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

Written By: NextGen Coding Company
Published On: Fri Jul 26 2024
Reading Time: 4 min

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Introduction

Task

Sagemont Advisors partnered with NextGen Coding Company to ensure the seamless delivery of their innovative Work Opportunity Tax Credit (WOTC) platform. Designed to streamline WOTC management, the platform featured a user-friendly interface for applicants, a centralized employer portal for managing documentation, and automated tax credit calculations. The challenge was to perform rigorous quality assurance (QA) and testing to validate platform functionality, security, and scalability. Key goals included ensuring compliance with WOTC regulations, maintaining data integrity during credit calculations, and verifying the platform’s performance under heavy usage. The QA process required comprehensive testing strategies to ensure the system was both secure and reliable for users.

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Solution

NextGen Coding Company implemented a robust QA strategy using advanced testing tools and best practices to deliver a high-performing and reliable WOTC platform for Sagemont Advisors.

  • Functional Testing for Core Features:
    Rigorous functional testing was conducted to validate critical features such as the eligibility screening workflow, application submission process, and automated tax credit calculations. Tools like Selenium were used to simulate user interactions and ensure each component performed as expected under various scenarios.
  • End-to-End Testing for Application Flow:
    Comprehensive end-to-end testing ensured a seamless experience from eligibility screening to credit approval. The QA team mapped out user journeys for both applicants and employers, validating workflows such as multi-step form submissions, document uploads, and credit generation. Cypress was utilized to automate testing of these complex workflows.
  • Performance Testing with JMeter:
    To ensure the platform could handle high user volumes during peak application periods, performance testing was conducted using Apache JMeter. Simulated load tests confirmed that the platform could support 10,000 concurrent users without lag or downtime, ensuring a smooth experience during busy periods.
  • API Testing with Postman:
    APIs powering features like credit calculations and document submission were tested using Postman to verify their reliability and response times. Special attention was given to edge cases, such as invalid inputs, to ensure the APIs handled errors gracefully.
  • Security and Compliance Validation:
    Security testing focused on ensuring compliance with WOTC regulations and safeguarding sensitive data, including employee information. Tools like OWASP ZAP were used to perform vulnerability assessments, identifying and mitigating potential security risks.
  • Cross-Browser and Device Testing:
    The platform’s responsive design was validated through cross-browser testing using BrowserStack. The QA team ensured consistent functionality across browsers like Chrome, Firefox, and Edge, as well as compatibility on mobile devices and tablets.
  • Regression Testing for Continuous Updates:
    With frequent updates and new feature rollouts, regression testing was automated using JUnit to ensure that existing functionalities remained unaffected by changes. This allowed the development team to release updates confidently.
  • Usability Testing with Real-World Scenarios:
    Usability testing involved real-world scenarios to validate that the platform’s interface was intuitive for applicants and employers. Feedback was gathered to refine features like document uploads, error messaging, and progress tracking.
  • Scalability Testing with AWS Tools:
    Leveraging AWS CloudWatch, the QA team monitored platform scalability during simulated high-traffic conditions. This ensured the system could adapt dynamically to increasing workloads while maintaining performance.

Outcome

The rigorous QA process ensured that Sagemont Advisors’ WOTC platform delivered a seamless, secure, and reliable experience for all users, leading to the following key outcomes:

  • Flawless Application Processing:
    Functional testing ensured that over 99.9% of submitted applications were processed without errors. Features like automated eligibility screening and credit calculations operated flawlessly, saving users significant time and effort.
  • Improved Platform Scalability:
    Performance testing confirmed that the platform could handle 10,000+ concurrent users during peak application periods. The dynamic scaling capabilities of AWS ensured uninterrupted service even under heavy load.
  • Enhanced Security and Compliance:
    Security testing ensured compliance with WOTC regulations and industry standards. Vulnerabilities identified by OWASP ZAP were mitigated, ensuring the safety of sensitive data and boosting user trust.
  • Faster Feature Rollouts:
    Automated regression testing allowed for rapid deployment of new features and updates without disrupting existing functionalities. Sagemont Advisors experienced a 30% reduction in update release times, accelerating platform improvements.
  • Increased User Satisfaction:
    Usability testing refined the platform’s design, leading to a 25% increase in user satisfaction scores. Features like clear progress tracking and intuitive navigation were highlighted as key improvements.
  • Seamless API Performance:
    Robust API testing ensured that all endpoints, including those for tax credit calculations and document submissions, delivered consistent response times under various conditions.
  • Cross-Platform Consistency:
    Cross-browser and device testing ensured that the platform performed seamlessly across desktop, tablet, and mobile environments. This consistency led to a 40% increase in mobile user engagement.

By implementing a robust QA process, NextGen Coding Company ensured that Sagemont Advisors’ WOTC platform met the highest standards of reliability, security, and usability, empowering businesses to simplify tax credit management with confidence.

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