Showing posts with label IT. Show all posts
Showing posts with label IT. Show all posts

Sunday, 30 August 2020

QA Research and Tackling The Causes of Defects - A CEO's Perspective

I often find it difficult to articulate what testing, bug detection and quality assurance means at the C-suite level. I know for a fact that I am not the only one and the inability to articulate our benefits to the bottom line is a big problem among testers. We know that it reduces cost of rework and increases customer satisfaction (if done properly), however how do you quantify or articulate that to the people at the top? Also, would the CEO of a large company, say a multinational, really understand what tackling bugs and why they happen does not just to the health of products and services but also to the overall health and strategy of the business? Would the CEO understand why it is a priority deserving of major R&D, and be proud to discuss it with investors?

Then I found an example of a CEO who, for want of a better word, "gets it". I watched a recent interview with Richard White, the CEO and founder of the Australian logistics software company WiseTech Global. The part where he talked about quality enhancements (12:00 onwards) as their major R&D factor is impressive.



What made this stand out to me was that when asked about R&D and having the edge on competitors, he spent time talking about the continual work done with his CTO to find out why defects occur and waste occurs in software development. He was proud of their continual work in "squeezing out" the failure points and cleaning up technical debt (something that I have never heard a CEO even mention in an investor interview, and something that is de-prioritized often in favour of working on new features).

To me, the most powerful thing he said was that he saw their investment on the above and the plummeting defect rates as providing a higher "yield" on each dollar spent, using the example of a 32% yearly increase in product updates done with just a marginal increase in staff.

This is a tech company thus software development is the core of their work, however there have been more than a few tech companies that have neglected quality assurance. What this shows is a CEO and technology team who see QA as a major priority to the bottom line and have taken steps to quantify it, allocate R&D resources to drive defect rates down and then be able to present and proudly talk about it on a show aimed at investors.

If a CEO can articulate the value that working on QA and defect resolution and prevention can talk about it so proudly, precisely and articulately, we testers should too.

Tuesday, 5 December 2017

Some Trust in Models! On Simulations, HyperNormalisation and Distorted Reality in Software Teams (Part 1)


Still from Adam Curtis' 2016 documentary Hypernormalisation


Software is all about abstraction. We take an existing or desired process, model it and codify that model into a set of instructions and data that computers can read and follow.

We come up with different processes, methodologies, notional lifecycles, workflows, test strategies, measurements and quality controls to steer our immensely difficult projects to a satisfactory conclusion. For that we get teams of people with different roles and skills to work together, manage the creation and deployment of code with its own complexities and dependencies and implement what (we believe) users want is incredibly hard.

The processes we use to create software are also abstractions. The problems we face are, how much do the abstract requirements, process and methodologies we implement really reflect a desired real world outcome? In the midst of a software project, how do we maintain the link between abstraction and reality? What happens when a software team loses the ability to know about the difference between simply fulfilling the process and getting to a real world product people actually want? More dauntingly, at what point will the team stop caring?


Everything Was Forever Until It Was No More


A stamp featuring Pimenov's "Wedding on a Tomorrow Street", 1973

Anthropology and Sociology provide some interesting allegories that within limits help us to look at the questions above. The Russian academic Alexei Yurchak in his 2006 book "Everything Was Forever Until It Was No More: The Last Soviet Generation" discussed the paradoxical nature of life in the 70s and 80s Soviet Union. People were realising the disconnect between the ideological and propagandistic announcements of a Soviet state that saw itself as successful and immutable ("the end of history" as Marx envisaged) and the increasingly obvious fact that its economy was stagnant, its institutions were failing, events such as the War in Afghanistan were hurting its collective psyche and their quality of life was getting worse by the day. However in the absence of an alternative, whilst they understood something wasn't quite right they remained dissonant and carried on with the pretense that nothing was wrong, deluding themselves into a self-fulfilling prophecy. All the while the national discourse was piling more upon itself and becoming even more repetitive, in unwavering copying and reinforcement of earlier dogma. When the Soviet Union did collapse so quickly and dramatically, its disintegration was shocking to most Soviet citizens who had seen it as eternal. Yurchak coined this condition "Hypernormalisation".

The disconnect between the official narrative and the reality of life in the final decades of the Soviet Union gave rise to artistic protests of a satirical nature, with films such as Andrei Tarkovsky's "Stalker" describing a world that was outwardly similar to ours and could fulfill all our dreams but at a deeper level profoundly different and nightmarish.

