qa effort estimation by estimator metrics @ stc 2009

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Estimator Metrics A Novel approach for QA estimation Presenter’s AMIT BHARDWAJ Lead, Quality Engineering TekMindz India Pvt. Ltd., Noida

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This presentation enlightens the novel approach for estimation of QA time and resources. Numerous approaches e.g. Function Points Analysis, Feature points, Use Case points or Lines of Code (LOC) available in market specifically for project estimation but QA time and effort estimation generally done through past projects experience or simply through wild guess.Some time it gives correct estimation but the majority of time it confers lack of time for QA activities.This paper is an attempt to offer tiny step of concrete approach for QA estimation using priority of influence elements and impact factor.

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Page 1: QA Effort Estimation by Estimator Metrics @ STC 2009

Estimator Metrics A Novel approach for QA estimation

Presenter’s

AMIT BHARDWAJLead, Quality EngineeringTekMindz India Pvt. Ltd., Noida

Page 2: QA Effort Estimation by Estimator Metrics @ STC 2009

Agenda

Traditional QA Estimation [ Usually “Guess” Based]

Probable Hurdles with traditional Approach

“Estimator”, A novel approach for QA estimation

Case Study : Implementation on “e-Insurance”, our on going

project.

Page 3: QA Effort Estimation by Estimator Metrics @ STC 2009

Traditional QA Estimation [ “Guess” Based ]

Based upon past experience & expertise in technology.

Based upon development cycle (60%-40%)

Experience from repeated Production Customization activities

QA estimation based upon the above fact is fine! If and only if it is a short term, less complex and low priority project.

A long term project with high priorities and complexities, shouldn't be estimated based on the traditional guess based approaches.

Page 4: QA Effort Estimation by Estimator Metrics @ STC 2009

Estimation will be done more then once

(Inadequate estimation)

Risk of Client back out

(Missing deadlines)

Financial loss of organizations

Multiple time estimation will affect Entire Project and

Business Plan

Probable Hurdles with the Traditional Approaches

Page 5: QA Effort Estimation by Estimator Metrics @ STC 2009

Constituent of

Test Estimation

Calculation of Impact Factor

Assumption for Deg. Of QA activities, Risk Priorities & Resultant

factor

Identification of

QA activities

Preface of

Estimator Metrics

“Estimator Metrics” A novel approach for QA estimation

It’s not rocket science!! Just precisely learn the art of using ESTIMATOR !!Following are the steps to achieve reliable effort estimation:

1. Constituent of Test Estimation

2. Calculation Mechanism for Impact Factor

3. Assumption for Degree of QA activities, Risk Priorities & Resultant Factor

4. Identification of QA activities

5. Preface of Estimator Metrics

Page 6: QA Effort Estimation by Estimator Metrics @ STC 2009

Constituent of QA

Estimation

Approach

Scope

Prerequisite Info

H/W & S/W availability

Man Power Efficiency

Risk & Mitigation

Plan

Client’s zeal for Quality

The seven constituent of estimation has been identified, those having extreme tie with estimation activities. It is recommended to review and keep in mind! Before moving ahead!

Approach Test process, Test design techniques, Entry & Exit criteria and Test types (RBT/SBT)

ScopeFunctional, Performance, Migration and Localization

Prerequisite InfoBRD /SRS/ Use Cases availability.

H/W & S/W availability (Infrastructure Establishment)Servers, licenses and equipments etc

Man Power EfficiencyDomain expertise, Anticipated experience

Risk & Mitigation PlanInfrastructure Investment, Documentation, Frequent Change Requests, manpower backup

Client’s zeal for QualityWhen to stop testing?? , Will agreed upon Adequate time & resources?

Step 1: Constituent of QA Estimation

Page 7: QA Effort Estimation by Estimator Metrics @ STC 2009

Impact Element

Project

Priority

Major

High 8

Medium 4

Low 2

Minor

High 4

Medium 2

Low 1

Onsite Support

Complexity

of work

Technology

QA Team

Classification of

Impact element

Degree of

Impact element

Risk Priority of

Impact elementResultant Factor

Step 2: Calculation Mechanism for Impact factor

IMPACT

FACTOR

Page 8: QA Effort Estimation by Estimator Metrics @ STC 2009

A. Classification of Impact Element:

Classification of Impact element

Project Priority

Onsite Support

QA TeamTechnology

Complexityof work

Step 2: Calculation Mechanism for ..contd. Classification of Impact element

2. Complexity of Work : (Based on I/O Functions)Banking/ Insurance /Mobile, and third party transaction involvement OR simple an employee data mgmt , No third party transaction

3. Technology : Proven (Completely) OR New

4. Onsite Support (elective) : Available OR Not

5. QA Team :Has enough professional experience and domain as well as technical expertise ORhaving intermediate expertise.

