The Challenge
Negotiating Testing Complexities and Automation Strategy Gaps
A leading tax compliance solutions provider, Vertex empowers businesses of all sizes to manage compliance accurately and effectively with end-to-end tax software solutions. Based in Pennsylvania, USA, the company has an international presence and generated over $570 million in 2023.
With its business processes spread across multiple systems and technologies, testing customizations and integrations had become a complex task. Additionally, test coverage was inadequate, which left Vertex with potential gaps in quality assurance and jeopardized the reliability of their solutions.
Without a clear strategy for test automation, the company relied on traditional manual testing methods, draining internal resources, and taking the organization’s focus away from critical initiatives.
Recognizing the need to reinvent their testing processes, and leverage automation to streamline workflows, Vertex engaged Sutherland.
The Outcome
New Efficiencies and Heightened Confidence with CloudTestr Integration
With the right combination of deep domain expertise, proven optimization experience and advanced proprietary platforms, Sutherland was a natural fit for solving this challenge.
At the start of our partnership, we conducted a proactive impact assessment of changes to Vertex’s Workday HCM and ERP SaaS implementation, ensuring comprehensive test coverage for major releases R1 and R2 by Workday.
Following this analysis, we integrated Sutherland CloudTestr™ for Continuous Quality Automation. This ‘as a service’ platform provides no-code end-to-end testing powered by AI, stripping away the complexity of testing for businesses and delivering total digital assurance.
The software’s advanced functionalities enabled Vertex to:
- Validate releases reliably with no manual intervention.
- Continuously monitor performance, security, and critical flows to ensure that issues do not arise unexpectedly.
- Utilize real-time audit compliance support documentation produced by Sutherland CloudTestr™.
- Take learnings from the downloadable test documentation Sutherland CloudTestr™ creates in release validation.
Along with the software, Sutherland brought to bear experiences and reusable libraries from similar applications. This knowledge accelerated automation implementation, strengthened ongoing maintenance, and amplified the value Vertex could derive from new features.
The implementation of CQA through Sutherland CloudTestr™ and the additional support provided by our team delivered tangible business improvements for Vertex. Our client achieved 100% defect-free releases, with quarterly patch release validation taking less than two days. Alongside this, they doubled the speed of new feature adoption and lowered their test execution time by 72%. Sutherland implemented the cutting-edge platform Vertex needed with our ‘as a service’ model, optimizing their operations and driving future efficiencies. The reliability of Vertex’s solutions was enhanced, while user confidence grew. They were now equipped to adapt to new market dynamics and customer expectations at a faster rate, and staff time and effort were no longer absorbed by inefficient testing methods. That’s digital performance unlocked and measurable results delivered.
Test Coverage Defect-Free Releases
Increased Speed of New Feature Adoption
Reduction in Execution Time and Effort
Discover more about Sutherland
Services
Digital Engineering Services
Industry
Banking and Financial Services
