The document discusses the significance of test estimation in software development, emphasizing its role in project planning, resource allocation, budgeting, risk management, and stakeholder alignment. It outlines various test estimation techniques, such as work breakdown structure and agile estimation methods, and offers best practices to ensure accuracy in estimates. Ultimately, effective test estimation is crucial for optimizing resources and enhancing project success within the software development lifecycle.

1. Paras Pandya December 19, 2023
Significance of Test Estimating in the
Software Development
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Table of Contents
1. What is software test estimati…
2. Why test estimation?
2.1. Key reasons for conducti…
2.1.1. Facilitating Project Pl…
2.1.2. Efficient Resource All…
2.1.3. Effective Budgeting a…
2.1.4. Proactive Risk Mana…
2.1.5. Aligning Stakeholder …
2 1 6 O ti i i P j t
3. What To Estimate?
4. Test Estimation Techniques
4.1. Common and Widely Utili…
4.1.1. 1. Work Breakdown …
4.1.2. 2. 3-Point Software E…
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Test estimating in software development refers to the ways and approaches used to determine or
evaluate the efforts, resources and timelines required for testing in software development projects.
What is software test estimation?
Software Development test estimation is a managerial task involving assessing and
approximating the necessary time, resources, and costs for executing tests in a specific
environment. Additionally, it serves as a projection, preventing time constraints and avoiding
exceeding budgets.
Why test estimation?
Key reasons for conducting test estimation
Facilitating Project Planning:
Accurate estimations helps project managers to maintain a well-organized project timeline. By
having a clear understanding of the time required for testing activities, realistic schedules can be
developed, ensuring effective coordination with development and other project tasks.
Efficient Resource Allocation:
With reliable test estimations, resource allocations, such as the testing tools in software testing,
number of testers and required testing environments, can be handled with precision. This ensures
that resources are neither overallocated nor underutilised.
Effective Budgeting and Cost Control:
The success of a project depends on the effective management of budgets. Effective management
requires the evaluation of many expenses like infrastructure costs, personnel costs, and tooling
costs. Having a good understanding of the expected expenses, organisations can make better
budget decisions.
Proactive Risk Management:
Estimations provide visibility into potential risks associated with testing, allowing for proactive
implementation of risk mitigation strategies. This ensures that areas requiring additional attention
or resources are addressed promptly.
Aligning Stakeholder Expectations:
Estimation sets true expectations with project stakeholders, fostering clear communication with
clients, managers, and development teams.
Optimizing Projects:
Accurate estimation facilitates better planning and optimization of testing activities. It identifies
opportunities for process improvements, resource optimization, and automation, leading to
increased productivity in the testing process.
What To Estimate?
Estimation techniques are undertaken to assess various factors of software development. These
techniques are used in knowing the time, resources, efforts, and expenses associated with
different components of a project.
1. To begin with, estimation techniques allow for the evaluation of the effort needed for diverse
activities such as analysis, design, coding, testing, documentation, and project management.
2. These techniques prove valuable in determining the time required to accomplish the entire
project or specific milestones, taking into account dependencies and constraints.
3. Estimation techniques are helpful in the assessment of necessary resources including tools,
team members, skillsets and infrastructure.
4. Moreover, these techniques can be applied in estimating the complex features, potential risks,
and uncertainties and also measure the effort needed for documentation and project tasks.
Test Estimation Techniques
Common and Widely Utilized Test Estimation Techniques
1. Work Breakdown Structure:
This involves breaking down a large task into smaller, more manageable groups for easier
execution.
2. 3-Point Software Estimation Test:
Tasks are dissected into smaller components, and each is estimated using three points – Best
case, Most likely, and Worst case scenarios.
3. Wideband Delphi Method:
This technique brings together a panel of experts to collectively determine the most probable
outcome, reaching a common consensus.
4. Functional Point Analysis:
Breaking down extensive tasks into smaller components, with each small task estimated based on
factors like size, cost, and project duration.
5. Agile Techniques:
Agile estimation techniques utilize current data and past experience for estimation, continuously
integrating new information into the project to enhance the estimation process.
6. Distribution in Percentage:
Each stage is evaluated in terms of percentages to determine the effort allocation for each phase
of the testing cycle.
Insights about Agile Estimation – Benefits and Successful
Story Points
Agile estimation involves gauging the effort needed to complete a prioritized task within the
product backlog. This estimation is focused on determining the time required for task completion,
enhancing the accuracy of sprint planning.
Teams engage in Agile estimation for several reasons. Overestimation and underestimation are
common challenges in Agile software development companies, resulting in unpredictable
development and launch times. Early consideration of Agile estimation is essential for achieving
accurate user story estimations. This practice ensures that the team remains focused on
deliverables and avoids unnecessary deviations.
Here are some benefits of Agile Estimation techniques
Informed Decision-Making
Accurate Agile estimation empowers the development team to conduct effective backlog grooming
sessions, leading to precise sprint planning. Informed decisions based on reliable estimates
contribute to improved user story delivery times.
