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DEVELOPER TOOLS | HYBRID MOBILE DEVELOPMENT | HTML5 / JAVASCRIPT DEVELOPMENT | SOFTWARE TESTING | WEB PRESENCE PLATFORM | AGILE PROJECT MANAGEMENT Moneyball and the Science of Great Testing Peter Varhol Test Studio Evangelist email: [email protected] twitter: @pvarhol

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Page 1: Moneyball and the Science of Great Testing - Meetupfiles.meetup.com/2625872/Moneyball_Varhol_SQuAD.pdfTitle PowerPoint Presentation Author Mac User Created Date 10/16/2013 4:36:30

DEVELOPER TOOLS | HYBRID MOBILE DEVELOPMENT | HTML5 / JAVASCRIPT DEVELOPMENT | SOFTWARE TESTING | WEB PRESENCE PLATFORM | AGILE PROJECT MANAGEMENT

Moneyball and the Science of

Great Testing

Peter VarholTest Studio Evangelist

email: [email protected]

twitter: @pvarhol

Page 2: Moneyball and the Science of Great Testing - Meetupfiles.meetup.com/2625872/Moneyball_Varhol_SQuAD.pdfTitle PowerPoint Presentation Author Mac User Created Date 10/16/2013 4:36:30

DEVELOPER TOOLS | HYBRID MOBILE DEVELOPMENT | HTML5 / JAVASCRIPT DEVELOPMENT | SOFTWARE TESTING | WEB PRESENCE PLATFORM | AGILE PROJECT MANAGEMENT

Today’s Agenda

What is Moneyball?

What does this have to do with testing

Bias and its variations

Applying Moneyball to testing

Building great testing teams

Summary and questions

Page 3: Moneyball and the Science of Great Testing - Meetupfiles.meetup.com/2625872/Moneyball_Varhol_SQuAD.pdfTitle PowerPoint Presentation Author Mac User Created Date 10/16/2013 4:36:30

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Moneyball is About Baseball

Page 4: Moneyball and the Science of Great Testing - Meetupfiles.meetup.com/2625872/Moneyball_Varhol_SQuAD.pdfTitle PowerPoint Presentation Author Mac User Created Date 10/16/2013 4:36:30

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Fielding

Page 5: Moneyball and the Science of Great Testing - Meetupfiles.meetup.com/2625872/Moneyball_Varhol_SQuAD.pdfTitle PowerPoint Presentation Author Mac User Created Date 10/16/2013 4:36:30

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Pitching

Page 6: Moneyball and the Science of Great Testing - Meetupfiles.meetup.com/2625872/Moneyball_Varhol_SQuAD.pdfTitle PowerPoint Presentation Author Mac User Created Date 10/16/2013 4:36:30

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And Especially Offense

Page 7: Moneyball and the Science of Great Testing - Meetupfiles.meetup.com/2625872/Moneyball_Varhol_SQuAD.pdfTitle PowerPoint Presentation Author Mac User Created Date 10/16/2013 4:36:30

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But It’s Also About Building Great

Teams

Page 8: Moneyball and the Science of Great Testing - Meetupfiles.meetup.com/2625872/Moneyball_Varhol_SQuAD.pdfTitle PowerPoint Presentation Author Mac User Created Date 10/16/2013 4:36:30

DEVELOPER TOOLS | HYBRID MOBILE DEVELOPMENT | HTML5 / JAVASCRIPT DEVELOPMENT | SOFTWARE TESTING | WEB PRESENCE PLATFORM | AGILE PROJECT MANAGEMENT

Oakland Had a Problem

• There are rich teams and there are poorteams, then there's fifty feet of crap, andthen there's us.

Page 9: Moneyball and the Science of Great Testing - Meetupfiles.meetup.com/2625872/Moneyball_Varhol_SQuAD.pdfTitle PowerPoint Presentation Author Mac User Created Date 10/16/2013 4:36:30

DEVELOPER TOOLS | HYBRID MOBILE DEVELOPMENT | HTML5 / JAVASCRIPT DEVELOPMENT | SOFTWARE TESTING | WEB PRESENCE PLATFORM | AGILE PROJECT MANAGEMENT

How Do You Build Great Teams?

