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In next 3 min …
Renata Čičman, Tieto
Aistė Stikliūtė, Webmedia


UAT WITH
SALT
The taste of UAT in large projects




  © 2011 Tieto Corporation
Aistė Stikliūtė                Renata Čičman




LinkedIn:http://lt.linkedin.com/in/aistestikliute   LinkedIn: http://lt.linkedin.com/in/renatacicman
                    Blog: http://luni.net84.net/    Blog: http://reci7422.projektas.in
                                                    Twitter: @RenataCicman
IN THE NEXT 30 MIN …

                             COMPLAINTS FINDINGS

                        SARCASM        GOOD EXAMPLES

                            STOLEN IDEAS ADVANTAGES OF
                            LESSONS LEARNED


                                  OUR IDEAS

 © 2011 Tieto Corporation
HOW TO START?
Do not wait for someone to tell You what to do




  Determine company culture and    Collect existing processes
         existing systems               and procedures




                Understand the               Identify
                Business Case     stakeholders, requirements, ri
                                  sks, constraints, assumptions


   © 2011 Tieto Corporation
WHAT TO BE CONSIDERED?

                            Context in which the UAT testing
                            is to be performed

                            Consistency in testing across
                            the testing teams

                            Schedule


                            Methods and
                            techniques, metrics, tools

                            Communication




 © 2011 Tieto Corporation
BEST PRACTICES
There are good practices in
context, but there are no best
practices.

Understand your context and
then make your approach




(Michael Bolton @ DevelopSense,
http://www.developsense.com/presentations/
User%20Acceptance%20Testing%20-
%20STAR%20East%202006.pdf)



     © 2011 Tieto Corporation
ENVIRONMENT –
Human resources
POSSIBLE ON TIME?

 How to make environment come on time:
 • Rehearsals
 • Set up the environment in advance
 • Pre-test the environment
 • Good configuration management is the key!



 © 2011 Tieto Corporation
CASE STUDY
2 environments with different versions of the system
   • Same test data (periodic loads from production)
   • Same schedule
   • No other systems integrated, no other teams involved




  © 2011 Tieto Corporation
HOW MANY /
Human resources
WHAT METRICS TO USE
 Per team / area:
 • Percentage of test cases executed
 • Defects found (per priority/severity)
 • Defects found (per root cause)
 •…




 © 2011 Tieto Corporation
HOW MANY /
WHAT METRICS TO USE
                            How many: depends on what
                            decisions you’ll want to make

                            No ambiguities!


                            Performance metrics?
                            Probably not, but...




 © 2011 Tieto Corporation
CASE STUDY (2 METRICS)




 © 2011 Tieto Corporation
CASE STUDY (MANY METRICS)




 © 2011 Tieto Corporation
TEST CASES: WHO SHOULD
DEFINE?
• Customer knows what’s important to him
• Vendor knows how to use the system
• Solution:
   • customer gives guidelines
   • vendor writes test cases
   • customer can add test cases




  © 2011 Tieto Corporation
HOW TO SELECT WHAT TO TEST?
                                            Critical
                                            success
                    Typical                 factors???
                    scenarios
                                High risk
                                scenarios
                                                         Business
                                                         benefits???

 Existing
 requirement
 documentation




  © 2011 Tieto Corporation
TRAININGS FOR UAT
TEST ANALYSTS

 • Purpose of UAT
 • Ownership of the testing
 • Rely on "End-User" documentation
 • Use of the Testing Tool/Repository
 • Activities involved




 © 2011 Tieto Corporation
SUPPORT FOR UAT
TEST ANALYSTS

 • Inexperienced Testers
 • Compliance Issues
 • Poor Release Control
 • Unstable Test environment
 • Poor Planning
 • Incomplete Test Scripts
 • ...

 © 2011 Tieto Corporation
BUSINESS SUPPORT
FOR TEST ANALYSTS

 • Gaps in requirements
 • 3rd parties performing acceptance testing




 © 2011 Tieto Corporation
‘PILOT’ – THE WAY
TO PREVENT FAILURE

 • Is our UAT strategy working?
 • Are our trainings effective?
 • Gaps in testing scripts? In requirements?!
 • Should we use UAT environment for ‘Pilot’?
 • Should testing results from ‘Pilot’ be considered as part
   of UAT?



 © 2011 Tieto Corporation
PHASES FOR UAT?
                                ITER.        WTF.




 How to split:
 • By functionality to be rolled-out first
 • By resources availability
 When to split:
 • Time frame is long enough
 • By diversity of activities

 What ever approach you choose it must be
 thoroughly planned in advance
 © 2011 Tieto Corporation
CASE STUDY
From staged
                                UAT1     UAT2         UAT3    Reh.        Go-Live
to continuous




                                  UAT2 cont.                 Defects retesting
 UAT1 cont.

                      No env.                  UAT3 cont.


  © 2011 Tieto Corporation
COMMUNICATION
• How to communicate with UAT test analysts?
• How to communicate progress?
• What channels should be used?




