Pandemic pivot from physical to online tests

Pandemic pivot from physical to online tests

Education

Pandemic pivot from physical to online tests

System modernization helped a multinational educational testing and assessment organization overcome COVID-19 disruptions to deliver seamless and accurate digital testing.

Client

A leading U.S.-based educational testing and assessment services company

Goal

Switch from in-person to online testing

Tools and technologies

AWS Serverless, Dynamo DB, Node.js, Typescript, Java, Jenkins, and Angular

BUSINESS CHALLENGE

Our client, which provides educational testing and assessment services, faced an existential threat with the pandemic-era lockdowns and social distancing
requirements. The testing centers it operated at physical locations were unable to open, leaving thousands of students worldwide in a state of uncertainty. 
Our client had to switch from in-person testing centers to a digital-first or online
testing solution almost overnight. To achieve that, it had to migrate rapidly from legacy systems to the cloud. It also needed to ensure the sanctity and accuracy of its tests while delivering a seamless digital experience to its customers. Other challenges included the ability to dynamically scale up or scale down capacity in response to demand, maintain acceptable service levels, and enable thousands of
expert test raters’ to access and evaluate tests.

SOLUTION

Iris Software stepped in to facilitate a strategic digital pivot in the business model to secure the company’s future. Modernization efforts that were underway at the company even before the pandemic were accelerated as a digital upgrade became imperative. We shifted the data stored on legacy infrastructure was to the cloud. Our team developed a new testing interface that would work overnight across devices, geographies, and different internet connections. Switching the testing operations to the cloud with scalable capacity could help manage the surge in the number of users for the tests Iris also deployed automation and AI tools to deliver superior experiences for test raters. Those who faced challenges while attempting to grade tests were provided with an always-on AI-based solution to automate the troubleshooting and ticketing process.

OUTCOMES

The client now has scalable, digital-first testing capabilities to meet all its testing requirements.

  • Cloud-based testing ensures that students, evaluators, and employees have access on-demand.
  • The remote testing options are accurate, secure and safe from external threats.
  • A strong focus on automation and user experience has allowed for optimized online offerings.
  • Surges in demand for tests can be met rapidly and at scale with minimal intervention.
  • Thanks to the always-on cloud offerings, service levels are easily maintained.
  • The successful digital pivot has led to strong interest in a hybrid operating model to safeguard the business from threats in the future.

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The power of in-sprint automation

The power of in-sprint automation

Automation

The power of in-sprint automation

A large securities firm sped up time-to-market with end-to-end test automation on the cloud.

Client

A leading securities trading firm.

Goal

Build a cloud-based automation framework to test client’s trading platform.

Tools and technologies

C#, Ranorex, TestRail, Simulators and Selenium.

BUSINESS CHALLENGE

The client had a legacy trading platform that had grown and evolved over time. The platform consisted of a stack of 33 applications, built on a variety of technologies and architectures. Testing new features and additions was proving to be a big challenge. A simple change in one feature would warrant a verification of the complete application. To ensure that any change does not affect other functionality, the client needed to do extensive regression testing and verification. This was a cumbersome process with over 20,000 or 30,000 test cases being checked and executed manually. The trading firm had to deploy over 20 people to carry out this exercise. The client had tried to automate the testing process with a variety of tools but was not able to get the efficiencies it wanted. In addition, the client had multiple squads working on different apps, functionality and features. Each squad used its own automation suite. It was becoming a challenge to co-ordinate the work of the different squads and ensure that changes made by a squad did not impact the overall functionality of the platform. Iris’s brief was to design and deploy a common cloud-based test automation framework for the client’s trading platform to ensure that it could launch new features faster.

SOLUTION

Using its cloud-based ready-to-deploy test automation framework, Iris sped up the deployment of new features for the client’s trading platform. The cloud solution, based on Amazon Web Services (AWS), featured continuous testing of multiple products on a common framework layer. It allowed for complete capacity planning of spinned cloud instances and need-based shutdowns. Iris executed the project using acceptance test driven development (ATDD), a methodology that involves collaboration between customers, business teams and development teams. The teams jointly created the user stories and put down the acceptance criteria for any feature or functionality. Then tests were designed within the common framework to check if the feature met the acceptance criteria. What was unique about the approach? Typically, automation is introduced towards the end of a development cycle. You would find that, in most projects, developers bring in automation in Sprint 4 for features developed in Sprint 1, 2 and 3. As a result, return on investment isn’t maximized. Our team introduced ‘in-sprint’ automation, enabling 90% test automation with every sprint. This resulted in more efficient and faster testing, and cost savings for the client.

