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www.polteq.com
© 2007 Polteq IT Services B.V.
1
Metrics for (outsourced) test activities
Kees Blokland
Polteq IT Services B.V.
Netherlands
kees.blokland@polteq.com
www.polteq.com
© 2007 Polteq IT Services B.V.
2
Objectives
• Present metrics being critial for test outsourcing
• Discuss general objectives for test metrics
• Browse through 14 different test metrics
• But first: explain just enough about test outsourcing
www.polteq.com
© 2007 Polteq IT Services B.V.
3
Demand Supplier
IT
Test outsourcing management
Test outsourcing monitoring
Test outsourcing management & monitoring
www.polteq.com
© 2007 Polteq IT Services B.V.
4
Test outsourcing management & monitoring
Management & Monitoring
SLA
Accep-
tance
Outsourced testing
SLA (GMTP), Standards, Metrics, Reporting,
Overall Planning, Estimation, Contingency, Acceptance
Metrics
www.polteq.com
© 2007 Polteq IT Services B.V.
5
Objectives for test metrics
• Measure test progress
• Measure the quality of the test object
• Measure the quality of the test process
• Create a basis for test estimation
• Control the defects process
• Look for possible weak spots in development
Basic data:
• Test cases
• Defects
• Hours
www.polteq.com
© 2007 Polteq IT Services B.V.
6
Metrics per project phase
• During the test execution phase
• Towards the end of test execution
• After test execution
• After project completion
• Advanced metrics
1. Test execution progress
2. Test execution success
3. Outstanding defects
4. Test hours burn rate
12. Test specification
progress
13. Defects solution turn
around time
14. Defects root cause
11. Defects in production
8. Hours per test case
9. Hours per defect
10. Testing hours %
5. Test coverage
6. Q: % passed tests
7. Q: # remaining defects
www.polteq.com
© 2007 Polteq IT Services B.V.
7
•0
•500
•1000
•1500
•2000
•2500
•36 •37 •38 •39 •40 •41 •42 •43 •44 •45 •46 •47 •48 •49 •50 •51 •52 •1 •2 •3
•week number
•#scripts •passed •failed •blocked •planned •target
(1) Test execution progress
Re-planning
[Criteria]
Execution progress
Is test progress sufficient
to meet the committed
end date?
www.polteq.com
© 2007 Polteq IT Services B.V.
8
•0
•500
•1000
•1500
•2000
•2500
•36 •37 •38 •39 •40 •41 •42 •43 •44 •45 •46 •47 •48 •49 •50 •51 •52 •1 •2 •3
•week number
•#scripts
•passed •failed •blocked •planned •target
(2) Test execution success
Quality back
on track
Quality too low
[Criteria]
Execution success
passed/ (passed+failed)
> 80%?
www.polteq.com
© 2007 Polteq IT Services B.V.
9
•0
•20
•40
•60
•80
•100
•120
•140
•160
•180
•200
•wk07 •wk08 •wk09 •wk10 •wk11 •wk12 •wk13 •wk14 •wk15 •wk16 •wk17 •wk18•week
•defects
•open high •open medium •open low •target date
(3) Outstanding defects
[Criteria]
Outstanding defects
Trend towards the end
date?
Number of outstanding
defects increasing
Number of outstanding
defects decreasing
www.polteq.com
© 2007 Polteq IT Services B.V.
10
(4) Test hours burn rate
Budget issue
announces itself
•0
•50
•100
•150
•200
•250
•300
•350
•400
•450
•1 •2 •3 •4 •5 •6 •7 •8 •9
•weeks
•hours
•P&C •Prep •Spec •Exec •Compl •planned
[Criteria]
Test hours
Burn rate too high?
www.polteq.com
© 2007 Polteq IT Services B.V.
11
Metrics per project phase
• During the test execution phase
• Towards the end of test execution
• After test execution
• After project completion
• Advanced metrics
1. Test execution progress
2. Test execution success
3. Outstanding defects
4. Test hours burn rate
12. Test specification
progress
13. Defects solution turn
around time
14. Defects root cause
11. Defects in production
8. Hours per test case
9. Hours per defect
10. Testing hours %
5. Test coverage
6. Q: % passed tests
7. Q: # remaining defects
www.polteq.com
© 2007 Polteq IT Services B.V.
