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Scalable Product Quality Through Integrated BA, QA & Documentation for a Cloud-based FinTech Leader

FinTech
Posted On: 2 December, 2025

About the Client

The client is a U.S.-based construction finance technology company that offers a cloud platform connecting lenders, developers, builders, and contractors. Their solution streamlines draw requests, inspections, payments, and compliance, enabling faster funding cycles, greater transparency, and improved risk management across the real estate and construction lifecycle.

Business Needs | Enabled Comprehensive QA Automation and Testing Excellence

To ensure a scalable, high-quality product experience, the client needed to:

  • Create and execute comprehensive test cases and log defects to ensure product stability.
  • Identify opportunities for QA automation services to accelerate testing cycles and improve efficiency.
  • Develop prioritized requirement documents aligned with business objectives to facilitate faster time-to-market.
  • Break down the application into logical modules and produce user help documents to enhance usability and reduce support effort.
  • Document various functionalities within the legacy and advanced versions of loan administration applications to support effective mobile application testing.

Solutions | Structured QA and Documentation Framework for Product Excellence

  • Conducted in-depth functional analysis of the legacy application using a structured QA methodology to establish a clear system understanding and guide all validation activities.
  • Documented and executed test cases for various applications to ensure consistent product quality.
  • Captured business needs in RUD documents and created release feature articles, supported by comprehensive user guides and videos for internal and external stakeholders.
  • Implemented tools and conducted training, enabling streamlined documentation management and strengthening the QA lifecycle.
  • Migrated all user documentation and test cases into standardized platforms, improving maintainability and enabling future QA automation services. 

Business Impact | Accelerated Product Quality and Enhanced User Adoption

  • 900+ QA stories completed and 800+ issues identified, strengthening product stability and release confidence through proactive defect resolution in CLA+.
  • Accelerated validation cycles and reduced time-to-market across application versions, achieved through automated regression and smoke tests, significantly boosting testing efficiency.
  • 30+ structured requirement documents created, improving requirement clarity and alignment, enabling faster planning, accelerated execution, and seamless collaboration.
  • 220 self-help topics delivered, enhancing user enablement and reducing support overhead, driving higher product adoption and empowering end-user self-service.
  • Comprehensive functional testing of the iOS mobile application, optimizing performance and user experience, ensuring stability and reliability across critical workflows.

Technology Stack

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Scalable Product Quality Through Integrated BA, QA & Documentation for a Cloud-based FinTech Leader
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