
Success story - Leading UK wealth management organisation
Quality assurance in the modernisation of an asset management platform
Izertis provides strategy and governance to replace a legacy platform with a modern core business system featuring complex business processes, a significant migration of critical data, numerous connected applications and very strict regulatory requirements

The project
The organisation was replacing a critical legacy platform with a modern core business system, a programme of significant scale and complexity. The new platform required testing across multiple upstream and downstream integrations, alongside validation of large volumes of business-critical data being migrated from the legacy environment.
End-to-end business processes needed to function correctly across numerous connected applications, while multiple delivery teams worked simultaneously across agile, waterfall and hybrid methodologies, creating coordination challenges.
The client also needed meaningful quality metrics and governance to support informed go-live decisions, all while maintaining business continuity and minimising operational and delivery risk. Independent assurance was essential to give stakeholders confidence that the solution met both functional and non-functional expectations before release.
The challenges
Complex integrations across multiple applications
Large-scale migration of critical business data
Multiple methodologies running in parallel
Need for objective go-live quality metrics

The solution
Izertis was engaged as the independent Quality Assurance and Testing partner for a large-scale transformation replacing a critical legacy platform with a modern core business system. The programme involved complex business processes, significant data migration, numerous integrations and stringent regulatory requirements.
Using our Quality 360 methodology, we provided test strategy, governance and hands-on testing across agile, waterfall and hybrid workstreams. This gave stakeholders confidence that the platform was deployed safely, securely and with minimal disruption to the business and its clients, while ensuring functional and non-functional readiness ahead of go-live across a demanding, multi-methodology delivery environment.
The result
The organisation successfully deployed its new core business platform with confidence, having validated complex end-to-end business processes and integrations and confirmed the integrity of migrated business-critical data. Objective quality reporting supported key programme decisions, and early identification and resolution of defects reduced delivery risk.
Collaboration improved between business, technology and vendor teams, and the programme established a scalable testing capability to support future change. Izertis went on to continue supporting the organisation with testing and quality engineering expertise for ongoing enhancements, releases and business change initiatives as a trusted delivery partner.
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