Yurchak's book had a profound influence on the English BBC journalist and filmmaker Adam Curtis. His impressive 2016 documentary "HyperNormalisation" expressed the belief that this had been extended to the whole world. In his view, from the 1970s onwards our leaders and media figures had grown tired of struggling to articulate and tackle the complex problems of the real world, resigned themselves to managing the current order and predicting risks and created a "fake world" which trivialised long-existent complex social, economic and political issues into half-baked narratives of "Good vs Evil" with misplaced or contrived enemies. Instead of challenging themselves and the narratives told to them, people turned to virtual worlds in cyberspace that were designed to be free but had powerful hierarchies of their own - harvesting the information and activities of billions of people and and filtering the media people saw to reinforce instead of challenging their opinions.

Consequently people either grew to be dissonant of the "fake" perception-managed world and the real world, accepted the narrative as fact and opted into solipsism and self-focused activities or used the internet to create huge protests and revolutions. Those who retreated became susceptible to agents who were skilled in maintaining confusion and instability - the film uses the examples of then-candidate Donald Trump and Vladimir Putin's strategist Vladislav Surkov - turned politics and news into bewildering theatre such that facts and truth no longer became politically relevant and rumours and chaos reigned. This left them much more open towards the status quo (as in Putin's Russia) or demagoguery (as in the 2016 US Elections).

For those who revolted, in the absence of a compelling alternative direction of society these revolutions failed tragically and spectacularly, such as the protests in Egypt that were hijacked by the Muslim Brotherhood, eventually to be deposed by the military, or the Syrian Civil War that led to the rise of ISIS.


The Road to Disneyland. Simulation and Simulacra.


Pluto, Dale and Daffy Duck on a firetruck, Disneyland Anaheim, 2010

Both of the narratives above borrow from postmodernism, particularly semiotics (the study of communication with and assigning meanings to symbols and signs). The French sociologist Jean Baudrillard in his controversial 1981 treatise "Simulacra and Simulation" described the process where human culture progressively replaces our direct experience of reality with a series of signs and symbols (which he refers to as "simulations") - copies and representations of the real world with a seductive quality.

Over time the simulation is tweaked and copied to the point where it deviates from the original to the point where it is a (in his words) an "evil appearance—it is of the order of maleficence". This continues to the point where any relationship with the original reality is semantic and arbitrary at best.

The end point of this, which he calls a "simulacrum", is a simulation or copy that has been abstracted to the point where it has no relationship to an original at all - only to other signs that may themselves be simulacra. Our life experience of the simulacrum, not being based on any grounded physical object, is not even acknowledged or cared to be based on reality - yet it becomes a “truth" in its own right. This artificial existence is known as "Hyperreality".

The most common example stated, referred to by Baudrillard and Italian philosopher Umberto Eco, is Disneyland. The facades of Main Street with its allusion to an idealised past create a facade that appeals to our imaginations and desires. The Big Thunder Mountain ride is an exciting allusion to old mining rail tracks in a cowboy setting. Nevertheless, Main Street as a real street never existed and mining rail tracks of bygone times were not anything remotely like Big Thunder Mountain. Of course, Disneyland is so seductive that none of this matters. We engage with the fantasy world as if it were real. This is the definition of the Hyperreal.

Other stated examples of simulacra include historical fallacies that have been promoted widespread as facts, artificial substitutes for human interaction such as sex dolls and AI chatbots, films with digitally created CGI characters and backgrounds and "structured" reality TV shows.

A Postmodern Perspective on Software Delivery


I came across the work of Baudrillard along with Adam Curtis' "HyperNormalisation" at about the same time in 2016, after about nine years of working as a tester. Whilst drawing conclusions from ideas from sociology and anthropology applied to software teams without thought is a flawed and dangerous activity, I believe that they provide a lens through which our inability to deal with the inherent contradictions behind key concepts in software engineering can result in software teams falling into flawed and misused practices - and why even if they are suspected to be flawed and misused, teams fall into dissonance and fail to act right up to product catastrophe.

For this I offer perspectives on four concepts critical to software engineering and testing - quality, measurement, requirements and methodology/process.


Quality - Relative at Best, Simulacrum at Worst


The usual aim of a software team is to deliver a "quality product", however Quality is a vague and shifting target. Gerald Weinberg, seen as the "Godfather of Agile", wrote in his 2012 blog article "Agile and the Definition of Quality" on the "Relativity of Quality' - "what is adequate quality to one person may be inadequate quality to another." He states the following -

"If you examine various definitions of quality, you will always find this relativity. You may have to examine with care, though, for the relativity is often hidden, or at best, implicit.

