Case Study: Third-Party Quality Assurance for Treasury Software Implementation
Client: Confidential Financial Institution
Industry: Commercial Banking
Engagement Focus: Quality Assurance • Treasury Management • Software Implementation • Process Standardization
Overview
A commercial bank engaged The Osprey Group to act as a third-party Quality Assurance (QA) partner to support the rollout of new Treasury Management products powered by the Jack Henry ecosystem. The client was undergoing a digital transformation and needed an experienced team to establish scalable testing practices, standardize QA procedures, and ensure delivery readiness across multiple product launches.
Osprey provided end-to-end support including process development, defect tracking implementation, and manual and automated testing execution.
The Challenge
The bank faced a complex implementation involving upgrades to existing systems, new software rollouts, and internal automations. Their existing QA processes were inconsistent and heavily dependent on ad-hoc testing, leaving them vulnerable to errors and misaligned product releases.
Key objectives included:
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Establishing a formalized QA structure for Treasury Management rollouts
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Replacing fragmented testing approaches with a unified process
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Digitally tracking defects and test coverage
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Ensuring successful deployment of Jack Henry software and integrations with minimal customer disruption
Osprey’s Solution
Osprey assembled a dedicated QA team that integrated directly with the bank’s Treasury Management and IT departments. The team developed a five-phase QA process designed to support software upgrades, implementations, and automation initiatives:
Organizational Roles
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Project Manager
Oversaw communication, coordinated weekly status reviews, and ensured timelines, goals, and tasks stayed on track. -
Lead QA Engineer
Implemented systems (JIRA and Xray), established test plans, and led testing efforts across environments. -
QA Analyst
Supported test execution and documentation under the guidance of the Lead QA Engineer.
Phased QA Process
Phase 1: Knowledge Development & Access
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Collected and reviewed documentation, requirements, and release notes
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Established access to systems and environments
Phase 2: Test Plan Development
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Implemented JIRA and Xray to manage testing
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Built the test repository and execution plan
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Reviewed plan with stakeholders to ensure full scope coverage
Phase 3: Test Execution
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Executed manual and automated test cases
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Logged defects and failures with full traceability
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Delivered weekly progress updates (% complete, pass/fail rates)
Phase 4: User Acceptance Testing (UAT)
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Facilitated stakeholder walkthroughs and feedback loops
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Trained internal teams on new system functionality
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Conducted Go/No-Go decision meetings
Phase 5: Launch Support
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Provided real-time support on launch day
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Established communication chains for issue escalation
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Ensured QA team availability during critical rollout windows
Outcomes & Value Delivered
✅ Established QA Processes Across Software Projects
Provided a repeatable framework for testing new systems, upgrades, and automations.
✅ Improved Risk Mitigation Through Test Coverage
Identified and resolved defects before production, reducing customer-facing issues.
✅ Real-Time Visibility with Integrated Tooling
JIRA and Xray empowered teams to track test execution, defects, and release readiness in real time.
✅ Streamlined Go-Live Support
Minimized downtime and built stakeholder confidence during each launch event.