CRM ERP Application Testing | Case Study

Manual and Automation tests for Enterprise level CRM and ERP Solutions.

Manual & Automation Tests for CRM and ERP Platforms


Organizations rely on ERP and CRM solutions to support business critical functions and efficiently handle business challenges. Effective ERP solutions give businesses a competitive edge, as they are scalable and customizable to evolving business needs. Minor performance and scalability issues can cause a negative impact on the ROI and business productivity.

What is ERP

An Enterprise Resource Planning (ERP) system is a computerized application that runs the business functions of a company. It ensures the smooth running of a company by managing its business operations, resources and information from a shared data source. Testing the ERP implementation process is important due to ERP’s critical role and complexity.

ERP Application Testing

ERP Applications are generally configured to map to highly integrated and often complex business processes. Each configured ERP application is unique; therefore each system must be tested thoroughly before going live

Such testing can include:

  • Testing the individual components (Unit Testing),
  • Testing the entire business process from end to end,
  • Integration testing to other applications,
  • Performance testing,
  • User Acceptance Testing on behalf of the end user.

The identification of the test scope is a key activity that determines the time and effort required for the testing process. There are different reasons for embarking on a testing process including:

  • New ERP Implementation
  • Changes to an existing release of the ERP Application
    • Configuration changes
    • Custom Developments
    • New/Amended Interfaces
  • New Releases to the ERP Application
    • Legal Changes
    • Functional Improvements

Each type of change necessitates a different approach to testing.

In an ERP implementation or upgrade the ultimate responsibility for testing resides with the business users and not the ERP provider or IT department. The business user must verify that the system works as a whole and is functioning correctly.

Testing should be considered and planned early in the project in order to fit into the overall project plan. Once the test scope has been identified, the tests can be planned. All tests should be aligned to the business processes, and a risk assessment should be executed in order to determine the potential effect of change(s) on business processes and hence ensure that adequate testing is proposed to minimise the potential for any disruption to the business.

At a Glance

Our ERP testing services offer a full suite of integrated ERP testing services across the life-cycle of ERP projects – Implementation, Upgrade, Rollout, Production Support, and Maintenance. Our comprehensive testing strategy, domain expertise and extensive experience in delivering ERP testing projects for global clients enables us to make your testing more effective, achieve better quality, and reduce cycle times.

OdiTek, with more than 15+ years of test automation & domain independent testing expertise successfully collaborated with the customer from the requirements phase to post-production phase. This project required to adopt to the processes defined by the customers and use of their templates, artifacts and procedures was a learning one for the team as well.


ERP-CRM Applications

Key Results

A very successful UAT and production phase where test coverage was cent percent covering entire gamut of tests from functional, security to performance. Several high priority defects were reported, corrections were verified. The project scope was met, automation strategy planned for the Insurance applications were achieved and overall customer was very happy with the products going LIVE on time.

Technologies Used
  • OS: Windows/MAC
  • Test Automation Scripting Languages: Java, Java Script
  • Application Program & Test Scripts: VBScript, Java
  • Web Automation Tool: QTP, Selenium
  • Mobile App Automation Tool: Appium
Key Offerings
  • Functional testing
  • Platform testing (incl. mobile)
  • Security testing
  • Performance/Scalability testing
  • Usability testing

Functional Tests

Security Tests

Automation Tests

What is CRM Testing

Customer relationship management (CRM) is a company-wide business marketing system that helps an organization “enable its marketing departments to identify and target their best customers, manage marketing campaigns and generate quality leads for the sales team,” according to TechTarget.

  • Database Basics
    CRM is a marketing model built on a database software application. A database application is used for the collection and analysis of key customer data for use in implementing targeted marketing and sales programs.
  • Testing Purposes
    A testing phase is common to most major software applications, like CRM, used by organizations. Testing helps detect errors and optimize use of the application. CRM testing is critical to success of CRM initiatives according to independent bodies cited by the 2004 Destination CRM article “Why Should I Test My CRM Application?”
  • Delivery vs Acceptance Testing
    The Destination CRM article points out that delivery testing is performed by software vendors to ensure basic software bugs and errors are corrected. The accepting organization that uses the software must test for appropriate integration prior to massive implementation of its CRM program.
Principal Steps in App Automation
  • Test Accelerator
    Pre-built test assets to minimize manual intervention reducing errors, while reducing time-to-test
  • Reduced time-to-market
    Test planning and script development are done in parallel, speeding up the testing process
  • Reduced test execution time
    Individual components and their interfaces can be tested in a single execution, reducing the testing time by approximately 20%.
  • BPT approach
    Maximum coverage with reduced number of test scenarios, making it ideal during emergency builds or patches.
  • Test automation benefits
    • Common components can be automated and used during automation of newer business scenarios, thus increasing the scope of testing with each test cycle
    • Saves nearly 40% of testing time with automated business components
    • Re-usability of automated components enhances turn-around time of scripts during functionality changes
    • Developers can re-use scripts for unit testing before checking-in the code. This can be linked to application release cycles
Case Studies

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