Take for example Crosby's definition:

"Quality is meeting requirements."

Unless your requirements come directly from heaven (as some developers seem to think), a more precise statement would be:

"Quality is meeting some person's requirements."

For each different person, the same product will generally have different "quality," "

He list various statements defining quality from the point of view of specific project stakeholders.


"

a. "Zero defects is high quality."

1. to a user such as a surgeon whose work would be disturbed by those defects

2. to a manager who would be criticized for those defects


b. "Lots of features is high quality."

1. to users whose work can use those features–if they know about them

2. to marketers who believe that features sell products


c. "Elegant coding is high quality."

1. to developers who place a high value on the opinions of their peers

2. to professors of computer science who enjoy elegance

"

etc...


His ultimate definition of Quality - that it is "Value to Some Person" - has consequences to agile teams. He states that the definition of quality is "political and emotional" and thus leads to decisions on whose opinions count most. Also these decisions can be less than rational and are hidden from public view.

It is my assertion that in cases where not enough thought has been given to grappling with the contradictions above, a team’s conception of “Quality” has little in relation on the reality of the product (to the extent that the reality can be defined or measured) or the aims of the project. Quality as a symbol or concept becomes nothing more than the biased opinion or dogma of some powerful manager or stakeholder or a vague guess of the desires of some abstract “target market”. However in the perceived absence of anything better, the team acts as if it were the truth. It becomes a simulacrum.

The effect of this is we have started to give up the belief that we can make a “quality" product. James Bach, in his 2009 blog article “Quality is Dead #1", paints a despairing picture -

“A pleasing level of quality for end users has become too hard to achieve while demand for it has simultaneously evaporated and penalties for not achieving are weak…. When I say quality is dead, I don't mean that it’s dying, or that it’s under threat. What I mean is that we have collectively - and rationally - ceased to expect that software normally works well, even under normal conditions. Furthermore there is little any one user can do about it.”

Bach asserts that the result of this disillusion with the possibility of quality is that management have given up and moved towards the lowest common denominator approach - dispensing of good test teams and moving to cheaper and less capable offshoring teams.

“Top management can’t know what they are giving up or what they are getting. They simply want to spend less on testing. When testing becomes just a symbolic ritual, any method of testing will work, as long as it looks impressive to ignorant people and doesn’t cost too much.”

This “going through the motions” while publicly acting as if quality is being improved, as I see it, is a type of mini-hypernormalisation.

The Question of Measurement


Measuring an attribute that does not lend itself to precise and agreed definition and arises from human feelings and politics is evidently problematic and will lead to inconsistent and tenuous results. Rich Rogers, in his 2017 book "Changing Times: Quality for Humans in a Digital Age" writes -

"If stories and feelings tell us more about human responses than cold facts, dates and numbers, this might provide a clue as to why software development teams, and the organisations they work with, sometimes struggle with the question of quality."

"In this field, refuge is often sought in numbers.... By setting numeric quality targets - sometimes called exit criteria - a desired state can be agreed upon: a point at which the product is deemed good enough for whatever follows, including whether it is ready to be released to customers. The numbers act as a comforting security blanket, creating a sense of control. Even if the picture they paint is troubling, at least the provide a means of seeing that picture."

However as Rich Rogers continues to explain, this is an abstraction that while comforting, is limited and prone to mislead. Crude metrics such as counting of passed test cases and defects assume an equivalence between test cases that isn't likely to exist. They also hide the types of investigation and testing outside of these test cases along with defects that were resolved without the need to record.

"Quality is not measurable in the way cost or time might be measured... There is no such unit of measurement for quality."

He makes the case that metrics still have a role to play in discussions about patterns and potential issues. Reports are only useful in triggering those discussions - about what the metrics tell and do not tell.


The Illusion of Requirements


What about requirements? If one takes a list of use cases, desired functionalities and acceptance criteria - and the product contains all of these working to some agreed order - does that mean we have a quality product?

I believe that this is also tenuous at best and a comforting fantasy at worst. Requirements follow the same rules as "quality" defined by Weinberg. They depend on the judgement, political power and knowledge of the person who defined them - as filtered through project stakeholders, business analysts and the printed page.

The person who conceived the requirements, we have to assume, has a correct knowledge of the problem to be solved. Anyone with experience of software development will know of circumstances where that is a bad assumption. They may arise from a high level abstraction of an existing business process, ignorant of the day to day challenges and tacit knowledge of those implementing the process. The person who stated the requirements may be a high level manager without any experience of ever implementing the process, a slave to the reports of subordinates.

