QA_Workflow - Speaker Deck

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Level Up Your QA Workflow For Freelancers and Small Teams

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Level Up Your QA Workflow #wcphilly #LevelUpQA OCTOBER 29, 2017 | @CAHDEEMER | @INTERACTIVEMECH Objectives ● Understand the value of prioritizing QA ● Learn about a balanced, thoughtful approach to QA Workflow that make sense for Freelancers and Small Teams ● How to approach QA so that you get more out of it

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QA Workflow in the Real World

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Level Up Your QA Workflow #wcphilly #LevelUpQA OCTOBER 29, 2017 | @CAHDEEMER | @INTERACTIVEMECH Our QA Tools Checklists Validators WebAIM

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Level Up Your QA Workflow #wcphilly #LevelUpQA OCTOBER 29, 2017 | @CAHDEEMER | @INTERACTIVEMECH Our QA Personnel ● Other production team members ● Friends ● Family ● Pets? ● The folks who work down the hall On Call Testing Engineer

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Level Up Your QA Workflow #wcphilly #LevelUpQA OCTOBER 29, 2017 | @CAHDEEMER | @INTERACTIVEMECH When We Test: Waterfall Discovery Design Maintenance Development Testing

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Level Up Your QA Workflow #wcphilly #LevelUpQA OCTOBER 29, 2017 | @CAHDEEMER | @INTERACTIVEMECH When We Test: Agile, Sorta Research Design Design Testing Maintenance

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Level Up Your QA Workflow #wcphilly #LevelUpQA OCTOBER 29, 2017 | @CAHDEEMER | @INTERACTIVEMECH How much time we devote to QA ¯\_(ツ)_/¯

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Level Up Your QA Workflow #wcphilly #LevelUpQA OCTOBER 29, 2017 | @CAHDEEMER | @INTERACTIVEMECH Why do we do this? We’re Short on Time. We’re Stretched Thin. It’s Good Enough.

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Level Up Your QA Workflow #wcphilly #LevelUpQA OCTOBER 29, 2017 | @CAHDEEMER | @INTERACTIVEMECH Really, You’re Doing Great ● You Design & Build Awesome Stuff ● Your Clients Love You ● Your Are the Envy of Your Peers

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Level Up Your QA Workflow #wcphilly #LevelUpQA OCTOBER 29, 2017 | @CAHDEEMER | @INTERACTIVEMECH 2nd Principle of Testing Exhaustive Testing is Impossible “Testing everything including all combinations of inputs and preconditions is not possible.” -International Software Testing Qualifications Board

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Level Up Your QA Workflow #wcphilly #LevelUpQA OCTOBER 29, 2017 | @CAHDEEMER | @INTERACTIVEMECH 1st Principle of Testing Testing Shows the Presence, Not Absence, of Defects “Even after testing the application or product thoroughly, we cannot say the product is 100% defect free.” -International Software Testing Qualifications Board

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Level Up Your QA Workflow #wcphilly #LevelUpQA OCTOBER 29, 2017 | @CAHDEEMER | @INTERACTIVEMECH You cannot test your way to perfect

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We Can Do Better

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Level Up Your QA Workflow #wcphilly #LevelUpQA OCTOBER 29, 2017 | @CAHDEEMER | @INTERACTIVEMECH Because It Could Be Better ● Bugs and defects slip through the cracks ● Other people are defining quality ● Time spent doing QA is not used effectively

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Level Up Your QA Workflow #wcphilly #LevelUpQA OCTOBER 29, 2017 | @CAHDEEMER | @INTERACTIVEMECH Fixing Bugs in Production is Expensive Source: Systems Science Institute Cost of fixing a bug in warranty can be 100x the cost of fixing it in design

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Level Up Your QA Workflow #wcphilly #LevelUpQA OCTOBER 29, 2017 | @CAHDEEMER | @INTERACTIVEMECH Fixing bugs in production takes lots of steps 1. Find the bug in the code 2. Figure out how to fix bug 3. Fix the bug 4. Test/review the fix, esp looking for side effects 5. Push the code to staging 6. Test/review on staging 7. Push code fixes to production 8. Test/review in production

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Level Up Your QA Workflow #wcphilly #LevelUpQA OCTOBER 29, 2017 | @CAHDEEMER | @INTERACTIVEMECH Fixing bugs in production is complicated Changes to fix the bug could unintentionally affect other components or aspects of functionality on a site, which in turn requires more time to fix, adding to the cost.

