The article discusses how a QA Analyst can assist a Customer Solution Manager (CSM) during User Acceptance Testing (UAT). The QA Analyst can help with test planning and strategy, test execution, defect management, feedback collection, documentation and reporting, and training and support. By collaborating closely with CSMs, QA can contribute to a successful UAT process.

CSM Assistance Overview

Quality Assurance (QA) can assist Customer Success Managers (CSMs) during User Acceptance Testing (UAT) in several ways:

Test Planning and Strategy: QA can help CSMs in creating a comprehensive test plan and strategy for UAT. This includes identifying test scenarios, defining test cases, and outlining the testing approach to ensure that all critical aspects of the product are covered.
Test Execution: QA can assist in executing the UAT test cases, recording test results, and identifying any defects or issues that arise during testing. They can work closely with the CSMs to ensure that the testing process is thorough and efficient.
Defect Management: QA can help CSMs in managing defects by documenting and tracking them throughout the UAT process. This includes prioritizing defects, retesting fixes, and ensuring that all identified issues are properly addressed before the product is released.
Feedback Collection: QA can assist in collecting feedback from users during UAT, consolidating user input, and providing insights to the CSMs regarding user satisfaction, feature requests, and areas for improvement.
Documentation and Reporting: QA can help in documenting the UAT process, including test results, defect reports, and overall findings. They can also assist in preparing reports for the CSMs to communicate the UAT outcomes to relevant stakeholders.
Training and Support: QA can provide training and support to users participating in UAT, helping them understand the testing process, providing guidance on how to use testing tools, and addressing any questions or concerns they may have.

By collaborating closely with CSMs, QA can contribute to a successful UAT process by ensuring that the product meets user expectations, is free of critical defects, and is ready for production release

With Test Automation

Test automation packages prompt some questions about the roles and responsibilities of QAs and CSMs. We addressed a couple here:

QA Analyst will help to lower the risk that the customer finds major issues during UAT

QA Analyst is responsible for functional and regression testing on the project – not developer (CE). QA Analyst is the role dedicated to QA and software testing activities, so we can let developers do just the development.

QA Analyst will help to lower risk the customer is not ready for UAT or he is not clear about what to do

QA Analyst communicates with the customer about UAT during the whole project and helps the customer with his preparation and understanding

QA Analyst will document testing on the project (test cases, test results, progress of testing)

This will improve the level of project documentation and it can be used during the project and even later for Support purposes