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UK
                                                                                   FIFTH
                                                                                   TEST MANAGEMENT SUMMIT
                                                                                                26 Jan 2011




Value Flow Science – fitter lifecycles
from lean balanced scorecards
                                                     Func Spec Reviewers             Sys Test Analysts




                                                           Tech Design Reviewers         Int Test Analysts



Neil Thompson
Thompson information Systems Consulting Ltd
(material co-developed with Mike Smith, Learntesting /                               ©Thompson
                                        Testing Solutions Group)                      information
                                                                                      Systems
v1.2                                                                                  Consulting Ltd         1
“Quality is value to some person(s)” UK                              FIFTH
                                                                     TEST MANAGEMENT SUMMIT
Jerry Weinberg,                                                                   26 Jan 2011

Quality Software Management 1992


                                       Quality is                   Yes, but...
            Quality is                value to me
           value to me
                                                                   Quality is
  Quality is                                                      value to me
 value to me




  Quality is
 value to me                                                           Quality is
                                                     Quality is       value to me
                                                    value to me


                                                                       ©Thompson
                                                                         information
               “Summit” image from www.topnews.in                       Systems
                                                                        Consulting Ltd     2
To balance quality:                                                               UK
                                                                                    FIFTH
 the Value Flow ScoreCard                                                           TEST MANAGEMENT SUMMIT
                                                                                                 26 Jan 2011
                                   SIX VIEWPOINTS of what stakeholders want

              Supplier   Process    Product     Customer   Financial   Improvement &
                                                                       Infrastructure


Objectives                                                                                   WHY we
                                                                                             do things

Measures
                                                                                             WHAT
                                                                                             (will
                                                                                             constitute
Targets
                                                                                             success)


                                                                                             HOW to
Initiatives                                                                                  do things
                                                                                             well

     It’s a simple table which we can use to help control our work:
     • do things “well enough” for an appropriate balance of stakeholders
     • in this presentation, test policy/strategy, test coverage,
                                                                                        ©Thompson
       process improvement and process definition                                         information
     • (but arguably can apply it to anything!)                                          Systems
                                                                                         Consulting Ltd   3
The software lifecycle as a flow of value UK                                                       FIFTH
                                                                                                   TEST MANAGEMENT SUMMIT
                                                                                                                26 Jan 2011


• Working systems have value; documents in themselves do not; so
  this is the            RAW MATERIALS                       FINISHED
                                                             PRODUCT
  quickest
  route!      a b  c         Stated
                          requirements
                                            Demonstrations &
                                            acceptance tests



                                                           Programming


• SDLCs are necessary, but introduce impediments to value flow:
  misunderstandings, disagreements…
  documents are like inventory/stock, or “waste”
                                                   Implicit
    a       b    c          a      b    d    requirements
                                   ’

                                            Documented
                                                                    ?           Acceptance tests
        I



                                I




                                            requirements
                                        ?
        Meeting / escalation to agree                 Intermediate documentation!
                                                                                                    ©Thompson
                                                                                                      information
                                                                Programming                          Systems
                                                                                                     Consulting Ltd      4
To improve value flow: agile methods       UK                                  FIFTH
following principles of lean manufacturing                                     TEST MANAGEMENT SUMMIT
                                                                                            26 Jan 2011




LEVELS OF DOCUMENTATION,                                   FLOW OF FULLY-WORKING
pushed by specifiers                                           SOFTWARE, pulled by
                                                                  customer demand

                                   + Test Specifications




Requirements                                                                                Accepted

                                                                                            System-
                                                                                            tested
      + Func
        Spec
                                                                                             WORKING
                                                                                            SOFTWARE
                                                                               Integrated
               + Technical
                   Design
                                                                        Unit /
                                                                        Component
                                                                        -tested
                        + Unit / Component
                                                                                ©Thompson
                                                                                  information
                               specifications                                    Systems              5
                                                                                 Consulting Ltd
But can apply principles to any lifecycle... UK
                                                                                   FIFTH
This material has been jointly developed with Mike Smith, who authored:            TEST MANAGEMENT SUMMIT
                                                                                                26 Jan 2011
• white papers on test process (1999 & 2002)
• keynote presentation to Ericsson on measurement in testing (2007)
Neil Thompson’s earlier works:
• Organisation before automation (EuroSTAR 1993, multidimensionality of test coverage)
• Goldratt’s Theory of Constraints & Systems Thinking in process definition (STAREast
    2003), SDLC (EuroSP3 2004), and process improvement (EuroSTAR 2006)
           Both of us: participation in the Software Testing Retreat – “Test entities” and
              “Appropriate Testing” (ApT)
           Holistic Test Analysis & Design, STARWest 2007
           • a flexible tabular format used for test coverage Separating “what” from
           • relating this to Balanced ScoreCards (Kaplan &      “how”, ICST 2008:
               Norton, business strategy etc)                 • Test Conditions as the
                                                                 keystone test entity



              SIGiST 2008:
Value Flow ScoreCards for better                                                    ©Thompson
strategies, coverage and processes      Next Generation Testing 2009:                 information
                                        Balancing SDLC Value Flow                    Systems
                                                                                     Consulting Ltd      6
(a) Taking Balanced ScoreCard beyond                                                             UK
                                                                                                   FIFTH
  strategy                                                                                         TEST MANAGEMENT SUMMIT
                                                                                                                26 Jan 2011
www.balancedscorecard.org                                                         (Financial)
© Paul Arveson 1998
version after                                                                     value
Kaplan & Norton                                                                   Efficiency
                                                                                  Productivity
                                                                                  On-time,
                                                                                      in budget



                                                                Customer          Improve            Process
                                                                (User)                               (“Manufact’g”)
                                                                                  ment               Compliance
                                                                Benefits          eg TPI/TMM…
                                                                Acceptance                           eg ISO9000
                                                                                  Predictability
                                                                Satisfaction                         Repeatability
                                                                                  Learning
                                                                - Complaints      Innovation
                                                                                                     - Mistakes


                                                                                  Product
                                                                                  Risks

                                                                                  - Faults               Software Quality version
                                                                                  - Failures            published by Isabel Evans
                                                                                                       www.testing-solutions.com,
                                                                                                                 adapted here by
                                                                                                                   Neil Thompson

                                     • We can apply these
                                       (complementary)                         WHY                        Objectives
                                       views of quality                        WHAT
                                                                                                          Measures
                                                                                                          Targets
                                       to testing                              HOW                        Initiatives
                                                                                                    ©Thompson
                                                                                                      information
Also acknowledging Philip B. Crosby, David A. Garvin, Robert M. Pirsig...
                                                                                                     Systems
                                                                                                     Consulting Ltd             7
(b) Treating each part of lifecycle as a                                            UK
                                                                                    FIFTH
link of value chain                                                                 TEST MANAGEMENT SUMMIT
                                                                                                 26 Jan 2011


• Value chain ≈ Supply chain:                                   Financial
                                                                Efficiency
       – in the IS SDLC, each participant                       Productivity
                                                                On-time,
         should try to ‘manage their                                in budget
                                                                - Cost of quality
         supplier’                        Supplier                                       Customer
                                                                                         VALIDATION
                                          Upward
       – for example, development         management
                                                                                         Risks
                                                                                         Benefits
         supplies testing                 Information
                                          gathering
                                                                                         Acceptance
                                                                                         Satisfaction
         (in trad lifecycles, at least!)                                                 - Complaints

                                                                Improve-
       – we add supplier viewpoint to the                       ment
         other 5, giving a 6th view of quality                  eg TPI/TMM…
                                                                Predictability

• Now each step in                                              Learning
                                                                Innovation

  the value chain can
  manage its inputs, outputs and
  other stakeholders
                                                Process         Product
                                                Compliance      VERIFICATION
                                                eg ISO9000      Risks
                                                Repeatability   Test coverage

                                                - Mistakes      - Faults
                                                                - Failures           ©Thompson
Six-Sigma Business ScoreCard published by                                              information
Praveen Gupta (2nd ed. McGraw Hill 2007), but                                         Systems             8
this slide shows Neil Thompson’s version                                              Consulting Ltd      8
A sample link in value chain:                                                                           UK
                                                                                                         FIFTH
test analysis for Acceptance Testing                                                                     TEST MANAGEMENT SUMMIT
                                                                                                                      26 Jan 2011