12
•0
•500
•1000
•1500
•2000
•2500
•36 •37 •38 •39 •40 •41 •42 •43 •44 •45 •46 •47 •48 •49 •50 •51 •52 •1 •2 •3
•week number
•#scripts
•passed •failed •blocked •planned •target
(5) Test coverage
Target missed
with 3 weeks
[Criteria]
Test coverage
(p+f)/planned > 98%
www.polteq.com
© 2007 Polteq IT Services B.V.
13
•0
•500
•1000
•1500
•2000
•2500
•36 •37 •38 •39 •40 •41 •42 •43 •44 •45 •46 •47 •48 •49 •50 •51 •52 •1 •2 •3
•week number
•#scripts
•passed •failed •blocked •planned •target
(6) Quality % passed tests
[Criteria]
Quality
p/(p+f) > 95%
www.polteq.com
© 2007 Polteq IT Services B.V.
14
•0
•20
•40
•60
•80
•100
•120
•140
•160
•180
•200
•wk07 •wk08 •wk09 •wk10 •wk11 •wk12 •wk13 •wk14 •wk15 •wk16 •wk17 •wk18•week
•defects
•open high •open medium •open low •target date
(7) Quality # remaining defects
[Criteria]
Quality
High=0
Medium<5
Low<20
www.polteq.com
© 2007 Polteq IT Services B.V.
15
Metrics per project phase
• During the test execution phase
• Towards the end of test execution
• After test execution
• After project completion
• Advanced metrics
1. Test execution progress
2. Test execution success
3. Outstanding defects
4. Test hours burn rate
12. Test specification
progress
13. Defects solution turn
around time
14. Defects root cause
11. Defects in production
8. Hours per test case
9. Hours per defect
10. Testing hours %
5. Test coverage
6. Q: % passed tests
7. Q: # remaining defects
www.polteq.com
© 2007 Polteq IT Services B.V.
16
(8) Hours per test case
metric changed
[Criteria]
Hours per test case
compare
Failed test case costs more than passed test case
947 hours / 624 passed = 1.5 hours/test case
188 hours / 78 failed = 2.4 hours/test case
www.polteq.com
© 2007 Polteq IT Services B.V.
17
(9) Hours per defect
Extreme number
[Criteria]
Hours per defect
compare
www.polteq.com
© 2007 Polteq IT Services B.V.
18
(10a) Testing hours per phase
[Criteria]
Hours per phase
Industry standards
Planning&Control: 15 %
Preparation: 8%
Specification: 32%
Execution: 40%
Completion: 5%
(example)
Small % specification
www.polteq.com
© 2007 Polteq IT Services B.V.
19
(10b) Testing hours %
[Criteria]
Testing hours percentage
Industry norm
higher risk
average risk
lower risk80 : 20
65 : 35
50 : 50
FD+B : T
www.polteq.com
© 2007 Polteq IT Services B.V.
20
Metrics per project phase
• During the test execution phase
• Towards the end of test execution
• After test execution
• After project completion
• Advanced metrics
1. Test execution progress
2. Test execution success
3. Outstanding defects
4. Test hours burn rate
12. Test specification
progress
13. Defects solution turn
around time
14. Defects root cause
11. Defects in production
8. Hours per test case
9. Hours per defect
10. Testing hours %
5. Test coverage
6. Q: % passed tests
7. Q: # remaining defects
www.polteq.com
© 2007 Polteq IT Services B.V.
21
(11) Defects after implementation
• Count the defects in production during warranty period
• Is a measure for the final software quality
• Could indicate insufficient testing
• Possible calculation method:
# of defects found in testing
# of defects found in production + # defects found in testing
Defect removal
efficiency =
www.polteq.com
© 2007 Polteq IT Services B.V.
22
Metrics per project phase
• During the test execution phase
• Towards the end of test execution
• After test execution
• After project completion
• Advanced metrics
1. Test execution progress
2. Test execution success
3. Outstanding defects
4. Test hours burn rate
12. Test specification
progress
13. Defects solution turn
around time
14. Defects root cause
11. Defects in production
8. Hours per test case
9. Hours per defect
10. Testing hours %
5. Test coverage
6. Q: % passed tests
7. Q: # remaining defects
www.polteq.com
© 2007 Polteq IT Services B.V.
