4 min

Is Testing Critical for a Successful ERP Implementation?

by René Ceelen, on October 13, 2023

Summary: This article emphasizes the critical importance of thorough testing in Enterprise Resource Planning (ERP) system implementations, discussing the benefits, key types of testing, reasons why organizations might consider skipping testing, and key elements for effective testing in ERP implementation, while also promoting the use of the TestMonitor platform to streamline the testing process.

The short answer: A resounding yes.

The long answer: Still a yes, but testing for an enterprise resource planning (ERP) implementation is a complex, time-intensive, and sometimes intimidating process that is worth taking care to get right. That’s why we’re covering the process in detail, including highlighting the key elements your organization needs to know for efficient and effective ERP testing.

The Importance of Testing in ERP Implementations

When it comes to implementing an ERP system, thorough testing is not just an optional step—it's a critical one. ERP systems are the backbone of many organizations, managing everything from finance and human resource workflows to supply chain and customer relationship management. 

The stakes are high, and the margin for error is slim. That’s why comprehensive testing before an ERP implementation is so important. Investing the time to prepare and conduct thorough testing means your organization can: 

1. Identify and Rectify Issues Before Go-Live

ERP systems are complex and highly integrated, with various modules and components working in tandem. Thorough testing helps identify and address issues before they disrupt daily operations after go-live. Testing before an ERP implementation is the opportunity to catch and rectify glitches, bugs, or inconsistencies that might otherwise cause frustration post-implementation.

2. Mitigate Risks and Prevent Potential Defects Post-Implementation

Any ERP implementation is a significant investment, and any disruptions or defects post-implementation can be costly and damaging to your organization's reputation and your employees’ productivity. Testing is your insurance policy against these risks because it ensures that your ERP system functions as intended from day one.

3. Verify That Business and Technical Requirements Are Met

Every organization has unique business and technical requirements for its ERP system. Testing verifies that these requirements are met and the system aligns with your specific needs. It ensures that the ERP system doesn't become a square peg in a round hole, forcing your employees to find workarounds that ultimately hamper workflows and effective customer service.

One study by analyst firm Gartner estimates that between 55 and 75 percent of  all ERP projects fail to meet their objectives. OurDefinitive Guide for  Software Testing in ERP Implementation highlights the role that comprehensive  and structured testing plays in successful implementation projects. >>

Key Types of Testing for ERP Implementations

Getting your team behind these objectives is one thing, but knowing how to achieve them with sound testing is another. To ensure your team has a common language and understanding as it prepares to conduct testing, make sure everyone knows the key types of testing involved in ERP implementations:

Unit Testing

In unit testing, individual components or modules of the ERP system are tested in isolation. This helps ensure that each piece of the puzzle functions correctly on its own.

Integration Testing

Once individual units have been tested, integration testing comes into play. Here, the data and process connections between two or more units are evaluated to ensure seamless production. This is where you ensure that all the different parts of the ERP system work together harmoniously.

User Acceptance Testing (UAT)

UAT involves end users in validating the system's functionality and usability before go-live. It ensures that the ERP system meets the needs and expectations of those who will rely on it daily.

Why Organizations Choose to Skip ERP Testing

Despite the clear benefits of ERP testing, some organizations still consider skipping it or just end up “going through the motions.” Here are some of the most commonly cited reasons for skipping testing before ERP implementation:

  • Complexity: ERP system complexity can make the idea of testing overwhelming, especially for those who are unfamiliar with the process.
  • Time constraints: The pressure to meet a predefined implementation timeline can tempt teams to bypass all or certain phases of ERP testing in a rush to go-live.
  • Cost concerns: The investment in time and resources, in addition to other implementation costs, can lead organizations to limit spending on testing.
  • Lack of resources: Difficulty in finding or coordinating across testers can slow down thorough testing efforts.
  • Inexperience: Not knowing where to start or how to approach testing comprehensively is a common barrier.
  • Absence of a testing strategy: Without a well-defined plan, the significance of testing can be underestimated.

Although these reasons may appear valid from a short-term perspective, taking a longer-term view reveals a different picture. The potential loss of customer trust, time wasted on fixing issues post-implementation, and the added cost complexity can far outweigh the perceived savings from skipping testing because of just one of these reasons.

Key Elements to Effective Testing in ERP Implementation

How can your organization ensure that it has all of the key elements in place for a robust, comprehensive ERP implementation testing plan? 

Here is a straightforward guide from the TestMonitor team, shaped by our years of testing expertise:

  1. Define Requirements and Risks: Identify representatives from across your customer’s stakeholders to assist with defining functional and technical requirements, user stories, and related risks and constraints.
  2. Design Test Cases: Turn those requirements into test scripts and organize them by module or testing phase. 
  3. Planning: Develop a comprehensive testing strategy and utilize a test management tool like TestMonitor to coordinate and communicate with internal and UAT testers.  Establish accurate test environments mirroring production settings.
  4. Run Tests: Conduct each phase of testing—from individual units to user acceptance—while scheduling time around business and resource requirements. Make sure all aspects of the ERP system are thoroughly evaluated.
  5. Track Results: Capture and review test results as they come in from testers and, if needed, identify larger issues with system design. Ensure testers get feedback about the results of their work.
  6. Resolve Issues: Organize issues and defects and prioritize them for resolution or acceptance. Document decisions and trace actions taken.
  7. Reiterate and Improve: If performing multiple testing phases, update your test cases, test plan, and underlying requirements to reflect the improved design.

Elevate Your ERP Implementation Testing with TestMonitor

The importance of testing in ERP implementations cannot be overstated. It is a crucial step that can mean the difference between a successful, smooth ERP launch and a chaotic, problematic one. 

Although preparing for and conducting testing can be complex, you don’t have to go it alone. TestMonitor is designed by software testers for software testers, helping to:

  • Minimize administrative steps
  • Accelerate test case development and management
  • Streamline coordination, issue management, and collaboration

With TestMonitor, your team doesn’t have to skip a step or cut corners on testing. Our platform, combined with solid planning, can be your best defense against costly post-implementation headaches.

Want to see just how intuitive and powerful TestMonitor is—not just for ERP implementations, but all software testing? Set up your own personalized free trial:

Sign Up for a 14-Day Free Trial of TestMonitor

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