User Acceptance Testing (UAT) is a crucial phase in the implementation of ADD Energy E360/E3 and related ADD software. Throughout the process, ADD implementors collaborate with users to configure software settings and train them on daily operations. Given that each business is unique and has their own business processes and requirements, having experienced implementers improves the process. UAT serves as the final checkpoint before going live, ensuring that the software is properly configured, integrations function as expected, and users are prepared for real-world scenarios.
Beth Louisell, Manager of Wholesale Implementations, has a deep understanding of the factors involved in ensuring smooth software rollouts. With years of experience leading implementation projects, she guides clients through the process of adapting to new software. We spoke with Beth to explore the challenges and best practices of implementations, particularly how thorough planning and strong communication can lead to a seamless transition to live operations.
Here’s what she had to say:
What Is UAT and Why Does It Matter?
UAT is the last and most important step before launching a new system. It’s the moment when users get to test everything in a real-world setting to make sure it works as expected. The main goals of UAT are to:
- Confirm that the system setup, integrations, and workflows meet the business’s needs.
- Spot any missing training or setup issues before going live.
- Assess whether both the system and the organization are truly ready for launch.
What Makes the UAT Process Successful?
For UAT to be effective, users need to create clear test cases and scenarios that cover all aspects of how they will use the system. This includes testing daily tasks, system integrations, and reporting functions. While ADD provides guidance and best practices, it is up to the user team to define their own test plan to ensure it meets their specific needs.
What Are Common UAT Challenges?
Running UAT is not always smooth sailing. Here are some common hurdles that need to be addressed:
- Users not participating – The biggest challenge is getting users to commit to testing. While ADD manages the implementation, the user team’s leadership needs to ensure that their staff fully engages in the process.
- Shifting expectations –When users interact with the system using real-life scenarios, they can sometimes realize they need changes. This can lead to adjustments in setup or workflows.
- Data conversion issues – If data from the old system does not transfer smoothly, adjustments may be needed to ensure accuracy in the new system.
With her many years of experience, Beth knows the importance of making sure implementations stay on track. By validating software configurations, identifying training gaps, and assessing organizational readiness, UAT provides a critical measure of success. With strong user engagement and adherence to best practices, UAT becomes a powerful tool for ensuring a seamless implementation.
For more information about implementations, visit our Implementation web page or contact us at sales@addsys.com.
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