RAW MATERIALS                                                                                          FINISHED
                                 Requir-                                                               PRODUCT
           Implicit
                                 ements
     requirements
                                 reviews                                     Acceptance testing

    Documented                   STATIC               TEST                       TEST                     TEST
                                 TESTING              ANALYSIS                   DESIGN                   EXECUTION
    requirements


                                                      Financial

                            (Main Supplier is                         (Main Customer is
                            static testing)                           test design)
                                           Supplier   Improv’t    Customer




                                           Process    Product




         (Intermediate                                                                 (Intermediate
         documentation levels)                                                         test levels)       ©Thompson
                                                                                                            information
                                       Programming                                                         Systems
                                                                                                           Consulting Ltd      9
Scorecards may be cascaded through                                                                          UK
 the lifecycle, so they “flow” four ways
                                                                                                              FIFTH
                                                                                                              TEST MANAGEMENT SUMMIT
                                                                                                                           26 Jan 2011



                             i    Organisation & Project Objectives
                                  from TEST POLICY, STRATEGY, PROJECT TEST PLAN
Coverage         ii
Objectives                          Financial
from                  TEST                            iii
                                                Test Analysts’
REQUIREMENTS,         ANALYSIS                  own Objectives
FUNCTIONAL SPEC,
TECHNICAL DESIGN,                                                                             Financial
MODULE SPECS and       Supplier     Improv’t     Customer                        TEST
                                                                                                          Test Designers’
reviews of them                                                                  DESIGN                   own Objectives


                                                                                   Supplier   Improv’t      Customer
                                                                   Initiatives
                       Process      Product
                                                                   for next
                                                                   stage of
                                                                   test
                                                                   process
Feedback         iv                                                                Process    Product
objectives                                                                                                                      (etc)
for                                               Initiatives
Business Analysts,                                for next
Architects &                                      level down the
Developers                                        SDLC
                                                                                                                (etc)

                                                                                                                ©Thompson
                                                                                                                  information
                                                                                                                 Systems
                                                                                                                 Consulting Ltd   10
Potential number of ScoreCards depends UK
on how your SDLC is handled by                                                                                                           FIFTH
                                                                                                                                         TEST MANAGEMENT SUMMIT
                                                                                                                                                      26 Jan 2011

different roles
Business Analysts          Requirements Reviewers         Acceptance Test Analysts                           AT Designers & Scripters          Acceptance Testers




           Architects               Func Spec Reviewers             Sys Test Analysts                    ST Designers & Scripters             Sys Testers




                        Designers         Tech Design Reviewers         Int Test Analysts              IT Designers, Scripters & Executers




                                                                        Component Test Analysts, Designers & Executers?

Pieces of a jig-saw!

                                                                                     via pair programming?
This example is a “full-ish” set:
• higher-level tests are                                                   Developers

    scripted – other staff
                                                                                                                                             ©Thompson
    may then execute                                                                                                                           information
                                                                                                                                              Systems
But you don’t necessarily need all these                                                                                                      Consulting Ltd        11
The Value Flow ScoreCard in action UK                                             FIFTH
                                                                                  TEST MANAGEMENT SUMMIT
                                                                                               26 Jan 2011




           Financial                                                   Customer    Financial    Improv’t
                                        Supplier   Process   Product




Supplier   Improv’t    Customer




Process    Product



                                  • Yes – it’s just a table!
                                    …Into which we can put
                                      useful things…
                                  • We start with repositionable
                                    paper notes, then can                          ©Thompson
                                    put in spreadsheet(s)                            information
                                                                                    Systems
                                                                                    Consulting Ltd     12
Use #1: alignment of testing with                    UK
                                                     FIFTH
organisation                                         TEST MANAGEMENT SUMMIT
                                                                  26 Jan 2011




 • Organisation’s
                      WHY
   objectives               WHAT     HOW

                                   WHY
 • Organisation’s                   WHAT      HOW
   Test Policy                       WHAT      HOW

                                             WHY

 • Project Test Strategy                          WHAT           HOW
                                                    (etc)            (etc)

                            A top-down view:
                            down the business /
                                organisation             ©Thompson
                                                           information
                                                          Systems
                                                          Consulting Ltd   13
Use #1, eg Test Policy                                                                                          UKFIFTH
                                                                                                                   TEST MANAGEMENT SUMMIT
                                                                                                                                26 Jan 2011

Organisation’s                           Organisation’s ScoreCards
Goals &
             Supplier       Process          Product         Customer       Financial           Improvement & Infrastructure
Objectives Upward           Compliance       VERIFICATION    VALIDATION     Efficiency
              management    eg ISO9000       Risks           Risks          Productivity        eg TPI/TMM…
                            Repeatability    Test coverage   Benefits       On-time,            Predictability
              Information                                    Acceptance         in budget       Learning
              gathering                      - Faults        Satisfaction                       Innovation
                            - Mistakes       - Failures      - Complaints   - Cost of quality

                                                                                                • Constant
Objectives                                                                                       improvement of
                                                                                                 development &
                                                                                                 test processes


Measures                                                                                                               and for
                                                                                                  • TMM levels         development?


                                                                                                 • TMM level 2
Targets                                                                                           at least, now
                                                                                                 • TMM level 3
                                                                                                  within 2 years

Initiatives
                                                                                                                    ©Thompson
                (for Test Strategy / Strategies)                                                                      information
                                                                                                                     Systems
                                                                                                                     Consulting Ltd    14
Example 1, Test Policy:                                                                                                                  UK
 All views included?                                                                                                                       FIFTH
                                                                                                                                           TEST MANAGEMENT SUMMIT
 Why-What-How (G-Q-M) thought through?                                                                                                                  26 Jan 2011



Organisation’s                                      Organisation’s ScoreCards
Goals &
             Supplier                  Process            Product             Customer         Financial             Improvement & Infrastructure
Objectives Upward                      Compliance         VERIFICATION        VALIDATION       Efficiency
                      management       eg ISO9000         Risks               Risks            Productivity          eg TPI/TMM…
                                       Repeatability      Test coverage       Benefits         On-time,              Predictability
                      Information                                             Acceptance           in budget         Learning
 Why                  gathering
                                       - Mistakes
                                                          - Faults
                                                          - Failures
                                                                              Satisfaction
                                                                              - Complaints     - Cost of quality
                                                                                                                     Innovation

                       • IS actively                        • Products        • Products         • Proj Mgr is       • Staff must be   • Constant       • Use TestFrame
Objectives              supports                             to satisfy        to be fit          responsible         certified         improv’t of      for test analysis
                        employees                            specified         for purpose        for quality                           dev & test       & execution
            GOAL                                             requirements                                                               processes
                       • Indep-        • (comprehensive                                                                                                 • Automate regr
                                                                              • Bus Mgt is       • Testing
                        endence         scope)              • Detect                                                                                     tests as much
                                                                               responsible        prioritised &
                        increases                            defects                                                                                     as possible
                                                                               for enforcing      managed
                        with                                 early
                                                                               Test Policy
What                    test type                                                                                                                     • Defect source
                                                                                                                                                      analysis
                                       • Both static        • Defect          • Product                                           • TMM levels
Measures                                & dynamic            Detection         risks
                                                                                                                    • ISTQB                             • Freq of process
                                                                                                                                                         adjustments
                                       • Planning,           Percentage
    QUESTION                            preparation                           • Importance                                                               heeding metrics
                                        & evaluation                           of req’ts
                                       • Software &                                                                • Advisors  • TMM level 2             • Twice per year
Targets                                 related work                                                                Expert      at least, now
                                        products                                                                   • Managers
        METRIC                                                                                                      Advanced   • TMM level 3
                                                                                                                   • Analysts   within 2 years
 How                                                                                                                Foundation
Initiatives
                                                                                                                                             ©Thompson
Source: summarised from an example in TestGrip by Marselis, van Royen, Schotanus & Pinkster (CMG, 2007)                                        information
                                                                                                                                              Systems
                                                                                                                                              Consulting Ltd            15
Use #2: testing as measurement within                                       UK
                                                                            FIFTH
the lifecycle                                                               TEST MANAGEMENT SUMMIT
                                                                                         26 Jan 2011




