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Lean Management for IT  Testing Jean Louis LEQUEUX http://weltram.eu   AFISI CONFERENCE - NDP 2010 V 3.0 – December 6 th , 2010
Grand Summary What is Lean Management? Pledging for a Test repository How to apply Lean Management to Testing
Lean Management for IT Reduce Waste Optimize Processes Increase Performances Get better Quality, better Customer Satisfaction
Where does it apply? In all Service Areas where production is involved: Maintenance Operation Customer Support But also in any time & energy consuming subset of the Development Cycle
The Development Cycle Specification Prototyping Conception Coding Integration End-to-end tests Pre-production Production Evolution Specification Prototyping  tests Conception Coding  tests Integration  tests End-to-end tests Pre-production  tests Maintenance  tests Evolution  tests
Test issues for Lean Management Issue 1: different teams Issue 2: different periods Issue 3: an everlasting “ do it again!”
Solution! A Test Repository is necessary Lean Management on the different issues of the Test Repository
A  T est  R epository for the  IS Jean Louis LEQUEUX [email_address]   TRIS Un référentiel de tests pour le SI
Summary of Repository  What does test means? The IS Tests methodology 8 steps A Tests Repository for the Information System ISO Approach Tests are the basement of a good IT System Que signifie « tests »? Méthodologie de tests 8 étapes Un référentiels de tests pour le système d’information L’approche ISO Les tests sont fondamentaux !
Testing Functional tests Unit testing Assembly testing Non regression tests Performance tests Load tests Technical tests Security tests Tests fonctionnels Unitaires D’intégration De non-régression Tests de performance Montée en charge Tests techniques Tests de sécurité
Objectivity, Conformity… Manage a trustful tests program Rely on repeatable results Tests must be Conform to reality Usable for predictive behavior of SI Gérer un programme de tests fiables Se baser sur des résultats répétables Les tests doivent être Conformes à la réalité Utilisables pour le comportement prédictif du SI
Today’s Situation For each application, different scenarios, different tools, even different sets of data are used… No leading concepts for testing! Pour chaque application, de différents scénarios, différentes données, différents outils… Pas d’idées directrices pour les tests!
How Did We Get Here? Tests are often “forgotten” until the last stages of integration Only functional tests draw the attention: Because the end-users are particularly interested Les tests sont souvent « oubliés » jusqu’aux dernières étapes de l’intégration… Seuls les tests fonctionnels attire l’attention: Parce que les utilisateurs finaux s’y intéressent plus particulièrement
Types of tests Tests apply to Management Information Systems Technical Information Systems Les tests s’appliques aux: Systèmes de gestion Systèmes d’information techniques Types of tests Typical transactions Typical data Re-usable tools Re-usable scenarios Tests platforms Tests results Tests procedures
Tests Procedures Define tests procedures at early stages of project Requested Performances must be listed Define clearly current operational conditions Propose tests records and tests validation chains Définir les procédures de tests dès les phases initiales du projet Liste obligatoires des performances requises Définir clairement les conditions d’exploitation Définir les rapports de tests et la chaîne de validation des tests Types of tests Typical transactions Typical data Re-usable tools Re-usable scenarios Tests platforms Tests results Tests procedures
Typical Transactions Define and describe typical transactions, with chaining of elementary transactions Define end-to-end transactions Définir et décrire les transactions types avec l’enchaînement des transactions élémentaires Définir les chaînes de transactions de bout en bout Types of tests Typical transactions Typical data Re-usable tools Re-usable scenarios Tests platforms Tests results Tests procedures
Typical Data Build test data (the tests data set must be reusable) Tests data must be realistic Ideally, tests data structure derived  from the data models Construire des données de tests permanentes Les données de tests doivent refléter la réalité Idéalement, la structure des données de tests dérive des modèles de données. Types of tests Typical transactions Typical data Re-usable tools Re-usable scenarios Tests platforms Tests results Tests procedures
Re-usable Tools Choose pertinent tools, according to environment, tests objectives, etc. Develop necessary complementary tools, such as injectors Choisir les outils de tests en fonctions de l’environnement, des objectifs, etc. Développer les outils complémentaires nécessaires, tels que les injecteurs Types of tests Typical transactions Typical data Re-usable tools Re-usable scenarios Tests platforms Tests results Tests procedures
