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T21	
  
Test	
  Automation	
  
5/5/16	
  15:00	
  
Don't	
  Be	
  Another	
  Statistic!	
  Develop	
  a	
  
Long-term	
  Test	
  Automation	
  Strategy	
  
Presented	
  by:	
  
Lee	
  	
  Barnes	
  
Utopia	
  
Brought	
  to	
  you	
  by:	
  
350	
  Corporate	
  Way,	
  Suite	
  400,	
  Orange	
  Park,	
  FL	
  32073	
  	
  
888-­‐-­‐-­‐268-­‐-­‐-­‐8770	
  ·∙·∙	
  904-­‐-­‐-­‐278-­‐-­‐-­‐0524	
  -­‐	
  info@techwell.com	
  -­‐	
  http://www.stareast.techwell.com/	
  
Lee	
  	
  Barnes	
  
Utopia	
  
Founder	
  and	
  CTO	
  of	
  Utopia	
  Solutions	
  Lee	
  Barnes	
  is	
  responsible	
  for	
  the	
  firm's	
  
delivery	
  of	
  software	
  quality	
  solutions	
  which	
  include	
  process	
  improvement,	
  
performance	
  management,	
  test	
  automation,	
  and	
  mobile	
  quality.	
  Lee	
  has	
  more	
  
than	
  twenty	
  years	
  of	
  experience	
  in	
  the	
  software	
  quality	
  assurance	
  and	
  testing	
  
field.	
  He	
  has	
  successfully	
  implemented	
  test	
  automation	
  and	
  performance	
  testing	
  
solutions	
  in	
  hundreds	
  of	
  environments	
  across	
  a	
  wide	
  array	
  of	
  industries.	
  A	
  
recognized	
  leader	
  in	
  his	
  field,	
  Lee	
  speaks	
  regularly	
  on	
  related	
  topics.	
  	
