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Personal	
  Excellence	
  
10/6/16	
  15:00	
  
	
  
	
  
	
  
	
  
	
  
The	
  Tester's	
  Role:	
  Balancing	
  Technical	
  
Acumen	
  and	
  User	
  Advocacy	
  
Presented	
  by:	
  	
  
	
  
	
   Melissa	
  Tondi	
   	
  
	
  
ShopAtHome.com	
  
	
  
Brought	
  to	
  you	
  by:	
  	
  
	
  	
  
	
  
	
  
	
  
	
  
350	
  Corporate	
  Way,	
  Suite	
  400,	
  Orange	
  Park,	
  FL	
  32073	
  	
  
888-­‐-­‐-­‐268-­‐-­‐-­‐8770	
  ·∙·∙	
  904-­‐-­‐-­‐278-­‐-­‐-­‐0524	
  -­‐	
  info@techwell.com	
  -­‐	
  http://www.starwest.techwell.com/	
  	
  	
  
	
  
	
  	
  
 
	
  
Melissa	
  Tondi	
  
	
  
	
  
Melissa	
  Tondi	
  has	
  spent	
  most	
  of	
  her	
  career	
  working	
  within	
  testing	
  teams,	
  
concentrating	
  on	
  functional,	
  performance,	
  security,	
  and	
  mobile	
  testing	
  techniques.	
  
She	
  is	
  the	
  founder	
  of	
  Denver	
  Mobile	
  and	
  Quality,	
  board	
  member	
  for	
  Software	
  Quality	
  
Association	
  of	
  Denver,	
  and	
  now	
  head	
  of	
  SQE	
  at	
  ShopatHome.com,	
  where	
  she	
  assists	
  
teams	
  to	
  continuously	
  improve	
  the	
  process	
  of	
  quality	
  softwareÛÓfrom	
  design	
  to	
  
delivery.	
  In	
  her	
  software	
  test	
  and	
  quality	
  engineering	
  careers,	
  Melissa	
  has	
  focused	
  
on	
  organizing	
  testing	
  teams	
  around	
  three	
  major	
  tenetsÛÓefficiency,	
  innovation,	
  and	
  
culture.	
  Previously	
  Melissa	
  held	
  positions	
  with	
  a	
  mobile-­‐focused	
  startup,	
  a	
  world-­‐
leading	
  education	
  company,	
  and	
  in	
  the	
  health	
  care,	
  finance,	
  and	
  software-­‐as-­‐a-­‐
service	
  industries.	
  
