0
Overview of User Acceptance
                Testing (UAT) for
             Business Analysts (BAs)
                    A 6...
Housekeeping

    • For best results, close other programs running on
      your desktop
    • To ask a question during th...
Today’s Objectives

• Part 1: Describe the benefits of effective UAT

• Part 2: Describe the role, activities and
  delive...
Part 1

    Benefits of User Acceptance Testing


Which software development lifecycle do you use on your projects?
What is User Acceptance Testing (UAT)?



           It’s a form of testing to verify the system
            can support d...
The Goal of User Acceptance Testing



                Requirements   Implements   System




                            ...
The Defect Discovery Process

• Developers create systems                         Design Models
  based on requirements   ...
Where Does UAT Fit In?


                    1              2                 3                 4                  5      ...
The Testing “V” Model


                                                     Input into                               Rele...
Why is UAT Important?


• Verifies the business/client gets what they paid for

• Confirms the system meets its requiremen...
Some Common Testing Problems


• Poorly defined requirements

• Late testing activities

• Testing is not treated as an en...
The Cost Multiplier




       If a defect is found        The cost to fix that
       in…                         defect ...
Late Defect Identification

• Traditional testing approaches result in defect
  discovery too late in the process; resulti...
Benefits of User Acceptance Testing

• Confirms the system meets the needs of the
  business
• Provides the business with ...
Part 2

   The Role, Activities, and Deliverables
   of the Business Analyst during UAT

What is the level of formality yo...
The Business Analyst


• Why do Business Analysts make good UAT testers?
  Because they...
  – are independent from the de...
Traits of a Good UAT Tester

• Background                          • Independence
   – Experience of user operations      ...
Tasks of a UAT Tester


        Analyze Business       • Review business requirements and understand their
1              ...
Documents Used by the Business Analyst


                                                                          Analyze...
Documents Created by the Business Analyst


    Define the Test
         Plan

          Create Test
            Cases


 ...
What is a UAT Test Plan?



         Documents the strategy that will be
          used to verify and ensure an
       app...
Example - UAT Test Plan Template


 Contains a summary of:
 • Strategy
 • Test scenarios
 • Environment set-up
 • Schedule...
What is a UAT Test Case?


               Identifies a sequence of steps to
               test the correct behavior of an...
Example –UAT Test Case Template

 Test
 Case
Header

 Column
Headings

  Test
 Steps




                                 ...
What is a UAT Defect Log?


                 A document for capturing and
                reporting defects identified
   ...
Example - UAT Defect Log Template




Have you used any automated tools to help capture defects?
                         ...
What are the deliverables used for UAT?


    Used by the UAT Tester              Created by the UAT Tester

•   Project C...
Part 3

  Transform a Use Case into UAT Test
  Documents

      Do you use Use Cases on your project?
What is a Use Case?

          Defines a goal-oriented set of
           interactions between external
         actors and...
Mapping a Use Case to UAT Documents

 Read each section of the Use Case (intent, pre & post
 conditions, and flow sequenc...
Example: Use Case to UAT Test Case
Mapping
UAT Scenario: Search for Application
Primary Test Case: Search by Phone #
Secon...
Convert Use Case Steps into Test Case
Steps
Test Scenario Name: Lookup New Applicant

Objective: To determine that the sys...
Business Process Models

 Business Process Models can also be used to define one
 or more UAT test scenarios
   – Look fo...
BPM to UAT Test Case Mapping


UAT Test: Process
a New Insurance
Quote
Receive Quote
Determine Eligibility




           ...
Thank you for attending this Webinar!



                      Questions?




                DEVELOPMENTOR
              ...
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Transcript of "Overview of User Acceptance Testing (UAT) for Business ..."

