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I am joining a company, they dont have any formal testing setup. They expect me to start a testing department. I have good understanding of manual and automated testing. Not sure about how to start or which tools to use for document sharing, bugs tracking.
please guide as much info you can provide.
thanks
This is a very broad question and almost impossible to answer without significantly more knowledge of your companies products, quality goals and existing tooling... But I've got some Opinions :tm: that might help, starting with some philosophy (sorry).
What You're For
The function of a testing department isn't to test; the goal is to help the company be confident in its delivery of products. Your customers want to know that your software is accurate and stable. Your Operations team wants to avoid Production going down. Your Developers want to feel confident that their changes work and don't have any negative side effects.
I personally feel that the best way for a testing team to provide that confidence is not by writing tests; It's by editing them. The testing team provides the tooling, guidelines and expertise to help the rest of the Engineering departments make testing an integral part of the process.
It's like cooking. You don't make a well seasoned meal by chopping and sautéing and stirring and then giving it to a head chef to taste. You taste continually while you go because you're the one who knows what the food should be like. The head chef trains you and provides feedback on the final dish so that you learn how to season correctly.
Choosing Tools
Irrelevant. Mostly.
Your tools need to give you what you're after and then get out of your way. At the moment, the company barely knows what it's after, so you could even use a Google Doc to track defects.
You don't want to get in anyone's way to begin with, or they'll start to resent you. Your team needs to provide value and start to earn the social capital to change the Engineering processes to help deliver your goals.
So, use whatever document sharing tools are already in use; Whether that's a Wiki, Google, Dropbox etc. If you're choosing a new one because there's no collaboration, I'm partial to Notion.
If your team already has a collaborative build tool (eg Jenkins, Travis) it's probably best to stick with that, adding in testing steps. Again, the less friction you introduce, the better your initial outcomes.
I wouldn't bother building and maintaining a test grid; Instead, lean on a vendor like Sauce Labs for infrastructure and expertise. That way you've got easy parallelisation, wide platform coverage, test asset collection, insights, as well as their experience in supporting Testing teams. Disclaimer: I'm the Manager of Developer Relations at Sauce Labs, so I'm probably biased ;)
As for testing tools; If you want your engineering teams to collaborate on test production, you need to stick with an ecosystem they can use. This likely means whatever they're already using.
How To Start Testing
Selecting What To Test
Your organisation wants testing so bad they're hiring you. That implies there's a traumatic event that they want to avoid happening again. So, start there. Find out what it is, and create a test for it.
If Black Friday overwhelmed their site, do Load testing. If their build is always breaking, concentrate on unit testing. If functionality doesn't work in Prod, add an integration test.
Test Coverage
There's a trap for new players, and you're likely to hear this from your devs:
We're so far behind on test coverage we'll never catch up
That is absolutely true.... if you never start! Add the tests that prevent the trauma that bought you on board and you're already adding value; You'll catch that problem next time.
Another trap is setting test coverage goals. Test coverage is a great way to monitor your process but a terrible way to improve it. Force your teams to increase test coverage (or not let it slip) and they'll start to resent the process... And write crap tests just to boost the percentage.
Instead, use coverage for feedback. If coverage goes down during a commit, discuss why and talk about how to improve it. if it drops way down you might want to do something, but a little dip while you're getting started is A-OK.
Assuming you've covered the trauma that got you hired, increasing test coverage is best done on an as-worked basis. If a developer is writing new code, it gets tests. If a developer is modifying old code, it gets tests to (at least) prove that the modifications work, and ideally to prove that they don't break the old functionality either.
You may come across old code that literally can't be tested. That's a good time to refactor that code. If people are scared of refactoring because it might break, point out that that's exactly what tests are for. Try to pull out to a level where you can test. If you can't test a unit, test the class. If you can't test the class, test the package. Then, go back in and start re-working. You have to do it some day.
Oh, no, we'll be replacing the Fizzwangle with a new Buzzshooper implementation soon; There's no need to take the risk of refactoring for testability.
This is a lie. Even if they mean it truthfully, it's a lie. Buzzshooper isn't coming any time soon. Refactor that shit.
Tests Are Code, Code Is Tests
Your tests need to be treated like high quality code. Use all the abstractions you use when writing code, like inheritance, polymorphism, modularisation, composability.
Look at techniques like the Page Object Model for front end testing. Your test code should restrict implementation detail knowledge (eg, element locators) to the least number of places, so that changes are easy to implement.
Oh, and also, your Code is Code. Learn about then help your teams write code for testability, and tests for code-ability. Structure your tests and app so you can test in parallel, reliably, as fast as possible:
Give HTML elements unique, simple IDs
Write tests that test a single thing
Bypass complicated test setup by doing things like pre-populating databases
Log in once, then use session management to avoid doing it again
Use data generators to create unique test data (including logins)
Other Resources
Check out past conference talks like SauceCon Online.
