UAT Preparation, Go-Live Support, and Financial Process Optimization for a Manufacturing Organization
The Client
A manufacturing organization preparing for UAT and go-live on a new Infor M3 implementation engaged Venteon Consulting Services to strengthen financial process readiness and improve user adoption.
Although the implementation partner could configure the system based on defined requirements, the organization lacked experienced functional finance leadership to guide users through how Infor M3 should support daily accounting activities.
Working alongside the Chief Financial Officer, IT Director, Finance team, and implementation partner, Venteon provided three months of UAT preparation followed by go-live and hypercare support.
The Challenge
The organization faced several critical readiness gaps ahead of its Infor M3 launch:
- Limited Functional Finance Guidance – The Finance team lacked an experienced resource who could connect system functionality with practical accounting processes.
- UAT Readiness Concerns – Users needed structured scenarios and hands-on support to effectively test transactions, validate results, and identify system gaps.
- Complex Financial Processes – The team required guidance across General Ledger, Accounts Payable, Accounts Receivable, Cash Management, Fixed Assets, Inventory Accounting, and Cost Accounting.
- Integration Validation Requirements – Banking, expense management, and other third-party integrations required testing to confirm accurate financial posting and reconciliation.
- Month-End Close Uncertainty – The organization had not established consistent processes for completing month-end activities within the new system.
The client needed a consulting partner capable of preparing its Finance team for UAT, translating functional issues into actionable requirements, and supporting a controlled transition into production.
The Solution: Venteon’s Infor M3 Finance Enablement Engagement
Venteon Consulting Services deployed an experienced Infor M3 finance consultant to bridge the gap between system configuration and day-to-day financial operations.
The consultant worked directly with business users and the implementation partner to develop testing scenarios, validate system functionality, identify process gaps, and establish repeatable financial procedures.
Key Contributions:
- Finance Process Enablement – Guided users through end-to-end processes across General Ledger, Accounts Payable, Accounts Receivable, Cash Management, Fixed Assets, Cost Accounting, and Inventory Accounting.
- UAT Preparation and Execution – Developed realistic UAT scenarios and supported users as they tested transactions, reviewed results, and validated critical financial workflows.
- Gap Identification and Translation – Documented functional issues and translated business needs into clear, actionable requirements for the implementation partner.
- User Training and Documentation – Delivered hands-on training and created process documentation to improve system understanding, adoption, and long-term consistency.
- Integration Validation – Supported testing of banking, expense management, and third-party integrations to confirm accurate posting, reconciliation, and data flow.
- Go-Live and Hypercare Support – Provided hands-on assistance during go-live, initial stabilization, and the organization’s first month-end close in Infor M3.
The Results
- Enabled the Finance team to confidently participate in UAT and validate critical financial processes.
- Identified and resolved significant system and workflow gaps before go-live.
- Improved user confidence and adoption across Infor M3 finance functionality.
- Established consistent, repeatable processes across core accounting modules.
- Reduced dependence on the implementation partner for daily functional guidance.
- Supported a smoother go-live, stabilization period, and initial month-end close.
- Created a stronger foundation for continued process refinement and system optimization.
Ongoing Partnership
- Following go-live, Venteon continues to support the organization with system stabilization, process refinement, and ongoing optimization.
- This continued partnership helps the client address emerging needs, strengthen financial operations, and maximize the long-term value of its Infor M3 investment.
Why Venteon?
- Infor M3 Finance Expertise – Experienced consultants who understand both ERP functionality and real-world accounting operations.
- Business and Technical Alignment – Clear communication between Finance users, IT leadership, and implementation partners.
- Complete Lifecycle Support – Practical guidance spanning UAT preparation, user training, go-live, hypercare, and ongoing optimization.
Power Your Transformation with Venteon
From UAT readiness and financial process enablement to go-live stabilization and long-term optimization, Venteon Consulting Services helps organizations build confidence, strengthen adoption, and achieve greater value from their ERP investments.
Let’s build what’s next, together.
📞 248.269.0000 | 🌐 www.venteon.com