OUTCOMES

The client’s deployment speed improved significantly with 90% faster execution in each sprint cycle and 80% faster script development. The cloud-based solution is 100% configurable for on-demand execution on AWS, which reduced the client’s cloud infrastructure costs by 70%. The new ability for complete capacity planning through the use of infrastructure-as-code (IaC) for spinning up cloud instances helped the client achieve end-to-end (E2E) automation of regression/ functional test cases.

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Data consolidation speeds up drug search

Data consolidation speeds up drug search

Cloud

Data consolidation speeds up drug search

An automated cloud-based consolidation application for R&D data helped a pharmaceutical company improve turnaround time to create Approval for Product Release (APR) documents.

Client

A U.S.-based pharmaceutical multinational corporation.

Goal

Reduce turnaround time for APRs (Approval for Product Release).

Tools and technologies

Amazon’s AWS OPCx, Webmethods, natural language processing (NLP), neural networks, and Python programming

BUSINESS CHALLENGE

In pharmaceutical R&D, data is generated from several sources: the process, patients, retailers, and caregivers, among others. Pharmaceutical R&D organizations that use the traditional way of creating APRs manually consolidate paper specifications into binders across all R&D functions.

Specific regional rules, compliance mandates, and external regulations were slowing down the client’s workflow.

The many spreadsheets in multiple formats were leading to errors from manual entry and duplication of data — the inevitable “swivel effect” that results from data being pulled out from disparate, unconnected software packages.

Iris was approached to improve the process of collecting and using data from multiple sources; the improvement would help the client identify and develop new potential drug candidates faster.

SOLUTION

Iris’s team of 12 specialists designed, developed, tested, and deployed a cloud-based application that integrates data from multiple regions and eight different systems into a single, unified interface for the client’s users. Our application unified the creation and management of the client’s workflows across its lines of business and 20 different product families.

The development environment included Amazon’s AWS OPCx; Webmethods; natural language processing (NLP); neural networks; and Python programming.

OUTCOMES

Within a year of the application’s release, 2,800 users were using the application, with 55% of APRs turning around in 10 calendar weeks or less. Thanks to the in-memory data grid, the response time of transactions across the board has been brought down to nearly 2 seconds.

The cloud-based application developed by Iris ensures that data is automatically and seamlessly shared between systems that were previously stand-alone and required the tedious manual entry of data.

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Cloud-native app opens new markets

Cloud-native app opens new markets

Cloud

Cloud-native app opens new markets

A prominent bonds trading network expands its market reach with new products and geographies.

Client

The world’s leading provider of trading services for fixed income products

Goal

Create an IT architecture to support growth across markets and products

Tools and technologies

AWS Cloud, Java, Springboot, React JS, React, Redis, Kafka, C#, Ranorex and Test Rails

BUSINESS CHALLENGE

The client, a market leader in bonds trading, was expanding to new markets, acquiring new businesses, introducing new products and adding features to existing offerings. To support its growth plans, it needed an agile, modern, cloud-based platform.

Some of the business needs the client wanted to address with the new solution were:

  • How do we achieve scale with minimal latency in operations and service?
  • How do we integrate new businesses seamlessly and without disruption?
  • How do we roll out new features faster to improve customer experience and get a competitive edge?
  • How can we use data to help customers make better trading decisions?
  • How can we monetize the data?

As a solution partner, we had to not only create a new IT architecture for the client’s trading platform but also constantly re-engineer and improve the architecture to quickly meet emerging business needs.

SOLUTION

We deployed a scalable, highly available auctions solution on the AWS cloud using Java, Springboot, React JS, React, Redis, and Kafka.

Optimized algorithms now achieve best matching with minimal latency while offering full price transparency. Artificial intelligence (AI) and machine learning (ML) provide greater insight and real-time price discovery for specific asset classes.

The new cloud-based architecture enabled the client to create products and monetize market data. Those products helped customers get accurate data in real-time to take better and faster trading decisions.

Test automation across the trade lifecycle using a combination of C#, Ranorex, Test Rails helped the client update user interfaces (UI) without reducing performance. It also eased integration linkages between the acquired solution’s frontend and the client’s existing backend.

OUTCOMES

The introduction of Agile methodology and the cloud-native application has helped the client significantly speed up time-to-market for new releases – it is now able to make releases several times a year.

