UAT, TRAINING & GO-LIVE PREPARATION

 

UAT, TRAINING & GO-LIVE PREPARATION

This phase ensures the ERP works as expected and users are ready before it becomes the official system.

---

1️⃣ UAT – USER ACCEPTANCE TESTING

Purpose: Validate that ERP processes match business requirements.

Steps

✔ Create real business test scenarios
✔ Test every transaction end-to-end
✔ Record issues, assign to vendor, retest
✔ Get user sign-off

Examples of UAT test scenarios

Module	Scenario
Sales	Create SO → Delivery → Invoice → GST report
Purchase	PO → GRN → Bill → Payment
Finance	JV → Ledger → Trial Balance
HR	Attendance → Payroll Run → Payslip
Inventory	Material receipt, issue, stock valuation

📄 Output: UAT Sign-Off Document
(Without this, do NOT go live)

---

2️⃣ TRAINING & CHANGE MANAGEMENT

Why important?

ERP success = 30% technology + 70% user adoption

Activities

✔ Conduct department-wise training
✔ Share user manuals & short videos
✔ Explain dos & don'ts
✔ Create ERP champions (power users)

📌 Pro Tip
Reward users who follow new digital processes — avoids resistance.

---

3️⃣ GO-LIVE CHECKLIST PREPARATION

Mandatory checks before go-live

☑ Master data validated
☑ Opening balances loaded
☑ Inventory stock matched physically
☑ Approval hierarchy tested
☑ Roles & permissions assigned
☑ Critical reports verified
☑ Backup & rollback plan ready
☑ Support team deployed for 30–90 days

Rule

No pending open issues in critical modules when going live.

---

4️⃣ GO-LIVE EXECUTION

Day-1 activities:

🔸 Freeze legacy system
🔸 Switch all transactions to ERP
🔸 Monitor performance hour-wise
🔸 Track issues in helpdesk
🔸 Provide on-floor support

Within 1 month:

✔ Monitor KPIs
✔ Close high-impact issues
✔ Stabilize operations

---

5️⃣ POST-GO-LIVE IMPROVEMENTS

After stabilization:

🔁 Automate repetitive tasks
📊 Add dashboards & analytics
🤖 Enable AI forecasting / RPA
🏷 Introduce mobile apps, scanning, vendor/customer portal

ERP is a journey, not a destination.

---

ERP IMPLEMENTATION PROGRESS SO FAR

Phase	Status
Phase-1	Readiness & Kickoff ✔
Phase-2	TO-BE Design & Configuration ✔
Phase-3	UAT + Training + Go-Live (You are here)
Phase-4	Continuous Improvement (Next)