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The SoLoMo Revolution
And The Resulting Tectonic Shift In Testing
                                                          |
Matt Johnston | @matjohnston | CMO @ uTest | March 2012
The Challenge

   SoLoMo
   Huh?




                |
                    2
SoLoMo Breakdown




 So Lo Mo
       Social                                     Local                             Mobile




                                                                                             |
  In-The-Wild Testing for Functional + Security + Load + Usability + Localization                3
SoLoMo Coming Fast

 In the past six months…




                                                                                    |
  In-The-Wild Testing for Functional + Security + Load + Usability + Localization       4
QA Leaders Better Sit Down

  • Media & analysts aren’t the only ones talking about it
       –   Marketing
       –   Product
       –   Engineering
       –   IT
       –   Sales
       –   C-suite
  • Want a seat at the table?
       –   Get informed
       –   Get involved
       –   Develop an opinion
       –   Advocate strongly




                                                                                    |
  In-The-Wild Testing for Functional + Security + Load + Usability + Localization       5
The Challenge

   Trends In
   Social Apps




                 |
                     6
Not Just For B2C Anymore

• The social revolution isn’t coming… it’s here
    – Nothing is disconnected
    – No industry is immune
• The stats on social media adoption in Fortune 500 firms:
    –   77% integrate Twitter
    –   84% incorporate LinkedIn
    –   93% utilize Facebook
    –   57% publish on YouTube
• Gartner: By 2016, social
  integrated w/ nearly all apps
    – Websites & apps
    – Mobile apps & mobile web
    – Desktop clients



                                                                                    |
  In-The-Wild Testing for Functional + Security + Load + Usability + Localization       7
Goes Soooo Much Further




                                                                                    |
  In-The-Wild Testing for Functional + Security + Load + Usability + Localization       8
The Challenge

   Trends In
   Local Apps




                |
                    9
Not Just For Marketing

• Businesses use location for more than just marketing
• Growing trend toward location-based intelligence in apps
    – Asset tracking
    – Maps & directions
    – Location finders
    – Check-in services
    – Geo-based personalization
    – Location-based ads




                                                                                    |
  In-The-Wild Testing for Functional + Security + Load + Usability + Localization       10
Increasing Granularity

  Good news for users (and marketers)… good luck to testers.




                                                                                    |
  In-The-Wild Testing for Functional + Security + Load + Usability + Localization       11
The Challenge

   Trends In
   Mobile Apps




                 |
                     12
Mobile Apps Boom Market
• ABI: mobile revenues will hit $133 billion in 2014
• B2B mobility no longer just for email
    –   Business apps: CRM, ERP, HR systems
    –   Productivity apps: docs, spreadsheets, presentations
    –   Collaboration apps: email, IM, publishing
    –   Medical apps: health records, patient education
• B2C mobility growth even steeper
    –   Retail: location-intelligent m-commerce
    –   Media: magazines & newspapers going purely digital
    –   Travel: mobile bookings, check-ins, maps, deals
    –   Education: tablets in every classroom
    –   Healthcare: patient records, physician notes
    –   Social: no explanation required
    –   Gaming: ditto


                                                                                     |
   In-The-Wild Testing for Functional + Security + Load + Usability + Localization       13
Mobile’s Just Getting Started




                                                                                    |
  In-The-Wild Testing for Functional + Security + Load + Usability + Localization       14
Did I Mention…




                                                                                    |
  In-The-Wild Testing for Functional + Security + Load + Usability + Localization       15
Psst… It’s Not Just Mobile

  • Smartphones & tablets make QA immeasurably tougher
  • Now imagine a whole world of apps:


                        E-Readers
                           Cars
                    Household Appliances




                              Smart Homes
                            Gaming Consoles
                             Connected TVs                                          |
  In-The-Wild Testing for Functional + Security + Load + Usability + Localization       16
The Challenge

   SoLoMo Impact
   On Testing




                   |
                       17
Brave New World




   • Impact on design, dev & IT well-recognized & resourced
   • Sadly, but not at all surprisingly, not true for testing
         – Want proof? Specialized designers & devs… but who tests?
                                                                                    |
  In-The-Wild Testing for Functional + Security + Load + Usability + Localization       18
Social: Impact On Testing

• Social presents functional test challenges
    – Testing code & integrations that aren’t yours…
    – That constantly changes…
    – And you get the blame
• As well as security & privacy pitfalls
    – Internally, a channel for spam, malware and data breaches
    – Confidential data may be posted and trigger regulatory penalties
    – Externally, increasingly used for user authentication on your products




                                                                                     |
   In-The-Wild Testing for Functional + Security + Load + Usability + Localization       19
Social: Impact On Testing

• New challenges include how will you:
    – Regression test multiple social integrations for web & mobile apps?
    – Write (and execute) test cases with zero visibility into social’s roadmaps?
    – Automate anything?
    – Test sharing/liking in a QA environment without publishing via social?
    – Test your social footprint?
          - FB page (and apps)
          - LinkedIn page
          - Twitter page
    – Ensure security/privacy if you enable users to use social sign-on?