Testing Talks Online has some great discussions and is the closest thing I've found to a real-life meetup during Covid.
There's also a lot of great content over at Ministry of Testing.
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One of our developers is continually writing code and putting it into version control without testing it. The quality of our code is suffering as a result.
Besides getting rid of the developer, how can I solve this problem?
EDIT
I have talked to him about it number of times and even given him written warning
If you can do code reviews -- that's a perfect place to catch it.
We require reviews prior to merging to iteration trunk, so typically everything is caught then.
If you systematically perform code reviews before allowing a developer to commit the code, well, your problem is mostly solved. But this doesn't seem to be your case, so this is what I recommend:
Talk to the developer. Discuss the consequences for others in the team. Most developers want to be recognized by their peer, so this might be enough. Also point out it is much easier to fix bugs in the code that's fresh in your mind than weeks-old code. This part makes sense if you have some form of code owneship in place.
If this doesn't work after some time, try to put in place a policy that will make commiting buggy code unpleasant for the author. One popular way is to make the person who broke the build responsible for the chores of creating the next one. If your build process is fully automated, look for another menial task to take care of instead. This approach has the added benefit of not pinpointing anyone in particular, making it more acceptable for everybody.
Use disciplinary measures. Depending on the size of your team and of your company, those can take many forms.
Fire the developer. There is a cost associated with keeping bad apples. When you get this far, the developer doesn't care about his fellow developers, and you've got a people problem on your hands already. If the work environment becomes poisoned, you might lose far more - productivity-wise and people-wise - than this single bad developer.
As a developer who rarely tests his own code, I can tell you the one thing that's made me slowly shift my behavior...
Visibility
If the environment allows pushing code out, waiting for users to find problems, and then essentially asking "How about now?" after making a change to the code, there's no real incentive to test your own stuff.
Code reviews and collaboration encourage you to work towards making a quality product much more than if you were just delivering 'Widget X' while your coworkers work on 'Widget Y' and 'Widget Z'
The more visible your work is, the more likely you are to care about how well it works.
Code review. Stick all of your dev's in a room every Monday morning and ask them to bring their most proud code-based accomplishment from the previous week along with them to the meeting.
Let them take the spotlight and get excited about explaining what they did. Have them bring copies of the code so other dev's can see what they're talking about.
We started this process a few months ago, and it's astonishing to see the amount of sub-conscious quality checks that take place. After all, if the dev's are simply asked to talk about what they're most excited about, they'll be totally stoked to show people their code. Then, other dev's will see the quality errors and publicly discuss why they're wrong and how the code should really be written instead.
If this doesn't get your dev to write quality code, he's probably not a good fit for your team.
Make it part of his Annual Review objectives. If he doesn't achieve it, no pay rise.
Sometimes though you do just have to accept that someone is just not right for your team/environment, it should be a last resort and can be tough to handle but if you have exhausted all other options it may be the best thing in the long run.
Tell the developer you would like to see a change in their practices within 2 weeks or you will begin your company's disciplinary procedure. Offer as much help and assistance as you can, but if you can't change this person, he's not right for your company.
Using Cruise Control or a similar tool, you can make checkins automatically trigger a build and unit tests. You would still need to ensure that there are unit tests for any new functionality he adds, which you can do by looking at his checkins.
However, this is a human problem, so a technical solution can only go so far.
Why not just talk to him? He probably won't actually bite you.
Make him "babysit" the build, and become the build manager. This will give him less time to develop code (thus increasing everyone's performance) and teach him why a good build is so necessary.
Enforce test cases - code cannot be submitted without unit test cases. Modify the build system so that if the test cases don't compile and run correctly, or don't exist, then the entire task checkin is denied.
-Adam
Publish stats on test code coverage per developer, this would be after talking to him.
Here are some ideas from a sea shanty.
Intro
What shall we do with a drunken sailor, (3×)
Early in the morning?
Chorus
Wey–hey and up she rises, (3×)
Early in the morning!
Verses
Stick him in a bag and beat him senseless, (3×)
Early in the morning!
Put him in the longboat till he’s sober, (3×)
Early in the morning!
etc. Replace "drunken sailor" with a "sloppy developer".
Depending on the type of version control system you are using you could set up check-in policies that force the code to pass certain requirements before being allowed to check-in. If you are using a sytem like Team Foundation Server it gives you the ability to specify code-coverage and unit testing requirements for check-ins.
You know, this is a perfect opportunity to avoid singling him out (though I agree you need to talk with him) and implement a Test-first process in-house. If the rules aren't clear and the expectations are known to all, I've found that what you describe isn't all that uncommon. I find that doing the test-first development scheme works well for me and improves the code quality.
They may be overly focused on speed rather than quality.
This can tempt some people into rushing through issues to clear their list and see what comes back in bug reports later.
