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Cloud-Based Compatibility Testing: How Roq Enabled Reliable UAT For a Global Derivatives Marketplace

To support the global rollout of a new web and mobile-based platform, our client required compatibility testing across a wide range of Microsoft Excel and Windows configurations. Through Roq’s Delivery Augmentation solution, we embedded a dedicated testing team to perform extensive compatibility testing, increase confidence in release quality, and free up the client’s resources to focus on higher-value testing activities.

OUR CLIENT

Our client is the world’s leading and most diverse derivatives marketplace, processing over 3 billion contracts annually, worth approximately $1 quadrillion. Offering the broadest range of global benchmark products, they support buyers and sellers across all major asset classes, including interest rates, equity indexes, foreign exchange, energy, agriculture, metals, and more. Their digital trading platform is a mission-critical application supporting the full trading lifecycle — from pre-trade to post-trade activities — for users across the globe. 

THE CLIENT CHALLENGE

To ensure successful global roll-out, our client needed to validate their Excel Add-In across a wide range of operating environments. Key challenges included: 

  • Ensuring compatibility across multiple combinations of Microsoft Windows OS and Excel versions, reflecting their global client base. 

  • Minimising test infrastructure and execution costs by avoiding upfront hardware investment. 

  • Alleviating pressure on internal test teams, already at capacity with functional testing. 

  • Reducing delays in defect diagnosis by improving access to consistent, reproducible test environments. 

WHAT WE DELIVERED

Through Roq’s Delivery Augmentation solution, we provided a specialist team embedded within the client’s testing function to take ownership of compatibility testing. Our consultants delivered: 

  • Compatibility testing across multiple virtual environments, using Skytap Cloud to simulate key user configurations efficiently and securely. 

  • End-to-end test planning and execution of installation, removal, and functionality checks for the Excel Add-Ins across all supported permutations. 

  • Bi-weekly regression testing cycles, with structured defect recording and triage, supported by integration into the client’s Jira system. 

  • Virtual machine snapshots for rapid defect reproduction and analysis by the client’s development team. 

  • Ongoing communication and coordination with the client’s internal teams, ensuring clear visibility of progress and testing outcomes throughout the engagement. 

CLIENT IMPACT

The engagement enabled our client to move forward with confidence in their compatibility testing coverage and focus their efforts where they were needed most: 

  • Increased release confidence through thorough compatibility testing, ensuring Excel Add-Ins performed reliably across all supported environments. 

  • Freed up internal resources, allowing in-house testers to focus on business-critical functional testing. 

  • Reduced infrastructure costs by leveraging cloud-based test environments instead of investing in dedicated hardware. 

  • Faster issue resolution enabled by virtual machine snapshots, allowing development teams to reproduce and fix defects quickly and effectively. 

To find out how Roq’s Delivery Augmentation solution can support your business, contact our experts at ask@roq.co.uk

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