1. Project Priority :

Business impact. Security level OR simple e-Learning , Information search applications

Page 9: QA Effort Estimation by Estimator Metrics @ STC 2009

All right!! Now we have defined the impact elements, furthermore we need to identify the valid degree for all the impact elements. (Prepare Standard Check List for the same)

B. Degree of Impact Element

1.Project Priority: Critical Business prospect of application. Highly Secure application MAJORSimple e-Learning , Info Search App. MINOR

2.Complexity of Work: Banking/ Insurance /Mobile, and third party transaction involvement MAJORSimple employee data management , No third party transaction involved MINOR

Major OR

Minor

Project Priority

Onsite Support

QA Team

Technology

Complexity of Work

Step 2: Calculation Mechanism for ..contd.

Degree of Impact Element

Major & Minor

Note : Major implies the soaring effort while Minor implies fewer effort .

Page 10: QA Effort Estimation by Estimator Metrics @ STC 2009

C. Risk Priority of Impact element

Now, we need to identify and categorize the risk involved for impact elements.

High Risk: (Probability 70-100 %)Would require high effort / time to handle the impact element.

Medium Risk: (Probability 40-70 %)

Would require average effort / time to handle the impact element.

Low Risk: (Probability 0-40 %)

Discipline within the project is familiar with impact element.

Step 2: Calculation Mechanism…contd.

Risk Priority of Impact Element

Degree of Impact element

Major

High

Medium

Low

Minor

High

Medium

Low

Risk Definition

Page 11: QA Effort Estimation by Estimator Metrics @ STC 2009

D. Resultant Factor representation (A numeric representation for Risk Priority)

We opted to start the same with “1” (To avoid decimal calculation conflicts ). It is entirely based upon iterative approach started from 1 to achieve the reliable test estimation. (Fortunately, we got satisfactory outcome while started with “1” )

Low resultant factor for Minor degree as ‘1’, which is then subsequently increasing for the respective combinations.

Step 2: Calculation Mechanism ..contd.

Resultant Factor representation

Page 12: QA Effort Estimation by Estimator Metrics @ STC 2009

E. Metrics based on Degree of Impact element, Risk Priority & Resultant Factor

Below table demonstrates standard resultant factor’s for all the impact element corresponding to measured (for hypothetical project) degree of impact elements

Step 2: Calculation Mechanism …contd.

Metrics based on Degree of Impact element, Risk Priority & Resultant Factor

Page 13: QA Effort Estimation by Estimator Metrics @ STC 2009

It’s simple, you need to add applicable resultant factor values and divide the sum by total number of Impact element i.e. 5.

Step 2: Calculation Mechanism for Impact factor

F. Calculation of Impact Factor

***Calculation for Deg. of Impact element, Risk Priorities and Resultant Factor is based upon hypothetical project.

Impact factor is calculated as (= 23 / 5) = 4.60

Impact factor = [ ∑ Impact Factors / No. impact element ]

Page 14: QA Effort Estimation by Estimator Metrics @ STC 2009

To calculate Test time Estimation, we need to define degree of QA activities and corresponding risk priority & resultant factors.

Step 3: Assumption for Degree of QA activities, Risk Priorities & Resultant Factor

Page 15: QA Effort Estimation by Estimator Metrics @ STC 2009

"Quality" refers to all the good things that we would like to see in our product. We build the product by assuring that its quality was kept in mind by performing various activities at different levels. Core QA activities can be defined as below:

• High Level Requirements / SRS / Use Case documents review• Test Case Designing• Test Case Execution / Updation • Functional QA (Test Case execution, Regression)

More QA activities can be defined as per requirement. Available features and functionalities can be broken down for respective QA activities.

Step 4: Identification of QA activities

Page 16: QA Effort Estimation by Estimator Metrics @ STC 2009

Following are the available feature / functionality in the application (assume):

F1 F2 F3

Features will be broken down for the respective QA activates.

Step 5: Preface of Estimator Metrics

Page 17: QA Effort Estimation by Estimator Metrics @ STC 2009

Case Study: Implementation of Estimator on actual QA project

Page 18: QA Effort Estimation by Estimator Metrics @ STC 2009

Initial Guess Based Estimation

Case Study: Initial Guess Based Estimation Submitted to Client

Due to earlier Inadequate Estimation, we

forced to buy extra time from client to complete the tasks.

First Estimation time = 87 daysforced to buy extra time = 30 daysTotal time taken to finish the tasks = 117

QA time estimation for the QA activities using

Estimator = 122

Estimator approach seems much better then earlier one !!!

Page 19: QA Effort Estimation by Estimator Metrics @ STC 2009

Thank You!

Presenter @ STC 2009:AMIT [email protected]

Cell: +91-9818-622-019