The new IT architecture now allows the client to offer trading in Muni bonds (an acquired product) and U.S. treasuries (a new service). The solution also enables the client to support Chinese markets.

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Real-time tracking of a global container fleet

Real-time tracking of a global container fleet

Transportation & Logistics

Real-time tracking of a global container fleet

A cloud-based GPS-integrated solution delivered, for our client, real-time visibility of its shipments, bringing efficiencies in time, cost and regulatory compliance.

Client

A diversified global business group with a strong presence in maritime services.

Goal

Real-time tracking of a global container fleet.

Tools and technologies

Microsoft Azure, Node JS, C#, Bootstrap, and HTML5.

BUSINESS CHALLENGE

The pandemic has made it critical for transportation and logistics firms to manage their assets (or fleets) more efficiently.

Demand is high for real-time asset tracking and tracing solutions. For the marine services business of our client, real-time management of a global fleet of containers required continuous, global tracking.

Tracking the container fleet and meeting compliance requirements was laborious and error-prone, often leading to delays and lost opportunities. The client also did not have a mechanism to track customer usage of pay-per-use containers.

We were tasked with creating multi-tenant based cloud application that would be optimized for cost and yet not compromise the user experiences of customers and field teams.

SOLUTION

Our decade-long experience in radio-frequency identification (RFID) helped us address this challenge. Our information engineers, UX designers, solution architects, and business analysts worked onsite with the customer to test scenarios and create a new architecture along with new user experiences and interfaces.

We built the solution using the latest Microsoft Azure cloud services and BizTalk and RFID middleware for an integrated framework involving multiple customers (tenants) and services.

An offshore team engineered the new application with the capabilities sought by the client; the architecture team helped create new systems and environments for development, quality assurance (QA), user acceptance testing (UAT), and production. The solution was capable of handling large amounts of streaming data with the help of edge services located near-site. Customized workflows captured container movement within each site, while GPS services tracked container movement across the globe.

The application, which was deployed well within the scheduled deadline, enables post-production maintenance and enhancements from our offshore center.

OUTCOMES

We engineered real-time tracking and tracing for the client’s global container fleet, with map support and enhanced personalization for users based on location and asset class. Responsive design ensured that the application could be seamlessly used across various devices.

Our experience with RFID and cloud-based engineering helped us anticipate and prepare the scenarios well in advance so that solutions could be delivered to the client fast. This significantly reduced the time for the client to prepare cost and compliance status reports, and location-based dashboards for KPIs.

The near-real time tracking of containers reduced the time to calculate exact container usage and certificate status from days and hours to a few minutes.

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Setting a high standard for member experience

Setting a high standard for member experience

Standards & Membership

Setting a standard for member experience

We helped a global standards organization build a cloud-native microservices-based platform to store and share data on billions of products with members.

Client

One of the world’s leading retail standards organizations.

Goal

Build a 24x7 cloud-based platform capable of storing and sharing data on billions of products.

Tools and technologies

Java, Python, NodeJS, .NET, Azure PostgreSQL, Azure SQL, MongoDB, Redis, Azure DevOps, Pipelines, Git, Docker, Kubernetes and Azure App Service.

BUSINESS CHALLENGE

Our client is a global standards organization. Its products and codes are used by millions of brand owners, retailers and supply chain partners around the world.

The organization needed an always-on, scalable cloud-based platform capable of storing and sharing data on billions of products and related information with members and partners across the world.

The client also wanted the ability to onboard member organizations quickly and seamlessly.

They wanted the business capabilities developed on a platform to be available as modern and secure enterprise-level APIs.

SOLUTION

We chose a microservices architecture for high agility, loose coupling, independent deployability and maintainability.

We followed an API design-first approach and designed according to the standards-based API specification (OpenAPI Specification).

In line with best practices for securely publishing and maintaining APIs, our team deployed the Azure API management solution. We used Azure APIM developer portal to deliver a superior developer onboarding experience. The solution had other features as well:

  • Design and implementation of the Azure Virtual network for securely hosting the platform.
  • A cloud-native architecture using the Azure AppService and an Azure-managed Kubernetes platform.
  • Comprehensive performance testing and optimization at all levels to meet strict SLAs.
  • Security testing and vulnerability assessment to ensure secure APIs.

