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Whitepaper
IBM Global Business Services Application Management Services
Next Generation Testing
Application Management Services 3
Introduction
As business application development becomes more dynamic,
distributed and component-based, new approaches are needed
in testing to help business applications deliver on the
demanding needs of the business. IBM has seen that testing—
frequently mistakenly viewed as adding little business value—
often consumes a minimum of 25 percent to as much as 50
percent of the time and cost associated with the typical
application life cycle.
Testing clearly has taken on an increasingly important role in
application development and is one of the biggest drivers of
overall development cost and quality. A new approach to
testing is needed to address these challenges—one that is
linked across the life cycle, which gathers information and uses
this information to model and predict outcomes in order to
guide intelligent action. Such an approach would help to
answer the following questions:
•	 How do we determine the quality of our testing effort?
•	 Are we getting our money’s worth out of testing?
•	 Are we doing too much or too little testing?
•	 How can we shift more of our investment to earlier project
phases, including development?
•	 Will an increased testing investment drive any further
improvement in quality?
•	 Our budget was cut—so what testing should we eliminate?
What impact will it have on application production quality?
Next Generation Testing
Next Generation Testing represents how testing must evolve to
address these challenges across the development life cycle. It is
driven by four factors: cost reduction, quality improvement,
risk management, and schedule acceleration. By focusing only
on a single factor or fewer than all four factors, one’s view of
the cost and value of testing can become distorted. A total view
is required—one that looks at all four factors along with the
impacts and relationships each has on one another.
At the core of the Next Generation Testing is data. Data is
mined, analytics are applied, and insights are delivered. These
practices lead to intelligent action that can be taken to enable
change. Change is the imperative—acting on how we organize;
what tools, methods and technologies we use; and what models
become most influential in achieving our goals. It is also a main
reason why we need more meaningful data in order to help
predict and plan.
As change forces companies to adapt, organizations are
developing new ways of working to manage change and
balance the key factors of cost reduction, quality improvement,
risk management, and schedule acceleration.
Figure 1: Factors driving Next Generation Testing
Next Generation Testing can help
organizations drive dramatic reductions in
cost and schedule while improving overall
quality and lowering business risk.
Proces
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DATA
INSIGHTS
1Cost Reduction
2Quality Improvement
3 Risk Management
4 Schedule Acceleration
- Leverage leading test practices -
Test UtilityTest Center of ExcellenceStaff Augmentation
Figure 1
4 Next Generation Testing
Figure 2
Business cost
Test cost
Defect fix cost
$2,125,812
$911,260
$10,240,335
Cost Overview
(Total: $13,277,407)
Cost Overview
(Total: $20,653,285)
Schedule: 89 days
Environment: 14 days
Schedule: 37 days
Environment: 5 hrs
Business cost
Test cost
Defect fix cost
$4,634,271
$1,579,838
$14,439,176
35%+
Cost Reduction
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INSIGHTS Cost Reduction
Figure 2: Client example of Next Generation Testing
As an example, Figure 2 illustrates work done for a client that
applied this approach using IBM’s methodologies for defect
correction. Their total cost due to defects, including the effort
to test and the associated business impact from defects, was in
excess of US$20 million. By having IBM apply innovative
techniques to reduce the number of defects, the client
identified the potential for 35 percent cost reduction and
greater than 40 percent schedule acceleration.
In the client example in Figure 2, you see that although the
cost of testing only went down by US$600,000, the overall
cost—including the cost of fixing defects—was reduced by over
US$7 million. This represents a new way to understand the
real costs and impacts of testing, and a more insightful way to
present this information to executives.
IBM believes it is critical to structure a Next Generation
Testing Architecture across five layers: Data Intelligence,
Simulation/Forecasting, Execution, Management, and
Infrastructure.
IBM believes it is critical to structure a
Next Generation Testing architecture across
five layers: Data Intelligence, Simulation/
Forecasting, Execution, Management, and
Infrastructure.
Application Management Services 5
Most testing tools available today have focused on the
execution and management levers for functions such as test
case management and execution and defect management. IBM
believes the Next Generation Testing will drive significant
improvements in quality and cost reduction by incorporating
new tools across the entire architecture. IBM is developing
capabilities that will allow clients to extend their capabilities to
understand, plan, simulate, forecast, execute, and manage testing.
Progression toward a Test Utility
IBM has seen an evolution in client objectives when pursuing
testing services engagement models. Initially, most clients
purchased test services in a staff augmentation mode as
depicted on the left hand side of Figure 3.
In the staff augmentation model, the client directs the testing
efforts and the benefits are based purely on labor arbitrage.
Expected savings for this model range from 10 percent to 20
percent of overall costs. Typically, there is no transformation
included in this model.
Figure 3: Service engagement models
In the last few years, IBM has seen a transition toward the Test
Center of Excellence (TCOE) model, which is represented in
the middle of Figure 3. The TCOE model is typically a
managed services model where committed service levels and
performance indicators drive the provider’s focus to the service
delivered instead of just the resources delivering the service.
This model is very effective in delivering high quality test
services and is a model that supports the transformation of the
client’s testing models. Savings with this model often range
from 15 percent to 30 percent.
In the future, we see a move to a next generation model where
the Test Utility will focus on providing services in an outcome-
based pricing model—where a definable, repeatable and
predictable “unit price” for test work can be put in place for
services that are delivered through an on demand provisioning
approach. This model is really an extension of the TCOE
model, offering clients more flexibility. This will allow clients
to closely correlate their testing spend to their actual test
usage. As a client moves from staff augmentation to TCOE to
a Test Utility, the potential cost improvements that can be
expected increase as shown at the bottom of Figure 3.
Organizations are growing more and more complex, with
numerous departments, vendors and locales. From a testing
perspective, this complexity needs to be managed and
coordinated into one smoothly operating, reliable test
management system. A TCOE model provides a basis for
effective standardization and communication across the testing
organizations, the business units and ultimately for the end
users and clients.
IBM’s TCOE model is driven by a common governance
structure, methodology, tools, and processes. The TCOE model
utilizes a factory method for execution, driving standardization
across testing. It will perform critical change management from
a test perspective and act as the focal point for change. It will
promote key best practices across test management and
execution such as forecasting, estimation, and upfront code
analysis. It will also be the conduit to explore and pilot new
Figure 4
Tools Innovation
Resource provision
Provider A Provider B
Project A
Charging based on T/M or
fixed price
Cost benefit
10% - 20%
Project B
Staff Augmentation
Client
Test
Charging based on outcome and usageCharging based on fixed price
15% - 30%
25% - 35%
Test Center of Excellence Test Utility
Client
Provider
Resource allocation
Projects A : B : C : Ongoing
Test
Test
Test
Client Business Units
Workflow
Work Units
Service provision
Test Factory
On demand service provision
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Core Team
Flex Team
Resource
utilization
6 Next Generation Testing
Organizations are growing
more and more complex,
with numerous departments,
vendors and locales. From a
testing perspective, this
complexity needs to be
managed and coordinated into
one smoothly operating, reliable
test management system.
