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2008-01-20




                                                      Test Automation
                                                      A Roadmap For Success


                                                      Scott Armstrong

                                                      Belfast, February 2010


                                                      SQS Group Limited




                Agenda




                  Steps for Success
                  Automation Tool Selection
                  Test Selection and Prioritisation
                  Implementing the Strategy
                  SQS Case Studies
                  Questions




                                                         © SQS Group Ltd. | Test Automation: A Roadmap For Success | 16th February 2010   2




© SQS Group Limited | Presentation
title | July 2008 | page ‹Nr.›                                                                                                                        1
2008-01-20




                                                                                       Steps for Success
                                                                                       Approaching Test Automation
                                                                                       Planning the Framework




                                                                                                © SQS Group Ltd. | Test Automation: A Roadmap For Success | 16th February 2010




                Approaching Test Automation
                Steps for Success


                                                                              DESIGN
                                                                         Build maintainable
                                                                                tests
                                                                        Target and prioritise
                                                                             test areas




                                           PLAN
                                                                                                                          TOOL
                                         Treat as a
                                                                                                                      Select with care
                                    Development Project
                                                                                                                         Pilot tool
                                    Manage Expectations
                                                                                                                          Manage
                                     Commitment at all
                                                                                                                      Implementation
                                           levels

                                                                        AUTOMATION
                                                                         PROJECT




                                                          TEAM                                    TEST MANAGEMENT
                                                    Code reuse and                                 Defect Management
                                                      collaboration                                Config Management
                                                  Partnership between                                Information and
                                                      test and dev                                      Reporting
                                                                                                      Requirements




                                                                                                © SQS Group Ltd. | Test Automation: A Roadmap For Success | 16th February 2010




© SQS Group Limited | Presentation
title | July 2008 | page ‹Nr.›                                                                                                                                                           2
2008-01-20




                Planning the Framework
                Steps for Success

                  What are the Management Information Requirements
                     Contents
                     Format
                  What are the Execution Requirements?
                     On-demand
                     Automated Nightly Builds
                  What technologies are we testing?
                     Embedded
                     Operating System
                  What resources are available?
                     Hardware
                     Technical Expertise
                  Are there cultural or organisational considerations?
                     Outsourced IT Management – no admin access
                     Current partnership with tool vendor

                                                                    © SQS Group Ltd. | Test Automation: A Roadmap For Success | 16th February 2010




                                                                Automation Tool Selection
                                                                Selection Process
                                                                Identify Requirements
                                                                Buy, Open Source or Build




                                                                    © SQS Group Ltd. | Test Automation: A Roadmap For Success | 16th February 2010




© SQS Group Limited | Presentation
title | July 2008 | page ‹Nr.›                                                                                                                               3
2008-01-20




                Selection Process
                Automation Tool Selection




                    Define
                   Problem
                                                                         Shortlist
                   Consider
                                                Define                   Evaluate
                  automation
                                               required                                                                       Decide
                 as a solution                                            Demo
                                               features
                     Make                                                  Trial
                   business
                     case
                                                   Constraints




                                                                     © SQS Group Ltd. | Test Automation: A Roadmap For Success | 16th February 2010




                Identify Requirements
                Automation Tool Selection

                  Start by evaluating your requirements, not by investigating the
                  tool market.
                  Look at the current problems – what has prompted the search for
                  an automated solution:
                     Manual testing problems (e.g. too time consuming, error
                     prone);
                     No time for regression testing when small changes are made
                     to the software;
                     Set-up of test data or test cases is error prone;
                     Inadequate test documentation;
                     Don’t know how much of the software has been tested;
                     Testing is ineffective.
                  Not all of these problems are best solved by automation.
                  Rank your problems by importance or current cost to the
                  organisation.



                                                                     © SQS Group Ltd. | Test Automation: A Roadmap For Success | 16th February 2010




© SQS Group Limited | Presentation
title | July 2008 | page ‹Nr.›                                                                                                                                4
2008-01-20




                Buy, Open Source or Build
                Automation Tool Selection




                                            •   Quickly provides a high level of features
                       Commercial           •   Well supported in terms of documentation, help and training
                                            •   Often an attractive project to be involved with
                          Tool              •   Added cost of license fees



                                            •   No license fee cost
                      Open Source           •   Limited to support from community forums
                                            •   Defects in tool may not be addressed
                         Tool               •   Tool may lack a clear roadmap; may not be future-proof



                                            •   No license fee cost
                         Build              •   Development and maintenance can prove expensive
                                            •   Designed to meet project requirements
                      Bespoke Tool          •   Lacks full range of features




                                                                  © SQS Group Ltd. | Test Automation: A Roadmap For Success | 16th February 2010




                                                             Test Selection and Prioritisation
                                                             Test Selection
                                                             Test Prioritisation




