Challenge

Ascensus, the largest recordkeeping services provider, third-party administrator, and government savings facilitator in the US, relies on Microsoft Dynamics 365 CRM to manage customer relationships and business growth. This application is business-critical for Ascensus.

Previously, their QA strategy involved 100% manual testing, which was slow and costly. 

The CRM team faced several challenges:

• Excessive time spent on regression testing, especially following D365 updates
• Inability to achieve desired test coverage with limited testing resources
• Manual testing errors leading to bugs in production and service disruptions
• Unable to shift focus from maintaining the CRM to driving innovation
  
  

Solution

Ascensus chose Leapwork due to its rapid time to value, projected ROI, and easy-to-use interface. Leapwork's three-month onboarding program and no-code platform blew the competition out of the water, allowing Ascensus to swiftly secure budget internally.

Leapwork’s tool is designed for non-technical users, opening the door for wider organizational adoption. Even with a modest QA team, Ascensus was able to quickly build automation flows, pulling business users into the process to expand test coverage.

“Leapwork has enabled us to see things in a different light and empower our wider team with testing ability. Rather than us working harder and longer, the tool picks up the workload so we can work smarter.”

Dan Madden, Director of CRM

Impact

Leapwork's visual test automation platform has revolutionized CRM application regression testing at Ascensus.

By enhancing throughput and headcount efficiency, Leapwork has significantly boosted the CRM team’s efficiency.

Leapwork’s visual tool has eliminated siloed testing at Ascensus. Now, business analysis, developers, and QA analysts own and drive the testing process. This helps Ascensus drive innovation faster.

“Personally, it’s been very empowering to be a part of. Seeing my team hit their goals is a great spot to be in, and I have to attribute a lot of our success directly to Leapwork.”

Dan Madden, Director of CRM