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AW4
Concurrent Session 
11/7/2012 10:15 AM 
 
 
 
 
 
 
 

"Tune Agile Test Strategies to Project
and Product Maturity"
 
 
 

Presented by:
Anna Royzman
Liquidnet Holdings, Inc.
 
 
 
 
 
 
 
 

Brought to you by: 
 

 
 
340 Corporate Way, Suite 300, Orange Park, FL 32073 
888‐268‐8770 ∙ 904‐278‐0524 ∙ sqeinfo@sqe.com ∙ www.sqe.com
Anna Royzman
Liquidnet Holdings, Inc.
Anna Royzman is the test lead in a cross-functional product development team that
creates and delivers game-changing software in the financial industry, where “quality” is
as important as the “time to market.” With a wealth of experience in the testing and
quality assurance field, she has developed unique perspectives on quality leadership
during the past decade. Anna organizes discussion panels, leads SIGs, creates
workshops, and speaks at conferences to promote the value of skillful testing and the
whole team approach to quality. Anna is an AST member and passionate supporter of
the context-driven school of thought in software testing. She writes about her latest
ideas and personal insights on quality and testing on her blog.

 
Tune Agile Test Strategies
to Project and Product
Maturity
Anna Royzman
ari16a @ gmail.com
@QA_nna

How "agile" you are doesn’t matter.
What matters is satisfying
customers, stakeholders,
employees.
Esther Derby,
Agile Consultant, Coach, Teacher

1
“QUALITY” – what’s in the
word?
It depends on who and when you ask

Is your understanding of “quality” in
sync with your stakeholders/end users?

2
If your team’s definition of “quality” is not
mapped to the stakeholders and end
users expectations, then you either doing
too much or too little without even
knowing it

3
Group Exercise #1:
Identify all groups of stakeholders and brainstorm what
“quality” means to each group

The results might look like that:
Stakeholders

What “Quality” means to this group

Product Owner

Delivery

Customers

Product satisfies their needs; user-friendliness
(usability, intuitiveness, sense of control),
stability (whatever worked before doesn’t break
now)

Customer Support

Easy troubleshooting, low maintenance

Business

Business value, ROI

Operations

Scalability, system stability

Sales

Implemented features which they promised to
customers are functioning well

C-level management

Revenue, reputation

IT management

Project costs

Security

Data protection, anti-hacking checks

Team

Minimizing tech debt, good processes

Deployment

Error-prone and fast deployment

4
Homework suggestion :
come up with your own list as a team

Risks

5
Risks at Different Levels of
Project and Product
Maturity
Project Risks
Quality Risks

Product Maturity Stages

6
Aides to initiate, fund and sell the
product

Product Maturity Stages
1. Aides to initiate, fund and sell the
product:
• Strawman proposal (document, PPT)
• Proof of Concept (working prototype)
• Sales Demo version (limited version of the
software to demonstrate product features to a
customer)

7
Production

Product Maturity Stages (cont.)
2. Production:
• Pilot Product/Feature (exposed to a limited
number of ‘early adopters’)
• New Product/Feature
• Mature Product/Feature

8
Bug impact is always contextual

Quality Risks
Bug impact is always contextual
It’s important to know the business vision,
the sales pitch, how the product is being
supported, and the user expectations in
order to have a better judgment on the
quality risks

9
Group Exercise #2:
At what project stage do you need to test
that the following works…

Tests/Stage

POC

Live
Demo

Pilot

New
Product

Mature
Product

User can login with
username/password
User cannot login with invalid
username or password
User-friendly warning message
appears on invalid
username/password input
Authentication security measures
(firewall rules)
Simultaneous login of 500 users
Password expiration after 90 days
“Who Cares” (stakeholder group
which gets affected if bug is found)

10
The results might look like that:
Tests/Stage

POC

Live
Demo

Pilot

New
Product

Mature
Product

User can login with
username/password
User cannot login with invalid
username or password
User-friendly warning message
appears on invalid
username/password input
Authentication security measures
(firewall rules)
Simultaneous login of 500 users
Password expiration after 90 days

Quality Advocacy is
a Team Thing

11
Everyone on the Team is a Quality
Advocate
Disconnect between specialists of different disciplines
in the team happen when the team members don’t have
clear understanding of stakeholders or users’ Quality
needs. Then it is common for QA to be ‘gatekeepers’, or
various other bad things happen which make everyone’s
work less enjoyable.
When everyone on the team understands the quality
requirements from each stakeholder group, then
everyone becomes a quality advocate. Now the whole
team has one goal and speaks the same language.

