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Test Estimation Techniques…
© Nishant Worah 2009 2
What is Estimation?
 Is it a Science?
 Is it art?
 A bit of both - Design...
© Nishant Worah 2009 3
What is an Estimate ?
 An estimate is a forecast or prediction.
 An Estimate is an approximation of what it
would Cost.
 A Rough Idea how long a Task would take to
complete.
 An Approximate calculation of Quantity or
Degree or Worth.
© Nishant Worah 2009 4
How to measure - Estimate
 An Estimate is Effort required in terms of
 Time
 Cost
 An Estimate is based on
 Past Experience/ Past Data
 Available Documents/ Knowledge
 Assumptions
 Calculated Risks
© Nishant Worah 2009 5
Why do we Estimate?
 Overshooting Budgets
 Exceeding Timescales
 Example of Overshooting Budgets and Timescales :
 A Standish Group survey of 8,000 software projects found that
the average project exceeded its planned budget by 90 percent
and its schedule by 120 percent.
 Several industry studies have reported that fewer than half of
software projects finish within their allotted schedules and
budgets.
© Nishant Worah 2009 6
Importance of Estimates
Estimate
too high
Estimate
too low
minimum
actual
schedule
Actual
Schedule
Estimated
Schedule
actual
schedule =
estimated
schedule
© Nishant Worah 2009 7
Importance of Estimates
Cont…
A study conducted by KPMG Pete Marwick found these causes of
software runaways:
 Project Objectives Not Fully Specified (51%)
 Bad Planning and Estimating (48%)
 Technology New to the Organization (45%)
 Inadequate/No Project Management Methodology (42%)
 Insufficient Senior Staff on the Team (42%)
 Poor Performance by Suppliers of Hardware/Software (42%)
© Nishant Worah 2009 8
Questions to be asked
 Are the Requirements finalized?
 If not then, How frequently the requirements
change?
 What are the Types of Testing required?
 Are Test Assets already available?
 If Test Assets are available, What Stage they are
in ?
 Is the Infrastructure for Testing ready?
 Have the Assumptions/Risks been documented.
 Are the Responsibilities clear.
Estimation for Testing
© Nishant Worah 2009 9
Steps involved in Estimation
Work out elapsed time / critical path
Is the total
reasonable
Reassess tasks
and / or effort
Identify scope
State assumptions
Assess the tasks involved
Estimate the effort for each task
Calculate Total Effort
NoYesFinish and
Present the
Estimate
© Nishant Worah 2009 10
Test Estimation Process
Step 1 - Define Function
Point
Step 2 - Give Weightage
to all Function Points
Step 3 - Define an
Estimate Per
Function Point
Step 4 - Calculate Total
Effort Estimate
© Nishant Worah 2009 11
Function Point Method
 What is a Function Point ?
 Function points are a measure of the size of
computer applications and the projects that build
them.
 The size is measured from a functional, or user,
point of view.
 It is independent of the computer language,
development methodology, technology or
capability of the project team used to develop the
application.
 Function Point can be based upon

© Nishant Worah 2009 12
Function Point Method – Step 1
Define Function Points
 Function Point is
measured from a
functional, or user, point
of view.
 It is independent of
computer language,
development
methodology, technology
or capability of the project
team.
 Based on Available
Documents (SRS, Design
etc.)

