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The Redistribution of Testing: Where to 
Innovate and What to Renovate 
Paul Gerrard, Gerrard Consulting 
www.eurostarconferences.com 
@esconfs 
#esconfs
The Redistribution of Testing: 
Where to Innovate and What to Renovate 
Paul Gerrard 
paul@gerrardconsulting.com 
Twitter: @paul_gerrard 
Web: gerrardconsulting.com
Theme: If testing is 
being redistributed, 
what do we need to 
re-invent?
(Why) is a re-think 
required?
The Redistribution of Testing 
• At Eurostar 2011 in Manchester some people were 
saying testing as we know it is dead or dying 
• We think that testing isn’t dying… 
– It’s being “redistributed” 
– There will be significant upheaval for many people 
• There are pressures outside testing that will force 
these changes upon us 
• If you aren’t ready to change, you might have to look 
for a different job: 
– Some doors are closing. (That might be a good thing) 
– But other doors are beginning to open  
Intelligent Testing, Improvement and Assurance Slide 5
The new testing squeeze 
• Developers adopting test-first, 
unit-testing, continuous 
integration 
• Stable software, sooner? Good! 
• But are fewer system and 
acceptance testers needed? 
• Larger projects treat testing as 
a standard, factory process 
• Certification promotes this 
• Certified testers are a commodity 
• “Anyone can test” attitude prevails 
• Offshored testing puts unskilled 
certified testers out of a job 
• Some Agile projects squeeze 
testers out 
• Testers as ‘eyes and ears’ of 
product owners? 
• Is it testing? Can testers cope? 
• Is Agile testing test assurance in 
the small? 
• A different set of skills are required 
Intelligent Testing, Improvement and Assurance Slide 6
A methodological shift… 
1990s 2000s 2010s 
Waterfall Agile Continuous 
• A methodological shift from staged to iterative 
and now ‘continuous’ 
• Just as we get used to Agile, we now need to 
consider continuous ‘Specification by Example’ 
(SbE) approaches (also see TDD, ATDD, BDD) 
• SbE promotes a continual process of specification, 
exampling, test-first, and continuous integration 
• Where does the tester fit? 
Intelligent Testing, Improvement and Assurance Slide 7
Specification by example 
• SbE promises much: 
– Consistent requirements, stories/examples tests and 
code for the lifetime of a product 
– Extremely rapid end-to-end turnaround – 24hours? 
– Continuous Integration is the heartbeat, life-support 
and early warning system 
• Of course, workflow, user experience and end-to- 
end testing are still required 
• But these can be managed by business analysts, 
UX experts and the stakeholder community. 
Intelligent Testing, Improvement and Assurance Slide 8
The testing ‘crunch’ 
• Test teams are being pushed… 
– From the ‘low-value’ norm of unskilled teams… 
– To upstream, business-savvy, workflow-oriented, 
UX-aware testing experts, with new tools 
• There is a blurring and maybe merging of roles: 
– BAs who can test… or testers who can BA? 
• How many of the current generation of testers 
and test managers will cope with this change? 
Intelligent Testing, Improvement and Assurance Slide 9
Predictions 
three 
four 
Two? 