23
(12) Test specification progress
0
50
100
150
200
250
300
350
400
11 12 13 14 15 16 17 18 19 20 21 22
week
#scripts
reused scripts new scripts plan revised plan target
[Criteria]
Test specification
metrics
On track?
Target for re-use?
On track?
Re-used scripts
www.polteq.com
© 2007 Polteq IT Services B.V.
24
0
10
20
30
40
50
60
70
0D 1D 2D 3D 4D 5D 6D 1W 2W 3W 1M 2M 3M 4M 5M
week
#defects
0
50
100
150
200
250
300
350
<4 - Cosmetic> <3 - Survivable> <2 - Unacceptable>
<1 - Show Stopper> cummulative
(13) Defects turn around time
[Criteria]
Defects turn around time
Relation to project lead time
All <1> within a week?
80% within a month?
80%
Showstoppers solved
much too late
www.polteq.com
© 2007 Polteq IT Services B.V.
25
Code; 500
Def; 16
Dup; 18
User; 25
Data; 95
Env; 11
JCL; 2
Req; 5
Doc; 17
Bus Des; 25
Sys Des; 4
(14) Defects root cause
[Criteria]
Defects root causes
Weak spots?
Consitent with test strategy?
Not enough detail!
Testing errors
not visible?
?
www.polteq.com
© 2007 Polteq IT Services B.V.
26
Conclusion: minimum set for outsourced test
• Measure test progress
• Measure the quality of the test object
• Measure the quality of the test process
• Create a basis for test estimation
• Control the defects process
• Look for possible weak spots in development
Toga®
Test Outsourcing Governance Approach
•Outstanding defects
•0
•20
•40
•60
•80
•100
•120
•140
•160
•180
•200
•wk07 •wk08 •wk09 •wk10 •wk11 •wk12 •wk13 •wk14 •wk15 •wk16 •wk17 •wk18•week
•defects
•open high •open medium •open low •target date
•0
•500
•1000
•1500
•2000
•2500
•36•37•38•39•40•41•42•43•44•45•46•47•48•49•50•51•52 •1 •2 •3
•week number
•#scripts
•passed •failed •blocked •planned •target

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Metrics for (outsourced) test activities by Kees Blokland

  • 1. www.polteq.com © 2007 Polteq IT Services B.V. 1 Metrics for (outsourced) test activities Kees Blokland Polteq IT Services B.V. Netherlands kees.blokland@polteq.com
  • 2. www.polteq.com © 2007 Polteq IT Services B.V. 2 Objectives • Present metrics being critial for test outsourcing • Discuss general objectives for test metrics • Browse through 14 different test metrics • But first: explain just enough about test outsourcing
  • 3. www.polteq.com © 2007 Polteq IT Services B.V. 3 Demand Supplier IT Test outsourcing management Test outsourcing monitoring Test outsourcing management & monitoring
  • 4. www.polteq.com © 2007 Polteq IT Services B.V. 4 Test outsourcing management & monitoring Management & Monitoring SLA Accep- tance Outsourced testing SLA (GMTP), Standards, Metrics, Reporting, Overall Planning, Estimation, Contingency, Acceptance Metrics
  • 5. www.polteq.com © 2007 Polteq IT Services B.V. 5 Objectives for test metrics • Measure test progress • Measure the quality of the test object • Measure the quality of the test process • Create a basis for test estimation • Control the defects process • Look for possible weak spots in development Basic data: • Test cases • Defects • Hours
  • 6. www.polteq.com © 2007 Polteq IT Services B.V. 6 Metrics per project phase • During the test execution phase • Towards the end of test execution • After test execution • After project completion • Advanced metrics 1. Test execution progress 2. Test execution success 3. Outstanding defects 4. Test hours burn rate 12. Test specification progress 13. Defects solution turn around time 14. Defects root cause 11. Defects in production 8. Hours per test case 9. Hours per defect 10. Testing hours % 5. Test coverage 6. Q: % passed tests 7. Q: # remaining defects
  • 7. www.polteq.com © 2007 Polteq IT Services B.V. 7 •0 •500 •1000 •1500 •2000 •2500 •36 •37 •38 •39 •40 •41 •42 •43 •44 •45 •46 •47 •48 •49 •50 •51 •52 •1 •2 •3 •week number •#scripts •passed •failed •blocked •planned •target (1) Test execution progress Re-planning [Criteria] Execution progress Is test progress sufficient to meet the committed end date?
