Introduction
Test automation promises many attractive benefits such as running multiple tests overnight at a click of a button, eliminating mindless work, increasing test coverage, and reducing the cost of testing. So the question is, how to get started?
Deliberation of Merit
The first order of business then is to be sure that test automation is the right decision in your particular case. The initial automation effort can be expensive, especially if the systems have not been designed with test automation in mind (very few of them are…). Before considering automation make sure you can positively respond to ALL the following per-requisites:
- The systems or applications are relatively stable with no significant redesigns expected in the foreseeable future.
- The organization has a solid test process in place.
- The Organization has the right type of person or team in place.
- The Organization has a defined scope for an initial automation effort.
- There is an understanding by senior management that test automation is an investment, not a short term solution.
- There is a return on investment (ROI) analysis demonstrating at least a 50% ROI for a set period.
For an effort to be considered for test automation, it should result in a positive ROI. Since the expected lifespan of testing a system is not always known or can be hard to predict, an attempt at a comprehensive ROI calculation at an early stage will likely miscalculate an actual ROI. A short term ROI estimate (between one to three years) is a safer and easier calculation to make, typically utilizing at least some of the following factors:
- Length of time to run a predefined test set manually.
- Cost and availability of support resources necessary for manual test execution.
- Number of times such test sets are expected to run during the agreed upon period.
- Expected effort for establishing automation infrastructure (mapping objects, reusable functions…).
- Expected effort for establishing test automation coverage utilizing above infrastructure.
- Expected maintenance effort factor between each version or cycles.
- Expected effort for executing automated tests and investigating results.
- The value of enabling manual testers to focus mostly on testing new functionality.
- Estimated value of shortening a test cycle by X days.
- Estimated value of increased test coverage consistency.
- Estimated value of knowledge retention.
- Estimated value of executing additional test types which couldn’t be executed earlier.
A ROI calculation is not enough though; as indicated above you must also ensure that you have a solid test process in place including things like scope, strategy, test types and test levels. Simply put, automated garbage is still garbage, so if you haven’t been able to positively answer the entire automation per-requisites list above, start there. Also, keep in mind that test automation will almost never replace the first round of manual testing of new functionality, but is rather targeted at reducing the cost and risks associated with regression testing. There are cases in which a progressive automation approach enables utilizing test automation for both regression testing and testing of new functionality but it is not recommended for organizations just getting started with test automation.
Once your foundation and preliminary ROI calculations are in place, it is time to run a test automation proof of concept (POC) project.
Test Automaton Proof of Concept (POC)
Phase | Duration (small project) | Customer Involvement |
Determining Scenarios and Learning the Application | 1 Day | 2-3 Hours |
Writing Up the Test Plan | 2-3 Days (depends on revisions) | 1-4 Hours (Depends on the infrastructure of the customer) |
Scripting | 1-3 Weeks | 5 Hours – to answer whatever questions come up during scripting |
Testing | 1-3 Weeks (depends on issues found) | Best Case scenario: (no problems, testers have access to server hardware) – 3 Hours Worst Case scenario: (lots of problems, server hardware has to be monitored by customer): practically same as tester |
Final Report | 1 Day (compile and Present) | 1-2 Hours for the presentation |
A POC project should start with defining the immediate goals it should meet. While doing so, keep in mind that the POC’s main purpose is not actual automation implementation, but is rather intended to help determine what kind of methods and resources would be required for a successful automation implementation. It is recommended that the POC project take no longer than three to four weeks. It should have a balance between the need to discover the main automation challenges and demonstrating feasibility with the need to support relatively quick decision making. In addition to organization-specific goals, your list of POC goals should include at least some of the following:
- Verifying test automation feasibility.
- Exposing technical blocks and challenges.
- Experimenting with potential solutions and workarounds.
- Further refining cost estimates and ROI calculations.
- Experimenting with a number of test automation tools
- Finalizing a tool selection or at least supporting a selection.
- Experimenting with a number of test automation approaches (KDT, DDT, TDD, BDD, Progressive automation…) and finalizing an approach or supporting a selection.
- Helping establish test automation context and an appropriate state of mind at your organization.
- Defining a detailed 6 month implementation plan with 30, 60, 90 and 180 day targets.
Once your POC goals are in place, start the POC project by educating yourself on available automation approaches and their advantages. Selection of test automation approaches should include reviewing at least some of the following factors:
- Proficiency of current personnel with each approach and technical tools associated with it.
- Cost of training for each approach.
- Depth of knowledge of the system under test required for each approach.
- Number of personnel who have BOTH the skills required for the approach and the knowledge of the system under test.
When an approach is selected, next consider the tools you will need. Some of the important factors are:
- Compatibility with the technologies present in the system under test.
- Compatibility with the technologies planned to be utilized.