   © 2011 Tieto Corporation
DEFECTS TRACKING


 • There shouldn’t be many new defects during UAT.
 • But they need special attention.




 © 2011 Tieto Corporation
DEFECT ANALYSIS

Why we find defects in UAT still?
  • Business-knowledge related defects,
      like missed requirements
  •   Technical issues because of newly
      setup environment
  •   Defects were missed in
      functional testing




   © 2011 Tieto Corporation
POSTPONING FIXES
ACCEPTABLE OR NOT?
• Should UAT defects be of higher
  priority by default?
• When should UAT defects be closed?




   © 2011 Tieto Corporation
CASE STUDY




                              Why these bugs are
                              found only now???!

Why are you testing things                         Why TC that I tested 5 times
 that are not in TC ???                              now suddenly FAILS?!




   © 2011 Tieto Corporation
CHALLENGES

 • Environmental (technical) issues
 • Scope control
 • Business users engagement
 • Plan changes




 © 2011 Tieto Corporation
ENVIRONMENTAL
(TECHNICAL) PROBLEMS
• super-fast communicating
  and escalating
• Rescheduling
• planning pre-prod or prod
  tests
• postponing UAT
• releasing without testing in
  UAT



   © 2011 Tieto Corporation
SCOPE CONTROL


• Keep scope unchanged as much as possible
• Apply bureaucratic view for any potential changes
• Testing scope can be reduced but more often vice
   versa




 © 2011 Tieto Corporation
SCOPE TENDS TO GROW…
© 2011 Tieto Corporation
CASE STUDY
Scope change during UAT preparation




   © 2011 Tieto Corporation
CASE STUDY
Scope change during UAT execution




   © 2011 Tieto Corporation
BUSINESS ENGAGEMENT
Need whipped cream or a whip? :)




                              Vs.




   © 2011 Tieto Corporation
BUSINESS ENGAGEMENT

UAT timeframe vs.
UAT scope vs.
business availability




   © 2011 Tieto Corporation
SIGN-OFF

 • Sign-off time causes sudden diligence :)
 • The key: sign-off strategy confirmed in advance




 © 2011 Tieto Corporation
CONDITIONAL SIGN-OFF

 • Reduces the number of sign-off iterations
 • Planning the follow-up:
       - Due date
       - Resources for verification




  © 2011 Tieto Corporation
YOUR QUESTIONS?
                            Aistė Stikliūtė                Renata Čičman




  LinkedIn:http://lt.linkedin.com/in/aistestikliute        LinkedIn: http://lt.linkedin.com/in/renatacicman
                            Blog: http://luni.net84.net/   Blog: http://reci7422.projektas.in
                                                           Twitter: @RenataCicman




