Agile Testing Automation

As an Agile/Testing consultant, trainer and coach there are certain questions I hear often. One of them is: "What tool should we use for test automation?"

My response is usually the same: "What do you want to automate? What kinds of tests or checks?"

Very often I see people and teams make the mistake of trying to find the silver bullet.. the one tool to automate everything. Alas, there is no such tool and I don't believe there ever will be. At least, not in the foreseeable future.

It's about this time that I usually look for a whiteboard or piece of paper so I can sketch a few diagrams to help illustrate the problem. There are two diagrams in particular that I like to use. (Aside: for reference, I first publicly presented this at the DevReach 2012 conference, and it is part of the Agile/Testing classes I teach. This is the first time I am blogging the topic since I am often asked about it.)

Where would you go?

An old friend reached out to me recently to ask me some questions about Ruby, a very handy programming language to know if you are in testing, development or IT/Ops. During the conversation I mentioned that I am presently working as an Agile Technical Coach, and not in a Testing role of some kind.

Two things came to my mind during the conversation: (1) I am happy to have moved on from Testing (i.e. from doing it to teaching it), and (2) I went to some lengths for the job I have now.

After 20 years in various Testing and QA roles, I am happy to have moved onto coaching, consulting and training. I know when it's time to leave the development game to a new crowd with a fresh pair of eyes.

There are two things in my professional life that I love doing: Teaching and Testing. I did the latter for a long time, so I am pleased to focus on Teaching for a while. Unfortunately, it's still quite clear to me that many people are getting into Software Development without much knowledge (if any) of formal Testing and Quality practices. Sigh. That's too bad. It seems I will have many teaching and coaching opportunities in this field for a while yet.

Agile Testing vs Exploratory Testing

This month I will be doing two sets of training sessions - one for Agile Testing (AT) and one for Exploratory Testing (ET). I have extensive experience with both and I enjoy teaching and coaching both activities. This is the first time that I have been asked to do both training sessions at basically the same time, so I have been giving the relationship between the two some thought.

Over the past decade I have sometimes struggled with the difference between the two. I admit that I have on occasion even described them as being the same thing. Having given it some thought, I now think differently.

The insight came to me when I had a conversation with someone about both topics recently. The courses I'm doing have different audiences, different outlines, and different expected behaviours/outcomes. Yes, there is some overlap, but not much.

I have written previously about what I believe is ET (it's an interesting post - I suggest you take a moment to read it if you haven't already). Near the end of that article, I mention Agile Software Development and the Agile Testing Quadrants, so there is some relationship between the two.

ET is sometimes described as an exemplar of the Context-Driven Software Testing community. If you read through the seven basic principles of the Context-Driven Testing (CDT) School you may see where there are similarities in the philosophies between it and the values & principles listed in the Agile manifesto. Things like:
  • CDT: People work together to solve the problem
    • Individuals and interactions over processes and tools
    • ...face-to-face conversation
    • Business people and developers work together daily throughout the project
  • CDT: Projects are often unpredictable
    • Respond to change
    • Welcome changing requirements, even late in development...
    • Deliver working software frequently...
  •  CDT: No best practices
    • Continuous attention to technical excellence and good design ...
    • The best architectures, requirements, and designs emerge from self-organizing teams ...
And we could probably make a few more connections between Agile and the CDT principles.

So what are some of the differences?

Testathon

I received an email recently about an event happening later this month in London, UK. It's the world's first official Testathon (testathon.co). The site describes the event as "like a hackathon but for testers. You’ll be testing apps in teams with some of the best testers in the world." I know some of the judges and think this will be a fantastic opportunity for those who can attend.

When I received this notice my first thought was: this is a really cool thing and I should tell people about it. My second thought was: I don't normally write about conferences so do I blog about this or not? Well, yes, I decided to blog about it.

In the "Context-Driven" Software Testing community, actions speak louder than words. That's one of the reasons that certifications (like those from the ISTQB and QAI) are treated with low regard and even disdain from some people in the testing community. The main issue here is that these paper transactions (certifications) emphasize memory-work over hands-on practice. Here's a Quick Acceptance Test: does the [particular] certification reflect (1) a level of demonstrable competence and ability in the desired field, or (2) the ability to spend money and regurgitate specific knowledge without context?