To rectify this balance:
assign only a couple of items at a time in your issue tracking system,
code review and test anything they have "completed" as soon as possible so it will be back with them immediately if there are any problems
talk to them about your expectations about how long an item will take to do properly
Peer programming is another possibility. If he is with another skilled developer on the team who dies meet quality standards and knows procedure then this has a few benifits:
With an experienced developer over his shoulder he will learn what is expected of him and see the difference between his code and code that meets expectations
The other developer can enforce a test first policy: not allowing code to be written until tests have been written for it
Similarly, the other developer can verify that the code is up to standard before it is checked-in reduicing the nmber of bad check-ins
All of this of course requires the company and developers to be receptive to this process which they may not be.
It seems that people have come up with a lot of imaginative and devious answers to this problem. But the fact is that this isn't a game. Devising elaborate peer pressure systems to "name and shame" him is not going to get to the root of the problem, ie. why is he not writing tests?
I think you should be direct. I know you say that you've talked to him, but have you tried to find out why he isn't writing tests? Clearly at this point he knows that he should be, so surely there must be some reason why he isn't doing what he's been told to do. Is it laziness? Procrastination? Programmers are famous for their egos and strong opinions - perhaps he's convinced for some reason that testing is a waste of time, or that his code is always perfect and doesn't need testing. If he's an immature programmer, he might not fully understand the implications of his actions. If he's "too mature" he might be too set in his ways. Whatever the reason, address it.
If it does come down to a matter of opinion, you need to make him understand that he needs to set his own personal opinion aside and just follow the rules. Make it clear that if he can't be trusted to follow the rules then he will be replaced. If he still doesn't, do just that.
One last thing - document all of your discussions along with any problems that occur as a result of his changes. If it comes to the worst you may be forced to justify your decisions, in which case, having documentary evidence will surely be invaluable.
Stick him on his own development branch, and only bring his stuff into the trunk when you know it's thoroughly tested. This might be a place where a distributed source control management tool like GIT or Mercurial would excel. Although with the increased branching/merging support in SVN, you might not have too much trouble managing it.
EDIT
This is only if you can't get rid of him or get him to change his ways. If you simply can't get this behaviour to stop (by changing or firing), then the best you can do is buffer the rest of the team from the bad effects of his coding.
If you are at a place where you can affect the policies, make some changes. Do code reviews before check ins and make testing part of the development cycle.
It seems pretty simple. Make it a requirement and if he can't do it, replace him. Why would you keep him?
I usually don't advocate this unless all else fails...
Sometimes, a publicly-displayed chart of bug-count-by-developer can apply enough peer pressure to get favorable results.
Try the Carrot, make it a fun game.
E.g The Continuous Integration Game plugin for Hudson
http://wiki.hudson-ci.org/display/HUDSON/The+Continuous+Integration+Game+plugin
Put your developers on branches of your code, based on some logic like, per feature, per bug fix, per dev team, whatever. Then bad check-ins are isolated to those branches. When it comes time to do a build, merge to a testing branch, find problems, resolve, and then merge your release back to a main branch.
Or remove commit rights for that developer and have them send their code to a younger developer for review and testing before it can be committed. That might motivate a change in procedure.
You could put together a report with errors found in the code with the name of the programmer that was responsible for that piece of software.
If he's a reasonable person, discuss the report with him.
If he cares for his "reputation" publish the report regularly and make it available to all his peers.
If he only listens to the "authority", do the report and escalate the issue to his manager.
Anyway, I've seen often that when people are made aware of how bad they seem from outside, they change their behaviour.
Hey this reminds me of something I read on xkcd :)
Are you referring to writing automated unit test or manually unit testing prior to check-in?
If your shop does not write automated tests then his checking in of code that does not work is reckless. Is it impacting the team? Do you have a formalized QA department?
If you are all creating automated unit tests then I would suggest that part of your code review process include the unit tests as well. It will become obvious that the code is not acceptable per your standards during your review.
Your question is rather broad but I hope I provided some direction.
I would agree with Phil that the first step is to individually talk to him and explain the importance of quality. Poor quality can often be linked to the culture of the team, department and company.
Make executed test cases one of the deliverables before something is considered "done."
If you don't have executed test cases, then the work is not complete, and if the deadline passes before you have the documented test case execution, then he has not delivered on time, and the consequences would be the same as if he had not completed the development.
If your company's culture would not allow for this, and it values speed over accuracy, then that's probably the root of the problem, and the developer is simply responding to the incentives that are in place -- he is being rewarded for doing a lot of things half-assed rather than fewer things correctly.
Make the person clean latrines. Worked in the Army. And if you work in a group with individuals who eat a lot of Indian food, it wont take long for them to fall in line.
But that's just me...
Every time a developer checks something in that does not compile, put some money in a jar. You'll think twice before checking in then.
Unfortunately if you have already spoken to him many times and given him written warnings I would say it is about time to eliminate him from the team.
You might find some helpful answers here: How to make junior programmers write tests?