Application Management Services 7
innovative methods. The TCOE can provide a flexible
execution model that can be ramped up and down depending
on the business demands. Figure 4 illustrates a successful
TCOE model that IBM has implemented for one of its clients.
This banking client faced several testing technology issues. They
were experiencing unreasonably high operational cost and the
quality of the output was often compromised due to variations in
their processes. Their primary objectives were to reduce the cost
of quality, improve the application quality and time to market,
increase test transparency, and free up internal resources.
IBM’s testing solution provides managed testing services via a test
factory in a two-tier model in Bangalore, India; test automation
via Rational tool suite; and continuous innovation injection
through working closely with IBM Research. It also provides an
accelerated and phased approach to transforming current
methods, processes, and tools into an industrialized approach.
The solution targets to achieve the following results:
•	 On demand resource model (40 percent core team, 60 percent
flexible resources)
•	 Ninety percent of worked performed off-shore
•	 Productivity improvements through 50 percent to 70 percent
test automation and use of Rational tool suite
•	 Unit-based pricing (“test case-based”)
•	 Factory performance measured by 20 service level agreements
Figure 5
Infrastructure
Core
Flex
Country 1
IBM On-site
Test Management
Testing Lead
Strategic
Governance
Test Center A
Functional
Operational
Business Tester
Test Engineer
Measurements(SPI)
IBM On-site
Testing Lead
Test Center B
Business Tester
Test Engineer
Testing Services
Testing Tester
Testing Engineer
Client Test Services
Test Factory Input Ouput Input Ouput
Test Management
Country 1 Country 2 Country 3 Country 4
Assets
Unitbasedpricing
Figure 4: Global financial institution implements Test Center of Excellence
8 Next Generation Testing
With an implementation of a TCOE, a client should realize
the following benefits:
•	 Client management to focus on outcomes instead of test execution
•	 An on-shore model that allows direct responses to urgent
project demands
•	 Access to a scalable and flexible resource pool to meet peaks
and valleys
•	 Centralized harvesting of knowledge and retention of
intellectual property
•	 A single test owner to provide a uniform process, efficiency
improvements, consolidated test communications, and
reduced administration overhead
•	 Recruitment effort transfer to partner and increased staff retention
•	 Higher test system utilization
IBM believes that a number of essential elements should be a
basis for the TCOE model. These include:
•	 Professional Certification Metrics Management / Service
Level Agreement (SLA)
•	 Factory Automation
•	 Test team independent of Development team
•	 Business Process testing (applicable to User Acceptance
Testing (UAT)
•	 Testing as a profession
•	 Knowledge Management
•	 Virtualization
•	 Delivery Excellence
•	 Requirements Traceability
•	 Vendor Management
•	 Resource Capacity Management
•	 Test Automation
•	 Consolidation of Test Cases
•	 Periodic Self-Assessments
•	 Global Delivery
•	 Regression Testing
•	 Lab Management
•	 Risk-Based Testing
•	 Requirements-Based Testing
•	 Data Security
•	 Test Coverage
However, in the TCOE model from IBM, additional IBM
unique best practices are integrated through IBM Total Test
Quality to further enhance the benefits that are achievable by
the client. These include utilizing research technology from
IBM Research and patented methods to further enhance quality.
Some of these practices are described in the next sections.
Test Strategy
Historically, test strategy work has always been more of an art
than a science. It is very dependent on having a strong test
architect who understands all aspects of the program/project
that need to be tested. It is important to utilize intelligence and
automation to generate key aspects of the strategy.
The test strategy needs to answer key business questions such as:
•	 How can I determine the quality of my testing effort?
•	 My budget was just cut—what testing should I eliminate?
What impact will it have on application production quality?
•	 Am I getting my money’s worth out of testing?
•	 Am I doing too much or too little testing?
The creation of a test strategy can be both standardized and
automated. The key theme is the power of using information
to execute testing in a more intelligent fashion. The test
strategy needs to be developed on an architecture that utilizes
data intelligence and forecasting to provide accurate prediction
of defects across the life cycle. This intelligence needs to be
integrated with an execution architecture that moves defect
identification earlier in the life cycle to provide the most
effective use of resources.
Application Management Services 9
IBM has developed a tool called the Test Planning and
Optimization Workbench (TPOW) that will help a client
determine the optimal amount of testing and answer key
questions such as “If we extend testing by one month, what will
the improvement be in overall quality as measured by size of
the maintenance team required, predicted severity level one
and two problems, and application availability?” Using
empirical data collected over the years in conjunction with
defect reduction experience and patented processes, IBM can
predict forward and backward defects by life cycle phase.
This technology is critical in helping clients determine the right
level of testing. Cost savings can be significant through reduction
in schedules and elimination of problems reaching production,
while also driving significant improvements in quality.
Risk-Based Testing and Test Optimization
Test organizations frequently face challenges to reduce costs
and shorten schedules, while detecting defects before
applications are implemented in production. Risk-based testing
embraces a set of practices that help identify the business,
technical and management risks associated with project
requirements, and the software components of the system.
Through structured annotations and rules-driven risk classification
and assessment, IBM’s test planning tools capture the risks
associated with requirements, design and development artifacts.
Captured risks will be used as inputs to the automated and manual
creation and validation of test strategies, test plans, and test cases.
These risks help determine the level and types of quality
assurance needed for each requirement and technical
component. Testing policies and goals can be defined by risk
category and used in the creation of the test strategies, plans,
and cases. The testing policies and goals help define the
reviews, inspections, and tests for artifacts across the life cycle.
This traceability between the requirements, code, and test
artifacts also enables a key feature of risk-based testing. When
testing costs and schedules need to be reduced to meet external
constraints, risk-based test planning tools can give greater
priority to the tests addressing higher risk requirements and
components, and meet the constraints by skipping tests that
address lower risk items.
Test optimization provides additional capabilities to reduce the
cost and schedule of testing efforts. Test optimization focuses on:
•	 Identifying tests that are overlapping or redundant,
•	 Using combinatorial analysis to minimize the number of test
scenarios and configurations needed to identify defects, and
•	 Streamlining the execution of test suites using techniques such
as intelligent selection to minimize test datasets from
production data.
Test optimization from IBM covers a broad range of
disciplines, including test automation, test coverage data
collection and analysis, mathematical optimization and
analytics, and data profiling and masking.
Key to the success of risk-based testing and test optimization is
the use of tools that span the life cycle—from project initiation
through production. The linkage of requirements, design and
development tools with test management and test execution tools
make it possible to create and refine test strategies and plans that
can be updated with the latest status and can be re-planned on an
as-needed basis to respond to changes in cost and schedule.
IBM has developed a factory-based model for
application development and maintenance
called Application Assembly Optimization,
where the standardization of the inputs and
outputs provides flexibility for the testing
model to be used independently or in
conjunction with the development factory.
