| Feb, 2007 | Quality Assurance - Testing User Acceptance Testing (UAT) May 20, 2008 Craig Allgood, CSQE CIBER – Sr. Consultant

IBM Global Services Quality Assurance - Testing 2 User Acceptance Testing (UAT) Simply Put:  UAT is the final testing performed by the User with the expectation that the User will accept the system as fit for purpose  Some say it is when:  To see how the product handles real-life scenarios  To verify the solution against the business objective We All Perform UAT – Buying a Car  Fit for purpose  Size  Towing  No major blemishes  Age of the car  Warrantee  Budget  Gas mileage  Expectations  Wheels  Brakes  Door handle User Acceptance Testing - UAT

IBM Global Services Quality Assurance - Testing 3 Agenda  Introductions  Types, Perspectives and Contents  UAT Tension and Being Proactive  Be Organized  Know the Risks and Priorities  Expect Issues User Acceptance Testing - UAT

IBM Global Services Quality Assurance - Testing 4 Introductions CIBER:  Systems Integration Consultancy (custom and ERP environments)  Work with Public and Private sectors  Outsourcing (on and off-shore)  Project and strategic staffing Craig Allgood  CIBER Raleigh’s QA and Test Thought Leader  Managing test efforts for various types of testing  FDA, GMP, and SEC regulations  Lifecycle Process Improvement User Acceptance Testing - UAT

IBM Global Services Quality Assurance - Testing 5 Types of UAT Performed by User:  Traditional UAT  Business Analyst or Testers creates the test cases  Test are performed by Users Beta  Performed by Users  Mutual understanding that the product may have issues  May focus on parts of the application, not the entire product  Typical when releasing large, external corporation websites Demo  Performed in front of the User or Executive team  Walk-through format  Allows immediate, in-person feedback  More control in the hands of the presenter (could easily turn into a “sales” job)  Could serve as introductory training  Service Readiness Testing (people, processes and tools) User Acceptance Testing - UAT

IBM Global Services Quality Assurance - Testing 6 Perspectives and Content of UAT Perspectives:  User/Client  Business Analyst (BA)  Project/Test Management  IT (SW Development and Infrastructure Implementation) Content of UAT  Software and Hardware  Functions properly  Look and Feel  Input and output  Fit for purpose  Ease of Maintenance  Users Manuals and Training Aids  Meaningful  Accurate  User’s/Client’s Confidence (non-visible)  Were they comfortable during the build process?  Confidence with the build team and management User Acceptance Testing - UAT UAT is not a battle; it is a common approach where all involved must strive to achieve successful closure

IBM Global Services Quality Assurance - Testing 7 UAT Tension UAT can result in various types and levels of Tension: Users  Users are nervous about performing UAT  Users are upset that their product is changing (change usually results in fear)  If development is happening with little BA or User insight, they become more apprehensive about the change  Lack of confidence in the Development effort can lead to an ideal of “No Acceptance” by the User or BA  “This doesn’t meet our needs. What is this mess!” Developers, PMs and Testers  Sometimes feel that the User doesn’t know about the new product and therefore will block out the User  Can focus too much on the deadlines and divert from the User’s needs  Same defects logged over and over  “Well that’s what you asked for!” User Acceptance Testing - UAT

IBM Global Services Quality Assurance - Testing 8 Be Proactive Desires for a Successful UAT:  User involvement  High confidence in the product  High confidence in the development team  Business knowledgeable Users  No surprises  No process tension Proactively Obtain Desires Before Start of Testing  Start preparing early  Create scenarios/test cases with the involvement of the Users  Do not allow the development team to create these  Users provide the most “real-life” input  Encourage a sense of ownership within the User  Early involvement  Familiarity with Business and Design Specifications  Work with and involve the User throughout the development  Be accepting of User feedback in early stages  Display confidence in the product and let the User know it is there to serve them  Simple format to allow Users to focus on the product  Users are not typically from testing or quality backgrounds  Cumbersome process = Frustration = Lack of product focus User Acceptance Testing - UAT

IBM Global Services Quality Assurance - Testing 9 Be Organized Being Organized  Raises User confidence in the product  Raises User confidence in the development team  Displays control and keeps of UAT  Eases the tracking of tests and issues for both sides  Reduces hostility  Keep the process simple Organization Methods  Standard format of  Tests  Interactions (minutes, status, reporting)  Breakdown of specifications to daily use of the product  Classification of tests  Areas and functions  Priorities and risk  Assigning tests  Keep testing under control (individual and time basis)  Discourage “free range testing”  Will reduce repetition of issues logged  Classification of issues  Track the status of tests and issues (reporting)  Periodic meetings and effective implementation of actions from those meeting User Acceptance Testing - UAT

IBM Global Services Quality Assurance - Testing 10 Know the Risks and Priorities Understanding the Risks and Priorities  Simply makes life easier  Allows the development team and the User to focus on key areas  Gives a guideline for setting priorities on tests, issues and functional areas of the product  Raises User confidence in the development team because the understand the risks  Can improve the organization of interaction and documentation Risks During UAT  Product Risks  Business risks  Internal or external application  Standards to adhere to (FDA, SEC)  Cost of faults  Complexity of the product  UAT Risks  Misinterpretation of requirements  Hostility between the User/client and provider  Lack of User dedication to UAT  Group members moving on to the next project before UAT is complete User Acceptance Testing - UAT

IBM Global Services Quality Assurance - Testing 11 Expecting Issues Issues and Defects Happen  Nothing is perfect  Do not get defensive  Have a plan for tracking and resolving  Ensure all parties understand this plan  Classify all issues (priority, area, risk)  UAT is not the time to find out that the solution does not meet the business objectives  Too late at this point  Should follow this along the way Defect and Issues Tracking Keys  Recreation details  Actions  Owners  Verification  Publication and constant review  Ease of access to log User Acceptance Testing - UAT Submitted Closed Verified Resolved Working Assigned Defect lifecycle

IBM Global Services Quality Assurance - Testing 12 Conclusion  UAT is something we do everyday, whether we realize it or not  UAT can include the product, people, processes and tools  UAT sets the final lasting impression  An organized UAT will raise User confidence and ease tension  A controlled UAT will keep the focus on the product  Keep the process simple  Keep all informed throughout the process  Get the User involved early in the development cycle and keep them involved User Acceptance Testing - UAT

| Feb, 2007 | Quality Assurance - Testing Thank you User Acceptance Testing - UAT QIT - May 2008