Re-usable scenarios Write test scenarios as close as possible to real applications Scenarios should be reusable Scripts must be adaptable according to the evolutions of the IT System Écrire des scénarios de tests aussi proches que possible de la réalité Les scénarios doivent être réutilisables Les scripts doivent pouvoir évoluer avec le SI Types of tests Typical transactions Typical data Re-usable tools Re-usable scenarios Tests platforms Tests results Tests procedures
Tests Platforms Tests platforms must be as much conformant as possible with the operational systems Use simulators to build a model of target systems Emulate physical and technical environment (bandwidth, traffic, etc.) Les plateformes de tests doivent être aussi conformes que possibles aux systèmes Utiliser des simulateurs pour modéliser le système cible Émuler l’environnement technique et physique (bande passante, etc.) Types of tests Typical transactions Typical data Re-usable tools Re-usable scenarios Tests platforms Tests results Tests procedures
Tests Results Create templates for tests reports Manage Tests Results  Use Document Management System  Results of past tests must be accessible Créer des modèles de rapports de tests Gérer les résultats des tests Utiliser un Système de Gestion Documentaire Résultats accessibles! Types of tests Typical transactions Typical data Re-usable tools Re-usable scenarios Tests platforms Tests results Tests procedures
Recommendation Urbanize First! Define tests on an Urbanized Model Define Domain for tests on Urbanized System Urbaniser d’abord le SI! Les tests sont défini sur le modèle urbanisé Définir les domaines de tests!
A Tests Repository Build-up the Test Repository with : Best Practices recommendations Typical tests requested Tests Procedures Tests objects Re-usable Tools Test Data extracted from real Data Models Typical transactions for each urbanized domain Re-usable scenarios Adaptable Scripts Tests Results Construire le référentiel de test comprenant: Les Meilleures Pratiques: Procédures Tests requis Items de tests …/ Outils réutilisables Données de tests extraites de modèles réels Description des transactions typiques dans chaque domaine urbanisé Scénarios réutilisables Scripts adaptables Résultats des tests
Pledging for an ISO Approach Beyond ISO 9001, a normative approach is necessary IT tests are definitely “measures” Is ISO/IEC 17025 adaptable to IT Tests Labs? Au-delà de l’ISO 9001, une approche normative est nécessaire Les tests informatiques font partie du domaine de la mesure L’ISO/IEC/17025 est-elle adaptable à nos professions?
Lean Management  Applied to IT Testing Jean Louis Lequeux http://weltram.eu
Lean Testing Summary Starting point Where to optimize the processes How to manage coordination
Lean Management of the Test Repository Internal processes Inter processes Specificity of each layer  Types of tests Typical transactions Typical data Re-usable tools Re-usable scenarios Tests platforms Tests results Tests procedures
Internal processes Lean Management for each team: Optimize Resources Optimize tools Optimize exchanges Types of tests Typical transactions Typical data Re-usable tools Re-usable scenarios Tests platforms Tests results Tests procedures
Inter processes Make sure each team pass all necessary information Allow fluidity between teams Cases and discussions: focus on solutions! Types of tests Typical transactions Typical data Re-usable tools Re-usable scenarios Tests platforms Tests results Tests procedures
Types of tests Apply Agile Method for Unit Testing Use tools for detecting exhaustively cases Types of tests Typical transactions Typical data Re-usable tools Re-usable scenarios Tests platforms Tests results Tests procedures
Tests procedures Capitalize procedures Make them reusable Discuss with leaders of other testers’ teams Types of tests Typical transactions Typical data Re-usable tools Re-usable scenarios Tests platforms Tests results Tests procedures
Typical transactions Customers First! Only real customers’ transactions should be considered Types of tests Typical transactions Typical data Re-usable tools Re-usable scenarios Tests platforms Tests results Tests procedures
Typical data Avoid costy tools Extracts of real data are better, however They must be anonymized … tools could be necessary Types of tests Typical transactions Typical data Re-usable tools Re-usable scenarios Tests platforms Tests results Tests procedures
Reusable tools Tools are an important issue in terms of costs Optimize tool set Optimize training of teams Types of tests Typical transactions Typical data Re-usable tools Re-usable scenarios Tests platforms Tests results Tests procedures