For the next five years 
For an article setting out my reasons and thinking: 
http://gerrardconsulting.com/index.php?q=node/602
Predictions 1 
1. Half of the current onshore testing community 
will see their job disappear 
2. Business test planning will become part of up-front 
analysis and design (where it should be) 
3. Functional unit testing driven by stories (mostly); 
Structural testing defined by developers 
4. Requirements and business models will become 
‘executable’ through stories and examples 
5. Some system tests and most acceptance tests 
increasingly business model-driven 
Intelligent Testing, Improvement and Assurance Slide 11
Predictions 2 
6. Business models plus stories and examples will 
increasingly be ‘contractual’ 
7. System Test detailing – the creation of 
executable manual tests will be outsourced 
8. Manual system test execution will be 
outsourced (and in the cloud) 
9. Maybe half of all acceptance tests will be 
automated in CI…forever 
10.New tools will emerge that manage 
requirements, stories, scenarios, workflows, 
prototyping and testing 
Intelligent Testing, Improvement and Assurance Slide 12
Where to Innovate and 
What to Renovate
A goal network (aka results chain or 
logic model) 
GOAL RISK 
Slide 14 
Every project has a network 
of dependent interim and 
ultimate goals threatened by 
risks 
Your strategy will identify 
the test activities that will 
measure goal achievement 
and evidence these risks 
The ultimate 
business goal
Test activities overlay the goal network 
(not all goals in scope) 
GOAL RISK 
Slide 15 
Test 
Phase/Activity
Test strategy and requirements 
validation are part of analysis 
• More emphasis on 
business test analysis 
• Test strategy is a key 
part of business analysis 
• Business model includes 
stories, scenarios and 
process workflows 
• Continuous delivery 
depends on trusted 
requirements 
• Advocate test as BOTH 
goal and risk based 
• We address risk AND 
measures achievement 
• Work closer with BAs 
or even become one 
• Requirements validation 
is part of analysis 
(DeFOSPAM) 
Intelligent Testing, Improvement and Assurance Slide 16
Let go of feature testing (checking) 
• Features checking is 
better done by 
developers with tools 
• Developers lose their 
safety net, but take on 
responsibility for their 
share of finding bugs 
• Scrap incident reporting 
(bugs fixed the same 
day that they are found) 
• Example and validate 
requirements with good 
stories and scenarios 
• System ‘feature’ tests 
shift from checking to 
exploratory 
• System business tests 
use business scenarios 
plus workflows, e2e 
Intelligent Testing, Improvement and Assurance Slide 17
From traditional delivery… 
… to Continuous Delivery 
Intelligent Testing, Improvement and Assurance Slide 18
The Deployment Pipeline 
• Automated Unit 
tests 
• Automated 
Acceptance Tests 
• Manual User Tests 
Intelligent Testing, Improvement and Assurance Slide 19
Structured  Agile  Continuous 
We are in transition 
• Developers are adopting new architectures and a more 
streamlined approach to development 
• Requirements half-life of weeks or months 
• Agile evolving towards continuous delivery 
• Kanban-Ichiwichi-Hokikoki-Kamikaze-Driven 
Development – Whatever! 
• A hybrid Agile-Structured process: 
– Structured Analysis, Agile Delivery? 
– That would be SAAD 
• Continuous delivery -»-» ‘executable specifications’ 
Intelligent Testing, Improvement and Assurance Slide 20
Continuous delivery requires 
continuous testing and new skills 
• Re-distributed 
functional testing 
• A focus on continuous 
test and assurance 
• Service integration 
replaces system 
integration 
• (Many) acceptance tests 
automated for all time 
• Non-functional skills - 
UX, security, privacy, 
performance are in 
demand (always was) 
• Balancing competing 
non-functional 
requirements 
• User tests focus on 
changes, reconciliation; 
less focus on e2e. 
Intelligent Testing, Improvement and Assurance Slide 21
Test management shifting to 
supplier management 
• Unskilled, onshore test 
teams are being 
outsourced, offshored 
• Trusted requirements 
can be contractual 
• Scripting tests from 
trusted requirements is 
largely mechanical – so 
outsource it 
• Scripted test execution, 
automated or manual is 
outsourced too 
• Role of test manager is 
shifting: 
– Managing supplier 
relationships, not teams 
– Managing responsibilities 
and information, not test 
assets 
Intelligent Testing, Improvement and Assurance Slide 22
Test management shifting to 
project intelligence management 
• Testing is not a phase, 
it’s a continuous service 
• Testing delivers data, 
information, intelligence 
• Testing provides data on 
what the business cares 
about: 
– Achievement 
– Risk 
– Coverage (confidence) 
• Testers in a technical 
bubble need to look 
towards the business 
• Testing measures both 
technical and business 
achievement 
• Test management shifts 
to project intelligence 
management. 
Intelligent Testing, Improvement and Assurance Slide 23
What about tools? 
• Traditional toolsets support 1970s thinking: 
– Staged/waterfall 
– Testers and testing separated from the rest of project 
– Mostly manual, scripted testing 
– Tabular & test case-based (Excel works fine. Still!) 