I'd be tempted to suggest elaborating a bit on what you've tried and what results you got as this may have changed a bit but here are my initial suggestions:
Is it any tests or comprehensive tests? Some may code blindly and do zero tests, but this is rather rare, IME. Usually there are some tests done but not enough to cover most of the cases that would be comprehensive testing.
Group dynamics may help. I'd assume he is part of a team and that the team's view may be of some help here. In a way this is trying to get peer pressure which is usually a bad thing but sometimes it can be used in good ways.
How well spelled out were the warnings? In a way this can seem childish but there is a chance that what you think of as testing may not be the same as his. Do you want nUnit tests, an excel spreadsheet, logs from his computer, or something else as proof of the existence and use of tests? From what you've described there isn't anything to confirm that he did understand what you meant, was going to use tests and provide evidence of doing so.
Check-in policy question. Some places, such as my current workplace, encourage committing often which can mean that one does commit code without tests. Is there a known, accepted and well-followed policy where you are? That's another aspect here.
How useful, if at all, is for the testers on a product team to know about the internal code details of a product. This does not mean they need to know every line of code but a good idea of how the code is structured, what is the object model, how the various modules are inter-linked, what are the inter-dependencies between various features etc.? This can argubaly help them in finding related issues or defects once they hit one. On the other side, this can potentially 'bias' their "user-centric" approach towards evaluating and certifying the product and can effect the testing results in the end.
I have not heard of any specific model for such interaction. (Lets assume a product that users, potentially non-technical consume, and not a framework or API that the testers are testing - in the latter case the testers may need to understand the code to test that because the user is another programmer).
That entirely depends upon the type of testing being done.
For functional system testing, the testers can and probably should be oblivious to the details of the implementation -- if they know the details they may inadvertently account for that in their test strategy and not properly test the product.
For performance and scalability testing it's often helpful for the testers to have some high-level knowledge of the structure of the codebase, as it's beneficial in identifying potential performance hotspots, and therefore writing targetted test cases. The reason this is important is that generally performance testing is a broad open-ended process, so anything that can be done to focus the testing to get results is beneficial to everybody.
This sounds similiar to this previous question: Should QA test from a strictly black-box perspective?
I've never seen a circumstance where a tester who knew a lot about the internals of system was disadvantaged.
I would assert that there are self justifying myths that an informed tester is as adequate or even better than a deeply technical one because:
It allows project managers to use 'random or low quality resources' for testing. The 'as uninformed as the user myth'. If you want this type of testing - get some 'real' users to test your stuff.
Testers are still often seen as cheaper and less valuable than developers. The 'anybody can do blackbox testing myth'.
Development can defer proper testing to the test team. Two myths in one 'we don't need to train testers' and 'only the test team does testing' myths.
What you are looking at here is the difference between black box (no knowledge of the internals), white box (all knowledge) and grey box (some select knowledge).
The answer really depends on the purpose of the code. For integration heavy projects then where and how they communicate, even if it is entirely behind the scenes, allows testers to produce appropriate non-functional test cases.
These test cases are determining whether or not a component will gracefully handle the lack of availability of a dependency. It can also be used to identify performance related issues.
For example: As a tester if I know that the Web UI component defers a request to a orchestration service that does the real work then I can construct a scenario where the orchestration takes a long time (high load). If the user then performs another request (simulating user impatience) and the web service will receive a second request while the first is still going. If we continually repeat this the web service will eventually die from stress. Without knowing the underlying model it would not be easy to find the problem
In most cases for functionality testing then black box is preferred, as soon as you move towards non-functional or system integration then understanding the interactions can assist in ensuring appropriate test coverage.
Not all testers are skilled or comfortable working/understanding the component interactions or internals so it is on a per tester/per system basis on whether it is appropriate.
In almost all cases we start with black box and head towards white as the need sees.
A tester does not need to know internal details.
The application should be tested without any knowledge of interal structure, development problems, externals depenedncies.
If you encumber the tester with those additional info you push him into a certain testing scheme and the tester should never be pushed in a direction he should just test from a non coder view.
There are multiple testing methodologies that require code reviewing, and also those that don't.
The advantages to white-box testing (i.e. reading the code) is that you can tailor your testing to only test areas that you know (from reading the code) will fail.
Disadvantages include time wasted from actual testing to understand the code.
Black-box testing (i.e. not reading the code) can be just as good (or better?) at finding bugs than white-box.
Normally both types of testing can happen on one project, developers white-box unit testing, and testers black-box integration testing.
I prefer Black Box testing for final test regimes
In an ideal world...
Testers should know nothing about the internals of the code
They should know everything the customer will - i.e. have the documents/help required to use the system/application.(this definetly includes the API description/documents if it's some sort of code deliverable)
If the testers can't manage to find the defects with these limitations, you haven't documented your API/application enough.
If they are dedicated testers (Only thing they do) then I think they should know as little about the code as possible that they are attempting to test.
