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"Software Quality Metrics Do’s and
Don’ts"
Philip Lew
Webinar Spirit and
Expectations
•  Interactive-I hope you post questions
•  We’ll have a couple of polls to get
your ideas flowing as we go along
•  I won’t read the slides…
•  Slides for you as a take-away
•  I may ask questions
– And I hope you post answers J
2	
  
Understand, Evaluate and
Improve
•  If our end goal is improvement then what?
•  To improve, we need to evaluate
•  In order to evaluate, we must understand what
we are evaluating
•  To do this… We need metrics
Can you think of other examples in our lives
where this applies? Where do you use metrics
to evaluate and improve?
3	
  
Metrics in real life
Food	
  Eaten	
   Weight	
   Performance	
   Race	
  Results	
  
4	
  
•  Calories
•  Fat
•  Carbohydrates
•  Protein
•  Time of day
•  Vitamins
•  …
•  Blood pressure
•  Cholesterol
•  Blood glucose
•  Red cell count
•  White cell count
•  Hematocrit
•  Hemoglobin
•  Body fat %
•  …
•  Placing
•  …
•  Effort/Power
•  Heart rate/Watts
•  Speed
•  Time
Intelligence
Finesse
Context
•  Training
•  Sleep
DO
Think about the process you are measuring
and measure all along the way at each step in
the process.
Metrics - Benefits
•  Understand how QA, testing, and its processes
and where the problems are
•  Evaluate the process and the product in the right
context
•  Predict and control process and product qualities
•  Reuse successful experiences
–  Feed back experience to current and future projects
•  Monitor how something is performing
•  Analyze the information provided to drive
improvements
6	
  
How can measurement help us (YOU)
•  Create a organizational memory – baselines of current
practices-situation
•  Determine strengths and weaknesses of the current
process and product
–  What types of errors are most common?
•  Develop reasoning for adopting/refining techniques
–  What techniques will minimize the problems?
•  Assess the impact of techniques
–  Does more/less functional testing reduce defects?
•  Evaluate the quality of the process/product
–  Are we applying inspections appropriately?
–  What is the reliability of the product before/after
delivery? 7	
  
DO
Be clear about WHY you are measuring.
Quest 2014 8
Why we need to measure ?
•  Our bosses want us to…
•  They want someone to point fingers at
•  They want to fire some people and save money
•  They need to report to their managers
•  They	
  want	
  some	
  basis	
  on	
  which	
  to	
  evaluate	
  us	
  
and	
  give	
  us	
  a	
  raise!	
  
•  We	
  need	
  to	
  figure	
  out	
  a	
  way	
  to	
  do	
  beCer!	
  
•  We	
  want	
  to	
  improve	
  our	
  work	
  and	
  improve	
  
soFware	
  quality	
   9	
  
The Metrics Conundrum
•  QA and Testing
Language
–  Defects
–  Execution status
–  Test cases
–  Pass/fail rates
–  DRE…
•  Business	
  Language	
  
–  Cost	
  effecMve	
  
–  ROI	
  
–  Cost	
  of	
  ownership	
  
–  Cost	
  of	
  poor	
  quality	
  
–  ProducMvity	
  
–  Calls	
  to	
  help	
  desk	
  
–  Customer	
  
saMsfacMon	
  
–  Customer	
  retenMon	
  
10	
  
In your organization…
•  What measurements do you take in your
organization and why?
•  Who uses them and for what?
11	
  
POLL: How many metrics are you
collecting on a regular basis within
your organization?
A.  1-5
B.  6-10
C.  11-15
D.  0
Quest 2014 12
The Metric Reality
•  Measurement and metrics are like dinner. It
takes 2-3 hours to make dinner, and 15 minutes
to consume…
•  But… many metrics are never reviewed or
analyzed (consumed)
•  WHY?
13	
  
The Metric Conundrum (cont.)
•  Test leads and test managers rarely have the
right metrics to show or quantify value
•  Metric collection and reporting are a drag
•  QA metrics usually focus only on test execution
•  Test tools don’t have most of the metrics we
want
•  Reports generated by QA are only rarely
reviewed
•  Metrics are not connected to anything of value/
meaningful for ________.
14	
  