                                                                  © SQS Group Ltd. | Test Automation: A Roadmap For Success | 16th February 2010




© SQS Group Limited | Presentation
title | July 2008 | page ‹Nr.›                                                                                                                             5
2008-01-20




                Test Selection
                Test Selection and Prioritisation

                  Some tests cannot be automated.
                  Some tests are not worth automating.
                     May take more time to automate tests than to run them
                     manually
                  You may not have to automate everything to get significant
                  benefits
                     10% of the tests may be run 90% of the time.
                  Some types of tests are amenable to automation, some not:
                     Functional tests are often the most straightforward
                     Performance tests are notoriously difficult to carry out
                     manually. These are a good candidate for automation.
                     Non-functional tests can cover maintainability, portablility,
                     testability, usability, etc, and can be inappropriate for
                     automation.




                                                                      © SQS Group Ltd. | Test Automation: A Roadmap For Success | 16th February 2010




                Test Prioritisation
                Test Selection and Prioritisation

                  Do not automate too much too soon.
                     Best practices take time to develop.
                  Go for ‘quick wins’ – the areas where automation will have the
                  largest impact most quickly.
                  Prioritisation factors:
                     A set of breadth tests (sample each system area);
                     Tests for the most important functions;
                     Tests that are easiest to automate;
                     Tests that will give the quickest payback;
                     Tests that are run the most often.




                                                                      © SQS Group Ltd. | Test Automation: A Roadmap For Success | 16th February 2010




© SQS Group Limited | Presentation
title | July 2008 | page ‹Nr.›                                                                                                                                 6
2008-01-20




                                                              Implementing the Strategy
                                                              Automation Team Fit
                                                              Maintenance Model




                                                                   © SQS Group Ltd. | Test Automation: A Roadmap For Success | 16th February 2010




                Automation Team Fit
                Implementing the Strategy



                                                      Specialist
                                                      Group/Tool
                                                       Support




                                                                                      Subject
                                  Test Team                                           Matter
                                                                                      Expert
                                              Automation
                                                Team


                                        Development                Management
                                           Team                      Buy-in




                                                                   © SQS Group Ltd. | Test Automation: A Roadmap For Success | 16th February 2010




© SQS Group Limited | Presentation
title | July 2008 | page ‹Nr.›                                                                                                                              7
2008-01-20




                Maintenance Models
                Implementing the Strategy




                      Knowledge             • Client representative with technical background is
                                              trained during automation project
                                            • Maintenance of current scripts can be supported

                       Transfer               independently for future product releases
                                            • Future new tests can be automated in-house and
                                              added to the regression pack




                        Managed             • Client does not have to be involved in the details of
                                              automation development, execution or maintenance
                                            • The necessary technical skills do not need to exist in-

                         Service              house
                                            • Assured best practice automation and quality




                                                              © SQS Group Ltd. | Test Automation: A Roadmap For Success | 16th February 2010




                                                        SQS Case Studies
                                                        Lloyds TSB Wholesale Banking
                                                        Local Utility Company




                                                             © SQS Group Ltd. | Test Automation: A Roadmap For Success | 16th February 2010




© SQS Group Limited | Presentation
title | July 2008 | page ‹Nr.›                                                                                                                         8
2008-01-20




                Lloyds TSB Wholesale Banking
                SQS Case Studies



                    Manual Testing Challenges                                  Our Engagement
                    •   600+ Tests and growing                                 • Innovative test automation solution implementation
                    •   200 man days per release                               • Highly maintainable and extensible solution
                    •   Concerns over coverage                                 • Successful solution handover to client test team
                    •   Regression pack growth impacted by limited
                        resources




                                                                       Lloyds TSB



                    Customer Success                                           Return on Investment
                                                                               •   Increased test execution efficiency by 85%
                             “Without              “The automated              •   Reduction in deployed defects >50%
                          automation, we           regression suite            •   Enabled daily smoke test execution
                          would not have             made my job               •   Overall ROI of £1.9m over 6 years
                            gone live”             more interesting”




                                                                                      © SQS Group Ltd. | Test Automation: A Roadmap For Success | 16th February 2010




                Local Utility Company
                SQS Case Studies



                    Manual Testing Challenges                                 Our Engagement
                    • 100 test scripts with multiple complex data-driven      • Collaborative design of framework specific to client
                      iterations                                                requirements
                    • 120 man days regression testing per year                • Full knowledge transfer to existing test team for
                    • Low test coverage – limited to ‘spot checks’              ongoing maintenance and development
                    • Testing of new functionality impacted by large          • Modular framework allows new tests to be built with
                      regression packs                                          minimal effort




