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Rolling out a new POS system

A publicly traded, New York-based marketer of fine accessories and gifts with more than 300 stores in the United States and Canada was on the verge of replacing its existing POS system with a new, Windows-based POS. The POS project team was anticipating the receipt of new code from their POS vendor on a regular basis, both leading up to and following pilot and rollout. Each code release would address defects discovered in prior releases and/or new functional enhancements required by the Store Operations team. While their POS vendor conducted testing of their own code, the POS team was not confident in the vendor’s ability to conduct comprehensive end user testing.

Challenge - Leading fine accessories retailer needed support to test and ensure stability of new POS system.

Solution - A dedicated quality assurance analyst / tester to perform regression testing, unit testing, and provide rollout support.

Result – Smooth rollout of a highly stable POS system.
To achieve a level of confidence with the approaching pilot, the team sought to conduct end-user testing of each code release in its own, on-site POS lab. However, with no dedicated testing resources on staff, the POS team turned to Sophelle to ensure the quality of the new POS software releases.

Sophelle's Assessment
Sophelle delivered an experienced quality assurance analyst / tester to work with the retailer’s POS team. Their team was seeking reinforcements in a number of areas:

Unit Testing
Regular code releases would require unit test planning, scripting, and execution.

Regression Testing
Regular code releases would require execution of the regression test set.

Regression Test Set
Existing regression test set was gradually becoming outdated as custom functional enhancements were delivered in each code release.

Bug Duplication
In addition to defects found in code releases via testing, the POS team needed support addressing and duplicating issues reported from outside the lab, in the field.

Rollout Support
Periodically, during rollout, manual intervention is required to either install a new code release at a particular store, or address other miscellaneous issues.

Solution
With each new code release, Sophelle executed the established regression test. When validating functional enhancements, Sophelle developed and executed thorough unit test plans based on the defined functional requirements, resulting in step-by-step manual test scripts with clear expected results.
Sophelle worked with POS team members to overhaul the POS regression test set, accounting for features and functions not yet introduced when the set was first created.

Often working directly with store personnel, Sophelle was able to duplicate and document critical defects initially discovered in the field, providing the POS vendor with a roadmap for resolution.
Periodically, miscellaneous rollout issues would arise, and Sophelle worked with the POS team to address these issues, often dialing into stores’ POS systems to modify an incorrect system setting or manually distributing the proper version of POS code.

Result
The POS team considered the engagement a complete success, continually extending Sophelle’s involvement well beyond the original timeframe. Sophelle’s flexible, diligent work in the POS lab took an immense amount of time and resource pressure off the retailer’s POS team. Sophelle became a vital contributor to their efforts; identifying and escalating numerous critical issues before they reached the field; serving as a key liaison to the retailer’s POS vendor; providing management with high-level test result summaries to aid in ‘Go/No-Go’ decisions; and quickly becoming the organization’s POS lab guru.