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Transitioning into an agile testing
CROWDSOURCED TESTING
  organisation
- AN EMERGING BUSINESS MODEL
  - A practitioner's framework


Manoj Narayanan
Director, Testing Services
Cognizant Technology Solutions

               @manoj7698
http:everydaytesting.blogspot.com
Discussion Contents

• Crowdsourced Testing: Relevance, Opportunity Areas & Pricing

• Leveraging Crowd Testing

• How the current Crowd Testing Market is playing out

• Future Trends & Implementation Guidelines
What is Crowdsourcing?
• Leveraging the power of global
 community to accomplish set
 business goals




                                   • Existed from the days of
                                    Mark Twain


                                   • Internet is the catalyst that
                                    triggered scale
Crowdsourcing is fast becoming an omnipresent
component of our lives
                                       Crowdsourced Testing!
 Competition
    Hub
             Idea
           Platform
                      Service
                      Bazaar
                                 Content
                                Aggregator
                                             Finance
                                             Options
                                                       Feedback
                                                       Channels
How is Crowdsourcing relevant for testing?
• Testing validates that the final product meets the targeted
 quality standard
• This necessitates testing a large number of intuitive as well as
 esoteric test scenarios
• Crowd testing, in many cases, becomes a broad, but effective
 means to ensure this coverage

 From focused testing by individuals…




                                 ….to a “hit it all” approach by a crowd
Crowd(sourced) Testing: Opportunity Areas
  Web Applications   • UI testing of customer facing web applications
                     • Specialized testing activities like A/B testing


   Mobile Testing    • Leverage geographical spread of end-users
                     • Use the different device combinations available by
                       using a crowd

   Games Testing     • Ensures all scenarios are covered – it takes a
                       gamer to get them all!
                     • Generates interest in product – social marketing!
Crowd Testing: Pricing Models
• Unit rate per defect identified
       Slabs can be identified based on defect severity
       There could be a cap on the overall price charged


• Fixed price for agreed number of hours or releases of testing


• A combination of Fixed Price and unit rate per defect identified


• Of late, established vendors are offering a bundled rate by including
  crowd testing as part of the overall service portfolio
Discussion Contents

• Crowdsourced Testing: Relevance, Opportunity Areas & Pricing

• Leveraging Crowd Testing

• How the current Crowd Testing Market is playing out

• Future Trends & Implementation Guidelines
Crowd Testing: Challenges faced
• Crowd testing is today used in both waterfall and agile scenarios


    Reqmnt         Arch &          Develop-      Test-
                                                              Release
   Gathering       Design           ment          ing
 Waterfall Methodology




  Scrum


Product Backlog   Sprint Backlog        Sprint              Software –
                                                         working increment
Crowd Testing: Challenges faced

   Requirements          Architecture
                                        Development   Testing   Release
    Gathering             & Design
 Waterfall Methodology




  Scrum




      Thus, organizations need to adapt a strategy that blends traditional
            and crowd testing approaches to get the maximum ROI
Leveraging Crowd Testing: Options


                                       Option B: Employ in
    Option A: Add-on testing
                                   specialized testing scenarios


                            Fitting in
                         Crowd Testing


   Option C: Risk and priority         Option D: As part of
         based testing               integrated test strategy
Option A: Add-on testing

• Use crowd testing as a complementary add-on prior to production
  release


• Effective in catching UI and configuration defects


• Suggested Variant: Can accommodate security concerns by
  leveraging bench strength of current vendor to do the crowd testing
       VDI Access
Option B: Employ in specialized testing scenarios
• For Multivariate testing
   Leverage end users - crowd - to decide
     website components that are to be retained



• For performance testing
   Simulating end-users through
     leveraging crowd
   Both automated and manual options
   Manual option might not be practical ?
Option C: Risk and Priority based testing
• Crowd test those applications with high DEF and high Criticality
                           Assists in prioritized use of budget
High
                                                                    1
                             Low DEF,              High DEF,
Application Criticality