- Compatibility with the test management systems in place.
- Market prevalence of the tool ( a wider user base facilitates finding experienced users, support groups, and other network effect factors).
- Quality of tool vendor support.
- Tool usability.
- Tool features that simplify script maintenance.
- Cost of the tool.
Once the tools have been chosen, the next step in a POC project is to establish a detailed Test Automation Implementation Plan. The plan should include a list of reusable business and utility functions to be tested, as well as a detailed automation breakdown. The plan should allow for the distribution of workload, estimation of the timeline, and tracking of progress.
The last topic to consider is technical guidelines, such as: object mapping structures, creation and maintenance processes, and coding conventions.
When all of the preliminary work is finished, it is time to actually implement the selected scenarios on the tools of choice. From these scenarios, a list of encountered and predicted challenges should be generated and solutions for said challenges evaluated. If the challenges prove to be insurmountable, the POC conclusion is that there is no test automation feasibility. Otherwise, the information gathered should enable meeting the POC goals and enable more accurate recalculation of the ROI. If a revised ROI is unacceptable, another POC with an alternative approach or toolset can be performed. Alternatively, this could indicate that test automation might not be a good idea for this system.
Test automation maintenance
If the POC is completed successfully, and the decision to pursue automation is reached, the concern of automation maintenance should become the leading factor throughout your test automation implementation as it will be the major factor in delivering positive ROI. To insure efficiencies, it is important to build a framework that supports minimal and easy maintenance.
A good maintenance process follows this general outline:
- Review the list of known changes in the system and conduct a gap analysis.
- Create an action list of things to update such as:
- New objects to map.
- Existing object maps to update.
- Object maps to remove.
- API calls to revise.
- Changes in system logic to accommodate.
- Inform the personnel of the workflow and data set changes.
- Upgrade scripts and infrastructure as necessary.
- Conduct a manual sanity test to verify that the environment is operational.
- Run a full suite of tests and investigate failures to understand if issues are system related or automation related.
- In case issues are automation related, fix the automation as needed and add such issues to future gap analysis.
Once maintenance has been completed successfully, automation infrastructure and automation scenarios should be developed to support additional test coverage.
Summary
In this paper, we outline the basic steps of getting started with test automation at your organization. While each organization has different needs and technologies we find that just about every organization can benefit from utilizing test automation and that the above step by step guide will provide a good framework for getting started.
Examples of good candidates
One last thing to keep in mind. When looking at test automation, the following list of areas typically benefit from test automation:
- Regression tests that are repeated often – a sanity test is a good example of that.
- Tests of stable functionality that is not expected to change much.
- Tests that can be completed automatically with no human intervention.
- Tests which are expensive to run manually.
- Tests which require multiple user roles to execute.
Contact the Authors
Yaron Kottler: yaronk@qualitestgroup.com
Vasily Shishkin: vasilys@qualitestgroup.com
Source : Linkedin Discussion from the group : Software Testing & Quality Assurance
Bhava Sikandar • You have few options
1. Escalate this or bring awareness to your senior management.
2. If you do not have access to senior management, the other option is to ensure you use the right tool i mean good defect tracking tool can help you to report all your defects finding in the product testing, i dont think lead can change the "Found by" in the defect tracking tool. Write a good test cases which can find the defects at the early stage.
3. If he is just showing up the metrics and getting the credit ensure you automate his job so that management can think of his job as redundant..
CurtisUnfollow
Curtis Stuehrenberg • Ethically this is an interesting question and one I've had to frequently face myself. I don't think there is a standard answer applicable to all situations, unfortunately. The only thing you cannot do is change their behavior for them.
Since you cannot change their behavior, let me ask you a quick question. Why do you care? You know you are doing the work. You know you are building out your skills and experience. Even if your lead is taking credit for your work, so what? Eventually he or she will say something ridiculous or commit to something impossible and they will be found out. Until then all you can do is perform with dignity and professionalism. If you do so no matter what happens you can feel morally, ethically, and professionally justified. Even if this lead decides to blame everything on you and you are fired (worst case scenario), you can walk into the interview for a new job with the confidence and assurance that comes from correct and moral actions. Your lead, on the other hand, will have to explain why their own work has suddenly stopped.
However if you feel enough frustration and indignation at your lead where you feel like you cannot conduct yourself as a professional ... then quit. Find a position with a lead and a management team more in alignment with your justifiably high commitment to personal accountability and honesty. It is infinitely easier to simply find a new job than navigating the mine field of office politics and official action on your part would immediately trigger. People who do this sort of thing and become leads or managers are ALWAYS consummate office politicians. The fact they cannot do the work and yet are expected to be a lead for others should tell you they are either very good at lying and confusing upper management with their webs or they are somehow connected to a high-ranking person in an inappropriate manner. Neither of these possibilities grant you much chance or winning in the battle soon to follow if you take official action and complain up the company ladder.
