How The Phoenix Empowered 45 Business Testers to Automate With Perfecto Scriptless

The ease of use of Perfecto Scriptless caught my attention. I immediately realized that this is an automation solution we can implement without any major changes to our testing team. With the code-free nature of Perfecto Scriptless, we were able to quickly and efficiently train our entire testing team to create automated tests.

 

 

Overview

The Phoenix is a leading Israeli insurer with a diversified portfolio of long-term savings, health, life, and general insurance as well as investment and finance.

When The Phoenix decided they wanted to upgrade and automate its manual test operation to automation, they identified five needs.

  1. They wanted to continue working with their existing business testers.
  2. They didn’t want to build an automation framework from scratch.
  3. They wanted a SaaS solution for faster implementation and response time.
  4. The chosen solution had to go through all their security requirements.

After checking all available solutions out there, and doing a thorough proof of concept, The Phoenix chose to work with Perfecto Scriptless.

 

Turning 45 Business Testers Into Automation Experts 

The Phoenix has a sprawling web presence, with multiple customer-facing websites. Its testing team consists of 45 manual business testers. The Phoenix reached a conclusion that it would make more sense for them to teach insurance-savvy professionals how to conduct quality assurance than to teach testers the highly complex insurance business.  

As the company was transitioning to a more agile development model, it realized it needed to introduce automation to speed up its testing operation. The reasoning behind this is that it is impractical to teach code to insurance professionals so, The Phoenix needed to find an automation solution that their business testers could use, without learning how to code.  

On top of that, due to The Phoenix’s quality managers’ previous experience, they were wary of setting up their own Selenium automation framework, with all the complexities it entails.

All of The Phoenix’s testers had an insurance background, not a technical QA one. The thinking behind this unusual choice is due to the complex nature of the insurance business – it’s easier to teach testing to insurance professionals than explain the ins and outs of insurance to QA testers.

Implementing an automation solution that required coding skills was not a valid option then. The Phoenix needed automation that can be taught to its non-technical testers.

But, behind their decision were these additional important considerations:

  • Like many other QA professionals, The Phoenix QA managers believed that knowledge and expertise of manual testers can never be achieved by an automated solution. The Phoenix was looking for speed and increased quality, but it was not willing to give up on the human factor of testing – assuring the quality from a user perspective, and not merely from a code perspective.
  • They wanted to have the same operation for both exploratory (manual) & continuous testing (automated).
  • They didn’t want to invest the time and resources for recruiting test engineers, which are difficult to hire and expensive to maintain.
  • They were looking for fast implementation.

Using Perfecto Scriptless for Monitoring

In addition to the testing operation, The Phoenix realized they could leverage the Perfecto Scriptless platform for monitoring purposes. They started to use a subset of the tests they created to monitor their production environment. The Phoenix’s webmaster runs daily “live” checkups on all their customer-facing sites to ensure that their sites are fully functional. 

Repurposing these flows proved to be simple and swift. The monitoring flows became operational almost instantly and are running every morning since.

We were, and still are, extremely pleased with the support we get from Perfecto Scriptless. They are highly attentive and responsive, making an effort to provide a quick solution for every request. We see them more as a partner, than as a service provider.

Harel Lek, QA Team Lead, The Phoenix

First Financial Organization to Take Testing to the Cloud

One of the biggest challenges The Phoenix had to overcome in its effort to automate its testing operation and adopt a SaaS-based platform was compliance with financial services regulations and meeting strict data security protocols. Due to the sensitive nature of the data The Phoenix holds and handles for their clients, the move of its testing to the cloud had to first be cleared with the regulator.

Perfecto Scriptless was able to provide The Phoenix with the necessary assurances, including an ISO 27001 certification.

Thanks to these assurances, The Phoenix is the first Israeli financial organization to enjoy the benefits of the cloud. 

 

Training The Phoenix's Massive Team of Business Testers

 

Monday Inspo


Perfecto Scriptless conducted a two-day training session for The Phoenix’s testing team. By the end of the training, The Phoenix’s testers were able to create, from scratch, automated tests and run them directly in Perfecto Scriptless’s testing lab. No code was taught or written during these two days.

The Phoenix’s testers were pleasantly surprised at how quickly, and easily, they were able to build elaborate test models using Perfecto Scriptless’s drag-and-drop visual interface.

With no technical knowledge or skill, The Phoenix’s manual testers are now creating automated tests.

 

Monday Inspo 3

 

Bringing It All Together

By deciding to go with Perfecto Scriptless as their testing automation solution, The Phoenix has demonstrated a spirit of innovation in an industry that is normally conservative and bogged down by strict security regulations.

Perfecto Scriptless allowed The Phoenix to not only keep its entire team of manual testers but to transform them to scriptless automation specialists.

Additionally, The Phoenix became a pioneer in the Israeli financial industry by moving its testing operation to the cloud. 
 

Test Smarter With Perfecto Scriptless

Watch a demo or start a trial to learn more about codeless UI test automation with Perfecto Scriptless. 

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