                           High Criticality      High Criticality


                                                                    2
                              Low DEF,         • Variable indicating immediate customer
                                                   High DEF,
                                                 exposure post release
                            Low Criticality      Low Criticality
                                               • Number of releases/year * average number
                                                 of critical stakeholder visits/day
Low
                          Low                                       High
                                     Defect Exposure Factor (DEF)
Option D: Crowd testing integrated into overall test
strategy
• Organizations are maturing towards “shift left” approach to testing
        Focus on testing as early as possible in the life cycle

                          QE Approach                               QA Approach




Product Backlog                                  Sprint              Software –
                          Sprint Backlog
                                                                  working increment
 Identify QA skill sets                                          Execute End to end
                                  Automated acceptance
   needed and initial                                         regression testing prior to
                                testing /Functional testing
    effort estimate                                              production release
Crowd testing as part of overall testing strategy

  QE Approach         QA Approach

                                         Most matured state of
                       Automated      crowd testing – currently a
  Unit Testing         Regression       combination of domain
                        Testing       expert led testing and dog
                                               fooding
  Automated
                       Community
  Acceptance
                         Testing
    Testing

   Functional                               Best practice
     testing          Crowd Testing   organizations strive for an
  (automation)                         optimal combination of
                                        community and crowd
                                               testing
Advantages of integrated test strategy
• Crowd testing is now integrated into the overall testing flow
       The degree of testing needed can be varied in accordance to
        the overall release strategy and maturity of the testing
        organization


• In an ideal world, Crowd Testing will evolve into Community Testing


• However, for industries that are not as mature and for SMBs, the Risk
  and Priority based crowd testing option (Option C), is more optimal
Leveraging crowd for mobile testing

• Cost effective solution allowing apps to tested for
  different device combinations
   Commercial options like DeviceAnywhere are costlier


• Crowd testing also satisfies the geographic testing
  requirements of apps created for multiple markets


• Best practice organizations use a mix of crowd testing, emulators and
  actual devices as part of their mobile testing strategy
Discussion Contents

• Crowdsourced Testing: Relevance, Opportunity Areas & Pricing

• Leveraging Crowd Testing

• How the current Crowd Testing Market is playing out

• Future Trends & Implementation Guidelines
Crowd Testing: How the market is playing out
        Vertical integration by
        crowd testing players            Crowd testing
                                  3         1
Crowd testing by        2                                    1
traditional players                                              Crowd testing players are
                                                                 rapidly increasing their revenue
                            Traditional Testing


      Testing Revenue                               2
                                                         Traditional players respond by
                                                         offering crowd testing as well


                                  3
                                      Crowd testing players are differentiating by providing
                                      specialized services & getting into partnerships
Differentiation effort by Crowd testing players
• Crowd testing players are differentiating by providing more testing
  services, getting into partnerships & including non-testing services in
  portfolio
  Expansion of Services                         Partnerships
 • Offer testing across web, mobile        • Performance testing e.g., SOASTA
   and gaming industries
 • Specialized services like A/B testing   • Analytics e.g., Flurry
 • Usability testing
 • Leverage opportunities to move          • Automation e.g., AutomatedQA
   more towards Community testing
 • Defect Management services              • Traditional players e.g., TCL

   Non-testing Services
 • Expand to other crowd based options like feedback channels & idea platform
      Mob4Hire provides market survey services
Discussion Contents

• Crowdsourced Testing: Relevance, Opportunity Areas & Pricing

• Leveraging Crowd Testing

• How the current Crowd Testing Market is playing out

• Future Trends & Implementation Guidelines
Future Trends – Where are we heading?
• Pure-play crowd testing will no longer exist: vendors will differentiate the
  commoditized service offered
• Crowd testing will effectively be replaced by Community testing