The illusion doesn't end there. Various test case management tools allow use cases and acceptance criteria to be linked to one or more test cases, generating requirements traceability. This is also flawed for the same reason that test case metrics are flawed. They make presumptions that quality in a requirement can be neatly expressed by X test cases passed in an associated matrix, or an hour's session based exploratory testing revealing no defects. This is very wrong as any tester with experience will tell you.

Methodologies and Primacy of the Process


In response to the above, there have been created many different approaches to a software development project along with practices within them. Even within Agile we have XP, Kanban, TDD, BDD, Continuous Integration, Scrum, SAFe, DevOps… Even within testing we have competing schools and methodologies. These are all simulations of how teams work in practice - very rarely do teams follow a prescribed methodology to the letter. How one team defines “agile” can have only a tenuous relationship to another even within the same company.

The danger is that the process is deemed to matter at the expense of the outcome, or implemented to provide benefits to the adherents without respect to the project. For new adherents, as Rich Rogers points out -

"The techniques and tools used in carrying out the work can seem exciting, and there is no shortage of new ideas and skills to learn. The desire to be at the forefront of change, or at the very least to demonstrate awareness and familiarity with current methods, can be a powerful motivator in this field. Adoption of new techniques, training in how to use new tools and acquisition of knowledge and skills related to new ideas, or possibly a desire to enhance a resume."

One area where the hype and impetus to learn is already causing an effect is in test automation. The drive to automate more (if not all) tests, and its effects on tester recruitment, causes testers to devote project and personal time to learning automation tools and programming - and to implement them without experience or real forethought. I know from my own experience the waste and effects of poorly implementing an automation strategy based surreptitiously on a desire to learn a new skill in a commercial context.

Another danger is that processes are defined at the company level and not the team level. Because they were believed to work before, we enforce processes and methodologies on other projects in an effort to "standardise". This may make sense at a management, resource allocation and control level, however projects with ill-considered, enforced processes risk great failure.


Leaky Abstractions in a Complex World


If we understand the flaws in defining quality, measurement and requirements, and our methodologies are idealisations, why do so many teams still persist in making critical project decisions based on their flawed understanding of them? Is it purely ignorance or something else?

Rich Rogers makes the point that metrics, however flawed, act as a comforting security blanket, providing some basis for decision making. We may not be measuring the right thing but we are measuring SOMETHING that may or may not be close to quality.

In the same way, requirements may be incomplete, flawed or at the extreme end utterly irrelevant to the problem we wish to solve, however they do exist. One can use them for contracts, resourcing, planning, development, testing and delivery. In agile methodologies we can continually add changes until (we hope) the end product approaches something the user or stakeholders might want.

In any case these, along with working definitions of quality, are all models of the "real" state of a project or product. For better or for worse they are vital in reducing a development project from something almost ineffable to something that can be planned or achieved. I treat them as "simulations" as defined by Baudrillard. Because of this, they are greatly seductive.

What matters is their relationship to the real state of the product and the development process.


Hyperreality and the Failing Team


My conjecture is that in projects that are dysfunctional or fail to provide what we call a quality outcome, these simulations are so far removed as to be devoid of reality. In the same way that Disneyland is a simulacrum, so are these.

However, simulacra are greatly seductive simply because they are easier than embracing the difficult to manage real world they pretend to describe. Hyperreality is not real but its sway on team certainly is. Also, changing approaches and mindsets within teams and at the company level, especially without either the privilege of management support or a clear narrative of a better solution and how to get there, rates from difficult to impossible. The closer to the project deadline, after so much has been invested and with the probably painful consequences of a late or failed delivery, the less the team will be willing to experiment and the more the team is likely to act is if nothing is wrong. Status reports show green, problems are ignored, process and the simulacra are gospel - and then the Soviet Union collapses.

Nevertheless, as with the final decades of the Soviet Union, it is probable that a few team members at some level know that something was wrong with the system even if they could not articulate the problem and don't see an alternative. They may follow "best practice" to the letter, see great test coverage as defined by the flawed metrics above, defects resolved, requirements ticked off but their stakeholders still complain, or their clients find defects that are tangential to or don't make sense based on the requirements they worked with. Everything is said to be running smoothly but everyone and everything is stressed. This is what I regard as HyperNormalisation - hyperreality with a subtle chink in the armour.

