95% of Salesforce Test Cases Automated for Lease Origination and ACH Processing
Liventus built a custom Salesforce solution that automated test cases, significantly reducing manual effort while enhancing compliance and accuracy
The Challenge: Manual Testing Process Prone to Errors
A leader in commercial equipment financing, with over 40,000 customers and $1.7B in assets, came to Liventus looking to automate core business processes.
Manual Salesforce Testing Process: Their existing process was time consuming and inefficient, causing deployment delays.
Prone to Errors: This manual process was not only time consuming, but also prone to human errors.
Prolonged Testing Cycles & Limited Scale: The limitation of manual testing led to prolonged testing cycles and lacked scalability as their volume of lease transactions grew.
The Solution: Automated End-to-End Testing
This equipment finance client works with varied legacy systems and has complex operational workflows. They not only partner with third-party originators and lessors across the US, but also have recently become part of a larger banking institution and work with a team of 230+ experts.
In order to align with their unique requirements, the solution we built was configured with customized Salesforce bots to automate lease origination and ACH processing.
Our engagement and solution was focused on leveraging automation and setting the team up for long-term success.
Automated End-to-End Testing: We were able to automate end-to-end testing of lease origination and ACH workflows.
Flexible, Efficient Test Case Templates: We created customizable test case templates to match evolving business requirements.
Real-time Reporting & Analytics: We stood up smart reporting and analytics that allowed their team to monitor test results and identify issues proactively.
Team Training: Liventus conducted comprehensive training including support from the Copado team, online certifications, and a knowledge base.
On-Going Support: Liventus continues to offer dedicated technical support ensuring smooth operations and assistance when needed.
The Liventus team has decades of experience in the equipment finance industry. Reach out to our team using the link below or at marketing@liventus.com to schedule your personalized assessment.