• Integration with social media – becomes key influencer
    Special interest clubs, Facebook & Twitter groups help build knowledge
     and efficient hand-over across releases
    Customized Q&A sources like Quora and Aardvark will act as “virtual
     SMEs” for the testers


• Incentive model for the crowd changes
    Combination of money, social reputation enhancement and service credits
• Crowd testing becomes a marketing lever – testing is an opportunity for
  special interest social groups
How do I introduce crowd testing into my
organization – Implementation Guidelines
                      Step 1: Assess
                       high impact
                          areas &
                     initiate testing

          Step 4:
                                        Step 2: Make
          Review
                                              QA
       process and   Implementation       processes
       progress &      Guidelines          “crowd”
           make
                                         compatible
         changes

                      Step 3: Mature
                         towards
                       community
                         testing,
                     integrate social
                          media
Implementation Guidelines
Step 1: Assess high impact areas & initiate testing
 • Conduct portfolio analysis to identify high DEF, high priority areas
 • Initiate crowd testing for immediate benefits – be sure to reduce effort elsewhere
 • Watch out for security issues

Step 2: Make QA processes “crowd” compatible
 • Identify options to “shift-left” QA
 • Automate regression scenarios
 • Start building knowledge mgmnt framework to facilitate move to community testing
Step 3: Mature towards community testing, integrate social media
• Ensure integration with social media effort – start building focus groups & social clubs
• Determine maturity and availability of in-house and traditional testing vendor teams
• Leverage social media & existing team in the push to move from “crowd to community”

Step 4: Continuous review of process & progress; Make changes needed
• Review areas being tested, process initiatives and social media integration
• Make changes to roadmap if needed – quite volatile given the dynamic nature
• Keep Watching!
Summary
• Crowd testing is fast growing as a viable testing option
• It is predominantly used for testing applications, mobile devices and games
• Crowd testing is a complementary testing service – organizations need to
  integrate crowd testing as part of their overall test strategy
• As the market place becomes crowded, crowd testing players are
  differentiating by providing more testing services, getting into partnerships
  and including non-testing services as part of their portfolio
• In future, it is anticipated that organizations will leverage social media – ideal
  end state will be a complete transition to Community testing at the same cost
• Organizations can leverage the most out of crowd testing by implementing a
  continuous improvement plan focusing on prioritization, ensuring process
  compatibility and leveraging social media
     It pays, however, to continuously keep the Way of Testivus in mind
        “An imperfect test today is better than a perfect test someday”
Crowd sourced testing – An emerging business model




                      Reach me at:
                                   @manoj7698
                      http:everydaytesting.blogspot.com

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Star west 2011 manoj narayanan presentation 1.0