M E L I S S A T O N D I
S T A R W E S T 2 0 1 6
Shifting the Test Role Pendulum -
Balancing Technical Acumen and
User Advocacy
My Background
 15+ Years in Quality – Software Testing, Quality
Assurance, and Software Quality Engineering - with
8+ years in management
 I work at ShopAtHome.com where I’m the head of
SQE (previously QA)where we’ve successfully
implemented all of the items following
 Before SAH, I was with Verizon/AOL as an Agile
Quality Practitioner where I helped develop a refined
scrum methodology - using the experiences of
software testing to advocate the message that
“quality is everyone’s responsibility”
Takeaways
 Why the Pendulum?
 Discuss the changing landscape and timeline of the
role of testers – from Y2K to Present Day
 Identify factors that caused the QA/Software Tester
role to become mainstream in companies and what
caused the pendulum to shift
 Fill in the gaps with a QE Model that addresses both
technical acumen and user advocacy – emphasizing
efficiency and time-saving strategies
 Present recommendations you can take back to your
team to ensure a good balance between the two
Testing – the Changing Landscape
A pendulum is subject to a restoring force due to
gravity that will accelerate it back toward the
equilibrium position. A pendulum wants balance!
Testing – the Changing Landscape
Timeline for Mainstream QA/Test Teams
 15-20+ Years Ago – Early on, Test/QA Teams were
usually staffed from within the Business or End
Users of the internal products being developed. The
pendulum laid heavily on the side of the User.
 In addition to a nominal understanding of the SDLC, the main
skill sets needed were having product or domain knowledge
and being detail-oriented
 We emphasized heavy documentation (test plans/cases,
strategies, scenarios) over actual testing
 Some factors that contributed: Y2K, Wide adoption of the
Internet
Testing – the Changing Landscape
Timeline for Mainstream QA/Test Teams
 7-15 Years Ago – The influx of commercial tools
and the mis-conception that these tools were a
silver bullet solution glided the pendulum past the
middle briefly, but gravitated to the Technical left.
 Some factors that contributed: SaaS, heavy investment in
commercial tools and therefore roles for specializations in
those tools
Testing – the Changing Landscape
Timeline for Mainstream QA/Test Teams
 Present- 7 Years Ago - The Software
Engineer/Developer in Test (S/DET), Mobile Tester
and Automation Engineer roles have inundated the
open Testing positions and the pendulum shifted
mostly to the Technical left.
 We have tended to put more emphasis on Development skill sets
versus Testing skill sets
 Our new moniker became: “In order to test code, you need to
write code”
 Lack of training or emphasis on the profession of QA/Test – “any
developer can test”
 Some factors that contributed: “Mobile First”, Big Data, etc.
Filling in the Gaps – An Efficient Operating
Model
Automation – The Gateway to Efficiency
Exploratory/Ad Hoc – Increases with the
Above
Accessibility – Introduced as a Result
Mobile – Begs to Become more Efficient
Performance – Shifts the Pendulum Right
Security – Highly Efficient
A Successful Automation Strategy
“Test Automation makes humans more efficient, not less essential”
A Practical, Three-Priority Strategy
1. What are the tests that are executed the most? Smoke/BVT/ Sanity. Automate
them first!​
2. ​Automate the Acceptance Criteria! Why?​
 This Ensures that it is agreed to and understood by the team​
 It is the most important piece that determines a release’s success – MVP!​
 It can serve as the demo to the Product Owner ​
3. ​Dealer’s Choice – Encourages collaboration across the team
 Which tests are most important to Development? Pair!​
 Which scenarios are revenue or uptime critical?
​Rules of Thumb:​
 If a test is executed more than once, it should be a “first” candidate for automation​
 Automation criteria should be defined by the discipline, but understood by the
project team​
 Not everything can or should be automated – leave that decision to the practitioners
on the team. In this case, whoever executes testing tasks​
Exploratory and AdHoc Testing – Just Do It!
“The Greatest Common Denominator (GCD)
Approach”
Breaking down important characteristics into their
most basic elements
 Tests are either:
 Scripted or Unscripted
 Scripted Tests are executed either:
 Automated or Manually
 Unscripted Tests are either:
 Exploratory or Ad Hoc
Accessibility – Getting Started
Worldwide Web Consortium (W3C)
(http://www.w3.org/TR/WCAG20/#guidelines)
 You’ll want to determine which Level is appropriate for
your organization and users (details here), but here’s the
gist:
 Level A – A good place to start. Great for organizations that already
have a product in use and who want to establish a baseline for
accessibility conformance.
 Level AA – The next step. This level means that most people will be
able to use your site/product in most situations. Many education and
government agencies require this level.
 Level AAA – The most difficult to achieve and maintain. In rare
situations, this may be required, but the W3C makes it clear that it is
not possible to satisfy all Level AAA success criteria for some content.
Accessibility – Testing the Guidelines
 Guidelines Verification Process. Our teams use
the W3C checklist to create and execute tests, first