  • 8. www.polteq.com © 2007 Polteq IT Services B.V. 8 •0 •500 •1000 •1500 •2000 •2500 •36 •37 •38 •39 •40 •41 •42 •43 •44 •45 •46 •47 •48 •49 •50 •51 •52 •1 •2 •3 •week number •#scripts •passed •failed •blocked •planned •target (2) Test execution success Quality back on track Quality too low [Criteria] Execution success passed/ (passed+failed) > 80%?
  • 9. www.polteq.com © 2007 Polteq IT Services B.V. 9 •0 •20 •40 •60 •80 •100 •120 •140 •160 •180 •200 •wk07 •wk08 •wk09 •wk10 •wk11 •wk12 •wk13 •wk14 •wk15 •wk16 •wk17 •wk18•week •defects •open high •open medium •open low •target date (3) Outstanding defects [Criteria] Outstanding defects Trend towards the end date? Number of outstanding defects increasing Number of outstanding defects decreasing
  • 10. www.polteq.com © 2007 Polteq IT Services B.V. 10 (4) Test hours burn rate Budget issue announces itself •0 •50 •100 •150 •200 •250 •300 •350 •400 •450 •1 •2 •3 •4 •5 •6 •7 •8 •9 •weeks •hours •P&C •Prep •Spec •Exec •Compl •planned [Criteria] Test hours Burn rate too high?
  • 11. www.polteq.com © 2007 Polteq IT Services B.V. 11 Metrics per project phase • During the test execution phase • Towards the end of test execution • After test execution • After project completion • Advanced metrics 1. Test execution progress 2. Test execution success 3. Outstanding defects 4. Test hours burn rate 12. Test specification progress 13. Defects solution turn around time 14. Defects root cause 11. Defects in production 8. Hours per test case 9. Hours per defect 10. Testing hours % 5. Test coverage 6. Q: % passed tests 7. Q: # remaining defects
  • 12. www.polteq.com © 2007 Polteq IT Services B.V. 12 •0 •500 •1000 •1500 •2000 •2500 •36 •37 •38 •39 •40 •41 •42 •43 •44 •45 •46 •47 •48 •49 •50 •51 •52 •1 •2 •3 •week number •#scripts •passed •failed •blocked •planned •target (5) Test coverage Target missed with 3 weeks [Criteria] Test coverage (p+f)/planned > 98%
  • 13. www.polteq.com © 2007 Polteq IT Services B.V. 13 •0 •500 •1000 •1500 •2000 •2500 •36 •37 •38 •39 •40 •41 •42 •43 •44 •45 •46 •47 •48 •49 •50 •51 •52 •1 •2 •3 •week number •#scripts •passed •failed •blocked •planned •target (6) Quality % passed tests [Criteria] Quality p/(p+f) > 95%
  • 14. www.polteq.com © 2007 Polteq IT Services B.V. 14 •0 •20 •40 •60 •80 •100 •120 •140 •160 •180 •200 •wk07 •wk08 •wk09 •wk10 •wk11 •wk12 •wk13 •wk14 •wk15 •wk16 •wk17 •wk18•week •defects •open high •open medium •open low •target date (7) Quality # remaining defects [Criteria] Quality High=0 Medium<5 Low<20
  • 15. www.polteq.com © 2007 Polteq IT Services B.V. 15 Metrics per project phase • During the test execution phase • Towards the end of test execution • After test execution • After project completion • Advanced metrics 1. Test execution progress 2. Test execution success 3. Outstanding defects 4. Test hours burn rate 12. Test specification progress 13. Defects solution turn around time 14. Defects root cause 11. Defects in production 8. Hours per test case 9. Hours per defect 10. Testing hours % 5. Test coverage 6. Q: % passed tests 7. Q: # remaining defects
  • 16. www.polteq.com © 2007 Polteq IT Services B.V. 16 (8) Hours per test case metric changed [Criteria] Hours per test case compare Failed test case costs more than passed test case 947 hours / 624 passed = 1.5 hours/test case 188 hours / 78 failed = 2.4 hours/test case
  • 17. www.polteq.com © 2007 Polteq IT Services B.V. 17 (9) Hours per defect Extreme number [Criteria] Hours per defect compare
