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Titel, samenvatting en biografie _________________________________________________________________________________________________________ Franck Mignet Test planning and cost optimization in an uncontrolled project Voorjaarsevent Testnet: 22 juni 2009 Summary In their everyday practice, testers and test managers work with real projects, that is: chaotic, lacking process and control. What can a test manager do to accurately and optimally plan the test activities and at the same time reduce the costs? As Test Manager for a typically uncontrolled project last year, Franck Mignet computed a first estimate using structured preparation and test design which both suffered from a high margin of error and was exceeding by 50% the required delivery date. The dilemma was solved by using an innovative mix of agile and structured testing. This presentation will present the solution which was used to bring the project under control, reduce the error margin on the planning and optimize the cost. The key idea was to start with a phase of Exploratory Testing supported by test sheets, which served as an analysis phase. It simultaneously allowed the test team to rapidly find a large number of major defects. This phase represented about 45% of the total test effort. As a result of the work of the first phase, the costs of the second phase, consisting of scripted testing, was divided by two. Using this method, team members were able to re-gain control of the project, delivering with a delay equivalent to 10% of the test time, which we could announce at mid project. This method was later reused during a second, related, project. Looking back at the two projects, the presentation will also present the lessons learned from this experience and indicate some difficult points requiring attention. Biography Entering the world of software testing in 2000, Franck Mignet built up experience in the telecommunication industry as a Test Manager and Test Process Improvement specialist. Since 2005, he has worked for Cimsolutions (www.cimsolutions.nl) carrying out assignments as a Senior Tester and Test Manager for clients. Convinced of the importance of methodologies and test

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Page 1: Franck Mignet Test planning and cost optimization in an ... · As Test Manager for a typically uncontrolled project last year, Franck Mignet ... The dilemma was solved by using an

Titel, samenvatting en biografie _________________________________________________________________________________________________________

Franck Mignet

Test planning and cost optimization in an uncontrolled project

Voorjaarsevent Testnet: 22 juni 2009

Summary In their everyday practice, testers and test managers work with real projects, that is: chaotic, lacking process and control. What can a test manager do to accurately and optimally plan the test activities and at the same time reduce the costs? As Test Manager for a typically uncontrolled project last year, Franck Mignet computed a first estimate using structured preparation and test design which both suffered from a high margin of error and was exceeding by 50% the required delivery date. The dilemma was solved by using an innovative mix of agile and structured testing. This presentation will present the solution which was used to bring the project under control, reduce the error margin on the planning and optimize the cost. The key idea was to start with a phase of Exploratory Testing supported by test sheets, which served as an analysis phase. It simultaneously allowed the test team to rapidly find a large number of major defects. This phase represented about 45% of the total test effort. As a result of the work of the first phase, the costs of the second phase, consisting of scripted testing, was divided by two. Using this method, team members were able to re-gain control of the project, delivering with a delay equivalent to 10% of the test time, which we could announce at mid project. This method was later reused during a second, related, project. Looking back at the two projects, the presentation will also present the lessons learned from this experience and indicate some difficult points requiring attention. Biography Entering the world of software testing in 2000, Franck Mignet built up experience in the telecommunication industry as a Test Manager and Test Process Improvement specialist. Since 2005, he has worked for Cimsolutions (www.cimsolutions.nl) carrying out assignments as a Senior Tester and Test Manager for clients. Convinced of the importance of methodologies and test

Page 2: Franck Mignet Test planning and cost optimization in an ... · As Test Manager for a typically uncontrolled project last year, Franck Mignet ... The dilemma was solved by using an

strategies, he approaches this field without dogmatic ideology, adapting to the context of the project.

Page 3: Franck Mignet Test planning and cost optimization in an ... · As Test Manager for a typically uncontrolled project last year, Franck Mignet ... The dilemma was solved by using an

CIMSOLUTIONSAutomation for Industry & Business

Case study: test planning and cost optimization in an uncontrolled project

Franck Mignet

Learn, createand make

it work

TestNet, June 22nd, 2009 [1] CIMSOLUTIONSAutomation for Industry & Business

Who Am I

Franck Mignet, 34, FrenchClimbing, AI, jazz, kayak10 years of software testing Industry Test Manager, Test Process consultant.

[2]

CIMSOLUTIONSAutomation for Industry & Business

Who Am I

Franck Mignet, 34, French.Climbing, AI, jazz, kayak.10 years of software testing. Industry. Test Manager, Test Process consultant.