• Baseball experts didn’t know a number of things• Getting on base is highly correlated with winning games

• Pitching is important but not a game-changer

• Fielding is over-rated

• In general, data wins out over expert judgment• Bias clouds judgment

Page 10: Moneyball and the Science of Great Testing - Meetupfiles.meetup.com/2625872/Moneyball_Varhol_SQuAD.pdfTitle PowerPoint Presentation Author Mac User Created Date 10/16/2013 4:36:30

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What Does This Have to Do With

Testing?• We maintain certain beliefs in testing practice

• Which may or may not be factually true

• That bias can affect our testing results

• How do bias and error work?• We may be predisposed to believe something

• That affects our work and our conclusions

Page 11: Moneyball and the Science of Great Testing - Meetupfiles.meetup.com/2625872/Moneyball_Varhol_SQuAD.pdfTitle PowerPoint Presentation Author Mac User Created Date 10/16/2013 4:36:30

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What Does This Have to Do With

Testing?• We may test the wrong things

• Not find errors, or find false errors

• We may do too many testing activities by rote• This means we aren’t really thinking about what we are testing

• We may work too hard and become fatigued

Page 12: Moneyball and the Science of Great Testing - Meetupfiles.meetup.com/2625872/Moneyball_Varhol_SQuAD.pdfTitle PowerPoint Presentation Author Mac User Created Date 10/16/2013 4:36:30

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Let’s Consider Human Error

• Thinking, Fast and Slow – Daniel Kahneman• System 1 thinking – fast, intuitive, and sometimes wrong

• System 2 thinking – slower, more deliberate, more

accurate

Page 13: Moneyball and the Science of Great Testing - Meetupfiles.meetup.com/2625872/Moneyball_Varhol_SQuAD.pdfTitle PowerPoint Presentation Author Mac User Created Date 10/16/2013 4:36:30

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Consider This Problem

• A bat and ball cost $1.10

• The bat cost one dollar more than the ball

• How much does the ball cost?

Page 14: Moneyball and the Science of Great Testing - Meetupfiles.meetup.com/2625872/Moneyball_Varhol_SQuAD.pdfTitle PowerPoint Presentation Author Mac User Created Date 10/16/2013 4:36:30

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Where Does Error Come In?

• System 1 thinking keeps us functioning• Fast decisions, usually right enough

• Gullible and biased

• System 2 makes deliberate, thoughtful decisions• It is in charge of doubt and unbelieving

• But is often lazy

• Difficult to engage

Page 15: Moneyball and the Science of Great Testing - Meetupfiles.meetup.com/2625872/Moneyball_Varhol_SQuAD.pdfTitle PowerPoint Presentation Author Mac User Created Date 10/16/2013 4:36:30

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Where Does Error Come In?

• What are the kinds of errors that we canmake, either by not engaging System 2,or by overusing it?• Priming

• Halo effect

• Heuristics

• Regression to the mean

Page 16: Moneyball and the Science of Great Testing - Meetupfiles.meetup.com/2625872/Moneyball_Varhol_SQuAD.pdfTitle PowerPoint Presentation Author Mac User Created Date 10/16/2013 4:36:30

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The Role of Priming

• System 1 can be influenced by prior events• How would you describe your financial situation?

• Are you happy?

• People tend to be primed by the first question• And answer the second based on financial concerns

Page 17: Moneyball and the Science of Great Testing - Meetupfiles.meetup.com/2625872/Moneyball_Varhol_SQuAD.pdfTitle PowerPoint Presentation Author Mac User Created Date 10/16/2013 4:36:30

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The Role of Priming

• If we are given preconceived notions, our instinctis to support them• We address this by limiting advance advice/ opinions

• “They were primed to find flaws, and that isexactly what they found.”

