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T18
Concurrent Class
10/3/2013 1:30:00 PM

"Get Testing Help from the
Crowd"
Presented by:
Matt Johnston
uTest Inc.

Brought to you by:

340 Corporate Way, Suite 300, Orange Park, FL 32073
888-268-8770 ∙ 904-278-0524 ∙ sqeinfo@sqe.com ∙ www.sqe.com
Matt Johnston
uTest
With more than a decade of marketing experience at companies ranging from early-stage startups to publicly traded enterprises, Matt Johnston leads uTest's marketing and community
management efforts. Since joining uTest as employee #8 in late 2008, Matt has provided a
technical sensibility to uTest’s engagement of testers and engineers. As CMO, he leads uTest’s
strategic initiatives, such as partnership formation and helping to define uTest’s expansion
strategy.
9/19/2013

Getting Testing Help From The Crowd
Matt Johnston | CMO/CSO, uTest | matt@utest.com | @matjohnston
October 2013
|

The Challenge

App Quality
Then vs. Now

|

1
9/19/2013

The Way Things Were

You Tell Them What To Think
|

The Way Things Are TODAY

They Tell You What They Think
|

2
9/19/2013

Mobile App Quality Is Judged More
Harshly
• Users less tolerant of
spotty quality
• Social & app stores
give every user a
megaphone
• Switching costs
lower than ever
• Cost of imperfect app
quality has spiked

|

So What Could Possibly Go Wrong?

|

3
9/19/2013

Oh, And It’s Not Just Mobile
Fragmentation of users, devices, OSes, browsers, locations
Cars
Household Appliances

E-Readers

Connected TVs

Laptops & Desktops

Gaming Consoles
Phones & Tablets

|

No Turning Back Now
• Inside-out quality perspective is valuable but
incomplete
– Regardless of mobile app type or dev & test methodologies

• Replaced by outside-in quality worldview
– Quality signals come in many forms, and from USERS
- Bug reports
- Test cases executed
- Crashes
- User feedback
- Analytics

– And at many times (continuous)
|

4
9/19/2013

What’s That Mean?
• External Signals Inform Internal Decisions:
– What you think matters less than what users think
– How YOU measure app quality matters less
– What users feel and say matters MORE
– Court of public opinion rules
- App stores
- Social media

|

Tools For Outside-In App Quality

In-House
InApps
Test
That
Leaders
Win

|

5
9/19/2013

The Challenge

Ummmm
So What Do We Do?

| 11

Stuff Gets Built; Then It Breaks
1. Marketing identifies a need
2. Product specifies a solution
3. Engineering builds the product
4. QA tests the application
5. Help desk listens to complaints
6. Sales & execs blame everyone
7. Then we do it all over again and
hope for better results

Vicious Cycle

| 12

6
9/19/2013

Lab-Based Testing Innovation
Manual vs.
Automation

Managing vs.
Leading Teams

In-House vs.
Outsourced

Agile vs.
Waterfall

Exploratory vs.
Test Cases

Testers vs.
Engineers

Offshore vs.
Nearshore
| 13

Mob Mentality
BUT crowds often look (and act) like unruly mobs

| 14

7
9/19/2013

From Mob to Community
And mobs don’t work in every category
Example: a skilled service like software testing or
requires an orderly and professional “community”
capable of consistently delivering the desired results

| 15

The challenge is to turn this –

| 16

8
9/19/2013

Into this

| 17

The Challenge

The Crowd:
Testing In-the-Wild

| 18

9
9/19/2013

Community Management 101
• What Good CM Isn’t
– It’s not customer service
– It’s not marketing or social media

• What Good CM Is
–
–
–
–

1st gen
reactive & narrowcast (customer service)
nd gen
2
proactive & broadcast (marketing)
rd gen
3
independent & self-serve (program management)
4th gen
interdependent & vetting, teaching and policing one
another (community management)

| 19

Community Management Tool Kit
•

CM goals – to build relationships, develop loyalty and nurture
desired behavior
– Get beyond 1:1 discussions
– Get beyond reactive corrections

•

CM Challenges – to do the following at scale

•

Tool Kit

– Recruiting
–
–
–
–
–
–
–
–

Vetting

Engaging

Incenting

Managing

Forums & message boards > email responses
Help topics & tutorials > repeatedly answering same questions
Webinars > phone calls
Profiles
Matching
Ratings
Reputations
Payments

| 20

10
9/19/2013

Rating & Reputation System
• Top c-sourcing firms use two forms of compensation
– Monetary
– Reputation

• Performance-based ratings based upon a dozen factors:
– Participation Level:
- Lifetime & recent participation: # active test cycles, # reported issues