                                                    System development starts with
  TEST BASIS (EG   TEST        TEST     TEST
  SYSTEM SPEC)     ANALYSIS    DESIGN   EXECUTION   the logical (“what”) before specifying
                                                    the physical (“how”), so
                                                    let’s do this for testing also!
     WHY           WHAT          HOW

                              WHY

                               WHAT           HOW
                                                    (etc)       (etc)

                                A left-to-right view (across a W-model)

NB it’s not only for waterfall or V-model SDLCs, rather
   iterative / incremental go down & up through
   layers of stakeholders, specifications
   & system integrations                                                      ©Thompson
                                                                                information
                                                                               Systems
                                                                               Consulting Ltd   16
Use #2, eg test coverage:                                                                                                      UK
                                                                                                                                FIFTH
Test conditions as measures & targets (not test cases!)                                                                         TEST MANAGEMENT SUMMIT
                                                                                                                                             26 Jan 2011




 (from             Supplier            Process          Product                 Customer         Financial           Improvement &
 LEVEL TEST PLAN   Upward              Compliance       VERIFICATION            VALIDATION       Efficiency          Infrastructure
                   management          eg ISO9000       Risks                   Risks            Productivity        eg TPI/TMM…
 and               Info from other     Repeatability    Test coverage           Benefits         On-time,            Predictability
 TEST BASES)       levels of                                                    Acceptance           in budget       Learning
                   Treble-V model                       - Faults                Satisfaction                         Innovation
                                       - Mistakes       - Failures              - Complaints     - Cost of quality
                                        Test Items                                Product         Constraints
                                        (level of                                 benefits
 Objectives        Features to be
                                         integration)
                                                           Test Basis           Features to be
                   tested                                  References           tested

                      Product             Product            Product                  Product         Product
                      Risks               Risks              Risks                    Risks           Risks

 Measures
                                                                      Areas we
                                                                      could cover
                                                                                                                                 Agreed
                                                                     Test Conditions                                             with
 Targets                                                             we intend
                                                                     to cover                                                    stakeholders
                                                                     Objectives for
 Initiatives                         (to next level
                                                                     Test Cases


                                     of sys design)                                                                                   ©Thompson
                                                                                      (to test design                                   information
                                                                                       & execution)                                    Systems
                                                                                                                                       Consulting Ltd   17
Use #3: process improvement, eg using UK
 Goldratt’s Theory of Constraints:
                                                                                                                                         FIFTH
                                                                                                                                         TEST MANAGEMENT SUMMIT
                                                                                                                                                      26 Jan 2011
 “Swimlane” symptoms, causes & proposed remedies

                          Supplier          Process             Product              Customer       Financial           Improvement &
                          Upward            Compliance          VERIFICATION         VALIDATION     Efficiency          Infrastructure
                          management        eg ISO9000          Risks                Risks          Productivity        eg TPI/TMM…
                                            Repeatability       Test coverage        Benefits       On-time,            Predictability
                          Information                                                Acceptance         in budget       Learning
                          gethring                              - Faults             Satisfaction                       Innovation
                                            - Mistakes          - Failures           - Complaints   - Cost of quality

                                                                                                                           CURRENT ILLS
Objectives
                                                                                                                                              CONFLICT
                                                                                                                                              RESOLUTION

                                                                                                                           FUTURE REMEDIES

Measures
                                                                                                                         PRE-
                                                                                                                         REQUISITES
Targets

                                                                                                                         TRANSITION
Initiatives
                                                                                                                                          ©Thompson
Note: this is similar to Kaplan & Norton’s “Strategy Maps” (Harvard Business School Press 2004)                                             information
                                                                                                                                           Systems
                                                                                                                                           Consulting Ltd    18
Use #4A: context-driven testing, eg                                                                                                   UK
Goldratt conflict resolution on process areas with choices                                                                             FIFTH
                                                                                                                                       TEST MANAGEMENT SUMMIT
From                                                                                                                                                26 Jan 2011
                Supplier           Process             Product                Customer           Financial           Improvement &
Context /       Upward             Compliance          VERIFICATION           VALIDATION         Efficiency          Infrastructure
Circumstances   management         eg ISO9000
                                   Repeatability
                                                       Risks
                                                       Test coverage
                                                                              Risks
                                                                              Benefits
                                                                                                 Productivity
                                                                                                 On-time,
                                                                                                                     eg TPI/TMM…
                                                                                                                     Predictability
                Information                                                   Acceptance             in budget       Learning
                gathering                              - Faults               Satisfaction                           Innovation
                                   - Mistakes          - Failures             - Complaints       - Cost of quality

                 Legal:             Process                  Application       Sector            Job type & size
                 • regulation       constraints, eg:        characteristics                        Resources:
Objectives       • standards        • quality mgmt
                                                                                     Culture
                                                                                                   • money ( skills, environments)          CURRENT
                                    • configuration          Technical                             • time                                    SITUATION
                   Moral:            mgmt                      risks
                                                                               Business risks
                   • safety
                                                                                                                       Technology


                   CHOICE AREAS...

                                Test specifications                                              Handover & acceptance                etc (about 30
                                                                                                criteria                                categories)
Measures
                                informal           formal                                         informal           formal                  CONFLICT
                                                                                                                                             RESOLUTION




                                  Where in the range                                                  Where in the range                     DESIRED
Targets                           (specific aspects)                                                  (specific aspects)                     SITUATION
                                                                                                                                         ©Thompson
                                                                                                                                           information
Initiatives         Appropriate Testing in this context / circumstances                                                                   Systems
                                                                                                                                          Consulting Ltd   19
Use #4B: lifecycle methodology selection UK
/ design, Value Flow ScoreCard as unifying framework                                                                                          FIFTH
                                                                                                                                              TEST MANAGEMENT SUMMIT
                                                                                                                                                           26 Jan 2011
              Supplier           Process                Product                  Customer             Financial              Improvement &
              Upward             Compliance             VERIFICATION             VALIDATION           Efficiency             Infrastructure
              management         eg ISO9000             Risks                    Risks                Productivity           eg TPI/TMM…
                                 Repeatability          Test coverage            Benefits             On-time,               Predictability
              Information                                                        Acceptance               in budget          Learning
              gathering                                 - Faults                 Satisfaction                                Innovation
                                 - Mistakes             - Failures               - Complaints         - Cost of quality



Objectives       Risks              Risks                   Risks                    Risks                 Risks                  Risks                  BALANCE




                 Game Theory......................................................................................................
                                                                                                  “METHODOLOGY PER PROJECT”

                  ...........................................(any other approaches?)...........................................

Measures
                                                              Conflicts & balances

                                                            One hand                 The other



Targets


                                   Appropriate lifecycle methodology in this                                                                   ©Thompson
Initiatives                                                                                                                                      information
                                           context / circumstances                                                                              Systems           20
                                                                                                                                                Consulting Ltd
Discussion (1)                                  UK
                                                 FIFTH
                                                 TEST MANAGEMENT SUMMIT
                                                              26 Jan 2011




• Examples from attenders’ experience & current situations?




                                                  ©Thompson
                                                    information
                                                   Systems
                                                   Consulting Ltd    21
Discussion (2)                                   UK
                                                 FIFTH
                                                 TEST MANAGEMENT SUMMIT
                                                              26 Jan 2011




• How the concept extends to “Value Flow Science”...
  further than might initially be obvious!