Enhanced Coordination
Agile estimation facilitates better coordination within the team. For instance, when user story A is
estimated at two weeks and user story B at four weeks, interdependencies between the two
stories necessitate careful prioritization, ensuring simultaneous completion and fostering improved
teamwork.
Effective Risk Management
Agile project estimation is a key component in mitigating risks associated with budget and timeline
overruns. Accurate estimates, including story points, enable teams to adhere to budgets, timelines,
and project scope, reducing the risk of delays and ensuring on-time, quality delivery.
Agile estimation, when executed thoughtfully, not only addresses challenges related to
overestimation and underestimation but also contributes to the overall success of software
projects. It provides teams with the necessary tools to make informed decisions, enhance
coordination, and effectively manage risks throughout the development process.
Streamlining Agile with Effective Story Point Adoption
Successfully employing story point estimation in Agile involves a systematic process leveraging
historical data for accurate project assessment.
The sequential steps for Implementing this estimation technique are as follows:
1. User Story Identification:
Begin by identifying user stories that encapsulate the project’s features. The Product Owner or
business analyst plays a crucial role in discussing the story requirements and clarifying any
uncertainties surrounding the story’s content.
2. Requirement Discussion:
Engage in comprehensive discussions about the user story requirements. The Product Owner or
business analyst takes on the responsibility of responding to queries and providing a clear
understanding of the story’s essence.
3. Estimation Matrix Creation:
Develop an estimation matrix, a numeric scale used to assess the chosen pieces of work. This
scale could be based on the Fibonacci sequence (e.g., 5, 8, 13, 21, 34) or a straightforward linear
scale (e.g., 3, 4, 5, 6, 7). The matrix serves as a reference point for evaluating the complexity of
each task.
4. Agile Estimation Technique Selection:
Choose an Agile estimation technique that aligns with the team’s preferences and the project’s
specific requirements. Whether using Planning Poker, T-Shirt Sizing, or other methods, select the
most suitable approach for your team.
5. Sprint Planning:
Implement sprint planning based on the estimates derived from the chosen Agile estimation
technique. This phase involves allocating tasks to specific sprints and creating a roadmap for
project execution.
6. Internal Consistency Validation:
Throughout the process, validate that the estimates maintain internal consistency and align with
the respective user stories. This ensures that the estimation framework remains reliable and
accurately reflects the complexities of the tasks.
By following these steps, teams can effectively leverage story point estimation in Agile, utilizing
historical data to enhance the precision of project estimates. This method not only streamlines the
planning process but also promotes better alignment between estimations and the actual
execution of user stories.
Test estimation best practices
Test estimation stands as a pivotal element within the software development cycle, playing a
crucial role in effective planning, resource allocation, and overall project management. To ensure
precision and reliability in the estimation process, consider the following best practices:
1. Thorough Understanding of Requirements:
Before initiating the estimation process, it is imperative to possess a comprehensive
understanding of the project requirements. Any ambiguities or incomplete information may lead to
inaccuracies in the estimates.
2. Breakdown of Tasks:
Rather than providing a singular estimate for the entire project, break down the testing effort into
smaller, more manageable tasks. This approach enhances precision in estimation and mitigates
the risk of overlooking crucial aspects.
3. Historical Data:
Leverage historical data to expedite and enhance the estimation process. Previous projects with
similar scopes and complexities can serve as valuable reference points, offering insights into the
testing effort required.
4. Working with Right Experts:
Seek input from team members who have experience with similar story estimations. Involving
experienced testers, test leads, and other stakeholders can significantly improve the accuracy of
estimates.
5. Employ Estimation Techniques:
Select and apply the most appropriate estimation technique based on the unique characteristics of
the project. Some examples are selenium testing and agile methodology in testing. Tailoring the
approach to the project’s specific requirements enhances the accuracy of estimates.
6. Consider Risk Factors:
Identify potential risks that may impact testing efforts early in the process. Allocate additional time
to accommodate unforeseen issues that could arise during testing.
7. Account for Environment and Infrastructure:
Ensure that the estimation accounts for the time required to set up and maintain the necessary
test environments, tools, and infrastructure.
8. Review and Validate:
Seek a fresh perspective by having someone else review the estimations. This external input can
contribute to more accurate estimations by identifying any oversights.
9. Update Estimations:
As the project progresses and more information becomes available, periodically reassess and
update the estimates. Document the reasons for any adjustments made to the original estimation.
10. Track and Learn:
Maintain a record of the actual time and effort expended on testing activities, and compare this
data with the estimated values. Analyze any discrepancies to derive insights that can be applied to
enhance future estimations.
Caution
Keep in mind that estimation is not an exact science, and unexpected situations can influence the
actual effort needed. It’s essential to regularly review and modify the estimates as the project
advances to ensure a successful testing phase.
Conclusion
Test estimation techniques aren’t limited to software testing; they offer value throughout the entire
software development life cycle. By combining the mentioned methods, a more accurate and
precise estimation can be achieved. Ensuring accurate estimates for any project is crucial for
optimizing the use of resources, time, and skills to their fullest potential.
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