– Quality of Participation
- Approval percentage for bugs, test cases and usability surveys
- Accuracy of bug type & severity classifications
- Ability to write test cases & create automated test scripts

| 21

The Challenge

uTest Case Study:
USA Today

|

11
9/19/2013

At the Forefront of Innovation
•

Timeline of USA Today Pioneering
– 1982: 1st nat’l paper to use full color
– 1996: Early adopter of web
– 2008: 1st major news brand with native apps
- iOS, Android, Windows, Kindle, web TVs, gaming consoles

– 2012: Re-designed & re-launched entirely new UI/UX across all
- Print + website + 14 native apps
- First web exceeded print; now apps exceed web

|

Impact on Testing
•
•
•

Great for USA Today’s readers
Great for USA Today’s sales & marketing
Vast pressure on tech execs to deliver quality across:
–
–
–
–
–

Device makers & models
OSes & browsers
Carriers
Languages (localized content)
Locations (geo-based intelligence)

|

12
9/19/2013

USA Today’s Testing Portfolio

In-House
Manual
Testing

Outsourced
Manual
Testing

In-The-Lab
Testing
In-House
Outsourced
Test
Automation

Test
Automation

|

The Challenge

The Goal:
High Bar For App Quality

|

13
9/19/2013

The Goals
•

Maintain Quality
– Launch nothing less than a 4.5 star app
– Each new version, across 14 native apps

•

Increase Test Coverage
– Real-world conditions
– Cost-effective
– Scalable

•

Meet Tight Deadlines
– Must have apps ready to win
- For each new platform that gains traction
- For each new device that gains traction
|

The Challenge

The Approach:
Achieve In-the-Wild Testing

|

14
9/19/2013

Two Distinct Choices
• Traditional Outsourcing
– Lives in a lab
- Further removed from users
- Geo + demo

• Crowdsourcing & expertsourcing
– Lives beyond the lab, in the wild
- Professional testers + real-world conditions

– Mirrors USA Today’s user base

– Cheaper vs. in-house
– Hidden costs
- Time zones & language
- Scaling concerns and costs

- Real-world conditions
- Tech + geo + demo

– Blended team
- Recurring testers (incl on-site) + crowd testers
- Dedicated uTest project manager

– High noise-to-signal ratio
- No transparency

– Scales to match shifting needs

|

Their Choice: Partner with uTest
• In-the-wild testing solution for USA Today
– Provide on-demand complement to in-house QA team
– Reduce escape rate by testing beyond the lab
- Across OS, browsers, devices & carriers
- Across locations, languages, industries & hobbies

– Blended test team built into USA Today’s dev & test lifecycle
- Dedicated uTest project manager
– Tester management
– Triaging services
- Team of dedicated testers (remote or on-site) + large team of crowd testers

|

15
9/19/2013

The Challenge

Results:
Apps That Win

|

Results
•

Reduced escape rate

•

Improved usability

•

Crowd details

– ID’d and documented 1,000+ bugs across 6 apps in first 90 days
– Several iterations of usability testing & analysis
– Testers from US, Canada, Brazil, UK, France, Germany, China & Japan
– Some projects (eg: brand new iPad app) involved 80+ testers
– Others with tighter scope required smaller teams of 10-12 testers

•

Hit the ground running
– Launching Kindle Fire app same day the device launched
– Hand-picked testers pre-purchased various models of device
– Tested their app with all over the world, almost instantly

•

Bottom line: better apps
– Enabled USA Today to keep innovating, while maintaining superior quality
– USA Today able to consistently meet 4.5 star app-store rating goal
– 2012 Mobile Excellence Award – Best User Experience

|

16
9/19/2013

Customer Satisfaction
The Final Word
“uTest gives our organization a much better sense of where we
stand in terms of application stability and performance. For a group
that iterates as often as we do, that type of insight is critical”
-- Tim Carlson,
Director of Mobile Product Development, USA Today

|

The Challenge

Crowdsourced Testing
Specific Takeaways

|

17
9/19/2013

Key Takeaways: Crowd Testing
•

Apps universe has forever changed testing
– Exponentially more diverse user environments
– Devices & configurations
– Locations
– User demographics

•

In-the-wild testing is a necessity
– Some testing must be done beyond the lab
– In-the-wild where app users live, work & play

•

Agility is crucial to app success
– Test team size and tester location

•

enterprise-friendly mobile testing

Partner selection is vital
– Not all created equal
– Alignment of capabilities, needs and philosophy
– Track record of relevant enterprise success
|

