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Test Management: All you need to know

Disha Thakkar
August 4, 2021
Banner Test Management All You Need to Know

What is test management?

Test management is the process of organizing and managing testing activities in order to ensure that the software application is tested thoroughly. To create a high-quality software application, the method entails planning, controlling, ensuring traceability, and visibility of the testing process. It makes sure that the software testing process goes smoothly.

Teams can ensure that they are generating the best products possible while making the most of their limited resources by using well-planned and well-managed testing methods. The need for highly developed test management systems is growing as software vendors compete to deliver the functional solutions in the shortest amount of time. The test management process has become the focus of attention as testing teams work with development teams to release finished products within tighter deadlines.

Now that we have a brief idea about what test management entails and its importance, let’s deep dive into the test management process.

What are the processes involved in test management?

The Test Management Process is a method for overseeing software testing activities from start to finish. Throughout the project cycle, the test management process includes planning, controlling, tracking, and monitoring functions. Several actions are included in the process, including test planning, design, and execution. The software testing process is given an initial plan and discipline.

1. Requirements

This is the first step in the test management process. An analysis of functional and non-functional needs, such as business requirements, risks, and possible solutions, is carried out during this phase, which leads to an SDLC. The requirements also cover the test strategy where elements such as methodology (Agile methodology or SCRUM), integration procedures, mandatory and optional standards, tools, retesting and regression are discussed.

This phase will evaluate the project’s usability, testability, performance, security, and scalability and maintenance. During the same phase, the test team analyses the requirements for the creation of tests, before setting priorities.

Requirements in Test Management

Your test management will store all the requirements in form of user stories which can then be referred to by test authors. Based on these user stories, test cases will be created and ensure that you get maximum test coverage against the listed requirements.

2. Test Plan

The planning step entails determining the test phase’s broad direction and objective, as well as the specifics of why, when, and where to test. When a test motivator is present, such as a specific need that must be validated, tests are produced.

A test plan is a document that describes the scope, approach, resources, and schedule for the testing activities that will be performed.

Without a thorough Test Plan, a project may fail. In the development of large software systems, test planning is especially critical.

Test Plan in Test Management

In the test management, for a test plan following testing information are captured for an impending testing effort:

  • Release cycle/Sprint
  • Test Objective
  • Exit /Suspension Criteria
  • Resource Planning – Assign test cases to testers
  • Test Deliverables

3. Test Case

The test team will begin developing test cases and preparing test data in conjunction with the test planning document. For each requirement, both negative and positive test cases will be needed. A test case explains the steps involved in testing any component or module, as well as the expected and actual outcomes.

Let’s look at the components of a test case.

  1. An ID: it is a unique way to identify a test case.
  2. Title or brief description: A quick way to grasp the software activity in issue by using the title or a brief description.
  3. Requirement and/or test: What is the broader scenario and requirement that this test case covers?
  4. Remarks/Notes: Free-form feedback on the test case.
  5. Script: The exact steps to run the test.

Test Cases in Test Management

With the Test Cases Module in test management, you can:

  • Organize test cases into folders and sub folders
  • Add and Edit test cases manually
  • Import test cases from Excel and Jira
  • Execute test cases for ad-hoc testing
  • View status of individual test cases
  • Link relevant requirements to test cases

4. Test Execution

During execution stage, the test cases are run in logical sets, which are referred to as a test suite. The software/hardware under test is tested against a known configuration and/or a test environment. It’s crucial to keep track of the configuration so that you can repeat the tests later. During the execution phase, monitoring and control are essential.

Test Executions in Test Management

In Test management, Test Execution screen is used for performing Manual Testing and scheduling Automation Testing by QA teams. Capture executions for different platforms and mark the run results in test execution. For better planning, teams can view Execution Time and Remaining Time from Test Execution.

5. Monitoring

Monitoring is the process of collecting, recording, and reporting information on a project’s activities that the project manager and stakeholders require.

Monitoring in Test Management

To keep an eye on things, the Test Manager performs the following tasks.

  • Define the project’s aim, or the performance standard for the project.
  • Observe the project’s progress and make a comparison between the actual and expected results.
  • Record and report any detected problem which happens to the project

6. Controlling

Project control is the process of bringing actual performance to intended performance by analysing data from monitoring activities.

Controlling in Test Management

The test manager takes steps to correct the deviations from the plan in this step. In some cases, the plan must be tweaked to fit the project’s conditions.

If the actual and intended outcomes do not match during execution, the tester reports the bug(s) to the developer for rectification. A comprehensive defect life cycle should be followed when reporting and fixing bugs.

7. Issue Management

Project management entails risk analysis and finding solutions for the same. All projects might have some potential risks.