In companies that are greatly hierarchical, have established and immutable processes and teams with egos and dominant personalities reliant on the status quo it is likely that the unnerved team members above, especially if not at senior level, will keep quiet. They may decide that "Nobody got fired for just doing their job", or patiently wait for the end of the project. They may ask to be moved to another project or if the stress becomes an issue take sick leave. They may go through the motions of work without committing fully to it. These are a protest of a sort, but all they do is accelerate the eventual collapse and slump in quality.

The unfortunate truth is that without some shock that forces the team to reflect on its assumptions and processes, most teams trapped in a seductive but vicious hyperreality are not likely to be self aware enough to change until the project suffers dramatically or collapses entirely.


Epilogue


In this text I have covered concepts of hypernormalisation, simulacra and simulation and hyperreality and suggested them as analogies to look at four key concepts in software engineering - quality, measurement and requirements and methodology/process - and their impact on software projects. I have asserted that our inability to understand that these are ultimately seductive simulations with varying levels of relationship to the real world, and the difficulties of teams to reconcile these, cause great risk of projects deluding themselves into poor products and failure.

In Part 2, to be completed shortly, I look at applying these concepts to the IT industry and our tech culture as a whole, and look into various ways suggested to prevent or rescue teams from seductive self delusion. In the meantime, I would be grateful for your comments and considerations.


Friday, 20 October 2017

I'm Paul and I'm a Failure (and it's ok!)

Every day I make one silly mistake. Be that misreading some acceptance criteria or use case, setting something to the wrong value in JIRA so that it doesn't appear in a bug report, forgetting to send a document to someone, missing my train stop on the way home, accidentally pulling out my wife's computer's power cable when disconnecting my own laptop, the large number of times I wrote a tweet that in retrospect I shouldn't have...

My life in IT has had a few pretty startling incidents of backing a losing horse. The time when as test lead I fully and excitedly backed my superior's decision to solve our automation problems by buying a licence for HP QTP for tens of thousands of dollars (buying into the logic that spending lots of money of a tool shows undying commitment) going gung ho at creating automated tests in it (my team of three being the only team to do so). When my superior left and it was sensibly decided by the tech management that we would save our money and move to Selenium, my team lost its entire automation suite overnight. I couldn't argue - it was totally the right decision.

Or the time when due to my lack of experience in development, knowledge of the relative benefits of a breadth-first search and willingness to ask for help the recursive database abstraction layer I wrote took days instead of tens of minutes to run (or more often crashed due to an out of memory error - no mean feat in a garbage collection language like C# !)  and caused severe delays to a product release. The fallout from that shattered my belief in my own programming ability for years, but I got over it slowly.

Or the time when I managed to break a database migration system I was coding a multilingual interface for due to the fact that one of the lines I (clearly in an unthinking fashion) translated into French was actually a SQL statement.

Why do I mention these potentially career-limiting paragraphs in my blog? Because whilst I suffer from self belief issues as much as the next person, I don't feel ashamed of the mistakes I made (and occasionally still do), have got over the need to be a perfectionist and slowly recognised them as opportunities for learning and self reflection. Only the most privileged and least willing to take risk of us sail through life without failing at something.

Yet when I read the blogs of some of the other testers and thought leaders in this field (not that I would ever call myself a thought leader in anything), I am unsettled by the lack of humility or mention of the hard lessons behind the advice they give. Of course we have careers to protect, conferences to speak at and consulting gigs to apply for, however none of us were great IT consultants, devs and testers out of the womb. Not One Of Us. Rarely is a career a perfect and graceful trajectory from school, university via junior to senior. We all have mistakes we have made (some of us may well have been fired from jobs and had to bounce back) and opportunities to learn, so why don't we write about them, or talk about them at conferences, or mention them on Twitter?

Why aren't we more tolerant of the mistakes our colleagues, managers or staff make? Do we think we are above them? I once had a boss whose lack of tolerance of perfect work (or for that matter, temper) was legendary. I once heard him shout "I don't pay you to make mistakes!" Was he devoid of errors himself? Not at all.

Was his team a perfectly oiled machine as a result? Of course not, and most hated him. High performance doesn't come about through bullying and threatening people. He achieved nothing but probably high blood pressure. I have seen other attitudes in teams I have worked with that, whilst they are not quite as aggressive or extreme, were no less haughty.

Let's calm down and appreciate our fallibility. Admit our errors. State what we learned in the context of how we learned them. Let's be more tolerant of the honest failures of those work with. That is the only way we will receive forgiveness for our faults in return.

Monday, 7 August 2017

On the Need to Test for Beauty and Elegance

I have spent the last month off work, visiting parts of the UK, Paris and Seoul with my wife. During this time I have spent much time engaged in visiting museums and historic sights and strangely enough pondering over my half-formed and admittedly likely flawed ideas regarding what beauty and elegance is.

