Getting Started
The primary objective of the "Getting Started" phase is to approve the end-to-end user experience, ensuring there are no blockers to a smooth and successful launch. This phase focuses on coordination, testing, and timely feedback submission to keep the project on track.
Key Participants:
Project Lead: Coordinates stakeholders and consolidates feedback.
Digital Lead: Oversees device and platform testing to ensure usability across all systems.
Key Stakeholders: Validate account configurations and review test cases to confirm system readiness.
Resources and Key Dates:
UAT Checklist: Utilize this testing checklist (also outlined below) to guide your testing process systematically. Please create a copy of this spreadsheet for your team to use during the testing process!
This is what the sheet will look like; if you need an Excel copy, please let your client lead know.
Submitting Feedback: Consolidate issues or feedback into the shared spreadsheet above for efficient tracking and resolution.
Feedback Due Date: Ensure all feedback is submitted by the agreed deadlines to avoid delays in the launch timeline.
*IMPORTANT: You will use the following test address to test: 66 Vineyard Rd, Halesite, NY 11743*
Note: Your personal name will work fine; you do not need a specific name to test this address.
Usability and Functionality Testing Checklist
1. Device & Platform Testing
Objective: Validate behavior and functionality across devices and platforms in the production environment.
Device and Platform QA:
Is the home banking tile live in staging?
Does the desktop login function properly?
Does the mobile banking app function properly on all devices (e.g., iOS, Android)?
2. Usability Testing
Contact Methods:
Email: Verify that your email app opens with the correct "To" address configured in your settings.
Phone: Test that the provided contact number is functional and dials correctly.
Meeting Schedule: Ensure the meeting scheduler link redirects to the correct scheduling interface.
Owner Tools & Management:
Adding a loan: Confirm you are able to add a loan to your profile
Deleting a loan: Confirm you are able to delete a loan from your profile
Editing loans: Ensure you can successfully edit the details of a loan.
3. Confirm Settings
Objective: Ensure all system configurations reflect the intended setup and work seamlessly.
Account Configuration:
Does the branding (e.g., logo, colors) reflect the admin settings?
Does the home borrowing power align with the configured admin settings?
Offers:
Does the offer copy reflect the admin settings?
Is the sorting of offers functioning as intended?
Can you see all configured offers on the banking platform based on your user?
Do offer links redirect to the correct landing pages?