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‘How a Great QA Team can make
a Disproportionate Contribution to Project
Success’
Paper Presented by Mark Ryland
Presentation Contents
  1. Introduction

  2. Project Lifecycle & Team Constituents

  3. Team Dynamics

  4. Typical QA

  5. Great QA
Mark Ryland’s Credentials
•   Close on 20 years large project delivery experience in Wholesale Financial Services

•   Banks, exchanges and brokers

•   Variety of systems types

•   Projects from $10M to $150M

•   All of these projects required QA testing

•   Involved in building 2 offshore testing centres

•   Schooled in QA testing best practise
Example Scope From Building
QA Centre
                                  ‘Location QA’ - ‘end to end’ testing with location
                                   specific downstream systems
On-shore                          user acceptance testing ( executed by user
                                   representatives)

                                  Test execution ( system, regression, new functionality)
Off-shore
                                  Maintenance of regression test cases
                                  Test automation development
                                     l oo Tt net si s no C




                                                             e T det a mt u A
            Tt net si s no C




                                                                                             na Ml e W
                                                                        o




                                                                                na Ml e W




                                                                                             no t uce x E
                                                                                                   l
                                                                                    l




                                                                                               i
Project Team v Lifecycle

Conception   Initiation    Development             Test        Implement

                          Project Sponsor

                                Project Manager
                                  Business Analyst

                                  Architect/Designer

                                     Development Team

                                               QA Team

                                                       Production Team
Team Dynamics
What Determines The Team’s
Rate of Progress?




                             Pacemaker(s)
‘Typical/Normal’ QA Experience

  1. Doesn’t fully understand project objectives

  2. Lacks detailed domain knowledge

  3. Consumes lots of management & BA time

  4. Is a bottleneck - test execution cycles take too long

  5. Not flexible in dealing with unplanned change

  6. Test coverage and quality is not good enough

  7. QA team measure their success on how many test cases were executed (as
     opposed to the value of them)
Attributes of a Great QA Team

  1. The basics

  2. Domain experts

  3. Works out for itself what needs to be done

  4. High calibre, motivated staff, stable team

  5. Intelligent use of tools to speed up test execution/improve

  6. Only raise genuine defects

  7. A peer to other parts of the project team
Attributes of a Great QA Team
Cont….
  8. Energy and diligence

  9. Flexible orientation of test effort

  10. Responsive to changes in project priorities

  11. Disciplined organisation of the test environment

  12. Creative

  13. Independent & Objective




                 Adds Up to Making a ‘Real’ Contribution to Quality
                            & Hence Project Success
Measuring QA Team
Effectiveness
                                      1. High
                                    Quality Staff
           9. Bespoke
          Automation                                            2. Domain
         Tools Available                                        Knowledge


   8. Detailed
 Management of                                                            3. Level of
Test Environment                                                            Energy
                                                                         Enthusiasm &
                                                                          Proactivity

     7. Test Case
        Quality                                                    4. Planning &
                                                                  Delivering Ability


                       6. Test                         5. Creativity &
                       Process                      Flexibility in Problem
                    Effectiveness                          Solving
Independence & Objectivity


                  1. Understanding of Requirement



 End
      Business Manager Business Analyst           Designer      Devel –oper
Users


                        2. Delivery of Solution


                                             3A. Independent
                                             Measurement by
                                                QA Team



          3B. Independent Measurement by High Quality QA Team
Team Dynamics When the QA
 Team is Excellent

1. Developers try harder to get it right in the first place

2. Developers get rapid/timely feedback on what’s wrong

3. Developers are work harder to solve defects to keep the project on track

4. Project sponsors get clear visibility on quality level and progress

5. Project designers and analysts are have clear problem statements to work from

6. Have (justified) confidence in the system – that will feed through to the users

7. Fewer problems are going to found in live & hence the project will cost less
Conclusion




Great QA Team
Questions & Answers




             Thank You

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How a Great QA Team can make a Disproportionate Contribution to Project Success