Let’s look at some of the most
common mistakes in implementing
metrics.
Don’t – Measure the wrong thing
•  Often times, we get an idea for a software quality metric from a
person, company or article and begin using it without thinking ‘What
am I trying to measure and why?” In the end, we sometimes get
measurements that don’t matter relative to our goal.
•  Some sample metrics to review:
–  Test Coverage = Number of units (KLOC/FP) tested / total size of
the system
–  Test Density-Number of tests per unit size = Number of test
cases per KLOC/FP
–  Acceptance criteria test coverage = Acceptance criteria tested /
total acceptance criteria
–  Defects per size = Defects detected / system size
–  Test cost (in %) = Cost of testing / total cost *100
Quest	
  2014	
   16	
  
Don’t – Forget to differentiate
between quality and defects
•  Metric becomes the goal
•  Organizations concentrated on “the metrics”,
forget to understand the metric’s relationship to
the goal or objective.
•  Defect counts need to be incorporated into an
overall valuation because Quality is ultimately
measured in the eyes of the end user.
Quest	
  2014	
   17	
  
Don’t – Forget about context
•  Metrics don’t have consistent context so they are
unreliable – Context needs to be defined and
then maintained for measurements to be
meaningful.
•  Difficult in today’s environment with changing
test platforms and other contextual factors.
Quest	
  2014	
   18	
  
What contextual factors could
there be?
•  Release complexity
•  Development methodology
•  Software maturity
•  Development team maturity and expertise
•  Development team and QA integration
•  Resources available
•  User base
Quest	
  2014	
   19	
  
All metrics need to be normalized for proper interpretation
Metrics need context to tell the
whole story
•  Normalized per function point (or per LOC)
•  At product delivery (first X months or first year of
operation)
•  Ongoing (per year of operation)
•  By level of severity
–  Gross numbers don’t tell much
•  By category or cause, e.g.: requirements defect,
design defect, code defect, documentation/on-
line help defect, defect introduced by fixes, etc.
–  Total numbers tell 0
Quest	
  2014	
   20	
  
Don’t – Be sporadic or
irregular
•  Measurements used are not consistent – Just as
context needs to be consistent, so do the
measurements, methods, and time intervals that
you collect the measurements and calculate the
metrics.
•  Just as in weighing yourself, it doesn’t make
sense to drink 2 gallons one day and weigh in,
and go jogging 10 miles the next day and weigh
in.
Quest	
  2014	
   21	
  
Don’t – Calculate metrics that
don’t answer specific questions
•  Metrics don’t answer the questions you had to
begin with
•  You run off collecting measurements and
calculating metrics without thinking what
answers will I get after getting this information?
Quest	
  2014	
   22	
  
Poll: How many of you collect metrics
that you don’t need or use?
Don’t – Collect measurements
that no one wants
•  Metrics have no audience – As a corollary to the
previous factor, if there is no question to be
answered, then there will also be no audience
for the metric.
•  Metrics need to have an audience in order to
have meaning.
•  How many of the metrics and reports that you
generate are read?
Quest	
  2014	
   24	
  
Do - Collect what “they” want
•  Ratios and percentages rather than absolutes
•  Comparisons over time, or by release
•  Report on typical project constraints:
–  Costs
–  Time
–  Quality
Quest	
  2014	
   25	
  
Do - Collect what they want
Costs (Some potential metrics include):
•  Business losses per defect that occurs during operation
•  Business interruption costs
•  Costs of work-arounds
•  Costs of reviews, inspections and preventive measures
•  Costs of test planning and preparation
•  Costs of test execution, defect tracking, version and change control
•  Costs of test tools and tool support
•  Costs of test case library maintenance
•  Costs of testing & QA education associated with the product
•  Re-work effort (hours, as a percentage of the original coding hours)
•  Lost sales or goodwill
•  Annual QA and testing cost (per function point)
Quest	
  2014	
   26	
  
Do - Collect what they want
Time-Resources (Some potential metrics include):
•  Labor hours/defect fix
•  Turnaround time for defect fixes, by level of
severity
•  Time for minor vs. major enhancements
– actual vs. planned elapsed time
•  Effort for minor vs. major enhancements
•  actual vs. planned effort hours
Quest	
  2014	
   27	
  
