Scaled Solutions Group: User Acceptance Testing (UAT) Implementation Process for Epicor P21

Scaled Solutions Group: User Acceptance Testing (UAT) Implementation Process for Epicor P21

July 3, 2024

Scaled Solutions Group: User Acceptance Testing (UAT) Implementation Process for Epicor P21

At Scaled Solutions Group, we understand that the successful implementation of an ERP system like Epicor Prophet 21 (P21) hinges on meticulous planning, thorough testing, and seamless execution. One of the critical phases in this journey is User Acceptance Testing (UAT). This blog will walk you through our comprehensive UAT implementation process for Epicor P21, designed to ensure that your system not only meets but exceeds your business requirements.

What is User Acceptance Testing (UAT)?

User Acceptance Testing (UAT) is the final phase of the ERP implementation process, where the end users test the system in real-world scenarios to ensure it functions as intended. The primary objective is to validate that the system supports the business processes and meets the defined requirements before it goes live.

Our UAT Implementation Process

  1. Planning and Preparation
    • Define Objectives: We start by clearly defining the objectives of UAT. This includes understanding what needs to be tested, the expected outcomes, and the criteria for success.
    • Develop Test Plan: A detailed test plan is created, outlining the scope, approach, resources, schedule, and deliverables. This plan serves as a roadmap for the entire UAT process.
    • Prepare Test Environment: We set up a dedicated test environment that mirrors the production environment as closely as possible. This ensures that the testing conditions are realistic and reliable.
  2. Test Case Development
    • Identify Test Scenarios: Based on the business requirements and processes, we identify the key scenarios that need to be tested. These scenarios cover all critical functionalities of the Epicor P21 system.
    • Create Test Cases: Detailed test cases are developed for each scenario. These test cases include step-by-step instructions, input data, and expected outcomes. Our test cases are designed to be comprehensive and cover both typical and edge-case scenarios.
  3. Test Execution
    • User Training: Before the actual testing begins, we conduct training sessions for the end users. This ensures that they are familiar with the system and understand how to execute the test cases effectively.
    • Execute Test Cases: End users execute the test cases in the test environment, recording the results and any issues encountered. Our team provides support throughout this phase to assist with any questions or problems.
    • Track Issues: All issues and defects identified during testing are logged and tracked using a defect tracking tool. This helps in prioritizing and addressing the issues promptly.
  4. Issue Resolution
    • Analyze and Prioritize Issues: Our team analyzes the logged issues to determine their root causes and prioritizes them based on their impact on the system and business processes.
    • Fix and Retest: The identified issues are fixed by our technical team, and the affected test cases are retested to ensure that the fixes are effective and do not introduce new issues.
  5. Validation and Sign-Off
    • Final Validation: Once all issues have been resolved, we conduct a final round of validation testing to ensure that the system is stable and meets the acceptance criteria.
    • User Sign-Off: After successful validation, the end users provide formal sign-off, indicating their acceptance of the system. This sign-off is a crucial milestone before moving to the go-live phase.
  6. Go-Live Preparation
    • Cutover Planning: A detailed cutover plan is developed, outlining the steps and timeline for transitioning from the test environment to the live production environment.
    • User Training and Support: We provide final training sessions and prepare support materials to ensure that users are ready for the go-live phase.

Benefits of Our UAT Process

  • Thorough Validation: Our comprehensive UAT process ensures that all aspects of the Epicor P21 system are thoroughly tested and validated, reducing the risk of issues during the go-live phase.
  • User Involvement: By involving end users in the testing process, we ensure that the system meets their needs and expectations, leading to higher user satisfaction and adoption.
  • Issue Resolution: Early identification and resolution of issues prevent disruptions and costly fixes after the system is live.
  • Smooth Transition: Our meticulous planning and execution ensure a smooth transition from the test environment to the live production environment, minimizing downtime and operational impact.


At Scaled Solutions Group, we are committed to delivering successful Epicor P21 implementations that drive operational efficiency and achieve strategic goals. Our UAT implementation process is a testament to this commitment, ensuring that your ERP system is robust, reliable, and ready for prime time. If you’re looking to implement Epicor P21 or enhance your current system, contact us today to learn how we can help you achieve your objectives.

Visit us at Scaled Solutions Group for more information.