  • 1. ‘How a Great QA Team can make a Disproportionate Contribution to Project Success’ Paper Presented by Mark Ryland
  • 2. Presentation Contents 1. Introduction 2. Project Lifecycle & Team Constituents 3. Team Dynamics 4. Typical QA 5. Great QA
  • 3. Mark Ryland’s Credentials • Close on 20 years large project delivery experience in Wholesale Financial Services • Banks, exchanges and brokers • Variety of systems types • Projects from $10M to $150M • All of these projects required QA testing • Involved in building 2 offshore testing centres • Schooled in QA testing best practise
  • 4. Example Scope From Building QA Centre  ‘Location QA’ - ‘end to end’ testing with location specific downstream systems On-shore  user acceptance testing ( executed by user representatives)  Test execution ( system, regression, new functionality) Off-shore  Maintenance of regression test cases  Test automation development l oo Tt net si s no C e T det a mt u A Tt net si s no C na Ml e W o na Ml e W no t uce x E l l i
  • 5. Project Team v Lifecycle Conception Initiation Development Test Implement Project Sponsor Project Manager Business Analyst Architect/Designer Development Team QA Team Production Team
  • 7. What Determines The Team’s Rate of Progress? Pacemaker(s)
  • 8. ‘Typical/Normal’ QA Experience 1. Doesn’t fully understand project objectives 2. Lacks detailed domain knowledge 3. Consumes lots of management & BA time 4. Is a bottleneck - test execution cycles take too long 5. Not flexible in dealing with unplanned change 6. Test coverage and quality is not good enough 7. QA team measure their success on how many test cases were executed (as opposed to the value of them)
  • 9. Attributes of a Great QA Team 1. The basics 2. Domain experts 3. Works out for itself what needs to be done 4. High calibre, motivated staff, stable team 5. Intelligent use of tools to speed up test execution/improve 6. Only raise genuine defects 7. A peer to other parts of the project team
  • 10. Attributes of a Great QA Team Cont…. 8. Energy and diligence 9. Flexible orientation of test effort 10. Responsive to changes in project priorities 11. Disciplined organisation of the test environment 12. Creative 13. Independent & Objective Adds Up to Making a ‘Real’ Contribution to Quality & Hence Project Success
  • 11. Measuring QA Team Effectiveness 1. High Quality Staff 9. Bespoke Automation 2. Domain Tools Available Knowledge 8. Detailed Management of 3. Level of Test Environment Energy Enthusiasm & Proactivity 7. Test Case Quality 4. Planning & Delivering Ability 6. Test 5. Creativity & Process Flexibility in Problem Effectiveness Solving
  • 12. Independence & Objectivity 1. Understanding of Requirement End Business Manager Business Analyst Designer Devel –oper Users 2. Delivery of Solution 3A. Independent Measurement by QA Team 3B. Independent Measurement by High Quality QA Team
  • 13. Team Dynamics When the QA Team is Excellent 1. Developers try harder to get it right in the first place 2. Developers get rapid/timely feedback on what’s wrong 3. Developers are work harder to solve defects to keep the project on track 4. Project sponsors get clear visibility on quality level and progress 5. Project designers and analysts are have clear problem statements to work from 6. Have (justified) confidence in the system – that will feed through to the users 7. Fewer problems are going to found in live & hence the project will cost less
  • 15. Questions & Answers Thank You