Do - Collect what they want
Quality (Some potential metrics include):
•  Survey before, after (and ongoing) product delivery
•  # system enhancement requests per year
•  # maintenance fix requests per year
•  User problems: call volume to customer service/Tech support
•  User Satisfaction
–  training time per new user, time to reach task time of x
–  # errors per new user
•  # product recalls or fix/patch releases/year
•  # production re-runs
•  Availability (time system is available/ time the system is needed to
be available)
Quest	
  2014	
   28	
  
Collect what they want
•  Show them in combination and relative to each
other
–  Cost vs. quality
–  Cost vs. time
–  Quality vs. time
Quest	
  2014	
   29	
  
Don’t – Make the collection
effort the end game
•  Measurements are too hard to get – If you end
up designing the right metric to answer the right
question, it doesn’t matter if it takes several man
days to get the data and do the calculations.
•  Unless the value and decisions made from these
metrics have considerable value, they’ll soon be
abandoned.
Quest	
  2014	
   30	
  
Poll: How many of you started to collect
metrics but then found it was too
difficult or time consuming and quit?
Don’t – Forget indicators
•  Metrics have no indicators so cannot evaluate
–  You collect mounds of data but then what?
–  How do you determine what is ‘good’ or ‘bad’?
–  Before you get started collecting and calculating you
need to put together a way to evaluate the numbers
you get with meaningful indicators that can be used
as benchmarks as your metrics program matures.
Quest	
  2014	
   32	
  
Conclusions
•  Designing and implementing a software quality
metrics program requires careful thought and
planning.
•  First step is finding out the questions that you
want to answer or goals of using metrics.
–  Many refer to this as the goal-question-metric
paradigm, but in simple terms, what are you going to
do with the numbers once you get them?
•  Most of the “Don’ts” are related to not thinking
about the objectives of the metrics and actions
you will take based on them.
Quest	
  2014	
   33	
  
Solutions
•  Develop a stakeholders and their goals-
objectives
•  Develop a list of questions that, if answered,
would determine if the goals are met
•  Develop a catalogue of metrics (that answer the
questions) that can mix and match to apply to
the goals depending on the stakeholder
•  Develop and collect metrics that accompany
each part of the development process, not just
testing
–  There are many “defects” not directly in dev.Quest	
  2014	
   34	
  
Coming up at the conference
Measurement	
  
Framework	
   Improvement	
  
Decisions	
  
Stakeholders	
  
35	
  
Questions and Answers
Thanks
Q&A
www.xbosoft.com
@xbosoft
408-350-0508
Philip Lew
@philiplew
philip.lew@xbosoft.com
White Papers: http://www.xbosoft.com/knowledge_center/
/xbosoft
Blog: http://blog.xbosoft.com/
/xbosoft

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software testing metrics do's - don'ts-XBOSoft-QAI Webinar