What IT products would end up in a museum or art gallery in 100 years time? Computers that didn'ty look great but represented an impressive landmark in CS such as Tom Kilburn's Baby? Beautiful and stylish Apple iMacs and iPads? More "functional" but equally noteworthy VIC 20s and Atari STs? What about software? Computer games such as the Tomb Raider and Destiny series are beautiful to look at and very fun to play but the much more mundane Microsoft Office has been more important to people in a wide range of areas. Can one genre be seen as "art" and elevated to the Louvre one day, sharing a wing with the Botticellis and the Venus de Milo, and the other deemed more fitting for industrial museums such as the venerable Museum of Science and Industry in Manchester - sharing a wing with the steam engines and 19th Century cotton weavers? Is this a poor distinction to make and should all software be treated equally?

Sandro Botticelli: Madonna and Child with St. John the Baptist, c. 1470–1475, Louvre (CC: Wikipedia)
Replica of Tom Kilburn's Manchester Small Scale Experimental Machine, nicknamed "Baby". The world's first stored program computer. (CC: Wikipedia)



How many development teams see their end product as aesthetically pleasing and write this into their requirements? Who is the best judge of something so abstract and intangible - a UI expert, key users, the testers or the manager? In the middle and latter stages of a project, when the deadline is upon us and the resource restraints come thick and fast, how much of aesthetic quality sacrificed to reach the goal? How often do testers actually raise an issue that a design or its implementation is ugly or inelegant?

I have worked with some (what I regarded as) damn ugly and inelegant software in some past projects, yet I admit that rarely have I put up my hand and stated that some feature was just not stylish or pretty enough. I have improved on this recently. In my experience the all too common wisdom in teams has been that it was "what was agreed in the spec" or "what the client wants" or "what the designers/devs came up with and it is too late to change it". In terms of aesthetics, I have simply tended to focus on useability and how closely the user interface matches the design. In this respect I should have done better and fought against the perceived wisdom - in some cases nothing more than excuses for inaction.

However useability is not the same as elegance and "matching the design" is not the same as beauty. All software aimed to be used by people will be judged by its aesthetic qualities and elegance. We want software that elates the heart as well as satisfies the need. Testers have a critical role to play in achieving this.

The focus (especially in agile development) on inclusion of features above all else - done in a rushed fashion without care for aesthetics - detracts from the elegance (where simplicity is a large part) and beauty of the eventual product. Even after production deployment, we create environments where the final has new challenges to cope with - be they oversized and dynamic ad content that change the layout of web pages or overly complicated and badly designed later-introduced game levels and characters - that give a poor impression to our users.

This can also be caused by testers being brought in at the development (and later) stages of the project - after requirements and design are "locked down". The current trend towards "shift-left" may resolve this. Another cause for certain projects heavy focus on meeting the letter of requirements over thinking about what is best for the users - which takes leadership from the stakeholders and project management down to  resolve but for which testers must be willing to ask the difficult questions to achieve.

Regarding who is best to judge what is beautiful or elegant or what even these terms mean in IT, I have no definitive answer and put the question out to the community. There are web and UI design standards which can help but they do not solve the problem. At one level, product walkthroughs and the inclusion of management and user views at every iteration can at least provide opinion and consensus (where all are allowed to speak with equal merit), however even in these cases the focus can tend towards what is functionally sufficient and not the aesthetics.

I implore all of us working in development teams to challenge views about design and look and feel as early as possible in the lifecycle. Testers should ask hard questions about the aesthetic qualities of the product, however without acceptance from stakeholders, management, business analysts, designers and developers nothing will change. Clearly there are many examples of stunning and elegant products created that people like as well as use (Apple is a case in point), so good practice does exist. We all need to find and follow it.

Sunday, 26 March 2017

On Minor Bugs, or Death by a Thousand Cuts

Defects like other products in IT have a lifecycle. There are variations but in most places I have seen and worked the lifecycle for defects that are fixed, retested and pass retest is largely as below -

Found -> Logged or Reported -> Triaged, Assigned Severity -> Allocated to Developer -> Reported Resolved -> Retested -> (if pass retest) Closed

This is not the only way. Some testing schools, particularly Rapid Software Development recommend talking with the developer to see if a quick fix can be added efficiently without the need to log or report the issue. One with access to source code and sufficient knowledge may have the development knowledge to implement one's own fix. The one problem with this approach is that these incidents would not appear in defect counts in test summary reports.