Notas del editor

  1. Talk Synopsis ‘ How a great QA Team can make a Disproportionate Contribution to Project Success’   Intro Explore project team dynamics – how the different parts of the team work together – focussing on the contribution that QA can make Have in mind financial services electronic trading platforms
  2. Describe sections
  3. Close on 20 years large project delivery experience in Wholesale Financial Services Companies include: UBS, Credit Suisse, Bank of America Merrill Lynch (BAML), HSBC, Swiss Stock Exchange, London Stock Exchange Group, Newedge Systems Include: Sell side order and execution management, market access, position keeping & risk, matching engines, messaging infrastructures, post trade Projects from $10M to $150M All of these projects required QA testing Along the way was involved in building 2 offshore testing centres from scratch one at BAML (though Tata CS) the other at HSBC (Captive) Schooled in QA testing best practise
  4. All large projects that are realised are the result of a team effort Never seen a successful project that did not rely on stong contributions from several parts of the project team Challenging projects call out something extra and it’s usual to see some individuals make outstanding contributions to the whole Observing and being part of that is one of the most rewarding aspects of large project work = buzz, camaraderie, satisfaction of doing an excellent job
  5. Proposition for the Talk Thesis is that certain parts of the project can provide an exceptional contribution that raises the game of the others Look for image of a race with a pace maker The pace maker carries everyone else forward, others need to make an effort to keep up otherwise they can fall behind In the analogy the paced could come from any part of the project team You might expect it to come from the sponsor or the development manager of project manager or maybe the architect or lead analyst – in fact in a well performing team its likely to come from more that one place, but my thesis is that one of the places it can come from if the QA team Almost no-one would think it can come from there
  6. QA Team Place within the Overall Team The general norm in my experience in that the QA team doesn’t make an outstanding contribution to success Typically the QA team is lagging;- doesn’t fully understand the project objectives, lacks detailed understanding, is a bottleneck in that test execution cycles take too long and become the critical path on the project, is not flexible enough to deal with unplanned changes, consumes lots of management time needing to be ‘spoon fed’ and there is a nagging feeling that despite best efforts the test coverage and quality is not good enough, QA team measure their own success on how many test cases were executed (as opposed to the value of them) - often the most frustrating aspect of project delivery This is ‘normal’ QA Results from; inexperience, poor domain knowledge low calibre staff, poor staff retention, industry standard test tools, ‘T&M’ business model, buying based on day rate
  7. It Doesn’t Have to Be Like That Recent experience much better The basics: Clear planning, risk based testing, well organised test case library, test execution management tool, defect reporting database, test data management Domain experts already e.g. FIX, exchanges characteristics of products, attributes of similar preceding platforms Works out for itself what needs to be done & proposed that to the other members of the project team High calibre, motivated staff, stable team Intelligent use of tools to speed up test execution/improve coverage & has invested in a bank of specialist tools for the specific scenario Only raise genuine defects and communicate those clearly Be a peer to other parts of the project team
  8. Apply energy and diligence Flexible orientation of test effort to different parts of the platform as needed Responsive to changes in project priorities – either externally driven or as a result of problems being found Disciplined organisation of the test environment Creative – comes up with suggestions and solutions to move the project forward – these may be outside of the domain where one would normally expect the QA team to operate Independence & Objectivity
  9. Independence and Objectivity   Subject to human interpretation & relationships - someone may say something is fine or not because they like or are influenced by the presentation Some project team members may ‘sell’ the results of the work, be arrogant or fail to understand what is really needed Benefits in independence of QA Gives a ‘Measurement’ on status of delivery which is quite distinct from how anybody might ‘spin’ the progress A great QA team can bring insight beyond the brief and specs they have been given and pick up things that have been missed by others The most useful feedback is objective, but that’s not easy; Challenges of objectivity Really need to understand the detail of how is supposed to work Defects articulated clearly with necessary supporting evidence Communicate based on facts not supposition Reserve judgement Consistency All of the above leads to earning respect
  10. Developers are going to try harder to get it right in the first place Developers are going to get rapid/timely feedback on what’s wrong Developers are going to work harder to solve defects to keep the project on track Project sponsors are going to have clear visibility or quality level and progress Project designers and analysts are going to have clear problem statements to work from When the system goes live the project team is going to have (justified) confidence in the system – that will feed through to the users Fewer problems are going to found in live (where they are much more expensive to fix) & hence the project will cost less
  11.   Conclusion A great QA Team can make a Disproportionate Contribution to Project Success