The Challenge

Crowdsourcing
OverarchingTakeaways

|

18
9/19/2013

Understand The Job To Be Done

|

The Challenge

Questions?
Answers

Matt Johnston | CMO @ uTest
mattj@utest.com | @matjohnston
| 38

19

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Getting Testing Help From the Crowd

  • 1. T18 Concurrent Class 10/3/2013 1:30:00 PM "Get Testing Help from the Crowd" Presented by: Matt Johnston uTest Inc. Brought to you by: 340 Corporate Way, Suite 300, Orange Park, FL 32073 888-268-8770 ∙ 904-278-0524 ∙ sqeinfo@sqe.com ∙ www.sqe.com
  • 2. Matt Johnston uTest With more than a decade of marketing experience at companies ranging from early-stage startups to publicly traded enterprises, Matt Johnston leads uTest's marketing and community management efforts. Since joining uTest as employee #8 in late 2008, Matt has provided a technical sensibility to uTest’s engagement of testers and engineers. As CMO, he leads uTest’s strategic initiatives, such as partnership formation and helping to define uTest’s expansion strategy.
  • 3. 9/19/2013 Getting Testing Help From The Crowd Matt Johnston | CMO/CSO, uTest | matt@utest.com | @matjohnston October 2013 | The Challenge App Quality Then vs. Now | 1
  • 4. 9/19/2013 The Way Things Were You Tell Them What To Think | The Way Things Are TODAY They Tell You What They Think | 2
  • 5. 9/19/2013 Mobile App Quality Is Judged More Harshly • Users less tolerant of spotty quality • Social & app stores give every user a megaphone • Switching costs lower than ever • Cost of imperfect app quality has spiked | So What Could Possibly Go Wrong? | 3
  • 6. 9/19/2013 Oh, And It’s Not Just Mobile Fragmentation of users, devices, OSes, browsers, locations Cars Household Appliances E-Readers Connected TVs Laptops & Desktops Gaming Consoles Phones & Tablets | No Turning Back Now • Inside-out quality perspective is valuable but incomplete – Regardless of mobile app type or dev & test methodologies • Replaced by outside-in quality worldview – Quality signals come in many forms, and from USERS - Bug reports - Test cases executed - Crashes - User feedback - Analytics – And at many times (continuous) | 4
  • 7. 9/19/2013 What’s That Mean? • External Signals Inform Internal Decisions: – What you think matters less than what users think – How YOU measure app quality matters less – What users feel and say matters MORE – Court of public opinion rules - App stores - Social media | Tools For Outside-In App Quality In-House InApps Test That Leaders Win | 5
  • 8. 9/19/2013 The Challenge Ummmm So What Do We Do? | 11 Stuff Gets Built; Then It Breaks 1. Marketing identifies a need 2. Product specifies a solution 3. Engineering builds the product 4. QA tests the application 5. Help desk listens to complaints 6. Sales & execs blame everyone 7. Then we do it all over again and hope for better results Vicious Cycle | 12 6
  • 9. 9/19/2013 Lab-Based Testing Innovation Manual vs. Automation Managing vs. Leading Teams In-House vs. Outsourced Agile vs. Waterfall Exploratory vs. Test Cases Testers vs. Engineers Offshore vs. Nearshore | 13 Mob Mentality BUT crowds often look (and act) like unruly mobs | 14 7
  • 10. 9/19/2013 From Mob to Community And mobs don’t work in every category Example: a skilled service like software testing or requires an orderly and professional “community” capable of consistently delivering the desired results | 15 The challenge is to turn this – | 16 8
  • 11. 9/19/2013 Into this | 17 The Challenge The Crowd: Testing In-the-Wild | 18 9
  • 12. 9/19/2013 Community Management 101 • What Good CM Isn’t – It’s not customer service – It’s not marketing or social media • What Good CM Is – – – – 1st gen reactive & narrowcast (customer service) nd gen 2 proactive & broadcast (marketing) rd gen 3 independent & self-serve (program management) 4th gen interdependent & vetting, teaching and policing one another (community management) | 19 Community Management Tool Kit • CM goals – to build relationships, develop loyalty and nurture desired behavior – Get beyond 1:1 discussions – Get beyond reactive corrections • CM Challenges – to do the following at scale • Tool Kit – Recruiting – – – – – – – – Vetting Engaging Incenting Managing Forums & message boards > email responses Help topics & tutorials > repeatedly answering same questions Webinars > phone calls Profiles Matching Ratings Reputations Payments | 20 10
  • 13. 9/19/2013 Rating & Reputation System • Top c-sourcing firms use two forms of compensation – Monetary – Reputation • Performance-based ratings based upon a dozen factors: – Participation Level: - Lifetime & recent participation: # active test cycles, # reported issues – Quality of Participation - Approval percentage for bugs, test cases and usability surveys - Accuracy of bug type & severity classifications - Ability to write test cases & create automated test scripts | 21 The Challenge uTest Case Study: USA Today | 11