Quality Advocacy In Action
Email from Craig, our developer:
“Anna this is now implemented, but there are some known issues.
Please test the new grid widget thoroughly, and help nail down very specific steps
to reproduce the issues. Most of the issues center around scrolling and redrawing.
Here are some areas that I believe may have issues (please verify as I am not
certain)
• -if group-by is changed and the tree grid is refreshed, the scrolling is not reset
properly and it is possible to scroll past the end of the table
• if you scroll midway down the treegrid and then close/expand some branches
scrolling is not reset so it is possible to scroll past the end of the table
• if you resize the browser the treegrid does not automatically resize to take up
all available space. The columns stay the same size. But if you slightly adjust
things for example close the filter panel or move it slightly suddenly the
treegrid does adjust.

There may be more. We need to find as many display
issues as we can they are not serious but they may have a
psychological effect making the product seem
unpolished.
thanks!”

12
Selecting Testing
Methods
Within the Context

JetBlue airlines Airbus 320
Seat pitch:
Seat width:
Inflight entertainment:

34–38 inches
17.8 inches
DIRECTV*, SiriusXM Radio*, JetBlue
Features**

1
Multimedia Control

Beginning of the flight

2
Half an hour later

An hour later…

3
The World of Automation

The World of Automation
What is it:
• Usage of tools that assist with testing or checking tasks
Testing Tools/Frameworks (custom, commercial and Open
Source):
• Unit testing frameworks
• Acceptance testing tools/frameworks (incl. GUI validation)
• Performance testing tools
• Security testing tools
• Protocol testing tools
• Simulators, log helpers, debuggers. “code coverage” and
other automated support tools

4
AT: Benefits and Limitations

Automation
• Benefits
• Great for building a ‘safety net’ of business-critical workflows
and logic that must work every time
• Sanity checks and unit tests
• Assisting humans with humongous or repeatable tasks (stress
or load testing, system integration testing, data testing, 3rd
party certification etc.)

• Limitations
• Maintenance (technical debt) – like any other code
• Bugs – like any other code
• High liability – when too many tests are written (have to trim
your automation suite often)
• Cannot test usability
• Upfront cost

5
Exploratory Testing

Exploratory Testing
• What is it
• A skilled testing activity which is described as simultaneous
learning, test design and test execution. It requires thinking
and asking questions.

• Benefits
• ET seeks to find how the software actually works, not only that
the ‘requirements are being met’
• It’s often the only way to discover usability risks
• It’s a good method for testing business assumptions

• Limitations
• It’s manual
• It’s a skill
• It’s time-consuming activity – may not be able to cover all you
need within timeframes

6
Group Test

Group Test
• What is it
• A group testing activity, where whole team (and sometimes
stakeholders and customer support) test various scenarios at
the same time on one production-like environment

• Benefits
•
•
•
•
•

Great for team building
Everyone is getting exposure to the whole product
Rapid feedback on quality of the software
More eyes and hands on the UI
Whole system integration testing

• Limitations
• It’s not skilled testing (the bugs can be missed)
• It must be coordinated
• You cannot do it all the time; people see it as a distraction

7
User Test Drive

User Test Drive
• What is it
• End users’ direct or indirect input into product/feature
usefulness and intuitiveness through hands-on experience
with the software

• Benefits
• A great way to understand how the product or feature will be
used in the field
• Prioritizing or refocusing testing coverage through discovering
what’s important to users
• Establishing rapport and continuous feedback loop

• Limitations
• It’s personal
• Usually not looking for an ‘edge case’ (but you will hear it later
LOUD and CLEAR ☺)

8
Select Testing Scope and Strategy
based on the Context:
• Product maturity stage
• Tolerance to failures (understanding
stakeholder needs)
• User feedback
• Risks (both project and quality)
• Delivery time
• Testing assets (people and tools)

My Testing Toolkit

9
My Testing Toolkit
• Automation (using variety of different tools)
• Production “safety net” – business workflows which must work all the time
• Complex logic algorithms (usually through the unit tests, at the component
level)
• Cross-OS/browser testing
• Load testing
• Demo laptop: start up and check
• Build sanity check