  
© Utopia Solutions
Don’t Be Another Statistic!
Develop a Strategy for Long-term Test Automation Success
Lee Barnes, CTO
Utopia Solutions
© Utopia Solutions
Agenda
•What is the end goal of test automation?
•Why do we need a strategy?
•How do we know if we’re ready to succeed?
•What should a strategy look like?
Questions to Answer Today…
© Utopia Solutions
SECTION 1
What is Our End Goal?
© Utopia Solutions4
Common Test Automation Goals
Test
Coverage
Resource
Value
Test Cycle
Time
© Utopia Solutions5
Test Automation Success Criteria
• Issue detection and recovery
• Accurate verification
• Unattended execution
Reliable
• Minimum sensitivity to application and test case
changes
• Test case definition separate from automation
code
Maintainable
• Test coverage expanded efficiently
• Automated test cases created by non-automation
resources
Scalable
© Utopia Solutions
SECTION 2
Why Do We Need a Strategy?
© Utopia Solutions7
Why Test Automation Fails
Organizational
• Lack of support
• Unrealistic expectations
• Disjointed org structure
• Missing skill sets
Process
• Immature testing process
• Segregated processes
• Lack of test environment / data
control
Technical
• Poor tool support for AUT
• Under or over design automation
approach
© Utopia Solutions
SECTION 3
How Do We Know if Were Ready?
© Utopia Solutions9
Are We Ready?
© Utopia Solutions10
Test Automation Readiness Assessment
Org
• Structure
• Support
• Goals and
Expectations
• Resources and Skills
Process
• Test Maturity
• Test Assets
• Process Integration
• Test Environment /
Data
Tech
• AUT Technology
• AUT / Tool
Integration
Assessment
Areas
© Utopia Solutions
Organizational Questions
• Expectations
– What are our goals for test automation?
– Do we understand the effort and cost to implement and maintain test
automation
– Do we understand the required skill sets for successful test automation?
• Structure
– How is the testing function organized?
– Where are the automation resources relative to everyone else?
• Resources
– Are our automation engineers allowed to focus on automation?
– Do our automation engineers have the appropriate skills?
© Utopia Solutions12
Common Assessment Findings – Organization
Distributed
Testing /
Automation
Efforts
App
App
App
App
• Uneven automation
resource demand
• Inconsistent approach
• Duplicated efforts
• Restricted skill growth
and knowledge sharing
Leads to…
© Utopia Solutions
Process Questions
• Test Process
– What are the testing activities that can benefit from automation?
– Do we have testing assets that can promote automation?
• Development Process
– What type of development process is used for the AUT?
– Are the development and testing processes integrated?
• Test Environment
– What environments do we have available for test automation?
– Do we have control over the test data in these environments?
© Utopia Solutions14
Common Assessment Findings – Process
Analyze Design Build
Test Deploy
No ability to identify impact of app changes on
automated test suite
Unexpected /
Unpredictable
Maintenance
© Utopia Solutions15
Process
Analyze Design Build Test Deploy
Capture potential impacts as early as possible to enable
proactive maintenance
Capture App Changes
Analyze
Impact
Maintain Execute
Automation Activities
Application SDLC
© Utopia Solutions16
Common Assessment Findings - Environment
Shared Test Environment
Uncontrolled Test Data
Integration
Functional
Performance
Integration
Test
• Schedule conflicts
• Unreliable execution
• Unnecessary “hardening”
of the test suite
Leads to…
Automation
© Utopia Solutions
Technical Questions
• Applications Under Test
– Do we know which AUTs should be targeted for test automation?
– Do we know the technologies of the AUTs in scope for test automation?
– Where are the AUTs in their application lifecycle?
• Test Automation Tool
– Do we have access to an automation tool (or tools)?
– Does our automation tool appropriately support our AUTs?
– If we don’t have a tool, do we understand how to select one?
© Utopia Solutions
SECTION 5
What Does a Strategy Look Like?
© Utopia Solutions19
Mobile Test Strategy Topics
Test
Automation
Strategy
Process &
Organization
Environment
TechnicalResources
Scope &
Roadmap
© Utopia Solutions
Ideal Scope Attributes
Testing Support
Activity
• Environment /
data setup
• Tedious output
verification
Test Coverage
• Focused on high
frequency test
testing activity
• NOT focused on
automating
manual test
scripts verbatim
• Test cases
distilled into
levels
AUTs
• Supported
completely by
test tool
• Multiple AUTs
from same
development
framework /
technology
• Frequent release
cycles
• Large regression
effort
© Utopia Solutions
Ideal Organizational Attributes
Structure
• Centralized
test
automation
function
• Automation
roles are
defined
Goals and
Expectations
• Automation is
an investment
• 100%
automation is
not likely
• Automation
requires
specialized
skills
• Automation
will free up
resources to
work on high-
value tasks
Support
• Executive
management
has visibility to
automation
• Automation
has a
dedicated
budget
• Automation is
represented
appropriately
on project
plans
Resources and
Skills
• Resources are
dedicated to
automation
• Resources are
skilled in
automation as
a process AND
technology
© Utopia Solutions
Ideal Process and Environment Attributes
Test Process
• Test objectives
are clear and
measurable
• Test cases are
defined and
documented
• Expected results
are predictable
• Basic metrics for
testing and
automation
SDLC Integration
• AUT in a
frequent release
state with
visibility to
future roadmap
• Visibility to
system changes
as early as
possible in
release cycle
Test Environment
• Test
environment
dedicated to
automation
• Test data
controlled
© Utopia Solutions23
Automation Strategy – Roadmap
• Begin with required organizational and process changes
• Overlap with base framework and minimal coverage
• Enhance and add test coverage over small iterations
Create Implementation Timeline
Phase nPhase 1
Continuous Process & Organizational Improvements
Base Framework
Initial Coverage
AUT 1
Framework Enhancements
Expand Coverage
Initial Coverage
Phase 2
AUT 2
Expand Coverage
Expand Coverage
Initial Coverage
Phase 3
AUT 3
© Utopia Solutions
SECTION 3
Miscellaneous Thoughts…
© Utopia Solutions25
Test Results
Test Automation Approach
Test Automation Framework
Automated Test Cases
Test Definition
Test Execution
Non-technical / Test Analysts & Subject Matter Experts
Technical / Automation Engineers
© Utopia Solutions26
Regression Test Automation and Agile Cycles
App Dev
Cycle
(Sprints)
User Stories
Application
Automation
Requirements
Automation
Dev Cycle
Automated Test
Suite
Development and
automation cycles
NOT necessarily in
sync
© Utopia Solutions27
Key Summary Points
• Test automation is NOT a tool!
• Understand your readiness to succeed from these
perspectives…
• Organization
• Process & Environment
• Technical
• Develop a strategy to address readiness gaps and implement in
small phases
© Utopia Solutions28
Questions…
…. and Answers!
Direct future questions to:
Lee Barnes
Founder and CTO
Utopia Solutions, Inc.
Email: lee.barnes@utopiasolutions.com
Twitter: twitter.com/USI_LeeBarnes
LinkedIn: linkedin.com/in/leebarnes
Blog: www.RaiseYourMQ.com

