Business Process Testing

ENSURE BUSINESS PROCESSES ARE FLAWLESS

Optimise your operations by testing and validating every step of your business processes. Identify bottlenecks, eliminate errors and ensure smooth, reliable performance across your workflows.

What is business process testing?

Business process testing ensures that all aspects of a system or application perform as intended throughout its operational lifecycle. At Ingenuity, this means validating processes like new business, mid-term adjustments, renewals and cancellations, ensuring seamless functionality for point-of-sale documentation and EDI.

By simulating real-world scenarios and testing end-to-end processes, business process testing identifies issues early, ensures compliance and guarantees a reliable experience for users. It's a critical step to ensure that systems not only meet technical requirements but also deliver consistent, high-quality results in live environments.

Their expertise in business process testing has been exceptional

Benefits

How it works

How We Conduct Business Process Testing

Identify Requirements and Objectives

We begin by understanding the client's goals and requirements. This includes reviewing specifications, defining the scope and establishing clear objectives for the testing process.

Build Test Plans

Our team creates comprehensive test plans that align with the defined scope and objectives. These plans detail the scenarios, cases and processes to be tested, ensuring nothing is overlooked.

Execute Testing and Report Results

Testing is executed thoroughly, focusing on both functionality and compliance. We report findings promptly, triaging and prioritising issues to address the most critical problems first.

Retest and Refine

Once fixes are implemented, we retest to confirm the issues are resolved. This iterative process ensures the highest standards of quality, with ongoing collaboration to meet deadlines and expectations.

Case studies

FAQs

How do we access the systems?

We access the systems through a range of methods, from keeping fully fledged broker servers on site to using remote connections hosted by software providers. It all depends on what options are available and work best, but you can be sure Ingenuity always strive to have the best and most appropriate access for a given platform.

How do you charge for your services?

We have various ways of charging depending on the task in hand, whether it be a recurring fee for BAU tick over, taking a retainer to provide a certain number of days to be available as and when required, or one-off payments for specific projects. At any rate you can rely on us to be competitive for our services whilst maintaining the high standards we have become known for!

How much lead in time does Ingenuity need?

The simple answer is lead time very much depends on the job we are taking on – a simple testplan build and getting testing underway can be as little as a 4 week turnaround, whereas a full bespoke automation build will likely take longer – however we pride ourselves on being upfront on letting a client know what is feasible and in what timescales.

Do you keep test evidence?

Yes we do. The type of evidence varies depending on task. So for example, results from manual input are recorded digitally along with time stamped testplans. Automation results are kept in the output format from the automation, along with compare routines utilised in the analysis of the results. Quote prints and screen grabs when generated are all kept digitally. Any test evidence that happens to be paper format is kept for at least 5 years, however so much of our work is paperless these days, and digital results are never deleted.

How do you report issues?

All issues or queries identified are always reported to our client first, as it is essential that the product authority makes the decision on a potential issue. We have our own standardised Ingenuity problem logs where we record any issues or queries identified. These are sent to clients as pdfs along with any test evidence, such as quote prints or screen grabs. If a client has their own preferred problem management tool, we are also happy to utilise that facility. Once confirmed, we are happy to liaise with the software developer to raise the issue and manage the subsequent re-testing once fixed, before reporting back with evidence to our client.

Can you integrate with our in-house testing teams and tools?

Of course! We are always happy to work alongside in-house test teams, whether that be to provide support on the same project or to provide resource or expertise that the in-house team doesn't have. Over the many years of providing test services and solutions we have used many different systems and tools and are always quick studies when required to use a new tool.

How do you test point-of-sale documentation and EDI?

Tested as part of the end-to-end process, we check the transactions we create populate the documents and EDI message as expected and the policy information is transferred to the insurers internal systems accurately and in as complete a manner as required.

What phases of the business process do you cover?

As required, including New Business, temporary and permanent MTAs, Cancellations and Renewals

How can automation improve the efficiency of testing?

Automation improves testing efficiency by executing tasks rapidly and consistently, reducing human error and enabling broad test coverage, including complex scenarios. It supports repetitive tasks like regression testing and generates detailed reports for informed decision-making. By handling large-scale, repetitive and data-intensive tasks, automation allows testers to focus on strategic activities, enhancing productivity and ensuring high-quality results with reduced long-term costs.

What types of processes can be automated with your services?

Types of Processes That Can Be Automated with Our Services: Rates and Rules Testing: Automate the execution of test scripts to validate pricing accuracy and underwriting rules across insurance products. Business Process Testing: Streamline testing of point-of-sale documentation, EDI processes and various policy lifecycle stages, including new business, renewals and mid-term adjustments. Data Migration Validation: Automate the comparison and verification of data before and after migration to ensure accuracy and completeness. Batch Testing: Perform large-scale testing of quotes and transactions across multiple systems to identify discrepancies quickly. Regression Testing: Automatically re-test existing functionality after updates or changes to ensure no unintended issues are introduced. System Comparisons: Validate consistency across different environments, platforms or software house systems by automating comparisons. Static Table Verification: Ensure that Polaris table values align with product specifications, speeding up rating changes and deployment. Custom Automation: Tailor automation to specific client needs, such as recurring checks for system readiness or automated test pack execution. Our automation solutions are designed to enhance efficiency, reduce manual effort and deliver accurate results across a wide range of insurance testing scenarios.

How closely do you work with clients during testing projects?

At Ingenuity, collaboration is at the heart of our approach. We integrate with your teams, maintaining close communication throughout every stage of the testing project. From initial planning and scope definition to ongoing progress updates and defect resolution, we ensure transparency and alignment with your goals. Whether through regular calls, shared project management tools or on-site support, we work as an extension of your team to deliver accurate and timely results.

Do you offer post-project support or training for our teams?

Yes, we provide comprehensive post-project support and training to ensure a smooth transition and long-term success. Our team offers detailed documentation, hands-on guidance and customised training sessions tailored to your needs. Whether it's navigating new systems, maintaining test packs or optimising workflows, we equip your team with the knowledge and tools to confidently manage ongoing operations. Our goal is to empower your team while remaining available for additional support as needed.

Can you provide testing support for urgent or short-notice requirements?

Yes, Ingenuity is equipped to provide testing support for urgent or short-notice requirements. Our flexible team structure and expertise allow us to quickly mobilise resources to meet tight deadlines without compromising quality. Whether it's a last-minute update, critical issue or unexpected project demand, we adapt to your timelines and ensure reliable, efficient testing to keep your operations running smoothly.

Do you support specific software house systems?

Yes, Ingenuity specialises in supporting a range of software house systems commonly used in the insurance sector. With deep knowledge of these systems, we provide tailored testing, automation and support services to ensure seamless functionality and integration, helping you maximise their potential for your business needs.

How do you manage issues discovered during testing?

At Ingenuity, we follow a structured process to efficiently manage issues uncovered during testing. Each issue is documented in detail, including its nature, impact and steps to reproduce it. We collaborate closely with your team to triage and prioritise these issues, ensuring critical problems are addressed first. Regular updates and progress reports keep all stakeholders informed, while our retesting process verifies that fixes are implemented correctly without introducing new errors. This transparent and systematic approach ensures a smooth resolution and minimises disruptions to your project timeline.