              (SOME SPECULATIVE SLIDES FOLLOW)




                                                  ©Thompson
                                                    information
                                                   Systems
                                                   Consulting Ltd    22
Testing has a hierarchy, eg...                                                              UK
                                                                                             FIFTH
                                                            Levels of                        TEST MANAGEMENT SUMMIT
                                                                                                          26 Jan 2011
                                                            system &                                 Risks &
  Levels of                          Levels of              service                                  testing
  specification                      stakeholders           integration                          responsib’s
                                                                + Business                       Users may
                                     Business,                   processes
                                                                               Acceptance        be unhappy (so
 Requirements                        Users,                                      Testing
                                                                                                 generate
                                     Business Analysts,
                                     Acceptance Testers                                          confidence)
                                                                                            System may contain
       Functional &                   Architects,                                           bugs not found by
                                                                             System
       NF specifica-
                                      “independent”                          Testing        lower levels (so seek
           tions
                                             testers                                        bugs of type z)

               Technical              Designers,                  Integration
                                                                                       Units may not interact
             spec, Hi-level                                                            properly (so seek bugs
                                      integration                   Testing
                design
                                          testers                                      of type y)

                                                                                  Individual units may
                   Detailed            Developers,                Unit
                   designs                                       Testing
                                                                                  malfunction (so seek bugs
                                       unit testers                               of type x)



Remember: not only for waterfall or V-model SDLCs, rather
   iterative / incremental go down & up                                                       ©Thompson
   through layers of stakeholders,                                                              information
   specifications & system integrations                                                        Systems
                                                                                               Consulting Ltd    23
...Quality and Science can also be seen    UK                            FIFTH
as hierarchies, which testing can parallel                               TEST MANAGEMENT SUMMIT
                                                                                      26 Jan 2011




                                                Levels of
                                                system &
               Layers of     Levels of          service                  Layers of
               quality       stakeholders       integration              science
                                                    + Business
Static values:             Business,                 processes

• Intellectual             Users,                                       Philosophy
                           Business Analysts,
• Social                   Acceptance Testers                          Social sciences

                             Architects,                            Biology (& systems
• Biological                 “independent”
                                                                              thinking)
                                    testers
                                                                  Chemistry: Organic
                              Designers,
                              integration                        Chemistry: Inorganic
                                  testers
• Inorganic
                                 Developers,                              ©Thompson
                                 unit testers
                                                             Physics        information
                                                                           Systems
                                                                           Consulting Ltd    24
Value flows down through,                                     UK
                                                              FIFTH
then up through, these layers                                 TEST MANAGEMENT SUMMIT
                                                                           26 Jan 2011




                                       Levels of
                                       system &
        Desired     Levels of          service          Tested (“known”)
        quality     stakeholders       integration      quality
                                           + Business
                  Business,                 processes

                  Users,
                  Business Analysts,
                  Acceptance Testers


                    Architects,
                    “independent”
                           testers


                     Designers,
                     integration
                         testers


                        Developers,                            ©Thompson
                        unit testers                             information
                                                                Systems
                                                                Consulting Ltd
Test appropriately to your scale                                      UK
                                                                       FIFTH
                                                                       TEST MANAGEMENT SUMMIT
                              (Ouroboros: Greek Οὐροβόρος or                        26 Jan 2011

                              οὐρηβόρος, from οὐροβόρος ὄφις
                                   "tail-devouring snake”)
                  Physics                                     Physics (gravity
                  (quantum                                               end)
                  end)




               Chemistry:
               Inorganic

                   Organic
                             Biology
                                        Systems           Social sciences
                                        thinking)
    Understanding of
        solution
                                           Image from                      ©Thompson
                                           http://www.aaas.org/spp/dser/     information
                                           03_Areas/cosmos/perspectives/    Systems
                                           Essay_Primack_SNAKE.GIF          Consulting Ltd   26
Value flow must be maintained through                              UK
                                                                   FIFTH
iterations                                                         TEST MANAGEMENT SUMMIT
                                                                                26 Jan 2011




                                                               




             Understanding of solution                              ©Thompson
                                                                      information
 Evolution                        2nd law of thermodynamics!         Systems
                                                                     Consulting Ltd    27
Discussion (3)                                     UK
                                                    FIFTH
                                                    TEST MANAGEMENT SUMMIT
                                                                 26 Jan 2011




• How this might help bridge the (arguably) growing divide
  between traditional & agile software practitioners, eg:
  - waterfall, V-model, W-model, iterative, incremental...
  - “schools” of software testing, eg Analytic, Standard,
    Quality, Context-Driven, Agile... Factory, Oblivious...?
  - scripted (or at least pre-designed) & exploratory testing




                                                     ©Thompson
                                                       information
                                                      Systems
                                                      Consulting Ltd    28
Four, five, six... schools of                                                                        UK
                                                                                                        FIFTH
  software testing?                                                                                     TEST MANAGEMENT SUMMIT
                                                                                                                     26 Jan 2011
  (Updated version) March 2007
  Copyright © 2003-2007 Bret Pettichord. Permission to reproduce granted with attribution

                                                                                                    Emphasis on
                                                 Oblivious /                                        policing developers and
                                                 Groucho?                                           acting as “gatekeeper”

Emphasis on analytical methods
for assessing the quality
of the software, including
improvement of testability by
improved precision of specifications                                                Factory: Emphasis on reduction of
and many types of modeling                                                                            testing tasks to
                                                (Control):                                            routines that can be
                                                Emphasis on                                           automated or
                                                standards and                                         delegated to cheap labour
                                                processes that
                                                enforce or
                                                rely heavily
                      Emphasis on               on standards                 (Test-Driven):
                      adapting to                                            emphasis on
                      the circumstances                                      code-focused testing
                      under which                                            by programmers                  Holistic?
                                                    Axiomatic
                      the product is                                                                         (like C-D)
                      developed and used                ?
                                                                                                          ©Thompson
                                                                                                            information
Annotations by Neil Thompson after the Bret Pettichord ppt (blue text),                                    Systems
the list in Cem Kaner’s blog December 2006 (black text), and other sources! (red text)                     Consulting Ltd     29
Appendix A: Amendment history                     UK
                                                  FIFTH
                                                  TEST MANAGEMENT SUMMIT
                                                               26 Jan 2011




The version presented at Test Management Summit
(11:45, Wed 26 Jan 2011, Trafalgar 2 room, Institute of
Directors, 116 Pall Mall, London, UK) was v1.1 – this
version 1.2 contains amendments since:
• slide 26 attribution added
• slide 29 key clarified
• appendices added:
    • this Amendment history, plus
    • the References which follow


                                                   ©Thompson
                                                     information
                                                    Systems
                                                    Consulting Ltd    30
Appendix B: References & acknowledgements UK
                                                           FIFTH
                                                           TEST MANAGEMENT SUMMIT
                                                                        26 Jan 2011
                                                              Good
 • ScoreCards:                                                Enough
     – Kaplan & Norton; Bournes; Evans; Gupta                 Quality
                                                                 (+BSC):
 • Lean & agile:                                       - James Bach,
     – Toyota; Poppendiecks; Alistair Cockburn;        + Kaner & Pettichord

       David Anderson


 • Goldratt:                                            Factors
                                                        affecting
     – Jens Pas; William Dettmer      ; , Greg Daich    choices:
 • Systems Thinking:                                    - Matt Archer
     – Jerry Weinberg; Dennis Sherwood
                                                          Colour-coded
                                                          sources of
                                                          testing ideas:
 • Appropriate Testing (ApT) & test entities:             - Rob Sabourin
     – the Software Testing Retreat                          ©Thompson
                                                               information
 • Balance.........................                           Systems
                                                              Consulting Ltd   31
                                                                               31
References (further details)                                                      UK
                                                                                  FIFTH
                                                                                  TEST MANAGEMENT SUMMIT
                                                                                               26 Jan 2011


