UAT Plan for Dynamics GP to NetSuite Migration: Ensuring a Smooth Transition

Migrating from Microsoft Dynamics GP to NetSuite is a significant step towards modernizing your business operations. One of the most critical phases in this process is User Acceptance Testing (UAT). UAT ensures that the new system meets your business requirements and that users are comfortable with the new environment. Here’s a detailed UAT plan to guide you through this crucial phase. 

Defining Scope and Objectives 

Scope: Start by identifying the key business processes that need to be tested. This includes essential workflows like order-to-cash and procure-to-pay. Determine the specific functionalities and modules in NetSuite that require validation. 

Objectives: Clearly outline the goals of UAT. These typically include ensuring that NetSuite meets all business requirements, validating that data has been accurately migrated, and confirming that users can perform their daily tasks without issues. 

Developing Test Cases 

Test Case Creation: Create comprehensive test cases that cover core functionalities, typical user journeys, and edge cases. This ensures that all aspects of the system are thoroughly tested. 

Test Case Components: Each test case should include: 

• Test Case ID: A unique identifier. 

• Description: A brief overview of the test case. 

• Preconditions: Any setup required before executing the test. 

• Steps: Detailed steps to execute the test. 

• Expected Results: The anticipated outcome of the test. 

Establishing the UAT Environment 

Environment Setup: Set up a dedicated UAT environment (NetSuite typically refers to this as the Sandbox Environment) that mirrors your production environment as closely as possible. Load the migrated data into this environment for testing. 

Access and Permissions: Ensure that all UAT participants have the necessary access and permissions to perform their tests. This step is crucial for a smooth testing process. 

Planning and Scheduling UAT 

Timeline: Define the start and end dates for UAT. Allocate sufficient time for each phase of testing, including preparation, execution, and review. 

Participants: Identify key users from different departments to participate in UAT. Ensure a mix of experienced and new users to get diverse feedback. 

Communication: Develop a communication plan to keep all participants informed about the UAT schedule and progress. Clear communication helps in managing expectations and addressing any concerns promptly. 

Executing Test Cases 

Test Execution: Follow the steps outlined in each test case. Record the actual results and compare them with the expected results to identify any discrepancies. 

Issue Tracking: Log any issues or discrepancies found during testing. Categorize issues based on their severity and impact on business operations. 

Reviewing and Resolving Issues 

Issue Resolution: Work closely with the implementation team to resolve any issues identified during UAT. Retest resolved issues to ensure they have been fixed. 

Feedback Collection: Gather feedback from UAT participants on their experience and any additional issues they encountered. This feedback is invaluable for refining the system before the final rollout. 

Sign-Off and Documentation 

Sign-Off: Obtain formal sign-off from key stakeholders once UAT is complete and all critical issues have been resolved. This step is essential for moving forward with confidence. 

Documentation: Document all test cases, results, and issues for future reference. Prepare a UAT summary report highlighting key findings and resolutions. This documentation serves as a valuable resource for future system updates and audits. 

Conclusion 

A well-structured UAT plan is essential for ensuring a successful migration from Microsoft Dynamics GP to NetSuite. By following these detailed steps, you can validate that the new system meets your business requirements and that users are ready for the transition. Proper UAT helps maintain business continuity and sets the stage for a smooth and efficient operation in your new system. 

CONSIDER GSI AS YOUR NETSUITE IMPLEMENTATION & SUPPORT PARTNER

Ultimately, businesses implementing NetSuite need help from a partner who is both an expert in NetSuite and ready and able to consult on the client company’s pain points and objectives.

Using a knowledgeable implementation and support partner, you can roll out a transformative business software system to address current pain points and build a stable relationship with experts who can help adapt and scale the platform as your business grows.

GSI is the #1 Ranked NetSuite Solution Provider by G2, with a senior-level, 100% US-based NetSuite implementation and NetSuite support teams, all of whom average 10+ years of experience in the NetSuite ecosystem. By applying industry best practices and insights, we enable clients to fully leverage NetSuite, enhancing their processes, decision-making, and performance. Our team collaborates closely with clients to align NetSuite's capabilities with their strategic goals, fostering long-term partnerships through transparent communication and ongoing