Salary Thieves

Yesterday I attended a Waterloo Agile Lean session on Story Mapping presented by Mark Levison. I had heard of Story Mapping but hadn't worked through it before. I liked the hands-on exercises approach Mark took to help us understand the process and benefits of that technique. This blog post is not about Story Mapping.

I love learning and take any opportunity I can to hear different speakers present on topics that I think may be of value. Sometimes I even attend the same talks and workshops when they are done by different speakers so that I can understand differences of style in presentation, stories, and tips/techniques for getting the ideas across to the audience/participants. Once I even attended the same topic by the same speaker 2 days in a row, and I learned something new/different the second time around! (It was a Cem Kaner talk when he was in our area a few years ago.)

Yes, I gained an appreciation of Story Mapping yesterday. More importantly, I learned a new anecdote from the speaker - one that got me thinking. At one point, Mark answered a question about managing a large backlog on a Scrum/Kanban-style (information radiator) board. The problem with really large backlogs of stuff to do (likely anything with more than 100 items in it), is that the items near the bottom become meaningless over time. You will probably never get to them because something more important always comes up.

Test Management is Wrong

Test Management is wrong. There. I said it.

I can't believe it took me this long to notice the obvious. If you are doing Software Development in any fashion, and are worried about how to manage your testing to develop a "quality" product, stop it.

Let's be clear about what I mean here. If you consider any software development life cycle (SDLC) process, you will find activities like the following arranged in some fashion or other:
  • Requirements gathering, specification
  • Software design
  • Implementation and Integration
  • Testing (or Validation)
  • Deployment
  • Lather, Rinse, Repeat (i.e. Maintain, Enhance, Fix, Mangle, Spin, and so on)

These activities aren't Waterfall or Agile or anything else, they are just activities. HOW you choose to do them will reflect your SDLC. I don't care about that right now. The part I'm picking on is the Testing bit near the middle, regardless of whether you do them in an agile, Waterfall, or some other way.

In particular, I am picking on the fallacy or myth that a good Test Management plan/process is what you need to develop and release a high Quality product.

Shuhari

When I work with teams to help them learn something new, I try to pay attention to a few things. Firstly, I pay attention to how people are learning, and secondly how I am teaching.

When I used to teach Physics and Chemistry in high school, one validation of 'success' often came from how the students left the classroom. Generally, teenagers often came into one of those classes the same way (at least at the start of the year): I don't want to be here, this isn't important to me, I'm not going to learn anything useful.

Okay. Gauntlet down. Let's begin.

The Human Side of Living

As I go through life I keep noticing stories, ideas and insights into humanity and I sometimes wonder if we are meant to discover these lessons slowly or if there isn't a quicker way to learn them.

Take for example, in high school we had a really weird Religion teacher who was very Zen or meta or something, and no one got him. I mean he would use examples like "take an extension cord and plug it into itself and there you go." Huh? None of us got it. And then there would be times when he would repeatedly say things like "attack the point not the person" and that was a phrase I understood.

From him, I learned that sometimes we can meet real jerks that we can learn interesting things from. Learn to separate your feelings about what you hear and understand from the messenger. It's hard sometimes, but you can get good at this.

Sharing thoughts

I've been asked a few times over the past few months why I haven't blogged in a while. Funny that. I have been writing more in this past year than I think I have my whole life. It turns out that the blog posts have fallen off the list of thought-sharing media for a short while. So here's a brief note to let you know why.

About a year ago, I started keeping a daily journal as a consultant. I got the idea spark from my friend Pradeep in India when he posted an annual report a few years ago that listed a brief note for each day that year. I looked upon that report with awe and thought that might be a cool way for me to track where some of my time and days go.

The daily journal is for personal reflection and I don't share it with anyone. It's pretty boring really. Disparate facts and ideas mostly. The challenge for me was in re-developing the habit of writing a little something every day.

What is Exploratory Testing?

What is Exploratory Testing (ET)? I am asked this every once in a while and I hear a wide range of ideas as to what it is. This is one of those topics where Wikipedia doesn't really help much.

For some, ET is just "good" testing and the reason we say "exploratory" is to distinguish it from bad testing practices. Unfortunately, bad, lazy, haphazard, thoughtless, incomplete, and incompetent testing is quite popular. I won't go into the reasons or supporting evidence for this disgraceful blight on the Software Development industry at this time. Suffice it to say, I don't want to be mixed in with that lot either, so I am happy to describe what I do as something different - something that is far more successful and rewarding when done well.

