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SCP expertise / Tools and techniques

Testing and Business Acceptance

Prove the change against criteria agreed with the business.

Testing strategy / Phases and readiness

Test the product, the connections and the business outcome.

For a package-led change, SCP would agree a route from component checks through product testing, System Integration Testing (SIT) and User Acceptance Testing (UAT), followed by cutover and go-live readiness. Define each phase’s scope, owner, environment, entry and exit criteria, evidence and approval authority in the test strategy.

Agree the terminology: Product Acceptance Testing (PAT) is used here for the client/provider’s agreed package-level acceptance phase, such as a configured or extended ERP product. Its name and boundary vary between organisations. System Testing (ST) tests the complete application; it is distinct from unit testing. Avoid duplicating ST and PAT where one agreed phase can cover the required objectives.

  1. Component / unit and component integration testing

    Developers check individual components and their interactions before broader application testing.

    SCP delivery focus: confirm provider responsibilities and retain relevant results for changed calculations, extensions and internal interfaces.

  2. System Testing (ST)

    Test the complete application’s behaviour, including relevant functional and non-functional requirements.

    SCP delivery focus: link application-level scenarios to the functional specification and agreed criteria; record the tested build, configuration and defects.

  3. Product Acceptance Testing (PAT)

    For the agreed package scope, demonstrate that configuration and modifications meet the specified product requirements before wider integration testing.

    SCP delivery focus: agree who accepts the package and what evidence is needed. For an ERP change, check configured rules and extensions, including failure and boundary cases, within the package test boundary. Use controlled substitutes for external systems where necessary.

  4. System Integration Testing (SIT)

    Test interactions between systems and external services.

    SCP delivery focus: exercise ERP, WMS, transport and other relevant handovers using realistic end-to-end scenarios. Include mappings, timing, missing or duplicate messages, failure recovery and reconciliation. Resolve or explicitly disposition issues before business acceptance testing.

  5. User Acceptance Testing (UAT)

    Business users assess whether the solution meets agreed business needs and acceptance criteria.

    SCP delivery focus: business representatives execute realistic work and exceptions, with exploratory challenge as well as planned scenarios. Record results, defects and unmet needs; route changes through change control. UAT is more than trying to break the solution: it establishes whether people can perform the required work.

  6. Operational Acceptance Testing (OAT)

    Confirm that the service can be operated and supported in the agreed production conditions, with operations and support owners involved.

    SCP delivery focus: demonstrate monitoring and alerts, incident escalation, access administration, backup and restore, recovery or failover, scheduled jobs and support runbooks as relevant. Record operational acceptance against agreed service criteria.

  7. Cutover readiness, go live and early-life support

    Use an authorised readiness decision to move from an accepted solution to production operation.

    SCP delivery focus: rehearse migration and reconciliation, confirm access, training, support, monitoring, rollback or recovery arrangements, owners and communications. Record the go/no-go decision, conditions and outstanding risks; verify production operation after release.

OAT and performance checks can run alongside delivery

Plan OAT alongside SIT and UAT where dependencies and a suitable environment allow; it is not simply a final step after UAT. Combine business acceptance, operational acceptance and the remaining readiness evidence at the go/no-go decision.

Performance and other non-functional testing: response times, throughput, concurrent-user load, peak demand, endurance and recovery behaviour need measurable targets and representative workloads. Performance testing is a test type that can span system testing, SIT and operational readiness; it is not a synonym for OAT. Agree specialist ownership and environment requirements early.

Illustrative plan: component checks → ST / agreed PAT → SIT → UAT → cutover and go live. OAT and relevant non-functional tests run in parallel when ready, with their exit criteria feeding the same release decision. The exact overlap and gates are agreed in the delivery plan.

