Fundamentals of setting up an UAT workflow: 5 step process and checklist

User Acceptance Testing (UAT) is a critical part of the software development life cycle (SDLC). In this blog you will learn the fundamentals of setting up a efficient UAT workflow.

Nov 21, 2023
Fundamentals of setting up an UAT workflow: 5 step process and checklist

How to Conduct UAT?

User Acceptance Testing (UAT) is a critical part of the software development life cycle (SDLC). UAT helps ensure that the software meets the needs of end users and is effectively bug-free. It can also help identify potential problems with the design and architecture of the software, as well as any compatibility issues between different parts of the system.
There are a few different ways to conduct UAT. One approach is to carry out user testing during the development stage, while another is to perform UAT post-launch. In either case, it's important to have a plan for conducting UAT, as well as a strategy for measuring the results.
One important factor to consider when planning UAT is the type of software being developed. In general, user testing is more effective for applications that have a high degree of interactivity or flexibility. This is because users are more likely to find errors in these types of applications.
Another important factor to consider when conducting UAT is the level of involvement of users. Generally, less involved users are better suited for testing lower-level features or functionalities, while more involved users are better suited for testing higher-level features or functionality.

UAT Process Management Best Practices: The Checklist

Define the goal of your testing

You need to have a clear idea of the goal of your testing. You need to set up a test environment and execute the tests as per defined plan. Once you have this, you can start defining what will be tested and how it will be executed. Reporting is an important part of any UAT workflow - track results and make necessary changes based on same!

Choose tests that will measure important outcomes

Once you have chosen the tests, you need to implement them into your product or service. Monitor and adjust your UAT workflow as needed to ensure high quality user experiences. User experience is key when it comes to online interactions. To test the user experience, you need to set up a user acceptance testing (UAT) workflow. This workflow includes choosing the right tests that will measure important outcomes.

Establish the scope of your test

Identify and recruit a representative sample of users for your test. Set up an environment for testing and monitor user interactions through data collection tools. Define the goals of your test and make sure they are relevant to your business. Pick the right type of users for your test - this will depend on the product or service you are testing.

Define the user interface and context for each interaction in your app

Identify the different user interfaces and their contexts - on desktop, phone, tablet etc. Verify that all required functionality is working as expected. Analyse results and make necessary changes to your app based on findings. Test different flows and scenarios - starting with the initial onboarding process.

Record and analyze results

Take action based on the results of the test. Conduct user interviews to understand their needs and how your product meets them. Analyze user feedback using usability tests and surveys to find the areas of improvement. Set up a testing environment that is representative of the live environment.

5 steps to your UAT workflow. Here’s how it works.

There are five key steps to any UAT workflow: planning, execution, documentation, evaluation, and adjustments/tweaks.

1. Planning:

Before you start testing, you need to have a plan. This plan should include everything from your estimated costs to your marketing strategies. Making a plan will help you stay on track and avoid any potential disasters, especially financial ones - beware, they can be brutal!

2. Execution:

Once you have a plan, it's time to get started! This involves setting up the testing environment and executing the tests. Make sure to test different scenarios and make sure that the tests are accurate and representative of your actual user experience.

3. Documentation:

After you execute the tests, it's time to document the results. This documentation should include not only the results of the tests, but also any findings or recommendations that were generated as a result.

4. Evaluation:

After documenting and evaluating the results of your tests, it's time to make any necessary adjustments or tweaks. This is where you decide whether or not the tests were successful in achieving their intended goals and whether or not any further testing is necessary.

5. Adjustments/Tweaks:

If necessary, after evaluating and making adjustments as needed, you can finally tweak your user experience (UX) based on the findings from your testing. This will ensure that your users have an enjoyable experience while using your website or app.

Post User Acceptance Testing Actions

1. Post Test Results:

After your tests are complete, it's time to post the results so that everyone can see what worked and what didn't. This will help you gather feedback and make any necessary adjustments or tweaks.

2. Analyze Feedback:

Once you've posted the test results, wait for people to start providing feedback. This feedback is essential in order to improve your website or app - don't forget to analyze it!

3. Make Adjustments:

Based on the feedback that you've received, make any necessary adjustments to your website or app. This will ensure that your users have a positive experience while using it.

Frequently asked questions

1. What are the benefits of conducting user acceptance testing?

Conducting user acceptance testing (UAT) is a process of testing a new or modified product with real users to determine if it meets their needs. It's an essential step in the development and delivery of any product, and can help to ensure that the product is easy to use, meets user expectations, and meets the requirements of the customer base.
Some of the benefits of UAT include:
1. Ensuring that the product is easy to use - By using real users as testers, you can ensure that the product is easy to understand and use. This will help to reduce customer support costs and improve customer satisfaction.
2. Measuring user satisfaction - By measuring how users feel about the product, you can determine whether or not it meets their needs. This information can be used to make changes to the product before it's released to the public, or used in future marketing campaigns.
3. Identifying potential problems - By testing with real users, you can identify any problems early on in the development process. This can save time and money, as well as avoid any potential disasters down the road.
4. Delivering a quality product - By using UAT, you can ensure that your products are of high quality and meet customer expectations. This will help to build trust and loyalty among your customers, which is key in building long-term relationships.
So there you have it - four compelling reasons why conducting user acceptance testing is a valuable process

2. What are some common challenges encountered during user acceptance testing?

There are a few common challenges that are commonly encountered during user acceptance testing (UAT). These challenges can range from usability issues to regulatory compliance.
Usability issues can occur when the user interface (UI) is difficult to use or when the functionality of the product is not as expected. For example, a product that is supposed to track mileage may not be accurate if the user's input is incorrect. UAT can help to identify and fix these usability problems before they cause any major issues.
Regulatory compliance can be an issue when it comes to products that are intended for use in regulated industries, such as medical devices or food products. UAT can help to ensure that the product is safe and meets all relevant regulatory requirements. It can also help to identify any potential problems early on, before they cause any harm.


User acceptance testing is a valuable process that can help to ensure the quality of your products. By using UAT, you can avoid any potential disasters down the road and deliver a high-quality product that meets customer expectations.