CRM System Testing for a Securities Firm

The client was one of the first asset management companies in China with US $4 billion under management. It manages five closed-end mutual funds, five open-end mutual funds, as well as three mandates from the National Council of the Social Security Fund. Over the years, and with growing business the client decided to develop a CRM system but the complex testing had to be outsourced to a professional service provider so that they could roll out the system as soon as possible. ExperExchange won the project and performed the following tasks for the Client: Test plan: We focused on functions, performance and security testing. Our testing activities covered test planning, test case design, test execution and bug reporting. Functional testing: We verified all the functionalities defined in the system specification, and tested the integrality of these functions. Performance testing: We conducted design tests to discover system bottlenecks and identify all wasted resources as early as possible, thereafter to give suggestions on system optimization to improve the system's performance and efficiency. Security testing: The login authorization, access rights control functions etc. were tested to ensure system security. ExperExchange was given only 6 weeks to test, evaluate and enhance the CRM system, which had practically no comparables in terms of scale and complexity in the market. As a result of our testing exercise, the system became more robust and efficient and is rolling out ahead of schedule. For detail of this case study, please email to: IT_Consulting_Team@ExperExchange.com