•   Kaplan, RS & DP Norton: The Balanced Scorecard – Translating Strategy into Action
    (Harvard Business School Press 1996)...
•   Also Strategy Maps (Harvard Business School Press 2004)
•   Bourne, M & P Bourne: Balanced Scorecard in a Week (Chartered Management
    Insititute via Hodder Arnold 2002)
•   Kaner, C, J Bach & B Pettichord: Lessons Learned in Software Testing – a Context-
    Driven Approach (Wiley 2002)
•   Evans, I: Achieving Software Quality through Teamwork (Artech House 2004)
•   Gupta, P: Six Sigma Business Scorecard – Creating a Comprehensive Corporate
    Performance Measurement System (2nd ed, McGraw Hill 2007)
•   Liker, JK: The Toyota Way – 14 Management Principles… from the company that
    invented Lean Production (McGraw Hill 2004)
•   Poppendieck, M & T Poppendieck: Lean Software Development – an Agile Toolkit
    (Addison Wesley 2003)
•   (also same authors, Implementing Lean Software Development – from Concept to
    Cash (Addison Wesley 2007)
•   Cockburn, A: Agile Software Development (Addison Wesley 2002)
•   Anderson, DJ: Agile Management for Software Engineering – Applying the Theory
    of Constraints for Business Results (Prentice Hall 2004)
•   Boehm, B & R Turner: Balancing Agility and Discipline                       ©Thompson
    (Addison Wesley 2005)                                                          information
                                                                                      Systems
                                                                                      Consulting Ltd   32
References (further details cont’d)                                           UK
                                                                              FIFTH
                                                                              TEST MANAGEMENT SUMMIT
                                                                                           26 Jan 2011
•   Dettmer, HW: Goldratt’s Theory of Constraints – a Systems Approach to Continuous
    Improvement (ASQ 1997)
•   Daich, G: Software Documentation Superstitions (STAREast 2002,
    http://www.stickyminds.com/s.asp?F=S5857_CP_2 )
•   Weinberg, GM: Quality Software Management Vol 1 – Systems Thinking (Dorset House
    1992)
•   Sherwood, D: Seeing the Forest for the Trees – a Manager’s Guide to Applying Systems
    Thinking (Nicholas Brealey, 2002)
•   Guckenheimer, S. with Perez, JJ: Software engineering with Microsoft Visual Studio Team
    System (Addison-Wesley Pearson Education 2006)
•   Thompson, N & M Smith: Holistic Test Analysis and Design (STARWest 2007,
    http://www.stickyminds.com/s.asp?F=S13265_CP_2 )
•   Smith, M & N Thompson: The Keystone to Support a Generic Test Process – Separating
    the “What” from the “How” (ICST 2008,
    http://www2.computer.org/portal/web/csdl/doi/10.1109/ICSTW.2008.46 )
•   Thompson, N & M Smith: Value Flow ScoreCards for better strategies, coverage &
    processes (BCS SIGiST 2008, www.bcs.org/upload/pdf/value-flow-scorecards.pdf
•   Sabourin, R: Just in Time Testing (course, eg via http://www.testing-
    solutions.com/library/downloads/e/Enabling%20Test%20Maximisation%20-
    %20Rob%20Sabourin.pdf )
•   Archer, M: A Thinking Framework for Context-Driven Test Documentation (SQC
    conference London 2008, http://www.ivarjacobson.com/resources/             ©Thompson
    module/publications_action-download/file_id-190/                              information
                                                                                  Systems          33
                                                                                  Consulting Ltd   33
References: “science” additions                                                   UK
                                                                                   FIFTH
                                                                                   TEST MANAGEMENT SUMMIT
 Cosmic Ouroboros:                                                                              26 Jan 2011
 • Glashow, SL: Physics’ Newest Frontiers (interview sketch
    reproduced by Ferris, T: New York Times Magazine, 1982)
 • Rees, M: Just Six Numbers – the Deep Forces that Shape the
    Universe (Weidenfeld & Nicolson 1999 - also see lecture
    http://www.youtube.com/watch?v=NLc6NEuec3E )
 • Primack, JR & Abrams, NE: The View From the Center of the
    Universe: – Discovering our Extraordinary Place in the
    Cosmos (Riverhead 2006)
Evolution:
• Dennett, DC: Darwin’s Dangerous Idea – Evolution & the Meanings of Life (Simon &
   Schuster 1995)
• Smolin, L: The Life of the Cosmos (Oxford University Press 1997)

“Individual” sciences (the quote-marks are deliberately tongue-in-cheek):
• Mathematical foundations – Penrose, R: The Road to Reality – a Complete Guide to the
    Laws of the Universe (Jonathan Cape 2004)
• Physics – Smolin, L: The Trouble with Physics – the Rise of String Theory, the Fall of a
    Science and What Comes Next (Houghton Mifflin 2006)
• Chemistry – [vacant, candidates sought]
• Biology – Dawkins, R: The Extended Phenotype – the Long Reach of the Gene (Oxford
    University Press 1982)                                                       ©Thompson
• (jumping to software for now) Kaner, C: Software Testing as a Social Science information
    (STEP 2008, www.kaner.com/pdfs/KanerSocialScienceSTEP.pdf )                    Systems
                                                                                   Consulting Ltd      34
References: “value” additions                             UK
                                                          FIFTH
                                                          TEST MANAGEMENT SUMMIT
                                                                       26 Jan 2011



Pirsig, RM:
• Zen and the Art of Motorcycle Maintenance – an
    Inquiry into Values (Bodley Head 1974, also see
    http://en.wikipedia.org/wiki/Zen_and_the_Art_of_
    Motorcycle_Maintenance )




•   Lila – an Inquiry into Morals yes, I know about Sam
    Harris, I’ll get to that in due course (Bantam
    1991, also see
    http://en.wikipedia.org/wiki/Lila:_An_Inquiry_into_
    Morals )




                                                           ©Thompson
                                                             information
                                                            Systems
                                                            Consulting Ltd    35

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Value Flow Science - Fitter lifecycles from lean balanced scorecards (2011)