Too often they try to determine why its failing, that is the responsibility of the developer not the tester.
That said I think developers make great testers, because we tend to know the edge cases for certain types of functionality.
Here's an example of a bug which you can't find if you don't know the code internals, because you simply can't test all inputs:
long long int increment(long long int l) {
if (l == 475636294934LL) return 3;
return l + 1;
}
However, in this case it would be found if the tester had 100% code coverage as a target, and looked at only enough of the internals to write tests to achieve that.
Here's an example of a bug which you quite likely won't find if you do know the code internals, because false confidence is contagious. In particular, it is usually not possible for the author of the code to write a test which catches this bug:
int MyConnect(socket *sock) {
/* socket must have been bound already, but that's OK */
return RealConnect(sock);
}
If the documentation of MyConnect fails to mention that the socket must be bound, then something unexpected will happen some day (someone will call it unbound, and presumably the socket implementation will select an arbitrary local address). But a tester who can see the code often doesn't have the mindset of "testing" the documentation. Unless they're really on form, they won't notice that there's an assumption in the code not mentioned in the docs, and will just accept the assumption. In contrast, a tester writing from the docs could easily spot the bug, because they'll think "what possible states can a socket be in? I'll do a test for each". Since no constraints are mentioned, there's no reason they won't try the case that fails.
Answer: do both. One way to do this is to write a test suite before you see/write the code, and then add more tests to cover any special cases you introduce in your implementation. This applies whether or not the tester is the same person as the programmer, although obviously if the programmer writes the second kind of test, then only one person in the organisation has to understand the code. It's arguable whether it's a good long-term strategy to have code only one person has ever understood, but it's widespread, because it certainly saves time getting something out the door.
[Edit: I decline to say how these bugs came about. Maybe the programmer of the first one was clinically insane, and for the second one there are some restrictions on the port used, in order to workaround some weird network setup known to occur, and the socket is supposed to have been created via some de-weirdifying API whose existence is mentioned in the general sockets docs, but they neglect to require its use. Clearly in both these cases the programmer has been very careless. But that doesn't affect the point: the examples don't need to be realistic, since if you don't catch bugs that only a very careless programmer would make, then you won't catch all the actual bugs in your code unless you never have a bad day, make a crazy typo, etc.]
I guess it depends how good of testing you want. If you just want to sanity check the common scenarios, then by all means, just give the testers / pizza-eaters the application and tell them to go crazy.
However, if you'd like to have a chance at finding edge cases, performance or load issues, or a whole lot of other issues that hide in the depths of your code, you'd probably be better off hiring testers who know how and when to use white box techniques.
Your call.
IMHO, I think the industry view of testers is completely wrong.
Think about it ... you have two plumbers, one is extremely experienced, knows all the rules, the building codes, and can quickly look at something and know if the work is done right or not. The other plumber is good, and get the job done reliably.
Which one would you want to do the final inspection to make sure you don't come home to a flooded house? In fact, in what other industry do they allow someone who knows hardly anything about the system they are inspecting to actually do the inspection?
I have seen the bar for QA go up over the years, and that makes me happy. In time, QA may become something that devs aspire to be.
In short, not only should they be familiar with the code being tested, but they should have an understanding that rivals the architects of the product, as well as be able to effectively interface with the product owner(s) / customers to ensure that what is being created is actually what they want. But now I am going into a whole seperate conversation ...
Will it happen? Probably sooner than you think. I have been able to reduce the number of people needed to do QA, increase the overall effectiveness of the team, and increase the quality of the product simply by hiring very skilled people with dev / architect backgrounds with a strong aptitude for QA. I have lower operating costs, and since the software going out is higher quality, I end up with lower support costs. FWIW ... I have found that while I can backfill the QA guys effectively into a dev role when needed, the opposite is almost always not true.
If there is time, a tester should definitely go through a developers code. This way, you can improve your tests to get better coverage.
So, maybe if you write your black box tests looking at the spec and think you have the time to execute all of those and will still be left with time, going through code cannot be a bad idea.
Basically it all depends on how much time you have.. Another thing you can do to improve coverage is look at the developers design documents. Those should give you a good idea of what the code is going to look like...
Testers have the advantage of being familiar with both the dev code and the test code!
I would say they don't need to know the internal code details at all. However they do need to know the required functionality and system rules in full detail - like an analyst. Otherwise they won't test all the functionality, or won't realise when the system misbehaves.
For user acceptance testing the tester does not need to know the internal code details of the app. They only need to know the expected functionality, the business rules. When a bug is reported
Whoever is fixing the bug should know the inter-dependencies between various features.
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We're neck deep in a project right now, schedules are tight (but reasonable). Our general strategy is to get a strong beta done, release it for testing, and get feedback from our testers.
Quite frequently, we're being hit by small things that spiral into long, time-costing discussions. They all boil down to one thing: While we know what features we need, we are having trouble with the little details, things like 'where should this message go' and 'do they need this feedback immediately, or will it break their flow, so we should hold off'?