 © 2011 Tieto Corporation

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UAT_in_large_projects

  • 1. In next 3 min … Renata Čičman, Tieto Aistė Stikliūtė, Webmedia UAT WITH SALT The taste of UAT in large projects © 2011 Tieto Corporation
  • 2. Aistė Stikliūtė Renata Čičman LinkedIn:http://lt.linkedin.com/in/aistestikliute LinkedIn: http://lt.linkedin.com/in/renatacicman Blog: http://luni.net84.net/ Blog: http://reci7422.projektas.in Twitter: @RenataCicman
  • 3. IN THE NEXT 30 MIN … COMPLAINTS FINDINGS SARCASM GOOD EXAMPLES STOLEN IDEAS ADVANTAGES OF LESSONS LEARNED OUR IDEAS © 2011 Tieto Corporation
  • 4. HOW TO START? Do not wait for someone to tell You what to do Determine company culture and Collect existing processes existing systems and procedures Understand the Identify Business Case stakeholders, requirements, ri sks, constraints, assumptions © 2011 Tieto Corporation
  • 5. WHAT TO BE CONSIDERED? Context in which the UAT testing is to be performed Consistency in testing across the testing teams Schedule Methods and techniques, metrics, tools Communication © 2011 Tieto Corporation
  • 6. BEST PRACTICES There are good practices in context, but there are no best practices. Understand your context and then make your approach (Michael Bolton @ DevelopSense, http://www.developsense.com/presentations/ User%20Acceptance%20Testing%20- %20STAR%20East%202006.pdf) © 2011 Tieto Corporation
  • 7. ENVIRONMENT – Human resources POSSIBLE ON TIME? How to make environment come on time: • Rehearsals • Set up the environment in advance • Pre-test the environment • Good configuration management is the key! © 2011 Tieto Corporation
  • 8. CASE STUDY 2 environments with different versions of the system • Same test data (periodic loads from production) • Same schedule • No other systems integrated, no other teams involved © 2011 Tieto Corporation
  • 9. HOW MANY / Human resources WHAT METRICS TO USE Per team / area: • Percentage of test cases executed • Defects found (per priority/severity) • Defects found (per root cause) •… © 2011 Tieto Corporation
  • 10. HOW MANY / WHAT METRICS TO USE How many: depends on what decisions you’ll want to make No ambiguities! Performance metrics? Probably not, but... © 2011 Tieto Corporation
  • 11. CASE STUDY (2 METRICS) © 2011 Tieto Corporation
  • 12. CASE STUDY (MANY METRICS) © 2011 Tieto Corporation
  • 13. TEST CASES: WHO SHOULD DEFINE? • Customer knows what’s important to him • Vendor knows how to use the system • Solution: • customer gives guidelines • vendor writes test cases • customer can add test cases © 2011 Tieto Corporation
  • 14. HOW TO SELECT WHAT TO TEST? Critical success Typical factors??? scenarios High risk scenarios Business benefits??? Existing requirement documentation © 2011 Tieto Corporation
  • 15. TRAININGS FOR UAT TEST ANALYSTS • Purpose of UAT • Ownership of the testing • Rely on "End-User" documentation • Use of the Testing Tool/Repository • Activities involved © 2011 Tieto Corporation
  • 16. SUPPORT FOR UAT TEST ANALYSTS • Inexperienced Testers • Compliance Issues • Poor Release Control • Unstable Test environment • Poor Planning • Incomplete Test Scripts • ... © 2011 Tieto Corporation
  • 17. BUSINESS SUPPORT FOR TEST ANALYSTS • Gaps in requirements • 3rd parties performing acceptance testing © 2011 Tieto Corporation
  • 18. ‘PILOT’ – THE WAY TO PREVENT FAILURE • Is our UAT strategy working? • Are our trainings effective? • Gaps in testing scripts? In requirements?! • Should we use UAT environment for ‘Pilot’? • Should testing results from ‘Pilot’ be considered as part of UAT? © 2011 Tieto Corporation
  • 19. PHASES FOR UAT? ITER. WTF. How to split: • By functionality to be rolled-out first • By resources availability When to split: • Time frame is long enough • By diversity of activities What ever approach you choose it must be thoroughly planned in advance © 2011 Tieto Corporation
  • 20. CASE STUDY From staged UAT1 UAT2 UAT3 Reh. Go-Live to continuous UAT2 cont. Defects retesting UAT1 cont. No env. UAT3 cont. © 2011 Tieto Corporation
  • 21. COMMUNICATION • How to communicate with UAT test analysts? • How to communicate progress? • What channels should be used? © 2011 Tieto Corporation
  • 22. DEFECTS TRACKING • There shouldn’t be many new defects during UAT. • But they need special attention. © 2011 Tieto Corporation
  • 23. DEFECT ANALYSIS Why we find defects in UAT still? • Business-knowledge related defects, like missed requirements • Technical issues because of newly setup environment • Defects were missed in functional testing © 2011 Tieto Corporation
  • 24. POSTPONING FIXES ACCEPTABLE OR NOT? • Should UAT defects be of higher priority by default? • When should UAT defects be closed? © 2011 Tieto Corporation
  • 25. CASE STUDY Why these bugs are found only now???! Why are you testing things Why TC that I tested 5 times that are not in TC ??? now suddenly FAILS?! © 2011 Tieto Corporation
  • 26. CHALLENGES • Environmental (technical) issues • Scope control • Business users engagement • Plan changes © 2011 Tieto Corporation
  • 27. ENVIRONMENTAL (TECHNICAL) PROBLEMS • super-fast communicating and escalating • Rescheduling • planning pre-prod or prod tests • postponing UAT • releasing without testing in UAT © 2011 Tieto Corporation
  • 28. SCOPE CONTROL • Keep scope unchanged as much as possible • Apply bureaucratic view for any potential changes • Testing scope can be reduced but more often vice versa © 2011 Tieto Corporation
  • 29. SCOPE TENDS TO GROW… © 2011 Tieto Corporation
  • 30. CASE STUDY Scope change during UAT preparation © 2011 Tieto Corporation
  • 31. CASE STUDY Scope change during UAT execution © 2011 Tieto Corporation
  • 32. BUSINESS ENGAGEMENT Need whipped cream or a whip? :) Vs. © 2011 Tieto Corporation
  • 33. BUSINESS ENGAGEMENT UAT timeframe vs. UAT scope vs. business availability © 2011 Tieto Corporation
  • 34. SIGN-OFF • Sign-off time causes sudden diligence :) • The key: sign-off strategy confirmed in advance © 2011 Tieto Corporation
  • 35. CONDITIONAL SIGN-OFF • Reduces the number of sign-off iterations • Planning the follow-up: - Due date - Resources for verification © 2011 Tieto Corporation
  • 36. YOUR QUESTIONS? Aistė Stikliūtė Renata Čičman LinkedIn:http://lt.linkedin.com/in/aistestikliute LinkedIn: http://lt.linkedin.com/in/renatacicman Blog: http://luni.net84.net/ Blog: http://reci7422.projektas.in Twitter: @RenataCicman © 2011 Tieto Corporation