© Nishant Worah 2009 13
Function Point Method – Step 2
Give Weightage to all Function
Points
 Complex
 API/ Low level Interactions
 Complex Batch Processes
 Medium
 Database Checks
 Simple Batch Processes
 Interaction between two or
functionalities
 Simple
 GUI
 Involving only One Functionality
© Nishant Worah 2009 14
Function Point Method – Step 3
Define an Estimate Per
Function Point
 Based on similar Projects
Experience.
 Organization/Project
Standards.
© Nishant Worah 2009 15
Function Point Method – Step 4
Total Effort Estimate =
Total Function Points *
Estimate defined Per
Function Point
© Nishant Worah 2009 16
Function Point Method -
Example
Medium
Complex
Simpl
e
Total
Function Point Total 120
4.15
498
Weightage
1
3
5
Function
Points
35
20
5
35
60
25
Estimate defined Per Function Point
Total Estimated Effort( Person
Hours)
© Nishant Worah 2009 17
To Conclude - Few Tips
 Allow enough time to do a
proper Project Estimate.
 Use documented data
from similar past Projects.
 Use Own Estimates.
 Use several different
people to Estimate.
 Re-Estimate the Project
several times throughout
its lifecycle.
 Create a standardized
estimation procedure.
 Focus some effort on
improving organization’s
software Project estimation
process.
© Nishant Worah 2009 18
 Define the scope
 State your assumptions
 Document your estimate
 Assess if estimate is reasonable
 Communicate - with requester
and PM
 Check actual effort against
estimate
 Use feedback next time
Summary

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Testestimationtechniques

  • 2. © Nishant Worah 2009 2 What is Estimation?  Is it a Science?  Is it art?  A bit of both - Design...
  • 3. © Nishant Worah 2009 3 What is an Estimate ?  An estimate is a forecast or prediction.  An Estimate is an approximation of what it would Cost.  A Rough Idea how long a Task would take to complete.  An Approximate calculation of Quantity or Degree or Worth.
  • 4. © Nishant Worah 2009 4 How to measure - Estimate  An Estimate is Effort required in terms of  Time  Cost  An Estimate is based on  Past Experience/ Past Data  Available Documents/ Knowledge  Assumptions  Calculated Risks
  • 5. © Nishant Worah 2009 5 Why do we Estimate?  Overshooting Budgets  Exceeding Timescales  Example of Overshooting Budgets and Timescales :  A Standish Group survey of 8,000 software projects found that the average project exceeded its planned budget by 90 percent and its schedule by 120 percent.  Several industry studies have reported that fewer than half of software projects finish within their allotted schedules and budgets.
  • 6. © Nishant Worah 2009 6 Importance of Estimates Estimate too high Estimate too low minimum actual schedule Actual Schedule Estimated Schedule actual schedule = estimated schedule
  • 7. © Nishant Worah 2009 7 Importance of Estimates Cont… A study conducted by KPMG Pete Marwick found these causes of software runaways:  Project Objectives Not Fully Specified (51%)  Bad Planning and Estimating (48%)  Technology New to the Organization (45%)  Inadequate/No Project Management Methodology (42%)  Insufficient Senior Staff on the Team (42%)  Poor Performance by Suppliers of Hardware/Software (42%)
  • 8. © Nishant Worah 2009 8 Questions to be asked  Are the Requirements finalized?  If not then, How frequently the requirements change?  What are the Types of Testing required?  Are Test Assets already available?  If Test Assets are available, What Stage they are in ?  Is the Infrastructure for Testing ready?  Have the Assumptions/Risks been documented.  Are the Responsibilities clear. Estimation for Testing
  • 9. © Nishant Worah 2009 9 Steps involved in Estimation Work out elapsed time / critical path Is the total reasonable Reassess tasks and / or effort Identify scope State assumptions Assess the tasks involved Estimate the effort for each task Calculate Total Effort NoYesFinish and Present the Estimate
  • 10. © Nishant Worah 2009 10 Test Estimation Process Step 1 - Define Function Point Step 2 - Give Weightage to all Function Points Step 3 - Define an Estimate Per Function Point Step 4 - Calculate Total Effort Estimate
  • 11. © Nishant Worah 2009 11 Function Point Method  What is a Function Point ?  Function points are a measure of the size of computer applications and the projects that build them.  The size is measured from a functional, or user, point of view.  It is independent of the computer language, development methodology, technology or capability of the project team used to develop the application.  Function Point can be based upon 
  • 12. © Nishant Worah 2009 12 Function Point Method – Step 1 Define Function Points  Function Point is measured from a functional, or user, point of view.  It is independent of computer language, development methodology, technology or capability of the project team.  Based on Available Documents (SRS, Design etc.) 
  • 13. © Nishant Worah 2009 13 Function Point Method – Step 2 Give Weightage to all Function Points  Complex  API/ Low level Interactions  Complex Batch Processes  Medium  Database Checks  Simple Batch Processes  Interaction between two or functionalities  Simple  GUI  Involving only One Functionality
  • 14. © Nishant Worah 2009 14 Function Point Method – Step 3 Define an Estimate Per Function Point  Based on similar Projects Experience.  Organization/Project Standards.
  • 15. © Nishant Worah 2009 15 Function Point Method – Step 4 Total Effort Estimate = Total Function Points * Estimate defined Per Function Point
  • 16. © Nishant Worah 2009 16 Function Point Method - Example Medium Complex Simpl e Total Function Point Total 120 4.15 498 Weightage 1 3 5 Function Points 35 20 5 35 60 25 Estimate defined Per Function Point Total Estimated Effort( Person Hours)
  • 17. © Nishant Worah 2009 17 To Conclude - Few Tips  Allow enough time to do a proper Project Estimate.  Use documented data from similar past Projects.  Use Own Estimates.  Use several different people to Estimate.  Re-Estimate the Project several times throughout its lifecycle.  Create a standardized estimation procedure.  Focus some effort on improving organization’s software Project estimation process.
  • 18. © Nishant Worah 2009 18  Define the scope  State your assumptions  Document your estimate  Assess if estimate is reasonable  Communicate - with requester and PM  Check actual effort against estimate  Use feedback next time Summary