So my advice is to find a new job and then quit. If you do not want to quit, then approach your lead and tell them directly you do not appreciate what they are doing and find it ethically reprehensible. Then quietly sit still while they continue to steal your work.
2Follow Earl
Earl Willis • That's cold Bhava! Automating his job? I find being in a technical leadership position, your best bet and best approach is to have actual STRONG technical knowledge that puts you in a position to lead from the front and not from behind.
It seems the Test Lead is leading from behind w/out actual knowledge. Due to this person's lack of knowledge they are probably fearful of taking risks, overly concerned with their reputations, making tough decisions, etc., the list goes on. This will eventually set the tone for the group. Upper management will eventually find out as this tone usually invariably filters it's way through the entire team making effective action impossible.
I'd say stick to your guns, keep producing Quality work, don't sacrifice your integrity, and document tasks that you have been doing successfully. When the above-mentioned happens, you will have a stronger case with senior management. You may also have the support of your other team members, as they are probably going through the same.
On the other hand, from what Curtis said, this may be a losing battle if they are well-trained in 'confusing upper management with their webs' or connected to a high-ranking person. In that case, I'd try to find another job.
CurtisUnfollow
Curtis Stuehrenberg • It's also possible they don't know they're doing something wrong and might need to be told their actions are not welcomed. If the lead is very inexperienced they might think what they're doing is standard or at least not that big of a deal. If you don't tell them, they won't know and be able to correct it.
Follow Freddy
Freddy Vega • @Diva, please do not quit your job! :)
Someone on this thread said "The fact they cannot do the work and yet are expected to be a lead for others should tell you they are either very good at lying and confusing upper management with their webs or they are somehow connected to a high-ranking person in an inappropriate manner."
Those are not the ONLY two things this lead can be. It can also mean that he is required to present the work that others perform (this is a normal process in any lead's job). It can also mean that, while he does not have experience in test, he may be a company or industry veteran that truly understands the business and was placed in the position, with trusted QA folks below him, to run a tight ship.
The best way to deal with this situation IMO, is communication, communication, communication. Be it via suggesting new processes, tools, etc or talking, emailing the lead directly. Just do not quit your job and do not automate his job!!! :)
If you can't beat them, join them. Become his ally and watch yourself rise to the top! ;)
CurtisUnfollow
Curtis Stuehrenberg • @Freddy - So you think that if she finds the situation completely unbearable and cannot conduct herself as a professional then she should just suck it up and keep working, perhaps even align herself with this person in order to further her own career? I ask because that's the situation I outlined when I suggested quitting as an extreme reaction.
If Diva truly finds the situation too horrible to bear, then she should find a new job a quit. If however she is simply looking to vent a little pressure, she has other options. You should NEVER approach some one with an accusation like this without full realization of where it might lead. If her lead is a reasonable person and truly does not know his or her behavior is professionally unethical, then communication is truly the most beneficial option. However if her lead is fully aware of the situation and either does not care or sees no other option for personal advancement, then confronting him or her about it will only cause problems. The truth of the situation probably lies somewhere in between these two extremes but it does not remove them completely. You should never gamble with money you cannot afford to lose. You should also never stand up for principles you are not willing to sacrifice other things to maintain.
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Freddy Vega • @Curtis, NO, I do not think she should "suck it up and keep working"
I am suggesting that she should "align herself" with this Lead. Once they are both going in the same direction; sparks will fly!
You do this, with COMMUNICATION! and that, Curtis, is what I am suggesting.
Follow Freddy
Freddy Vega • And yes, once they (Diva and Lead) are aligned, they will both be at the relative* top (from a work/career perspective).
*relative: meaning from the current situation (i.e. bad, stealing work, etc).
Follow William "Bill"
William "Bill" Malik, CISA • The risk with aligning your career with a fraud is that when they go down, you will too. Why take that risk? If I see my boss stealing anything from anyone, I'll report it to the appropriate leader. If the organization's culture is to accept the malfeasance, then best to get out of there. Do you want to have Enron on your resume?
The point is that eventually bad behavior comes to light. Maybe not soon enough, maybe not fully enough, but it will. In the meantime, as Kurt Vonnegut said, "Your are who you pretend to be, so be careful about who you pretend to be." If you choose to stand with a known crook, then the premise that you don't like crooked behavior is rendered meaningless. Actions > words, and words > ideas.
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Freddy Vega • @William, that is assuming the work is being "stolen". This is all a perception thing. We cannot assume the worst without more information first. This is why COMMUNICATION is the right answer.
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Freddy Vega • Oh and William... I concur... "Actions speak louder than words" ;)
DivaUnfollow
Diva Samanta • Hmm.... it is interesting to read so many different views on the subject.
