Ensuring Quality and Security for CRM Core Services: UI Functional Testing

Organization

Our client is an innovative healthcare organization that provides a comprehensive suite of solutions for suppliers, vendors, and distributors. The organization’s primary goal is to enhance operational efficiency within the healthcare sector by enabling access to new markets and products, driving revenue growth, and optimizing both transactional and operational costs.

The client’s distributors serve a diverse range of healthcare providers, including:

• Acute and Primary Care
• Long-Term and Home Care
• Veterinary and Dental Markets
• Other Specialized Healthcare Sectors

By leveraging a robust Customer Relationship Management (CRM) system, our client ensures efficient supplier management, seamless product offerings, and optimized customer interactions across the healthcare industry.

CHALLENGE

The primary challenge involved automating functional tests for key modules of the CRM system, considering the complex role-based access model. Each user role had different permissions, workflows, and privileges, making testing intricate and time-intensive.

Key Challenges:

• Manual Testing Bottlenecks:
  
  • Reliance on manual testing for critical functions led to inefficiencies, increasing costs and slowing down releases.
  • Ensuring consistent quality while meeting aggressive deployment timelines was difficult.
• Fraud Prevention and Risk Mitigation:
  
  • The system needed to identify and prevent fraudulent claims while ensuring only legitimate transactions were processed.
  • Security measures had to be proactively tested and optimized.
• Customer Trust and Reputation Management:
  
  • Bugs in the billing, claims, and CRM functions could harm customer satisfaction and loyalty.
  • A seamless, reliable system was necessary to preserve trust and retention rates.
• Complex Role-Based Access (RBAC) and Admin Module Testing:
  
  • Managing access controls was critical to prevent unauthorized access and data leaks.
  • Verifying user permissions across multiple roles was challenging and required automation.
• UI Functional Testing Across User Roles:
  
  • Ensuring UI consistency and functionality across different roles, browsers, devices, and screen sizes was labor-intensive.
  • Automated testing was required to streamline UI validation and regression testing.
• Security and Data Integrity Concerns:
  
  • Due to the sensitive nature of healthcare data, the application required stringent security protocols.
  • Any vulnerabilities in encryption, authentication, or API security posed a high risk to data integrity.

A comprehensive test automation strategy was required to streamline functional validation, enhance security, and ensure seamless UI performance across user roles.

TECHNICAL SOLUTION

XTIVIA implemented a comprehensive testing strategy within Scrum’s two-week iterations, ensuring rigorous functional, integration, and regression testing across the CRM Core Services UI.

Test Automation for Efficiency and Scalability

• Automated functional tests using Selenium with the Page Object Model (POM) framework, ensuring:
  
  • Reusable and scalable test scripts across different user roles.
  • Faster test execution and easier maintenance.
• Enabled continuous integration (CI/CD), providing rapid feedback for new releases.
• Developed automated regression suites to validate new enhancements without impacting existing workflows.

Security and Fraud Prevention Measures

• Integrated AI-driven fraud detection and real-time monitoring to identify suspicious claims.
• Implemented Multi-Factor Authentication (MFA) and encryption techniques to secure user authentication.
• Conducted penetration testing and security audits to detect and mitigate potential vulnerabilities.

Role-Based Access Control (RBAC) Testing

• Implemented RBAC validation tests to ensure correct user access levels.
• Automated test scripts to verify permission-based workflows and access controls.
• Integrated audit trails to track unauthorized access attempts.

UI Functional Testing for Seamless User Experience

• Developed automated UI tests to validate cross-device, cross-browser compatibility.
• Ensured responsive design verification across different screen resolutions and mobile devices.
• Automated data-driven test cases for varying user scenarios.

Data Security and Integrity Measures

• Implemented end-to-end encryption, secure API validations, and regular penetration testing.
• Developed automated security tests to validate data protection protocols.
• Introduced real-time anomaly detection to minimize risks of data breaches or unauthorized modifications.

By combining test automation, security optimizations, and role-based validation, XTIVIA ensured a highly efficient and secure CRM system for our client.

BUSINESS RESULT

XTIVIA’s comprehensive testing approach delivered tangible business benefits, ensuring the CRM system’s functionality, security, and scalability.

Key Outcomes:

Optimized Testing Efficiency:

• Reduced manual testing efforts by 50%, enabling faster release cycles.
• Automated core functional and UI tests, ensuring consistent performance across user roles.

Enhanced Security and Risk Mitigation:

• Implemented real-time fraud detection, reducing financial risk.
• Strengthened access controls, ensuring compliance with security regulations.

Improved User Experience and Performance:

• Automated UI testing ensured a seamless experience across devices and platforms.
• Enhanced CRM reliability, reducing customer complaints and improving user adoption.

Scalable and Future-Ready Infrastructure:

• Built a modular test framework, allowing for easy expansion and maintenance.
• Established continuous testing pipelines, ensuring high-quality releases.

By deploying advanced automation strategies and security measures, XTIVIA delivered a robust, high-performance solution, driving widespread adoption among our client’s healthcare partners and distributors.

KEYWORDS

Test Automation in Healthcare CRM, Role-Based Access Control (RBAC) Testing, Page Object Model (POM) for UI Testing, Multi-Factor Authentication (MFA) and Security Testing, API Testing with Postman, Secure UI Functional Testing, and Fraud Prevention and Risk Mitigation

SOFTWARE

Azure DevOps – Code repository and CI/CD pipeline, VMware – Virtualized test environments, Postman – API testing and automation, MS SQL – Database validation and testing, Eclipse & Java – Test script development, and Maven & Selenium – Test automation with POM framework.

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