Reusable Scenarios Users’ experience is absolutely necessary Listen customers Reusability submitted to identical environment Types of tests Typical transactions Typical data Re-usable tools Re-usable scenarios Tests platforms Tests results Tests procedures
Tests platforms Evaluate costs TDaaS would cut down budget! However TDaaS means also Management! Types of tests Typical transactions Typical data Re-usable tools Re-usable scenarios Tests platforms Tests results Tests procedures
Tests results The test results must be capitalized and centralized on a site Use Wiki in order to exchange and enrich testing knowledge! Types of tests Typical transactions Typical data Re-usable tools Re-usable scenarios Tests platforms Tests results Tests procedures
There is no dichotomy! While building up the Test Repository, think in terms of Lean Management The Repository is the first step of Lean Management for testing Lean Management applied to testing is a good start for
Apply Lean Management to testing Lean Management for testing is applicable on the whole cycle (horizontal bar….)! Prototyping Coding Integration End-to-end Pre-prod Maintenance Evolution Types of tests Typical transactions Typical data Re-usable tools Re-usable scenarios Tests platforms Tests results Tests procedures
Why Lean? Avoid over-testing Insure complete transfer of testing information: Thru the complete life cycle Thru the different teams of the project Prototyping Coding Integration End-to-end Pre-prod Maintenance Evolution Types of tests Typical transactions Typical data Re-usable tools Re-usable scenarios Tests platforms Tests results Tests procedures
5S?    OK Seiri: Sort out Seiton: Systemize Seso: Cleaning/Shining     Tools!  Docs! Seiketsu: Standardize Shitsuke - Sustain/Discipline Prototyping Coding Integration End-to-end Pre-prod Maintenance Evolution Types of tests Typical transactions Typical data Re-usable tools Re-usable scenarios Tests platforms Tests results Tests procedures
DMAIC Testing Define Measure Analyze Improve Control Prototyping Coding Integration End-to-end Pre-prod Maintenance Evolution Types of tests Typical transactions Typical data Re-usable tools Re-usable scenarios Tests platforms Tests results Tests procedures
Six Sigma: Metrics ? In terms of Test Cases Type of errors Type of solution Prototyping Coding Integration End-to-end Pre-prod Maintenance Evolution Types of tests Typical transactions Typical data Re-usable tools Re-usable scenarios Tests platforms Tests results Tests procedures
Key indicators Test program Daily follow-up Tests achievement Prototyping Coding Integration End-to-end Pre-prod Maintenance Evolution Types of tests Typical transactions Typical data Re-usable tools Re-usable scenarios Tests platforms Tests results Tests procedures
Beyond technical tools: Communication tools forever! Testing should be perennial! Capitalize Use forums, Wiki, etc. Update documents on Intranet Create or join Communities Prototyping Coding Integration End-to-end Pre-prod Maintenance Evolution Types of tests Typical transactions Typical data Re-usable tools Re-usable scenarios Tests platforms Tests results Tests procedures
Don’t Forget CMMI! If CMMI is requested: CMMI applies to the complete cycle Lean Management helps in maintaining CMMI level and classification Prototyping Coding Integration End-to-end Pre-prod Maintenance Evolution Types of tests Typical transactions Typical data Re-usable tools Re-usable scenarios Tests platforms Tests results Tests procedures
Don’t forget ITIL! Important points: Production! ITIL Approach is necessary Prototyping Coding Integration End-to-end Pre-prod Maintenance Evolution Types of tests Typical transactions Typical data Re-usable tools Re-usable scenarios Tests platforms Tests results Tests procedures
More on  http://weltram.eu/leanit.aspx

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Lean testing

  • 1. Lean Management for IT Testing Jean Louis LEQUEUX http://weltram.eu AFISI CONFERENCE - NDP 2010 V 3.0 – December 6 th , 2010
  • 2. Grand Summary What is Lean Management? Pledging for a Test repository How to apply Lean Management to Testing
  • 3. Lean Management for IT Reduce Waste Optimize Processes Increase Performances Get better Quality, better Customer Satisfaction
  • 4. Where does it apply? In all Service Areas where production is involved: Maintenance Operation Customer Support But also in any time & energy consuming subset of the Development Cycle
  • 5. The Development Cycle Specification Prototyping Conception Coding Integration End-to-end tests Pre-production Production Evolution Specification Prototyping tests Conception Coding tests Integration tests End-to-end tests Pre-production tests Maintenance tests Evolution tests
  • 6. Test issues for Lean Management Issue 1: different teams Issue 2: different periods Issue 3: an everlasting “ do it again!”
