Ready for vendor releases
Rerun your business processes whenever Salesforce, SAP, Workday or another vendor ships an update.
Certify every vendor upgrade before your business feels it
Salesforce, SAP, Workday and core systems update on the vendor's calendar. Rerun the processes your industry depends on, with evidence ready for examiners.
- Keep pace with vendor releases
- Portal to desktop client
- Proof for regulators
Use the 'Open checking account' component
Remember the 'Account number' as {{acct.id}}
Open the 'Teller workstation' app
Type '{{acct.id}}' into the 'Account' field
Check that the 'Status' label shows 'Active'
Built for regulated platforms
Web and desktop together
One test follows a process from a web portal into the dense desktop client behind it.
Evidence for examiners
Every run keeps steps, results, screenshots and a named sign-off in Quality View.
What to certify, by industry
Banking and credit unions
Lending spans nCino or Salesforce origination and a core system that often runs as a desktop client. Examiners expect proof it still works after each release.
- Loan origination and credit approval
- Deposit account opening
- Covenant tracking
Insurance
Dense policy and claims desktop clients sit behind Salesforce portals. A rating or claims defect reaches policyholders and regulators directly.
- Quote to bind at filed rates
- First notice of loss to payment
- Endorsements and renewals
- Agent and customer portals
Healthcare and public sector
Regulated processes on Workday, ServiceNow and Oracle need documented proof after every release. They also have to work for people who use assistive technology.
- Onboarding, scheduling and pay
- Procurement and budget
- Quality, deviation and service requests
- Accessibility checks on changed screens
Manufacturing and energy
Plants run on SAP or Oracle, buy through Coupa and move plant data to the warehouse nightly. A broken upgrade stops a line or misstates a report.
- Plan to produce
- Procure to pay
- Engineering desktop apps
- Plant to warehouse data
Retail and consumer goods
Retailers on Salesforce, SAP or Dynamics 365 freeze releases before peak season, but vendors don't. Certification has to be fast and repeatable.
- Promotions and pricing
- Order to cash
- Trade spend
- Returns and service cases
Leave with your first certification plan
Tell us your platforms and one process that worries you. We plan the first certification together.