Editor's Notes

  • #3: Estimating isn’t an exact science - there is no magic formula so that you can feed figures in and get a neat answer out - although there is some element of this, using tables of figures garnered from previous experience of a similar situation Estimating isn’t an Art either - in no way can it be seen as an abstract activity So, it is more like design - some “creativity” given the requirements, the situation, the time scales etc but working within a set of rules and using models to provide consistency, whilst having to make assumptions about some of the unknowns so that the rules can be obeyed
  • #8: KMMG was formed in 1987 with the merger of Peat Marwick International (PMI) and Klynveld Main Goerdeler (KMG) and their individual member firms. Spanning three centuries, the organization's history can be traced through the names of its principal founding members - whose initials form the name "KPMG." K stands for Klynveld. Piet Klynveld founded the accounting firm Klynveld Kraayenhof & Co. in Amsterdam in 1917. P is for Peat. William Barclay Peat founded the accounting firm William Barclay Peat & Co. in London in 1870. M stands for Marwick. James Marwick founded the accounting firm Marwick, Mitchell & Co. with Roger Mitchell in New York City in 1897. G is for Goerdeler. Dr. Reinhard Goerdeler was for many years chairman of Deutsche Treuhand-Gesellschaft and later chairman of KPMG. He is credited with laying much of the groundwork for the KMG merger.
  • #9: Although for enhancements there needs to be some strategy on how the amendments are going to be unit tested As on-project estimator the PM will be looking to you to suggest a testing strategy. It may be as simple as saying “current testing procedures are sufficient for this enhancement”.. It is for you to identify if they are not. Supposing that nothing exists for use,, yet timescales are tight What would be a sensible approach? What tasks would you include? Exercise 2 - Produce program list
  • #19: Isolation Never feel that you are working on an estimate on your own if you’re not sure how to approach the estimate, talk to someone if you don’t know enough about hardware or software, talk to someone if you are running out of time agreed, tell someone before the deadline is reached if a project manager or sales person asks you to alter your estimate or is pressurising you into finishing it earlier than agreed, talk to someone Your Estimate is not sacrosanct When you have taken time and effort to complete an estimate, it is easy to think it is an important document in itself. However, remember it is only a tool. Do not take it personally when it is radically changed on walkthrough. Be confident that you have estimated the technical effort from experience and using guidelines and that you have documented your assumptions. if the management then want to amend it, that is their prerogative Exercise 4 - Aspects adding, plus final deliverable with contingency, staffing, elapsed time etc