  • 1. UK FIFTH TEST MANAGEMENT SUMMIT 26 Jan 2011 Value Flow Science – fitter lifecycles from lean balanced scorecards Func Spec Reviewers Sys Test Analysts Tech Design Reviewers Int Test Analysts Neil Thompson Thompson information Systems Consulting Ltd (material co-developed with Mike Smith, Learntesting / ©Thompson Testing Solutions Group) information Systems v1.2 Consulting Ltd 1
  • 2. “Quality is value to some person(s)” UK FIFTH TEST MANAGEMENT SUMMIT Jerry Weinberg, 26 Jan 2011 Quality Software Management 1992 Quality is Yes, but... Quality is value to me value to me Quality is Quality is value to me value to me Quality is value to me Quality is Quality is value to me value to me ©Thompson information “Summit” image from www.topnews.in Systems Consulting Ltd 2
  • 3. To balance quality: UK FIFTH the Value Flow ScoreCard TEST MANAGEMENT SUMMIT 26 Jan 2011 SIX VIEWPOINTS of what stakeholders want Supplier Process Product Customer Financial Improvement & Infrastructure Objectives WHY we do things Measures WHAT (will constitute Targets success) HOW to Initiatives do things well It’s a simple table which we can use to help control our work: • do things “well enough” for an appropriate balance of stakeholders • in this presentation, test policy/strategy, test coverage, ©Thompson process improvement and process definition information • (but arguably can apply it to anything!) Systems Consulting Ltd 3
  • 4. The software lifecycle as a flow of value UK FIFTH TEST MANAGEMENT SUMMIT 26 Jan 2011 • Working systems have value; documents in themselves do not; so this is the RAW MATERIALS FINISHED PRODUCT quickest route! a b c Stated requirements Demonstrations & acceptance tests Programming • SDLCs are necessary, but introduce impediments to value flow: misunderstandings, disagreements… documents are like inventory/stock, or “waste” Implicit a b c a b d requirements ’ Documented ? Acceptance tests I I requirements ? Meeting / escalation to agree Intermediate documentation! ©Thompson information Programming Systems Consulting Ltd 4
  • 5. To improve value flow: agile methods UK FIFTH following principles of lean manufacturing TEST MANAGEMENT SUMMIT 26 Jan 2011 LEVELS OF DOCUMENTATION, FLOW OF FULLY-WORKING pushed by specifiers SOFTWARE, pulled by customer demand + Test Specifications Requirements Accepted System- tested + Func Spec WORKING SOFTWARE Integrated + Technical Design Unit / Component -tested + Unit / Component ©Thompson information specifications Systems 5 Consulting Ltd
  • 6. But can apply principles to any lifecycle... UK FIFTH This material has been jointly developed with Mike Smith, who authored: TEST MANAGEMENT SUMMIT 26 Jan 2011 • white papers on test process (1999 & 2002) • keynote presentation to Ericsson on measurement in testing (2007) Neil Thompson’s earlier works: • Organisation before automation (EuroSTAR 1993, multidimensionality of test coverage) • Goldratt’s Theory of Constraints & Systems Thinking in process definition (STAREast 2003), SDLC (EuroSP3 2004), and process improvement (EuroSTAR 2006) Both of us: participation in the Software Testing Retreat – “Test entities” and “Appropriate Testing” (ApT) Holistic Test Analysis & Design, STARWest 2007 • a flexible tabular format used for test coverage Separating “what” from • relating this to Balanced ScoreCards (Kaplan & “how”, ICST 2008: Norton, business strategy etc) • Test Conditions as the keystone test entity SIGiST 2008: Value Flow ScoreCards for better ©Thompson strategies, coverage and processes Next Generation Testing 2009: information Balancing SDLC Value Flow Systems Consulting Ltd 6
  • 7. (a) Taking Balanced ScoreCard beyond UK FIFTH strategy TEST MANAGEMENT SUMMIT 26 Jan 2011 www.balancedscorecard.org (Financial) © Paul Arveson 1998 version after value Kaplan & Norton Efficiency Productivity On-time, in budget Customer Improve Process (User) (“Manufact’g”) ment Compliance Benefits eg TPI/TMM… Acceptance eg ISO9000 Predictability Satisfaction Repeatability Learning - Complaints Innovation - Mistakes Product Risks - Faults Software Quality version - Failures published by Isabel Evans www.testing-solutions.com, adapted here by Neil Thompson • We can apply these (complementary) WHY Objectives views of quality WHAT Measures Targets to testing HOW Initiatives ©Thompson information Also acknowledging Philip B. Crosby, David A. Garvin, Robert M. Pirsig... Systems Consulting Ltd 7
  • 8. (b) Treating each part of lifecycle as a UK FIFTH link of value chain TEST MANAGEMENT SUMMIT 26 Jan 2011 • Value chain ≈ Supply chain: Financial Efficiency – in the IS SDLC, each participant Productivity On-time, should try to ‘manage their in budget - Cost of quality supplier’ Supplier Customer VALIDATION Upward – for example, development management Risks Benefits supplies testing Information gathering Acceptance Satisfaction (in trad lifecycles, at least!) - Complaints Improve- – we add supplier viewpoint to the ment other 5, giving a 6th view of quality eg TPI/TMM… Predictability • Now each step in Learning Innovation the value chain can manage its inputs, outputs and other stakeholders Process Product Compliance VERIFICATION eg ISO9000 Risks Repeatability Test coverage - Mistakes - Faults - Failures ©Thompson Six-Sigma Business ScoreCard published by information Praveen Gupta (2nd ed. McGraw Hill 2007), but Systems 8 this slide shows Neil Thompson’s version Consulting Ltd 8
  • 9. A sample link in value chain: UK FIFTH test analysis for Acceptance Testing TEST MANAGEMENT SUMMIT 26 Jan 2011 RAW MATERIALS FINISHED Requir- PRODUCT Implicit ements requirements reviews Acceptance testing Documented STATIC TEST TEST TEST TESTING ANALYSIS DESIGN EXECUTION requirements Financial (Main Supplier is (Main Customer is static testing) test design) Supplier Improv’t Customer Process Product (Intermediate (Intermediate documentation levels) test levels) ©Thompson information Programming Systems Consulting Ltd 9
  • 10. Scorecards may be cascaded through UK the lifecycle, so they “flow” four ways FIFTH TEST MANAGEMENT SUMMIT 26 Jan 2011 i Organisation & Project Objectives from TEST POLICY, STRATEGY, PROJECT TEST PLAN Coverage ii Objectives Financial from TEST iii Test Analysts’ REQUIREMENTS, ANALYSIS own Objectives FUNCTIONAL SPEC, TECHNICAL DESIGN, Financial MODULE SPECS and Supplier Improv’t Customer TEST Test Designers’ reviews of them DESIGN own Objectives Supplier Improv’t Customer Initiatives Process Product for next stage of test process Feedback iv Process Product objectives (etc) for Initiatives Business Analysts, for next Architects & level down the Developers SDLC (etc) ©Thompson information Systems Consulting Ltd 10
  • 11. Potential number of ScoreCards depends UK on how your SDLC is handled by FIFTH TEST MANAGEMENT SUMMIT 26 Jan 2011 different roles Business Analysts Requirements Reviewers Acceptance Test Analysts AT Designers & Scripters Acceptance Testers Architects Func Spec Reviewers Sys Test Analysts ST Designers & Scripters Sys Testers Designers Tech Design Reviewers Int Test Analysts IT Designers, Scripters & Executers Component Test Analysts, Designers & Executers? Pieces of a jig-saw! via pair programming? This example is a “full-ish” set: • higher-level tests are Developers scripted – other staff ©Thompson may then execute information Systems But you don’t necessarily need all these Consulting Ltd 11
  • 12. The Value Flow ScoreCard in action UK FIFTH TEST MANAGEMENT SUMMIT 26 Jan 2011 Financial Customer Financial Improv’t Supplier Process Product Supplier Improv’t Customer Process Product • Yes – it’s just a table! …Into which we can put useful things… • We start with repositionable paper notes, then can ©Thompson put in spreadsheet(s) information Systems Consulting Ltd 12
  • 13. Use #1: alignment of testing with UK FIFTH organisation TEST MANAGEMENT SUMMIT 26 Jan 2011 • Organisation’s WHY objectives WHAT HOW WHY • Organisation’s WHAT HOW Test Policy WHAT HOW WHY • Project Test Strategy WHAT HOW (etc) (etc) A top-down view: down the business / organisation ©Thompson information Systems Consulting Ltd 13
  • 14. Use #1, eg Test Policy UKFIFTH TEST MANAGEMENT SUMMIT 26 Jan 2011 Organisation’s Organisation’s ScoreCards Goals & Supplier Process Product Customer Financial Improvement & Infrastructure Objectives Upward Compliance VERIFICATION VALIDATION Efficiency management eg ISO9000 Risks Risks Productivity eg TPI/TMM… Repeatability Test coverage Benefits On-time, Predictability Information Acceptance in budget Learning gathering - Faults Satisfaction Innovation - Mistakes - Failures - Complaints - Cost of quality • Constant Objectives improvement of development & test processes Measures and for • TMM levels development? • TMM level 2 Targets at least, now • TMM level 3 within 2 years Initiatives ©Thompson (for Test Strategy / Strategies) information Systems Consulting Ltd 14
