The nonprofit organization had several reasons to reach out to Original Software to get help with their solutions.
Primarily, to address their chaotic relationship with User Acceptance Testing: there was very little control and visibility over what had been done, and managing the UAT process was time-consuming and difficult.
A higher-than-average turnover of staff meant that for each UAT release, new staff members had to be trained on the systems. Familiarization and guidance was a pre-requisite before they could test it. These included a bespoke Salesforce and customer web portal.
The ability to disseminate and articulate requirements was both cumbersome and ad-hoc, and there were no centralized repository or reusable test cases.
The process was run by IT or the PMO, but resources were from all over the business, and as a result there was no standardization of feedback. Error reports were submitted via phone, email, excel spreadsheets and word of mouth, but they all contained different levels of information that were proving hard to triage.
Regression was limited as there was not enough time or resource to complete what was required. This meant test coverage was patchy and led to incidents being found in the production environment.