                                                                                     |
   In-The-Wild Testing for Functional + Security + Load + Usability + Localization       20
Local: Impact On Testing

                                              • Not just a mobile problem
                                                    – Localization testing
                                                    – Geo-based personalization
                                              • But it is a mobile problem too
                                                    – Apps used outside the confines of the
                                                      QA lab, under in-the-wild conditions
                                              • Impossible to test effectively from
                                                only inside the lab




                                                                                         |
  In-The-Wild Testing for Functional + Security + Load + Usability + Localization             21
Local: Impact On Testing

                                              • New challenges include, how will you:
                                                    – Replicate location (answer: you don’t)
                                                    – Test in NYC, SF, LA, DFW, CHI?
                                                    – Test abroad
                                                          - SIM cards
                                                          - Carriers
                                                    – Test GPS-based intelligence?
                                                    – Test IP-based localization?




                                                                                          |
  In-The-Wild Testing for Functional + Security + Load + Usability + Localization              22
Mobile: Impact On Testing

• New challenges include how will you:
   – Native apps: Test across ever-changing OS, devices and carriers?
   – Mobile web: Test across wide range of OS and mobile browsers?
   – Either way, how does your testing replicate real-world conditions
         - Specific and varied locales
         - Tower-to-tower hopping
         - Roaming
         - Low battery
         - Touch screen actions (pinch, swipe, pan, etc)
         - Portrait vs. landscape
         - Display definition




                                                                                    |
  In-The-Wild Testing for Functional + Security + Load + Usability + Localization       23
Mobile: Impact On Testing

• Mobile web vs. native apps
   –   2009: 5-horse race
   –   2010: 4-horse race
   –   2011: 2-horse race (depending upon your industry)
   –   2012: 3 horses (including HTML5-driven mobile web)




                                                                                    |
  In-The-Wild Testing for Functional + Security + Load + Usability + Localization       24
F|R|A|G|M|E|N|T|E|D

• Android alone (and that’s only by OS version)




                                                                                    |
  In-The-Wild Testing for Functional + Security + Load + Usability + Localization       25
Mobile Testing Landscape

• Form factors matter again
   – Phones (feature & smart)
   – Tablets
   – Hybrids
• Prohibitive HW & SW costs
• Here we go again
   – Late-90s web, part deux
         -   Lack of mature tools
         -   Lack of usability standards
         -   Lack of security standards
         -   Extremely fluid landscape




                                                                                    |
  In-The-Wild Testing for Functional + Security + Load + Usability + Localization       26
Multiple Launch Schedules

  Multiple products, roadmaps & launch schedules




                                                                                    |
  In-The-Wild Testing for Functional + Security + Load + Usability + Localization       27
Test Coverage

Web Testing Matrix Is Tough




 Features




                               OS & Browser

                                                                                    |
  In-The-Wild Testing for Functional + Security + Load + Usability + Localization       28
Test Coverage

Mobile Testing Matrix Is Insane




 Features




                                          Handset Makers
                                OS & Browser & Models

                                                                                    |
  In-The-Wild Testing for Functional + Security + Load + Usability + Localization       29
Test Coverage

Mobile Testing Matrix Is Insane




 Features




                                                         Wireless
                                          Handset Makers Carriers
                                OS & Browser & Models

                                                                                    | 30
  In-The-Wild Testing for Functional + Security + Load + Usability + Localization
Test Coverage

Mobile Testing Matrix Is Insane




 Features



                                                                                     Location
                                                          Wireless
                                           Handset Makers Carriers
                                 OS & Browser & Models

                                                                                                | 31
   In-The-Wild Testing for Functional + Security + Load + Usability + Localization
Increasingly Complex Testing

• The laughably simplistic notion of a “test matrix”




                                                                                    |
  In-The-Wild Testing for Functional + Security + Load + Usability + Localization       32
The Challenge

   Ummmm…
   So What Do We Do?




                       |
                           33
Sufficiently Freaked Out?!?