I believe in adaptation, not in ideology

[2] CIMSOLUTIONSAutomation for Industry & Business

Overview

� System - Project – Problem� Chosen solution� Planning and estimate� Results� Adaptation, Challenges� The Next project… making progress?� When can you use this method?� Conclusion

[3]

CIMSOLUTIONSAutomation for Industry & Business

The system

Internal customer

WEB GUI

[4] CIMSOLUTIONSAutomation for Industry & Business

The system

Internal customer

SERVER

MS2003 Server

DB

WEB GUI

[4]

Page 4: Franck Mignet Test planning and cost optimization in an ... · As Test Manager for a typically uncontrolled project last year, Franck Mignet ... The dilemma was solved by using an

CIMSOLUTIONSAutomation for Industry & Business

The system

Internal customer

SERVER

MS2003 Server

C++ App

DB

WEB GUI

[4] CIMSOLUTIONSAutomation for Industry & Business

The system

Internal customer

SERVER

MS2003 Server

Output Files

(critical)

C++ App

DB

WEB GUI

[4]

CIMSOLUTIONSAutomation for Industry & Business

The system

Internal customer

SERVER

MS2003 Server

Output Files

(critical)

C++ App

DB

SCOPE

WEB GUI

[4] CIMSOLUTIONSAutomation for Industry & Business

Status of the project at the beginning

[5]

CIMSOLUTIONSAutomation for Industry & Business

Status of the project at the beginning

“Code is already complete”

[5] CIMSOLUTIONSAutomation for Industry & Business

Status of the project at the beginning

“Code is already complete”Requirements: “oral tradition”Components Design = 2 x A4

+

[5]

Page 5: Franck Mignet Test planning and cost optimization in an ... · As Test Manager for a typically uncontrolled project last year, Franck Mignet ... The dilemma was solved by using an

CIMSOLUTIONSAutomation for Industry & Business

Status of the project at the beginning

“Code is already complete”Requirement: “oral tradition”Components Design = 2 x A423 Functionalities in the Project Plan

…… 51 implemented

+ + =

[5] CIMSOLUTIONSAutomation for Industry & Business

Status of the project at the beginning

“Code is already complete”Requirement: “oral tradition”Components Design = 2 x A423 Functionalities in the Project Plan

…… 51 implemented

+ + =

[5]

CIMSOLUTIONSAutomation for Industry & Business

Estimating…

Trying to use the structured approach

RegressionExecutionRamp up + analysis Specification

45 man.weeks

[6] CIMSOLUTIONSAutomation for Industry & Business

Estimating…

Trying to use the structured approachExpected Delivery

RegressionExecutionRamp up + analysis Specification

30 man.weeks

[7]

CIMSOLUTIONSAutomation for Industry & Business

Estimating…

Trying to use the structured approach

And the management’s reaction

Expected Delivery

RegressionExecutionRamp up + analysis Specification

30 man.weeks

[7] CIMSOLUTIONSAutomation for Industry & Business

Estimating…

Trying to use the structured approach

And the management’s reaction

Expected Delivery

RegressionExecutionRamp up + analysis Specification

30 man.weeks

[7]

Page 6: Franck Mignet Test planning and cost optimization in an ... · As Test Manager for a typically uncontrolled project last year, Franck Mignet ... The dilemma was solved by using an

CIMSOLUTIONSAutomation for Industry & Business

Back to the “planning” board

We have to “discover” the requirementsAnalysis/Test design/ramp up cost too highTest execution starts too late => too risky

[8] CIMSOLUTIONSAutomation for Industry & Business

Back to the “planning” board

We have to “discover” the requirementAnalysis/Test design/ramp up cost too highTest execution starts too late => too risky

[8]

CIMSOLUTIONSAutomation for Industry & Business

Exploratory Testing:

One of the Agile techniquessimultaneous learning, test design and test execution

[9] CIMSOLUTIONSAutomation for Industry & Business

Exploratory Testing:

One of the Agile techniquessimultaneous learning, test design and test execution

Discover, learn, use attacksTester’s thought process and creativityNo scripted tests

[9]

CIMSOLUTIONSAutomation for Industry & Business

Exploratory Testing:

One of the Agile techniquessimultaneous learning, test design and test execution

Discover, learn, use attacksTester’s thought process and creativityNo scripted tests

Strong/Weak points

[9] CIMSOLUTIONSAutomation for Industry & Business

Supporting processes:

Test sheets“Done” , “Test Ideas”

[10]

Page 7: Franck Mignet Test planning and cost optimization in an ... · As Test Manager for a typically uncontrolled project last year, Franck Mignet ... The dilemma was solved by using an

CIMSOLUTIONSAutomation for Industry & Business

Supporting processes:

Test sheets“Done” , “Test Ideas”

Agile planning (SCRUM like)Burn down, self-organizing

[10] CIMSOLUTIONSAutomation for Industry & Business

Supporting processes:

Test sheets“Done” , “Test Ideas”

Agile planning (SCRUM like)Burn down, self-organizing

Whiteboard/ “Kanban”for tasks & communication

[10]

CIMSOLUTIONSAutomation for Industry & Business

Input for Estimation:

[11]

ExploratoryEstimate

CIMSOLUTIONSAutomation for Industry & Business

Input for Estimation:

[11]

ExploratoryEstimate

Full ExecutionEstimate

CIMSOLUTIONSAutomation for Industry & Business

Input for Estimation:

[11]

ExploratoryEstimate

Full ExecutionEstimate

TPA

Structuredestimate

CIMSOLUTIONSAutomation for Industry & Business

Input for Estimation:

[11]

ExploratoryEstimate

Full ExecutionEstimate

Experiment

Walkthrough

TPA

Structuredestimate

Page 8: Franck Mignet Test planning and cost optimization in an ... · As Test Manager for a typically uncontrolled project last year, Franck Mignet ... The dilemma was solved by using an

CIMSOLUTIONSAutomation for Industry & Business

Input for Estimation:

[11]

ExploratoryEstimate

Full ExecutionEstimate

Experiment

Walkthrough

TPA

Structuredestimate

Sampling

CIMSOLUTIONSAutomation for Industry & Business

Input for Estimation:

[11]

ExploratoryEstimate

Full ExecutionEstimate

Additional inputs:

Product Knowledge

Product History

Tools needed

Experience

Experiment

Walkthrough

TPA

Structuredestimate

Sampling

CIMSOLUTIONSAutomation for Industry & Business

Estimating Exploratory Phase :

[12]

ExploratoryEstimate

Full ExecutionEstimate

x

Sampling (~ 30%?)

ExplorationRatio

CIMSOLUTIONSAutomation for Industry & Business

Estimating Exploratory Phase :

[12]

ExploratoryEstimate

Full ExecutionEstimate

~x

1-2vs2-1

Sampling (~ 30%?)

ExplorationRatio

Re-Balancing(Sequence)

CIMSOLUTIONSAutomation for Industry & Business

Estimating Exploratory Phase :

[12]

ExploratoryEstimate

Full ExecutionEstimate

~x +

1-2vs2-1

20% + Tools

Sampling (~ 30%?)

ExplorationRatio

DiscoveryFactor

Re-Balancing(Sequence)

CIMSOLUTIONSAutomation for Industry & Business

Estimating Exploratory Phase :

[12]

ExploratoryEstimate

Full ExecutionEstimate

~x + +

1-2vs2-1 30%

20% + Tools

Sampling (~ 30%?)

ExplorationRatio

DiscoveryFactor

Re-Balancing(Sequence) Debug

Factor

Page 9: Franck Mignet Test planning and cost optimization in an ... · As Test Manager for a typically uncontrolled project last year, Franck Mignet ... The dilemma was solved by using an

CIMSOLUTIONSAutomation for Industry & Business

Estimating Exploratory Phase :

[12]

ExploratoryEstimate

Full ExecutionEstimate

~x + + x

1-2vs2-1 30%

20% + Tools

Sampling (~ 30%?)

Day/6h

ExplorationRatio

DiscoveryFactor

Re-Balancing(Sequence) Debug

Factor

Efficiency

All-inclusive estimates!!!CIMSOLUTIONSAutomation for Industry & Business

The solution:

Defects

Exploratory Testing

[13]

CIMSOLUTIONSAutomation for Industry & Business

The solution:

Test Sheets

Defects

Exploratory Testing

[13] CIMSOLUTIONSAutomation for Industry & Business

The solution:

Test Sheets

Defects

Structured testingExploratory Testing

Defects

Test Scripts

[13]

CIMSOLUTIONSAutomation for Industry & Business

The solution:

Test Sheets

Defects

RegressionStructured testingExploratory Testing

Defects

30 man.weeks

Test Scripts

[13] CIMSOLUTIONSAutomation for Industry & Business

Did it work? Yes it worked!

RegressionStructured testingExploratory Testing Delay

Delay announced

33 man.weeks

10%

[14]

Page 10: Franck Mignet Test planning and cost optimization in an ... · As Test Manager for a typically uncontrolled project last year, Franck Mignet ... The dilemma was solved by using an

CIMSOLUTIONSAutomation for Industry & Business

Did it work? Yes it worked!