These are all things that our testers SHOULD catch, but
a) Each 'low priority' bug like this drains time from critical issues
b) We want to have as strong a product as possible
and
c) Even the best testing group will miss things from time to time.
We use our product, and we know how our users use the old version...but we're all at a loss as to how to think like a user when we try to use the new version (which has significant graphical as well as underlying changes).
edit - a bit more background:
We're writing a web app used by a widely-distributed base of users. Our app is a big part of their jobs, but not the biggest (and, of course, we only matter to them when it doesn't work). Getting actual users in to use our product is difficult, as we're geographically distant from the nearest location that serves as an end user (We're in Ohio, and I think the nearest location we serve is 3+ hours away).
The closest we can get is our Customer Service team (who have been a big help, really) but they don't really think like the users either. They also serve as our testers (it really motivates them to find bugs when they know that any they DON'T find may mean a big upswing in number of calls). We've had three (of about 12 total) customer service reps back here most of the week doing some preliminary testing...they've gotten involved in the discussions as well.
Watching someone using the app is a huge benefit to me. Possibly someone who is not entirely familiar with it.
Seeing how they try to navigate, how they try to enter information or size windows. Things we take for granted after creating/running the app hour after hour, day after day.
Users will always try and do things you never expected and watching them in action might bring to light how you can change something that might have seemed minor, but really makes a big impact on them.
Read Don't make me think.
Speaking generally, you can't. There's not any way you can turn off the "programmer" part of your brain and think like a user.
And you're right about (c), testing groups don't necessarily catch all the bugs. But the best thing you can do is get a testing group comprised of real, honest-to-goodness end users, and value their feedback. Draw further conclusions from their general comments.
If you want to know how your users will see your system, the closest you can get is usability testing with real users. Everything else is just heuristics and experience, and is also subject to error. There's no such thing as a bug-free product, but you should be able to get a "strong" product with usability testing.
Buy a cheap, easy to use video camera and record your testers using the app. Even better, get some people unfamiliar with the app. to use it and video them. It's relatively cheap, and you'd be surprised what it will highlight.
I like policy of "eating your own dog food"("http://en.wikipedia.org/wiki/Eat_one's_own_dog_food). It brings you one step closer, because you become a user, although you might think like one.
Try to use your app when you are very hurry (e.g. you have someone who waits for a dinner).
You will see all this little things because you have to wait, you have to go back to the mouse of the keyboard, etc.
And also, make your wife use it. Or your mother.
Another useful test : help someone to use it, by phone. If he can't find the button with your directions, that's probably a bug.
The important thing is to get enough information that you yourself can become a "user". Once you do that you can answer most questions yourself.
The way I always do this is to go talk with them about what they need to do, what they typically do, and how they use their current tools to do it. Then (very important) sit with them while they do it. Make sure you get on with them well enough that you can come back to them with questions about how they handle edge cases you think of later (often the answer will be the appalling "we go around the system manually for that").
I will almost always notice something they are doing that is a royal PITA that they didn't bring up because they are used to having to do that and don't know any better. I will always notice that their %90 typical workflow isn't the easiest workflow the tools provide.
You can't really rely on plain old-fashioned requirements gathering by itself, because that is asking them to think like a developer. They generally don't know what is possible to do with your software, what is easy, and what is hard. Also they typically have no clue on GUI design principles. If you ask them for design input they will just tell you to put any new control on their favorite page, until the thing looks like a 747 control panel.
The problem is often that even the users don't know what they want until they are actually working with the software. Sometimes, a small oversight can be a big usability problem, sometimes a well thought out function that was requested by many users sees only little use.
My suggestions to decrease the risk of not implementing the right usability features:
Take a look at users actually doing their day to day work. Even if they use another software or no software at all. You will be able to determine the artifacts they often need to get their job done. You will see what data they frequently need. Concentrate on the artifacts, data and workflows most used. They should be the most usable. Exotic workflows may be a bit more time consuming for the users than often used workflows.
Use working prototypes of the GUI to let users work through a realistic workflow. Watch them and note what hinders them and what works well. Adjust your prototypes accordingly.
If an issue arises in an often-used part of your software, it is time to discuss it now and in details. If the issue concerns a seldom used part, make it a low priority issue and discuss it if you have the time. If issues or suggestions are low priority, they should stay low priority. If you can't determine if solution A or solution B is the best, don't run in circles with the same arguments over and over. Just implement one of the solutions and see if the beta testers like it. The worst thing you could do is waste time over tiny issues, while big issues need to be fixed.
A software will never be perfect, because the viewpoints of users differ. Some users will think that a minor problem breaks the whole application. Others will live with even severe usability issues. People tend to lend their ear to those who argue the loudest. Get to know your users to separate the "loud" issues from the important ones. It takes experience to do this, and sometimes you will make wrong decisions, but there is no perfect way, only one of steady improvement.
