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Estimator Metrics
A Novel approach for QA estimation


                  Presenter’s
                  AMIT BHARDWAJ
                  Lead, Quality Engineering
                  TekMindz India Pvt. Ltd., Noida
Agenda



  Traditional QA Estimation [ Usually “Guess” Based]

  Probable Hurdles with traditional Approach

  “Estimator”, A novel approach for QA estimation

  Case Study : Implementation on “e-Insurance”, our on going
          project.
Traditional QA Estimation
[ “Guess” Based ]

  Based upon past experience & expertise in technology.
  Based upon development cycle (60%-40%)
  Experience from repeated Production Customization          activities
 QA estimation based upon the above fact is fine! If and only if it is a
 short term, less complex and low priority project.


 A long term project with high priorities and complexities, shouldn't
 be estimated based on the traditional guess based approaches.
Probable Hurdles with the Traditional
Approaches


     Estimation will be done more then once
                                (Inadequate estimation)
     Risk of Client back out
                                (Missing deadlines)
     Financial loss of organizations
     Multiple time estimation will affect Entire Project and
      Business Plan
“Estimator Metrics”
A novel approach for QA estimation
 It’s not rocket science!! Just precisely learn the art of using
 ESTIMATOR !!
 Following are the steps to achieve reliable effort estimation:

 1. Constituent of Test Estimation
                                                       Constituent of         Calculation of
 2. Calculation Mechanism for Impact                  Test Estimation         Impact Factor

    Factor
 3. Assumption for Degree of QA                     Assumption for Deg.
                                                    Of QA activities, Risk   Identification of
    activities, Risk Priorities &                   Priorities & Resultant    QA activities
                                                             factor
    Resultant Factor
 4. Identification of QA activities
                                                         Preface of
 5. Preface of Estimator Metrics                     Estimator Metrics
Step 1: Constituent of QA Estimation

  The seven constituent of estimation has been identified, those having extreme tie with
  estimation activities. It is recommended to review and keep in mind! Before moving
  ahead!

    Approach
   Test process, Test design techniques, Entry & Exit criteria and Test types
   (RBT/SBT)
    Scope                                                                                         Approach

   Functional, Performance, Migration and Localization
                                                                             Client’s zeal
    Prerequisite Info                                                       for Quality
                                                                                                                         Scope

   BRD /SRS/ Use Cases availability.
    H/W & S/W availability (Infrastructure Establishment)                                   Constituent
   Servers, licenses and equipments etc                                                        of QA
    Man Power Efficiency                                                 Risk &
                                                                         Mitigation          Estimation                      Prerequisite
                                                                                                                                 Info
   Domain expertise, Anticipated experience                                Plan

    Risk & Mitigation Plan
   Infrastructure Investment, Documentation, Frequent Change Requests,
                                                                                      Man Power               H/W & S/W
   manpower backup                                                                    Efficiency              availability
    Client’s zeal for Quality
   When to stop testing?? , Will agreed upon Adequate time & resources?
Step 2:
Calculation Mechanism
for Impact factor

                                                             High                8             I
                                          Major
                                                                                               M
                                                           Medium                4             P
                                                                                               A
                                                             Low                 2             C
                         Project
                        Priority
                                                                                               T
                         Onsite
                        Support
                                                             High                4
                                                                                               F
                       Complexity                                                              A
   Impact Element
                        of work           Minor
                                                           Medium                2
                                                                                               C
                                                                                               T
                       Technology
                                                             Low                 1             O
                                                                                               R
                        QA Team


                    Classification of   Degree of        Risk Priority of   Resultant Factor
                    Impact element      Impact element   Impact element
Step 2:
Calculation Mechanism for ..contd.
Classification of Impact element

   A. Classification of Impact Element:
     1. Project Priority :
        Business impact. Security level OR simple e-Learning , Information search
         applications
     2. Complexity of Work : (Based on I/O Functions)                             Project
        Banking/ Insurance /Mobile, and third party transaction                   Priority

        involvement OR simple an employee
        data mgmt , No third party transaction
                                                           Complexity                                      Onsite
                                                            of work                                       Support
     3. Technology : Proven (Completely) OR New                                Classification
                                                                                 of Impact
                                                                                  element