In a large number of cases the reporting and triage/severity assignment of a defect are done in the same step. That is a problematic approach and assumes that the tester has the background and knowledge to make the same judgement about defect severity as a user or stakeholder. There are numerous times I have misjudged the user impact of some defect and been subsequently corrected.

Typically defects are graded based on an enumerated severity score. One I use is -

Sev 1 : Blocker.

Catastrophic failure of the application or major functionality. No further testing can proceed. Defect must be resolved immediately before delivery.

Sev 2 : Critical.

A failure of a functionality or loss of data which cannot be worked around. Defect must be resolved before delivery.

Sev 3 : Medium

Failure of a functionality for which a workaround exists. Delivery may be done if PM or stakeholders accept the risk.

Sev 4 : Minor, Trivial

Cosmetic defects. Styling issues, spelling mistakes, layout and minor workflow errors etc.

Defects are then prioritised based on available resources, the impact of other work, timelines and fixes applied to Sev 1 and 2 defects first, then 3 and 4. Defects 3 and 4 may be resolved following a production release dependent on the acceptable risk...

..Except that the pressures of timelines, staffing and resourcing and the need to release other features make it very difficult for us to return to work on these lower severity issues. They often get forgotten - that minor useability issue that customers have to live with or that styling defect that makes the application look somewhat less than professional.

This is a dangerous state for the application and the project. While high severity defects mean that the customer cannot do some task or other and thus do typically get prioritised and fixed quickly, the less severe look-feel and useability defects left unresolved are what will annoy your customers and users in the long term, leave a bad impression of the company and at worst will leave your product as shelfware. These are the things that they grumble about in user groups or forums on the web, mention in app and product reviews and tell their friends and colleagues - each a lost avenue that may overwise have lead to a new customer. Once the complaints and dissatisfaction reach a crescendo these initially small issues become major ones and you will have to deal with them in a fast, probably stressful manner.

So how can we manage these? Some ideas I have seen are -

1) Endeavouring to resolve all of them before the first production release. This is likely to be impractical, negates the idea of priorities and severities in the first place and the sudden redevelopment will require more regression testing (automated or not). However it would get the job done.

2) An agile cycle ringfenced to resolve all outstanding non-severe defects. This is a good approach but not perfect. Agile development cycles centre around the release of features and you would lose a cycle of new features in the process. It will thus require buy-in from the stakeholders of the project, who may themselves not be so concerned about minor defects vs key features.

3) A blended approach of fixes drip-fed over time. This may be particularly good where there already exists a continuous integration and deployment process such that the said fixes can be deployed speedily and seamlessly. However this still impacts on resources otherwise likely to be working onthe development of features and there would still need to be a schedule devised such that all the lower severity defects are resolved as soon as possible.

The above was written as a point of discussion and I would love to know your views.

Some Security Podcasts I Like

As a tester and a current student of web security and pentesting I have recently tried to update and improve my knowledge on general security issues. I am a big fan of podcasts, being able to listen to them while I work and travel. Having a set of podcasts on the go is I find an easy win in terms of time and opportunity - and there are some free, good and enlightening ones...

OWASP 24-7

The official podcast of the OWASP security consortium. A podcast released around once a month. Conversations with speakers on big and important areas such as security, devops, continuous integration and project management along with details on individual OWASP projects and the APPSEC conferences. I find the style engaging and informative and almost never dull. Not to be missed.

TWiT Security Now

The Daddy of the genre. IT Guru and broadcaster Leo Laporte and anti-spyware pioneer Steve Gibson spend two hours every week discussing the big IT security issues of the day. Recent topics include the huge Struts 2 and Cloudflare vulnerabilities, the leaking of CIA's Vault 7 and cyber warfare against Poland and the Ukraine. Once again, interesting conversations and information to while away the hours.

Defensive Security Podcast

Security experts Jerry Bell (@maliciouslink) and Andrew Kalat (@lerg) talk about the big security issues of the day and how companies can protect themselves. Covers similar topics to TWiT but in a shorter time and at a somewhat more technical level. A decent and informative podcast, however I would not believe that there is much value in listening to this and TWiT Security Now every week.

Paul's Security Weekly / Hack Naked News

​A large mixture of podcasts and webcasts produced by Paul Asadoorian aimed at the jobbing security tester, with demos, news items, online interviews and advice entertainingly delivered. The Hack Naked News cast comprises short (no more than 10 min) news episodes about the world of hacking and security. Great for those who are busy or reticent about listening to the longer recordings above. Worth checking out..

Sunday, 7 December 2014

On Being an "Impostor"...