There will always be an unforeseen number of difficulties and questions during the project life cycle. Consider the following scenario:

  • The organization reduces the project’s budget.
  • The project team does not have the necessary skills to finish the job.
  • The team’s project timeline is too tight to meet the deadline.

Efficient issue management is critical to achieve the desired outcome from the project.

Issue Management in Test Management

Users can perform the following tasks in the Issue module in test management tool:

  • Manage Issue in test management
  • Create, view, and modify issues. Create custom fields to customize details as per your business needs.
  • Issues can be logged from the test execution screen.

8. Test Reports

Once the testing process is complete, it’s time to look back at the work the team has done.

The test report aids in determining test coverage, and process improvements. Test reporting allows the testing team to assess testing efforts and share test results with all stakeholders. The goal of this is to determine the present status of project testing, as well as to provide information about the application’s overall quality.

Test Reports in Test Management

Test management reports give real-time visibility for test quality across projects and teams. You can release confidently on schedule by measuring and monitoring test activities through reports like Traceability report, Reusability report, Coverage report and more.

Test Management Tools: Overview

The process of taking your project’s requirements, creating a test plan, developing tests, planning test activities, and capturing the results is known as test management.

Test management software is used to keep track of how testing will be carried out, organize testing operations, and report on the status of quality assurance activities.

Different approaches to testing are used by the tools, resulting in a diverse range of features. In general, they’re used to keep track of and organize manual testing, run or gather execution data from automated tests, manage multiple environments, and record defect information.

Test management solutions have the potential to streamline the testing process by providing quick access to data analysis, collaborative tools, and cross-project communication. Many test management platforms provide requirements management features, which make it easier to develop test cases based on the requirements. Tracking of defects and project tasks are done within one application to further simplify the testing.

Why do you need test management tools?

The key advantage of using test management tools is that they speed up the testing process and result in a better product. They’re also necessary for keeping the entire cost of testing under control by utilizing automation testing to ensure that the process runs smoothly.

Here are the specific ways that test management tools benefit test execution workflows:

  • They provide a clearer view of the system being tested, allowing you to keep the entire process on track and coordinate test activity.
  • By facilitating cooperation, communication, and data analysis, they aid in the fine-tuning of the testing process.
  • They keep track of activities, problems, and test results in a single application, making the process easier.
  • They are scalable and can be used as testing activities become larger and more complex.
  • As you can see, test management solutions are quite beneficial in fine-tuning the software testing process. Now let’s look at some crucial characteristics of a top-notch test management tool.

Top features to look for in test management tools

1. Collaboration

As a result of the increased collaboration in DevOps, traditionally compartmentalized teams are constantly seeking for new ways to improve communication. One way to accomplish this is to save projects on the cloud, which allows even geographically dispersed employees to collaborate on the same page.

All testing assets must be accessible in one central location. Testing metrics, reports, data, and other mission-critical information concerning sprints and releases are all part of this. A test management tool with these qualities not only fosters a collaborative culture but provides a clear path from requirement to test case, defect, and repeated test cycles, with a record of the tests run and who was accountable for them.

2. Intuitive and Productive

You already know how crucial it is to have a clear, pleasant, and straightforward user experience if you’re developing an app. Your engineers and team members will appreciate being able to look at the UI UX and know exactly where everything is, how to access common functions, and where their most critical data is stored.

By providing a user-friendly interface and flexible integrations, test management tools help agile teams save time and effort. Test engineers should be able to quickly create test cases and report on their outcomes.

You should be able to organize your tests with good test management software. This entails determining how the testing and development teams will carry out test plans and suites. Test management tools should aid in every step of the process, from ensuring that testing runs smoothly to assisting with planning and management issues as they arise.

An intuitive UI facilitates easy access to information for QA teams while organization enables testers to never miss a single detail in the testing process making them productive and efficient.

3. Support Test Automation

Software development processes have benefited greatly from the use of testing automation. Manually running regression tests, for example, that need to be recycled at different stages, meant a lot of repetition and a lot of chance for error.

The ability to run test cases automatically, either on a predetermined cycle or as needed, saves QA teams a substantial amount of time, effort, and money, resulting in a faster time to market.

This is why integration with automation is such an important feature of a good test management tool. A test management strategy’s ability to operate seamlessly with automation tools as well as popular software development suites can make or break it. Manual testing is by no means on its way out, but automated testing is undoubtedly on its way in, and developers need test management tools that can support it. Test management tools import test results from automation tools/frameworks such as Selenium, JUnit, QMetry Automation Studio. The results are then meaningfully represented in form of test reports to get the overall understanding of the project quality.