10 Next Generation Testing
Within this approach, the standardization enables the
utilization of multiple geographical locations in a seamless
manner, as they all use uniform processes, methods, and tools.
The focus on a common model and tools also provides an
increased ability to build the base of experience and facilitate
benchmarking projects against each other.
Quality of Test Process Inputs
A TCOE should utilize a standardized model for inputs and outputs.
This factory model has shown significant benefits for many
organizations:
•	 Faster response to business needs and visibility to delivery
execution
•	 Improved time to market
•	 Quality and productivity improvements in the range of 10
percent to 15 percent based on initial findings
•	 Dynamic mobility of work that drives lower development
cost and risk
•	 Resource availability to match the client needs
Defect Management
Effective defect management is driven by the following two
primary, but distinctly different focuses:
Management – the process by which defects are uncovered
and resolved as efficiently as possible, while meeting the
delivery schedule and analysis needs.
Analysis – the process by which defects are studied to yield
useful information about weaknesses across the project life
cycle, so future projects can both remove defects earlier and
prevent as many as possible from occurring.
Adoption of common
process, methods
and tools across
projects and delivery
centers
Employs a shared
delivery pool of
practitioners across
delivery centers,
improving the
productive utilization
Well defined roles,
metrics, tracking and
communication for
global governance
“Factory style”
competencies in
ensuring repeatable
delivery
Mandates usage of
assets and
accelerators as part of
the process
A metrics and
measurement system
to drive efficiency and
productivity gains
Central asset
Repository
Central asset
Repository
E2E
measurement
and status
E2E
measurement
and status
Well defined
Roles
leveraging
tooling for
automation
Well defined
Roles
leveraging
tooling for
automation
Uniform Process,
Methods & Tools
Uniform Process,
Methods & Tools
Figure 5: Application Assembly Optimization for “industrialized delivery” of testing services
Application Management Services 11
Unfortunately, defect management is often overlooked as an
area in testing that needs a concrete management system and
process in place at the start of a testing phase. Frequently,
projects only focus on developing the test plan, the test cases and
scripts, and the plan execution curve to complete the test cases
and scripts. This approach tends to assume that by managing
execution, defects will automatically be handled optimally. Many
projects do not staff Defect Managers, assuming that the Test
Lead will absorb any responsibilities in this area during
execution. However, in practice, especially in complex system
integration projects, this approach is often a disaster waiting to
happen. None of this test execution preparation, for example,
will help a project understand the consequences of a growing
defect backlog or, at what point, that backlog will bring an entire
test effort to a complete standstill.
IBM leverages a unique, full life cycle approach to defect
analysis called the Defect Reduction Method™. With this
approach to analysis, we can identify strengths and weaknesses
across key risk and quality areas: Test Effectiveness, Test
Design Effectiveness (which evaluates whether the test is
adequately thorough/comprehensive), System and Code
Stability, Functional Completeness, and overall Code Quality,
including an analysis of where defects are being injected across
the life cycle.
This model draws upon many years of project data so that we
can tailor expected results to the industry, test phase, and type
of testing (product versus system integration) in order to
compare actual results against a best practice expectation. This
enables projects to develop specific improvement plans that
yield reliable, significant reductions in defect rates. Figure 6
illustrates the effect the Defect Reduction Method can have on
the defect rate for projects that track, standardize, and
implement defect prevention techniques.
Figure 6: Data links application quality with defect analysis methods
Reducing Test Cases
During system test or system integration test, many clients
develop regression test cases that they run as part of the test
process. Over time, the number of regression test cases
increases due to new requirements and the amount of time
required to execute these tests grows as well. In most instances,
it is not necessary to run the full suite of regression test cases.
Most releases only change a subset of the applications within
the portfolio (10 percent to 50 percent based on size and
complexity of the changes).
By identifying only those applications that have been modified,
along with their related components, organizations can reduce
the number of test cases executed, resulting in schedule
acceleration. In some cases, the numbers of test cases in system
test and in systems integration testing have been reduced by as
much as 50 percent and 30 percent, respectively.
Automation
IBM’s perspective on test automation covers all aspects of the
testing program and makes use of tools specifically designed to
support the use cases for modern application development.
Figure 9
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Quality Improvement
No tracking Tracking Analysis Standardization Prevention
DefectRate
Development
18m
Time
$45M (cost)
GA
Cycle Production
Invalid
Data
Environment
40%
7%
15%
DefectRate
Development
12m
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$22M savings
GA
Cycle Production
Invalid
Data
Environment
32%
3%
6%
DefectRate
Development
6m
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$37.8M savings
GA
Cycle Production
Invalid
Data
Environment
15%
1.5%
3%
12 Next Generation Testing
One of the most important features is that the requirements,
test, and defect management tools are integrated to facilitate
automated requirements traceability.
IBM has developed a suite of automation starter solutions that
bring IBM Rational tools together with professional testing
services to set up and apply the tools for Test Management,
Functional Testing, Performance Testing, and Life Cycle
Testing. These technologies are a combination of software
products from Rational such as Quality Manager as well as
research tools and infrastructure capabilities such as the IBM
Smart Business Development and Test Cloud.
In terms of automating functional testing, the strategy
typically employed is to identify candidates based on an
assessment of the areas of highest risk to the business and the
most stable areas of the software. To maximize the value of
automation, it is important that the maintenance of scripts be
minimized, which is best done by focusing effort on the areas
of the application that are the most stable. Developing an
automation framework is important in order to maximize the
reusability of scripts. It is important to remember that not
everything can be automated and that the automation strategy
maintain focus on what is necessary and prioritize the
automation effort.
Given that it is best to automate features that are business
critical and stable, there tends to be a significant correlation
between regression test candidates and automated test
candidates. The benefit of automating regression testing is
that the test team can focus its effort on new and changed
functionality while not sacrificing test coverage in regression.
Under the right conditions, this can enable the test team to
effectively test more functionalities in less time.
Test Environment Management
The structure and design of business applications are changing
from monolithic to more dynamic, distributed, and component-
based. IT needs to be more responsive to business changes,
while business is demanding software that is easier to use, more
flexible, and more connected to real time data. There are many
challenges to make applications deliver on the demanding needs
of the business. Test and delivery of these applications is rising in
importance to become a very critical function for many
enterprises. The problem is that most organizations are stuck
testing applications the old way—with manual user interface
(UI) testing, manual validation, and physical test environments—
and they simply do not work or cannot keep up with complex,
distributed, multi-tier applications.
There are many environment issues inherent with today’s
testing practices, including the following:
•	 30 percent to 50 percent of all servers within a typical IT
environment are dedicated to test.
•	 Most test servers run at less than 10 percent utilization.
•	 IT staff report a top challenge is finding available resources to
perform tests in order to move new applications into production.
•	 Approximately 30 percent of defects are caused by wrongly
configured test environments.
•	 Testing backlog is often very long and the single largest factor in
the delay of new application deployments.
•	 Test environments are seen as expensive and providing little real
business value.
