// Case Study

Delivering Excellence: Quality Assurance for Sagemont Advisors's WOTC Platform

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Written by NextGen Coding Company Engineering Team — senior U.S.-based software engineers and solution architects
Technically reviewed by NextGen Principal Architect (AWS Certified Solutions Architect, 15+ yrs building production systems in fintech, healthcare, and tax technology)
Published Last updated

Client Background

Sagemont Advisors developed an innovative Work Opportunity Tax Credit (WOTC) platform designed to streamline the credit application process for employers. The platform included applicant-friendly forms, a centralized employer portal, and automated tax credit calculations. To ensure trust, reliability, and compliance, Sagemont engaged NextGen Coding Company to execute a rigorous quality assurance (QA) strategy covering functionality, performance, security, and scalability.

The Problem

Managing WOTC claims requires absolute accuracy, regulatory compliance, and seamless performance under high demand. The new platform needed to:

  • Validate eligibility screening and credit calculations for accuracy.

  • Protect sensitive employee and employer data against vulnerabilities.

  • Scale to support thousands of concurrent applications during peak periods.

  • Ensure compliance with WOTC regulations and IRS standards.

  • Provide a consistent and intuitive user experience across browsers and devices.

Without rigorous QA, errors in calculations or performance bottlenecks could compromise platform credibility and expose sensitive data.

Our Solution

NextGen designed and executed a comprehensive QA program to validate every layer of the WOTC platform.

Functional and End-to-End Testing

  • Selenium Automation: Simulated user interactions to validate eligibility workflows, application submissions, and credit calculations.

  • Cypress Framework: Automated full user journeys, including multi-step forms, document uploads, and approvals.

Performance and Scalability

  • Apache JMeter: Simulated 10,000+ concurrent users, confirming the platform’s stability under peak loads.

  • AWS CloudWatch: Monitored dynamic scaling and ensured resources adapted seamlessly to traffic spikes.

API Reliability

  • Postman Testing: Verified APIs powering tax calculations and document submissions, including edge cases for error handling.

Security and Compliance

  • OWASP ZAP Vulnerability Scans: Identified and mitigated risks to safeguard employee and employer data.

  • Regulatory Alignment: Ensured compliance with IRS and WOTC security standards.

Usability and Cross-Platform Testing

  • BrowserStack Validation: Confirmed responsive design across Chrome, Firefox, Edge, tablets, and mobile.

  • Real-World Usability Sessions: Gathered feedback on document uploads, progress tracking, and navigation clarity.

Regression and Continuous Validation

  • JUnit Regression Automation: Ensured ongoing updates did not disrupt existing features.

  • CI/CD Integration: Enabled faster, more confident feature releases with automated QA pipelines.

Results

The QA process delivered measurable improvements across performance, reliability, and compliance:

  • 99.9% application accuracy: Automated workflows ensured flawless eligibility screening and credit calculations.

  • Scalability proven: Successfully supported 10,000+ concurrent users without downtime.

  • 30% faster release cycles: Automated regression testing reduced update deployment times.

  • 25% higher user satisfaction: Usability refinements improved navigation, document handling, and progress visibility.

  • 40% increase in mobile engagement: Responsive cross-platform consistency improved adoption rates.

  • Stronger security posture: Vulnerabilities identified and resolved through OWASP testing boosted trust.

Why It Matters

Tax credit management requires precision, compliance, and user trust. By embedding QA into every stage of development, Sagemont Advisors gained a platform that was not only reliable but also positioned to scale confidently during peak application cycles. The result is a secure, resilient, and user-friendly system that empowers businesses to maximize WOTC benefits with confidence.

Call to Action

NextGen brings deep expertise in QA and compliance testing, ensuring platforms meet the highest standards of accuracy, scalability, and security. Whether building new platforms or refining existing ones, our team validates performance end-to-end to eliminate risks and drive adoption.

→ Book a consultation with NextGen https://nextgencodingcompany.com/contact

Contact admin@nextgencodingcompany.com or book a call to speak with our solutions team to begin scoping https://calendly.com/next_gen_coding_company/30min

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Frequently asked questions

What did NextGen actually build in this engagement?
NextGen designed and shipped a production system end to end: architecture, data model, application code, integrations, security review, and deployment. A senior U.S.-based team owned delivery from discovery through launch, and the client kept full ownership of the codebase and cloud accounts.
How long does an engagement like this take?
Most engagements of this shape run eight to sixteen weeks from kickoff to production. A discovery and architecture sprint takes two to three weeks, the first working release lands around week six, and the remaining time covers hardening, integrations, and rollout support.
What technologies were used?
This engagement was delivered with Jira, AWS. A senior U.S.-based team owned the architecture and the implementation, and the client kept full ownership of the codebase and cloud accounts.
Can NextGen deliver a similar outcome for us?
Yes. We start with a paid discovery sprint that produces an architecture, a scope, and a fixed price or a staffed team plan. From there you can proceed with a fixed-scope build or a dedicated team. Book a call and we will scope your project against this case study.
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