How can you test ERP software after customization and integration?

1 Plan your testing strategy

Before you start testing your ERP software, you need to have a clear and comprehensive testing strategy. This should include the scope, objectives, criteria, methods, tools, and resources of your testing process. You should also define the roles and responsibilities of your testing team and stakeholders, and establish a communication and reporting plan. Your testing strategy should align with your business goals and requirements, as well as the specifications and expectations of your customization and integration projects.

2 Perform unit testing and code review

After you customize or integrate your ERP software, you should perform unit testing and code review to check the quality and functionality of your code. Unit testing is the process of testing individual components or modules of your software to verify that they work as intended and meet the requirements. Code review is the process of examining and evaluating your code to identify and fix any errors, bugs, or vulnerabilities. You can use various tools and frameworks to automate and streamline your unit testing and code review, such as JUnit , PyTest , or SonarQube .

3 Conduct functional testing and user acceptance testing

Functional testing and user acceptance testing are two types of testing that focus on the usability and performance of your ERP software from the perspective of your end-users and stakeholders. Functional testing is the process of testing your software against the functional requirements and specifications, such as features, workflows, inputs, outputs, and scenarios. User acceptance testing is the process of testing your software by involving your actual or representative users and stakeholders, and collecting their feedback and approval. You can use various tools and techniques to facilitate your functional testing and user acceptance testing, such as Selenium , Cucumber , or TestRail .

4 Execute integration testing and system testing

Integration testing and system testing are two types of testing that focus on the compatibility and reliability of your ERP software as a whole. Integration testing is the process of testing how your software interacts and communicates with other applications and platforms that you have customized or integrated it with, such as CRM, e-commerce, or cloud services. System testing is the process of testing how your software operates and performs in the actual or simulated environment that it will be deployed in, such as hardware, software, network, or security settings. You can use various tools and methods to perform your integration testing and system testing, such as Postman , SoapUI , or LoadRunner .

5 Apply regression testing and performance testing

Regression testing and performance testing are two types of testing that focus on the stability and scalability of your ERP software after customization and integration. Regression testing is the process of testing your software after any changes or updates to ensure that they do not affect the existing functionality or quality of your software. Performance testing is the process of testing your software under different loads and conditions to measure and optimize its speed, responsiveness, and resource consumption. You can use various tools and solutions to conduct your regression testing and performance testing, such as TestComplete , JMeter , or New Relic .

6 Document and report your testing results

The last step of testing your ERP software after customization and integration is to document and report your testing results. This is important to keep track of your testing progress, identify and resolve any issues or defects, and communicate and collaborate with your testing team and stakeholders. You should document and report your testing results in a clear, concise, and consistent manner, using various formats and channels, such as test cases, test scripts, test logs, test reports, dashboards, or emails. You should also follow up on your testing results and implement any necessary actions or improvements, such as bug fixes, enhancements, or feedback.

7 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?