OUTCOMES

  • A robust and secure API platform that handles 200,000 API requests per day
  • 50 million codes uploaded in 40 product categories across more than 130 countries
  • Delivered a developer portal for quick onboarding of application developers
  • New 7-step verification mechanism led to the creation of new revenue streams

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A robust platform for investment advisors

A robust platform for investment advisors

Brokerage & Wealth

A robust platform for investment advisors

A prominent U.S. brokerage firm transformed its monolithic legacy apps for registered investment advisors (RIAs) into a microservices-based open platform and significantly improved user experience.

Client

A leading brokerage and wealth management firm based in the U.S.

Goal

Create a best-in-class platform for registered investment advisors (RIAs).

Tools and technologies

Pivotal Cloud Foundry, Spring Boot, Spring Cloud Gateway, Angular 6, TIBCO AMX BW, SQL Server, Hybrid Automation Framework (Selenium, Appium, Perfecto) and AppDynamics

BUSINESS CHALLENGE

With growing competition from nimble fintechs, custodians are under pressure to provide RIAs a differentiated experience. Many of them are looking to use advanced technology solutions such as machine learning, artificial intelligence and data and analytics to help RIAs improve the end consumer experience.

Our client had multiple legacy platforms built over the years that was preventing it from providing their RIAs with a secure, integrated and cost-effective solution.

SOLUTION

Iris has been played an integral role in transforming the client’s technology landscape from a legacy system to a modern, open, API-based architecture. The solutions we have implemented include:

  • An open access platform with API architecture as part of the client’s go-to-market strategy. We continue to work on integrating third party vendor applications and RIA back-office applications onto this platform.
  • The platform is highly reliable and secure with protection of data at rest and in motion using encryption. We have enabled encryption of data in transit to protect over 100+ integrations outside the client environment. We have used SAML and OAuth for user authentication.
  • An SSO solution provides multi-factor authentication (MFA) and a framework for privileged access management to secure customer information. The Iris team has also ensured mobile security for iOS & Android devices and helped the client plug platform vulnerabilities.
  • Developed responsive design as part of the UI transformation initiatives for core trading, advisory and educational solutions.
  • Transformed monolithic application into micro services-based architecture.
  • Provided flexible development capabilities with distributed Agile teams and extensive test automation reducing time to market and achieving significant cost savings.
  • Digitized end-to-end client onboarding with features for bulk onboarding, advisor authorization and ability to submit statutory documentation online and offline.
  • Created back-office solutions for money movement and cash and asset management that allowed RIAs to get a holistic view of clients and serve them on the go.
  • Customizable workflow to serve needs of individual advisor firms.

OUTCOMES

We enabled the client to securely integrate over hundreds of third-party apps and RIA back-office applications. Our test automation and Agile solutions helped the client reduce time to market for new features by 40%. Reduced the regression cycle duration by 60% with automated tests over six months. Increased test automation coverage to 70%. Reduced defect leakage to less than 1%. Improved performance of business transactions by 30% to 40% on the web platform. Addressed > 70% of security and vulnerability issues, leading to a better customer experience.

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Gain speed to market with DevOps solutions

Gain speed to market with DevOps solutions

Wealth Management

Gain speed to market with DevOps solutions

A wealth management firm moved from a legacy application environment to a microservices ecosystem. The switch cut production time and expedited the roll-out of releases.

Client

The client is a leading wealth management firm in the U.S.

Goal

DevOps strategy to shorten production timelines and speed time-to-market.

Tools and technologies

JIRA, Jenkins, GitHub, AWS, ECR, Docker, EKS and Helm.

BUSINESS CHALLENGE

The client used multiple legacy applications with a highly complex codebase to run its operations. As a result, it had long production lifecycles and spent several person-hours in integration and deployment.

On the technology front, the client faced challenges in the way server-side applications were defined, stored and managed. Its IT team also had to manage the deployment of multiple Kubernetes manifest files.

SOLUTION

Iris recommended that the client move to a microservices ecosystem. Here’s how we deployed the solution:

  • We defined an enterprise-level DevOps strategy using Helm
  • Identified the scope of apps that needed to be on-boarded across the enterprise
  • Implemented a DevOps pipeline for microservices on the Kubernetes cluster
  • Deployed the infrastructure, dependencies and applications with Kubernetes using Helm
  • Delivered continuous improvement through Helm release updates and rollbacks

OUTCOMES

The DevOps pipeline significantly improved time-to-market for new releases.

  • 20x faster release cycle
  • 40% improvement in quality with end-to-end traceability
  • 15x improvement in the mean time to deployment (MTTD)

We also put in place robust security control and validation processes; and provided for auditable release requests.

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