All case studies

From Zero to Daily Automation: Full-Cycle QE for HelixIntel’s Facilities Intelligence Platform

HelixIntel’s HelixCMMS centralises work orders, preventive maintenance, asset tracking, and team management for facilities professionals and insurance partners — with clients reporting 60% fewer claims and 10x+ ROI. We built their entire QE practice, introduced daily automation, and evolved it from Cypress to Playwright.

Manual + Automation Cypress → Playwright BrowserStack ClickUp Facilities SaaS
From Zero to Daily Automation: Full-Cycle QE for HelixIntel’s Facilities Intelligence Platform
About HelixIntel

The facilities intelligence platform that turns maintenance data into business outcomes.

HelixIntel is a facilities and maintenance intelligence platform serving maintenance professionals and insurance partners. Its flagship product, HelixCMMS, provides a centralised PropertyOS™ for managing work orders, preventive maintenance schedules, asset tracking, team management, location reservations, and template libraries — all in a single, structured environment. HelixIntel clients report up to 60% fewer insurance claims and documented 10x+ ROI from the platform's ability to surface maintenance patterns, predict failures, and create accountability across facilities operations. The platform is SOC 2 compliant and has expanded to include an AI chatbot, fleet management, and deeper insurance integration capabilities. When the QE engagement began, there was no test documentation, no automation, and no quality engineering infrastructure. The team was brought in to build everything from scratch — including introducing daily automated E2E testing, which became the platform's primary quality signal throughout the engagement.

No process, no tests, no automation. We built the full practice, introduced daily E2E automation, then migrated the entire suite from Cypress to Playwright as the platform grew.
Project Profile

At a glance.

Client
Engagement
Part-time · 20 hrs/week
Automation
Cypress → Playwright
Bug Tracking
ClickUp
Industry
Facilities / Maintenance SaaS
Project Type
Full-cycle QE — Manual + Automation
Engagement Model
Part-time (20 hrs / week)
Automation Framework
Playwright (TypeScript) — migrated from Cypress
Mobile Testing
iOS & Android via BrowserStack
Bug Tracking
ClickUp
Version Control
GitHub
Test Types
Functional, Regression, Sanity, Exploratory, Mobile, Automated E2E
Journey

Built, scaled, sustained.

The engagement evolved through three distinct phases — a foundation period building the entire QE practice from scratch, a Cypress automation phase introducing daily scheduled E2E testing, and a Playwright migration that expanded the suite and added new product areas including AI chatbot, fleet management, and insurance integrations.

Phase
Automation State
Coverage Scope
Reporting
Foundation
Manual only
Feature Matrix + 600+ test cases; daily sanity + regression cycles; BrowserStack mobile introduced
ClickUp defect tracking; structured manual test reports
Cypress Phase
~40 Cypress scripts; daily scheduled E2E
Core E2E flows automated; manual regression for new features; BrowserStack manual mobile
Mochawesome reports + video recordings; daily CI execution
Playwright Phase (Current)
80+ Playwright scripts; daily + on-demand execution
Templates, Work Manager, PM Schedule, Work Requests, Automated Workflows, Fleet Management, AI Chatbot
Playwright built-in HTML reporter; automated + manual mobile coverage
The Challenge

QE from the ground up, at pace.

When the QE team joined HelixIntel, there was no quality engineering process, no test documentation, and no automation coverage — on a platform that required daily end-to-end test execution to maintain the reliability standards its insurance-partner clients depend on. Everything had to be built, and built fast.

01

No Documentation or Test Assets

Zero QA infrastructure on arrival. No feature matrix, no test cases, no regression structure, no automation. The team had to map the full product surface, prioritise coverage, and author 600+ test cases before the first structured test cycle could run.

02

Daily E2E Testing Required

HelixIntel needed daily end-to-end validation to support its operational commitments to facilities professionals and insurance partners. Executing all E2E flows manually every day was unsustainable — automation had to be introduced quickly and made reliable enough to run unattended.

03

Multi-Platform Coverage

The platform required validated coverage across web, iOS, and Android. Each platform has distinct interaction patterns, layout behaviours, and edge cases — requiring independent test coverage and BrowserStack real-device execution on top of the web testing workload.