If you can, set aside a certain amount of usability development resources for the rollout phase of your software. Usability issues will arise when people start working with it in a real production environment. Sometimes it is not important to present the perfect software, but to solve issues quickly as they arise.
The flippant (yet somewhat accurate) answer to how to think like a user is put a knitting needle in your ear and push really hard.
The longer response is that we as programmers are not normal and I mean that in a good way. I scratch my head at the number of people who still run executables they receive from strangers in emails and then wonder how their computer got infected.
Any group of people will in time develop their own jargon, conventions, practices and expectations. As a programmer you will expect different things from an operating system than Joe User will. This is natural, to be expected yet hard to work around.
It's also why BAs (business analysts) exist. They typically come from a business or testing background and don't think like programmers. They are your link to the users.
Really though, you should be talking to your users. There's no poitn debating what users do. Just drag a few in and see what they do.
A usability test group will help.. tests not focused on discovering bugs, but on the learning curve of the new design, made by a group of users, not programmers.
I treat all users like malicious idiots.
Malicious because I assume all users are going to try and break my code, do stuff that is not allowed, avoid typing in valid data, and will do anything in their power to make my life hell.
Idiots because again I can't assume they will understand simple stuff like phone formats, will run away screaming if presented to many choices, and will not make any leap of faith on complicated instructions. The goal is to hold their hand the entire way.
At the same time, its important to make sure the user doesn't realize you think they're an idiot.
To think like a user, be one. But are these actually bugs that your testers are reporting? Or are they "enhancement requests"? If the software behaves as designed per requirements and they just don't like the way it operates, that's not a bug. That's a failure of requirements and design. Make it work, make it rock solid, make it easy to change and you'll be able to make it what your users want.
I see some good suggestions here, especially observing people trying to use you app. One thing I would suggest is to look at the order in which things are presented to the user on paper forms (if they use these to do data entry from) and make the final data entry page mimic that order as closely as possible. So many data entry errors (and loss of data entry speed) are from them having to jump around on the page and losing their place. I did some work for a political campaign this year and in every case, entering data was made much more difficult because the computer screen did things in a differnt order than the paper inputs. This is particularly important if the form is one that can't be changed (like a voter registration form, a campaign has to use what the state provides) to match the computer screen. ALso be consistent from screen to screen if possible. If it is first Name last name on one form, making it last name first name on the next will confuse people and guanteee data entry errors.
If you are truly interested in understanding users though I strongly suggest taking a course in Human factors engineering. It is an enlightening experience.
The 'right' way to do this is to prototype (or mock up) your new interface features, and watch your users try to use them. Nothing is as enlightening as seeing a real user try to use a new feature.
Unfortunately, given most projects time and resources, this is not possible. If that is the position you are in I would recommend you discuss in the team who has the best grasp of usability, and then make them responsible for usability decisions - but that person will need to regularly consult real users to make sure his/her ideas are consistent with what the users want.
I'd suggest doing some form of usability testing; I've participated in such in the past, and found them quite useful.
If you were writing a ticketing system, for example, bring up tasks, and ask questions like "how would you update this ticket" or "what do you expect to happen if this button is clicked".
You don't necessarily need a full application, either, in some places screen shots can be used.
You could take the TDD/BDD approach and get the users involved before beta, having them work with you on refining requirements as you write your unit tests. We're beginning to incorporate some of those trends into our current project, and we're seeing fewer bugs in the areas where we have involved the users earlier.
There is no "think like a user" technique, get your hands on someone who knows nothing of the project and throw what you have done at them.
It's the only way to see how the look + feel + functionality present themselves to the end user.
Once you shocked that person who knew nothing of the product, listen to all of their idiotic (or so you think they are) complaints, fix them, arrange every silly cosmetic thing they point out (either by fixing the UI or by improving whichever documentation you had)..
and after you have satisfied the person you chose to look at your app from zero knowledge on the subject first round, pick another ...and another... until they stop being shocked when they see it, and they don't get stuck on.. "ok.. what does this do?" kind of phases.
You (as a member of the project, be it the project manager, developer, etc) will never think like a user is my answer to that question.
Old saying: You can make something "fool proof" but you can't make it "Damn-fool proof".
Additionally: When you make something "idiot proof" the world invents a better idiot.
Other than that, I agree with what everyone else said.
Ask someone with absolutely no knowledge, insight or programming experience to use the program and try to figure out every function of the program.
People who would NEVER use such a program are most likely to find bugs.
See it as a new Safari user (or FF) who tries to put the URL inside the search field...
As a programmer you guess no-one would be that stupid (or, well.. unknowing), but people actually sometimes find themselves in these situations. As a programmer, we miss these things.
What are your best usability testing tips?
I need quick & cheap.
