The Importance of Detailed Conference Room Pilot Scripts in the Validation & Testing Phase

Posted on: December 26, 2017 | By: Tim Lovely | QAD Financials, QAD Manufacturing, QAD Business Process, QAD Distribution

During the Validation and Testing Phase of an ERP project, a Conference Room Pilot (CRP) is intended to validate that the ERP system being implemented will support the required business processes for an organization. This means not only is the software is configured correctly, but the data is loaded correctly and all custom code is working as intended. Only with these items in place can an organization begin to execute a series of documented scripts to prove that the system can support its business process at go-live.

In order thoroughly test the system, detailed CRP scripts must be documented and approved prior to the start of CRP. Logan Consulting recommends organizing CRP scripts not only by high level workstream (i.e. Purchase to Pay, Quote to Cash) but by specific business process within the workstream. For example, a specific script within Purchase to Pay may be Purchase Order Receiving – Direct Materials, Purchase Order Receiving – Indirect Materials, Supplier Invoice Processing – PO, or Supplier Invoice Processing – non-PO. 


Once the inventory of CRP scripts is documented, ownership for writing the CRP script is needed. Ideally, this is a user supported by a client Business Analyst or external Consultant. Logan Consulting then recommends formal approval of the script indicating it includes all scenarios to be testing to support that specific business process. Each CRP script will contain the following:

  • Owner / Approver
  • Test ID (multiple tests within each CRP script)
  • Test description
  • Expected Test Results
  • Actual Results
  • Pass/Fail

As part of the actual CRP, acceptance (Pass/Fail) of each Test should be signed or initialed by the user and tracked by workstream and process. Retesting as needed is common for failed tests or tests for which users would like additional confirmation that the software will support that business process. An “Go” decision should not be made if Failed scripts have not been retested and approved by the users base.

About Logan Consulting
Logan Consulting is a leading consulting firm with strengths in strategy, project management, business process design, ERP and CRM implementation, recruitment and training.  Since 1992, our business process-based delivery techniques and tools have helped our clients build a solid business process and information technology foundation to support their business.  Our clients count on us for objective, unbiased analysis, recommendations and project work.  To learn more and hear what our customers are saying about us, please visit our website (www.logan-consulting.com).
Logan Consulting is headquartered in Chicago, IL with global services reach.


 



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