Accelerating CPQ Testing: 2X Efficiency and Zero Downtime Through Continuous Automation

To address the customer’s challenges, we implemented a streamlined, automated testing solution that focused on improving efficiency and accuracy.

What Our Certified Experts Executed

Step 1 – Identifying Key Data Points for Validation

We identified the critical areas that required thorough validation, including:

• Product Configuration Data: All product rules, constraints, and dependencies were correctly applied.
• Pricing Data: Accuracy of price calculations, discounts, and promotions was validated.
• Quote Generation: Checked the accuracy of quote documents and approval rules.
• Subscription & Renewal Data: Recurring pricing and renewal terms were validated.
• Approval Workflows: Routing and approval rules were functioning correctly.
• Integration Data: Data flow between CPQ, CRM, ERP, and Billing systems was validated.

Step 2 – Choosing an Automation Approach

We opted for Selenium with Java to build a custom framework. This automated the entire CPQ process, from creating accounts and generating quotes to validating pricing data and managing approval workflows.

Step 3 – Automating Test Data Management

We automated the management of test data to ensure consistency and reliability. Our approach included:

• Using synthetic test data to run automation scripts.
• Leveraging data snapshots before and after transactions.
• Maintaining reference datasets for comparisons across multiple price books, routes, and record types.

Step 4 – Implementing Reusable Automation Scripts

We developed a library of reusable, parameterized test scripts to cover a wide range of scenarios, which significantly reduced manual intervention and testing time. Our approach included:

• Creation of parameterized test scripts to handle multiple scenarios.
• Implementation of data-driven testing with CSV/Excel/Database inputs.
• Use of Assertions to verify expected vs. actual outcomes.