Okay, so if ET = [good] testing, what is testing then? According to Cem Kaner, "software testing is a technical investigation conducted to provide stakeholders with information about the quality of the product or service under test." This definition took me a while to absorb but the more I thought about it the more I found it to be a pretty good definition.

If you ask Elisabeth Hendrickson, she would say that "a test is an experiment designed to reveal information or answer a specific question about the software or system." See, now I really like this definition! I studied Science in university and I love the way this definition reminds me of the Scientific Method. The more I learn about testing software, the more I find similarities with doing good Science. (By the way, if you want to learn more about how to do good testing, I highly recommend you read up on the Scientific Method. So much goodness in there!)

So, is that all there is to it? Testing = Science, blah blah blah, and we're done? Um, well, no, not really. ET has its own Wikipedia page after all!

Testing is a Medium

In a few days I will be giving a presentation to the local Agile/Lean Peer 2 Peer group here in town. The group has a web site - Waterloo Agile Lean, and the announcement is also on the Communitech events page.

I noticed the posted talk descriptions are shorter than what I wrote.  The Waterloo Agile Lean page has this description:
"This session will introduce the basic foundation of Exploratory Testing and run through a live, interactive demo to demonstrate some of how it’s done. Bring your open minds and questions and maybe even an app to test. If ET is new to you, prepare to get blown away!"
The Communitech page has this description:
"Exploratory Testing is the explosive sound check that helps us see things from many directions all at once. It takes skill and practice to do well. The reward is a higher-quality, lower-risk solution that brings teams a richer understanding of the development project.
This session will introduce the basic foundation of Exploratory Testing and run through a live, interactive demo to demonstrate some of how it's done. Bring your open minds and questions and maybe even an app to test. If ET is new to you, prepare to get blown away!"

Quality Agile Metrics

I was asked recently what metrics I would collect to assess how well an agile team is improving. I paused for a moment to scan through 12 years of research, discussion, memories and experiences with Metrics on various teams, projects and companies - mostly failed experiments. My answer to the question was to state that I presently only acknowledge one Metric as being meaningful: Customer Satisfaction.

We discussed the topic further and I elaborated some more on my experiences. Regarding specific "quality" metrics, I explained that things like counting Test Cases and bug fix rates are meaningless. I also referred to the book "Implementing Lean Software Development" by Mary and Tom Poppendieck (which I highly recommend BTW) which warns against "local optimizations" because they will eventually sabotage optimization of the whole system. In other words, if I put a metric in place to try and optimize the Testing function, it doesn't mean the whole [agile] development team's efficiency will improve.

It needs to be a whole team approach to quality and value. Specific measurements and metrics often lead to gaming of the system and focus on improving the metrics rather than putting the focus on delivering quality and value.  If the [whole] team is measured on the customer satisfaction, then that is what they will focus on. I have long since stopped measuring individual performance on a team.

I haven't stopped thinking about this question though, so I put this question out on Twitter this morning:
Aside from Customer Satisfaction, are there any other Quality metrics you'd recommend in an #agile environment?

Testers, Learn about Agile (and Lean)

Let me tell you about something called Dramatic Irony. You see it in movies, television shows, plays and in many other places. It happens when you (as the audience or observer) see or understand something that the main characters don't. Often times this is funny, sometimes it's not. Personally, I am one of those that likes to laugh when I see this happen.

On my learning/education quest over a decade ago, I took many different positions and roles within various IT organisations so that I could learn different aspects of Quality. I went through various phases, and the one I am least proud of was the "Quality champion." This wasn't a job title so much as a belief that (mis-)guided my actions. The role/part/perspective came mainly from believing what my employer(s) told me at the time - namely that "the QA/Test team was responsible for quality."

If you have worked in Software Development for a while, and perhaps for a larger organisation, you have likely seen someone who believes they are a Quality Champion. They don't want to see any (known) bugs go out; they check up on everyone in the team to see that they have done their reviews or had someone else inspect their work before passing it onto the next person/team; they join committees to create, document, maintain or present processes that will increase the quality of the delivered products/solutions; and so on.

Ah, the poor misguided fools.  Bless their hearts.

The Future(s) of Software Testing

This topic keeps coming up in various discussions so here are some thoughts on what I think a future may hold for us one day.  What does it mean to predict the future? Does it mean it is inevitable? If it is something appealing, maybe it is something we can work towards.