4. DevOps Integration

Businesses are becoming more customer-focused and committed to delivering solutions faster. However, with this “Need for Speed,” there is a significant possibility of quality degradation. Continuous testing is possible with Agile and DevOps-ready technologies. To meet the demand for faster releases with improved quality, teams desire modern, scalable, and most importantly flexible tools.

There is no single tool that can handle all of these duties. As a result, many tools in the DevOps (CI/CD) pipeline must function in unison to achieve the Continuous Testing “High Speed with Quality” objectives.

Look for an enterprise test management platform that interacts with CI/CD tools such as Jenkins, Bamboo, Bitbucket, Jira, and other tools, since this will allow you to automatically sync and execute tests on a regular basis. In order to optimize build release cycles and deployment automation, see if they interact seamlessly with Continuous Integration (CI) systems like Jenkins and Bamboo.

5. End-to-End Traceability

The ability to track every piece of work and every change performed with testing software is invaluable. Tracking and traceability should be supported by test management tools, providing team accountability while also collecting important data that may be referred to later.

Good test case management tools use requirement traceability matrix. Requirements Traceability enables teams to trace the requirements back to the tests and ensure that requirements are fulfilled. The Traceability provides the trail of Requirements – Test Cases – Issues. This not only informs everyone on the project about where they stand, but it also holds everyone accountable. Furthermore, traceability also enables a more streamlined testing process since all team members are aware of test results, whether failed or successful. This information allows testers to trace the path of the testing process and identify bugs.

6. Test Coverage

Test coverage is a metric in software testing that measures how much testing a collection of tests has completed. When running the test suite, it comprises obtaining information about which parts of a program are performed in order to establish whether conditional statement branches have been taken.

For example, if there are 10 requirements and 100 tests created and if 90 tests are executed then test coverage is 90%. Now, based on this metric, testers can create additional test cases for remaining tests.

It makes it simple to spot gaps in requirements, test cases, and errors early in the product development cycle. It will save you a lot of trouble in the future. To provide superior coverage, test coverage generates more test cases. As a result, there are fewer errors and tasks to do in later phases. Furthermore, an improved product helps to enhance customer satisfaction.

7. Regulatory Compliance

It’s critical to consider the safety and regulatory standards in the markets where you intend to sell your product as you develop it. The segment your product targets, such as home and building automation, transportation, or healthcare, has an impact on these needs. If your product communicates over the air, there are further wireless communication laws to consider.

Compliance testing, also known as conformance testing, is an auditing process that checks for compliance with a policy, rule, or law. In auditing, compliance testing refers to the practice of examining controls related to regulatory risk. When evaluating the control environment, compliance testing is frequently the first sort of test you should run.

8. Exploratory Testing

Exploratory testing is a software testing method that entails learning, test design, and execution all at the same time. Teams are increasingly adopting continuous integration and delivering on the constant demand for excellent digital experiences in the DevOps/Agile era. testers test cases using certain metrics which may suffice to ensure optimum test coverage. However, this might miss out on UAT test cases that are executed keeping user personas in mind.

Exploratory testing allows testers to play around with a user narrative without having to stick to a strict order or pattern. They’ll be able to document bugs when they come across them. As a result, they may turn a user story into a test case and use the data to delve further for quality assurance.

9. Reports

Metrics or Quality Analytics are crucial in evaluating the effectiveness of DevOps QA teams in particular, as well as general DevOps productivity. With the help of defined quality metrics, your team can measure the efficiency, KPIs, quality, cost, and health of the product at any moment. End-to-end traceability gives you the visibility and transparency you need into the project’s health.

Choose a platform that has extensive reporting and analytics, as well as customisable dashboards and visual analysis. Look for a test management tool that includes coverage metrics, test executions, traceability, and a variety of report formats.

QMetry Test Management for your Enterprise Needs

QMetry provides a combination of tools, methodologies, practices, frameworks and best practices that allow agile teams to build, manage and deploy high quality software faster, with confidence. QMetry offers 20+ integrations and is trusted by 1000+ brands globally across many industries like Finance, Healthcare Services, Travel & Hospitality, Retail, Education And High Technology.

Considered one of the best test management tools, QMetry Test Management offers test case authoring, reusable test cases, test execution, 140+ reports including deep traceability and test case coverage reports with customization options, seamless integrations with Jira, CI/CD tools like Bamboo/Jenkins, and Automation frameworks. It is a scalable, secured, and modular tool that offers features like e-signature specifically designed for large compliance driven enterprises. With built-in exploratory testing, QMetry Test Management offers smart and automated documentation for your test cases. With QQBot feature, QMetry brings in the power of AI where you can make your testing efficient by eliminating the duplicate test assets and thereby increase the reusability. With Agile Friendly design and folder structure enablement, it is well-suited for traditional and Agile teams or teams that are in transition.

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