I have always taken an interest in testing as an activity ever since I was given the testing role in my last job some years ago. I was the first dedicated tester the company had, and had to learn it from scratch without help for training. I managed to achieve good things in the role and set up some effective if crude processes although I did make some horrendous mistakes. l have spent time meeting other testers in industry meetups, read the blogs, followed the online discussions that interested me etc. However the more I read, the more I have realised how much I know about this area of IT- still very little. There is nothing like speaking to the highly skilled testers and studying more in the field to install a sense of humility and the idea that I have so much more to learn.

That isn't in itself a problem except that it does get me down that I haven't done or learnt more as a full-time tester, or that I still find it hard to think of myself as a "good" test analyst. I find every day something new to add to the pile of things to improve and learn. I like the challenge and stimulus but I seem to never catch up !. Is there a point in this industry when you can finally call yourself good or even adequate? Is it after X years of working or crossing off experience in enough strategies such as exploratory testing, static analysis, ATDD etc? After a good employment review, a good rep by a testing expert or an invitation to speak at a conference? After the nth ISTQB advanced/expert cert, maybe?

l recently came across the idea of the "Imposter" Syndrome, a common condition affecting high achievers where they cannot come to terms with and internalise their achievements and skills - thus believing themselves frauds and undeserving of their success. The term was coined for the first time back in 1978 and it is thought that up to 70% of all people will suffer from it at some point.

Left unchecked, this can have a damaging effect on one's career - Carol Pinchevsky in her SmartBear.com article Impostor Syndrome in the Workplace—and a Few Ways to Overcome It describes them as follows -
"Charlie, who manages a team of developers, explained why he requested anonymity. “An implication that someone thinks of themself as incompetent or an impostor runs the risk causing other people to believe that as well. Needless to say, this can cause increased attention/lack of trust issues from bosses, increased friction with colleagues at the same level, and potentially morale issues from subordinates."
Noted Microsoft software engineer and blogger Scott Hanselman, in his blog post on the subject, describes his experiences affected by the Imposter Syndrome and states his mindset in overcoming it -
"The important thing is to recognize this: If you are reading this or any blog, writing a blog of your own, or working in IT, you are probably in the top 1% of the wealth in the world. It may not feel like it, but you are very fortunate and likely very skilled. There are a thousand reasons why you are where you are and your self-confidence and ability are just one factor. It's OK to feel like a phony sometimes. It's healthy if it's moves you forward."
While I don't imagine that a third party assessment of my skills and achievements would reveal me as a "high achieving" tester (whatever that means) I do find that I don't take as much pleasure in a job "well done", or a good review, or praise from a manager as I would like. Some months ago I went through a spell for a few months when I made sloppy errors and bad decisions in the workplace; where I felt that I could do nothing right. Instead of shrugging it off and thinking of ways of recovering quickly, I allowed myself to end up in a slump - for a short while under the impression that I had been "found out" as some awful tester and lead. For some weeks I went through the motions, fearful of making the next
 embarrassing error. Luckily, I was able to get out of the slump eventually with the help of one of my colleagues.

It is difficult, I find, to talk about issues of struggle or disappointment or failure (of confidence or otherwise) in the general company of other testers at conferences or testing events. Conversations at these events tend to be more about one's successes and advice than one's disappointments and concerns. It is equally hard discussing this with colleagues and managers, since being a test lead you are expected to be poised, confident and in control. There aren't many testing blog posts I come across where any sort of vulnerability is mentioned.

British journalist Oliver Burkeman mentions in his Guardian article on "imposterism" as he calls it that -

    "The only solution, many experts say, is for higher-ups to talk about their own insecurities much more. ("When people see those they respect struggling, or     admitting they didn't know everything when they started, it makes it easier to have realistic opinions of their own work," says the Ada Initiative, which     supports women in technology.)"

The inspiration for this blog came about a few years ago from a piece of advice from a notable testing expert who gave a talk in Sydney, and who out of respect shall remain nameless. After the talk I had a chat with him about his blog and expressed concern that if I wanted to write my own blog, I couldn't add much new to the body of testing knowledge. His advice, just writing about your thoughts and experience - the good and the bad - should be enough. Well here they are! Hopefully they may touch and relate with others who have felt the same in the past or feel the same now.

 Please let me know your thoughts...
 
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I will be writing a follow up blog with my opinions and experiences about various approaches to combatting the Imposter Syndrome, bearing in mind that I do still have it to a degree. In the meantime, for further info on the Imposter Syndrome, the additional resources below could be useful -