What does it mean to talk about the Future of Software Testing without talking about "Quality" (whatever that is)? I believe that Testing is a means to helping you attain the desired quality but that on its own it is not an indicator of what the delivered quality will be. I think it is fair to speculate on the practice of Testing in isolation of the idea of Quality. Just like it is fair to speculate on the kind of vehicles you use for travel without saying it is a clear indicator of the quality of the journey.

When it comes to predicting the future, how far ahead do we look? It used to bother me that H.G. Wells chose to go 800,000 years in the future in his famous work, The Time Machine. Some authors go 100 years or even just 5 or 10 to tell their tale. I will not be writing about what will happen in 5 years time and I really hope it doesn't take 100 years. I don't know how long some of these events will take to manifest. I do have some idea of 'markers' that we may see along the way though.

When it comes to Software Testing, two thoughts jump immediately to mind: 1) Software Testing is an inseparable part of the creative Software/Solution Development process; and 2) there will be many different possible futures depending on how you do testing today.  Put another way, there is no one right way to solve a problem, and creating software is a complex problem-solving activity performed in shifting organisations of human interaction so there are many ways to do it. In my opinion, the technical 'fiddly bits' like code, tests and user documentation pale in comparison to the difficulty of those two primary challenges: (1) solving the real problem, and (2) working with others to get the job done.

When we ask what is the future of software testing, we are really asking what is the future of software development. So what will Testing look like in the future? Well, what does Testing look like today? What does Development look like today?

Hobbies and Interests

Several years ago I wrote an article summarising some of the key points I keep in mind while interviewing candidates for a test team. The article is called "Hiring Software Testers in an Information Age" and is available as a PDF on my main site. The article was originally targetted to recruiters who kept asking me for advice on hiring software testers and they would always be surprised at the level of detail that I went through in describing what it takes to hire a good person for a testing position.

Conversations with recruiters over coffee would always start the same. I would say something like: if you are just trying to find a warm body to fill a position, then you don't need to hear what I have to say.  If you want to hire someone who thinks and has a good chance of fitting in with the culture of the team and organisation to provide value, then it is a complex problem that requires insights into what the position actually involves.

There are about a dozen different checkpoints that I go through when considering and interviewing candidates, and the paper I wrote touched on some of the major points but not all of them.  Actually, I even removed some of them from the article as early drafts had too much information.  My intention was to get some of the important points across without writing a book.

Recently, a colleague and friend, Michael Mahlberg tweeted the following:
RT : At Atari we hired based on hobbies and not grades in school. We ended up with the best engineering group in the world.
I liked that comment and followed up with a supporting tweet:
On Hiring: if a résumé or cover letter doesn't describe Hobbies or other Interests, I usually skip it.
This sparked some conversation on twitter and I want to elaborate on my comment here.

Quality Center Must Die

It is not a matter of "if" -- it is a matter of "when" HP's Quality Center software will die.  And you, my dear readers will help make that happen.

"How?" you may ask? Simple. There are two things you should do: (1) think, and (2) don't put up with crap that gets in the way of delivering value to the customer and interacting intelligently with other human beings.

But I am getting ahead of myself. Let's rewind the story a bit...

Several months ago I was hired by my client to help train one of the test teams on agile and exploratory testing methods. The department has followed a mostly Waterfall development model until now and wants to move in the Agile direction. (A smart choice for them, if you ask me.) Why am I still there after all this time? That's a good question.

After attending the Problem Solving Leadership course last year, and after attending a few AYE conferences, I changed my instructional style to be more the kind of consultant that empowers the client with whatever they need to help themselves learn and grow.  It's a bit of a slower pace, but the results are more positive and long-lasting.

I am a part of a "pilot" agile/scrum team and am working closely with one of the testers (I will call him "Patient Zero") to coach him on good testing practices to complement the agile development processes. I have done this several times now at different clients, so this is nothing new to me. One of the unexpected surprises that cropped up this time was that this development team is not an end-to-end delivery team, so when they are "done" their work, the code moves into a Waterfall Release process and it all kind of falls apart. There are still some kinks to be solved here and I am happy to see some really bright, caring people trying to solve these problems. So that's okay.