RegressionStructured testingExploratory Testing Delay

Delay announced

33 man.weeks

10%

[14]

~250 defects found, ~170 fixed4 defects found during acceptance, 1 critical1 new defect found in 6 month

Variability of estimates per functionality

CIMSOLUTIONSAutomation for Industry & Business

Adaptation for the team:

TestersLooking inside the productTrusting the methodologyTrusting the team

[15]

CIMSOLUTIONSAutomation for Industry & Business

Adaptation for the team:

TestersLooking inside the productTrusting the methodologyTrusting the team

Project ManagerUnderstanding the approachDelegating controlAvoiding over-reactions

[15] CIMSOLUTIONSAutomation for Industry & Business

Challenges for the Test Manager:

[16]

CIMSOLUTIONSAutomation for Industry & Business

Challenges for the Test Manager:

Keeping an eye on everythingVision, driving development…

[16] CIMSOLUTIONSAutomation for Industry & Business

Challenges for the Test Manager:

Keeping an eye on everythingVision, driving development…

Knowing what not to testConvergence

[16]

Page 11: Franck Mignet Test planning and cost optimization in an ... · As Test Manager for a typically uncontrolled project last year, Franck Mignet ... The dilemma was solved by using an

CIMSOLUTIONSAutomation for Industry & Business

Challenges for the Test Manager:

Keeping an eye on everythingVision, driving development…

Knowing what not to testConvergence

Risk assessmentProduct knowledgeIntuition

[16] CIMSOLUTIONSAutomation for Industry & Business

The next project:Subset of previous system:

Migration + Top priority functionalities

Similar Situation

Same MethodExploratory phase, structured phase, regression

Similar results2 man x weeks late (on 22 total) 55% of costs spent in exploratory phase

[17]

CIMSOLUTIONSAutomation for Industry & Business

Lessons learned after 2 projects:

Learning curve complete Reusing tools

[18] CIMSOLUTIONSAutomation for Industry & Business

Lessons learned after 2 projects:

Learning curve complete Reusing tools

Reliability of estimatesHigh variabilityDevelopment quality

[18]

CIMSOLUTIONSAutomation for Industry & Business

Lessons learned after 2 projects:

Learning curve complete Reusing tools

Reliability of estimatesHigh variabilityDevelopment quality

Long term issuesProduct and Process Improvement

[18] CIMSOLUTIONSAutomation for Industry & Business

When can you use this approach?Time of involvement Req. /Scope

definition

Domain Knowledge

Quality

Lead time

[19]

Page 12: Franck Mignet Test planning and cost optimization in an ... · As Test Manager for a typically uncontrolled project last year, Franck Mignet ... The dilemma was solved by using an

CIMSOLUTIONSAutomation for Industry & Business

When can you use this approach?Time of involvement Req. /Scope

definition

Domain Knowledge

Quality

Lead time

Structured.

[19] CIMSOLUTIONSAutomation for Industry & Business

When can you use this approach?Time of involvement Req. /Scope

definition

Domain Knowledge

Quality

Lead time

Structured.

Our case.

[19]

CIMSOLUTIONSAutomation for Industry & Business

When can you use this approach?Time of involvement Req. /Scope

definition

Domain Knowledge

Quality

Lead time

Structured.

Our case.

[19] CIMSOLUTIONSAutomation for Industry & Business

When can you use this approach?Time of involvement Req. /Scope

definition

Domain Knowledge

Quality

Lead time

Structured.

Our case.

With reviews.

[19]

CIMSOLUTIONSAutomation for Industry & Business

Conclusion:

This is the solution to bring project back on track and reduce costs and lead time

[20] CIMSOLUTIONSAutomation for Industry & Business

Conclusion:

This is the solution to bring project back on track and reduce costs and lead timeAgile and Structured testing can work together

[20]

Page 13: Franck Mignet Test planning and cost optimization in an ... · As Test Manager for a typically uncontrolled project last year, Franck Mignet ... The dilemma was solved by using an

CIMSOLUTIONSAutomation for Industry & Business

Conclusion:

This is the solution to bring project back on track and reduce costs and lead timeAgile and Structured testing can work togetherAgile can be the way to structure

[20] CIMSOLUTIONSAutomation for Industry & Business

Conclusion:

This is the solution to bring a project back on track and reduce costs and lead timeAgile and Structured testing can work togetherAgile can be the way to structure

[20]

CIMSOLUTIONSAutomation for Industry & Business

Conclusion:

This is the solution to bring a project back on track and reduce costs and lead timeAgile and Structured testing can work togetherAgile can be the way to structure

[20] CIMSOLUTIONSAutomation for Industry & Business

Conclusion:

This is the solution to bring a project back on track and reduce costs and lead timeAgile and Structured testing can work togetherAgile can be the way to structure

[20]

CIMSOLUTIONSAutomation for Industry & Business

Learn, createand make

it work

[21]