Testing terminology in plain English
Unit / component testing
Checks an individual piece of the application.
ST — System Testing
Checks the complete application or product.
PAT — Product Acceptance Testing
The agreed package-level acceptance scope; define this local term with the client and provider.
SIT — System Integration Testing
Checks the handovers and interactions between systems.
UAT — User Acceptance Testing
Business users assess fitness for agreed business needs.
OAT — Operational Acceptance Testing
Operations and support teams assess readiness to run and support the service.
Non-functional testing
Checks quality characteristics such as performance, reliability, security and accessibility.
Regression testing
Checks that a change has not adversely affected other behaviour.
Cutover
The controlled transition of systems, data and people into production operation.

Make the handover between phases explicit

For an SCP engagement, a readiness record would identify the version and scope tested, requirements and acceptance criteria covered, results, open defects, residual risks, accountable owner and decision. Agree severity thresholds and blocking conditions before execution. Passing PAT does not prove cross-system integration; passing SIT does not constitute business acceptance; UAT approval does not by itself authorise go live.

The sequence is a planning view, not a requirement to wait until late in delivery to involve users. Prepare criteria and test cases early. Agile and hybrid teams can repeat the relevant levels for each increment, with risk-based regression testing after changes. Performance, security, accessibility, data migration and operational readiness checks should be planned at suitable levels, rather than left entirely to UAT.

Test-level terminology: ISTQB Foundation Level syllabus v4.0.1, section 2.2 ↗. The PAT boundary, package-led sequence, delivery examples and readiness controls above describe SCP’s proposed application, to be agreed for each engagement.

Requirements through to acceptance

Define what to prove before the test starts

We would describe user needs through requirements, user stories and use cases, then agree acceptance criteria. A test plan links those requirements to scenarios, expected results and evidence. Testing may cover functionality, system handovers, data, performance and failure paths according to the change.

User acceptance testing (UAT) allows appropriate business users to assess the solution against agreed needs. A pilot examines performance in a bounded operating setting. The two activities complement each other. Test results, defects, pilot outcomes and any remaining risks inform the authorised rollout decision.

Example: a planner can identify an order at risk, understand its cause and carry out only the actions their role permits. The acceptance criteria and tests should cover the normal case, missing information and restricted actions.

From criteria to an acceptance decision

  1. Agree and version the requirements and acceptance criteria before execution.
  2. Link test cases, expected results, test data, responsibilities and environment to those criteria.
  3. Run the tests and business-user UAT; retain actual results, evidence and unresolved issues.
  4. Triage unexpected results against the agreed baseline. Link defects or change requests as appropriate, then retest approved changes.
  5. The authorised business owner assesses the evidence, outstanding risks and conditions before accepting or releasing the solution.

UAT evidence supports the decision; it does not replace acceptance criteria. A pilot also checks performance in a bounded operating setting.

Techniques in this guide

Open a technique for when to use it, its output and related service links.

Test

Design of experiments

Which controllable changes affect the outcome?

Explore this technique

What it produces

Designed trial and analysis.

Supply-chain example

Plan a controlled trial when several factors may influence the result.

Related services

Method reference for Design of experiments (opens in a new tab) ↗
Test

Simulation and scenario testing

How might queues, variability or disruption change the result?

Explore this technique

What it produces

Scenario results with assumptions.

Supply-chain example

Explore queues, variability or disruption before committing to a change.

Related services

Method reference for Simulation and scenario testing (opens in a new tab) ↗
Test

Test planning and requirements traceability

When evidence must show that a change meets its requirements.

Explore this technique

What it produces

Traceable test cases, expected results, responsibilities and defect records.

Supply-chain example

Link each requirement to tests, covering integration, data quality and performance where relevant.

Related services

Method reference for Test planning and requirements traceability (opens in a new tab) ↗
Test

User acceptance testing (UAT)

When business users need to judge whether a solution meets their needs.

Explore this technique

What it produces

Recorded user test outcomes and an authorised acceptance decision.

Supply-chain example

Ask planners to execute agreed order-exception scenarios and record issues before release.

Related services

Method reference for User acceptance testing (UAT) (opens in a new tab) ↗

Discuss the decision you need to improve

Explore how these techniques could support your operation, with the scope and depth agreed around your needs.