  • 7. Solution! A Test Repository is necessary Lean Management on the different issues of the Test Repository
  • 8. A T est R epository for the IS Jean Louis LEQUEUX [email_address] TRIS Un référentiel de tests pour le SI
  • 9. Summary of Repository What does test means? The IS Tests methodology 8 steps A Tests Repository for the Information System ISO Approach Tests are the basement of a good IT System Que signifie « tests »? Méthodologie de tests 8 étapes Un référentiels de tests pour le système d’information L’approche ISO Les tests sont fondamentaux !
  • 10. Testing Functional tests Unit testing Assembly testing Non regression tests Performance tests Load tests Technical tests Security tests Tests fonctionnels Unitaires D’intégration De non-régression Tests de performance Montée en charge Tests techniques Tests de sécurité
  • 11. Objectivity, Conformity… Manage a trustful tests program Rely on repeatable results Tests must be Conform to reality Usable for predictive behavior of SI Gérer un programme de tests fiables Se baser sur des résultats répétables Les tests doivent être Conformes à la réalité Utilisables pour le comportement prédictif du SI
  • 12. Today’s Situation For each application, different scenarios, different tools, even different sets of data are used… No leading concepts for testing! Pour chaque application, de différents scénarios, différentes données, différents outils… Pas d’idées directrices pour les tests!
  • 13. How Did We Get Here? Tests are often “forgotten” until the last stages of integration Only functional tests draw the attention: Because the end-users are particularly interested Les tests sont souvent « oubliés » jusqu’aux dernières étapes de l’intégration… Seuls les tests fonctionnels attire l’attention: Parce que les utilisateurs finaux s’y intéressent plus particulièrement
  • 14. Types of tests Tests apply to Management Information Systems Technical Information Systems Les tests s’appliques aux: Systèmes de gestion Systèmes d’information techniques Types of tests Typical transactions Typical data Re-usable tools Re-usable scenarios Tests platforms Tests results Tests procedures
  • 15. Tests Procedures Define tests procedures at early stages of project Requested Performances must be listed Define clearly current operational conditions Propose tests records and tests validation chains Définir les procédures de tests dès les phases initiales du projet Liste obligatoires des performances requises Définir clairement les conditions d’exploitation Définir les rapports de tests et la chaîne de validation des tests Types of tests Typical transactions Typical data Re-usable tools Re-usable scenarios Tests platforms Tests results Tests procedures
  • 16. Typical Transactions Define and describe typical transactions, with chaining of elementary transactions Define end-to-end transactions Définir et décrire les transactions types avec l’enchaînement des transactions élémentaires Définir les chaînes de transactions de bout en bout Types of tests Typical transactions Typical data Re-usable tools Re-usable scenarios Tests platforms Tests results Tests procedures
  • 17. Typical Data Build test data (the tests data set must be reusable) Tests data must be realistic Ideally, tests data structure derived from the data models Construire des données de tests permanentes Les données de tests doivent refléter la réalité Idéalement, la structure des données de tests dérive des modèles de données. Types of tests Typical transactions Typical data Re-usable tools Re-usable scenarios Tests platforms Tests results Tests procedures
  • 18. Re-usable Tools Choose pertinent tools, according to environment, tests objectives, etc. Develop necessary complementary tools, such as injectors Choisir les outils de tests en fonctions de l’environnement, des objectifs, etc. Développer les outils complémentaires nécessaires, tels que les injecteurs Types of tests Typical transactions Typical data Re-usable tools Re-usable scenarios Tests platforms Tests results Tests procedures
