The Conference That Doesn't Exist
This week I planned a three-day conference that will never happen.
It has a load-in day, keynotes, breakout rooms, sponsors, exhibitors, a venue contract, a catering deposit and a pile of vendor paperwork to chase. None of it is real. Every company, speaker and vendor in it is made up. Every phone number sits in a range reserved for fiction, and every email address for people who shouldn't log in points at a domain that never delivers.
It's one of the more useful things we built all week. I want to walk you through why, because the idea behind it works for any business rolling out new software, whether that's a custom app, an automation, or an off-the-shelf tool you're finally setting up properly.
Why we built a fake event
We're building an event management app for an event planning agency. Over the last few weeks we've added a lot of connected pieces: one shared contacts list for clients, vendors and team, a portal where clients and vendors log in to see their own tasks, document requests like insurance certificates and W-9s, budget templates, a schedule with saved views you can print, and grouped reminder emails that replace the old one-email-per-task flood.
Each of those worked when I clicked through it on its own. But that's not how anyone will use it. A real event is a few hundred small things that depend on each other. A vendor gets added, a contract gets signed, a deposit comes due, a reminder goes out, someone uploads a document, a task closes. If one link in that chain is off, you don't find out on the day you built it. You find out three weeks later.
So instead of asking our client to test pieces one at a time, I told them light use was fine for now and that I'd rather they test once everything works together. Then we wrote a full test scenario: a made-up conference, built inside their real account so it sits next to real projects, with a week-by-week calendar of what to check and when.
The problem with clicking around
Most testing I see in small businesses looks like this: someone sets up the new tool, clicks every button once, sees that nothing explodes, and calls it done. I get it. It's fast and it feels thorough.
The trouble is that software rarely breaks when you click a button. It breaks on a random Tuesday when a date rolls over, a payment is due, and the reminder goes to the wrong person, or to nobody. Clicking around tests the screens. It doesn't test time, and it doesn't test the hand-offs between people and systems.
A dry run with real dates does both. Here are the three things we leaned on this week, with what you can try in your own business.
1. Let the calendar do the testing
The fake conference runs on real dates in mid-November. That means tasks, payments and reminders come due on actual days between now and Thanksgiving. We don't have to simulate "30 days before the event." It just shows up.
We also set some dates up on purpose to hit edge cases:
- A payment due exactly 30 days out, right on the line where reminder rules kick in
- A task that's past due the moment it's saved
- An event that runs past midnight
- A payment with no due date at all
Those are the exact situations real users run into, and they're hard to reproduce by clicking. When the grouped reminder emails go out (an end-of-day summary of new and soon-due tasks, a Monday roundup of anything past due, and instant emails for @mentions), we'll see whether the right items land in the right email on the right day.
Try this: Before you roll out a new tool, set up one fake job, order or project with real dates spread over the next four to six weeks. Put a few on purpose at the awkward spots: due today, due on a weekend, no due date. Then put a reminder on your own calendar to check what the system did as each date arrives.
2. Point it at yourself first
Automations that talk to people are the ones that make you nervous, and they should. An email that goes to the wrong customer, or goes out twice, is hard to take back.
This week, for a construction services client, we turned on automatic past-due payment reminders. But we turned them on in testing mode. For now, every reminder goes only to their accounting lead and me. Nothing reaches their customers. We read each email for accuracy, check the dates and details against their records, and only then flip the switch for real.
The fake conference uses the same idea. Anyone in the scenario who should never get an email uses a reserved address that can't deliver. Anyone who should log in gets a plus-address that lands in my inbox or my teammate's, so we see exactly what a client or vendor would see. And if the app ever treats two plus-addresses as one person, that's a finding too.
Try this: For any automation that emails, texts or notifies people, run it for a week where you're the only recipient. Most tools let you swap the recipient for your own address, or use a test list. Read every message as if you were the customer. You'll catch the wrong name, the broken link, and the reminder that shows up at 2 AM.
3. Check the other end of the sync
The last one is small, but it's saved us more than once.
That same construction services client can now edit invoices directly in their app after they're created, and the changes sync to QuickBooks. On our side, everything said it worked. I still asked their accounting lead to make an edit and then go look in QuickBooks to confirm it came through.
Here's why. When data moves from one system to another, the sending side almost always thinks it did its job. It sent the update, it got no error, it moved on. Whether the update actually landed, landed on the right record, and landed with the right details is a separate question that only the receiving side can answer.
Try this: Whenever you set up a sync between two tools, whether it's a form into your CRM, a CRM into your accounting software, or an app into a spreadsheet, check the result where it lands, not where it left. Do it once on day one, and again after the first real week of use.
How to plan your own dry run
You don't need a custom app or a developer to do this. Here's a simple version you can set up in an afternoon:
- Pick one realistic scenario. A typical job, client onboarding, or order. Not the simplest one, a normal one.
- Make it fake but realistic. Invented names, test email addresses you control, real dates over the next month.
- Plant a few edge cases. Something due today, something with no date, something that crosses a weekend or midnight.
- Write down what should happen. One line per step: "Expect: reminder goes to the client two days before." If it doesn't happen that way, that's a finding.
- Put check-ins on your calendar. Each week, look at what the system did. Note what broke, what was confusing, and what wasn't built yet.
It takes a little more time up front. It saves you a lot more than that when it's your customers on the other end.
Test the week, not the features
I keep coming back to this idea: a feature working on its own tells you very little. What you actually want to know is whether the whole thing holds up over a normal week of your business, with real dates, real hand-offs and real people on the receiving end.
So don't just test the features. Test the week.
If you've got a tool or automation you're nervous to turn on, reply and tell me what it is. I'm happy to help you plan a dry run for it. Or if you'd rather talk it through, you can grab 30 minutes with me here: calendly.com/patrick-univium/30min.
Talk soon, Patrick