manually, then by using a screen reader.
 Screen Readers
 Window-Eyes
 JAWS
 WebAnywhere
 ReadSpeaker
 Fire Vox
 ChromeVox
Mobile – Testing on Physical Devices vs. Sims/Ems
When to use Simulators/Emulators
 Testing the Function
 Broken buttons, missing images, correct formatting for vertical and
horizontal modes
 RWD or mobile site elements display correctly
 Previewing the Form
 Demo basic design and layout mockups before significant development
investment is spent on polishing the UI
 See the application within the frame of a real device, compared to the
window of a development program
 Accelerating Development Time
 For simple visual checks, opening an app in a device emulator can be as
simple as switching windows, compared to fully loading a physical device
 Test more frequency with quick checks on an emulator, thus finding bugs
faster and with greater context
Mobile – The Device Matrix Technique
Determining your Device Matrix
 Operating System
 OS customizations, missing libraries, driver issues
 Screen Size
 Rendering issues, usability, missing layouts
 Pixel Density
 Density Independence, missing layouts
 Aspect Ratio
 X,Y calculations, overlapping panels, display issues
 System on a Chip (SoC)
 Hardware performance, Instruction set, battery, signal
 Carrier
 Network protocol, speed, responsiveness, packet loss
Mobile - The Device Matrix Technique
Determining your Device Matrix – The Goal
 Efficiency, not necessarily 100% coverage
 Build your lab to cover both apps and mobile web
 Define a list of categories of devices
 Adjust the number of devices based on reasonable coverage
Augment When Needed:
 Perfecto Mobile
 Keynote
 AWS Device Farm
 Cloud Test Lab
Mobile - The Device Matrix an Example
Category Device Name OS Size Density Resolution DPI AR Protocol System on Chip
Newest Sam. Galaxy S 4.2.2 Normal xhdpi 1920x1080 441 16:9 LTE/GSM Qualcomm S4
Flagship LG Nexus 4 4.2 Normal xhdpi 768x1280 318 3:5 GSM Qualcomm S4
Oldest HTC Tattoo 1.6 Small ldpi 320x240 143 4:3 GSM Qualcomm S1
Popular Sam. Galaxy S3 4.1.2 Normal xhdpi 1280x720 326 16:9 CDMA Samsung Exynos
Common Mot. Droid 3 2.3.4 Normal hdpi 960x540 275 16:9 GSM Cortex A9
Abnormal LG Optimus VU 4.0 Large xhdpi 1024x468 256 4:3 GSM Nvidia Tegra 3
Budget Dell Venue 2.2 Normal mdpi 480x800 228 3:5 GSM Snapdragon S2
Catch-all Sony Xperia P 2.3 Normal hdpi 960x540 275 16:9 GSM Sony NovaThor
Automation, Performance and Security
Flaws in our Current Approach
 These Engineers are generally not embedded with
the team
 There is usually a hand-off from the Testers to these
teams versus collaboration throughout
Performance Recommendations
 Embed– Bring in the the Performance Engineers as
early as possible. If that’s not possible:
 Use Open Source Tools
 Apache Jmeter (http://jmeter.apache.org/)
 Grinder (http://grinder.sourceforge.net/)
 loadUI (http://www.loadui.org/)
 OpenWebLoad (http://openwebload.sourceforge.net/)
 OpenSTA (http://opensta.org/)
Performance Recommendations
 Consider these Tests
 Load – How does the system behave with a large number of
users and what is the response time?
 Log response time as a single user and feed that information to the
Performance Engineer
 Capacity/Scalability – How many users can the system support
while not exceeding maximum page times?
 Scale down number of users to typical usage and inject that within
the functional tests
Performance Recommendations
 Stress– How does the system behave in extreme conditions?
 This is usually not a good candidate, but be creative!
 Soak– How does the system behave over a long period of time?
 Check for degradation with a small subset of users (use open
source)
 Account for periodic processes and run tests during that time:
 Backups
 Third Party Exports
Security
 OWASP
(https://www.owasp.org/index.php/Category:OWASP_T
op_Ten_Project)
1. Injection – Verify interpreters separate untrusted data from the
command or query. Intermediate
2. Broken Authentication and Session Management – Verify user
credentials and session IDs are protected. Advanced
3. Cross-Site Scripting (XSS) – Verify user-supplied input is properly
escaped. Advanced except to verify safe JS APIs are being used.
4. Insecure Direct Object References – Verify all object references have
appropriate defenses. Beginner/Intermediate for validating
direct object references are safe.
Security
5. Security Misconfiguration – Environments
should be configured identically. Deploying
updates and patches (including code libraries).
Beginner/Intermediate
6. Sensitive Data Exposure – Verify sensitive data is
encrypted and that autocomplete is disabled on
forms collecting sensitive data. Beginner
7. Missing Function Level Access Control – Verify
the application restricts function level access via
the UI. Beginner
Security
8. Cross-Site Request Forgery (CSRF) –
Advanced except for CAPTCHA checks.
9. Using Components with Known
Vulnerabilities – Advanced
10. Unvalidated Redirects and Forwards -
Advanced
Summary
Takeaways
 The Changing Role of Testers
 Recognize the Factors that
Cause the Change
 Identify Areas that can be more
efficient
 Fill in the Gaps!
Recommendations
 Automation
 Exploratory/AdHoc
 Accessibility
 Mobile
 Performance
 Security
Contact Information
 email: melissa.tondi@gmail.com
 Twitter: @melissatondi
 Blog: MelissaTondi.blogspot.com
 LinkedIn: Melissa Tondi