• Exploratory testing
• Story and enhancements testing
• Usability testing
• Validating business assumptions

• Group test
• Rapid feedback on massive changes to the software
• Infrastructure or “look and feel” changes

• User test drive
• New features
• Enhancements
• Usability

Group Exercise #3:
What testing methods would you use in the following
circumstances…

10
Try is with your team: which testing methods would apply?
Business Analyst (Pilot Product):
Two records must match on 30 different fields. Only in this case our
company gets Admin Fees (a.k.a. revenue). Mismatch on each of
these fields should produce a specific error message.
Product Owner (New Product):
Our Admin users complaint a lot about their workflow. We need to
redesign this workflow and implement it in our new product.
Tech Lead (Mature Product):
The framework we used to build our product is no longer
supported. We must switch to the new language in our version 2.0.
Business Owner (Pilot Product, release night):
Oh My God! We don’t have “Total” rows in our screens! Well, our
clients didn’t ask for it during the demos… but we would look like
COMPLETE FOOLS without that feature!

Summary

11
Testing Strategy Workbook
Stage

Testing

Concept (usually a doc or
presentation)

Review for the questionable technological claims or
delivery assumptions.

Proof of Concept (working
prototype)

Minimal testing (depending on the context) to assure that
the demo will work; set expectations upfront.

Sales Demo

Get the list of scenarios which Sales will demo and test only
these scenarios. Set expectations with Sales upfront.

Pilot Product/Feature

The “quality threshold” is lower for this stage, and the
number of users is usually limited. Don’t invest too much
time and effort into “complete” testing coverage. Manual
testing often suffice. Include customer support in testing.

New Product/Feature

Expect that new enhancements/tweaks will be requested
soon. New feature is rarely a final version. Design your
automated tests suite with this notion in mind. Test for
usability. Include customer support in testing.

Mature Product/Feature

Reputation of product/service quality becomes more
significant. No one likes “surprises”: when the previously
working business-critical feature stops working, it affects
the users’ perceptions of product’s reliability; such
perceptions often affect the business as well. Create and
maintain a robust “safety net” automation regression suite
to include all business-critical scenarios; some tests (not
all) should be checking UI layer as well.

Sometimes grammar matters…

12
Keep in Touch!
Email: ari16a @ gmail.com
Twitter: @QA_nna
Blog: www.quality-leader.com
Join AST Quality Leader SIG:
http://tech.groups.yahoo.com/group/QualityLeaderSIG
Join Association for Software Testing:
http://www.associationforsoftwaretesting.org/

13

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Tune Agile Test Strategies to Project and Product Maturity