While aimed at web design, Steve Krug's excellent "Don't Make Me Think: A Common Sense Approach To Web Usability" features (in the second edition, at least), a great chapter entitled "Usability Testing On 10 Cents A Day", which I think is applicable to a much wider range of platforms.
The chapter specifically deals with usability testing done quick and dirty, in a low-budget (no money and/or no time) environment, and illustrates some of the most important considerations for getting an initial "feel" of the thing.
Some of the points I like in particular are:
You don't need to test with a huge number of people (a sentiment also echoed by Jakob Nielsen)
A live reaction is worth a lot; if possible, make sure the developers can see the reaction (perhaps using a video camera and a TV; it doesn't need to be an expensive one)
Testing a few people early is better than a lot later
Joel Spolsky is known for advocating "hallway usability testing", where you grab a few passing users and ask them to complete some simple task. Partly inspired by the "a few users yield the bulk of the results" philosophy, it's also relatively convenient and inexpensive, and can be done every so often.
Ask someone non-techy and unfamiliar with it to use it.
The archetypal non-technical user, one's elderly and scatterbrained maiden aunt. Invoked in discussions of usability for people who are not hackers and geeks; one sees references to the “Aunt Tillie test”.
The Aunt Tilly Test (Probably needs a better name in today's day and age, but that's what it's referred to)
You have to watch people use your application. If you work in a reasonable sized company, do some 'hallway testing'. Pull someone who is walking past your door into the room and say something like, 'Could you please run the payroll on this system for the next month? It should only take two minutes'.
Hopefully they won't have any problems and it shouldn't be too much of an imposition on the people walking past. Fix up any hiccups or smooth over any processes that are unnecessarily complex and repeat. A lot.
Also, make sure you know what usability is and how to achieve it. If you haven't already, check out The Design of Everyday Things.
Some good tips here.
One mistake I made earlier on in my career was turning the usability test into a teaching exercise. I'd spend a fair amount of time explaining how to use the app rather than letting the user figure that out. It taught me a lot about whether my applications were easy or hard to use by how puzzled they got trying to use the app.
One thing I did was put together a very simple scenario of what I wanted the user to do and then let them go do it. It didn't have step-by-step instruction ("click the A button, then click the B button") but instead it said things like "create a new account" and "make a deposit". From that, the user got to 'explore' my application and I got to see how easy it was to use.
Anyhow, that was pretty cheap and quite enlightening to me.
Quick and cheap won't cut it. You have to invest in a user experience framework, starting with defining clear goals for your app or website. I know it's not what people want to hear, but after supervising and watching a lot of user testing over the years, using Nielsen's discount usability methods is just not enough in most cases. Sure, if your design really sucks and have made huge usability errors, quick and dirty will get 80% of the crud out of the system. But, if you want long-term, quality usability and user experience, you must start with a good design team. And I don't mean good graphic designers, but good Information Architects, interaction designers, XHTML/CSS coders, and even Web Analytics specialists who will make sure your site/app is measurable with clear goals and metrics. I know, it's a lot of $$$, but if you are serious with your business (as I am sure most of us are), we need to get real and invest upfront instead of trying to figure out what went wrong once the whole thing is online.
Another topic to research is Heuristics for usability. This can give you general tips to follow. Here's another use of heuristics
If you don't know where to begin, start small. Sit a friend down at your computer. Explain that you want them to accomplish a task using software, and watch everything they do.
It helps to remain silent while they are actually working. Write everything down. "John spent 15 seconds looking at the screen before acting. He moused over the top nav to see if it contained popup menus. He first clicked "About Us" even though it wasn't central to his task." Etc.
Then use the knowledge you gain from this to help you design more elaborate tests. Tests with different users from different knowledge realms. More elaborate tasks and more of them.
Film them. A web-cam mounted on the monitor is a good way to capture where their eyes are moving. A video recorder coming over their shoulder at 45 degrees is a good way to capture an overview. Bonus points if you can time-sync the two. Don't worry if you can't do it all. Do what you can do.
Don't plan your test as if it's the last one you'll ever need and you want to get it perfect. There is no perfect. The only thing approaching perfection is many iteration and much repetition. You can only approach 100% confidence as the number of tests approaches the number of actual users of your software. Usually nobody even gets close to this number, but everybody should be trying to.
And don't forget to re-test people after you incorporated the improvement you saw were needed. Same people, different people, either is ok.
Do what you can do. Don't lament what you can't do. Only lament what you could have tested but didn't.
I am answering very late but I was thinking about asking a similar questions about some ideas. Maybe it is better to keep everything in this question.
I would say that:
Do not teach people about your app. Let them have fresh eyes.
Ask them to make some tasks and record their actions with a tool like camstudio http://camstudio.org/
After the test, ask them to answer so simple questions. Here is my list:
What was your first feeling when you accessed the app?
Can you define the key concepts that are used by the app?
What are the top-3 positive things about the application?
What are the top-3 negative things about the application?
What do you think about these ideas?