04

Rapidly Expanding Feature Set

HelixIntel continuously added new capabilities — an AI chatbot, fleet management, deeper insurance integrations, and more — while the QE team was simultaneously building foundational coverage and maintaining existing automation. Keeping pace required discipline and continuous prioritisation.

What We Did

From zero coverage to daily automated E2E testing.

The team built HelixIntel's entire QE practice from scratch — documenting the full product surface, introducing daily automated E2E testing, and migrating and expanding the automation suite as the platform grew to include AI chatbot, fleet management, and insurance integrations.

01

Built Test Documentation from Scratch

Created a complete Feature Matrix covering every HelixCMMS product area, then authored 600+ structured test cases. Every work order flow, PM schedule, asset tracking function, team management operation, and location reservation scenario was documented and test-covered before structured regression began.

02

Introduced Daily E2E Automation with Cypress

Built the first automation layer using Cypress — approximately 40 scripts covering the core E2E flows. Scripts were scheduled for daily execution, with Mochawesome reporting and video recordings providing automated quality evidence each morning without manual intervention.

03

Migrated to Playwright with Expanded Coverage

When Playwright became the preferred framework, the entire Cypress automation suite was migrated to Playwright (TypeScript). The migration was combined with a coverage expansion, growing the suite from ~40 to 80+ scripts and adding new product areas including Templates, Work Manager, PM Scheduling, Automated Workflows, Fleet Management, and AI Chatbot validation.

04

Mobile Testing via BrowserStack

iOS and Android testing executed via BrowserStack across real device configurations. Mobile-specific test cases covered core HelixCMMS flows on both platforms — validating that facilities professionals using mobile devices experienced the same reliability as web users.

05

Consistent Regression & Feature Testing

Maintained structured manual regression cycles alongside automation throughout the engagement. New feature coverage was authored as features landed, ensuring no product area was ever released without test coverage — and that automation kept pace with the growing product.

06

Built-in Reporting & Daily Insights

Mochawesome during the Cypress phase provided rich HTML reports and video recordings of each test run. The Playwright migration introduced the Playwright built-in HTML reporter — providing clear, navigable test results with failure screenshots and trace files for rapid defect diagnosis each day.

Key Metrics

The numbers.

80+

Automated Test Cases (Playwright)

600+

Total Test Cases Built

874

Q3 Test Executions

88%

Peak Defect Closure Rate

Results & Impact

What changed.

80+

Playwright Automated Scripts

Covering core E2E flows, Templates, Work Manager, PM Scheduling, Workflows, Fleet Management, and AI Chatbot — running daily.

600+

Test Cases Built from Scratch

The complete HelixCMMS coverage layer — every product area documented and test-covered across web and mobile.

874

Q3 Test Executions

Across manual regression, automated E2E, and mobile test cycles — delivering consistent quality evidence across the quarter.

88%

Peak Defect Closure Rate

Achieved during the highest-velocity engagement period — demonstrating strong QE-to-dev alignment on issue resolution.

Cypress → Playwright

Full Automation Migration

The entire suite migrated to Playwright (TypeScript) without regression in coverage — and expanded in scope during the transition.

Daily

Automated E2E Execution

Daily scheduled automation introduced from the Cypress phase onward — providing continuous quality evidence without manual effort.

Automation (Current)
Playwright (TypeScript) — 80+ scripts, daily + on-demand execution
Automation (Initial)
Cypress — ~40 scripts, daily scheduled E2E
Reporting
Playwright HTML reporter (current); Mochawesome + video recordings (Cypress phase)
Mobile Testing
BrowserStack — iOS and Android real-device coverage
Bug Tracking
ClickUp
Version Control
GitHub
Test Types
Functional, Regression, Sanity, Exploratory, Mobile, Automated E2E
Coverage Scope
Work orders, PM schedules, asset tracking, team management, location reservations, templates, fleet management, AI chatbot
The Takeaway

The HelixIntel engagement shows what sustained, long-term QE partnership looks like. From building the entire QE practice from nothing, to introducing and then evolving automation from Cypress to Playwright, to keeping pace with an expanding product that added AI, fleet management, and insurance integrations — the team has grown alongside HelixIntel at every stage. Daily automated E2E testing isn't a nice-to-have for a platform whose clients measure outcomes in claim reduction and ROI. It's the foundation of trust.