Page 18: Moneyball and the Science of Great Testing - Meetupfiles.meetup.com/2625872/Moneyball_Varhol_SQuAD.pdfTitle PowerPoint Presentation Author Mac User Created Date 10/16/2013 4:36:30

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The Halo Effect of Thinking

• Favorable first impressions influence later judgments• We want our first impressions to be correct

• Provides a simple explanation for results

• Cause and effect get reversed• A leader who succeeds is decisive; the same leader who fails is

rigid

Page 19: Moneyball and the Science of Great Testing - Meetupfiles.meetup.com/2625872/Moneyball_Varhol_SQuAD.pdfTitle PowerPoint Presentation Author Mac User Created Date 10/16/2013 4:36:30

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The Halo Effect of Thinking

• Controlling for halo effects• Facts and standards predominate

• Resist the desire to try to explain

Page 20: Moneyball and the Science of Great Testing - Meetupfiles.meetup.com/2625872/Moneyball_Varhol_SQuAD.pdfTitle PowerPoint Presentation Author Mac User Created Date 10/16/2013 4:36:30

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The Role of Heuristics

• We unconsciously form rules of thumb• That enable us to quickly evaluate a situation and make a

decision

• No thinking necessary

• System 1 in action

Page 21: Moneyball and the Science of Great Testing - Meetupfiles.meetup.com/2625872/Moneyball_Varhol_SQuAD.pdfTitle PowerPoint Presentation Author Mac User Created Date 10/16/2013 4:36:30

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The Role of Heuristics• Sometimes heuristics can be incomplete or even wrong

• And we make mistakes

Page 22: Moneyball and the Science of Great Testing - Meetupfiles.meetup.com/2625872/Moneyball_Varhol_SQuAD.pdfTitle PowerPoint Presentation Author Mac User Created Date 10/16/2013 4:36:30

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The Anchoring Effect

• Expectations play a big role in results• Suggesting a value ahead of time significantly influences

our prediction

• It doesn’t matter what the value is

Page 23: Moneyball and the Science of Great Testing - Meetupfiles.meetup.com/2625872/Moneyball_Varhol_SQuAD.pdfTitle PowerPoint Presentation Author Mac User Created Date 10/16/2013 4:36:30

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Regression to the Mean

• We seek causal reasons for exceptional

performances• But most of the time they are due to normal variation

Page 24: Moneyball and the Science of Great Testing - Meetupfiles.meetup.com/2625872/Moneyball_Varhol_SQuAD.pdfTitle PowerPoint Presentation Author Mac User Created Date 10/16/2013 4:36:30

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Regression to the Mean

• “When I praise a good performance, the next time it’s not as good.”

• “When I criticize a poor performance, it always improves the next time.”

• But achievement = skill + luck• Praise or criticism for exceptional

performances won’t help

Page 25: Moneyball and the Science of Great Testing - Meetupfiles.meetup.com/2625872/Moneyball_Varhol_SQuAD.pdfTitle PowerPoint Presentation Author Mac User Created Date 10/16/2013 4:36:30

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Regression to the Mean

• We are terrible at forecasting the future• Picking team members

• Estimating testing times

• But are great at explaining the past• She was a great hire

Page 26: Moneyball and the Science of Great Testing - Meetupfiles.meetup.com/2625872/Moneyball_Varhol_SQuAD.pdfTitle PowerPoint Presentation Author Mac User Created Date 10/16/2013 4:36:30

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Regression to the Mean

• But we believe in the value of experts• Even when those experts are often wrong

• And we discount algorithmic answers• Even when they have a better record than experts

• We take credit for the positive outcome• And discount negative ones

Page 27: Moneyball and the Science of Great Testing - Meetupfiles.meetup.com/2625872/Moneyball_Varhol_SQuAD.pdfTitle PowerPoint Presentation Author Mac User Created Date 10/16/2013 4:36:30

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Regression to the Mean

• Are expertise and expert intuition real?

• Yes, under certain circumstances• A domain with largely unchanging rules and circumstances

• Years of work to develop expertise

• But even experts often don’t realize their limits

Page 28: Moneyball and the Science of Great Testing - Meetupfiles.meetup.com/2625872/Moneyball_Varhol_SQuAD.pdfTitle PowerPoint Presentation Author Mac User Created Date 10/16/2013 4:36:30

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And About Those Statistics

• We don’t believe they apply to our unique circumstances!