  • 19. Re-usable scenarios Write test scenarios as close as possible to real applications Scenarios should be reusable Scripts must be adaptable according to the evolutions of the IT System Écrire des scénarios de tests aussi proches que possible de la réalité Les scénarios doivent être réutilisables Les scripts doivent pouvoir évoluer avec le SI Types of tests Typical transactions Typical data Re-usable tools Re-usable scenarios Tests platforms Tests results Tests procedures
  • 20. Tests Platforms Tests platforms must be as much conformant as possible with the operational systems Use simulators to build a model of target systems Emulate physical and technical environment (bandwidth, traffic, etc.) Les plateformes de tests doivent être aussi conformes que possibles aux systèmes Utiliser des simulateurs pour modéliser le système cible Émuler l’environnement technique et physique (bande passante, etc.) Types of tests Typical transactions Typical data Re-usable tools Re-usable scenarios Tests platforms Tests results Tests procedures
  • 21. Tests Results Create templates for tests reports Manage Tests Results Use Document Management System Results of past tests must be accessible Créer des modèles de rapports de tests Gérer les résultats des tests Utiliser un Système de Gestion Documentaire Résultats accessibles! Types of tests Typical transactions Typical data Re-usable tools Re-usable scenarios Tests platforms Tests results Tests procedures
  • 22. Recommendation Urbanize First! Define tests on an Urbanized Model Define Domain for tests on Urbanized System Urbaniser d’abord le SI! Les tests sont défini sur le modèle urbanisé Définir les domaines de tests!
  • 23. A Tests Repository Build-up the Test Repository with : Best Practices recommendations Typical tests requested Tests Procedures Tests objects Re-usable Tools Test Data extracted from real Data Models Typical transactions for each urbanized domain Re-usable scenarios Adaptable Scripts Tests Results Construire le référentiel de test comprenant: Les Meilleures Pratiques: Procédures Tests requis Items de tests …/ Outils réutilisables Données de tests extraites de modèles réels Description des transactions typiques dans chaque domaine urbanisé Scénarios réutilisables Scripts adaptables Résultats des tests
  • 24. Pledging for an ISO Approach Beyond ISO 9001, a normative approach is necessary IT tests are definitely “measures” Is ISO/IEC 17025 adaptable to IT Tests Labs? Au-delà de l’ISO 9001, une approche normative est nécessaire Les tests informatiques font partie du domaine de la mesure L’ISO/IEC/17025 est-elle adaptable à nos professions?
  • 25. Lean Management Applied to IT Testing Jean Louis Lequeux http://weltram.eu
  • 26. Lean Testing Summary Starting point Where to optimize the processes How to manage coordination
  • 27. Lean Management of the Test Repository Internal processes Inter processes Specificity of each layer Types of tests Typical transactions Typical data Re-usable tools Re-usable scenarios Tests platforms Tests results Tests procedures
  • 28. Internal processes Lean Management for each team: Optimize Resources Optimize tools Optimize exchanges Types of tests Typical transactions Typical data Re-usable tools Re-usable scenarios Tests platforms Tests results Tests procedures
  • 29. Inter processes Make sure each team pass all necessary information Allow fluidity between teams Cases and discussions: focus on solutions! Types of tests Typical transactions Typical data Re-usable tools Re-usable scenarios Tests platforms Tests results Tests procedures
  • 30. Types of tests Apply Agile Method for Unit Testing Use tools for detecting exhaustively cases Types of tests Typical transactions Typical data Re-usable tools Re-usable scenarios Tests platforms Tests results Tests procedures
  • 31. Tests procedures Capitalize procedures Make them reusable Discuss with leaders of other testers’ teams Types of tests Typical transactions Typical data Re-usable tools Re-usable scenarios Tests platforms Tests results Tests procedures
  • 32. Typical transactions Customers First! Only real customers’ transactions should be considered Types of tests Typical transactions Typical data Re-usable tools Re-usable scenarios Tests platforms Tests results Tests procedures
  • 33. Typical data Avoid costy tools Extracts of real data are better, however They must be anonymized … tools could be necessary Types of tests Typical transactions Typical data Re-usable tools Re-usable scenarios Tests platforms Tests results Tests procedures
