The next tool

My client just successfully upgraded to the latest version of their primary software. I was surprised they chose to do it over a holiday weekend, which forced certain staff members to work to ensure the upgrade completed without a hitch. Outside of a few technical issues, it sounds like it was a successful upgrade. With the heavy lift of this upgrade in the rearview mirror, I am now turning my attention to the latest tool.

One key component of a successful upgrade is testing. I met with the testing team a few weeks ago, and they presented how they currently operate. I wasn't surprised by how much manual work goes into creating test cases and documenting the results. I immediately started brainstorming ways to streamline the process.

When I worked for a large insurance company, our team had something called Claim Finder. It was a macro-enabled Excel document with Visual Basic code that let a non-technical user specify requirements and generate claim queries. A claim is a record that a healthcare provider submits to a health insurance company with all the relevant details for payment. My plan is to create my own version of Claim Finder. The query is actually the easy part. The challenging part will be incorporating all the user-defined fields passed to the query to tailor the results.