Documentation is not just an afterthought

TestSquad provides comprehensive documentation for all different types of companies as documentation is a key driver of the success of your application.

ERP and Dynamics 365 process documentation being written

Precise process documentation is what makes D365 transitions, audits, and knowledge handoffs go smoothly instead of depending on whoever happens to remember how a process actually works. We document your processes as they run today, so that record outlives the person who configured it.

30%

More likely to meet project goals

50%

Reduction in Employee Onboarding tme

38%

Improvement in Process efficiency and effectiveness

Cases When You Need a Documentation Consultant

User Training and Onboarding

Documentation provides clear, step-by-step instructions for end-users on how to use various modules and features within D365, reducing the learning curve and enhancing productivity.

System Implementation and Customization

During the initial implementation of D365, having comprehensive documentation of the setup, configurations, and customizations ensures that the system is tailored to the company's needs and that the implementation process can be replicated or audited.

System
Upgrades

When upgrading to a new version of D365, detailed documentation of the current system setup, customizations, and integrations is essential for planning and executing the upgrade with minimal disruption

Regulatory
Compliance

Documentation of all actions and changes within the system provides a clear audit trail, helping to identify and address any discrepancies or unauthorized activities.

We Do the
Foundational Work

Just as a building requires a solid foundation, so too does software need a robust quality assurance process. Our work ensures that when the software goes live, it performs as expected, meeting both business and user needs. By focusing on the foundational aspects of testing and documentation, testsquad ensures that your software is built on a solid foundation of quality, reliability, and usability.

ERP Documentation Step by Step

TestSquad’s consultants follow a comprehensive approach to documentation consulting. Below we describe the key stages of our documentation consulting services.

Project get-in

The consultants study the relevant documents, interview stakeholder subgroups, and examine the existing QA procedures.

Sample deliverables:
  • QA assessment report including the QA maturity level assessment.

Analysis and planning

The consulting team identifies problems in QA process, possible solutions to them, and risks and limitations related to solution implementation. Relying on the solution and risk analysis, the team develops an action plan with specific tasks and timelines, identifies the target KPIs and designs a roadmap to fulfill them.

Sample deliverables:
  • QA strategy
  • Mitigation plan to manage new QA strategy implementation risks
  • Tailored KPI lists
  • Roadmap to a new QA strategy
  • Manual test strategy and plan tailored to your D365 or ERP environment

Implementation

Upon the customer’s approval, the team implements the proposed solutions (or a part of them), supervises the process, prevents possible issues and addresses the actual ones (if any). TestSquad’s QA consultants ensure knowledge transfer to the customer's QA team.

Sample deliverables:
  • QA process improvements.
  • Test scenarios driven by the software specifics.
  • QA training materials.
  • QA knowledge base.

Support

TestSquad’s QA consultants supervise your team for some time, ready to step in and address possible problems.

Sample deliverables:
  • FAQs for the in-house team.

Doc umentation Results with TestSquad: Gains

Streamlines operations and enhances productivity
Operational Efficiency
Ensures consistent process performance
Facilitates efficient employee training
Tracks and analyzes process performance
Preserves critical business knowledge
Manages organizational changes effectively

Documentation KPIs we Track

  • Percentage of documentation that is error-free and accurate
  • Average and total employees who have completed training on the new documentation processes.
  • Total number of help desk queries related to finding or understanding documentation.
  • Average and total time it takes for users to find the information they need within the documentation
  • Documentation that meets regulatory and internal compliance standards.
  • Average frequency with which the documentation is reviewed and updated
  • The percentage of user feedback that is reviewed and implemented into the documentation.

Documentation KPIs will greatly depend on your Documentation maturity level, software and project specifics, Documentation process challenges you face. TestSquad provides a tailored set of KPIs, which you can use further during Documentation process self-assessments.

Book a Coverage Review

We'll walk your current test coverage with you and show you where the real gaps are. Name and email is all we need — we reply within one business day.

Get in touch directly