Cloud Computing in the Test Environment
Cloud computing has emerged as a style of IT delivery in
which applications, data, and IT resources are rapidly
provisioned and provided as standardized offerings to users
over the Web in a flexible pricing model.
Application Management Services 13
Within the test environment, cloud
computing is rapidly becoming an element
of Next Generation Testing that can help
create faster, less expensive methods of
testing by enabling more parallel
development across interdependent teams
without dependencies on back-end systems
and data stores.
Moving application testing to a cloud-computing environment
provides the following benefits:
•	 Reduced capital expenses – By provisioning test servers on
demand and making sure unused servers are re-provisioned,
you can maximize capital usage.
•	 Reduced operating expenses – By automating the
provisioning of test resources, you attack a key variable cost
that has an impact on your bottom line—IT labor costs.
This capability allows you to redirect key resources from
manual configuration activities to more mission-critical and
value-added tasks.
•	 Reduced test cycle time – The development and test cycle is
a critical path to innovation and the market. Decreasing cycle
time directly drives time to market and competitiveness.
Application Virtualization
Application virtualization can help lower quality assurance
costs, shorten release cycles, reduce risks, and eliminate critical
development and testing constraints by virtualizing IT
resources to provide on demand accessibility and capacity for
teams across the entire software life cycle. It helps clients
optimize their software test and delivery life cycle for greater
quality and agility in an environment of constant change by
simulating the behavior of a physical asset in a software
emulator and hosting that emulator in a virtual environment.
Application virtualization models the behavior of the system
under test and stores the model and behavior in a virtual
environment for later testing. Application virtualization can
customize multiple virtual test environments that can provide
productivity and time-to-market gains by enabling more
parallel development across interdependent teams. Application
virtualization reduces or eliminates infrastructure costs for test
labs, test harnesses, responders and mockups, including
hardware, software licenses, and configuration costs.
The following are the additional benefits of application
virtualization:
•	 Provides the ability to rapidly create multiple virtual test
environments customized for development and testing teams
•	 Provides testing teams with 24/7 availability for testing, as needed,
without dependencies on back-end systems and data stores
•	 Delivers realistic simulated development and test environments
at a fraction of the cost of physical server environments
•	 Provides testing teams the ability to test more thoroughly
throughout the life cycle without worrying about data or
service availability
•	 Shortens release cycles, reduces risks, and eliminates critical
development and testing constraints by virtualizing IT resources
Test Tool Management
IBM Testing Services’ approach to test tool management
recognizes that a client may use a variety of tools across its
software development life cycle. IBM’s approach to tool
management is aligned with the roles, processes, and work
products used in our methodologies.
Tools to support testing include not only test management and
test execution tools, but also automation for test environment
creation, test data creation and management, and requirements
and modeling. IBM uses a combination of internal and
commercially available tools and integrates, as needed, with the
tools used by our clients.
14 Next Generation Testing
IBM’s approach to test tools management also recognizes that
there are often unique challenges and opportunities for the
creation of new tools that directly address the problems faced by
a client. IBM Testing Services draws upon the capabilities of IBM
Research to create innovative solutions to difficult challenges in
testing that are not addressed by commercially available tools.
Performance Engineering and Management
Any successful, well-designed system is going to have
comprehensive nonfunctional requirements that represent
those system requirements that go beyond the functional
requirements and specify the operational aspects of a system
such as recoverability, availability, capacity, and performance.
Performance engineering is a technical discipline employed on
development projects to provide that a system meets a pre-
specified set of performance objectives by applying specialized
performance estimation and design skills to the system
architecture. In addition, performance engineering manages
risks associated with many of the nonfunctional requirements.
Because performance is often a defining factor to the success of
a system, relying on performance test alone to address
performance concerns is often “too little, too late”.
Performance engineering proactively addresses performance at
the project’s outset to provide that the system meets its
requirements and expectations.
IBM implements performance engineering on development
projects using the Performance Engineering and Management
Method (PEMM) that is comprised of eight overlapping phases:
•	Requirements and Early Design – completing PE activities in
the earliest part of the project to meet performance and capacity
requirements are well defined and assessed at the outset
•	“Volumetrics” – analyzing the quantitative factors, both
business and technical, that will affect system performance
•	Estimation and Modeling – estimating and validating the
performance and capacity of a solution
•	Technology Research – determining previously unknown
performance characteristics of selected solution components
•	Design, Development, and Tracking – conducting
performance engineering activities during the development
life cycle, including supporting design and code reviews, and
establishing performance time or resource utilization budgets
•	Performance Testing and Validation – testing and
assessing the performance of the live solution, usually by an
independent performance test team
•	Live Monitoring and Capacity Management – managing
performance and capacity of the deployed solution in
production, using monitoring tools and processes and SLAs
•	Risk and Performance Management – reducing risks
related to performance and identifying, assessing and
addressing capacity
Summary
As change forces companies to adapt, organizations seek to
balance cost reduction, quality improvement, risk management,
and schedule acceleration.
IBM’s Total Test Quality approach defines
how IBM is approaching the new requirements
posed by Next Generation Testing. This
transformative approach combines IBM
Testing Services with comprehensive
automation from IBM Software and cutting-
edge innovation from IBM Research to help
lower business risk and reduce life cycle
development schedule and cost, while
improving overall application quality by helping
organizations simulate, predict, plan and
achieve their unique balance of requirements.
Through innovative test architecture that combines a
comprehensive suite of automation technology and cutting-
edge innovation from IBM Research, IBM Testing Services can
help provide the linkage between execution, management,
infrastructure, data intelligence, and simulation/forecasting.
IBM believes this is a breakthrough approach to application
testing and a key component of world-class application
development and management.
For more information
To learn more about IBM Testing Services, contact an IBM
representative or visit: ibm.com/services/ams
About the Authors
Steven Kagan is the global leader for Application Management
Services Offerings and Competencies. His responsibilities
include global offering management for Application
Management Services, including Application Outsourcing,
Business Application Modernization and IBM Testing Services.
Steve’s 25 years of experience with IBM include leading services
practices and launching new business ventures within IBM. He
has helped build these businesses by leveraging customer
relationships, developing intellectual capital, and integrating
cross-IBM capabilities into focused customer solutions. His
mission has been the creation and deployment of strategies that
substantially increase IBM’s service market share by providing
measurable results for clients. He continues to consult with
analysts and clients worldwide and coordinate the work efforts
of thousands of professionals globally.
Martin Rolek is the Global Offering Executive for IBM
Testing Services. He is responsible for the development of new
test offerings, industry-leading innovations, and advanced test
optimizers.
Marty has over 30 years experience in business systems and IT
management, IT and business process outsourcing and strategy
consulting. He has led large global engagements in both sales
and delivery roles, including application development, package
implementation, and legacy application transformation
projects, as well as large IT and business process outsourcing
engagements. Marty has guided the development of IBM
methodologies for legacy application transformation, full life
cycle testing and application development effectiveness,
training of IBM services and consulting professionals, and
establishment of Center(s) of Excellence worldwide.