• We can extrapolate from the particular to the general• But not from the general to the particular

Page 29: Moneyball and the Science of Great Testing - Meetupfiles.meetup.com/2625872/Moneyball_Varhol_SQuAD.pdfTitle PowerPoint Presentation Author Mac User Created Date 10/16/2013 4:36:30

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Thinking About Testing

Page 30: Moneyball and the Science of Great Testing - Meetupfiles.meetup.com/2625872/Moneyball_Varhol_SQuAD.pdfTitle PowerPoint Presentation Author Mac User Created Date 10/16/2013 4:36:30

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Thinking About Testing

• We don’t know the quality of an application

• So we substitute other questions• Number and type of defects

• Performance or load characteristics

Page 31: Moneyball and the Science of Great Testing - Meetupfiles.meetup.com/2625872/Moneyball_Varhol_SQuAD.pdfTitle PowerPoint Presentation Author Mac User Created Date 10/16/2013 4:36:30

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Thinking About Testing

• Those we can answer• But do they relate to the question on quality?

• It depends on our definition of quality

• We could be speaking different languages• Quality to users may be different

Page 32: Moneyball and the Science of Great Testing - Meetupfiles.meetup.com/2625872/Moneyball_Varhol_SQuAD.pdfTitle PowerPoint Presentation Author Mac User Created Date 10/16/2013 4:36:30

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Thinking About Testing

• Back to System 1 and System 2 thinking

• System 1 lets us form immediate impressions• Helps us identify defects

• But often fails at the bigger picture

• System 2 is more accurate• But requires greater effort

Page 33: Moneyball and the Science of Great Testing - Meetupfiles.meetup.com/2625872/Moneyball_Varhol_SQuAD.pdfTitle PowerPoint Presentation Author Mac User Created Date 10/16/2013 4:36:30

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Thinking About Testing

• With simple rote tests, System 1 is adequate• The process is well-defined

• Exploratory testing engages System 2• Exploratory testing is a good change of pace

• Too much exploratory testing will wear you out

Page 34: Moneyball and the Science of Great Testing - Meetupfiles.meetup.com/2625872/Moneyball_Varhol_SQuAD.pdfTitle PowerPoint Presentation Author Mac User Created Date 10/16/2013 4:36:30

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Lessons to Testing

• Decorrelate errors• Don’t let biases become common

• Identify the possible sources of bias• Anchor

• Halo

• Priming

Page 35: Moneyball and the Science of Great Testing - Meetupfiles.meetup.com/2625872/Moneyball_Varhol_SQuAD.pdfTitle PowerPoint Presentation Author Mac User Created Date 10/16/2013 4:36:30

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Lessons to Testing

• Recognize and reduce bias• Preconceived expectations of quality will influence

testing

• Even random information may affect results

Page 36: Moneyball and the Science of Great Testing - Meetupfiles.meetup.com/2625872/Moneyball_Varhol_SQuAD.pdfTitle PowerPoint Presentation Author Mac User Created Date 10/16/2013 4:36:30

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Lessons to Testing

• Automation is more than simply an ROI calculation• It reduces bias and team errors

• Workflow, test case execution, and defect tracking can especially benefit

Page 37: Moneyball and the Science of Great Testing - Meetupfiles.meetup.com/2625872/Moneyball_Varhol_SQuAD.pdfTitle PowerPoint Presentation Author Mac User Created Date 10/16/2013 4:36:30

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Lessons to Testing

• Formulas versus judgments• Formulas usually win

• Except . . .

Page 38: Moneyball and the Science of Great Testing - Meetupfiles.meetup.com/2625872/Moneyball_Varhol_SQuAD.pdfTitle PowerPoint Presentation Author Mac User Created Date 10/16/2013 4:36:30

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Lessons to Testing

• If the expert has the same data as the formula• The expert can add value

• That value sometimes produces a better result

Page 39: Moneyball and the Science of Great Testing - Meetupfiles.meetup.com/2625872/Moneyball_Varhol_SQuAD.pdfTitle PowerPoint Presentation Author Mac User Created Date 10/16/2013 4:36:30

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Lessons to Testing

• We estimate badly• We assume the best possible outcomes on a series of tasks

• Past experience is the best predictor of future performance

• Use your data

• But add value after the fact

Page 40: Moneyball and the Science of Great Testing - Meetupfiles.meetup.com/2625872/Moneyball_Varhol_SQuAD.pdfTitle PowerPoint Presentation Author Mac User Created Date 10/16/2013 4:36:30

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How Do We Build a Great Team?