  • 15. Example 1, Test Policy: UK All views included? FIFTH TEST MANAGEMENT SUMMIT Why-What-How (G-Q-M) thought through? 26 Jan 2011 Organisation’s Organisation’s ScoreCards Goals & Supplier Process Product Customer Financial Improvement & Infrastructure Objectives Upward Compliance VERIFICATION VALIDATION Efficiency management eg ISO9000 Risks Risks Productivity eg TPI/TMM… Repeatability Test coverage Benefits On-time, Predictability Information Acceptance in budget Learning Why gathering - Mistakes - Faults - Failures Satisfaction - Complaints - Cost of quality Innovation • IS actively • Products • Products • Proj Mgr is • Staff must be • Constant • Use TestFrame Objectives supports to satisfy to be fit responsible certified improv’t of for test analysis employees specified for purpose for quality dev & test & execution GOAL requirements processes • Indep- • (comprehensive • Automate regr • Bus Mgt is • Testing endence scope) • Detect tests as much responsible prioritised & increases defects as possible for enforcing managed with early Test Policy What test type • Defect source analysis • Both static • Defect • Product • TMM levels Measures & dynamic Detection risks • ISTQB • Freq of process adjustments • Planning, Percentage QUESTION preparation • Importance heeding metrics & evaluation of req’ts • Software & • Advisors • TMM level 2 • Twice per year Targets related work Expert at least, now products • Managers METRIC Advanced • TMM level 3 • Analysts within 2 years How Foundation Initiatives ©Thompson Source: summarised from an example in TestGrip by Marselis, van Royen, Schotanus & Pinkster (CMG, 2007) information Systems Consulting Ltd 15
  • 16. Use #2: testing as measurement within UK FIFTH the lifecycle TEST MANAGEMENT SUMMIT 26 Jan 2011 System development starts with TEST BASIS (EG TEST TEST TEST SYSTEM SPEC) ANALYSIS DESIGN EXECUTION the logical (“what”) before specifying the physical (“how”), so let’s do this for testing also! WHY WHAT HOW WHY WHAT HOW (etc) (etc) A left-to-right view (across a W-model) NB it’s not only for waterfall or V-model SDLCs, rather iterative / incremental go down & up through layers of stakeholders, specifications & system integrations ©Thompson information Systems Consulting Ltd 16
  • 17. Use #2, eg test coverage: UK FIFTH Test conditions as measures & targets (not test cases!) TEST MANAGEMENT SUMMIT 26 Jan 2011 (from Supplier Process Product Customer Financial Improvement & LEVEL TEST PLAN Upward Compliance VERIFICATION VALIDATION Efficiency Infrastructure management eg ISO9000 Risks Risks Productivity eg TPI/TMM… and Info from other Repeatability Test coverage Benefits On-time, Predictability TEST BASES) levels of Acceptance in budget Learning Treble-V model - Faults Satisfaction Innovation - Mistakes - Failures - Complaints - Cost of quality Test Items Product Constraints (level of benefits Objectives Features to be integration) Test Basis Features to be tested References tested Product Product Product Product Product Risks Risks Risks Risks Risks Measures Areas we could cover Agreed Test Conditions with Targets we intend to cover stakeholders Objectives for Initiatives (to next level Test Cases of sys design) ©Thompson (to test design information & execution) Systems Consulting Ltd 17
  • 18. Use #3: process improvement, eg using UK Goldratt’s Theory of Constraints: FIFTH TEST MANAGEMENT SUMMIT 26 Jan 2011 “Swimlane” symptoms, causes & proposed remedies Supplier Process Product Customer Financial Improvement & Upward Compliance VERIFICATION VALIDATION Efficiency Infrastructure management eg ISO9000 Risks Risks Productivity eg TPI/TMM… Repeatability Test coverage Benefits On-time, Predictability Information Acceptance in budget Learning gethring - Faults Satisfaction Innovation - Mistakes - Failures - Complaints - Cost of quality CURRENT ILLS Objectives CONFLICT RESOLUTION FUTURE REMEDIES Measures PRE- REQUISITES Targets TRANSITION Initiatives ©Thompson Note: this is similar to Kaplan & Norton’s “Strategy Maps” (Harvard Business School Press 2004) information Systems Consulting Ltd 18
  • 19. Use #4A: context-driven testing, eg UK Goldratt conflict resolution on process areas with choices FIFTH TEST MANAGEMENT SUMMIT From 26 Jan 2011 Supplier Process Product Customer Financial Improvement & Context / Upward Compliance VERIFICATION VALIDATION Efficiency Infrastructure Circumstances management eg ISO9000 Repeatability Risks Test coverage Risks Benefits Productivity On-time, eg TPI/TMM… Predictability Information Acceptance in budget Learning gathering - Faults Satisfaction Innovation - Mistakes - Failures - Complaints - Cost of quality Legal: Process Application Sector Job type & size • regulation constraints, eg: characteristics Resources: Objectives • standards • quality mgmt Culture • money ( skills, environments) CURRENT • configuration Technical • time SITUATION Moral: mgmt risks Business risks • safety Technology CHOICE AREAS... Test specifications Handover & acceptance etc (about 30 criteria categories) Measures informal formal informal formal CONFLICT RESOLUTION Where in the range Where in the range DESIRED Targets (specific aspects) (specific aspects) SITUATION ©Thompson information Initiatives Appropriate Testing in this context / circumstances Systems Consulting Ltd 19
  • 20. Use #4B: lifecycle methodology selection UK / design, Value Flow ScoreCard as unifying framework FIFTH TEST MANAGEMENT SUMMIT 26 Jan 2011 Supplier Process Product Customer Financial Improvement & Upward Compliance VERIFICATION VALIDATION Efficiency Infrastructure management eg ISO9000 Risks Risks Productivity eg TPI/TMM… Repeatability Test coverage Benefits On-time, Predictability Information Acceptance in budget Learning gathering - Faults Satisfaction Innovation - Mistakes - Failures - Complaints - Cost of quality Objectives Risks Risks Risks Risks Risks Risks BALANCE Game Theory...................................................................................................... “METHODOLOGY PER PROJECT” ...........................................(any other approaches?)........................................... Measures Conflicts & balances One hand The other Targets Appropriate lifecycle methodology in this ©Thompson Initiatives information context / circumstances Systems 20 Consulting Ltd
  • 21. Discussion (1) UK FIFTH TEST MANAGEMENT SUMMIT 26 Jan 2011 • Examples from attenders’ experience & current situations? ©Thompson information Systems Consulting Ltd 21
  • 22. Discussion (2) UK FIFTH TEST MANAGEMENT SUMMIT 26 Jan 2011 • How the concept extends to “Value Flow Science”... further than might initially be obvious! (SOME SPECULATIVE SLIDES FOLLOW) ©Thompson information Systems Consulting Ltd 22
  • 23. Testing has a hierarchy, eg... UK FIFTH Levels of TEST MANAGEMENT SUMMIT 26 Jan 2011 system & Risks & Levels of Levels of service testing specification stakeholders integration responsib’s + Business Users may Business, processes Acceptance be unhappy (so Requirements Users, Testing generate Business Analysts, Acceptance Testers confidence) System may contain Functional & Architects, bugs not found by System NF specifica- “independent” Testing lower levels (so seek tions testers bugs of type z) Technical Designers, Integration Units may not interact spec, Hi-level properly (so seek bugs integration Testing design testers of type y) Individual units may Detailed Developers, Unit designs Testing malfunction (so seek bugs unit testers of type x) Remember: not only for waterfall or V-model SDLCs, rather iterative / incremental go down & up ©Thompson through layers of stakeholders, information specifications & system integrations Systems Consulting Ltd 23
  • 24. ...Quality and Science can also be seen UK FIFTH as hierarchies, which testing can parallel TEST MANAGEMENT SUMMIT 26 Jan 2011 Levels of system & Layers of Levels of service Layers of quality stakeholders integration science + Business Static values: Business, processes • Intellectual Users, Philosophy Business Analysts, • Social Acceptance Testers Social sciences Architects, Biology (& systems • Biological “independent” thinking) testers Chemistry: Organic Designers, integration Chemistry: Inorganic testers • Inorganic Developers, ©Thompson unit testers Physics information Systems Consulting Ltd 24