                                                                       Local Utility



                    Customer Success                                          Return on Investment
                    • SQS are now engaged on further automation               • Saving of 96 man days of execution per year
                      projects with the parent company                        • Data-driven scripts increased test coverage by a
                    • The existing test team continue to expand and             factor of approximately 200
                      maintain the framework to increase their ROI            • Automation solution was ported to a further 2
                                                                                business units, multiplying the ROI




                                                                                      © SQS Group Ltd. | Test Automation: A Roadmap For Success | 16th February 2010




© SQS Group Limited | Presentation
title | July 2008 | page ‹Nr.›                                                                                                                                                 9
2008-01-20




                                     SQS Group Limited


                                     The Concourse | Northern Ireland Science Park
                                     Queen‘s Road | Queen‘s Island | Belfast BT3 9DT
                                     Phone: +44 (0) 2890 022 660
                                     E-Mail: scott.armstrong@sqs-uk.com
                                     Internet: www.sqs-uk.com


                                     Thank you for your attention

                                        © SQS Group Ltd. | Test Automation: A Roadmap For Success | 16th February 2010




© SQS Group Limited | Presentation
title | July 2008 | page ‹Nr.›                                                                                                  10

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Test Automation: A Roadmap For Sucesss

  • 1. 2008-01-20 Test Automation A Roadmap For Success Scott Armstrong Belfast, February 2010 SQS Group Limited Agenda Steps for Success Automation Tool Selection Test Selection and Prioritisation Implementing the Strategy SQS Case Studies Questions © SQS Group Ltd. | Test Automation: A Roadmap For Success | 16th February 2010 2 © SQS Group Limited | Presentation title | July 2008 | page ‹Nr.› 1
  • 2. 2008-01-20 Steps for Success Approaching Test Automation Planning the Framework © SQS Group Ltd. | Test Automation: A Roadmap For Success | 16th February 2010 Approaching Test Automation Steps for Success DESIGN Build maintainable tests Target and prioritise test areas PLAN TOOL Treat as a Select with care Development Project Pilot tool Manage Expectations Manage Commitment at all Implementation levels AUTOMATION PROJECT TEAM TEST MANAGEMENT Code reuse and Defect Management collaboration Config Management Partnership between Information and test and dev Reporting Requirements © SQS Group Ltd. | Test Automation: A Roadmap For Success | 16th February 2010 © SQS Group Limited | Presentation title | July 2008 | page ‹Nr.› 2
  • 3. 2008-01-20 Planning the Framework Steps for Success What are the Management Information Requirements Contents Format What are the Execution Requirements? On-demand Automated Nightly Builds What technologies are we testing? Embedded Operating System What resources are available? Hardware Technical Expertise Are there cultural or organisational considerations? Outsourced IT Management – no admin access Current partnership with tool vendor © SQS Group Ltd. | Test Automation: A Roadmap For Success | 16th February 2010 Automation Tool Selection Selection Process Identify Requirements Buy, Open Source or Build © SQS Group Ltd. | Test Automation: A Roadmap For Success | 16th February 2010 © SQS Group Limited | Presentation title | July 2008 | page ‹Nr.› 3
  • 4. 2008-01-20 Selection Process Automation Tool Selection Define Problem Shortlist Consider Define Evaluate automation required Decide as a solution Demo features Make Trial business case Constraints © SQS Group Ltd. | Test Automation: A Roadmap For Success | 16th February 2010 Identify Requirements Automation Tool Selection Start by evaluating your requirements, not by investigating the tool market. Look at the current problems – what has prompted the search for an automated solution: Manual testing problems (e.g. too time consuming, error prone); No time for regression testing when small changes are made to the software; Set-up of test data or test cases is error prone; Inadequate test documentation; Don’t know how much of the software has been tested; Testing is ineffective. Not all of these problems are best solved by automation. Rank your problems by importance or current cost to the organisation. © SQS Group Ltd. | Test Automation: A Roadmap For Success | 16th February 2010 © SQS Group Limited | Presentation title | July 2008 | page ‹Nr.› 4