• Don’t be… the good news is that testing ain’t dead!
   – Chance for QA leaders to step up…
   – To lead the charge…
   – To defend users and app quality




                                                                                    |
  In-The-Wild Testing for Functional + Security + Load + Usability + Localization       34
…And The Bad News…

• You should be scared… need to completely re-think testing
   – Can’t automate our way out of this
   – Can’t hire or train our way out
   – Can’t solve this problem from soley within the lab
• More distributed problem than ever before
   – Need a new testing mindset
   – Need to bridge the growing gap
         - Between testing & users
         - Between artificial and real
         - Between in-the-lab & in-the-wild testing




                                                                                    |
  In-The-Wild Testing for Functional + Security + Load + Usability + Localization       35
Lab-Based Testing Innovation

                          Manual vs.
                          Automation                            Managing vs.
                                                               Leading Teams
                    In-House vs.
                     Outsourced                             Agile vs.
                                                            Waterfall

                          Exploratory vs.                             Testers vs.
                           Test Cases                                  Engineers

                                                   Offshore vs.
                                                   Nearshore

                                                                                    |
  In-The-Wild Testing for Functional + Security + Load + Usability + Localization       36
Users Work & Live In The Wild



  I n
The
                                                        Wi l
  In-The-Wild Testing for Functional + Security + Load + Usability + Localization
                                                                                    |
                                                                                        37
To Make Matters Worse

• Users are less tolerant of quality failures
• Social media & app stores give everyone a megaphone




• And their problem… is your problem
                                                                                    |
  In-The-Wild Testing for Functional + Security + Load + Usability + Localization       38
The Challenge

   A Call To Action For
   Test Leaders (Two, Actually)




                            |
                                39
1. Look Beyond The Lab

• Yes, keep testing in-the lab
   –   Keep training in-house
   –   Keep outsourcing
   –   Keep automating
   –   Keep innovating
• Recognize it will never again be sufficient on its own
• Build your company’s plan for testing in-the-wild
   – Real-world conditions: Live testers, real devices, imperfect connectivity
   – Mirror your user base
         - Technologically: OS, browser, anti-virus, device, carrier
         - Geographically: Continent, country, city, language
         - Demographically: Age, gender, education, employment, industry, hobby
• In-house QA leadership is vitally important
   – You have the business and product context
   – You know what your firm cares about
   – You need to be the orchestrator who leads this symphony
         - What to test in the wild, how to test in the wild, holistic test planning
                                                                                       |
  In-The-Wild Testing for Functional + Security + Load + Usability + Localization          40
2. Be The Voice For QA
  • SoLoMo is coming – with or without QA’s buy-in
  • Want QA to be heard? Want quality to be built in?
       –   Don’t wait: No one else is coming to the rescue
       –   Get informed: Develop an thoughtful opinion
       –   Get involved: Find out when/where decisions are being made
       –   Be proactive: Build a plan for quality from the ground up
       –   Be protective: You’re a protector of the user… of the brand




                                                                                    |
  In-The-Wild Testing for Functional + Security + Load + Usability + Localization       41
The Challenge

   SoLoMoWoSto
   A Few Stories (if there’s time)




                              |
                                  42
The Challenge

   Questions?
   Answers.




   Matt Johnston | CMO @ uTest
   mattj@utest.com | @matjohnston
                                    |
                                        43

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uTest STPcon spring 2012 presentation

