Seamless QA Integration for A $44B FinTech Merger at a Global Financial Information & Analytics Provider
Our Clients
Engagement Overview
Our client is a leading global provider of financial information and analytics, serving institutions that depend on real-time, high-integrity data to make market-moving decisions. After a $44 billion merger with IHS Markit, the combined organization needed to integrate and stabilize more than 300 applications and digital platforms without compromising performance or reliability.
TechBlocks, a long-term QA and engineering partner since 2016, was brought in to redesign how quality worked at scale. We unified tools and processes, embedded AI-driven automation, and stood up a structured, scalable QA model that supported faster releases, higher platform stability, and greater confidence for users in global financial markets.
Key Challenges
The merger multiplied the complexity of the client’s technology estate. Legacy QA processes could not keep pace with the volume and criticality of changes across 300+ platforms
Fragmented workflows, manual approvals, and limited automation slowed delivery and made it harder to guarantee the level of quality and performance demanded by financial customers.
Integrating QA across 300+ Platforms
Following the merger, the client needed to integrate quality practices across more than 300 applications and digital platforms. Each had its own release rhythms, configurations, and dependencies. Existing QA processes were not designed for this scale and struggled to provide consistent coverage or risk visibility across the portfolio.
QA Processes Not Built for Scale
Legacy QA approaches relied heavily on manual testing and ad hoc test case design. As the workload grew, these methods led to inconsistencies in quality, missed edge cases, and longer regression cycles. Feature releases were delayed because the QA function could not keep up with the pace of development.
Fragmented Workflows & Approval Bottlenecks
Workflows across QA, development, and business stakeholders were fragmented. Approvals for new features and fixes moved slowly through informal channels, creating bottlenecks and confusion. Lack of structured processes limited transparency, slowed collaboration, and directly impacted time-to-market.
High Performance & Reliability Expectations
As a provider of financial information and analytics, the client had to deliver real-time dashboards and analytics experiences with high performance and stability. Any degradation in dashboard load times, data responsiveness, or platform availability could erode user trust and impact how customers operated in the market.
Approach & Solutions
1. QA Model Transformation & Framework Integration
We started by standardizing how quality was defined and executed across the integrated platform landscape.
- Integrated TechBlocks’ AI-driven QEBlocks Assessment Framework with the client’s existing KAFE framework to create a unified QA foundation.
- Used the combined frameworks to guide test strategy, coverage, and prioritization across more than 300 applications and platforms.
- Enabled rapid test case generation and automated regression testing, reducing reliance on manual test design and execution.
- Standardized defect categorization and reporting to improve traceability and accelerate bug resolution.
2. Scalable Test Execution & Performance Engineering
We then focused on the execution layer to ensure functional and performance quality kept pace with the integrated platform footprint.
- Deployed a specialized QA team of 36 professionals dedicated to the client’s portfolio.
- Leveraged Selenium for functional testing to validate critical user journeys and workflows across key applications.
- Used Apache JMeter for performance testing to measure and improve dashboard responsiveness and system behavior under load.
- Implemented continuous system monitoring to detect quality and performance issues early in the lifecycle.
3. Agile QA Delivery & Approval Workflows
We reshaped QA workflows to align closely with development cycles and introduce predictable, transparent approvals.
- Embedded Agile practices through Scrum-based sprints that synchronized QA activities with development teams.
- Structured QA participation in sprint planning, daily standups, and retrospectives to improve collaboration and feedback loops.
- Introduced a structured QA workflow with a 5-day approval cycle for new features, reducing delays and clarifying expectations.
- Shortened feature update cycle time by combining automation, consistent processes, and clearer decision-making paths.
4. Capability Building & Long-Term Sustainability
To make the transformation sustainable, we invested in the client’s internal capabilities and provided flexible support for adjacent analytics work.
- Trained client in-house teams on advanced QA methodologies, automation best practices, and the integrated QEBlocks–KAFE framework.
- Enabled teams to use Tableau-based validation to cross-check data integrity and analytics behavior in dashboards.
- Offered flexible resource allocation so the QA team could support BI analytics tasks when needed, without sacrificing core QA responsibilities.
- Provided long-term QA support to maintain platform reliability, scalability, and readiness for future demands as the merged organization continued to evolve.
Impact & Results
The client moved from fragmented, manual QA processes to a structured, automated, and scalable QA model that matched the complexity of a $44B merged FinTech enterprise.
Dashboards became faster and more reliable, releases moved to market more quickly, and QA costs dropped while user confidence increased.
Faster platform performance
Dashboard performance improved by 35%, with faster load times and more responsive analytics. Users experienced smoother interactions and could rely on timely data for decision-making.
Lower feature update cycles
Feature update cycle times were reduced by 52% through structured QA workflows, embedded Agile practices, and automation. New capabilities reached production faster without sacrificing quality.
Higher user adoption & confidence
User adoption and confidence increased by 40% as real-time dashboards became more stable and trustworthy. Consistent quality reinforced the platform’s role as a critical tool for financial decision-making.
QA cost savings
Optimized resource allocation and the use of TechBlocks’ specialized QA expertise delivered 37% QA cost savings. The client achieved better quality outcomes at lower cost, with a QA function built to support future growth.
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