  • 1.           AW4 Concurrent Session  11/7/2012 10:15 AM                "Tune Agile Test Strategies to Project and Product Maturity"       Presented by: Anna Royzman Liquidnet Holdings, Inc.                 Brought to you by:        340 Corporate Way, Suite 300, Orange Park, FL 32073  888‐268‐8770 ∙ 904‐278‐0524 ∙ sqeinfo@sqe.com ∙ www.sqe.com
  • 2. Anna Royzman Liquidnet Holdings, Inc. Anna Royzman is the test lead in a cross-functional product development team that creates and delivers game-changing software in the financial industry, where “quality” is as important as the “time to market.” With a wealth of experience in the testing and quality assurance field, she has developed unique perspectives on quality leadership during the past decade. Anna organizes discussion panels, leads SIGs, creates workshops, and speaks at conferences to promote the value of skillful testing and the whole team approach to quality. Anna is an AST member and passionate supporter of the context-driven school of thought in software testing. She writes about her latest ideas and personal insights on quality and testing on her blog.  
  • 3. Tune Agile Test Strategies to Project and Product Maturity Anna Royzman ari16a @ gmail.com @QA_nna How "agile" you are doesn’t matter. What matters is satisfying customers, stakeholders, employees. Esther Derby, Agile Consultant, Coach, Teacher 1
  • 4. “QUALITY” – what’s in the word? It depends on who and when you ask Is your understanding of “quality” in sync with your stakeholders/end users? 2
  • 5. If your team’s definition of “quality” is not mapped to the stakeholders and end users expectations, then you either doing too much or too little without even knowing it 3
  • 6. Group Exercise #1: Identify all groups of stakeholders and brainstorm what “quality” means to each group The results might look like that: Stakeholders What “Quality” means to this group Product Owner Delivery Customers Product satisfies their needs; user-friendliness (usability, intuitiveness, sense of control), stability (whatever worked before doesn’t break now) Customer Support Easy troubleshooting, low maintenance Business Business value, ROI Operations Scalability, system stability Sales Implemented features which they promised to customers are functioning well C-level management Revenue, reputation IT management Project costs Security Data protection, anti-hacking checks Team Minimizing tech debt, good processes Deployment Error-prone and fast deployment 4
  • 7. Homework suggestion : come up with your own list as a team Risks 5
  • 8. Risks at Different Levels of Project and Product Maturity Project Risks Quality Risks Product Maturity Stages 6
  • 9. Aides to initiate, fund and sell the product Product Maturity Stages 1. Aides to initiate, fund and sell the product: • Strawman proposal (document, PPT) • Proof of Concept (working prototype) • Sales Demo version (limited version of the software to demonstrate product features to a customer) 7
  • 10. Production Product Maturity Stages (cont.) 2. Production: • Pilot Product/Feature (exposed to a limited number of ‘early adopters’) • New Product/Feature • Mature Product/Feature 8
  • 11. Bug impact is always contextual Quality Risks Bug impact is always contextual It’s important to know the business vision, the sales pitch, how the product is being supported, and the user expectations in order to have a better judgment on the quality risks 9
  • 12. Group Exercise #2: At what project stage do you need to test that the following works… Tests/Stage POC Live Demo Pilot New Product Mature Product User can login with username/password User cannot login with invalid username or password User-friendly warning message appears on invalid username/password input Authentication security measures (firewall rules) Simultaneous login of 500 users Password expiration after 90 days “Who Cares” (stakeholder group which gets affected if bug is found) 10
  • 13. The results might look like that: Tests/Stage POC Live Demo Pilot New Product Mature Product User can login with username/password User cannot login with invalid username or password User-friendly warning message appears on invalid username/password input Authentication security measures (firewall rules) Simultaneous login of 500 users Password expiration after 90 days Quality Advocacy is a Team Thing 11
  • 14. Everyone on the Team is a Quality Advocate Disconnect between specialists of different disciplines in the team happen when the team members don’t have clear understanding of stakeholders or users’ Quality needs. Then it is common for QA to be ‘gatekeepers’, or various other bad things happen which make everyone’s work less enjoyable. When everyone on the team understands the quality requirements from each stakeholder group, then everyone becomes a quality advocate. Now the whole team has one goal and speaks the same language. Quality Advocacy In Action Email from Craig, our developer: “Anna this is now implemented, but there are some known issues. Please test the new grid widget thoroughly, and help nail down very specific steps to reproduce the issues. Most of the issues center around scrolling and redrawing. Here are some areas that I believe may have issues (please verify as I am not certain) • -if group-by is changed and the tree grid is refreshed, the scrolling is not reset properly and it is possible to scroll past the end of the table • if you scroll midway down the treegrid and then close/expand some branches scrolling is not reset so it is possible to scroll past the end of the table • if you resize the browser the treegrid does not automatically resize to take up all available space. The columns stay the same size. But if you slightly adjust things for example close the filter panel or move it slightly suddenly the treegrid does adjust. There may be more. We need to find as many display issues as we can they are not serious but they may have a psychological effect making the product seem unpolished. thanks!” 12
  • 15. Selecting Testing Methods Within the Context JetBlue airlines Airbus 320 Seat pitch: Seat width: Inflight entertainment: 34–38 inches 17.8 inches DIRECTV*, SiriusXM Radio*, JetBlue Features** 1