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The Tester’s Role: Balancing Technical Acumen and User Advocacy

  • 1.         T23   Personal  Excellence   10/6/16  15:00             The  Tester's  Role:  Balancing  Technical   Acumen  and  User  Advocacy   Presented  by:         Melissa  Tondi       ShopAtHome.com     Brought  to  you  by:                 350  Corporate  Way,  Suite  400,  Orange  Park,  FL  32073     888-­‐-­‐-­‐268-­‐-­‐-­‐8770  ·∙·∙  904-­‐-­‐-­‐278-­‐-­‐-­‐0524  -­‐  info@techwell.com  -­‐  http://www.starwest.techwell.com/            
  • 2.     Melissa  Tondi       Melissa  Tondi  has  spent  most  of  her  career  working  within  testing  teams,   concentrating  on  functional,  performance,  security,  and  mobile  testing  techniques.   She  is  the  founder  of  Denver  Mobile  and  Quality,  board  member  for  Software  Quality   Association  of  Denver,  and  now  head  of  SQE  at  ShopatHome.com,  where  she  assists   teams  to  continuously  improve  the  process  of  quality  softwareÛÓfrom  design  to   delivery.  In  her  software  test  and  quality  engineering  careers,  Melissa  has  focused   on  organizing  testing  teams  around  three  major  tenetsÛÓefficiency,  innovation,  and   culture.  Previously  Melissa  held  positions  with  a  mobile-­‐focused  startup,  a  world-­‐ leading  education  company,  and  in  the  health  care,  finance,  and  software-­‐as-­‐a-­‐ service  industries.  
  • 3. M E L I S S A T O N D I S T A R W E S T 2 0 1 6 Shifting the Test Role Pendulum - Balancing Technical Acumen and User Advocacy
  • 4. My Background  15+ Years in Quality – Software Testing, Quality Assurance, and Software Quality Engineering - with 8+ years in management  I work at ShopAtHome.com where I’m the head of SQE (previously QA)where we’ve successfully implemented all of the items following  Before SAH, I was with Verizon/AOL as an Agile Quality Practitioner where I helped develop a refined scrum methodology - using the experiences of software testing to advocate the message that “quality is everyone’s responsibility”
  • 5. Takeaways  Why the Pendulum?  Discuss the changing landscape and timeline of the role of testers – from Y2K to Present Day  Identify factors that caused the QA/Software Tester role to become mainstream in companies and what caused the pendulum to shift  Fill in the gaps with a QE Model that addresses both technical acumen and user advocacy – emphasizing efficiency and time-saving strategies  Present recommendations you can take back to your team to ensure a good balance between the two
  • 6. Testing – the Changing Landscape A pendulum is subject to a restoring force due to gravity that will accelerate it back toward the equilibrium position. A pendulum wants balance!
  • 7. Testing – the Changing Landscape Timeline for Mainstream QA/Test Teams  15-20+ Years Ago – Early on, Test/QA Teams were usually staffed from within the Business or End Users of the internal products being developed. The pendulum laid heavily on the side of the User.  In addition to a nominal understanding of the SDLC, the main skill sets needed were having product or domain knowledge and being detail-oriented  We emphasized heavy documentation (test plans/cases, strategies, scenarios) over actual testing  Some factors that contributed: Y2K, Wide adoption of the Internet
  • 8. Testing – the Changing Landscape Timeline for Mainstream QA/Test Teams  7-15 Years Ago – The influx of commercial tools and the mis-conception that these tools were a silver bullet solution glided the pendulum past the middle briefly, but gravitated to the Technical left.  Some factors that contributed: SaaS, heavy investment in commercial tools and therefore roles for specializations in those tools
  • 9. Testing – the Changing Landscape Timeline for Mainstream QA/Test Teams  Present- 7 Years Ago - The Software Engineer/Developer in Test (S/DET), Mobile Tester and Automation Engineer roles have inundated the open Testing positions and the pendulum shifted mostly to the Technical left.  We have tended to put more emphasis on Development skill sets versus Testing skill sets  Our new moniker became: “In order to test code, you need to write code”  Lack of training or emphasis on the profession of QA/Test – “any developer can test”  Some factors that contributed: “Mobile First”, Big Data, etc.