     4. Onsite Support (elective) : Available OR Not

     5. QA Team :
                                                                  Technology                    QA Team
        Has enough professional experience and
        domain as well as technical expertise OR
        having intermediate expertise.
Step 2:
Calculation Mechanism for ..contd.
Degree of Impact Element
  B. Degree of Impact Element
  All right!! Now we have defined the impact elements, furthermore we need to identify
  the valid degree for all the impact elements. (Prepare Standard Check List for the same)

                              Major & Minor
     Note :   Major implies the soaring effort while Minor implies fewer effort .
  1.Project Priority: Critical Business prospect of
  application. Highly Secure application MAJOR                             QA Team

  Simple e-Learning , Info Search App. MINOR                      Onsite
                                                                                     Technology
                                                                 Support

  2.Complexity of Work: Banking/ Insurance
                                                                           Major
  /Mobile, and third party transaction involvement         Project
                                                                            OR            Complexity
                                                           Priority                        of Work
  MAJOR                                                                    Minor
  Simple employee data management , No third
  party transaction involved MINOR
Step 2:
Calculation Mechanism…contd.
Risk Priority of Impact Element
  C. Risk Priority of Impact element
     Now, we need to identify and categorize the risk involved for impact elements.

                                                                                      High
  Risk Definition
  High Risk: (Probability 70-100 %)
  Would require high effort / time to handle the                 Major            Medium

  impact element.
                                                                                      Low
  Medium Risk: (Probability 40-70 %)         Degree of
                                           Impact element
  Would require average effort /                                                      High
  time to handle the impact element.
                                                                 Minor            Medium
  Low Risk: (Probability 0-40 %)
  Discipline within the project is familiar with impact
  element.                                                                            Low
Step 2:
 Calculation Mechanism ..contd.
Resultant Factor representation
  D. Resultant Factor representation (A numeric representation for Risk Priority)

  We opted to start the same with “1” (To avoid decimal calculation conflicts ).
  It is entirely based upon iterative approach started from 1 to achieve the reliable test
  estimation. (Fortunately, we got satisfactory outcome while started with “1” )

  Low resultant factor for Minor degree as ‘1’, which is then subsequently increasing for
  the respective combinations.
Step 2:
 Calculation Mechanism …contd.
Metrics based on Degree of Impact element, Risk Priority & Resultant Factor


     E. Metrics based on Degree of Impact element, Risk Priority & Resultant Factor

     Below table demonstrates standard resultant factor’s for all the impact element
     corresponding to measured (for hypothetical project) degree of impact elements
Step 2:
Calculation Mechanism for Impact factor

   F. Calculation of Impact Factor
     It’s simple, you need to add applicable resultant factor values and divide
     the sum by total number of Impact element i.e. 5.
       Impact factor = [ ∑ Impact Factors / No. impact element ]




                                                Impact factor is calculated as (= 23 / 5) = 4.60

 ***Calculation for Deg. of Impact element, Risk Priorities and
     Resultant Factor is based upon hypothetical project.
Step 3: Assumption for
Degree of QA activities,
Risk Priorities & Resultant Factor

  To calculate Test time Estimation,
  we need to define degree of QA
  activities and corresponding risk
  priority & resultant factors.
Step 4:
Identification of QA activities


      "Quality" refers  to all the good things that we would like to
      see in our product. We build the product by assuring that its
      quality was kept in mind by performing various activities at
      different levels. Core QA activities can be defined as below:
      • High Level Requirements / SRS / Use Case documents review
      • Test Case Designing
      • Test Case Execution / Updation
      • Functional QA (Test Case execution, Regression)

      More QA activities can be defined as per requirement. Available features
      and functionalities can be broken down for respective QA activities.
Step 5: Preface of Estimator Metrics


  Following are the
  available feature /
  functionality in the
  application (assume):

   F1
   F2
   F3

  Features will be broken
  down for the respective
  QA activates.
Case Study: Implementation of Estimator
on actual QA project
Case Study: Initial Guess Based
Estimation Submitted to Client
        Initial Guess Based Estimation
                                          Due to earlier Inadequate Estimation, we
                                          forced to buy extra time from client to
                                          complete the tasks.




