The Company
With over a century of history, the client has played a key role in shaping Chile’s financial system. Today, as one of the country’s most trusted institutions, the client continues to lead the way in digital banking by adopting global best practices and enhancing operational efficiency.
To support its digital transformation, the client sought to optimize internal processes and ensure seamless collaboration across key departments, including QA Sub-Management, PMO, Cybersecurity, and BI. By implementing Xray, the bank gained full visibility into its testing workflows, improved traceability, and strengthened its quality assurance strategy.
With Xray, the client has enhanced test management, ensuring greater efficiency and security in delivering innovative, customer-centric financial solutions. As a result, the bank continues to set the benchmark for excellence in the Chilean financial industry.
The Partner
As an Xray Advanced Partner, TSoft specializes in delivering comprehensive solutions that maximize the value of technology investments. With over 13 years of experience in the Latin American market, TSoft helps organizations implement intelligent IT management strategies that drive efficiency and innovation.
Operating across Argentina, Chile, Spain, Mexico, Paraguay, Peru, and Uruguay, TSoft has successfully supported numerous enterprises in optimizing their software testing and quality assurance processes. Their consultants leverage Xray to ensure seamless test management, improved traceability, and enhanced collaboration across teams.
By integrating Xray into their solutions, TSoft continues to empower businesses across the region, ensuring that IT investments translate into real, measurable value.
The challenge: a disconnected testing ecosystem
The client struggled with a fragmented test management system. Their 50.000 test cases were scattered across teams, limiting visibility, collaboration, and test coverage analysis. Using Zephyr Scale Server, they faced several roadblocks:
- Lack of traceability between requirements, test cases, and defects;
- Limited test case reusability, leading to duplicated efforts;
- Lack of customized governance model, making it difficult to standardize testing processes;
- Siloed IT teams, slowing down collaboration;
- Lack of flexibility to support their evolving needs;
- Manual processes that hindered automation and standardization.
To modernize their software quality governance, the bank needed a centralized, scalable, and automation-ready solution.
The migration to Xray: a smooth but strategic shift
The transition to Xray was a critical milestone, requiring a balance between minimizing disruption and maximizing adoption. The process unfolded in carefully planned stages:
- Discovery and analysis – a deep dive into existing testing workflows helped tailor Xray to the bank’s needs;
- Solution design – custom workflows, fields, and reports were configured to optimize testing processes;
- Sandbox implementation – a safe environment allowed teams to experiment, validate configurations, and refine the setup;
- Pilot migration – 50.000 test cases were migrated and tested before full deployment.
- Intensive training and support:
- Xray Academy courses ensured a fast learning curve.
- Spanish-language training and video knowledge capsules in Confluence accelerated adoption.
- Production rollout – The complete transition to Xray was executed with ongoing support.
- CI/CD & automation integration – Xray was integrated into the bank’s automation and performance testing ecosystem.
During implementation, 60 support requests were raised—each addressed with a proactive, collaborative approach, ensuring a smooth transition.
The results: a transformed testing process
With Xray fully integrated, the client achieved:
✅ Centralized test management – 100.000 tests consolidated across sandbox and production environments;
✅ Faster defect detection – identified 802 defects in 7 months, compared to 7,700 over 41 months with Zephyr;
✅ Standardized processes – established governance playbooks and a unified testing strategy.
✅ Enhanced traceability – requirements, test cases, and defects are now seamlessly linked;
✅ Boosted test reusability – 52.000 reusable test cases, with an 8% reuse rate improving efficiency;
✅ Increased automation – 2.600 test cases automated in January alone;
✅ Scalability – 334 active Xray users, out of 2.000 licenses, benefiting from improved workflows.
"Migrating to Xray didn’t just consolidate 100.000 test cases into a single environment - it transformed traceability between requirements and defects. Teams can now pinpoint critical issues in hours, not days, cutting incident analysis time by 40% compared to Zephyr Scale."
Jonathan Santos, Senior Consultant at TSoft
A new standard for quality assurance
By switching to Xray, the client transformed its test management approach, ensuring greater traceability, efficiency, and collaboration. The seamless integration of Xray has empowered teams with a unified, structured testing strategy, ensuring full visibility into the software development lifecycle.
With improved defect detection, the bank can proactively address issues before they impact customers, enhancing overall service quality. Increased test automation has significantly accelerated testing cycles, reducing time-to-market for new digital banking solutions.
Now positioned as a leader in digital banking innovation, the bank continues to set new industry benchmarks, delivering secure, customer-centric solutions with unmatched reliability and speed.
"Xray isn’t just a tool - it’s a strategic enabler. Its ability to create custom issue types and tailored workflows lets teams design a testing governance model that fits like a glove. This ensures clear processes, defined roles, and standardized metrics, critical for QA in regulated sectors like finance. With Xray, governance shifts from a constraint to a quality accelerator."
Jonathan Santos, Senior Consultant at TSoft