  • 10. Filling in the Gaps – An Efficient Operating Model Automation – The Gateway to Efficiency Exploratory/Ad Hoc – Increases with the Above Accessibility – Introduced as a Result Mobile – Begs to Become more Efficient Performance – Shifts the Pendulum Right Security – Highly Efficient
  • 11. A Successful Automation Strategy “Test Automation makes humans more efficient, not less essential” A Practical, Three-Priority Strategy 1. What are the tests that are executed the most? Smoke/BVT/ Sanity. Automate them first!​ 2. ​Automate the Acceptance Criteria! Why?​  This Ensures that it is agreed to and understood by the team​  It is the most important piece that determines a release’s success – MVP!​  It can serve as the demo to the Product Owner ​ 3. ​Dealer’s Choice – Encourages collaboration across the team  Which tests are most important to Development? Pair!​  Which scenarios are revenue or uptime critical? ​Rules of Thumb:​  If a test is executed more than once, it should be a “first” candidate for automation​  Automation criteria should be defined by the discipline, but understood by the project team​  Not everything can or should be automated – leave that decision to the practitioners on the team. In this case, whoever executes testing tasks​
  • 12. Exploratory and AdHoc Testing – Just Do It! “The Greatest Common Denominator (GCD) Approach” Breaking down important characteristics into their most basic elements  Tests are either:  Scripted or Unscripted  Scripted Tests are executed either:  Automated or Manually  Unscripted Tests are either:  Exploratory or Ad Hoc
  • 13. Accessibility – Getting Started Worldwide Web Consortium (W3C) (http://www.w3.org/TR/WCAG20/#guidelines)  You’ll want to determine which Level is appropriate for your organization and users (details here), but here’s the gist:  Level A – A good place to start. Great for organizations that already have a product in use and who want to establish a baseline for accessibility conformance.  Level AA – The next step. This level means that most people will be able to use your site/product in most situations. Many education and government agencies require this level.  Level AAA – The most difficult to achieve and maintain. In rare situations, this may be required, but the W3C makes it clear that it is not possible to satisfy all Level AAA success criteria for some content.
  • 14. Accessibility – Testing the Guidelines  Guidelines Verification Process. Our teams use the W3C checklist to create and execute tests, first manually, then by using a screen reader.  Screen Readers  Window-Eyes  JAWS  WebAnywhere  ReadSpeaker  Fire Vox  ChromeVox
  • 15. Mobile – Testing on Physical Devices vs. Sims/Ems When to use Simulators/Emulators  Testing the Function  Broken buttons, missing images, correct formatting for vertical and horizontal modes  RWD or mobile site elements display correctly  Previewing the Form  Demo basic design and layout mockups before significant development investment is spent on polishing the UI  See the application within the frame of a real device, compared to the window of a development program  Accelerating Development Time  For simple visual checks, opening an app in a device emulator can be as simple as switching windows, compared to fully loading a physical device  Test more frequency with quick checks on an emulator, thus finding bugs faster and with greater context
  • 16. Mobile – The Device Matrix Technique Determining your Device Matrix  Operating System  OS customizations, missing libraries, driver issues  Screen Size  Rendering issues, usability, missing layouts  Pixel Density  Density Independence, missing layouts  Aspect Ratio  X,Y calculations, overlapping panels, display issues  System on a Chip (SoC)  Hardware performance, Instruction set, battery, signal  Carrier  Network protocol, speed, responsiveness, packet loss
