Digital transformation of a leading player in the financial sector
In Chile, we supported a leading financial institution in its journey to optimize internal processes and foster seamless collaboration across QA, PMO, and Cybersecurity teams.
Key challenges
The client struggled with a decentralized test management system spread across multiple teams. This lack of integration hindered visibility, cross-team collaboration, and traceability between requirements, test cases, and defects.
In addition, the absence of a standardized governance model and the low reuse of test cases resulted in rework and manual processes, making operations slow and inefficient.
To move forward with its digital transformation, we proposed a centralized, scalable, and automation-ready solution — capable of integrating people, processes, and technology in a smart way.
Our client’s transformation journey
To kick off the solution, we led a structured and collaborative migration to Xray.
Step by Step
With this test management tool, teams gained greater control and visibility, enabling them to plan, execute, and track software tests more effectively.
This allowed us to connect all the dots — from requirements to defects — and promote automation, standardization, and collaboration across areas.
How we carried out the migration:
Process Mapping
We mapped existing workflows to align Xray with the client’s operational reality.
Custom Configuration
We tailored workflows, fields, and reports to the bank’s specific needs.
Secure Test Environment
A sandbox environment was created for safe testing and fine-tuning before deployment.
Controlled Migration
We migrated 50,000 test cases with precision, ensuring a smooth, impact-free transition.
Hands-On Training
Practical training sessions were provided through Xray Academy and Confluence.
Close Support
60 support requests were resolved with Tsoft’s close and ongoing guidance.
Automation Integration
Xray was integrated into the automation pipeline, connecting CI/CD and performance testing.
Standardized Governance
We established clear governance with standardized processes and full traceability.
This approach ensured seamless integration, quick adoption, and visible improvements within the first few months.
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Successful outcomes
Here are some of the tangible results from this transformation:
Full Centralization
100,000 test cases centralized in a single environment with complete control.
Faster Failure Response
802 defects identified in 7 months, enabling faster reaction to critical issues.
Efficient Reuse
52,000 reusable test cases, with an 8% reuse rate.
Accelerated Automation
2,600 test cases automated in just one month, cutting execution times.
Scalable Collaboration
334 active users in Xray, collaborating in a unified, scalable way.
Long-term Benefits
The adoption of Xray transformed the bank’s quality management approach: processes became clearer, traceability became total, and automation scaled rapidly.
As a result, the team began delivering digital solutions with greater speed and confidence, strengthening collaboration across key areas such as QA, PMO, and Cybersecurity.
This transformation brought sustainable benefits, including reduced rework, increased productivity, and better readiness to adapt to market changes.
“Xray is not just a tool — it’s a strategic enabler. Its ability to create custom issue types and tailored workflows empowers teams to design a test governance model that fits like a glove.
This ensures clear processes, well-defined roles, and standardized metrics — a must for QA in regulated sectors like finance.”
Jonathan Santos, Consultor Atlassian SR de Tsoft
Which areas of your operation need transformation?
Contact us! Our team of specialists is ready to support your unique challenges.
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