Time Machine® helps Folksam Validate CRM Automated Campaign Planning
Tuesday, April 8, 2024 at 12:00 PM EDT
Enabling Testing of Date Sensitive Offers on “Set Date” for Validity
Challenge: Time Shift Testing for Insurance CRM Application to Assure Accuracy and Validity of Future Campaign Offering
Folksam is developing and continuously deploying a CRM system where they present their sales people with a comprehensive picture of their customer's needs, and thus tailor and optimize the salesperson’s interaction and experience with the customer. As a result, sales can connect with customers not only as part of a campaign, but also spontaneously whenever there are indications or triggers that that the customer has experienced changes that have impact on current or future policies. For instance, could a move to a new home trigger a call from sales to check if the customer wants to make changes to the current home insurance and offer other services.
The CRM system will provide automated campaign planning and process support during customer interactions with continuous decision support for the salesperson.
A campaign is an offer that is planned in advance and that provides a certain rebate or a certain product with validity in time. Folksam has to be able to test that the offer is available during the dates set in the campaign and also see that, once you have settled on a certain policy or product, that is added and working as expected in the insurance system - the point being that the salesperson will help the customer to find possible changes or additions to their current policy and this has to be correctly entered into the system and billed properly.
The platform is Java based, deployed on AIX servers running IBM WebSphere with SQL Server backend (for local data. It interfaces with an array of systems) to connect to other insurance systems and databases within Folksam, as well as other systems responsible for email handling, and campaign organization.
The challenge for Folksam’s team is to conduct future date testing today to validate its future campaign offering.
The Time Machine Solution:
After thorough research, the team identified Time Machine as the only solution for their project. It could handle all platforms used and in a consistent manner, capabilities that were necessary to provide the testing facilities needed for success. Furthermore, the team leaders considered Time Machine paramount for Folksam to be able to future test their automated campaign module, processing, and billing by setting up virtual clocks at any time.
Time Machine enables the testing team to simulate time through the campaign lifecycle with ease. So in a couple hours, they can validate their entire 30 day campaign! Testers can time travel to any virtual date without the need to coordinate with administrators to shut down or restart applications, or change the system clock.
Time Machine is the only solution to do time travel in Windows Active Directory secure environment. Time Machine boosts testers' productivity tremendously.
With Time Machine’s multiple virtual clocks, one test environment can become multiple test environments. As a result, testers can test different campaigns with different time periods concurrently in the same environment. This saves hardware, software and people costs.
According to Karl-Konig Königsson, Folksam’s IT Project Manager, "Time Machine is paramount for us to test our Automated Campaign Planning, Processing & Billing in a timely fashion. All this needs to be ascertained today, to be possible to provide tomorrow. Thus the need for Time Machine and thus the extensive use of the product."
About Folksam:
Folksam is one of Sweden’s largest financial companies offering insurance and pension investments. Almost one in two Swedes is insured with Folksam and Folksam is Sweden’s biggest asset manager. Their vision is that people should feel secure in a sustainable world.
About Time Machine:
Time Machine saves ten-fold or more on resources and costs associated with temporal testing of applications. It enables you to finish your large scale software projects on time and under budget. Some other usage scenarios of Time Machine include Cloud migration, time zone adjustment, data aging, Big Data analysis and online training. Time Machine is the original date and time simulation software for Unix and Windows since 1997 and it is Cloud ready. Thousands of customers worldwide utilize Time Machine successfully across all industries on a daily basis; including 47 of the Fortune 100 companies.
About Solution-Soft:
Solution-Soft is the leader in virtual clock, time shift testing software solutions for the ever-changing digital world. Our flagship and market proven product, Time Machine, opened up brand new possibilities in the application testing landscape upon its release in 1997. Today, thousands of applications have been tested with Time Machine, and IT professionals recognize that using a virtual clock is the ideal and safest way to conduct date and time testing. As pioneer in our field, we've created the Time Machine Product Suite and Time Machine for Container, a collection of cutting-edge testing software that augment Time Machine to further streamline enterprise cloud initiatives, containerization, micro services, and IT modernization for end-to-end integration testing, cloud migration, test automation, Agile/DevOPs, Continuous Operation, and Test Data Management.
We proudly provide our 2000+ domestic and international customers, including 47 of Fortune 100 companies, with our advanced solutions to optimize their testing and help deliver projects on-time. Solution-Soft's customers are across all market sectors including 3M, AMEX, AIG, Australia Tax Office, BBC, Boeing, British Gas, Covered California, Dept of Works & Pension, Deutsche Bank, Discover, FedEx, Federal Reserve Bank, Orange, National Australia Bank, SNCF, and Zurich Insurance. We bolster our market presence through robust partnerships with companies including Accenture, Capgemini, DXC, HPE, IBM, Infosys, Microsoft, Oracle, Red Hat, and RedMane.
Founded in 1993, Solution-Soft is privately held and based in Santa Clara, CA.
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