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Test estimation techniques
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Test estimation methods
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Test estimation pitfalls
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Test estimation mistakes
Test estimation is a crucial skill for quality assurance professionals, as it helps them plan and manage testing activities, allocate resources, and communicate with stakeholders. However, test estimation is also a challenging and complex task, as it involves many factors, assumptions, and uncertainties. In this article, we will explore some of the common techniques and methods for test estimation, as well as the pitfalls and mistakes to avoid when applying them.
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- Jonathan Nathaniel Villanueva Quality Assurance Manager at Beehivr
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1 Test estimation techniques
Test estimation techniques range from simple to sophisticated, from empirical to analytical, and from top-down to bottom-up. Expert judgment is a popular technique, relying on the experience and intuition of one or more experts to provide estimates. Work breakdown structure (WBS) is more systematic and detailed, breaking down the testing work into smaller tasks and estimating the effort and duration for each. Function point analysis (FPA) measures the size and complexity of the software functionality, and uses a formula to calculate the testing effort. Three-point estimation is more realistic and flexible, estimating the best-case, worst-case, and most likely scenarios for each testing task, and using a formula to calculate the expected value and the range of variation. Each technique has its own advantages and disadvantages, so it is important to choose the right one for your project.
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- Jonathan Nathaniel Villanueva Quality Assurance Manager at Beehivr
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I find that, often in these estimation techniques, human factor is rarely taken into consideration, developers trust in the path they have defined for the users to follow and often forget to prepare for unexpected paths discovered by the human factor, actions that users thought on the fly while making use of the software or application. And it is in the random decisions performed by users that the biggest and more surprising setbacks are found. To reduce the opportunities for this to occur when calculating testing needs manual testing with physical individuals performing random actions is crucial.
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2 Test estimation methods
Test estimation can vary depending on the level of detail and the source of information. Top-down estimation starts from the high-level testing objectives and requirements, while bottom-up estimation begins with the low-level testing tasks and deliverables. Analogous estimation uses the historical data and lessons learned from similar projects, and parametric estimation uses statistical models and algorithms to estimate the testing effort and duration. Each method has its own advantages and disadvantages, and the accuracy of the estimation depends on the availability and quality of the information.
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- Jonathan Nathaniel Villanueva Quality Assurance Manager at Beehivr
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Each of these techniques has its own value, each has its own advantage and disadvantage. Using two or three methods of estimation is definitely a more integral approach, especially if they are considered as core procedures and standard practices before releasing.
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3 Test estimation pitfalls
Despite the variety of techniques and methods for test estimation, there are some common pitfalls that can affect the accuracy and validity of the estimates, leading to unrealistic expectations, poor planning, and wasted resources. Underestimating the testing scope and complexity, overestimating the testing productivity and efficiency, and neglecting the testing uncertainties and contingencies are all common pitfalls. Ignoring or overlooking testing activities, deliverables, or dependencies can result in insufficient testing coverage, quality, or depth. Being too optimistic or confident about the testing team's capabilities can lead to unrealistic testing schedules, deadlines, or budgets. Disregarding or minimizing testing factors, assumptions, or variables can cause inaccurate testing estimates, plans, or reports.
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- Jonathan Nathaniel Villanueva Quality Assurance Manager at Beehivr
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It is precisely because of the potential of these pitfalls that testing efforts must be integrated along with development as early as possible. Testing efforts must be elastic following the same nature of development, at early stages a small team tests small portions, midway when the stability increases, testing teams can increase with it, automated testing efforts can follow the same growth and complexity of the test teams and development life cycle and finally when the product reaches pre-final or final stages, testing teams are then readjusted to provide real time testing, automated testing and manual testing, an integral testing coverage that has grown and evolved in a parallel path along with development.
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4 Test estimation mistakes
In addition to the pitfalls, there are also some mistakes that can undermine the credibility and usefulness of the test estimates, and cause confusion, frustration, or conflict among the testing stakeholders. For instance, not involving the testing team or the testing experts in the estimation process can lead to unrealistic or inaccurate test estimates, and reduced testing ownership or commitment. Additionally, failing to document or communicate the test estimates, or the rationale, assumptions, or constraints behind them, can result in misunderstanding or misalignment of the testing expectations, goals, or scope, and increased testing issues or disputes. Moreover, treating the test estimates as final or fixed, without verifying or validating them against the actual testing progress, performance, or results, or without adjusting or revising them according to the testing changes, feedback, or lessons learned, can lead to outdated or irrelevant test estimates, and reduced testing quality or value.
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- Jonathan Nathaniel Villanueva Quality Assurance Manager at Beehivr
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Testing estimation can never be final, one of the biggest assumptions in software development is that quality assurance and testing is not fundamental to deliver a successful product. It is always perceived as an after need if there is time, if there is budget, if the product developed seems not stable enough. This assumption affects testing estimations and needs, often drastically affecting the way the final product is perceived by final Users. Testing and QA efforts should walk along the same life cycle as development, even from within the design process, because it can deliver crucial information development needs in order to prepare for that Human factor that often finds the most unexpected bugs within the delivered software
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- Phil Zinck Grid Modernization, Distributed Energy Resources
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When testing a system that is to be integrated with an existing, in-service / operating system or sun-system, your testing plan will most often be at the mercy of the in-service / operating system interface. Test planning on these situations often gets in trouble when estimates and test plan are “locked in” ignoring the dynamics of this in-service interface (RISK). Test plans need to be dynamic and reviewed frequently to manage and continually mitigate these risks.
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- Jesse B. Software Test Engineer @ ByBox
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Test estimation is also closely linked, if not, highly dependent on the testability of the product. If there isn't the appropriate and relevant stakeholder to test or provide insights into the ability to test, the estimation that's therefore provided will not be relevant. Considering what is being tested, agreeing who will be available and able to test is a fundamental aspect that is often missed. How it's going to be tested plays a huge factor in evaluating the time and expense of the testing. If we are unable to answer these questions, then an informed consideration cannot occur.
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- Daniel Davidson
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Incomplete Requirements or analysis of the sprint or iteration. If my test analysts and engineers are uncovering more than 15% of the requirements it means we need to be more thorough up front. If testing staff is expected to figure out all or most of the requirements and acceptance criteria you need to include that in your estimate or whatever unit of work submitted for an Agile iteration.
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