  1. 1. Overview of User Acceptance Testing (UAT) for Business Analysts (BAs) A 60-minute webinar Thursday, March 18, 2010 Presented by: Vince Bordo,
  2. 2. Housekeeping • For best results, close other programs running on your desktop • To ask a question during the session, use chat to send a message to the host • You will be asked to interact throughout the session, using chat, polling, and status icons Please tell us where you are located and what time is it there? 2
  3. 3. Today’s Objectives • Part 1: Describe the benefits of effective UAT • Part 2: Describe the role, activities and deliverables of the BA during UAT • Part 3: Transform a Use Case into UAT Test documents 3
  4. 4. Part 1 Benefits of User Acceptance Testing Which software development lifecycle do you use on your projects?
  5. 5. What is User Acceptance Testing (UAT)? It’s a form of testing to verify the system can support day-to-day business and user scenarios to validate rules, various workflows, data correctness, and overall fit for use and ensure the system is sufficient and correct for business usage Source: How much experience do you have with UAT? 5
  6. 6. The Goal of User Acceptance Testing Requirements Implements System UAT Test • Given business requirements, we build systems that implement them • UAT Tests are derived from these requirements • UAT confirms we have confidence that the system satisfies the requirements 6
  7. 7. The Defect Discovery Process • Developers create systems Design Models based on requirements APIs • Errors often occur in the Requirements development process Test Scripts • UAT Testers create tests to Experience verify the system’s behavior is consistent with the Developer Implementation requirements • Testing is performed to detect System defects and confirm usability of Error the system UAT Tester Test Revealing Failure Development Mechanism 7
  8. 8. Where Does UAT Fit In? 1 2 3 4 5 6 Requirements Initiation Design Coding Testing Production Analysis The work for User Acceptance Testing is performed here Where is the work for UAT performed in this Software Development Lifecycle? • The work associated with UAT begins while requirements are written and continues through the final stage of testing before the client/user accepts the new system 8
  9. 9. The Testing “V” Model Input into Release Business Case Testing User Requirements Input into Acceptance Testing System Input into System Specification Testing Input into Integration System Design Testing Component Unit Test Design UAT planning should begin soon after requirements have been defined Coding 9
  10. 10. Why is UAT Important? • Verifies the business/client gets what they paid for • Confirms the system meets its requirements – Error free – Support the business that depends on it • Find and fix problems as soon as possible – Problems are more costly to fix the later they are discovered 10
  11. 11. Some Common Testing Problems • Poorly defined requirements • Late testing activities • Testing is not treated as an engineering activity • Late defect identification How much more expensive would it be to fix a problem in production versus finding and fixing the same problem in the requirements phase? 11
  12. 12. The Cost Multiplier If a defect is found The cost to fix that in… defect is… Requirements Analysis $1 Design $7 Implementation/Testing $40 Production $100 Pay a little now…or a lot later! 12
  13. 13. Late Defect Identification • Traditional testing approaches result in defect discovery too late in the process; resulting in significant rework • Finding and fixing defects early produces cost savings 13
  14. 14. Benefits of User Acceptance Testing • Confirms the system meets the needs of the business • Provides the business with hands-on demonstration prior to acceptance • Tests the system with “real-world” scenarios and data • Find defects earlier, instead of later UAT List one benefit of User Acceptance Testing? 14
  15. 15. Part 2 The Role, Activities, and Deliverables of the Business Analyst during UAT What is the level of formality your company uses during UAT?
  16. 16. The Business Analyst • Why do Business Analysts make good UAT testers? Because they... – are independent from the developers; therefore more objective – understand the business requirements, and can prepare tests and test data, which are realistic – better define the context in which the system will be used and better assess its fit for purpose – have a vested interest in ensuring the system is of high quality – are motivated to perform rigorous testing Name one additional trait of a good UAT Tester? Business Analyst 16
  17. 17. Traits of a Good UAT Tester • Background • Independence – Experience of user operations – Not involved in user – Not involved in the overall IT specifications project – Has an independent reporting – Experience in the use of IT structure facilities – Self starter – Respected as an independent thinker • Attitude – Lateral thinker • Skill – Optimistic/pessimistic thinker – Good communicator – Tenacious – Avoids politics – Analytical – Fence sitter – Expects the system to fail 17
