Case Study
Case Study: TesTex Transforms Operations with Tick9 & Cyferd
Watch the interview above: In this video, TesTex leaders share how Tick9 used the Cyferd platform to replace spreadsheets and paperwork with a streamlined, custom-built ops system—designed to grow with their business.
The Challenge
TesTex NDT Limited, a leading specialist in non-destructive testing (NDT) services for the petrochemical and bulk liquid storage industries, has been operating for over 25 years. During that time, operations relied heavily on spreadsheets, Word documents, paper-based records, and Post-it notes.
As TesTex scaled rapidly over the past four years, these manual processes exposed significant inefficiencies. Critical job information was siloed across teams—from sales and quoting through to operations, site execution, and invoicing. Field technicians often arrived on-site without access to key documentation or the asset’s inspection history, impacting planning and quality assurance.
Initial attempts to implement off-the-shelf software fell short—tools were either too rigid or missed critical features. Fully bespoke systems, while flexible, required internal development capabilities TesTex didn’t have. The business needed a tailored solution with expert support—without the complexity of building from scratch.
The Solution
TesTex partnered with Tick9 to implement the Cyferd platform—an adaptive, cloud-based solution combining flexibility, expert-led development, and ongoing support.
Working collaboratively, they built a digital operations system tailored to TesTex’s workflows. Two integrated apps—one for back-office use and one for field technicians—run on a shared database, eliminating duplication and streamlining the flow of information from job creation through to completion and invoicing.
Technicians now have real-time access to up-to-date job data and full historical records, even from inspections carried out five or ten years ago. This capability improves both field efficiency and quality of service. A custom-built Gantt chart view retained the familiarity of TesTex’s previous Excel-based planning, easing user adoption across departments.
Every form and workflow was designed around how TesTex actually operates, making the system intuitive and relevant from day one.
The Outcome
The move to a unified digital platform has transformed TesTex’s operations. Information is now centralised, searchable, and accessible in real-time—improving communication, planning accuracy, and field readiness. Technicians are better informed, and managers have clearer visibility of staff availability and workload.
Despite initial concerns around change, staff adoption was smooth. The intuitive design and fit-for-purpose build made the transition from paper to digital feel familiar—just smarter.
The partnership with Tick9 and the power of the Cyferd platform have not only solved long-standing challenges but also opened doors for future innovation. TesTex is now exploring how to bring more business systems onto the platform, confident in its scalability, reliability, and adaptability.
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Comparisons
BOAT Platform Comparison 2026
Timelines and pricing vary significantly based on scope, governance, and integration complexity.
What Is a BOAT Platform?
Business Orchestration and Automation Technology (BOAT) platforms coordinate end-to-end workflows across teams, systems, and decisions.
Unlike RPA, BPM, or point automation tools, BOAT platforms:
- Orchestrate cross-functional processes
- Integrate operational systems and data
- Embed AI-driven decision-making directly into workflows
BOAT platforms focus on how work flows across the enterprise, not just how individual tasks are automated.
Why Many Automation Initiatives Fail
Most automation programs fail due to architectural fragmentation, not poor tools.
Common challenges include:
- Siloed workflows optimised locally, not end-to-end
- Data spread across disconnected platforms
- AI added after processes are already fixed
- High coordination overhead between tools
BOAT platforms address this by aligning orchestration, automation, data, and AI within a single operational model, improving ROI and adaptability.
Enterprise BOAT Platform Comparison
Appian
Strengths
Well established in regulated industries, strong compliance, governance, and BPMN/DMN modeling. Mature partner ecosystem and support for low-code and professional development.
Considerations
9–18 month implementations, often supported by professional services. Adapting processes post-deployment can be slower in dynamic environments.
Best for
BPM-led organizations with formal governance and regulatory requirements.
Questions to ask Appian:
- How can we accelerate time to production while maintaining governance and compliance?
- What is the balance between professional services and internal capability building?
- How flexible is the platform when processes evolve unexpectedly?
Cyferd
Strengths
Built on a single, unified architecture combining workflow, automation, data, and AI. Reduces coordination overhead and enables true end-to-end orchestration. Embedded AI and automation support incremental modernization without locking decisions early. Transparent pricing and faster deployment cycles.
Considerations
Smaller ecosystem than legacy platforms; integration catalog continues to grow. Benefits from clear business ownership and process clarity.
Best for
Organizations reducing tool sprawl, modernizing incrementally, and maintaining flexibility as systems and processes evolve.
Questions to ask Cyferd:
- How does your integration catalog align with our existing systems and workflows?
- What is the typical timeline from engagement to production for an organization of our size and complexity?
- How do you support scaling adoption across multiple business units or geographies?
IBM Automation Suite
Strengths
Extensive automation and AI capabilities, strong hybrid and mainframe support, enterprise-grade security, deep architectural expertise.
Considerations
Multiple product components increase coordination effort. Planning phases can extend time to value; total cost includes licenses and services.
Best for
Global enterprises with complex hybrid infrastructure and deep IBM investments.
Questions to ask IBM:
- How do the Cloud Pak components work together for end-to-end orchestration?
- What is the recommended approach for phasing implementation to accelerate time to value?
- What internal skills or external support are needed to scale the platform?
Microsoft Power Platform
Strengths
Integrates deeply with Microsoft 365, Teams, Dynamics, and Azure. Supports citizen and professional developers, large connector ecosystem.
Considerations
Capabilities spread across tools, requiring strong governance. Consumption-based pricing can be hard to forecast; visibility consolidation may require additional tools.
Best for
Microsoft-centric organizations seeking self-service automation aligned with Azure.
Questions to ask Microsoft:
- How should Power Platform deployments be governed across multiple business units?
- What is the typical cost trajectory as usage scales enterprise-wide?
- How do you handle integration with legacy or third-party systems?
Pega
Strengths
Advanced decisioning, case management, multi-channel orchestration. Strong adoption in financial services and healthcare; AI frameworks for next-best-action.
Considerations
Requires certified practitioners, long-term investment, premium pricing, and ongoing specialist involvement.
Best for
Organizations where decisioning and complex case orchestration are strategic differentiators.
Questions to ask Pega:
- How do you balance decisioning depth with deployment speed?
- What internal capabilities are needed to maintain and scale the platform?
- How does licensing scale as adoption grows across business units?
ServiceNow
Strengths
Mature ITSM and ITOM foundation, strong audit and compliance capabilities. Expanding into HR, operations, and customer workflows.
Considerations
Configuration-first approach can limit rapid experimentation; licensing scales with usage; upgrades require structured testing. Often seen as IT-centric.
Best for
Enterprises prioritizing standardization, governance, and IT service management integration.
Questions to ask ServiceNow:
- How do you support rapid prototyping for business-led initiatives?
- What is the typical timeline from concept to production for cross-functional workflows?
- How do licensing costs evolve as platform adoption scales globally?
