Web & Mobile QA Leadership – Insurance Product Testing & Agile Transformation

Led QA for Pacific Blue Cross’s digital insurance products, driving agile transformation and product launches.

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Understanding the Challenge

Pacific Blue Cross faced the challenge of rapidly modernizing its legacy insurance products and member-facing platforms within a dynamic digital landscape. This involved not only launching new, complex digital products like IPWeb, Travel Insurance, and a Critical Illness product, but also transforming internal QA practices to align with agile methodologies (SAFe Agile). The need was for a Test Lead capable of managing multi-product test delivery, ensuring accuracy of critical components like a premium rules engine, integrating mobile app testing, and spearheading a cultural shift towards iterative testing and continuous improvement, all while maintaining strict regulatory compliance and high quality.

Key Contributions & Outcomes

Our contributions significantly propelled Pacific Blue Cross’s digital transformation and product rollouts:

Multi-Product Test Delivery: I spearheaded comprehensive QA efforts for three critical solutions:

IPWeb: Managed testing for this web intake platform, covering legacy products including Health, Dental, and Group Insurance.

Travel Insurance: Led both web and mobile application testing, meticulously verifying functionality and integration, including the backend Customer Service Representative (CSR) system.

Critical Illness: Served as the Acting Test Lead from project initiation through Minimum Viable Product (MVP) delivery, managing the full QA lifecycle for this flagship product.

Agile Transformation Support: I actively supported PBC’s organizational transition to SAFe Agile methodologies. This involved the successful implementation of Kanban-style planning, sprint-based delivery models, and iterative testing practices, enhancing team velocity and responsiveness.

Rules Engine Verification: A core responsibility was leading the rigorous validation of the Travel Insurance Premium Rules Engine. This ensured absolutely accurate premium outputs based on diverse user parameters such as age, gender, and health risk profiles, which was critical for precise policy pricing.

RPA Familiarity: I collaborated with teams actively exploring Robotic Process Automation (RPA) solutions, specifically utilizing Blue Prism. Our team offered crucial QA perspectives on automation validation techniques and assisted in identifying suitable use cases for RPA implementation.

Mobile App Testing: I led the comprehensive QA for the Travel Insurance mobile app. This focused intensely on verifying premium calculations, ensuring seamless UI/UX consistency across devices, and confirming robust integration with backend systems.

Test Strategy & Execution: I authored detailed, requirement-based test plans, precise test cases, and robust traceability matrices, primarily utilizing Azure DevOps (formerly MSTF). I effectively managed user stories, defined clear acceptance criteria, and streamlined test execution workflows.

Stakeholder & Defect Management: I successfully conducted weekly defect triage meetings, coordinating efficient vendor resolution cycles and providing clear, executive-level test status reports. I played a central and active role in both the planning and facilitation of User Acceptance Testing (UAT) and System Integration Testing (SIT) phases.

Gap Analysis & Documentation: I meticulously reviewed design documentation against established requirements to proactively identify potential testing gaps early in the lifecycle. This proactive approach ensured comprehensive test coverage and effectively mitigated project risks through thorough pre-execution quality reviews.

Pacific Blue Cross (PBC), a prominent health benefits provider, embarked on significant digital transformation initiatives. The core objective was to modernize their insurance products and enhance member-facing platforms. This strategic shift aimed to improve user experience, streamline operations, and introduce innovative digital solutions across their product portfolio.
As the Test Lead for these initiatives, my role was instrumental from July 2017 to October 2019. I was responsible for the successful delivery of three high-impact insurance solutions: IPWeb, a Travel Insurance platform, and a flagship Critical Illness product. A crucial aspect of this engagement also involved leading the organization's transition towards modern agile Quality Assurance practices, fostering efficiency and collaboration.

Where It Took Them

Pacific Blue Cross successfully launched three pivotal digital products, each fully meeting stringent regulatory, critical business, and essential customer usability requirements. My leadership in test execution and the strategic implementation of agile processes significantly improved overall delivery velocity, enhanced confidence in product quality, and fostered stronger internal collaboration across both QA and product development teams.

Case Details

01. Launch: July 2017

02. Client: Pacific Blue Cross (PBC)

03. Scope: 2.5 Year

04. Solution:
Played a pivotal role in delivering three high-impact insurance solutions (IPWeb, Travel Insurance, Critical Illness) and leading the adoption of agile QA practices for Pacific Blue Cross.

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