Company Background
A leader in commercial equipment financing, this company partners with third-party originators and lessors across the U.S. to provide innovative leasing solutions. With a portfolio of over 40,000 customers and $1.7B in assets, it finances equipment acquisitions ranging from $5,000 to $1.5MM. Established in 1975 and now part of a larger banking institution, the company continues to expand its services, backed by a team of over 230 experts and a reputation for financial strength and reliability.
The Challenges
Manual Testing Process: Time consuming and inefficient, causing deployment delays and prone to human errors
Impact on Business Operations: The limitation of manual testing led to prolonged testing cycles prone to errors, and lacked scalability as their volume of lease transactions grew.
The Solution – Salesforce Manual testing process
To align with the company’s unique requirements, the solution was configured with customized Salesforce bots to automate lease origination and ACH processing workflows.
- Automated end-to-end testing of lease origination and ACH workflows.
- Customizable test case templates to match evolving business requirements.
- Real-time reporting and analytics to monitor test results and identify issues proactively.
Training & Support
The company’s team received comprehensive training, including:
Support From the Copado Team
Access to Online Certifications and Knowledge Base
The training was well-received, with no significant challenges during adoption. Liventus continues to offer dedicated technical support, ensuring smooth operations and troubleshooting assistance when needed.
Results & Measurable Impact
Automation
Automated 95% of their test cases, significantly reducing manual efforts.
Accuracy
Minimized errors in testing, leading to a smoother customer experience.
Efficiency
Allowed employees to focus on strategic initiatives, enhancing job satisfaction & efficiency.
