Testing for Success - Longview · 6/5/2020 · UNIT TESTING Test that each piece of functionality works. SYSTEM TESTING Test the business process linking up the units. USER TESTING

1 © Longview. All rights reserved.

Testing for SuccessStephanie HatchDirector Professional Services, Longview

Margaret PowellDirector Professional Services, Longview


Presenters

Stephanie is PMP Certified IT professional with 18 years of proven success directing a broad range of IT projects participating in initiating, planning, execution, control and closing. She has hands-on experience leading IT teams of 30+ technicians, BA’s and PM’s including external resources. Stephanie has been at Longview for over 7 years managing projects spanning across all product offerings. Prior to her role at Longview, she worked at numerous financial institutions, including Scotiabank and American Express.

Stephanie Hatch, PMP

Director, Professional Services

Margaret Powell, PMP

Director, Professional Services

Over the last 19 years, Margaret has worked her way up through the ranks of Longview. She has worked in almost every group at Longview including implementation, support, software development, pre-sales and project management. She eventually returned to the group she enjoys the most, to interact with customers in the Professional Services group. Customers have said they appreciate her honesty and persistence, and that she always tries to lead with a smile.


Agenda

• Introduction

• Process (SDLC)

• Testing Types

• Testing Cycle

• System Testing

• Test Cases

• Improvement Tracking - Defect tracking / Issue Resolution / Enhancements

• Best Practices


Where do we start?

WHAT DO I TEST?

HOW DO I TEST?

WHEN AM I DONE?


Project Life Cycle

Planning

• Identify Needs

• Define Scope

• Build Timeline

Process Review &

Design

• System Walk through and Process Review workshops

• Finalize Design

• Review / Approve

Configuration

• Iterative Development

• Build / Review

• Unit Testing

Testing

• System Test

• User Acceptance Test

• Regression Test

Deployment

• Training

• Roll out

• Go Live

• Transition to Support

• Next Steps

Project Management & Change Management


Types of Testing

UNIT TESTING

Test that each piece of functionality works.

SYSTEM TESTING

Test the business process linking up the units.

USER TESTINGTest user security and responsibilities.

REGRESSION TESTING

Test to make sure everything that did work still does.

PERFORMANCE TESTINGTest the speed of process is acceptable.

NEGATIVE TESTINGDo something that youare not supposed to do.


Testing Cycle

DATA LOAD / SET UP

UNIT TESTING

SYSTEM TESTING

USER ACCEPTANC

E TESTING

OTHER TESTING

COMPLETE


System Testing

YOUR TITLE HERE

System Test Plan

Test Plan

Test Case Execution

Resource Assignment

Test Schedule

Create Test Cases

Retest Issues& Log

Enhancements

Report Testing

Progress

Run Test Cases

IssueManagement

System Testing• The process of performing a variety of tests on a system to

confirm functionality (works as designed) or to identify problems


Test Case

Test Cases• The purpose of a test case is to outline the

steps involved in completing a specific process (set of processes) to determine if configuration works as defined in the design.

• Can be built in • Word• Excel• Share point• Salesforce• Testing tools

Executable Test Case

Expected Results

Clear Instructions

including Screen shots

Aligns with functionality

in the design/ system

summary


Improvement TrackingDefects & Enhancements

Issues

• When an unexpected result occurs during the execution of a test case an issue needs to be created in the issue log.

• A tracking tool is needed to assist with communicating status on issues. Best to have one file that everyone can access

• Excel• SharePoint• Completion Matrix• Evidence / Proof of Testing

• Include links, screen shots and expected results. The more detail the easier it is to replicate.


Tracking ToolsSharePoint List

Status

Priority

Assigned To

Report by Status

Report by Priority


Tracking ToolsExcel Workbook

Test Scripts

Issue Tracker

Completion Status


Best Practices

“All Hands On Deck”

Clearly define scripts identifying required data, log in detail, pre-requisite process and expected results. Consider negative testing in your test script. Use Process maps to define and illustrate flow. Available 10.5 and above.

Track Estimate to Complete

Define process and metrics to easily status where the project is at. Prioritize and triage issues. Stay focused on what is critical and in scope and what is a want or enhancement.

Plan

The entire team should be engaged in the system practicing and learning their roles. The customer should be testing their own ability to use the software.

Work Together – Use the Testing workshops / War Room approach. Get key players together and hammer through test cases.


Streamline your testing with process maps

Process Maps provide a visual representation of your steps in Longview.

They are a valuable design, training and testing tool.


Thank You!


DisclaimerConfidential – Not For Distribution.© LONGVIEW. All rights reserved. arcplan, Tidemark and Longview product names and their respective logos are trademarks or registered trademarks of Longview Europe GmbH, Longview Solutions Canada ULC, Longview of America LLC, Longview Software Limited and/or Tidemark Systems Inc. - together “Longview”. All other company names, products and services used herein are trademarks or registered trademarks of their respective owners.

The information published herein is subject to change without notice. This publication is for informational purposes only, without representation or warranty of any kind, and Longview shall not be liable for errors or omissions with respect to this publication.

Documents

Testing for Success - Longview · 6/5/2020 · UNIT TESTING Test that each piece of functionality works. SYSTEM TESTING Test the business process linking up the units. USER TESTING