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."

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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

Software Virtual Clocks for Time Travel Testing. Simulate past and future dates effortlessly with Time Machine®, enabling comprehensive testing of your date- and time-sensitive applications. Ideal for validating critical business processes like quarter-end and year-end processing, billing cycles, regulatory compliance (including Year 2038), and policy lifecycles during integration, upgrades, virtualization, cloud migration, and containerization. Eliminate the risks and downtime associated with system clock resets in complex environments like Active Directory and Kerberos.

About Solution-Soft

The Leader in Virtual Clock and Time Travel Testing Solutions

Since 1997, Solution-Soft has been at the forefront of virtual clock software and time travel testing solutions, empowering organizations in the ever-evolving digital world. Our flagship product, Time Machine, has revolutionized application testing, enabling thousands of companies, including 47 of the Fortune 100 US companies, to reduce costs and accelerate project delivery by an average of 3 – 10 times across traditional systems and containerized applications.

The Time Machine Product Suite extends these capabilities, optimizing cloud migration, test automation, Agile/DevOps, and containerization testing. Our latest innovation, Time Machine for Containers, supports standalone Docker containers and large-scale Kubernetes and OpenShift clusters (including a 16,000+ CPU core, 1,300+ namespace deployments).

Trusted by over 2,000 customers worldwide across diverse industries (including 3M, AMEX, BBC, Boeing, and more) and partnered with industry leaders like Accenture, IBM, Microsoft, Oracle, and Red Hat, Solution-Soft, founded in 1993 and headquartered in Santa Clara, CA, provides cutting-edge solutions for your time-sensitive testing needs. Learn more at www.solution-soft.com or call +1.408.346.1400.

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