Steve Kagan
IBM Global Business Services
Vice President, Application
Management Services Offerings
and Competencies
smkagan@us.ibm.com
Martin Rolek
IBM Global Business Services
Director, Global Test Offerings
msrolek@us.ibm.com
© Copyright IBM Corporation 2010
IBM Global Services
Route 100
Somers, NY 10589
U.S.A.
Produced in the United States of America
September 2010
All Rights Reserved
IBM, the IBM logo and ibm.com are trademarks or registered trademarks
of International Business Machines Corporation in the United States, other
countries, or both. If these and other IBM trademarked terms are marked
on their first occurrence in this information with a trademark symbol
(® or ™), these symbols indicate U.S. registered or common law
trademarks owned by IBM at the time this information was published. Such
trademarks may also be registered or common law trademarks in other
countries. A current list of IBM trademarks is available on the Web at
“Copyright and trademark information” at ibm.com/legal/copytrade.shtml
Other company, product and service names may be trademarks or service
marks of others.
References in this publication to IBM products and services do not
imply that IBM intends to make them available in all countries in which
IBM operates.
Please Recycle
GBW03121-USEN-00

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Next Generation Testing

  • 1. Whitepaper IBM Global Business Services Application Management Services Next Generation Testing
  • 2.
  • 3. Application Management Services 3 Introduction As business application development becomes more dynamic, distributed and component-based, new approaches are needed in testing to help business applications deliver on the demanding needs of the business. IBM has seen that testing— frequently mistakenly viewed as adding little business value— often consumes a minimum of 25 percent to as much as 50 percent of the time and cost associated with the typical application life cycle. Testing clearly has taken on an increasingly important role in application development and is one of the biggest drivers of overall development cost and quality. A new approach to testing is needed to address these challenges—one that is linked across the life cycle, which gathers information and uses this information to model and predict outcomes in order to guide intelligent action. Such an approach would help to answer the following questions: • How do we determine the quality of our testing effort? • Are we getting our money’s worth out of testing? • Are we doing too much or too little testing? • How can we shift more of our investment to earlier project phases, including development? • Will an increased testing investment drive any further improvement in quality? • Our budget was cut—so what testing should we eliminate? What impact will it have on application production quality? Next Generation Testing Next Generation Testing represents how testing must evolve to address these challenges across the development life cycle. It is driven by four factors: cost reduction, quality improvement, risk management, and schedule acceleration. By focusing only on a single factor or fewer than all four factors, one’s view of the cost and value of testing can become distorted. A total view is required—one that looks at all four factors along with the impacts and relationships each has on one another. At the core of the Next Generation Testing is data. Data is mined, analytics are applied, and insights are delivered. These practices lead to intelligent action that can be taken to enable change. Change is the imperative—acting on how we organize; what tools, methods and technologies we use; and what models become most influential in achieving our goals. It is also a main reason why we need more meaningful data in order to help predict and plan. As change forces companies to adapt, organizations are developing new ways of working to manage change and balance the key factors of cost reduction, quality improvement, risk management, and schedule acceleration. Figure 1: Factors driving Next Generation Testing Next Generation Testing can help organizations drive dramatic reductions in cost and schedule while improving overall quality and lowering business risk. Proces s : M e t h o d s T e c hnology:Autom a tion People : S kills N e x t G e n e r a t i o n N e xt Generatio n C h a n g e Change DATA INSIGHTS 1Cost Reduction 2Quality Improvement 3 Risk Management 4 Schedule Acceleration - Leverage leading test practices - Test UtilityTest Center of ExcellenceStaff Augmentation Figure 1
  • 4. 4 Next Generation Testing Figure 2 Business cost Test cost Defect fix cost $2,125,812 $911,260 $10,240,335 Cost Overview (Total: $13,277,407) Cost Overview (Total: $20,653,285) Schedule: 89 days Environment: 14 days Schedule: 37 days Environment: 5 hrs Business cost Test cost Defect fix cost $4,634,271 $1,579,838 $14,439,176 35%+ Cost Reduction Proces s : M e t h o d s T e c hnology:Auto m a tion People : S kills N e x t G e n e r a t i o n N e xt Generatio n C h a n g e Change DATA INSIGHTS Cost Reduction Figure 2: Client example of Next Generation Testing As an example, Figure 2 illustrates work done for a client that applied this approach using IBM’s methodologies for defect correction. Their total cost due to defects, including the effort to test and the associated business impact from defects, was in excess of US$20 million. By having IBM apply innovative techniques to reduce the number of defects, the client identified the potential for 35 percent cost reduction and greater than 40 percent schedule acceleration. In the client example in Figure 2, you see that although the cost of testing only went down by US$600,000, the overall cost—including the cost of fixing defects—was reduced by over US$7 million. This represents a new way to understand the real costs and impacts of testing, and a more insightful way to present this information to executives. IBM believes it is critical to structure a Next Generation Testing Architecture across five layers: Data Intelligence, Simulation/Forecasting, Execution, Management, and Infrastructure. IBM believes it is critical to structure a Next Generation Testing architecture across five layers: Data Intelligence, Simulation/ Forecasting, Execution, Management, and Infrastructure.
  • 5. Application Management Services 5 Most testing tools available today have focused on the execution and management levers for functions such as test case management and execution and defect management. IBM believes the Next Generation Testing will drive significant improvements in quality and cost reduction by incorporating new tools across the entire architecture. IBM is developing capabilities that will allow clients to extend their capabilities to understand, plan, simulate, forecast, execute, and manage testing. Progression toward a Test Utility IBM has seen an evolution in client objectives when pursuing testing services engagement models. Initially, most clients purchased test services in a staff augmentation mode as depicted on the left hand side of Figure 3. In the staff augmentation model, the client directs the testing efforts and the benefits are based purely on labor arbitrage. Expected savings for this model range from 10 percent to 20 percent of overall costs. Typically, there is no transformation included in this model. Figure 3: Service engagement models In the last few years, IBM has seen a transition toward the Test Center of Excellence (TCOE) model, which is represented in the middle of Figure 3. The TCOE model is typically a managed services model where committed service levels and performance indicators drive the provider’s focus to the service delivered instead of just the resources delivering the service. This model is very effective in delivering high quality test services and is a model that supports the transformation of the client’s testing models. Savings with this model often range from 15 percent to 30 percent. In the future, we see a move to a next generation model where the Test Utility will focus on providing services in an outcome- based pricing model—where a definable, repeatable and predictable “unit price” for test work can be put in place for services that are delivered through an on demand provisioning approach. This model is really an extension of the TCOE model, offering clients more flexibility. This will allow clients to closely correlate their testing spend to their actual test usage. As a client moves from staff augmentation to TCOE to a Test Utility, the potential cost improvements that can be expected increase as shown at the bottom of Figure 3. Organizations are growing more and more complex, with numerous departments, vendors and locales. From a testing perspective, this complexity needs to be managed and coordinated into one smoothly operating, reliable test management system. A TCOE model provides a basis for effective standardization and communication across the testing organizations, the business units and ultimately for the end users and clients. IBM’s TCOE model is driven by a common governance structure, methodology, tools, and processes. The TCOE model utilizes a factory method for execution, driving standardization across testing. It will perform critical change management from a test perspective and act as the focal point for change. It will promote key best practices across test management and execution such as forecasting, estimation, and upfront code analysis. It will also be the conduit to explore and pilot new Figure 4 Tools Innovation Resource provision Provider A Provider B Project A Charging based on T/M or fixed price Cost benefit 10% - 20% Project B Staff Augmentation Client Test Charging based on outcome and usageCharging based on fixed price 15% - 30% 25% - 35% Test Center of Excellence Test Utility Client Provider Resource allocation Projects A : B : C : Ongoing Test Test Test Client Business Units Workflow Work Units Service provision Test Factory On demand service provision Proces s : M e t h o d s T e chnology:Auto m a tion People : S kills N e x t G e n e r a t i o n N e xt Generatio n C h a n g e Change DATA INSIGHTS Core Team Flex Team Resource utilization
  • 6. 6 Next Generation Testing Organizations are growing more and more complex, with numerous departments, vendors and locales. From a testing perspective, this complexity needs to be managed and coordinated into one smoothly operating, reliable test management system.