  • 1. Transitioning into an agile testing CROWDSOURCED TESTING organisation - AN EMERGING BUSINESS MODEL - A practitioner's framework Manoj Narayanan Director, Testing Services Cognizant Technology Solutions @manoj7698 http:everydaytesting.blogspot.com
  • 2. Discussion Contents • Crowdsourced Testing: Relevance, Opportunity Areas & Pricing • Leveraging Crowd Testing • How the current Crowd Testing Market is playing out • Future Trends & Implementation Guidelines
  • 3. What is Crowdsourcing? • Leveraging the power of global community to accomplish set business goals • Existed from the days of Mark Twain • Internet is the catalyst that triggered scale
  • 4. Crowdsourcing is fast becoming an omnipresent component of our lives Crowdsourced Testing! Competition Hub Idea Platform Service Bazaar Content Aggregator Finance Options Feedback Channels
  • 5. How is Crowdsourcing relevant for testing? • Testing validates that the final product meets the targeted quality standard • This necessitates testing a large number of intuitive as well as esoteric test scenarios • Crowd testing, in many cases, becomes a broad, but effective means to ensure this coverage From focused testing by individuals… ….to a “hit it all” approach by a crowd
  • 6. Crowd(sourced) Testing: Opportunity Areas Web Applications • UI testing of customer facing web applications • Specialized testing activities like A/B testing Mobile Testing • Leverage geographical spread of end-users • Use the different device combinations available by using a crowd Games Testing • Ensures all scenarios are covered – it takes a gamer to get them all! • Generates interest in product – social marketing!
  • 7. Crowd Testing: Pricing Models • Unit rate per defect identified  Slabs can be identified based on defect severity  There could be a cap on the overall price charged • Fixed price for agreed number of hours or releases of testing • A combination of Fixed Price and unit rate per defect identified • Of late, established vendors are offering a bundled rate by including crowd testing as part of the overall service portfolio
  • 8. Discussion Contents • Crowdsourced Testing: Relevance, Opportunity Areas & Pricing • Leveraging Crowd Testing • How the current Crowd Testing Market is playing out • Future Trends & Implementation Guidelines
  • 9. Crowd Testing: Challenges faced • Crowd testing is today used in both waterfall and agile scenarios Reqmnt Arch & Develop- Test- Release Gathering Design ment ing Waterfall Methodology Scrum Product Backlog Sprint Backlog Sprint Software – working increment
  • 10. Crowd Testing: Challenges faced Requirements Architecture Development Testing Release Gathering & Design Waterfall Methodology Scrum Thus, organizations need to adapt a strategy that blends traditional and crowd testing approaches to get the maximum ROI
  • 11. Leveraging Crowd Testing: Options Option B: Employ in Option A: Add-on testing specialized testing scenarios Fitting in Crowd Testing Option C: Risk and priority Option D: As part of based testing integrated test strategy
  • 12. Option A: Add-on testing • Use crowd testing as a complementary add-on prior to production release • Effective in catching UI and configuration defects • Suggested Variant: Can accommodate security concerns by leveraging bench strength of current vendor to do the crowd testing  VDI Access
  • 13. Option B: Employ in specialized testing scenarios • For Multivariate testing  Leverage end users - crowd - to decide website components that are to be retained • For performance testing  Simulating end-users through leveraging crowd  Both automated and manual options  Manual option might not be practical ?
  • 14. Option C: Risk and Priority based testing • Crowd test those applications with high DEF and high Criticality  Assists in prioritized use of budget High 1 Low DEF, High DEF, Application Criticality High Criticality High Criticality 2 Low DEF, • Variable indicating immediate customer High DEF, exposure post release Low Criticality Low Criticality • Number of releases/year * average number of critical stakeholder visits/day Low Low High Defect Exposure Factor (DEF)
  • 15. Option D: Crowd testing integrated into overall test strategy • Organizations are maturing towards “shift left” approach to testing  Focus on testing as early as possible in the life cycle QE Approach QA Approach Product Backlog Sprint Software – Sprint Backlog working increment Identify QA skill sets Execute End to end Automated acceptance needed and initial regression testing prior to testing /Functional testing effort estimate production release
  • 16. Crowd testing as part of overall testing strategy QE Approach QA Approach Most matured state of Automated crowd testing – currently a Unit Testing Regression combination of domain Testing expert led testing and dog fooding Automated Community Acceptance Testing Testing Functional Best practice testing Crowd Testing organizations strive for an (automation) optimal combination of community and crowd testing
  • 17. Advantages of integrated test strategy • Crowd testing is now integrated into the overall testing flow  The degree of testing needed can be varied in accordance to the overall release strategy and maturity of the testing organization • In an ideal world, Crowd Testing will evolve into Community Testing • However, for industries that are not as mature and for SMBs, the Risk and Priority based crowd testing option (Option C), is more optimal
