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Test Case Management
& Exploratory Testing
Kyle McMeekin & Jesse Reed
Agenda
- Introductions
- Challenges
- Why the move to qTest
- Results of implementation
- Current best practices of Questar
- Future of Questar testing
- Exploratory Testing
- Q & A
Introductions
INSERT PHOTO ON TOP
Jesse Reed
Title: Director of QA
Where: Questar Assessment Inc.
How long: IT industry for 15
How long: QA industry for 8
Where from: Minnesota Grown
Things I like to do: Travel
Other hobbies: Entrepreneur
INSERT PHOTO ON TOP
Kyle McMeekin
Title: Senior Sales Engineer
Where: QASymphony
How long: 2 years
How long: 5 years
Where from: Maryland
Things I like to do: Travel and Ski
Other hobbies: Video Games
Challenges
Questar Assessment is an
educational assessment
company focused on
developing and delivering
meaningful measures of
student progress. It is not just
one of the things we do. It’s all
we do.
- Scoring and reporting
- Items and forms
- Test delivery system and
Admin
- Paper and Pencil, Item and
Form Development
- Offshore partners –
MentorMate (Bulgarian)
- Atlassian Suite (Jira/Confluence)
- Microsoft shop mainly using C#
.Net, MS SQL 2012, 2016
- Jenkins, GIT
- MAQS Framework (Selenium
Webdriver,Grid, Appium, .Net
service, MS SQL)
- Jmeter
- Workfront
K-12
Assessment QA Team Technology
• Rapidly growing company
• Poor planning
• Lack of process/SDLC/requirements
• Limited automation on legacy systems
• Newly created platform
• Overworked and frustrated team
• Limited test cases/No traceability
• No formal QA processes
• Excel and gSheets holders of test cases
• Lack of knowledge of Jira and Confluence
Bugs being written on paper and sorted
into piles
“We don’t know what we have tested.
I don’t know what I did to create the bug.
Questar QA team
member
Why the move to
qTest?
INSERT PHOTO ON TOP
Selling the dream of TCM
Business Case
Tell the story
Why
What
How
• The	main	purpose	of	Questar’s	
Quality	Assurance	and	Testing	team	
is	assisting	in	Questar	creating	a	
Higher	Quality	Product	for	our	
clients.	The	team	is	continuously	
searching	for	ways	to	improve.	
• As	the	team	continues	to	change	it’s	
ideologies	of	how	to	shift	left,	
creating	efficiencies,	and	promote	
quality	throughout,	the	need	for	
better	tooling	is	necessary.
• Questar	QAT	is	in	an	ideal	position	
to	consolidate	it’s	test	management	
efforts	into	one	centralized	location,	
a	Test	Management	Tool
14
Why	a	Test	Management	Tool?
Higher	
Quality/Lower	
Cost
Traceability
Consistency
Robust	
reporting
Transparency
Ease	of	
use/Efficiency
Quality	Assurance	Strategy
• Continuous	improvement	of	Process
• Centralized	test	case	repository
• Traceability	of	work
• Requirements
• Test	cases
• Bugs
Test	Planning
•Provide	clarity	of	testing	focus
•Assignment	of	testing	duties
•Test	coverage
•Transparency
•Reporting
Testing	Techniques
•Functional	and	integration
•System	and	End-to-end
•Ad	hoc/Exploratory
•Regression
•Automation
Technology	focused	testing
•Utilizing	automated	strategies	
•Continuously	increase	efficiencies	and	coverage
Quality
15
Why	a	Test	Management	Tool?
What	tools	we	compared?
Full	featured	test	
management,	integrated	into	
JIRA	with	the	same	look-n-
feel.	Testing	is	integrated	
into	the	project	cycle	now,	
allowing	you	to	track	
software	quality	and	make	
empowered	go/no-go	
decisions.
Robust	&	Easy-To-Use	
Test	Case	Management,	
Zepgyr	transforms	the	test	
case	management	
process,	helping	teams	get	
faster,	more	efficient	and	
effective.
16
Google	Sheets	a	versatile	
tool	that	has	be	used	in	
several	instances	as	our	
default	testing	templates.		
Flexible,	inexpensive,	and	
easily	accessible.
Criteria	for	success
17
Ease	of	use Functionality Implementation
Reporting	
capabilities
Added	Value Licensing
Customer	
Support
Training Jira	Integration
Automation	
Integration Future	needs
Future	features
Criteria	for	success	- Results
18
Results of
implementation
“I absolutely love using qTest, I am able to
manage projects more easily, and reporting is
so much easier.