  • 14. 9/19/2013 At the Forefront of Innovation • Timeline of USA Today Pioneering – 1982: 1st nat’l paper to use full color – 1996: Early adopter of web – 2008: 1st major news brand with native apps - iOS, Android, Windows, Kindle, web TVs, gaming consoles – 2012: Re-designed & re-launched entirely new UI/UX across all - Print + website + 14 native apps - First web exceeded print; now apps exceed web | Impact on Testing • • • Great for USA Today’s readers Great for USA Today’s sales & marketing Vast pressure on tech execs to deliver quality across: – – – – – Device makers & models OSes & browsers Carriers Languages (localized content) Locations (geo-based intelligence) | 12
  • 15. 9/19/2013 USA Today’s Testing Portfolio In-House Manual Testing Outsourced Manual Testing In-The-Lab Testing In-House Outsourced Test Automation Test Automation | The Challenge The Goal: High Bar For App Quality | 13
  • 16. 9/19/2013 The Goals • Maintain Quality – Launch nothing less than a 4.5 star app – Each new version, across 14 native apps • Increase Test Coverage – Real-world conditions – Cost-effective – Scalable • Meet Tight Deadlines – Must have apps ready to win - For each new platform that gains traction - For each new device that gains traction | The Challenge The Approach: Achieve In-the-Wild Testing | 14
  • 17. 9/19/2013 Two Distinct Choices • Traditional Outsourcing – Lives in a lab - Further removed from users - Geo + demo • Crowdsourcing & expertsourcing – Lives beyond the lab, in the wild - Professional testers + real-world conditions – Mirrors USA Today’s user base – Cheaper vs. in-house – Hidden costs - Time zones & language - Scaling concerns and costs - Real-world conditions - Tech + geo + demo – Blended team - Recurring testers (incl on-site) + crowd testers - Dedicated uTest project manager – High noise-to-signal ratio - No transparency – Scales to match shifting needs | Their Choice: Partner with uTest • In-the-wild testing solution for USA Today – Provide on-demand complement to in-house QA team – Reduce escape rate by testing beyond the lab - Across OS, browsers, devices & carriers - Across locations, languages, industries & hobbies – Blended test team built into USA Today’s dev & test lifecycle - Dedicated uTest project manager – Tester management – Triaging services - Team of dedicated testers (remote or on-site) + large team of crowd testers | 15
  • 18. 9/19/2013 The Challenge Results: Apps That Win | Results • Reduced escape rate • Improved usability • Crowd details – ID’d and documented 1,000+ bugs across 6 apps in first 90 days – Several iterations of usability testing & analysis – Testers from US, Canada, Brazil, UK, France, Germany, China & Japan – Some projects (eg: brand new iPad app) involved 80+ testers – Others with tighter scope required smaller teams of 10-12 testers • Hit the ground running – Launching Kindle Fire app same day the device launched – Hand-picked testers pre-purchased various models of device – Tested their app with all over the world, almost instantly • Bottom line: better apps – Enabled USA Today to keep innovating, while maintaining superior quality – USA Today able to consistently meet 4.5 star app-store rating goal – 2012 Mobile Excellence Award – Best User Experience | 16
  • 19. 9/19/2013 Customer Satisfaction The Final Word “uTest gives our organization a much better sense of where we stand in terms of application stability and performance. For a group that iterates as often as we do, that type of insight is critical” -- Tim Carlson, Director of Mobile Product Development, USA Today | The Challenge Crowdsourced Testing Specific Takeaways | 17
  • 20. 9/19/2013 Key Takeaways: Crowd Testing • Apps universe has forever changed testing – Exponentially more diverse user environments – Devices & configurations – Locations – User demographics • In-the-wild testing is a necessity – Some testing must be done beyond the lab – In-the-wild where app users live, work & play • Agility is crucial to app success – Test team size and tester location • enterprise-friendly mobile testing Partner selection is vital – Not all created equal – Alignment of capabilities, needs and philosophy – Track record of relevant enterprise success | The Challenge Crowdsourcing OverarchingTakeaways | 18
  • 21. 9/19/2013 Understand The Job To Be Done | The Challenge Questions? Answers Matt Johnston | CMO @ uTest mattj@utest.com | @matjohnston | 38 19