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Imagery Courtesy of the Fairmount Water Works Interpretive Center

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Level Up Your QA Workflow #wcphilly #LevelUpQA OCTOBER 29, 2017 | @CAHDEEMER | @INTERACTIVEMECH Checklists Let Others Define Quality Do checklists match ● Current Best Practices? ● Company values? ● Client-specific needs and goals? ● Complexity of the project?

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Options

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Level Up Your QA Workflow #wcphilly #LevelUpQA OCTOBER 29, 2017 | @CAHDEEMER | @INTERACTIVEMECH Option: Status Quo ● Working Just Fine ● Comfortable ● Room for improvement ● Things slip through the cracks ● Only do what you have time for

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Level Up Your QA Workflow #wcphilly #LevelUpQA OCTOBER 29, 2017 | @CAHDEEMER | @INTERACTIVEMECH Option: Hire QA staff or consultants ● Dependable expertise ● Increase quality of quality assurance ● Frees up resources ● Builds capacity for larger projects ● Peace of mind if project includes high-risk components ● Requires substantial resources ● May conflict with goals and priorities

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A Balanced Workflow

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Level Up Your QA Workflow #wcphilly #LevelUpQA OCTOBER 29, 2017 | @CAHDEEMER | @INTERACTIVEMECH Balanced Approach QA Management Technical Team Strategy Operations

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Level Up Your QA Workflow #wcphilly #LevelUpQA OCTOBER 29, 2017 | @CAHDEEMER | @INTERACTIVEMECH Balanced Approach Test Multiple Dimensions Define Quality Allocate Resources Standardize Issues Prepare Testers

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Level Up Your QA Workflow #wcphilly #LevelUpQA OCTOBER 29, 2017 | @CAHDEEMER | @INTERACTIVEMECH Test Multiple Dimensions Non-Functional Functional Testing Structural Change-Based

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Level Up Your QA Workflow #wcphilly #LevelUpQA OCTOBER 29, 2017 | @CAHDEEMER | @INTERACTIVEMECH Test Multiple Dimensions Change-based Testing (Regression Testing) Checks to see if new defects introduced in previously existing functionality after a change has been made to the code.

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Level Up Your QA Workflow #wcphilly #LevelUpQA OCTOBER 29, 2017 | @CAHDEEMER | @INTERACTIVEMECH Test Multiple Dimensions Functional Testing Tests whether or not a component works as expected. It answers questions like “can the user do this?” and “does this particular feature work?”

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Level Up Your QA Workflow #wcphilly #LevelUpQA OCTOBER 29, 2017 | @CAHDEEMER | @INTERACTIVEMECH Test Multiple Dimensions Non-Functional Testing Tests the characteristics of software, such as design, usability, security, performance, reliability, maintainability, etc.

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Level Up Your QA Workflow #wcphilly #LevelUpQA OCTOBER 29, 2017 | @CAHDEEMER | @INTERACTIVEMECH Test Multiple Dimensions Demonstrates an understanding of ● Company values ● Client goals and priorities ● Complexity of project ● Areas of risk

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Level Up Your QA Workflow #wcphilly #LevelUpQA OCTOBER 29, 2017 | @CAHDEEMER | @INTERACTIVEMECH Allocate Resources Test Early Test Often

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Level Up Your QA Workflow #wcphilly #LevelUpQA OCTOBER 29, 2017 | @CAHDEEMER | @INTERACTIVEMECH Allocate Resources: Time ● Alpha ● Beta ● Prelaunch At project phases Before client reviews ● Wireframes ● Visual Designs (Comps) ● Static Prototypes ● WP/Database Integration ● Prelaunch

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Level Up Your QA Workflow #wcphilly #LevelUpQA OCTOBER 29, 2017 | @CAHDEEMER | @INTERACTIVEMECH Allocate Resources ● Proposals ● Budgets ● Timelines ● PM tools (Asana, Trello)

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Level Up Your QA Workflow #wcphilly #LevelUpQA OCTOBER 29, 2017 | @CAHDEEMER | @INTERACTIVEMECH Allocate Resources Assign specific team members to specific QA tasks that suit their strengths and training

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Level Up Your QA Workflow #wcphilly #LevelUpQA OCTOBER 29, 2017 | @CAHDEEMER | @INTERACTIVEMECH Define Quality Quality is “the totality of features and characteristics of a product or service that bears its ability to satisfy stated or implied needs”