  • 1. "Software Quality Metrics Do’s and Don’ts" Philip Lew
  • 2. Webinar Spirit and Expectations •  Interactive-I hope you post questions •  We’ll have a couple of polls to get your ideas flowing as we go along •  I won’t read the slides… •  Slides for you as a take-away •  I may ask questions – And I hope you post answers J 2  
  • 3. Understand, Evaluate and Improve •  If our end goal is improvement then what? •  To improve, we need to evaluate •  In order to evaluate, we must understand what we are evaluating •  To do this… We need metrics Can you think of other examples in our lives where this applies? Where do you use metrics to evaluate and improve? 3  
  • 4. Metrics in real life Food  Eaten   Weight   Performance   Race  Results   4   •  Calories •  Fat •  Carbohydrates •  Protein •  Time of day •  Vitamins •  … •  Blood pressure •  Cholesterol •  Blood glucose •  Red cell count •  White cell count •  Hematocrit •  Hemoglobin •  Body fat % •  … •  Placing •  … •  Effort/Power •  Heart rate/Watts •  Speed •  Time Intelligence Finesse Context •  Training •  Sleep
  • 5. DO Think about the process you are measuring and measure all along the way at each step in the process.
  • 6. Metrics - Benefits •  Understand how QA, testing, and its processes and where the problems are •  Evaluate the process and the product in the right context •  Predict and control process and product qualities •  Reuse successful experiences –  Feed back experience to current and future projects •  Monitor how something is performing •  Analyze the information provided to drive improvements 6  
  • 7. How can measurement help us (YOU) •  Create a organizational memory – baselines of current practices-situation •  Determine strengths and weaknesses of the current process and product –  What types of errors are most common? •  Develop reasoning for adopting/refining techniques –  What techniques will minimize the problems? •  Assess the impact of techniques –  Does more/less functional testing reduce defects? •  Evaluate the quality of the process/product –  Are we applying inspections appropriately? –  What is the reliability of the product before/after delivery? 7  
  • 8. DO Be clear about WHY you are measuring. Quest 2014 8
  • 9. Why we need to measure ? •  Our bosses want us to… •  They want someone to point fingers at •  They want to fire some people and save money •  They need to report to their managers •  They  want  some  basis  on  which  to  evaluate  us   and  give  us  a  raise!   •  We  need  to  figure  out  a  way  to  do  beCer!   •  We  want  to  improve  our  work  and  improve   soFware  quality   9  
  • 10. The Metrics Conundrum •  QA and Testing Language –  Defects –  Execution status –  Test cases –  Pass/fail rates –  DRE… •  Business  Language   –  Cost  effecMve   –  ROI   –  Cost  of  ownership   –  Cost  of  poor  quality   –  ProducMvity   –  Calls  to  help  desk   –  Customer   saMsfacMon   –  Customer  retenMon   10  
  • 11. In your organization… •  What measurements do you take in your organization and why? •  Who uses them and for what? 11  
  • 12. POLL: How many metrics are you collecting on a regular basis within your organization? A.  1-5 B.  6-10 C.  11-15 D.  0 Quest 2014 12
  • 13. The Metric Reality •  Measurement and metrics are like dinner. It takes 2-3 hours to make dinner, and 15 minutes to consume… •  But… many metrics are never reviewed or analyzed (consumed) •  WHY? 13  
  • 14. The Metric Conundrum (cont.) •  Test leads and test managers rarely have the right metrics to show or quantify value •  Metric collection and reporting are a drag •  QA metrics usually focus only on test execution •  Test tools don’t have most of the metrics we want •  Reports generated by QA are only rarely reviewed •  Metrics are not connected to anything of value/ meaningful for ________. 14  
  • 15. Let’s look at some of the most common mistakes in implementing metrics.
  • 16. Don’t – Measure the wrong thing •  Often times, we get an idea for a software quality metric from a person, company or article and begin using it without thinking ‘What am I trying to measure and why?” In the end, we sometimes get measurements that don’t matter relative to our goal. •  Some sample metrics to review: –  Test Coverage = Number of units (KLOC/FP) tested / total size of the system –  Test Density-Number of tests per unit size = Number of test cases per KLOC/FP –  Acceptance criteria test coverage = Acceptance criteria tested / total acceptance criteria –  Defects per size = Defects detected / system size –  Test cost (in %) = Cost of testing / total cost *100 Quest  2014   16  
  • 17. Don’t – Forget to differentiate between quality and defects •  Metric becomes the goal •  Organizations concentrated on “the metrics”, forget to understand the metric’s relationship to the goal or objective. •  Defect counts need to be incorporated into an overall valuation because Quality is ultimately measured in the eyes of the end user. Quest  2014   17  
  • 18. Don’t – Forget about context •  Metrics don’t have consistent context so they are unreliable – Context needs to be defined and then maintained for measurements to be meaningful. •  Difficult in today’s environment with changing test platforms and other contextual factors. Quest  2014   18  
  • 19. What contextual factors could there be? •  Release complexity •  Development methodology •  Software maturity •  Development team maturity and expertise •  Development team and QA integration •  Resources available •  User base Quest  2014   19   All metrics need to be normalized for proper interpretation