  • 34. Reusable tools Tools are an important issue in terms of costs Optimize tool set Optimize training of teams Types of tests Typical transactions Typical data Re-usable tools Re-usable scenarios Tests platforms Tests results Tests procedures
  • 35. Reusable Scenarios Users’ experience is absolutely necessary Listen customers Reusability submitted to identical environment Types of tests Typical transactions Typical data Re-usable tools Re-usable scenarios Tests platforms Tests results Tests procedures
  • 36. Tests platforms Evaluate costs TDaaS would cut down budget! However TDaaS means also Management! Types of tests Typical transactions Typical data Re-usable tools Re-usable scenarios Tests platforms Tests results Tests procedures
  • 37. Tests results The test results must be capitalized and centralized on a site Use Wiki in order to exchange and enrich testing knowledge! Types of tests Typical transactions Typical data Re-usable tools Re-usable scenarios Tests platforms Tests results Tests procedures
  • 38. There is no dichotomy! While building up the Test Repository, think in terms of Lean Management The Repository is the first step of Lean Management for testing Lean Management applied to testing is a good start for
  • 39. Apply Lean Management to testing Lean Management for testing is applicable on the whole cycle (horizontal bar….)! Prototyping Coding Integration End-to-end Pre-prod Maintenance Evolution Types of tests Typical transactions Typical data Re-usable tools Re-usable scenarios Tests platforms Tests results Tests procedures
  • 40. Why Lean? Avoid over-testing Insure complete transfer of testing information: Thru the complete life cycle Thru the different teams of the project Prototyping Coding Integration End-to-end Pre-prod Maintenance Evolution Types of tests Typical transactions Typical data Re-usable tools Re-usable scenarios Tests platforms Tests results Tests procedures
  • 41. 5S?  OK Seiri: Sort out Seiton: Systemize Seso: Cleaning/Shining  Tools! Docs! Seiketsu: Standardize Shitsuke - Sustain/Discipline Prototyping Coding Integration End-to-end Pre-prod Maintenance Evolution Types of tests Typical transactions Typical data Re-usable tools Re-usable scenarios Tests platforms Tests results Tests procedures
  • 42. DMAIC Testing Define Measure Analyze Improve Control Prototyping Coding Integration End-to-end Pre-prod Maintenance Evolution Types of tests Typical transactions Typical data Re-usable tools Re-usable scenarios Tests platforms Tests results Tests procedures
  • 43. Six Sigma: Metrics ? In terms of Test Cases Type of errors Type of solution Prototyping Coding Integration End-to-end Pre-prod Maintenance Evolution Types of tests Typical transactions Typical data Re-usable tools Re-usable scenarios Tests platforms Tests results Tests procedures
  • 44. Key indicators Test program Daily follow-up Tests achievement Prototyping Coding Integration End-to-end Pre-prod Maintenance Evolution Types of tests Typical transactions Typical data Re-usable tools Re-usable scenarios Tests platforms Tests results Tests procedures
  • 45. Beyond technical tools: Communication tools forever! Testing should be perennial! Capitalize Use forums, Wiki, etc. Update documents on Intranet Create or join Communities Prototyping Coding Integration End-to-end Pre-prod Maintenance Evolution Types of tests Typical transactions Typical data Re-usable tools Re-usable scenarios Tests platforms Tests results Tests procedures
  • 46. Don’t Forget CMMI! If CMMI is requested: CMMI applies to the complete cycle Lean Management helps in maintaining CMMI level and classification Prototyping Coding Integration End-to-end Pre-prod Maintenance Evolution Types of tests Typical transactions Typical data Re-usable tools Re-usable scenarios Tests platforms Tests results Tests procedures
  • 47. Don’t forget ITIL! Important points: Production! ITIL Approach is necessary Prototyping Coding Integration End-to-end Pre-prod Maintenance Evolution Types of tests Typical transactions Typical data Re-usable tools Re-usable scenarios Tests platforms Tests results Tests procedures
  • 48. More on http://weltram.eu/leanit.aspx