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Level Up Your QA Workflow #wcphilly #LevelUpQA OCTOBER 29, 2017 | @CAHDEEMER | @INTERACTIVEMECH Functional Specs ● Outline in detail a product’s intended capabilities, appearance, and interaction with users ● Should be easy to read ● Items listed are ○ Necessary, not optional or nice-to-have ○ Verifiable or testable ○ Attainable or achievable with the given resources and restrictions ○ Clear and complete

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Level Up Your QA Workflow #wcphilly #LevelUpQA OCTOBER 29, 2017 | @CAHDEEMER | @INTERACTIVEMECH Define Quality: Functional Specs

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Level Up Your QA Workflow #wcphilly #LevelUpQA OCTOBER 29, 2017 | @CAHDEEMER | @INTERACTIVEMECH Define Quality: Documentation ● Design Comps ● User-Testing Protocols / User Stories ● Web Content Accessibility Guidelines (WCAG) checklists ● Security checklists, including WordPress-specific checklists ● Lots more out there

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Level Up Your QA Workflow #wcphilly #LevelUpQA OCTOBER 29, 2017 | @CAHDEEMER | @INTERACTIVEMECH Define Quality: Automation Theme Check Plugin QUnit PHPUnit

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Level Up Your QA Workflow #wcphilly #LevelUpQA OCTOBER 29, 2017 | @CAHDEEMER | @INTERACTIVEMECH Define Quality: Automation Theme Check: https://wordpress.org/plugins/theme-check/ PHPUnit: https://make.wordpress.org/core/handbook/testing/automated-testing/phpunit/ QUnit: https://make.wordpress.org/core/handbook/testing/automated-testing/qunit/

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Level Up Your QA Workflow #wcphilly #LevelUpQA OCTOBER 29, 2017 | @CAHDEEMER | @INTERACTIVEMECH Prepare Testers Cheat Sheet, Part 1 ● Form of testing ● Documentation that set standard for quality ● URLs / components ● Browsers ● Breakpoints ● Devices ● Time budgeted ● Deadlines

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Level Up Your QA Workflow #wcphilly #LevelUpQA OCTOBER 29, 2017 | @CAHDEEMER | @INTERACTIVEMECH Prepare Testers Cheat Sheet, Part 2 How issues should be logged ● Assignee ● Labels ● Milestones

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Level Up Your QA Workflow #wcphilly #LevelUpQA OCTOBER 29, 2017 | @CAHDEEMER | @INTERACTIVEMECH Prepare Testers Don’t know? Just ask

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Level Up Your QA Workflow #wcphilly #LevelUpQA OCTOBER 29, 2017 | @CAHDEEMER | @INTERACTIVEMECH Git Hub Issue Description User Story: As a [x], when I [x], I see/cannot [x]. I should see/be able to [x]. Example: As a user, when I enter the word spooky in the search bar and click the Submit button, I do not see any search results. I should be able to see all search results that contain the word spooky. The search should pull results from the title and body fields of all content types.

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Level Up Your QA Workflow #wcphilly #LevelUpQA OCTOBER 29, 2017 | @CAHDEEMER | @INTERACTIVEMECH Standardize Issues One bug per issue Test on real devices

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Level Up Your QA Workflow #wcphilly #LevelUpQA OCTOBER 29, 2017 | @CAHDEEMER | @INTERACTIVEMECH Summary ● Test more than one thing. Choose what to test based on client goals, company values, complexity of the project, and areas of risk. ● Allocate appropriate resources to QA. Test early and test often and be sure that that tactic is backed up in budgets, timelines, and PM tools. Assign testers to the variety of QA that matches suits their expertise. ● Define quality via documentation. Create requirement specifications that are necessary, verifiable, attainable, clear, and complete. Other documents that define quality are design comps, security checklists, etc. Plugins like Theme Check and testing tools like PHPUnit and QUnit help here too.

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Level Up Your QA Workflow #wcphilly #LevelUpQA OCTOBER 29, 2017 | @CAHDEEMER | @INTERACTIVEMECH Summary ● Adequately Prepare Testers. Providing them with a cheat sheet of details about testing as well as documentation that defines quality for that kind of testing. ● Standardize issues. Make it easy for assignee to reproduce issues. Employ user stories in descriptions, use screenshots where appropriate, create a new issue for every bug, and test on real devices.

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Outcomes

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Level Up Your QA Workflow #wcphilly #LevelUpQA OCTOBER 29, 2017 | @CAHDEEMER | @INTERACTIVEMECH Outcomes ● Improvement in relationships with clients ● Increased productivity and focus ● Increased morale ● Fewer post-launch issues

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Thank you! [email protected] @cahdeemer @interactivemech