User Acceptance Testing (UAT) is the last stage of a system implementation and a critical component for a successful implementation. You don’t want to skip this step or take shortcuts. Without UAT, it is not possible to fully validate that the system is functioning per the expectations of your end users, and you needlessly risk taking a hit to user adoption.
Benefits of UAT
Validates that business requirements are met based on the in-scope user stories
This confirms that model builders correctly interpreted the business requirements
Reduces the risk of defects being identified in production
Fixing items in development rather than production is less costly and risky to the business
End users will gain skills and confidence while using the new system prior to Go Live
Key items to consider for a successful UAT
Set proper expectations with testers at the beginning of UAT
Base UAT scripts on user stories (refer to the acceptance criteria set)
Ensure that end users, not model-builders, execute the UAT test scripts
End users have the most knowledge of the business processes and therefore expected system behavior
Phase testing and introduce functionality consistent with the execution of the business process
Phases can accommodate automated concurrency testing and end user testing, or multiple rounds of end user testing with time to make tweaks between.
Conduct daily meetings to communicate status and address questions as they come up
Schedule time for defect resolution and re-testing of functionality
Prioritize defects and changes as they are identified
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As with any enterprise software implementation, you are investing in Anaplan to resolve specific challenges and deliver value for your business. In order to prove the investment was worthwhile, you need to measure your return on investment, or ROI.
ROI is a common metric used in finance for evaluating, approving, and measuring the success of investments or projects. Most frequently, companies will look at time and quality measures first.
For this metric, you must first benchmark your performance. Before the start of your project, ask yourself these types of questions:
How much time does it take the team to execute the business process today?
You can break this down into what is the percent (%) of time that each team member spends on a weekly basis toward each step in the process
What is the quality of the result of that process?
Think about things like the cost of manual errors, trust in data, confidence in forecasts, and latency of the information delivered in a report.
Write the answers down for reference post-deployment.
After the project is deployed and adopted, ask yourself those questions again. Set timeframes and milestones to track your ROI. Document it and share it internally within your business, as well as in the Anaplan Community.
To learn more ways to identify ROI for your use case, check out our Customer Stories page.
Interested in building your own ROI models? Check out our How to Prepare Your Anaplan ROI and Business Case video.
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We are constantly working to make the Anaplan platform better. We do this by regularly 1) making updates to it and 2) communicating with you about how and when those updates will be made.
To stay aware of updates to the Anaplan platform so you can do what you do best, plan, we have provided several media to notify you:
The Platform Releases page. Stay up to date on what’s new by subscribing to our Platform Releases blog, see what’s on the horizon with our Release Calendar and Upcoming Features page, and ask questions in our Platform Release Discussion Board.
You can get up-to-the-minute status by navigating to status.anaplan.com to see the state of each platform, Integration and Extensions, the Anaplan Community site, and the Anaplan.com website.
If you want to be notified by of upcoming updates and scheduled downtime, subscribe to email, SMS, Atom feed, or RSS feed updates at status.anaplan.com
We will notify you at least week in advance of scheduled downtimes.
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Within the Anaplan Community, there are many ways for users to easily connect with each other. If you have a question, an idea, or a solution, there is a place for you to share. We’ll discuss the Discussion Boards and User Groups below.
Within the Discussion Boards you can ask a question, answer questions, start a new topic discussion, participate in an active topic discussion, and suggest new product features you’d like to see in the future. Discussion Boards are a great way to stay in the know and learn from other Anaplan users.
How to Participate in Discussion Boards
Step 1: Using the hamburger menu in the top left, navigate to the category you’d like to create a discussion thread in. For this example, we’ll be using “Product Conversations.”
Step 2: When you have clicked on a category, you’ll then select a discussion board that best matches your topic interest. For this example, let's go with “Dashboards."
Step 3: On the discussion board home page, you’ll find a list of the current active discussion topics. Here, you can search to see if another user already posted something that closely matches what you are looking to share. If you find one that matches be sure to use that topic to share your thoughts.
Step 4: Once you find a topic of interest and click into it you’ll find that you can then reply to the author, give the author Kudos if you like what they shared, and even add tags to help other users find this topic. If you’d like to create a response to the topic click reply at the bottom.
Step 5: After clicking the “reply” button you’ll be redirected to the “reply to message” page. There you’ll be able to create your response. Within your response you can include a file to support your statement or clarify your question, and add tags to make your post more searchable for other users. You can also select the box in the upper right-hand corner to be notified when someone replies to your message.
*If the topic you had questions or comments about isn’t listed in any of the discussion boards you can start a new topic by following this short video:
Within User Groups, you can connect with Anaplan users in your region, participate in discussion boards, and attend in-person meetings to collaborate with other users and Anaplanners. Whether you join online or attend an in-person meeting, user groups are the perfect way to learn new tips and tricks from other users.
How to Find Your Local User Group
Step 1: First, head over to the hamburger menu and scroll down to Anaplan User Groups. Once there, click Anaplan User Groups.
Step 2: After clicking into Anaplan User Groups another menu will appear listing the different region-based user groups. Select the location that you are closest to.
Step 3: From there, you should land on the user group’s home page. This is where you’ll be able to find up-to-date information, discussion boards, and when the next meeting will be.
Looking for more ways to engage? Share your thoughts and comments below!
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