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User acceptance testing (UAT) is an essential component to a successful and streamlined EAM/CMMS implementation. Going through high level User Acceptance Testing before data migration work is the key to reducing the need to reconfigure the EAM/CMMS software later in the implementation cycle. By gaining your teams buy-in on a configuration early in the implementation cycle, you will prevent reconfiguration which can not only delay go live dates, but also cause additional data migration. The following will explain the steps to reduce the chances of reconfiguration post migration.

How do I go about user acceptance testing?

Step 1: Create and assign a governance board for your implementation. They will be in charge of funneling all user requests to a designated project team. It is their job to get everyone involved with sharing their opinions on the configuration and from there, ultimately make the final decisions.

Step 2: Schedule upfront training that takes place prior to the data migration. This helps to generate the conversation between your project teams and the end users.

Step 3: Set up a “draft” or “pre-lockdown” demo of the customer’s configuration or post assessment configuration. It is important for both the vendor and customer to step through the configuration in order to ensure that everything is accurately designed for them.

Step 4: Schedule an official “lock down” date for the configuration. This is an efficient way to prevent any complications after data work is completed.

What are the benefits of user acceptance testing?

UAT before any planning of data migrations or the actual migrations themselves has a number of benefits.

  • Reduces reconfiguration efforts
  • Prevents delays in rounds of migration associated with a customer’s development environment (testing, validation, and production)
  • Decreases the chance of missing data (fields, transitions, or reports)

By going through UAT, a company can guarantee a streamlined data migration which will condense the implementation time. The governance board ensures that everyone is in agreement on the major decisions related to the configuration before any migration takes place. Whether you are currently in the implementation process or are not planning to implement until sometime in the future, it is important to keep UAT and its many benefits in mind.