• Existing tools focus on test as a purely technical, 
internal activity dominated by software testing as 
defined in the certification schemes (70s thinking) 
• It’s hard to see how these tools can evolve. 
Intelligent Testing, Improvement and Assurance Slide 24
Tools: closer to stakeholders 
• Stakeholder management: identification, responsibility, 
commitment, expectations 
• Business modelling: processes, collaboration, workflows 
• Goal, results and benefits realisation management 
• Risk identification, assessment, risk response 
• Requirements elicitation, analysis and validation 
• Dictionary-based impact analysis, traceability, test 
coverage and reporting 
• Test support: from clerical record-keeping towards 
knowledge management, modelling and test design. 
Intelligent Testing, Improvement and Assurance Slide 25
Tools: project instrumentation and 
reports against business models 
• The business model, stories and scenarios drive 
automated checking (ATDD, BDD, SbE etc.) 
• Automated checking will includes callbacks to report 
test status to provide continuous feedback 
• Manual, scripted tests might run as cycles, but test 
status feedback is continuous, not monthly/quarterly 
• Manual exploratory test logging adds “colour” to the 
stark, black and white status of automated checking 
• Test status and coverage reporting by goal, by risk, by 
process, by stakeholder, by user role, business concept 
– on demand. 
Intelligent Testing, Improvement and Assurance Slide 26
Summary
Redistribute testing; reinvent your 
role – your choices as test lead 
1. Managing/monitoring outsourced/offshore resources 
who detail and execute tests 
2. Move upstream with stakeholders and analysis 
– Providing testing and assurance skills to business 
3. Managing the Business Model knowledge base; 
– Analysing business impact of change 
4. Provide an assurance function to teams, projects, and 
business stakeholders; be the “TESTMASTER” 
5. Manage the project information flows to/from 
development teams and the CI/test process. 
Intelligent Testing, Improvement and Assurance Slide 28
The phase after development is 
REWORK, not Testing 
• Managers might never name this phase 
correctly – it exposes them to the truth 
• Testing must align with project activity and 
development, not follow it 
• We have to move away from the siege 
mentality of ‘independent testing’ 
• Testers must let go of the test phase, embrace 
the change, not resist it 
• Make that leap. 
Intelligent Testing, Improvement and Assurance Slide 29
Thank-You 
check out businessstorymanager.com 
to see how we support these ideas 
with technology.
The Redistribution of Testing: 
Where to Innovate and What to Renovate 
Paul Gerrard 
paul@gerrardconsulting.com 
Twitter: @paul_gerrard 
Web: gerrardconsulting.com

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Paul Gerrard - The Redistribution of Testing – Where to Innovate and What to Renovate - EuroSTAR 2012

  • 1. The Redistribution of Testing: Where to Innovate and What to Renovate Paul Gerrard, Gerrard Consulting www.eurostarconferences.com @esconfs #esconfs
  • 2. The Redistribution of Testing: Where to Innovate and What to Renovate Paul Gerrard paul@gerrardconsulting.com Twitter: @paul_gerrard Web: gerrardconsulting.com
  • 3. Theme: If testing is being redistributed, what do we need to re-invent?
  • 4. (Why) is a re-think required?