Page 41: Moneyball and the Science of Great Testing - Meetupfiles.meetup.com/2625872/Moneyball_Varhol_SQuAD.pdfTitle PowerPoint Presentation Author Mac User Created Date 10/16/2013 4:36:30

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How Do We Build a Great Team?

• You minimize error in judgment• Recognize and reduce bias

• You keep people sharp by not continuallystressing them• Overwork can make thinking lazy

Page 42: Moneyball and the Science of Great Testing - Meetupfiles.meetup.com/2625872/Moneyball_Varhol_SQuAD.pdfTitle PowerPoint Presentation Author Mac User Created Date 10/16/2013 4:36:30

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How Do We Build a Great Team?

• Choose great testers• Choose team members who exhibit the characteristics of

great testers

• Not necessarily those whose resume matches the job description

Page 43: Moneyball and the Science of Great Testing - Meetupfiles.meetup.com/2625872/Moneyball_Varhol_SQuAD.pdfTitle PowerPoint Presentation Author Mac User Created Date 10/16/2013 4:36:30

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How Do We Build a Great Team?

• What are the characteristics of great testers?• Mix of System 1 and System 2 thinking

• Creativity

• Curiosity

• Willingness to question and question

• Ability to see the big picture

• Focus and perseverance

• Team player, but able to work individually

Page 44: Moneyball and the Science of Great Testing - Meetupfiles.meetup.com/2625872/Moneyball_Varhol_SQuAD.pdfTitle PowerPoint Presentation Author Mac User Created Date 10/16/2013 4:36:30

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How Do We Build a Great Team?

• Who exhibits those characteristics?• The usual suspects

• But who else?• Scientists

• Marathon Runners

• Fashion Designers

Page 45: Moneyball and the Science of Great Testing - Meetupfiles.meetup.com/2625872/Moneyball_Varhol_SQuAD.pdfTitle PowerPoint Presentation Author Mac User Created Date 10/16/2013 4:36:30

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How Do We Build a Great Team?

• Vary rote and exploratory testing• Explore a portion of the application

• Then run test cases

• System 1 and System 2 are exercised in succession

Page 46: Moneyball and the Science of Great Testing - Meetupfiles.meetup.com/2625872/Moneyball_Varhol_SQuAD.pdfTitle PowerPoint Presentation Author Mac User Created Date 10/16/2013 4:36:30

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How Do We Build a Great Team?

• Expertise is good up to a point• But experts need to be certain of the limits of their

expertise

• Experts shouldn’t make the decisions• But they can provide input

• Must be willing to work from data

Page 47: Moneyball and the Science of Great Testing - Meetupfiles.meetup.com/2625872/Moneyball_Varhol_SQuAD.pdfTitle PowerPoint Presentation Author Mac User Created Date 10/16/2013 4:36:30

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And What About You?

• Becoming skillful at testing

• But learn broad rather than deep• Expertise may be more of a hindrance

• Seek jacks-of-all-trades

Page 48: Moneyball and the Science of Great Testing - Meetupfiles.meetup.com/2625872/Moneyball_Varhol_SQuAD.pdfTitle PowerPoint Presentation Author Mac User Created Date 10/16/2013 4:36:30

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Summary

• Testing is influenced by a variety of thinking errors

• Understanding how people think can make us attuned to the errors we make

• We can adapt our approach to testing and team management to account for errors

• Expertise matters, but only to a point

Page 49: Moneyball and the Science of Great Testing - Meetupfiles.meetup.com/2625872/Moneyball_Varhol_SQuAD.pdfTitle PowerPoint Presentation Author Mac User Created Date 10/16/2013 4:36:30

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Resources

• Moneyball, a movie starring Brad Pitt

• Moneyball, a book by Michael Lewis

• The King of Human Error, Vanity Fair

• Thinking, Fast and Slow, a book by Daniel Kahneman

• The Halo Effect, a book by Philip Rosenzweig

Page 50: Moneyball and the Science of Great Testing - Meetupfiles.meetup.com/2625872/Moneyball_Varhol_SQuAD.pdfTitle PowerPoint Presentation Author Mac User Created Date 10/16/2013 4:36:30

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www.telerik.com/test-studio

@TelerikTesting

www.youtube.com/TelerikTestStudio

Thank You

Peter Varhol

[email protected]

@pvarhol