  • 18. Leveraging crowd for mobile testing • Cost effective solution allowing apps to tested for different device combinations  Commercial options like DeviceAnywhere are costlier • Crowd testing also satisfies the geographic testing requirements of apps created for multiple markets • Best practice organizations use a mix of crowd testing, emulators and actual devices as part of their mobile testing strategy
  • 19. Discussion Contents • Crowdsourced Testing: Relevance, Opportunity Areas & Pricing • Leveraging Crowd Testing • How the current Crowd Testing Market is playing out • Future Trends & Implementation Guidelines
  • 20. Crowd Testing: How the market is playing out Vertical integration by crowd testing players Crowd testing 3 1 Crowd testing by 2 1 traditional players Crowd testing players are rapidly increasing their revenue Traditional Testing Testing Revenue 2 Traditional players respond by offering crowd testing as well 3 Crowd testing players are differentiating by providing specialized services & getting into partnerships
  • 21. Differentiation effort by Crowd testing players • Crowd testing players are differentiating by providing more testing services, getting into partnerships & including non-testing services in portfolio Expansion of Services Partnerships • Offer testing across web, mobile • Performance testing e.g., SOASTA and gaming industries • Specialized services like A/B testing • Analytics e.g., Flurry • Usability testing • Leverage opportunities to move • Automation e.g., AutomatedQA more towards Community testing • Defect Management services • Traditional players e.g., TCL Non-testing Services • Expand to other crowd based options like feedback channels & idea platform  Mob4Hire provides market survey services
  • 22. Discussion Contents • Crowdsourced Testing: Relevance, Opportunity Areas & Pricing • Leveraging Crowd Testing • How the current Crowd Testing Market is playing out • Future Trends & Implementation Guidelines
  • 23. Future Trends – Where are we heading? • Pure-play crowd testing will no longer exist: vendors will differentiate the commoditized service offered • Crowd testing will effectively be replaced by Community testing • Integration with social media – becomes key influencer  Special interest clubs, Facebook & Twitter groups help build knowledge and efficient hand-over across releases  Customized Q&A sources like Quora and Aardvark will act as “virtual SMEs” for the testers • Incentive model for the crowd changes  Combination of money, social reputation enhancement and service credits • Crowd testing becomes a marketing lever – testing is an opportunity for special interest social groups
  • 24. How do I introduce crowd testing into my organization – Implementation Guidelines Step 1: Assess high impact areas & initiate testing Step 4: Step 2: Make Review QA process and Implementation processes progress & Guidelines “crowd” make compatible changes Step 3: Mature towards community testing, integrate social media
  • 25. Implementation Guidelines Step 1: Assess high impact areas & initiate testing • Conduct portfolio analysis to identify high DEF, high priority areas • Initiate crowd testing for immediate benefits – be sure to reduce effort elsewhere • Watch out for security issues Step 2: Make QA processes “crowd” compatible • Identify options to “shift-left” QA • Automate regression scenarios • Start building knowledge mgmnt framework to facilitate move to community testing Step 3: Mature towards community testing, integrate social media • Ensure integration with social media effort – start building focus groups & social clubs • Determine maturity and availability of in-house and traditional testing vendor teams • Leverage social media & existing team in the push to move from “crowd to community” Step 4: Continuous review of process & progress; Make changes needed • Review areas being tested, process initiatives and social media integration • Make changes to roadmap if needed – quite volatile given the dynamic nature • Keep Watching!
  • 26. Summary • Crowd testing is fast growing as a viable testing option • It is predominantly used for testing applications, mobile devices and games • Crowd testing is a complementary testing service – organizations need to integrate crowd testing as part of their overall test strategy • As the market place becomes crowded, crowd testing players are differentiating by providing more testing services, getting into partnerships and including non-testing services as part of their portfolio • In future, it is anticipated that organizations will leverage social media – ideal end state will be a complete transition to Community testing at the same cost • Organizations can leverage the most out of crowd testing by implementing a continuous improvement plan focusing on prioritization, ensuring process compatibility and leveraging social media It pays, however, to continuously keep the Way of Testivus in mind “An imperfect test today is better than a perfect test someday”
  • 27. Crowd sourced testing – An emerging business model Reach me at: @manoj7698 http:everydaytesting.blogspot.com