                                         First Estimation time = 87 days
                                         forced to buy extra time = 30 days
                                         Total time taken to finish the tasks = 117

                                         QA time estimation for the QA activities using
                                         Estimator = 122
                                         Estimator approach seems
                                         much better then earlier one
                                         !!!
Thank You!

Presenter @ STC 2009:
  AMIT BHARDWAJ
  amitb.qa@gmail.com
 Cell: +91-9818-622-019

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QA Effort Estimation by Estimator Metrics @ STC 2009

  • 1. Estimator Metrics A Novel approach for QA estimation Presenter’s AMIT BHARDWAJ Lead, Quality Engineering TekMindz India Pvt. Ltd., Noida
  • 2. Agenda  Traditional QA Estimation [ Usually “Guess” Based]  Probable Hurdles with traditional Approach  “Estimator”, A novel approach for QA estimation  Case Study : Implementation on “e-Insurance”, our on going project.
  • 3. Traditional QA Estimation [ “Guess” Based ]  Based upon past experience & expertise in technology.  Based upon development cycle (60%-40%)  Experience from repeated Production Customization activities QA estimation based upon the above fact is fine! If and only if it is a short term, less complex and low priority project. A long term project with high priorities and complexities, shouldn't be estimated based on the traditional guess based approaches.
  • 4. Probable Hurdles with the Traditional Approaches  Estimation will be done more then once (Inadequate estimation)  Risk of Client back out (Missing deadlines)  Financial loss of organizations  Multiple time estimation will affect Entire Project and Business Plan
  • 5. “Estimator Metrics” A novel approach for QA estimation It’s not rocket science!! Just precisely learn the art of using ESTIMATOR !! Following are the steps to achieve reliable effort estimation: 1. Constituent of Test Estimation Constituent of Calculation of 2. Calculation Mechanism for Impact Test Estimation Impact Factor Factor 3. Assumption for Degree of QA Assumption for Deg. Of QA activities, Risk Identification of activities, Risk Priorities & Priorities & Resultant QA activities factor Resultant Factor 4. Identification of QA activities Preface of 5. Preface of Estimator Metrics Estimator Metrics
  • 6. Step 1: Constituent of QA Estimation The seven constituent of estimation has been identified, those having extreme tie with estimation activities. It is recommended to review and keep in mind! Before moving ahead!  Approach Test process, Test design techniques, Entry & Exit criteria and Test types (RBT/SBT)  Scope Approach Functional, Performance, Migration and Localization Client’s zeal  Prerequisite Info for Quality Scope BRD /SRS/ Use Cases availability.  H/W & S/W availability (Infrastructure Establishment) Constituent Servers, licenses and equipments etc of QA  Man Power Efficiency Risk & Mitigation Estimation Prerequisite Info Domain expertise, Anticipated experience Plan  Risk & Mitigation Plan Infrastructure Investment, Documentation, Frequent Change Requests, Man Power H/W & S/W manpower backup Efficiency availability  Client’s zeal for Quality When to stop testing?? , Will agreed upon Adequate time & resources?
  • 7. Step 2: Calculation Mechanism for Impact factor High 8 I Major M Medium 4 P A Low 2 C Project Priority T Onsite Support High 4 F Complexity A Impact Element of work Minor Medium 2 C T Technology Low 1 O R QA Team Classification of Degree of Risk Priority of Resultant Factor Impact element Impact element Impact element
  • 8. Step 2: Calculation Mechanism for ..contd. Classification of Impact element A. Classification of Impact Element: 1. Project Priority : Business impact. Security level OR simple e-Learning , Information search applications 2. Complexity of Work : (Based on I/O Functions) Project Banking/ Insurance /Mobile, and third party transaction Priority involvement OR simple an employee data mgmt , No third party transaction Complexity Onsite of work Support 3. Technology : Proven (Completely) OR New Classification of Impact element 4. Onsite Support (elective) : Available OR Not 5. QA Team : Technology QA Team Has enough professional experience and domain as well as technical expertise OR having intermediate expertise.