  • 5. The Redistribution of Testing • At Eurostar 2011 in Manchester some people were saying testing as we know it is dead or dying • We think that testing isn’t dying… – It’s being “redistributed” – There will be significant upheaval for many people • There are pressures outside testing that will force these changes upon us • If you aren’t ready to change, you might have to look for a different job: – Some doors are closing. (That might be a good thing) – But other doors are beginning to open  Intelligent Testing, Improvement and Assurance Slide 5
  • 6. The new testing squeeze • Developers adopting test-first, unit-testing, continuous integration • Stable software, sooner? Good! • But are fewer system and acceptance testers needed? • Larger projects treat testing as a standard, factory process • Certification promotes this • Certified testers are a commodity • “Anyone can test” attitude prevails • Offshored testing puts unskilled certified testers out of a job • Some Agile projects squeeze testers out • Testers as ‘eyes and ears’ of product owners? • Is it testing? Can testers cope? • Is Agile testing test assurance in the small? • A different set of skills are required Intelligent Testing, Improvement and Assurance Slide 6
  • 7. A methodological shift… 1990s 2000s 2010s Waterfall Agile Continuous • A methodological shift from staged to iterative and now ‘continuous’ • Just as we get used to Agile, we now need to consider continuous ‘Specification by Example’ (SbE) approaches (also see TDD, ATDD, BDD) • SbE promotes a continual process of specification, exampling, test-first, and continuous integration • Where does the tester fit? Intelligent Testing, Improvement and Assurance Slide 7
  • 8. Specification by example • SbE promises much: – Consistent requirements, stories/examples tests and code for the lifetime of a product – Extremely rapid end-to-end turnaround – 24hours? – Continuous Integration is the heartbeat, life-support and early warning system • Of course, workflow, user experience and end-to- end testing are still required • But these can be managed by business analysts, UX experts and the stakeholder community. Intelligent Testing, Improvement and Assurance Slide 8
  • 9. The testing ‘crunch’ • Test teams are being pushed… – From the ‘low-value’ norm of unskilled teams… – To upstream, business-savvy, workflow-oriented, UX-aware testing experts, with new tools • There is a blurring and maybe merging of roles: – BAs who can test… or testers who can BA? • How many of the current generation of testers and test managers will cope with this change? Intelligent Testing, Improvement and Assurance Slide 9
  • 10. Predictions three four Two? For the next five years For an article setting out my reasons and thinking: http://gerrardconsulting.com/index.php?q=node/602
  • 11. Predictions 1 1. Half of the current onshore testing community will see their job disappear 2. Business test planning will become part of up-front analysis and design (where it should be) 3. Functional unit testing driven by stories (mostly); Structural testing defined by developers 4. Requirements and business models will become ‘executable’ through stories and examples 5. Some system tests and most acceptance tests increasingly business model-driven Intelligent Testing, Improvement and Assurance Slide 11
  • 12. Predictions 2 6. Business models plus stories and examples will increasingly be ‘contractual’ 7. System Test detailing – the creation of executable manual tests will be outsourced 8. Manual system test execution will be outsourced (and in the cloud) 9. Maybe half of all acceptance tests will be automated in CI…forever 10.New tools will emerge that manage requirements, stories, scenarios, workflows, prototyping and testing Intelligent Testing, Improvement and Assurance Slide 12
  • 13. Where to Innovate and What to Renovate
  • 14. A goal network (aka results chain or logic model) GOAL RISK Slide 14 Every project has a network of dependent interim and ultimate goals threatened by risks Your strategy will identify the test activities that will measure goal achievement and evidence these risks The ultimate business goal
  • 15. Test activities overlay the goal network (not all goals in scope) GOAL RISK Slide 15 Test Phase/Activity
  • 16. Test strategy and requirements validation are part of analysis • More emphasis on business test analysis • Test strategy is a key part of business analysis • Business model includes stories, scenarios and process workflows • Continuous delivery depends on trusted requirements • Advocate test as BOTH goal and risk based • We address risk AND measures achievement • Work closer with BAs or even become one • Requirements validation is part of analysis (DeFOSPAM) Intelligent Testing, Improvement and Assurance Slide 16
  • 17. Let go of feature testing (checking) • Features checking is better done by developers with tools • Developers lose their safety net, but take on responsibility for their share of finding bugs • Scrap incident reporting (bugs fixed the same day that they are found) • Example and validate requirements with good stories and scenarios • System ‘feature’ tests shift from checking to exploratory • System business tests use business scenarios plus workflows, e2e Intelligent Testing, Improvement and Assurance Slide 17