Thoughts on the StarEast 2011 conference

I first attended StarEast in 1999. I remember the day-long tutorial I attended (by Rick Craig), and two track sessions - one by Cem Kaner on hiring testers, and one by James Whittaker on "Exploiting a Broken Design Process." I know I attended other sessions but I don't have active memories of them any more. I do remember the experience of attending the conference - one of surprise and excitement. Surprise at seeing so many other people in the testing community with similar questions and problems as myself, and excitement at the speakers with lots of great information and advice to give.

Fast forward to 2011 - I returned to StarEast, this time as a speaker. I suppose I didn't need to wait 12 years to return as a speaker. I didn't intentionally ignore the conference. I think I've been busy with other things and it just didn't come up - until last Fall when I received an invitation in my inbox to submit a proposal. I'm really glad I went.

Some things were familiar - the beautiful hotel, the Florida sunshine, the amazingly fresh orange juice, and the basic conference format. One thing that was different for me this time around was the number of people/speakers that I new who were also speaking at the conference. After having attended and spoken at several other conferences over the years, I guess I have gotten to know many of the popular speakers.

I was happy to see many more people speaking that I have never heard about before.  That tells me that the community is still growing after all this time and that there are still many more people sharing their knowledge to help enlighten future generations of testing leaders. That's awesome!

Reflection on my Testing workshop at the KWSQA Targeting Quality Conference

At this year's KWSQA Targeting Quality conference I gave a half-day workshop titled "Exploratory Testing Basics".  I originally proposed that title since I thought it followed nicely from the shorter workshop I gave at the QAI TesTrek conference in Toronto last Fall. I thought to myself - I'd like to redo the exercises again, change up a few things and it should be a piece of cake.

As the Winter months progressed into Spring, I began to worry about my workshop idea more and more.  You see, the exercise I gave at the QAI conference, while fun and appropriate, only really covered one aspect of Exploratory Testing - a broader framework. Perhaps that isn't enough?  What is enough, then? What makes up the "basics" of ET?

You see, when I teach ET, it's usually one-on-one and I spend 2-3 days just to cover the basics.  It takes me a few more days of pair testing and debriefing/coaching to help the new tester put everything into practice. It really is quite complex and a lot of ideas and models may seem abstract until you try them out and adjust with good feedback.

Radiating Testing Information - Part 1

This topic is one that I have been asked about many times over the years and I am long overdue for a detailed discussion of it. Back in 2006 I presented an Experience Report at the STiFS workshop in New York titled "Low-Tech Testing Dashboard Revisited." The content of that presentation will be in Part 2. To quote "The Do-Re-Mi Song" from the movie The Sound of Music, "Let's start at the very beginning, a very good place to start."

I attended the StarEast conference in 1999 and there was a talk by James Bach titled "A Low Tech Testing Dashboard." This presentation clicked with me as I was managing several test teams at the time and it addressed a problem that I felt was important. I have used this communication tool many times ever since. If you are not familiar with it, I suggest you read through the PDF slides on the Satisfice web site before you continue. Go ahead. I'll wait.

In this review I will cover some of the who, what, where, when, how and why of the Low Tech Testing Dashboard (LTTD) through examples from past projects I have worked on. I expect your context is different, so my hope is that these examples may help you think about how you might apply this communication tool on your project.

Testing & Programming = Oil & Water

I was watching a science program just now and it occurred to me that Testing is very much science. And then I wondered about Programming.

I started in IT over 22 years ago doing programming.  For me, the process of programming broke down to  three parts: figuring out the algorithm to solve the problem, implementing/coding the solution, and cleaning up the code (for whatever reason - e.g. maintainability, usability of UI, etc.).  It gets more complicated than that of course, but I think that about sums it up the major activities as I saw them. (SIDE NOTE: I didn't write those to mirror TDD's Red-Green-Refactor, but it does align nicely that way.)

When I think back on my experiences in programming, I don't see a lot of overlap with my experiences in Science (~ 8 years studying, researching and doing Physics & Environmental Science + teaching Science on top of that).  Science is about answering questions.  The Scientific Method provides a framework for asking and answering questions.  Programming isn't about that.  Building software isn't about that.  I'm having difficulty at the moment trying to see how testing and programming go together.

It occurs to me that schools and universities don't have any courses that teach students how to build software.  It also occurs to me that schools and universities provide students with the opportunities to learn and develop the skills required to build software well.  The schools just don't know they're doing that and consequently the students don't get that opportunity intentionally.

I'm not talking about learning to program.  That's trivial.  Building software isn't about programming.