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Consulting & Advisory

A test automation
strategy that pays back.

Automation strategy for organisations that want test and business automation to deliver real returns. PinnacleQM defines what to automate, which tools to use and how to scale without losing existing investment.

Broken automation dashboard with many failed scripts
Team reviewing a clear, costed automation roadmap

30+years of international
IT experience

The challenge

Most automation disappoints.
It needn't.

Many organisations automate the wrong things first, choose tools that need scarce coding skills, and end up spending more on script maintenance than they save. Regression still takes weeks and the business case quietly falls apart.

PinnacleQM builds automation strategies around business risk and return. We score candidates, select tools, design for reuse from delivery into acceptance and RPA, and plan a controlled rollout with measurable targets. Every recommendation is costed.

Benefits

A strategy
built on return.

Automation is an investment. Our strategies show where it will pay back, how quickly, and what it takes to keep it paying back as systems change.

Engineer with headset working across multiple monitors in a modern tech office
Proven return 125 testers. Replaced by 12.

Automation strategy delivered for a Big 4 bank.

  • Right candidates first

    Every candidate is scored on criticality, frequency, stability, reuse and return, so effort goes where it pays.

  • Credible ROI case

    Business cases use your baseline effort and costs, not vendor claims, so investment decisions hold up.

  • Tool-neutral selection

    We assess vendor, open-source and PinnacleQM platforms against your needs rather than defaulting to one tool.

  • Designed for reuse

    Assets are planned for reuse across regression, acceptance, support and RPA, so each is built once.

  • Lower maintenance

    No-code and layered designs keep upkeep low, so teams spend time adding coverage instead of repairing scripts.

  • Controlled rollout

    Pilots and parallel running protect existing automation, with results compared before anything is retired or replaced.

How we can help

Strategy across
every automation layer.

Enterprise and project automation strategies covering testing, delivery pipelines, acceptance and business operations.

Current-state automation assessment

We inventory existing scripts, tools, schedules and data dependencies, and baseline coverage, stability and maintenance effort against your critical business processes, so the strategy starts from facts. We also record which scripts are worth keeping, converting or retiring.

  • Script and tool inventory
  • Coverage and stability baseline
  • Maintenance effort analysis
Inventory of existing scripts and tools
Inventory of existing scripts and tools

Candidate scoring and prioritisation

Candidates are scored on business criticality, execution frequency, stability, reuse potential and expected return, favouring API, service and data layers before brittle user-interface tests. Quick wins are separated from longer-term candidates so value arrives early.

  • Weighted candidate scoring
  • API and data layers first
  • Quick wins identified
Scoring matrix of automation candidates
Scoring matrix of automation candidates

Tool selection and architecture

We evaluate vendor, open-source and PinnacleQM platforms against your technologies, skills, pipeline and budget, and design an automation architecture that integrates with your existing tools. We recommend hosting and licensing options that suit your budget and security needs.

  • Selection criteria and evaluation
  • Integration architecture
  • Licensing and hosting options
Tool evaluation against selection criteria
Tool evaluation against selection criteria

Business case and ROI

We build a business case from your baseline effort, cycle times and costs, with ROI calculators showing payback period, ongoing savings and the assumptions behind them. Assumptions are documented so finance teams can test and challenge them.

  • Baseline-driven ROI model
  • Payback and savings
  • Transparent assumptions
Business case with costs and savings
Business case with costs and savings

CI/CT and continuous delivery

We define how automation fits your CI/CD pipeline, including continuous testing, quality gates and change and release processes, so automation speeds releases instead of sitting beside them. We also define how automation results feed release decisions.

  • Continuous testing design
  • Quality gates
  • Release process integration
CI/CD pipeline with automation gates
CI/CD pipeline with automation gates

Acceptance and business automation

We extend strategy beyond IT to business acceptance automation and RPA, planning how delivery assets are reused so business teams gain capacity as well as IT. Business users gain capacity rather than just being asked to test more.

  • Automated user acceptance
  • RPA reuse planning
  • Business process automation
Business users reviewing automated processes
Business users reviewing automated processes
Our approach

From strategy
to proven automation.

A strategy is only useful once it is proven. We move from assessment to pilot quickly, with measures agreed up front.

Modern office with a large screen showing data dashboards and charts
Automation Strategy Protect what works.
Automate what pays.
  1. Discover

    Inventory scripts, tools and processes, and baseline coverage, stability, effort and cost.

  2. Prioritise

    Score candidates and agree the scope, targets and success measures against your measured baseline.

  3. Select

    Evaluate and select tools, and design the architecture and reuse model. Architecture and reuse decisions are documented for your teams.

  4. Prove

    Pilot a group of high-value processes and compare results with the current approach.

  5. Plan

    Deliver the roadmap, business case and rollout waves, with governance and training.

PinnacleQM client outcomes

Automation strategy results
our clients can measure.

Lending programme team reviewing process charts
Banking / Automation

Quarterly releases to daily and weekly with 12 people

Enginuity as a service and a team of 12 replaced a 125-person offshore regression team across a Big 4 bank's end-to-end lending systems.

Read more
Analysts comparing core banking screens side by side
Banking / Automation

1,383 screen changes absorbed in two hours

When a core banking platform was upgraded, Enginuity's machine learning updated the automation in 2 hours and every script ran without test pack changes.

Read more
SAP and HR dashboard on a desktop monitor
Resources / SAP Automation

Tens of thousands of SAP test hours a month, unmanned

A resources company runs SAP and SuccessFactors regression every month with no testers at the keyboard and $0 additional cost.

Read more
Voice of the customer

In the words
of our customers.

We integrated Pinnacle’s teams and solutions into our capability. Services and solutions engaged within project delivery, business acceptance, patching and upgrades. We automate much more, with minimal backlogs as we automate within sprints. Business user satisfaction has never been higher.
Chief Technology Officer Enterprise systems client
Pinnacle now supports our SAP S/4HANA projects, integrations, maintenance and patching changes, reusing automation for scaled data obfuscation for offshore development teams and automating business processes. Great collaboration. I cannot imagine doing this without them.
SAP Programme Director SAP S/4HANA programme
We use Pinnacle’s services and automation platform for all our test and automation demands. Virtual worker bot groups replace each business team’s need to support changes. A small Pinnacle offshore team manages a massive library of tens of thousands of automated transactions. This is a massive saving and value to our company. We love this collaborative way of working.
Vice President, HR Services Enterprise client
After working with Pinnacle on client projects, we now involve them in business projects and maintenance too. Projects run smoother, with realism and optimisation in schedules. We deliver more reliably and achieve greater customer success. They set a high bar for communication, pace and quality.
Delivery Executive Software company
Pinnacle has helped ensure our customers are on latest versions and manage impacts to client systems. A valued partner in delivering upgrades and integrations, their automation frameworks work well with our platforms.
Executive Software company
We struggled to meet growing demands using traditional tools. With Pinnacle, we adopted several of their SaaS automation platforms. Now we have an army of virtual bots running any time, and we are not struggling to maintain script libraries anymore.
Product Development Lead Cloud ERP provider
Talk to an automation strategist

Build an automation
case that holds up.

Tell us about your current automation, tools and release cadence. We will show where automation will pay back fastest and what a credible business case would look like.

List your key applications, current tools and main automation frustrations.