Karen Gonzales, Charles Schwab & Co., Inc.

Karen Gonzales is a Managing Director at Charles Schwab, Information Technology, managing global QA teams. She brings extensive experience in testing, project management, and process improvement with overall IT experience of 30 years. She has led QA teams on many critical, complex programs and projects at Schwab involving integration with third party vendors, technology transformations and, new business features. Karen also worked with Pacific Bell and has played varied roles including DBA, QA/QC technical lead, and project manager. With her strategic planning and process reengineering skills, she recently moved to the role of a Technical Director for QA to focus on a next state for QA, aligned with business and technical goals.

QUEST 2014 Conference and EXPO Sessions:

Presentation: Vendor Product Integration Best Practices

Friday, April 11: 9:45 AM – 10:45 AM

With the advent of business process outsourcing, more firms prefer to leverage vendor products rather than building in-house technology as it saves time and money. Whether it is a new product launch or enhancing existing business processes, most new development projects involve integration of third party systems with in-house applications. Testing is a challenge in these projects with unforeseen issues occurring during test execution. Join Karen and Sujata as they share some lessons learned and best practices that can help to overcome these challenges. Learn the importance of testing early by identifying critical paths in the integration and enabling project planning to place testing in early project phases. Understand that no assumptions should be made. Use any existing case studies of previous vendor integration for better understanding of interfaces. Finally, consider the importance of effective communication across QA, business, and development teams on both sides right from the beginning of the project.