  • 7. Application Management Services 7 innovative methods. The TCOE can provide a flexible execution model that can be ramped up and down depending on the business demands. Figure 4 illustrates a successful TCOE model that IBM has implemented for one of its clients. This banking client faced several testing technology issues. They were experiencing unreasonably high operational cost and the quality of the output was often compromised due to variations in their processes. Their primary objectives were to reduce the cost of quality, improve the application quality and time to market, increase test transparency, and free up internal resources. IBM’s testing solution provides managed testing services via a test factory in a two-tier model in Bangalore, India; test automation via Rational tool suite; and continuous innovation injection through working closely with IBM Research. It also provides an accelerated and phased approach to transforming current methods, processes, and tools into an industrialized approach. The solution targets to achieve the following results: • On demand resource model (40 percent core team, 60 percent flexible resources) • Ninety percent of worked performed off-shore • Productivity improvements through 50 percent to 70 percent test automation and use of Rational tool suite • Unit-based pricing (“test case-based”) • Factory performance measured by 20 service level agreements Figure 5 Infrastructure Core Flex Country 1 IBM On-site Test Management Testing Lead Strategic Governance Test Center A Functional Operational Business Tester Test Engineer Measurements(SPI) IBM On-site Testing Lead Test Center B Business Tester Test Engineer Testing Services Testing Tester Testing Engineer Client Test Services Test Factory Input Ouput Input Ouput Test Management Country 1 Country 2 Country 3 Country 4 Assets Unitbasedpricing Figure 4: Global financial institution implements Test Center of Excellence
  • 8. 8 Next Generation Testing With an implementation of a TCOE, a client should realize the following benefits: • Client management to focus on outcomes instead of test execution • An on-shore model that allows direct responses to urgent project demands • Access to a scalable and flexible resource pool to meet peaks and valleys • Centralized harvesting of knowledge and retention of intellectual property • A single test owner to provide a uniform process, efficiency improvements, consolidated test communications, and reduced administration overhead • Recruitment effort transfer to partner and increased staff retention • Higher test system utilization IBM believes that a number of essential elements should be a basis for the TCOE model. These include: • Professional Certification Metrics Management / Service Level Agreement (SLA) • Factory Automation • Test team independent of Development team • Business Process testing (applicable to User Acceptance Testing (UAT) • Testing as a profession • Knowledge Management • Virtualization • Delivery Excellence • Requirements Traceability • Vendor Management • Resource Capacity Management • Test Automation • Consolidation of Test Cases • Periodic Self-Assessments • Global Delivery • Regression Testing • Lab Management • Risk-Based Testing • Requirements-Based Testing • Data Security • Test Coverage However, in the TCOE model from IBM, additional IBM unique best practices are integrated through IBM Total Test Quality to further enhance the benefits that are achievable by the client. These include utilizing research technology from IBM Research and patented methods to further enhance quality. Some of these practices are described in the next sections. Test Strategy Historically, test strategy work has always been more of an art than a science. It is very dependent on having a strong test architect who understands all aspects of the program/project that need to be tested. It is important to utilize intelligence and automation to generate key aspects of the strategy. The test strategy needs to answer key business questions such as: • How can I determine the quality of my testing effort? • My budget was just cut—what testing should I eliminate? What impact will it have on application production quality? • Am I getting my money’s worth out of testing? • Am I doing too much or too little testing? The creation of a test strategy can be both standardized and automated. The key theme is the power of using information to execute testing in a more intelligent fashion. The test strategy needs to be developed on an architecture that utilizes data intelligence and forecasting to provide accurate prediction of defects across the life cycle. This intelligence needs to be integrated with an execution architecture that moves defect identification earlier in the life cycle to provide the most effective use of resources.
  • 9. Application Management Services 9 IBM has developed a tool called the Test Planning and Optimization Workbench (TPOW) that will help a client determine the optimal amount of testing and answer key questions such as “If we extend testing by one month, what will the improvement be in overall quality as measured by size of the maintenance team required, predicted severity level one and two problems, and application availability?” Using empirical data collected over the years in conjunction with defect reduction experience and patented processes, IBM can predict forward and backward defects by life cycle phase. This technology is critical in helping clients determine the right level of testing. Cost savings can be significant through reduction in schedules and elimination of problems reaching production, while also driving significant improvements in quality. Risk-Based Testing and Test Optimization Test organizations frequently face challenges to reduce costs and shorten schedules, while detecting defects before applications are implemented in production. Risk-based testing embraces a set of practices that help identify the business, technical and management risks associated with project requirements, and the software components of the system. Through structured annotations and rules-driven risk classification and assessment, IBM’s test planning tools capture the risks associated with requirements, design and development artifacts. Captured risks will be used as inputs to the automated and manual creation and validation of test strategies, test plans, and test cases. These risks help determine the level and types of quality assurance needed for each requirement and technical component. Testing policies and goals can be defined by risk category and used in the creation of the test strategies, plans, and cases. The testing policies and goals help define the reviews, inspections, and tests for artifacts across the life cycle. This traceability between the requirements, code, and test artifacts also enables a key feature of risk-based testing. When testing costs and schedules need to be reduced to meet external constraints, risk-based test planning tools can give greater priority to the tests addressing higher risk requirements and components, and meet the constraints by skipping tests that address lower risk items. Test optimization provides additional capabilities to reduce the cost and schedule of testing efforts. Test optimization focuses on: • Identifying tests that are overlapping or redundant, • Using combinatorial analysis to minimize the number of test scenarios and configurations needed to identify defects, and • Streamlining the execution of test suites using techniques such as intelligent selection to minimize test datasets from production data. Test optimization from IBM covers a broad range of disciplines, including test automation, test coverage data collection and analysis, mathematical optimization and analytics, and data profiling and masking. Key to the success of risk-based testing and test optimization is the use of tools that span the life cycle—from project initiation through production. The linkage of requirements, design and development tools with test management and test execution tools make it possible to create and refine test strategies and plans that can be updated with the latest status and can be re-planned on an as-needed basis to respond to changes in cost and schedule. IBM has developed a factory-based model for application development and maintenance called Application Assembly Optimization, where the standardization of the inputs and outputs provides flexibility for the testing model to be used independently or in conjunction with the development factory.