  • 1. The SoLoMo Revolution And The Resulting Tectonic Shift In Testing | Matt Johnston | @matjohnston | CMO @ uTest | March 2012
  • 2. The Challenge SoLoMo Huh? | 2
  • 3. SoLoMo Breakdown So Lo Mo Social Local Mobile | In-The-Wild Testing for Functional + Security + Load + Usability + Localization 3
  • 4. SoLoMo Coming Fast In the past six months… | In-The-Wild Testing for Functional + Security + Load + Usability + Localization 4
  • 5. QA Leaders Better Sit Down • Media & analysts aren’t the only ones talking about it – Marketing – Product – Engineering – IT – Sales – C-suite • Want a seat at the table? – Get informed – Get involved – Develop an opinion – Advocate strongly | In-The-Wild Testing for Functional + Security + Load + Usability + Localization 5
  • 6. The Challenge Trends In Social Apps | 6
  • 7. Not Just For B2C Anymore • The social revolution isn’t coming… it’s here – Nothing is disconnected – No industry is immune • The stats on social media adoption in Fortune 500 firms: – 77% integrate Twitter – 84% incorporate LinkedIn – 93% utilize Facebook – 57% publish on YouTube • Gartner: By 2016, social integrated w/ nearly all apps – Websites & apps – Mobile apps & mobile web – Desktop clients | In-The-Wild Testing for Functional + Security + Load + Usability + Localization 7
  • 8. Goes Soooo Much Further | In-The-Wild Testing for Functional + Security + Load + Usability + Localization 8
  • 9. The Challenge Trends In Local Apps | 9
  • 10. Not Just For Marketing • Businesses use location for more than just marketing • Growing trend toward location-based intelligence in apps – Asset tracking – Maps & directions – Location finders – Check-in services – Geo-based personalization – Location-based ads | In-The-Wild Testing for Functional + Security + Load + Usability + Localization 10
  • 11. Increasing Granularity Good news for users (and marketers)… good luck to testers. | In-The-Wild Testing for Functional + Security + Load + Usability + Localization 11
  • 12. The Challenge Trends In Mobile Apps | 12
  • 13. Mobile Apps Boom Market • ABI: mobile revenues will hit $133 billion in 2014 • B2B mobility no longer just for email – Business apps: CRM, ERP, HR systems – Productivity apps: docs, spreadsheets, presentations – Collaboration apps: email, IM, publishing – Medical apps: health records, patient education • B2C mobility growth even steeper – Retail: location-intelligent m-commerce – Media: magazines & newspapers going purely digital – Travel: mobile bookings, check-ins, maps, deals – Education: tablets in every classroom – Healthcare: patient records, physician notes – Social: no explanation required – Gaming: ditto | In-The-Wild Testing for Functional + Security + Load + Usability + Localization 13
  • 14. Mobile’s Just Getting Started | In-The-Wild Testing for Functional + Security + Load + Usability + Localization 14
  • 15. Did I Mention… | In-The-Wild Testing for Functional + Security + Load + Usability + Localization 15
  • 16. Psst… It’s Not Just Mobile • Smartphones & tablets make QA immeasurably tougher • Now imagine a whole world of apps: E-Readers Cars Household Appliances Smart Homes Gaming Consoles Connected TVs | In-The-Wild Testing for Functional + Security + Load + Usability + Localization 16
  • 17. The Challenge SoLoMo Impact On Testing | 17
  • 18. Brave New World • Impact on design, dev & IT well-recognized & resourced • Sadly, but not at all surprisingly, not true for testing – Want proof? Specialized designers & devs… but who tests? | In-The-Wild Testing for Functional + Security + Load + Usability + Localization 18
  • 19. Social: Impact On Testing • Social presents functional test challenges – Testing code & integrations that aren’t yours… – That constantly changes… – And you get the blame • As well as security & privacy pitfalls – Internally, a channel for spam, malware and data breaches – Confidential data may be posted and trigger regulatory penalties – Externally, increasingly used for user authentication on your products | In-The-Wild Testing for Functional + Security + Load + Usability + Localization 19
  • 20. Social: Impact On Testing • New challenges include how will you: – Regression test multiple social integrations for web & mobile apps? – Write (and execute) test cases with zero visibility into social’s roadmaps? – Automate anything? – Test sharing/liking in a QA environment without publishing via social? – Test your social footprint? - FB page (and apps) - LinkedIn page - Twitter page – Ensure security/privacy if you enable users to use social sign-on? | In-The-Wild Testing for Functional + Security + Load + Usability + Localization 20
  • 21. Local: Impact On Testing • Not just a mobile problem – Localization testing – Geo-based personalization • But it is a mobile problem too – Apps used outside the confines of the QA lab, under in-the-wild conditions • Impossible to test effectively from only inside the lab | In-The-Wild Testing for Functional + Security + Load + Usability + Localization 21
  • 22. Local: Impact On Testing • New challenges include, how will you: – Replicate location (answer: you don’t) – Test in NYC, SF, LA, DFW, CHI? – Test abroad - SIM cards - Carriers – Test GPS-based intelligence? – Test IP-based localization? | In-The-Wild Testing for Functional + Security + Load + Usability + Localization 22
