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Establishing good testing procedures for ERP

Establishing good testing procedures for ERP

When implementing new enterprise planning resource software, making sure it functions properly is a top priority. With a significant amount of money and time invested into the project, there is a great risk that the whole platform could fail at launch. Not needing to fall back on contingency plans or reverting to the legacy system can help maintain decent profits. A company should be able to thoroughly test the software before the go-live date to work out what's working and what problems are affecting operations. With Microsoft Dynamics NAV, a business should have the ability to effectively test various scenarios both on-premises and on the cloud.

With this in mind, developing good testing procedures is a must. As TechTarget notes, a variety of things can go wrong once the software goes live without adequate testing. For example, there are likely to be bugs found weeks and months after the go-live date. This can lead to continuing disruptions for months after the launch. The IT staff and implementation team may be overwhelmed by the platform and will have less knowledge of it as a whole. This can have detrimental ripple effects when it comes to troubleshooting, as well as training and development on such modules as warehouse management systems.

What to target
Depending on the business requirements, company's industry and software installed, different tests will need to be conducted. Among them is ensuring that common components related to the most basic functions work properly. If a company is utilizing specific platforms,  such as inventory management and CRM, they should be tested for compatibility with the new system, according to ERP Focus. For example, cycle counting as well as shelf life verification simulations should be run using the inventory management system. Customer orders should be timely for speed and efficiency to determine if a business want to realize the improvements that ERP promises.

In addition, different user configurations should be tested. For example, there may be a new product that is developed down the line that requires changes to the way materials are procured. A simulation with adjustments made to reflect new developments should be done to ensure nothing buggy surfaces. At the same time, a company should demonstrate the functionality of the system to its employees. By showing different ways the system could can be run, workers will feel more comfortable developing their own ways of engaging with it.

Cutting them off
Of course, testing can't last forever. With the complexity of today's Microsoft Dynamics implementations, testing will take a long time to account for anything and everything, and can lead to delays and cost overruns. At a certain point, a company has to just let the system go live. A good strategy that sets limits to testing is to run as many simulations using various scenarios, including emergencies and contingencies. Getting employee input on likely events can help in this regard, accelerating the launch window.

Learn how to define your ERP strategy by downloading the white paper entitled "ERP in Manufacturing: Defining the ERP Strategy" from the DMS website today.

Posted in: ERP Solutions

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