  • 10. 10 Next Generation Testing Within this approach, the standardization enables the utilization of multiple geographical locations in a seamless manner, as they all use uniform processes, methods, and tools. The focus on a common model and tools also provides an increased ability to build the base of experience and facilitate benchmarking projects against each other. Quality of Test Process Inputs A TCOE should utilize a standardized model for inputs and outputs. This factory model has shown significant benefits for many organizations: • Faster response to business needs and visibility to delivery execution • Improved time to market • Quality and productivity improvements in the range of 10 percent to 15 percent based on initial findings • Dynamic mobility of work that drives lower development cost and risk • Resource availability to match the client needs Defect Management Effective defect management is driven by the following two primary, but distinctly different focuses: Management – the process by which defects are uncovered and resolved as efficiently as possible, while meeting the delivery schedule and analysis needs. Analysis – the process by which defects are studied to yield useful information about weaknesses across the project life cycle, so future projects can both remove defects earlier and prevent as many as possible from occurring. Adoption of common process, methods and tools across projects and delivery centers Employs a shared delivery pool of practitioners across delivery centers, improving the productive utilization Well defined roles, metrics, tracking and communication for global governance “Factory style” competencies in ensuring repeatable delivery Mandates usage of assets and accelerators as part of the process A metrics and measurement system to drive efficiency and productivity gains Central asset Repository Central asset Repository E2E measurement and status E2E measurement and status Well defined Roles leveraging tooling for automation Well defined Roles leveraging tooling for automation Uniform Process, Methods & Tools Uniform Process, Methods & Tools Figure 5: Application Assembly Optimization for “industrialized delivery” of testing services
  • 11. Application Management Services 11 Unfortunately, defect management is often overlooked as an area in testing that needs a concrete management system and process in place at the start of a testing phase. Frequently, projects only focus on developing the test plan, the test cases and scripts, and the plan execution curve to complete the test cases and scripts. This approach tends to assume that by managing execution, defects will automatically be handled optimally. Many projects do not staff Defect Managers, assuming that the Test Lead will absorb any responsibilities in this area during execution. However, in practice, especially in complex system integration projects, this approach is often a disaster waiting to happen. None of this test execution preparation, for example, will help a project understand the consequences of a growing defect backlog or, at what point, that backlog will bring an entire test effort to a complete standstill. IBM leverages a unique, full life cycle approach to defect analysis called the Defect Reduction Method™. With this approach to analysis, we can identify strengths and weaknesses across key risk and quality areas: Test Effectiveness, Test Design Effectiveness (which evaluates whether the test is adequately thorough/comprehensive), System and Code Stability, Functional Completeness, and overall Code Quality, including an analysis of where defects are being injected across the life cycle. This model draws upon many years of project data so that we can tailor expected results to the industry, test phase, and type of testing (product versus system integration) in order to compare actual results against a best practice expectation. This enables projects to develop specific improvement plans that yield reliable, significant reductions in defect rates. Figure 6 illustrates the effect the Defect Reduction Method can have on the defect rate for projects that track, standardize, and implement defect prevention techniques. Figure 6: Data links application quality with defect analysis methods Reducing Test Cases During system test or system integration test, many clients develop regression test cases that they run as part of the test process. Over time, the number of regression test cases increases due to new requirements and the amount of time required to execute these tests grows as well. In most instances, it is not necessary to run the full suite of regression test cases. Most releases only change a subset of the applications within the portfolio (10 percent to 50 percent based on size and complexity of the changes). By identifying only those applications that have been modified, along with their related components, organizations can reduce the number of test cases executed, resulting in schedule acceleration. In some cases, the numbers of test cases in system test and in systems integration testing have been reduced by as much as 50 percent and 30 percent, respectively. Automation IBM’s perspective on test automation covers all aspects of the testing program and makes use of tools specifically designed to support the use cases for modern application development. Figure 9 Proces s : M e t h o d s T e c hnology:Auto m a tion People : S k ills N e x t G e n e r a t i o n N e xt Generatio n C h a n g e Change DATA INSIGHTS Quality Improvement No tracking Tracking Analysis Standardization Prevention DefectRate Development 18m Time $45M (cost) GA Cycle Production Invalid Data Environment 40% 7% 15% DefectRate Development 12m Time $22M savings GA Cycle Production Invalid Data Environment 32% 3% 6% DefectRate Development 6m Time $37.8M savings GA Cycle Production Invalid Data Environment 15% 1.5% 3%
  • 12. 12 Next Generation Testing One of the most important features is that the requirements, test, and defect management tools are integrated to facilitate automated requirements traceability. IBM has developed a suite of automation starter solutions that bring IBM Rational tools together with professional testing services to set up and apply the tools for Test Management, Functional Testing, Performance Testing, and Life Cycle Testing. These technologies are a combination of software products from Rational such as Quality Manager as well as research tools and infrastructure capabilities such as the IBM Smart Business Development and Test Cloud. In terms of automating functional testing, the strategy typically employed is to identify candidates based on an assessment of the areas of highest risk to the business and the most stable areas of the software. To maximize the value of automation, it is important that the maintenance of scripts be minimized, which is best done by focusing effort on the areas of the application that are the most stable. Developing an automation framework is important in order to maximize the reusability of scripts. It is important to remember that not everything can be automated and that the automation strategy maintain focus on what is necessary and prioritize the automation effort. Given that it is best to automate features that are business critical and stable, there tends to be a significant correlation between regression test candidates and automated test candidates. The benefit of automating regression testing is that the test team can focus its effort on new and changed functionality while not sacrificing test coverage in regression. Under the right conditions, this can enable the test team to effectively test more functionalities in less time. Test Environment Management The structure and design of business applications are changing from monolithic to more dynamic, distributed, and component- based. IT needs to be more responsive to business changes, while business is demanding software that is easier to use, more flexible, and more connected to real time data. There are many challenges to make applications deliver on the demanding needs of the business. Test and delivery of these applications is rising in importance to become a very critical function for many enterprises. The problem is that most organizations are stuck testing applications the old way—with manual user interface (UI) testing, manual validation, and physical test environments— and they simply do not work or cannot keep up with complex, distributed, multi-tier applications. There are many environment issues inherent with today’s testing practices, including the following: • 30 percent to 50 percent of all servers within a typical IT environment are dedicated to test. • Most test servers run at less than 10 percent utilization. • IT staff report a top challenge is finding available resources to perform tests in order to move new applications into production. • Approximately 30 percent of defects are caused by wrongly configured test environments. • Testing backlog is often very long and the single largest factor in the delay of new application deployments. • Test environments are seen as expensive and providing little real business value. Cloud Computing in the Test Environment Cloud computing has emerged as a style of IT delivery in which applications, data, and IT resources are rapidly provisioned and provided as standardized offerings to users over the Web in a flexible pricing model.