  • 23. Mobile: Impact On Testing • New challenges include how will you: – Native apps: Test across ever-changing OS, devices and carriers? – Mobile web: Test across wide range of OS and mobile browsers? – Either way, how does your testing replicate real-world conditions - Specific and varied locales - Tower-to-tower hopping - Roaming - Low battery - Touch screen actions (pinch, swipe, pan, etc) - Portrait vs. landscape - Display definition | In-The-Wild Testing for Functional + Security + Load + Usability + Localization 23
  • 24. Mobile: Impact On Testing • Mobile web vs. native apps – 2009: 5-horse race – 2010: 4-horse race – 2011: 2-horse race (depending upon your industry) – 2012: 3 horses (including HTML5-driven mobile web) | In-The-Wild Testing for Functional + Security + Load + Usability + Localization 24
  • 25. F|R|A|G|M|E|N|T|E|D • Android alone (and that’s only by OS version) | In-The-Wild Testing for Functional + Security + Load + Usability + Localization 25
  • 26. Mobile Testing Landscape • Form factors matter again – Phones (feature & smart) – Tablets – Hybrids • Prohibitive HW & SW costs • Here we go again – Late-90s web, part deux - Lack of mature tools - Lack of usability standards - Lack of security standards - Extremely fluid landscape | In-The-Wild Testing for Functional + Security + Load + Usability + Localization 26
  • 27. Multiple Launch Schedules Multiple products, roadmaps & launch schedules | In-The-Wild Testing for Functional + Security + Load + Usability + Localization 27
  • 28. Test Coverage Web Testing Matrix Is Tough Features OS & Browser | In-The-Wild Testing for Functional + Security + Load + Usability + Localization 28
  • 29. Test Coverage Mobile Testing Matrix Is Insane Features Handset Makers OS & Browser & Models | In-The-Wild Testing for Functional + Security + Load + Usability + Localization 29
  • 30. Test Coverage Mobile Testing Matrix Is Insane Features Wireless Handset Makers Carriers OS & Browser & Models | 30 In-The-Wild Testing for Functional + Security + Load + Usability + Localization
  • 31. Test Coverage Mobile Testing Matrix Is Insane Features Location Wireless Handset Makers Carriers OS & Browser & Models | 31 In-The-Wild Testing for Functional + Security + Load + Usability + Localization
  • 32. Increasingly Complex Testing • The laughably simplistic notion of a “test matrix” | In-The-Wild Testing for Functional + Security + Load + Usability + Localization 32
  • 33. The Challenge Ummmm… So What Do We Do? | 33
  • 34. Sufficiently Freaked Out?!? • Don’t be… the good news is that testing ain’t dead! – Chance for QA leaders to step up… – To lead the charge… – To defend users and app quality | In-The-Wild Testing for Functional + Security + Load + Usability + Localization 34
  • 35. …And The Bad News… • You should be scared… need to completely re-think testing – Can’t automate our way out of this – Can’t hire or train our way out – Can’t solve this problem from soley within the lab • More distributed problem than ever before – Need a new testing mindset – Need to bridge the growing gap - Between testing & users - Between artificial and real - Between in-the-lab & in-the-wild testing | In-The-Wild Testing for Functional + Security + Load + Usability + Localization 35
  • 36. Lab-Based Testing Innovation Manual vs. Automation Managing vs. Leading Teams In-House vs. Outsourced Agile vs. Waterfall Exploratory vs. Testers vs. Test Cases Engineers Offshore vs. Nearshore | In-The-Wild Testing for Functional + Security + Load + Usability + Localization 36
  • 37. Users Work & Live In The Wild I n The Wi l In-The-Wild Testing for Functional + Security + Load + Usability + Localization | 37
  • 38. To Make Matters Worse • Users are less tolerant of quality failures • Social media & app stores give everyone a megaphone • And their problem… is your problem | In-The-Wild Testing for Functional + Security + Load + Usability + Localization 38
  • 39. The Challenge A Call To Action For Test Leaders (Two, Actually) | 39
  • 40. 1. Look Beyond The Lab • Yes, keep testing in-the lab – Keep training in-house – Keep outsourcing – Keep automating – Keep innovating • Recognize it will never again be sufficient on its own • Build your company’s plan for testing in-the-wild – Real-world conditions: Live testers, real devices, imperfect connectivity – Mirror your user base - Technologically: OS, browser, anti-virus, device, carrier - Geographically: Continent, country, city, language - Demographically: Age, gender, education, employment, industry, hobby • In-house QA leadership is vitally important – You have the business and product context – You know what your firm cares about – You need to be the orchestrator who leads this symphony - What to test in the wild, how to test in the wild, holistic test planning | In-The-Wild Testing for Functional + Security + Load + Usability + Localization 40
  • 41. 2. Be The Voice For QA • SoLoMo is coming – with or without QA’s buy-in • Want QA to be heard? Want quality to be built in? – Don’t wait: No one else is coming to the rescue – Get informed: Develop an thoughtful opinion – Get involved: Find out when/where decisions are being made – Be proactive: Build a plan for quality from the ground up – Be protective: You’re a protector of the user… of the brand | In-The-Wild Testing for Functional + Security + Load + Usability + Localization 41
  • 42. The Challenge SoLoMoWoSto A Few Stories (if there’s time) | 42
  • 43. The Challenge Questions? Answers. Matt Johnston | CMO @ uTest mattj@utest.com | @matjohnston | 43