  18. 18. Tasks of a UAT Tester Analyze Business • Review business requirements and understand their 1 relationship to business needs Requirements • Describe UAT scenarios that will be used to verify the system 2 Identify UAT Scenarios meets the business requirements • Identify the test scenarios, sequence, high-level data, and 3 Define the Test Plan approach to conduct the UAT • Document the steps (i.e., actions), specific data, and 4 Create Test Cases expected results for each test • Execute the test cases and document the outcome of the 5 Run the Tests tests 6 Record the Results • Document any problems encountered during the tests 7 Confirm Business • Sign-off each test verifying the system meets the stated Objectives are Met acceptance criteria 18
  19. 19. Documents Used by the Business Analyst Analyze Business Requirements Business Use Identify UAT Project Scenarios Case Charter Business Process Flow Input Context Other Vendor’s Diagram Deliverables Business Requirements Testing Business Analyst Document (BRD) Guidelines System And Techniques Requirements Specification (SRS) 19
  20. 20. Documents Created by the Business Analyst Define the Test Plan Create Test Cases Run the Tests Record the Results UAT Test Plan Output UAT Test Case Business Analyst Defect Log 20
  21. 21. What is a UAT Test Plan? Documents the strategy that will be used to verify and ensure an application meets its requirements to the business Source: 21
  22. 22. Example - UAT Test Plan Template Contains a summary of: • Strategy • Test scenarios • Environment set-up • Schedule and resources • Defect tracking approach Do you think a UAT Test Plan is useful? 22
  23. 23. What is a UAT Test Case? Identifies a sequence of steps to test the correct behavior of an application for a specific scenario objective. Source: Additional information included in the test case are: •Test Case Description •Priority •Execution steps and expected results •Related requirement(s) •Execution Status (pass or fail) •Tester’s Name 23
  24. 24. Example –UAT Test Case Template Test Case Header Column Headings Test Steps 24
  25. 25. What is a UAT Defect Log? A document for capturing and reporting defects identified during UAT Source: Additional information included in the Defect Log are: •Severity (eg., High, Med, Low) •Status (eg., Open, Closed, Defered) •Date Reported/Fixed •Problem Description 25
  26. 26. Example - UAT Defect Log Template Have you used any automated tools to help capture defects? 26
  27. 27. What are the deliverables used for UAT? Used by the UAT Tester Created by the UAT Tester • Project Charter • UAT Test Plan • Context Diagram • UAT Test Cases • Business Process Models • UAT Defect Log • Use Cases • Business Requirements Document • System Requirements Specification • Testing Guidelines Write down one document used or created by the UAT tester? 27
  28. 28. Part 3 Transform a Use Case into UAT Test Documents Do you use Use Cases on your project?
  29. 29. What is a Use Case? Defines a goal-oriented set of interactions between external actors and the system Source: Information included in a Use Case Specification: •Use Case Name •Intent •Actors •Pre- and post-conditions •Main success scenario •Alternate and exceptions scenarios 29
  30. 30. Mapping a Use Case to UAT Documents  Read each section of the Use Case (intent, pre & post conditions, and flow sequence) Use Case UAT Documents Use Case Name UAT Test Plan UAT Test Plan Main Flow Primary Test Case Alternate Flows Other Test Cases Use Case Use Case Steps Test Steps UAT Test Case  Use Cases (when properly written) are easily converted into UAT test documents 30
  31. 31. Example: Use Case to UAT Test Case Mapping UAT Scenario: Search for Application Primary Test Case: Search by Phone # Secondary Test Case: Search by Ref. # Note: Use Case narratives can transform easily into UAT Test cases, therefore they are the preferred method for writing “functional” business requirements 31
  32. 32. Convert Use Case Steps into Test Case Steps Test Scenario Name: Lookup New Applicant Objective: To determine that the system processes a new applicant correctly Test Test Test Description Step # Execution Steps Expected Result Test Data Case Case ID Name To ensure the system 1 Navigate to New System displays a blank Name = John W. New Smith responds correctly for Customer application form showing applicant a new customer Application Form only the customer name and SSN = TC1 applies SSN fields 111-22-3333 for a new Preconditions: User policy is logged in 2 Enter customer’s System searches for SSN, last name, first and not finding a match, name, and SSN displays empty address fields, and prompts for address information 3 Enter customer’s System saves information Address = 123 E. Main Street, address , phone, and displays auto policy set- Anytown, CO etc. and save up form Phone (609) 123- information 4567 What other BA deliverables can be used to create a UAT Test Case? 32
  33. 33. Business Process Models  Business Process Models can also be used to define one or more UAT test scenarios – Look for logical breakpoints – Consider the “happy” path as one scenario – Alternate flows will become other scenarios  Business Process Models can also be partitioned into separate UAT scenarios (when appropriate) 33
  34. 34. BPM to UAT Test Case Mapping UAT Test: Process a New Insurance Quote Receive Quote Determine Eligibility 34
  35. 35. Thank you for attending this Webinar! Questions? DEVELOPMENTOR DEVELOPING PEOPLE WHO DEVELOP SOFTWARE Vincent J. Bordo SENIOR CONSULTANT/INSTRUCTOR 609 330 0303 cell 509 693 5810 fax vbordo@develop.com 35
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