Testing, Validation & UAT for ERP/CRM
Ensure ERP/CRM implementations are functionally correct, integrated, and compliant with regulations before going live.
Test Like Your Business Depends on It
ERP and CRM go-lives fail when testing is treated as a checkbox rather than a risk management exercise. Clavon structures test programmes around business risk — ensuring every critical process is covered before the cutover window opens.
ScopeWhat Testing & Validation Covers
Define test strategy across unit, integration, regression, performance and security tests
Describe UAT by business process owners with real data, exception handling and cross-module scenarios
Cover CSV (Computer System Validation) requirements where applicable: traceability, risk-based testing, documentation
Align test environments with production configuration and establish release gates
Testing Layers
Functional Testing
Unit and integration tests verifying individual modules and cross-system flows
UAT
Business process owners validate real data, exception paths and cross-module scenarios
CSV / Validation
Risk-based validation documentation for regulated systems — traceability from URS through to IQ/OQ/PQ
Deliverables
Risk-based test plan covering business scenarios
UAT scripts and acceptance criteria
Validation documentation and summary report