Questar QA
manager
“I love the reports this produces
Questar
CEO
“This is a really big win for this
organization.
Questar CTO
“It is configurable, and you can manage
it in your own way.
Senior QA Lead - Offshore consultant
“Can I get a license for qTest?
Anyone who doesn’t have a license
Onboarding
Requirements	
Traceability
Reporting	and	
test	status
Repeatability
Effective	bug	
creation
Robust	
reporting
Test	planning		
and	Setup
Integration	of	
Automation
Love	the	
insight
Visibility	to	
the	value	of	
the	QA	team
Best practices for
Questar
Questar best practices for qTest
Transparency
is Key
• Large software projects define our
projects
• Test plans are created with 2 week
sprints in mind
• Test case approval from peers
• Import of requirements or stories
from Jira
• Linking of test cases to
requirements or stories
• Hierarchical test case structure
• Modular test cases
• Intuitive test case naming
Future of testing
Questar’s plans for the future
Jenkins	
integration	of	
qTest	API
Continuous	
Integration
Exploratory,	Ad	
hoc,	Session	
based	
Custom	
Reporting
Efficiency
Exploratory Testing
PROBLEMS IN TRADITIONAL TESTING
32
Prescribing detailed test steps,
and test planning, can cloud
interactions.
Focus on compressive documentation
blocks cognitive thinking abilities
Customer collaboration in testing
remains in silo or nonexistent.
Comprehensive test plans create a
tunnel vision effect
Individuals and interactions over
processes and tools
Working software over
comprehensive documentation
Customer collaboration over
contract negotiation
Responding to change over
following a plan
WHAT IS EXPLORATORY TESTING?
33
1. Parallel test planning, test design, and test
execution
1. Specific yet flexible
1. Aligned towards investigation of potential
opportunities
1. Values depth and attention to detail during testing
1. Fosters knowledge sharing and accountability
PARALLEL PLANNING, DESIGNING, EXECUTION
34
Unlike traditional testing techniques, planning, design, and execution happen concurrently,
allowing efficiencies of time as well as flexibility in approach
PLAN
DESIGNEXECUTE
REPORT
PLAN
DESIGN
EXECUTE
REPORT
Traditional Scripted Testing Exploratory Testing
Exploratory Testing provides a specific lens through which to perform testing –
whether that be a user person, functionality, criteria (i.e. Localization), etc.
However, it allows testers to use the tool as an end user would, not necessarily as the
product owner envisioned it.
SPECIFIC YET FLEXIBLE
35
I tested the application as the
end user would
I tested the application as
the script prescribed
INVESTIGATE OPPORTUNITIES
36
Exploratory testing rewards testers who identify unknown areas of “opportunity”
within the application, as they are essential in maintaining a backlog of future test
charters
Traditional Scripted Testing Exploratory Testing
HOW TO STRUCTURE ET: SESSION BASED
37
Session Based Test Management is a popular framework, because it tracks important
data on the testing, while also adding some much needed structure.
• Session charter (includes a mission statement, and
areas to be tested)
• Tester name(s)
• Date and time started
• Task breakdown (the TBS metrics)
• Data files
• Test notes
• Issues
• Bugs
Session Report
More info on SBTM: http://www.satisfice.com/articles/sbtm.pdf
UAT WITH EXPLORATORY TESTING
UAT Challenge ET Benefit
UATer’s are unfamiliar test case syntax
and need continual clarification
Allow UATer’s to perform the business
flows they know well without test
scripts
UATer’s are not trained on test case
management, automation tools, etc.
Focus UATer’s time on learning how to
document proper defects, reduce time
to ramp
UATer’s have a shorter attention span
– they are not used to testing 6-8 hrs.
per day
Allow UATer’s to veer off the rails from
time to time and investigate areas of
interest
UATer’s have a short period of time in
which to provide feedback
Ensure that as much of the UATer’s
time as possible is dedicated to ET
39
Keep your Best Testing Talent
IMPROVE JOB SATISFACTION MOVE FROM TESTER TO SME
WHY DO EXPLORATORY TESTING?
QASymphony’s qTest Explorer tool
• Applicable on any application;
Including mobile, desktop, and web
• Automatically generate TCs from
your sessions
• Capture environment details
• All sessions stored in central
repository
qTest Explorer
40
Thank you

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Quality Jam 2017: Jesse Reed & Kyle McMeekin "Test Case Management & Exploratory Testing Best Practices"