  • 18. www.polteq.com © 2007 Polteq IT Services B.V. 18 (10a) Testing hours per phase [Criteria] Hours per phase Industry standards Planning&Control: 15 % Preparation: 8% Specification: 32% Execution: 40% Completion: 5% (example) Small % specification
  • 19. www.polteq.com © 2007 Polteq IT Services B.V. 19 (10b) Testing hours % [Criteria] Testing hours percentage Industry norm higher risk average risk lower risk80 : 20 65 : 35 50 : 50 FD+B : T
  • 20. www.polteq.com © 2007 Polteq IT Services B.V. 20 Metrics per project phase • During the test execution phase • Towards the end of test execution • After test execution • After project completion • Advanced metrics 1. Test execution progress 2. Test execution success 3. Outstanding defects 4. Test hours burn rate 12. Test specification progress 13. Defects solution turn around time 14. Defects root cause 11. Defects in production 8. Hours per test case 9. Hours per defect 10. Testing hours % 5. Test coverage 6. Q: % passed tests 7. Q: # remaining defects
  • 21. www.polteq.com © 2007 Polteq IT Services B.V. 21 (11) Defects after implementation • Count the defects in production during warranty period • Is a measure for the final software quality • Could indicate insufficient testing • Possible calculation method: # of defects found in testing # of defects found in production + # defects found in testing Defect removal efficiency =
  • 22. www.polteq.com © 2007 Polteq IT Services B.V. 22 Metrics per project phase • During the test execution phase • Towards the end of test execution • After test execution • After project completion • Advanced metrics 1. Test execution progress 2. Test execution success 3. Outstanding defects 4. Test hours burn rate 12. Test specification progress 13. Defects solution turn around time 14. Defects root cause 11. Defects in production 8. Hours per test case 9. Hours per defect 10. Testing hours % 5. Test coverage 6. Q: % passed tests 7. Q: # remaining defects
  • 23. www.polteq.com © 2007 Polteq IT Services B.V. 23 (12) Test specification progress 0 50 100 150 200 250 300 350 400 11 12 13 14 15 16 17 18 19 20 21 22 week #scripts reused scripts new scripts plan revised plan target [Criteria] Test specification metrics On track? Target for re-use? On track? Re-used scripts
  • 24. www.polteq.com © 2007 Polteq IT Services B.V. 24 0 10 20 30 40 50 60 70 0D 1D 2D 3D 4D 5D 6D 1W 2W 3W 1M 2M 3M 4M 5M week #defects 0 50 100 150 200 250 300 350 <4 - Cosmetic> <3 - Survivable> <2 - Unacceptable> <1 - Show Stopper> cummulative (13) Defects turn around time [Criteria] Defects turn around time Relation to project lead time All <1> within a week? 80% within a month? 80% Showstoppers solved much too late
  • 25. www.polteq.com © 2007 Polteq IT Services B.V. 25 Code; 500 Def; 16 Dup; 18 User; 25 Data; 95 Env; 11 JCL; 2 Req; 5 Doc; 17 Bus Des; 25 Sys Des; 4 (14) Defects root cause [Criteria] Defects root causes Weak spots? Consitent with test strategy? Not enough detail! Testing errors not visible? ?
  • 26. www.polteq.com © 2007 Polteq IT Services B.V. 26 Conclusion: minimum set for outsourced test • Measure test progress • Measure the quality of the test object • Measure the quality of the test process • Create a basis for test estimation • Control the defects process • Look for possible weak spots in development Toga® Test Outsourcing Governance Approach •Outstanding defects •0 •20 •40 •60 •80 •100 •120 •140 •160 •180 •200 •wk07 •wk08 •wk09 •wk10 •wk11 •wk12 •wk13 •wk14 •wk15 •wk16 •wk17 •wk18•week •defects •open high •open medium •open low •target date •0 •500 •1000 •1500 •2000 •2500 •36•37•38•39•40•41•42•43•44•45•46•47•48•49•50•51•52 •1 •2 •3 •week number •#scripts •passed •failed •blocked •planned •target