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Tool Checks

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© XTEL 2024. All rights reserved. Confidential treatment requested

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Table of content

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1. Tool checks
2. Analytics checks
1. Compare with original input
2. Evolutions
3. Functional checks
1. Platform functional checks
2. Test cases UAT

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1. Tool checks

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As we enter the tool checks phase, it's essential to verify that all data is accurate and seamlessly integrated into the platform. This process includes performing spot checks on specific data points and confirming total values such as volume, units, value, and gross profit to ensure their accuracy. Beyond data validation, this phase involves a detailed assessment of the platform's functionality. Ensure that all graphs, filters, and buttons operate correctly, and verify that any client-requested changes have been implemented by the tooling team. Testing every feature and button is critical, as these elements will be closely examined by the client during User Acceptance Testing (UAT). This thorough review helps identify and resolve any issues, ensuring the platform meets client expectations and operates smoothly.

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2. Analytics checks : Compare with original input

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As mentioned in the previous slide, it's crucial to verify that everything you've accomplished so far has been accurately integrated into the platform. Ensure that the key metrics align with your original input:

• Total Value: Represents the overall revenue generated from all sales activities.
• Total Volume: Indicates the total quantity of goods sold.
• Total Promotional Cost: Reflects the total expenditure on promotional activities.
• Individual Promotions: Check specific promotions to ensure their costs are consistent with the input.
• Total Net Revenue: The total revenue minus returns, allowances, and discounts.
• Total Cost of Goods Sold (COGS): The direct costs attributable to the production of the goods sold.
• Total Gross Profit: The difference between total revenue and COGS, indicating profitability before other expenses.
• Do all my products maintain the same hierarchy as the input: Category, Segment, Sub-Segment, etc.?

These metrics collectively provide a comprehensive view of financial performance and promotional effectiveness on the platform.

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2. Analytics checks : Evolutions

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Another aspect to examine is the evolution of your metrics from one period to the next. Ensure these changes align with your business insights and the client's context. Focus on the following metrics:

• Total Value
• Total Volume
• Total Promotional Cost
• Individual Promotions
• Total Net Revenue
• Total Cost of Goods Sold (COGS)
• Total Gross Profit

For instance, if promotional costs double from one year to the next, but gross sales decrease, further investigate whether the issue lies within the data or the platform. Checking these metrics is crucial to ensure data accuracy and alignment with business objectives, helping to identify any discrepancies or issues early.

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2. Analytics checks : Evolutions

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You can use the “KPI Trends” in Portfolio analytics to check the evolution of your topline metrics:

• Total Value
• Total Volume
• Total Units

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2. Analytics checks : Evolutions

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You can use the “KPI Trends” in the PEA module to check the evolution of your topline metrics:

• Total Net Revenue
• Total COGS
• Total Gross Profit
• Total Promo Cost

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3. Functional checks

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For your functional checks, it's important to thoroughly verify that all aspects of the platform are working as intended. This involves checking:

• Every filter to ensure they correctly refine data views.
• Every button to confirm they trigger the appropriate actions.
• All graphs, ensuring they display data accurately and interactively.
• Implementation of all client-requested changes (such as customized colour schemes and specific metrics tailored to the client's needs,..)

Additionally, it's crucial to test these elements across various categories, markets, and products. Some issues might only arise within specific segments, so a comprehensive review will help identify and resolve any hidden problems, ensuring a smooth user experience.

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3. Functional checks

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In the "CONTROLS AND FILTERS" section, thoroughly test all possible filter combinations to ensure they function correctly. This includes experimenting with different markets, product price groups (PPGs), categories, and other relevant variables. By doing so, you can identify any potential issues that may only arise under specific conditions. This comprehensive testing helps ensure the platform performs reliably across all scenarios, providing a seamless user experience. Additionally, it verifies that the system accurately reflects the intended data segmentation and filtering logic, meeting client expectations and operational needs..

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3. Functional checks: Test cases UAT

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During User Acceptance Testing (UAT), the client will have a two-week period for their team to thoroughly evaluate the platform through comprehensive functional checks. To facilitate this process, we have prepared a detailed test script file, linked below. This document outlines all necessary checks and procedures. It's crucial that you conduct all the checks outlined in the test script beforehand to prevent the client from encountering any issues during their evaluation. This proactive approach helps ensure a seamless experience for the client and demonstrates our commitment to quality assurance. Additionally, it is important to adjust the test script before sending it to the client, so it is tailored to their specific context. This involves ensuring that the test scenarios reflect the client's particular products, markets, and categories,... Customizing the script in this way ensures that the testing process is relevant and effective for the client's needs.

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Link to XTEL TPO - UAT Test Scripts

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3. Functional checks: Test cases UAT

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On the right, you'll find a preview of the “Test Script," which is highly detailed and includes specific success criteria for each test case. These criteria are essential for verifying that your graphs, filters, and controls function correctly. Meeting these benchmarks ensures that each component operates as intended, allowing you to identify any issues early on. This thorough approach guarantees that the platform meets quality standards and delivers a seamless user experience.

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Knowledge Check

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This phase also involves a detailed assessment of the platform's functionality.It is important to ensure that all graphs, filters, and buttons operate correctly, and verify that any client-requested changes have been implemented by the tooling team.

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The report KPI Trends can be used to analyze the evoluiton of the topline metrics. It is available in the Portfolio Analytics and PEA (Promotion) Analytics modules.

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