  • 13. Application Management Services 13 Within the test environment, cloud computing is rapidly becoming an element of Next Generation Testing that can help create faster, less expensive methods of testing by enabling more parallel development across interdependent teams without dependencies on back-end systems and data stores. Moving application testing to a cloud-computing environment provides the following benefits: • Reduced capital expenses – By provisioning test servers on demand and making sure unused servers are re-provisioned, you can maximize capital usage. • Reduced operating expenses – By automating the provisioning of test resources, you attack a key variable cost that has an impact on your bottom line—IT labor costs. This capability allows you to redirect key resources from manual configuration activities to more mission-critical and value-added tasks. • Reduced test cycle time – The development and test cycle is a critical path to innovation and the market. Decreasing cycle time directly drives time to market and competitiveness. Application Virtualization Application virtualization can help lower quality assurance costs, shorten release cycles, reduce risks, and eliminate critical development and testing constraints by virtualizing IT resources to provide on demand accessibility and capacity for teams across the entire software life cycle. It helps clients optimize their software test and delivery life cycle for greater quality and agility in an environment of constant change by simulating the behavior of a physical asset in a software emulator and hosting that emulator in a virtual environment. Application virtualization models the behavior of the system under test and stores the model and behavior in a virtual environment for later testing. Application virtualization can customize multiple virtual test environments that can provide productivity and time-to-market gains by enabling more parallel development across interdependent teams. Application virtualization reduces or eliminates infrastructure costs for test labs, test harnesses, responders and mockups, including hardware, software licenses, and configuration costs. The following are the additional benefits of application virtualization: • Provides the ability to rapidly create multiple virtual test environments customized for development and testing teams • Provides testing teams with 24/7 availability for testing, as needed, without dependencies on back-end systems and data stores • Delivers realistic simulated development and test environments at a fraction of the cost of physical server environments • Provides testing teams the ability to test more thoroughly throughout the life cycle without worrying about data or service availability • Shortens release cycles, reduces risks, and eliminates critical development and testing constraints by virtualizing IT resources Test Tool Management IBM Testing Services’ approach to test tool management recognizes that a client may use a variety of tools across its software development life cycle. IBM’s approach to tool management is aligned with the roles, processes, and work products used in our methodologies. Tools to support testing include not only test management and test execution tools, but also automation for test environment creation, test data creation and management, and requirements and modeling. IBM uses a combination of internal and commercially available tools and integrates, as needed, with the tools used by our clients.
  • 14. 14 Next Generation Testing IBM’s approach to test tools management also recognizes that there are often unique challenges and opportunities for the creation of new tools that directly address the problems faced by a client. IBM Testing Services draws upon the capabilities of IBM Research to create innovative solutions to difficult challenges in testing that are not addressed by commercially available tools. Performance Engineering and Management Any successful, well-designed system is going to have comprehensive nonfunctional requirements that represent those system requirements that go beyond the functional requirements and specify the operational aspects of a system such as recoverability, availability, capacity, and performance. Performance engineering is a technical discipline employed on development projects to provide that a system meets a pre- specified set of performance objectives by applying specialized performance estimation and design skills to the system architecture. In addition, performance engineering manages risks associated with many of the nonfunctional requirements. Because performance is often a defining factor to the success of a system, relying on performance test alone to address performance concerns is often “too little, too late”. Performance engineering proactively addresses performance at the project’s outset to provide that the system meets its requirements and expectations. IBM implements performance engineering on development projects using the Performance Engineering and Management Method (PEMM) that is comprised of eight overlapping phases: • Requirements and Early Design – completing PE activities in the earliest part of the project to meet performance and capacity requirements are well defined and assessed at the outset • “Volumetrics” – analyzing the quantitative factors, both business and technical, that will affect system performance • Estimation and Modeling – estimating and validating the performance and capacity of a solution • Technology Research – determining previously unknown performance characteristics of selected solution components • Design, Development, and Tracking – conducting performance engineering activities during the development life cycle, including supporting design and code reviews, and establishing performance time or resource utilization budgets • Performance Testing and Validation – testing and assessing the performance of the live solution, usually by an independent performance test team • Live Monitoring and Capacity Management – managing performance and capacity of the deployed solution in production, using monitoring tools and processes and SLAs • Risk and Performance Management – reducing risks related to performance and identifying, assessing and addressing capacity Summary As change forces companies to adapt, organizations seek to balance cost reduction, quality improvement, risk management, and schedule acceleration. IBM’s Total Test Quality approach defines how IBM is approaching the new requirements posed by Next Generation Testing. This transformative approach combines IBM Testing Services with comprehensive automation from IBM Software and cutting- edge innovation from IBM Research to help lower business risk and reduce life cycle development schedule and cost, while improving overall application quality by helping organizations simulate, predict, plan and achieve their unique balance of requirements.
  • 15. Through innovative test architecture that combines a comprehensive suite of automation technology and cutting- edge innovation from IBM Research, IBM Testing Services can help provide the linkage between execution, management, infrastructure, data intelligence, and simulation/forecasting. IBM believes this is a breakthrough approach to application testing and a key component of world-class application development and management. For more information To learn more about IBM Testing Services, contact an IBM representative or visit: ibm.com/services/ams About the Authors Steven Kagan is the global leader for Application Management Services Offerings and Competencies. His responsibilities include global offering management for Application Management Services, including Application Outsourcing, Business Application Modernization and IBM Testing Services. Steve’s 25 years of experience with IBM include leading services practices and launching new business ventures within IBM. He has helped build these businesses by leveraging customer relationships, developing intellectual capital, and integrating cross-IBM capabilities into focused customer solutions. His mission has been the creation and deployment of strategies that substantially increase IBM’s service market share by providing measurable results for clients. He continues to consult with analysts and clients worldwide and coordinate the work efforts of thousands of professionals globally. Martin Rolek is the Global Offering Executive for IBM Testing Services. He is responsible for the development of new test offerings, industry-leading innovations, and advanced test optimizers. Marty has over 30 years experience in business systems and IT management, IT and business process outsourcing and strategy consulting. He has led large global engagements in both sales and delivery roles, including application development, package implementation, and legacy application transformation projects, as well as large IT and business process outsourcing engagements. Marty has guided the development of IBM methodologies for legacy application transformation, full life cycle testing and application development effectiveness, training of IBM services and consulting professionals, and establishment of Center(s) of Excellence worldwide. Steve Kagan IBM Global Business Services Vice President, Application Management Services Offerings and Competencies smkagan@us.ibm.com Martin Rolek IBM Global Business Services Director, Global Test Offerings msrolek@us.ibm.com
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