Let me give you all some specifics:
1. The first thing this person did is become best frineds with the QA manager.... getting into the personal life, calling, chatting.... in one word 'buttering' is an everyday thing.
2. The communication skill is world famous, I mean, office famous.... horrible English and sentence construction.... hard to figure out the meanings of the emails sent.
3. This person would ask the testers to create documents or pull excel reports from Quality Center for the Sign Offs or other related documents he/she is supposed to create. If these documents are sent to him/her and the manager is copied in the email, this person will call the tester and RAISE HELL.
4. Since the communication skill is not good enough, this person would forward the same email to the manager that the tester had sent, changing the name at the bottom of the email. The way we discovered this is via Live Meeting when his/her desktop was shared by many.
These are just a few examples....
BTW, I like the quitting option.... does any of you have a position open for me ? ;)
Follow Freddy
Freddy Vega • Well, all I can say is that there are two sides to every coin ;)
Diva, I'm not saying that you are wrong. I'm just saying that all of the issues you raise can be fixed with COMMUNICATION.
CurtisUnfollow
Curtis Stuehrenberg • @Diva - It sounds like you have a good sense of humor about this, so I would just let it go. You and the rest of the team should conduct yourselves as professionals and let this person slowly dig their own grave. Personal relationships are great and can help you advance your career in ways you'd never quite suspect, but they do not pay bills. At the end of the day it is the person who can do the work that will be in high demand, not the person with whom it is fun to hang around.
If your management team is not aware they are simply signing their names to documents and communications produced by several people, then your upper management are fools. However I suspect they know and simply don't care ... so long as the work is being done. Sooner rather than later this person will run into a problem they cannot steal or flatter their way out of. Their inexperience, lack of communication, and tendency to take credit for other people's ideas and work will then NOT be ignored.
1Follow Earl
Earl Willis • @Diva,
Changing names raises a red flag in my book. Sounds to me like this person knows exactly what they are doing. The more I read of your circumstances, the more I have to agree with Curtis's first comment when he says 'It is infinitely easier to simply find a new job than navigating the mine field of office politics and official action on your part would immediately trigger'. Especially one in which the team you are going to shares the same beliefs about integrity as you.
Of course, this is easier said than done but you are in a better position as you can look for another opportunity while you have a job which allows you to feel everything out before making a commitment just for the sake of leaving your current situation.
The more you explore alternative opportunities the more empowerment you will feel over your situation, and this will also give you an idea of what you will lose if you leave, and what you can lose if you don't leave.
Follow William "Bill"
William "Bill" Malik, CISA • @Freddy
The only reason I said that something was stolen was that Diva said something was being stolen. It would be great to see an example of the specific communication - what would be said, and to whom, that would resolve all of these issues.
Here are a couple of parameters: 1) Let's assume that D has a professional reputation and a level of personal integrity that she does not want to sacrifice. 2) Let's assume that D doesn't want to be bullied at work. 3) Let's assume that L is devious.
So D goes to L and asks for something to change, and L responds by making life more difficult for D.
Or, D goes to QA Mgr to report L's behavior. QA Mgr and L make life more difficult for D.
Or, D goes to VP/CIO to report L and QA Mgr's harassment. VP investigates and makes life more difficult for D.
So, what's your plan?
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Freddy Vega • @Diva, note that a lot of folks are encouraging you to quit your job rather than face the issues, communicate, and come out the other end, in the least, a bigger person.
Working through problems is any engineers dream! Work through IT! Communicate! Take action, all positive and constructive. Even if it means looking at yourself critically. :)
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Freddy Vega • But @William,
My plan is not to assume or guess. Its just to communicate and take appropriate action as the "unknown" becomes "known".
DivaUnfollow
Diva Samanta • @ Curtis, @ Earl, @ William.... I agree with you ....
I have decided to give it my best shot and see how far I can go with my skills and how far this person can go with deceit. There is a saying "Winners never quit. Quitters never win". I have faith in my capabilities. At the end of the day, I am not the one who asks for help to get things done. For the time being, I am just being a silent observer and a team player.
@ Freddy, how do you communicate with a fraud?
1Follow Freddy
Freddy Vega • @Diva, I realize what I am telling you may not be what you want to hear (like Curtis, Earl, William, etc). I also realize that the advice I am giving you is much harder to execute (easier said than done, right?) but you said it yourself "Winners never quit. Quitters never win".
So if you follow that quote it is saying exactly what I am recommending you do ;)
How do you communicate with a Fraud? The same way you communicate with anybody.
However, the first thing I would do is get the word "fraud" or "steal" or anything that sounds negative or destructive out of my vocabulary when I either reference or talk to this individual. I know, I know, easier said than done. But IT CAN be done...