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Don’t Be Another Statistic! Develop a Long-Term Test Automation Strategy

  • 1. T21   Test  Automation   5/5/16  15:00   Don't  Be  Another  Statistic!  Develop  a   Long-term  Test  Automation  Strategy   Presented  by:   Lee    Barnes   Utopia   Brought  to  you  by:   350  Corporate  Way,  Suite  400,  Orange  Park,  FL  32073     888-­‐-­‐-­‐268-­‐-­‐-­‐8770  ·∙·∙  904-­‐-­‐-­‐278-­‐-­‐-­‐0524  -­‐  [email protected]  -­‐  http://www.stareast.techwell.com/  
  • 2. Lee    Barnes   Utopia   Founder  and  CTO  of  Utopia  Solutions  Lee  Barnes  is  responsible  for  the  firm's   delivery  of  software  quality  solutions  which  include  process  improvement,   performance  management,  test  automation,  and  mobile  quality.  Lee  has  more   than  twenty  years  of  experience  in  the  software  quality  assurance  and  testing   field.  He  has  successfully  implemented  test  automation  and  performance  testing   solutions  in  hundreds  of  environments  across  a  wide  array  of  industries.  A   recognized  leader  in  his  field,  Lee  speaks  regularly  on  related  topics.    
  • 3. © Utopia Solutions Don’t Be Another Statistic! Develop a Strategy for Long-term Test Automation Success Lee Barnes, CTO Utopia Solutions
  • 4. © Utopia Solutions Agenda •What is the end goal of test automation? •Why do we need a strategy? •How do we know if we’re ready to succeed? •What should a strategy look like? Questions to Answer Today…
  • 5. © Utopia Solutions SECTION 1 What is Our End Goal?
  • 6. © Utopia Solutions4 Common Test Automation Goals Test Coverage Resource Value Test Cycle Time
  • 7. © Utopia Solutions5 Test Automation Success Criteria • Issue detection and recovery • Accurate verification • Unattended execution Reliable • Minimum sensitivity to application and test case changes • Test case definition separate from automation code Maintainable • Test coverage expanded efficiently • Automated test cases created by non-automation resources Scalable
  • 8. © Utopia Solutions SECTION 2 Why Do We Need a Strategy?
  • 9. © Utopia Solutions7 Why Test Automation Fails Organizational • Lack of support • Unrealistic expectations • Disjointed org structure • Missing skill sets Process • Immature testing process • Segregated processes • Lack of test environment / data control Technical • Poor tool support for AUT • Under or over design automation approach
  • 10. © Utopia Solutions SECTION 3 How Do We Know if Were Ready?
  • 12. © Utopia Solutions10 Test Automation Readiness Assessment Org • Structure • Support • Goals and Expectations • Resources and Skills Process • Test Maturity • Test Assets • Process Integration • Test Environment / Data Tech • AUT Technology • AUT / Tool Integration Assessment Areas
  • 13. © Utopia Solutions Organizational Questions • Expectations – What are our goals for test automation? – Do we understand the effort and cost to implement and maintain test automation – Do we understand the required skill sets for successful test automation? • Structure – How is the testing function organized? – Where are the automation resources relative to everyone else? • Resources – Are our automation engineers allowed to focus on automation? – Do our automation engineers have the appropriate skills?
  • 14. © Utopia Solutions12 Common Assessment Findings – Organization Distributed Testing / Automation Efforts App App App App • Uneven automation resource demand • Inconsistent approach • Duplicated efforts • Restricted skill growth and knowledge sharing Leads to…
  • 15. © Utopia Solutions Process Questions • Test Process – What are the testing activities that can benefit from automation? – Do we have testing assets that can promote automation? • Development Process – What type of development process is used for the AUT? – Are the development and testing processes integrated? • Test Environment – What environments do we have available for test automation? – Do we have control over the test data in these environments?
  • 16. © Utopia Solutions14 Common Assessment Findings – Process Analyze Design Build Test Deploy No ability to identify impact of app changes on automated test suite Unexpected / Unpredictable Maintenance