  • 9. Step 2: Calculation Mechanism for ..contd. Degree of Impact Element B. Degree of Impact Element All right!! Now we have defined the impact elements, furthermore we need to identify the valid degree for all the impact elements. (Prepare Standard Check List for the same)  Major & Minor Note : Major implies the soaring effort while Minor implies fewer effort . 1.Project Priority: Critical Business prospect of application. Highly Secure application MAJOR QA Team Simple e-Learning , Info Search App. MINOR Onsite Technology Support 2.Complexity of Work: Banking/ Insurance Major /Mobile, and third party transaction involvement Project OR Complexity Priority of Work MAJOR Minor Simple employee data management , No third party transaction involved MINOR
  • 10. Step 2: Calculation Mechanism…contd. Risk Priority of Impact Element C. Risk Priority of Impact element Now, we need to identify and categorize the risk involved for impact elements. High Risk Definition High Risk: (Probability 70-100 %) Would require high effort / time to handle the Major Medium impact element. Low Medium Risk: (Probability 40-70 %) Degree of Impact element Would require average effort / High time to handle the impact element. Minor Medium Low Risk: (Probability 0-40 %) Discipline within the project is familiar with impact element. Low
  • 11. Step 2: Calculation Mechanism ..contd. Resultant Factor representation D. Resultant Factor representation (A numeric representation for Risk Priority) We opted to start the same with “1” (To avoid decimal calculation conflicts ). It is entirely based upon iterative approach started from 1 to achieve the reliable test estimation. (Fortunately, we got satisfactory outcome while started with “1” ) Low resultant factor for Minor degree as ‘1’, which is then subsequently increasing for the respective combinations.
  • 12. Step 2: Calculation Mechanism …contd. Metrics based on Degree of Impact element, Risk Priority & Resultant Factor E. Metrics based on Degree of Impact element, Risk Priority & Resultant Factor Below table demonstrates standard resultant factor’s for all the impact element corresponding to measured (for hypothetical project) degree of impact elements
  • 13. Step 2: Calculation Mechanism for Impact factor F. Calculation of Impact Factor It’s simple, you need to add applicable resultant factor values and divide the sum by total number of Impact element i.e. 5. Impact factor = [ ∑ Impact Factors / No. impact element ] Impact factor is calculated as (= 23 / 5) = 4.60 ***Calculation for Deg. of Impact element, Risk Priorities and Resultant Factor is based upon hypothetical project.
  • 14. Step 3: Assumption for Degree of QA activities, Risk Priorities & Resultant Factor To calculate Test time Estimation, we need to define degree of QA activities and corresponding risk priority & resultant factors.
  • 15. Step 4: Identification of QA activities "Quality" refers to all the good things that we would like to see in our product. We build the product by assuring that its quality was kept in mind by performing various activities at different levels. Core QA activities can be defined as below: • High Level Requirements / SRS / Use Case documents review • Test Case Designing • Test Case Execution / Updation • Functional QA (Test Case execution, Regression) More QA activities can be defined as per requirement. Available features and functionalities can be broken down for respective QA activities.
  • 16. Step 5: Preface of Estimator Metrics Following are the available feature / functionality in the application (assume):  F1  F2  F3 Features will be broken down for the respective QA activates.
  • 17. Case Study: Implementation of Estimator on actual QA project
  • 18. Case Study: Initial Guess Based Estimation Submitted to Client Initial Guess Based Estimation Due to earlier Inadequate Estimation, we forced to buy extra time from client to complete the tasks. First Estimation time = 87 days forced to buy extra time = 30 days Total time taken to finish the tasks = 117 QA time estimation for the QA activities using Estimator = 122 Estimator approach seems much better then earlier one !!!
  • 19. Thank You! Presenter @ STC 2009: AMIT BHARDWAJ amitb.qa@gmail.com Cell: +91-9818-622-019