  • 18. From traditional delivery… … to Continuous Delivery Intelligent Testing, Improvement and Assurance Slide 18
  • 19. The Deployment Pipeline • Automated Unit tests • Automated Acceptance Tests • Manual User Tests Intelligent Testing, Improvement and Assurance Slide 19
  • 20. Structured  Agile  Continuous We are in transition • Developers are adopting new architectures and a more streamlined approach to development • Requirements half-life of weeks or months • Agile evolving towards continuous delivery • Kanban-Ichiwichi-Hokikoki-Kamikaze-Driven Development – Whatever! • A hybrid Agile-Structured process: – Structured Analysis, Agile Delivery? – That would be SAAD • Continuous delivery -»-» ‘executable specifications’ Intelligent Testing, Improvement and Assurance Slide 20
  • 21. Continuous delivery requires continuous testing and new skills • Re-distributed functional testing • A focus on continuous test and assurance • Service integration replaces system integration • (Many) acceptance tests automated for all time • Non-functional skills - UX, security, privacy, performance are in demand (always was) • Balancing competing non-functional requirements • User tests focus on changes, reconciliation; less focus on e2e. Intelligent Testing, Improvement and Assurance Slide 21
  • 22. Test management shifting to supplier management • Unskilled, onshore test teams are being outsourced, offshored • Trusted requirements can be contractual • Scripting tests from trusted requirements is largely mechanical – so outsource it • Scripted test execution, automated or manual is outsourced too • Role of test manager is shifting: – Managing supplier relationships, not teams – Managing responsibilities and information, not test assets Intelligent Testing, Improvement and Assurance Slide 22
  • 23. Test management shifting to project intelligence management • Testing is not a phase, it’s a continuous service • Testing delivers data, information, intelligence • Testing provides data on what the business cares about: – Achievement – Risk – Coverage (confidence) • Testers in a technical bubble need to look towards the business • Testing measures both technical and business achievement • Test management shifts to project intelligence management. Intelligent Testing, Improvement and Assurance Slide 23
  • 24. What about tools? • Traditional toolsets support 1970s thinking: – Staged/waterfall – Testers and testing separated from the rest of project – Mostly manual, scripted testing – Tabular & test case-based (Excel works fine. Still!) • Existing tools focus on test as a purely technical, internal activity dominated by software testing as defined in the certification schemes (70s thinking) • It’s hard to see how these tools can evolve. Intelligent Testing, Improvement and Assurance Slide 24
  • 25. Tools: closer to stakeholders • Stakeholder management: identification, responsibility, commitment, expectations • Business modelling: processes, collaboration, workflows • Goal, results and benefits realisation management • Risk identification, assessment, risk response • Requirements elicitation, analysis and validation • Dictionary-based impact analysis, traceability, test coverage and reporting • Test support: from clerical record-keeping towards knowledge management, modelling and test design. Intelligent Testing, Improvement and Assurance Slide 25
  • 26. Tools: project instrumentation and reports against business models • The business model, stories and scenarios drive automated checking (ATDD, BDD, SbE etc.) • Automated checking will includes callbacks to report test status to provide continuous feedback • Manual, scripted tests might run as cycles, but test status feedback is continuous, not monthly/quarterly • Manual exploratory test logging adds “colour” to the stark, black and white status of automated checking • Test status and coverage reporting by goal, by risk, by process, by stakeholder, by user role, business concept – on demand. Intelligent Testing, Improvement and Assurance Slide 26
  • 28. Redistribute testing; reinvent your role – your choices as test lead 1. Managing/monitoring outsourced/offshore resources who detail and execute tests 2. Move upstream with stakeholders and analysis – Providing testing and assurance skills to business 3. Managing the Business Model knowledge base; – Analysing business impact of change 4. Provide an assurance function to teams, projects, and business stakeholders; be the “TESTMASTER” 5. Manage the project information flows to/from development teams and the CI/test process. Intelligent Testing, Improvement and Assurance Slide 28
  • 29. The phase after development is REWORK, not Testing • Managers might never name this phase correctly – it exposes them to the truth • Testing must align with project activity and development, not follow it • We have to move away from the siege mentality of ‘independent testing’ • Testers must let go of the test phase, embrace the change, not resist it • Make that leap. Intelligent Testing, Improvement and Assurance Slide 29
  • 30. Thank-You check out businessstorymanager.com to see how we support these ideas with technology.
  • 31. The Redistribution of Testing: Where to Innovate and What to Renovate Paul Gerrard paul@gerrardconsulting.com Twitter: @paul_gerrard Web: gerrardconsulting.com