  • 25. Value flows down through, UK FIFTH then up through, these layers TEST MANAGEMENT SUMMIT 26 Jan 2011 Levels of system & Desired Levels of service Tested (“known”) quality stakeholders integration quality + Business Business, processes Users, Business Analysts, Acceptance Testers Architects, “independent” testers Designers, integration testers Developers, ©Thompson unit testers information Systems Consulting Ltd
  • 26. Test appropriately to your scale UK FIFTH TEST MANAGEMENT SUMMIT (Ouroboros: Greek Οὐροβόρος or 26 Jan 2011 οὐρηβόρος, from οὐροβόρος ὄφις "tail-devouring snake”) Physics Physics (gravity (quantum end) end) Chemistry: Inorganic Organic Biology Systems Social sciences thinking) Understanding of solution Image from ©Thompson http://www.aaas.org/spp/dser/ information 03_Areas/cosmos/perspectives/ Systems Essay_Primack_SNAKE.GIF Consulting Ltd 26
  • 27. Value flow must be maintained through UK FIFTH iterations TEST MANAGEMENT SUMMIT 26 Jan 2011  Understanding of solution ©Thompson information Evolution 2nd law of thermodynamics! Systems Consulting Ltd 27
  • 28. Discussion (3) UK FIFTH TEST MANAGEMENT SUMMIT 26 Jan 2011 • How this might help bridge the (arguably) growing divide between traditional & agile software practitioners, eg: - waterfall, V-model, W-model, iterative, incremental... - “schools” of software testing, eg Analytic, Standard, Quality, Context-Driven, Agile... Factory, Oblivious...? - scripted (or at least pre-designed) & exploratory testing ©Thompson information Systems Consulting Ltd 28
  • 29. Four, five, six... schools of UK FIFTH software testing? TEST MANAGEMENT SUMMIT 26 Jan 2011 (Updated version) March 2007 Copyright © 2003-2007 Bret Pettichord. Permission to reproduce granted with attribution Emphasis on Oblivious / policing developers and Groucho? acting as “gatekeeper” Emphasis on analytical methods for assessing the quality of the software, including improvement of testability by improved precision of specifications Factory: Emphasis on reduction of and many types of modeling testing tasks to (Control): routines that can be Emphasis on automated or standards and delegated to cheap labour processes that enforce or rely heavily Emphasis on on standards (Test-Driven): adapting to emphasis on the circumstances code-focused testing under which by programmers Holistic? Axiomatic the product is (like C-D) developed and used ? ©Thompson information Annotations by Neil Thompson after the Bret Pettichord ppt (blue text), Systems the list in Cem Kaner’s blog December 2006 (black text), and other sources! (red text) Consulting Ltd 29
  • 30. Appendix A: Amendment history UK FIFTH TEST MANAGEMENT SUMMIT 26 Jan 2011 The version presented at Test Management Summit (11:45, Wed 26 Jan 2011, Trafalgar 2 room, Institute of Directors, 116 Pall Mall, London, UK) was v1.1 – this version 1.2 contains amendments since: • slide 26 attribution added • slide 29 key clarified • appendices added: • this Amendment history, plus • the References which follow ©Thompson information Systems Consulting Ltd 30
  • 31. Appendix B: References & acknowledgements UK FIFTH TEST MANAGEMENT SUMMIT 26 Jan 2011 Good • ScoreCards: Enough – Kaplan & Norton; Bournes; Evans; Gupta Quality (+BSC): • Lean & agile: - James Bach, – Toyota; Poppendiecks; Alistair Cockburn; + Kaner & Pettichord David Anderson • Goldratt: Factors affecting – Jens Pas; William Dettmer ; , Greg Daich choices: • Systems Thinking: - Matt Archer – Jerry Weinberg; Dennis Sherwood Colour-coded sources of testing ideas: • Appropriate Testing (ApT) & test entities: - Rob Sabourin – the Software Testing Retreat ©Thompson information • Balance......................... Systems Consulting Ltd 31 31
  • 32. References (further details) UK FIFTH TEST MANAGEMENT SUMMIT 26 Jan 2011 • Kaplan, RS & DP Norton: The Balanced Scorecard – Translating Strategy into Action (Harvard Business School Press 1996)... • Also Strategy Maps (Harvard Business School Press 2004) • Bourne, M & P Bourne: Balanced Scorecard in a Week (Chartered Management Insititute via Hodder Arnold 2002) • Kaner, C, J Bach & B Pettichord: Lessons Learned in Software Testing – a Context- Driven Approach (Wiley 2002) • Evans, I: Achieving Software Quality through Teamwork (Artech House 2004) • Gupta, P: Six Sigma Business Scorecard – Creating a Comprehensive Corporate Performance Measurement System (2nd ed, McGraw Hill 2007) • Liker, JK: The Toyota Way – 14 Management Principles… from the company that invented Lean Production (McGraw Hill 2004) • Poppendieck, M & T Poppendieck: Lean Software Development – an Agile Toolkit (Addison Wesley 2003) • (also same authors, Implementing Lean Software Development – from Concept to Cash (Addison Wesley 2007) • Cockburn, A: Agile Software Development (Addison Wesley 2002) • Anderson, DJ: Agile Management for Software Engineering – Applying the Theory of Constraints for Business Results (Prentice Hall 2004) • Boehm, B & R Turner: Balancing Agility and Discipline ©Thompson (Addison Wesley 2005) information Systems Consulting Ltd 32
  • 33. References (further details cont’d) UK FIFTH TEST MANAGEMENT SUMMIT 26 Jan 2011 • Dettmer, HW: Goldratt’s Theory of Constraints – a Systems Approach to Continuous Improvement (ASQ 1997) • Daich, G: Software Documentation Superstitions (STAREast 2002, http://www.stickyminds.com/s.asp?F=S5857_CP_2 ) • Weinberg, GM: Quality Software Management Vol 1 – Systems Thinking (Dorset House 1992) • Sherwood, D: Seeing the Forest for the Trees – a Manager’s Guide to Applying Systems Thinking (Nicholas Brealey, 2002) • Guckenheimer, S. with Perez, JJ: Software engineering with Microsoft Visual Studio Team System (Addison-Wesley Pearson Education 2006) • Thompson, N & M Smith: Holistic Test Analysis and Design (STARWest 2007, http://www.stickyminds.com/s.asp?F=S13265_CP_2 ) • Smith, M & N Thompson: The Keystone to Support a Generic Test Process – Separating the “What” from the “How” (ICST 2008, http://www2.computer.org/portal/web/csdl/doi/10.1109/ICSTW.2008.46 ) • Thompson, N & M Smith: Value Flow ScoreCards for better strategies, coverage & processes (BCS SIGiST 2008, www.bcs.org/upload/pdf/value-flow-scorecards.pdf • Sabourin, R: Just in Time Testing (course, eg via http://www.testing- solutions.com/library/downloads/e/Enabling%20Test%20Maximisation%20- %20Rob%20Sabourin.pdf ) • Archer, M: A Thinking Framework for Context-Driven Test Documentation (SQC conference London 2008, http://www.ivarjacobson.com/resources/ ©Thompson module/publications_action-download/file_id-190/ information Systems 33 Consulting Ltd 33
  • 34. References: “science” additions UK FIFTH TEST MANAGEMENT SUMMIT Cosmic Ouroboros: 26 Jan 2011 • Glashow, SL: Physics’ Newest Frontiers (interview sketch reproduced by Ferris, T: New York Times Magazine, 1982) • Rees, M: Just Six Numbers – the Deep Forces that Shape the Universe (Weidenfeld & Nicolson 1999 - also see lecture http://www.youtube.com/watch?v=NLc6NEuec3E ) • Primack, JR & Abrams, NE: The View From the Center of the Universe: – Discovering our Extraordinary Place in the Cosmos (Riverhead 2006) Evolution: • Dennett, DC: Darwin’s Dangerous Idea – Evolution & the Meanings of Life (Simon & Schuster 1995) • Smolin, L: The Life of the Cosmos (Oxford University Press 1997) “Individual” sciences (the quote-marks are deliberately tongue-in-cheek): • Mathematical foundations – Penrose, R: The Road to Reality – a Complete Guide to the Laws of the Universe (Jonathan Cape 2004) • Physics – Smolin, L: The Trouble with Physics – the Rise of String Theory, the Fall of a Science and What Comes Next (Houghton Mifflin 2006) • Chemistry – [vacant, candidates sought] • Biology – Dawkins, R: The Extended Phenotype – the Long Reach of the Gene (Oxford University Press 1982) ©Thompson • (jumping to software for now) Kaner, C: Software Testing as a Social Science information (STEP 2008, www.kaner.com/pdfs/KanerSocialScienceSTEP.pdf ) Systems Consulting Ltd 34
  • 35. References: “value” additions UK FIFTH TEST MANAGEMENT SUMMIT 26 Jan 2011 Pirsig, RM: • Zen and the Art of Motorcycle Maintenance – an Inquiry into Values (Bodley Head 1974, also see http://en.wikipedia.org/wiki/Zen_and_the_Art_of_ Motorcycle_Maintenance ) • Lila – an Inquiry into Morals yes, I know about Sam Harris, I’ll get to that in due course (Bantam 1991, also see http://en.wikipedia.org/wiki/Lila:_An_Inquiry_into_ Morals ) ©Thompson information Systems Consulting Ltd 35