Visual South has implemented countless companies on a new ERP. If we look through the lens of an ERP implementation—meaning a company is leaving a legacy system or systems, and migrating to a completely new ERP—testing is when we make sure we are comfortable with how everything has been set up. Testing in ERP implementation reduces the risk of discovering misalignment or problems AFTER go live. We want to unearth and solve as many problems as possible BEFORE go live. If testing reveals the ERP has been set up correctly, then it will be able to support the new procedures and processes once it is live.
“Unit” testing is typically performed, followed by integrated testing. Unit testing focuses on a single functional area, like purchasing. For example, we want to make sure the purchasing team knows how to enter purchase orders, the receiving team knows how to receive purchased goods, and the finance team knows how to pay vendors for received goods. Once unit testing has taken place and the ERP setup for the various functional areas is validated, then more integrated testing (sometimes called piloting or conference room piloting) is initiated. Think of this as the “dress rehearsal” before the play. There is a script of end-to-end processes that need to be tested, and each user has a part in the process. By having them work in an integrated fashion, three critical areas are simultaneously tested:
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When testing concludes, we typically have a good idea of readiness for go live. In some cases, we feel highly confident. Perhaps things went great in piloting, or maybe there were a few issues that can be addressed in time for the planned go live. We could also do another pilot just to make sure we are ready because some unexpected issues popped up. And, last but not least, we could conclude that the planned go live is too big of a risk. This could be due to encountering a major issue in one or all of the three ERP testing areas outlined above. If this is the case, it is not always bad news. Any issues that can be uncovered before going live reduces the overall risk to the implementation project.
ERP testing is a critical tool to use during implementation. Having a solid testing strategy helps the team build confidence in the work put in during the ERP implementation project.
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