  • 17. © Utopia Solutions15 Process Analyze Design Build Test Deploy Capture potential impacts as early as possible to enable proactive maintenance Capture App Changes Analyze Impact Maintain Execute Automation Activities Application SDLC
  • 18. © Utopia Solutions16 Common Assessment Findings - Environment Shared Test Environment Uncontrolled Test Data Integration Functional Performance Integration Test • Schedule conflicts • Unreliable execution • Unnecessary “hardening” of the test suite Leads to… Automation
  • 19. © Utopia Solutions Technical Questions • Applications Under Test – Do we know which AUTs should be targeted for test automation? – Do we know the technologies of the AUTs in scope for test automation? – Where are the AUTs in their application lifecycle? • Test Automation Tool – Do we have access to an automation tool (or tools)? – Does our automation tool appropriately support our AUTs? – If we don’t have a tool, do we understand how to select one?
  • 20. © Utopia Solutions SECTION 5 What Does a Strategy Look Like?
  • 21. © Utopia Solutions19 Mobile Test Strategy Topics Test Automation Strategy Process & Organization Environment TechnicalResources Scope & Roadmap
  • 22. © Utopia Solutions Ideal Scope Attributes Testing Support Activity • Environment / data setup • Tedious output verification Test Coverage • Focused on high frequency test testing activity • NOT focused on automating manual test scripts verbatim • Test cases distilled into levels AUTs • Supported completely by test tool • Multiple AUTs from same development framework / technology • Frequent release cycles • Large regression effort
  • 23. © Utopia Solutions Ideal Organizational Attributes Structure • Centralized test automation function • Automation roles are defined Goals and Expectations • Automation is an investment • 100% automation is not likely • Automation requires specialized skills • Automation will free up resources to work on high- value tasks Support • Executive management has visibility to automation • Automation has a dedicated budget • Automation is represented appropriately on project plans Resources and Skills • Resources are dedicated to automation • Resources are skilled in automation as a process AND technology
  • 24. © Utopia Solutions Ideal Process and Environment Attributes Test Process • Test objectives are clear and measurable • Test cases are defined and documented • Expected results are predictable • Basic metrics for testing and automation SDLC Integration • AUT in a frequent release state with visibility to future roadmap • Visibility to system changes as early as possible in release cycle Test Environment • Test environment dedicated to automation • Test data controlled
  • 25. © Utopia Solutions23 Automation Strategy – Roadmap • Begin with required organizational and process changes • Overlap with base framework and minimal coverage • Enhance and add test coverage over small iterations Create Implementation Timeline Phase nPhase 1 Continuous Process & Organizational Improvements Base Framework Initial Coverage AUT 1 Framework Enhancements Expand Coverage Initial Coverage Phase 2 AUT 2 Expand Coverage Expand Coverage Initial Coverage Phase 3 AUT 3
  • 26. © Utopia Solutions SECTION 3 Miscellaneous Thoughts…
  • 27. © Utopia Solutions25 Test Results Test Automation Approach Test Automation Framework Automated Test Cases Test Definition Test Execution Non-technical / Test Analysts & Subject Matter Experts Technical / Automation Engineers
  • 28. © Utopia Solutions26 Regression Test Automation and Agile Cycles App Dev Cycle (Sprints) User Stories Application Automation Requirements Automation Dev Cycle Automated Test Suite Development and automation cycles NOT necessarily in sync
  • 29. © Utopia Solutions27 Key Summary Points • Test automation is NOT a tool! • Understand your readiness to succeed from these perspectives… • Organization • Process & Environment • Technical • Develop a strategy to address readiness gaps and implement in small phases
  • 30. © Utopia Solutions28 Questions… …. and Answers! Direct future questions to: Lee Barnes Founder and CTO Utopia Solutions, Inc. Email: [email protected] Twitter: twitter.com/USI_LeeBarnes LinkedIn: linkedin.com/in/leebarnes Blog: www.RaiseYourMQ.com