  • 5. 2008-01-20 Buy, Open Source or Build Automation Tool Selection • Quickly provides a high level of features Commercial • Well supported in terms of documentation, help and training • Often an attractive project to be involved with Tool • Added cost of license fees • No license fee cost Open Source • Limited to support from community forums • Defects in tool may not be addressed Tool • Tool may lack a clear roadmap; may not be future-proof • No license fee cost Build • Development and maintenance can prove expensive • Designed to meet project requirements Bespoke Tool • Lacks full range of features © SQS Group Ltd. | Test Automation: A Roadmap For Success | 16th February 2010 Test Selection and Prioritisation Test Selection Test Prioritisation © SQS Group Ltd. | Test Automation: A Roadmap For Success | 16th February 2010 © SQS Group Limited | Presentation title | July 2008 | page ‹Nr.› 5
  • 6. 2008-01-20 Test Selection Test Selection and Prioritisation Some tests cannot be automated. Some tests are not worth automating. May take more time to automate tests than to run them manually You may not have to automate everything to get significant benefits 10% of the tests may be run 90% of the time. Some types of tests are amenable to automation, some not: Functional tests are often the most straightforward Performance tests are notoriously difficult to carry out manually. These are a good candidate for automation. Non-functional tests can cover maintainability, portablility, testability, usability, etc, and can be inappropriate for automation. © SQS Group Ltd. | Test Automation: A Roadmap For Success | 16th February 2010 Test Prioritisation Test Selection and Prioritisation Do not automate too much too soon. Best practices take time to develop. Go for ‘quick wins’ – the areas where automation will have the largest impact most quickly. Prioritisation factors: A set of breadth tests (sample each system area); Tests for the most important functions; Tests that are easiest to automate; Tests that will give the quickest payback; Tests that are run the most often. © SQS Group Ltd. | Test Automation: A Roadmap For Success | 16th February 2010 © SQS Group Limited | Presentation title | July 2008 | page ‹Nr.› 6
  • 7. 2008-01-20 Implementing the Strategy Automation Team Fit Maintenance Model © SQS Group Ltd. | Test Automation: A Roadmap For Success | 16th February 2010 Automation Team Fit Implementing the Strategy Specialist Group/Tool Support Subject Test Team Matter Expert Automation Team Development Management Team Buy-in © SQS Group Ltd. | Test Automation: A Roadmap For Success | 16th February 2010 © SQS Group Limited | Presentation title | July 2008 | page ‹Nr.› 7
  • 8. 2008-01-20 Maintenance Models Implementing the Strategy Knowledge • Client representative with technical background is trained during automation project • Maintenance of current scripts can be supported Transfer independently for future product releases • Future new tests can be automated in-house and added to the regression pack Managed • Client does not have to be involved in the details of automation development, execution or maintenance • The necessary technical skills do not need to exist in- Service house • Assured best practice automation and quality © SQS Group Ltd. | Test Automation: A Roadmap For Success | 16th February 2010 SQS Case Studies Lloyds TSB Wholesale Banking Local Utility Company © SQS Group Ltd. | Test Automation: A Roadmap For Success | 16th February 2010 © SQS Group Limited | Presentation title | July 2008 | page ‹Nr.› 8
  • 9. 2008-01-20 Lloyds TSB Wholesale Banking SQS Case Studies Manual Testing Challenges Our Engagement • 600+ Tests and growing • Innovative test automation solution implementation • 200 man days per release • Highly maintainable and extensible solution • Concerns over coverage • Successful solution handover to client test team • Regression pack growth impacted by limited resources Lloyds TSB Customer Success Return on Investment • Increased test execution efficiency by 85% “Without “The automated • Reduction in deployed defects >50% automation, we regression suite • Enabled daily smoke test execution would not have made my job • Overall ROI of £1.9m over 6 years gone live” more interesting” © SQS Group Ltd. | Test Automation: A Roadmap For Success | 16th February 2010 Local Utility Company SQS Case Studies Manual Testing Challenges Our Engagement • 100 test scripts with multiple complex data-driven • Collaborative design of framework specific to client iterations requirements • 120 man days regression testing per year • Full knowledge transfer to existing test team for • Low test coverage – limited to ‘spot checks’ ongoing maintenance and development • Testing of new functionality impacted by large • Modular framework allows new tests to be built with regression packs minimal effort Local Utility Customer Success Return on Investment • SQS are now engaged on further automation • Saving of 96 man days of execution per year projects with the parent company • Data-driven scripts increased test coverage by a • The existing test team continue to expand and factor of approximately 200 maintain the framework to increase their ROI • Automation solution was ported to a further 2 business units, multiplying the ROI © SQS Group Ltd. | Test Automation: A Roadmap For Success | 16th February 2010 © SQS Group Limited | Presentation title | July 2008 | page ‹Nr.› 9
  • 10. 2008-01-20 SQS Group Limited The Concourse | Northern Ireland Science Park Queen‘s Road | Queen‘s Island | Belfast BT3 9DT Phone: +44 (0) 2890 022 660 E-Mail: scott.armstrong@sqs-uk.com Internet: www.sqs-uk.com Thank you for your attention © SQS Group Ltd. | Test Automation: A Roadmap For Success | 16th February 2010 © SQS Group Limited | Presentation title | July 2008 | page ‹Nr.› 10