  • 17. Half an hour later An hour later… 3
  • 18. The World of Automation The World of Automation What is it: • Usage of tools that assist with testing or checking tasks Testing Tools/Frameworks (custom, commercial and Open Source): • Unit testing frameworks • Acceptance testing tools/frameworks (incl. GUI validation) • Performance testing tools • Security testing tools • Protocol testing tools • Simulators, log helpers, debuggers. “code coverage” and other automated support tools 4
  • 19. AT: Benefits and Limitations Automation • Benefits • Great for building a ‘safety net’ of business-critical workflows and logic that must work every time • Sanity checks and unit tests • Assisting humans with humongous or repeatable tasks (stress or load testing, system integration testing, data testing, 3rd party certification etc.) • Limitations • Maintenance (technical debt) – like any other code • Bugs – like any other code • High liability – when too many tests are written (have to trim your automation suite often) • Cannot test usability • Upfront cost 5
  • 20. Exploratory Testing Exploratory Testing • What is it • A skilled testing activity which is described as simultaneous learning, test design and test execution. It requires thinking and asking questions. • Benefits • ET seeks to find how the software actually works, not only that the ‘requirements are being met’ • It’s often the only way to discover usability risks • It’s a good method for testing business assumptions • Limitations • It’s manual • It’s a skill • It’s time-consuming activity – may not be able to cover all you need within timeframes 6
  • 21. Group Test Group Test • What is it • A group testing activity, where whole team (and sometimes stakeholders and customer support) test various scenarios at the same time on one production-like environment • Benefits • • • • • Great for team building Everyone is getting exposure to the whole product Rapid feedback on quality of the software More eyes and hands on the UI Whole system integration testing • Limitations • It’s not skilled testing (the bugs can be missed) • It must be coordinated • You cannot do it all the time; people see it as a distraction 7
  • 22. User Test Drive User Test Drive • What is it • End users’ direct or indirect input into product/feature usefulness and intuitiveness through hands-on experience with the software • Benefits • A great way to understand how the product or feature will be used in the field • Prioritizing or refocusing testing coverage through discovering what’s important to users • Establishing rapport and continuous feedback loop • Limitations • It’s personal • Usually not looking for an ‘edge case’ (but you will hear it later LOUD and CLEAR ☺) 8
  • 23. Select Testing Scope and Strategy based on the Context: • Product maturity stage • Tolerance to failures (understanding stakeholder needs) • User feedback • Risks (both project and quality) • Delivery time • Testing assets (people and tools) My Testing Toolkit 9
  • 24. My Testing Toolkit • Automation (using variety of different tools) • Production “safety net” – business workflows which must work all the time • Complex logic algorithms (usually through the unit tests, at the component level) • Cross-OS/browser testing • Load testing • Demo laptop: start up and check • Build sanity check • Exploratory testing • Story and enhancements testing • Usability testing • Validating business assumptions • Group test • Rapid feedback on massive changes to the software • Infrastructure or “look and feel” changes • User test drive • New features • Enhancements • Usability Group Exercise #3: What testing methods would you use in the following circumstances… 10
  • 25. Try is with your team: which testing methods would apply? Business Analyst (Pilot Product): Two records must match on 30 different fields. Only in this case our company gets Admin Fees (a.k.a. revenue). Mismatch on each of these fields should produce a specific error message. Product Owner (New Product): Our Admin users complaint a lot about their workflow. We need to redesign this workflow and implement it in our new product. Tech Lead (Mature Product): The framework we used to build our product is no longer supported. We must switch to the new language in our version 2.0. Business Owner (Pilot Product, release night): Oh My God! We don’t have “Total” rows in our screens! Well, our clients didn’t ask for it during the demos… but we would look like COMPLETE FOOLS without that feature! Summary 11
  • 26. Testing Strategy Workbook Stage Testing Concept (usually a doc or presentation) Review for the questionable technological claims or delivery assumptions. Proof of Concept (working prototype) Minimal testing (depending on the context) to assure that the demo will work; set expectations upfront. Sales Demo Get the list of scenarios which Sales will demo and test only these scenarios. Set expectations with Sales upfront. Pilot Product/Feature The “quality threshold” is lower for this stage, and the number of users is usually limited. Don’t invest too much time and effort into “complete” testing coverage. Manual testing often suffice. Include customer support in testing. New Product/Feature Expect that new enhancements/tweaks will be requested soon. New feature is rarely a final version. Design your automated tests suite with this notion in mind. Test for usability. Include customer support in testing. Mature Product/Feature Reputation of product/service quality becomes more significant. No one likes “surprises”: when the previously working business-critical feature stops working, it affects the users’ perceptions of product’s reliability; such perceptions often affect the business as well. Create and maintain a robust “safety net” automation regression suite to include all business-critical scenarios; some tests (not all) should be checking UI layer as well. Sometimes grammar matters… 12
  • 27. Keep in Touch! Email: ari16a @ gmail.com Twitter: @QA_nna Blog: www.quality-leader.com Join AST Quality Leader SIG: http://tech.groups.yahoo.com/group/QualityLeaderSIG Join Association for Software Testing: http://www.associationforsoftwaretesting.org/ 13