How a Document Management Company Streamlined Testing and Boosted Efficiency with TestRail and Reflect

testrail reflect case study

A leading document management company in the document management industry has made significant strides in streamlining digital content access and organization with its cloud-based document management platform. Their suite of software products enables companies to digitize and efficiently manage their operations, forms, procedures, and content.

With a remarkable history of over 25 years of service, the company’s solutions are extensively utilized across State and Local government sectors, underpinning the digital transformation of numerous agencies.

The Challenge:

“Prior to adopting Reflect and TestRail, each product release required multiple days of effort, with testing activities tracked in home-grown spreadsheets. Without a test case management system, our testing efforts were impossible to track over time.”

– Product Manager at the Document Management Company

Before adopting TestRail, the company relied on shared spreadsheets to manage its testing activities. This approach presented various challenges, especially for test case coverage. Since the testing process was handled manually through spreadsheets, it was difficult for them to achieve and track comprehensive coverage across their systems. It also hindered visibility into their testing efforts, making it challenging to track progress and identify gaps in test coverage.

Moreover, writing and maintaining code-based tests posed another difficulty for the company, resulting in higher maintenance costs and lower overall efficiency. The existing automation tools required software development experience, limiting the participation of the entire QA team in automation efforts. 

Lastly, the company lacked a centralized system to manage both manual and automated testing, leading to fragmented information and decreased efficiency in test management.

The Solution:

“We evaluated multiple solutions, and using Reflect as our automation platform alongside TestRail as our test case management solution was the clear choice for us. These tools are now critical parts of our development workflow and work seamlessly with other critical tools in our development cycle, like Jira and Bitbucket.”

– Product Manager at the Document Management Company

After exploring multiple options, the company concluded that TestRail and Reflect fit their testing needs perfectly. They were looking for a test management platform that didn’t just show testing progress at a glance but also helped them keep track of coverage and traceability. TestRail’s user-friendly dashboard and wide range of integrations perfectly met their requirements.

Additionally, the company wanted an automated testing tool that provided a no-code solution, enabling their entire testing team to participate in the automation effort regardless of their development experience. Reflect provided an AI-assisted, easy-to-use solution that is also fully integrated with TestRail to provide a single, consolidated source of truth for all of the testing data.

By adopting TestRail and Reflect, the company’s team was able to:

Increase test case coverage 

TestRail and Reflect enabled the client to increase their test case coverage by providing a centralized platform for managing and executing both manual and automated tests, ensuring all necessary scenarios were covered. Additionally, Reflect’s no-code ease of use allowed the company to create more automated tests faster, ensuring they were able to quickly develop tests to cover their entire codebase.

Improve testing visibility 

The client was able to produce a single source of truth for all testing efforts by leveraging the TestRail-Reflect integration to provide real-time visibility into test results, progress, and coverage. The TestRail dashboard and reporting suite provide a comprehensive at-a-glance view of the progress of all testing efforts, and the TestRail-Reflect real-time integration ensures that automated test data will never be left behind. This enhanced level of transparency enabled the team to proactively identify and address potential bottlenecks or issues in their testing processes. 

Simplify test maintenance and increase collaboration

TestRail’s Quality OS and Reflect’s no-code automation approach significantly reduced the complexity of maintaining tests, allowing the company to easily update and modify test cases as needed without requiring extensive coding knowledge. This greatly improved team collaboration, enabling the whole QA team to contribute to automation efforts and reduce the potential for miscommunication. 

Unify testing efforts

The integration between TestRail and Reflect provided their client with a seamless connection between manual and automated testing, allowing them to have a holistic view of all testing activities centralized in one platform.

The Results:

“TestRail and Reflect helped us achieve high test automation coverage while drastically reducing the time we spent regression testing for new releases. This increase in development velocity has helped our team deliver more value to our customers faster.”

– Product Manager at the Document Management Company

The document management company achieved significant results and improvements by integrating TestRail and Reflect into their software development and testing processes. They increased their test case coverage, with TestRail providing a single place to ensure everything that should be tested in their software solutions gets tested every time.

The integration also resulted in improved testing visibility, allowing the company to have real-time access to test results, progress, and coverage. The no-code automation capabilities of Reflect greatly simplified test maintenance, reducing the time and effort required to update and modify test cases. As a result, they experienced a substantial increase in productivity and efficiency in their testing activities. 

The client was able to achieve all of their test case coverage goals using TestRail, and their flagship product achieved 75% automated test coverage using Reflect. Additionally, the execution time for a full regression test pass for one of their key products decreased from 2-3 days to 35 minutes.


With a new, improved test management process, the document management company moved away from spreadsheets to TestRail, bringing their testing closer to development and breaking down the silo between QA and development. With Reflect, everyone participating in the company’s testing is empowered to contribute to the automation process without needing any prior development knowledge.

These improvements enabled the client to drastically reduce the time-to-value metric for its improvements to its line of cloud applications, including its flagship document management platform.

About TestRail

TestRail is the only centralized QA platform that gives you the power to build, connect, and optimize all of your testing processes. Over 10,000 QA teams use TestRail to release flawless products faster by testing more efficiently, getting real-time visibility at scale, and building confidence in QA. 

About Reflect

Reflect is an AI-assisted test automation platform for web applications. Reflect enables QA teams and engineering organizations to increase test coverage and catch more bugs without slowing down development velocity.

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