  • 20. Metrics need context to tell the whole story •  Normalized per function point (or per LOC) •  At product delivery (first X months or first year of operation) •  Ongoing (per year of operation) •  By level of severity –  Gross numbers don’t tell much •  By category or cause, e.g.: requirements defect, design defect, code defect, documentation/on- line help defect, defect introduced by fixes, etc. –  Total numbers tell 0 Quest  2014   20  
  • 21. Don’t – Be sporadic or irregular •  Measurements used are not consistent – Just as context needs to be consistent, so do the measurements, methods, and time intervals that you collect the measurements and calculate the metrics. •  Just as in weighing yourself, it doesn’t make sense to drink 2 gallons one day and weigh in, and go jogging 10 miles the next day and weigh in. Quest  2014   21  
  • 22. Don’t – Calculate metrics that don’t answer specific questions •  Metrics don’t answer the questions you had to begin with •  You run off collecting measurements and calculating metrics without thinking what answers will I get after getting this information? Quest  2014   22  
  • 23. Poll: How many of you collect metrics that you don’t need or use?
  • 24. Don’t – Collect measurements that no one wants •  Metrics have no audience – As a corollary to the previous factor, if there is no question to be answered, then there will also be no audience for the metric. •  Metrics need to have an audience in order to have meaning. •  How many of the metrics and reports that you generate are read? Quest  2014   24  
  • 25. Do - Collect what “they” want •  Ratios and percentages rather than absolutes •  Comparisons over time, or by release •  Report on typical project constraints: –  Costs –  Time –  Quality Quest  2014   25  
  • 26. Do - Collect what they want Costs (Some potential metrics include): •  Business losses per defect that occurs during operation •  Business interruption costs •  Costs of work-arounds •  Costs of reviews, inspections and preventive measures •  Costs of test planning and preparation •  Costs of test execution, defect tracking, version and change control •  Costs of test tools and tool support •  Costs of test case library maintenance •  Costs of testing & QA education associated with the product •  Re-work effort (hours, as a percentage of the original coding hours) •  Lost sales or goodwill •  Annual QA and testing cost (per function point) Quest  2014   26  
  • 27. Do - Collect what they want Time-Resources (Some potential metrics include): •  Labor hours/defect fix •  Turnaround time for defect fixes, by level of severity •  Time for minor vs. major enhancements – actual vs. planned elapsed time •  Effort for minor vs. major enhancements •  actual vs. planned effort hours Quest  2014   27  
  • 28. Do - Collect what they want Quality (Some potential metrics include): •  Survey before, after (and ongoing) product delivery •  # system enhancement requests per year •  # maintenance fix requests per year •  User problems: call volume to customer service/Tech support •  User Satisfaction –  training time per new user, time to reach task time of x –  # errors per new user •  # product recalls or fix/patch releases/year •  # production re-runs •  Availability (time system is available/ time the system is needed to be available) Quest  2014   28  
  • 29. Collect what they want •  Show them in combination and relative to each other –  Cost vs. quality –  Cost vs. time –  Quality vs. time Quest  2014   29  
  • 30. Don’t – Make the collection effort the end game •  Measurements are too hard to get – If you end up designing the right metric to answer the right question, it doesn’t matter if it takes several man days to get the data and do the calculations. •  Unless the value and decisions made from these metrics have considerable value, they’ll soon be abandoned. Quest  2014   30  
  • 31. Poll: How many of you started to collect metrics but then found it was too difficult or time consuming and quit?
  • 32. Don’t – Forget indicators •  Metrics have no indicators so cannot evaluate –  You collect mounds of data but then what? –  How do you determine what is ‘good’ or ‘bad’? –  Before you get started collecting and calculating you need to put together a way to evaluate the numbers you get with meaningful indicators that can be used as benchmarks as your metrics program matures. Quest  2014   32  
  • 33. Conclusions •  Designing and implementing a software quality metrics program requires careful thought and planning. •  First step is finding out the questions that you want to answer or goals of using metrics. –  Many refer to this as the goal-question-metric paradigm, but in simple terms, what are you going to do with the numbers once you get them? •  Most of the “Don’ts” are related to not thinking about the objectives of the metrics and actions you will take based on them. Quest  2014   33  
  • 34. Solutions •  Develop a stakeholders and their goals- objectives •  Develop a list of questions that, if answered, would determine if the goals are met •  Develop a catalogue of metrics (that answer the questions) that can mix and match to apply to the goals depending on the stakeholder •  Develop and collect metrics that accompany each part of the development process, not just testing –  There are many “defects” not directly in dev.Quest  2014   34  
  • 35. Coming up at the conference Measurement   Framework   Improvement   Decisions   Stakeholders   35   Questions and Answers
  • 36. Thanks Q&A www.xbosoft.com @xbosoft 408-350-0508 Philip Lew @philiplew philip.lew@xbosoft.com White Papers: http://www.xbosoft.com/knowledge_center/ /xbosoft Blog: http://blog.xbosoft.com/ /xbosoft