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CASE STUDY: Large Brokerage Organization
Organizational Merger
The Client

A large brokerage organization merging with another brokerage organization.

The Challenge

This client was in the beginning planning phase of how to merge their organization with another company they had acquired. They had 18 months to identify applications that were going to be retained as part of the merger, applications that would have to be decommissioned, and applications that were going to have to be converted in order to handle the new client base and architecture of the new organization.

A major element of this effort involved converting existing legacy customer accounts from an existing Hogan platform to a new BETA platform, while developing a new integration layer for all transactions to flow through This project also encompassed upgrading the Call Center technology to a new Genesys platform, while trying to limit the impact to the client while converting to the new technology. .

With two separate organizations participating in the effort, a consistent set of Quality Assurance practices needed to be followed to ensure that the correct level of testing was occurring across both organizations. This also meant coordinating multiple testing groups across hundreds of applications all working on separate release timings, and level of effort depending upon whether the applications were going to be retained, or ultimately decommissioned as part of the merger. The client turned to LogiSolve to coordinate this effort.

The Solution

The client engaged a senior-level Quality Assurance Manager from LogiSolve. The Quality Assurance Manager helped handle the entire delivery process from planning to post implementation assessment. Working with other vendor project managers, business analysts, testers and the client’s project team and internal Testing Enablement department, the Quality Assurance Manager developed a comprehensive plan that detailed critical activities, milestones, checkpoints and deliverables throughout the entire project life cycle.

The Results

This conversion and merger was considered a nearly flawless implementation. The new integration layer that was implemented to route traffic is currently handling one million plus transactions per day. The client’s call-center experience has been greatly improved, with no outages impacting the customer’s interaction with the organization.


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