  • 17. Mobile - The Device Matrix Technique Determining your Device Matrix – The Goal  Efficiency, not necessarily 100% coverage  Build your lab to cover both apps and mobile web  Define a list of categories of devices  Adjust the number of devices based on reasonable coverage Augment When Needed:  Perfecto Mobile  Keynote  AWS Device Farm  Cloud Test Lab
  • 18. Mobile - The Device Matrix an Example Category Device Name OS Size Density Resolution DPI AR Protocol System on Chip Newest Sam. Galaxy S 4.2.2 Normal xhdpi 1920x1080 441 16:9 LTE/GSM Qualcomm S4 Flagship LG Nexus 4 4.2 Normal xhdpi 768x1280 318 3:5 GSM Qualcomm S4 Oldest HTC Tattoo 1.6 Small ldpi 320x240 143 4:3 GSM Qualcomm S1 Popular Sam. Galaxy S3 4.1.2 Normal xhdpi 1280x720 326 16:9 CDMA Samsung Exynos Common Mot. Droid 3 2.3.4 Normal hdpi 960x540 275 16:9 GSM Cortex A9 Abnormal LG Optimus VU 4.0 Large xhdpi 1024x468 256 4:3 GSM Nvidia Tegra 3 Budget Dell Venue 2.2 Normal mdpi 480x800 228 3:5 GSM Snapdragon S2 Catch-all Sony Xperia P 2.3 Normal hdpi 960x540 275 16:9 GSM Sony NovaThor
  • 19. Automation, Performance and Security Flaws in our Current Approach  These Engineers are generally not embedded with the team  There is usually a hand-off from the Testers to these teams versus collaboration throughout
  • 20. Performance Recommendations  Embed– Bring in the the Performance Engineers as early as possible. If that’s not possible:  Use Open Source Tools  Apache Jmeter (http://jmeter.apache.org/)  Grinder (http://grinder.sourceforge.net/)  loadUI (http://www.loadui.org/)  OpenWebLoad (http://openwebload.sourceforge.net/)  OpenSTA (http://opensta.org/)
  • 21. Performance Recommendations  Consider these Tests  Load – How does the system behave with a large number of users and what is the response time?  Log response time as a single user and feed that information to the Performance Engineer  Capacity/Scalability – How many users can the system support while not exceeding maximum page times?  Scale down number of users to typical usage and inject that within the functional tests
  • 22. Performance Recommendations  Stress– How does the system behave in extreme conditions?  This is usually not a good candidate, but be creative!  Soak– How does the system behave over a long period of time?  Check for degradation with a small subset of users (use open source)  Account for periodic processes and run tests during that time:  Backups  Third Party Exports
  • 23. Security  OWASP (https://www.owasp.org/index.php/Category:OWASP_T op_Ten_Project) 1. Injection – Verify interpreters separate untrusted data from the command or query. Intermediate 2. Broken Authentication and Session Management – Verify user credentials and session IDs are protected. Advanced 3. Cross-Site Scripting (XSS) – Verify user-supplied input is properly escaped. Advanced except to verify safe JS APIs are being used. 4. Insecure Direct Object References – Verify all object references have appropriate defenses. Beginner/Intermediate for validating direct object references are safe.
  • 24. Security 5. Security Misconfiguration – Environments should be configured identically. Deploying updates and patches (including code libraries). Beginner/Intermediate 6. Sensitive Data Exposure – Verify sensitive data is encrypted and that autocomplete is disabled on forms collecting sensitive data. Beginner 7. Missing Function Level Access Control – Verify the application restricts function level access via the UI. Beginner
  • 25. Security 8. Cross-Site Request Forgery (CSRF) – Advanced except for CAPTCHA checks. 9. Using Components with Known Vulnerabilities – Advanced 10. Unvalidated Redirects and Forwards - Advanced
  • 26. Summary Takeaways  The Changing Role of Testers  Recognize the Factors that Cause the Change  Identify Areas that can be more efficient  Fill in the Gaps! Recommendations  Automation  Exploratory/AdHoc  Accessibility  Mobile  Performance  Security
  • 27. Contact Information  email: melissa.tondi@gmail.com  Twitter: @melissatondi  Blog: MelissaTondi.blogspot.com  LinkedIn: Melissa Tondi