Credit Unions: QA Assessment and Test Strategy Development

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Client Description:

Established in 1930, client is one of the largest credit unions in Illinois with over 100,000 members and more than $1.2 billion in assets. Client offers a complete array of products and services to members, including checking, savings, debit and credit cards, vehicle and consumer loans, money market accounts and certificates of deposit, along with a variety of mortgage products.

Business Challenge:

Client sought to implement standardized QA and Test processes across the organization in order to effectively plan and deliver quality software products to internal staff and members.  Prior to the Olenick assessment, client’s QA processes were generally undocumented and in a state of dynamic change across business units.

Key Service Areas:

  • QA Process Assessment
  • Test Strategy Design


  • Microsoft Office (Excel)
  • Smartsheets
  • Microsoft Azure DevOps (ADO)


  • Conducted on-site interviews with client’s business and IT stakeholders to uncover gaps in existing QA processes and resulting pain points
  • Performed a QA Risk Assessment to demonstrate the business impact and severity of existing QA process gaps
  • Analyzed the client’s current Test Maturity Model Integration (TMMi) maturity level
  • Designed a TMMi-based Test Strategy to set organization-wide expectations for QA
  • Provided 10 QA process improvement recommendations to mitigate business risk, including 4 “quick win” recommendations that required minimal effort to implement
  • Delivered two presentations with all findings – one for executive sponsors and another for all client stakeholders
  • Hosted two QA and test training sessions – one fundamental test execution session and one intermediate-level test planning session


  • Client implemented two of Olenick’s four “quick wins” for their next software upgrade project, resulting in improved efficiency and reduced risk
  • Client enabled to create a repeatable test suite for multiple software upgrade projects
  • Expanded client knowledge and use of Microsoft Azure DevOps to more effectively manage testing projects

Related Content: Credit Unions, Microsoft Azure, Microsoft Office, Quality & Testing, Quality Assurance Assessment, Test Tool Management Strategy

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