seven elements of a mobile test strategy
TRANSCRIPT
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DEPLOYMENT. ASSURED. ™
SEVEN ELEMENTS OF A
MOBILE TEST STRATEGY
An Olenick & Associates White Paper
July 2013
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Deployment. Assured. ™
Contents
Executive Summary .................................................................................................................... 1
Mobile Vision .............................................................................................................................. 3 QA Methodology and Process .................................................................................................... 4
Deployment Process ................................................................................................................... 5
Information Security ................................................................................................................... 6
Mobile Development and Test Environment............................................................................... 7
Test Tooling ................................................................................................................................ 8
Team and Skills ......................................................................................................................... 10
Conclusion ................................................................................................................................ 11
About Olenick & Associates ...................................................................................................... 11
Exhibits
EXHIBIT 1 SEVEN ELEMENTS OF A MOBILE TEST STRATEGY ................................................................ 2
EXHIBIT 2 MOBILE VISION DECISION POINTS ..................................................................................... 3
EXHIBIT 3 QA METHODOLOGY AND PROCESS DECISION POINTS ......................................................... 4
EXHIBIT 4 DEPLOYMENT PROCESS DECISION POINTS ......................................................................... 5
EXHIBIT 5 MOBILE SECURITY DECISION POINTS ................................................................................. 6
EXHIBIT 6 MOBILE TEST ENVIRONMENT DECISION POINTS.................................................................. 7EXHIBIT 7 TEST TOOLING DECISION POINTS ...................................................................................... 8
EXHIBIT 8 MOBILE TEST AUTOMATION TOOLS .................................................................................. 9
EXHIBIT 9 STAFFING DECISION POINTS ........................................................................................... 10
Copyright © 2013 Olenick & Associates, Inc. All rights reserved.
205 W. Wacker Drive, Suite 2000
Chicago, IL 60606
312 332 0096
http://www.olenick.com
@OlenickIT
Additional copies of this white paper can be downloaded from
http://www.olenick.com/
Seven Elements of a Mobile Test Strategy
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EXECUTIVE SUMMARYWhile the importance of mobile applications rapidly grows for both consumers and enterprises,
mobile information technology presents significant new risks for IT professionals and their
organizations. An explicit mobile quality management strategy can offset these risks.
CIOs and IT managers cannot assume that traditional quality practices will achieve the same
stability and predictability for mobile apps as they have for traditional systems.
Most organizations will have to stretch to design effective mobile apps and then establish
entirely new development environments, processes, and players to produce them. But that isn’t
all that’s needed. An effective, organization-wide mobile test strategy can offset the new risks
of mobile IT and help to realize the promise of this transformative technology.
This white paper offers a checklist for planning your mobile testing initiative:
1. Mobile technology vision
2. Quality assurance methodology and process
3. Deployment process
4. Mobile development and testing environment
5. Information security
6. Tooling
7. Team and skills
These elements, listed in Exhibit 1, reflect lessons we’ve learned in testing many mobile apps
and working with our clients as they do the same.
In the following sections, the key decision points for each element are discussed. Your answers
to them will outline a mobile testing strategy for your organization.
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Exhibit 1 Seven Elements of a Mobile Test Strategy
• User needs
• Business objectives
• Product roadmapMobile Vision
• QA methodology
• QA process
• Metrics, standards, templates
QAMethodology &
Process
• Development process
• Deployment process
DeploymentProcess
• Mobile devices and connectivity
• Server-side environment
• Maintenance and support process
MobileEnvironment
• Information security policy
• Mobile device policy
• Mobile device management
InformationSecurity
•Configuration managmenet
• Testing and test management
• Deployment managementTooling
• Staff experience
• Staff core skill set
• Training programTeam & Skills
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MOBILE VISIONA mobile vision defines key business
drivers for using mobile technology.
The mobile vision defines a general
approach to mobile application
development and support, a mobile
application portfolio, and targeted
mobile platforms and devices.
A mobile test strategy based on it will
be aligned with the company’s
direction as well as current and future
testing needs.
Exhibit 2 lists key decision points toconsider in defining a mobile
technology vision.
Mobile Vision Decision Points
1 What are the business drivers for developing mobile application(s)?
2 What mobile applications are planned?
3 What platforms will be supported and why?
3 How will the mobile applications be developed and supported?
4 Who are the users and stakeholders for the mobile applications?
5 What are the stakeholders’ success criteria for the mobile applications?
6What level of risk is the organization willing to accept with the deployment of mobile
applications?
7 How critical is the quality of the applications?
Exhibit 2 Mobile Vision Decision Points
Mobile
Vision
Users
BusinessObjectives
Product
Roadmap
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QA METHODOLOGY AND PROCESSYour organization’s current quality assurance (QA) methodology and processes should be
reviewed in light of how you plan to develop, test, deploy, support, and maintain mobile apps.
In response to the urgent need to build and deploy mobile applications, many enterprises are
relying on new vendors and technologies. Existing QA methodology and processes should be
revised to align your approach these new resources.
Mobile projects can be measured, monitored,
and reported using existing test management
tools, reports, and dashboards. However,
some adjustments will probably be needed to
get meaningful feedback about mobile app
quality. For example, you may want to closely
monitor the “stars” your apps garner in
Google Play or iTunes, in addition to
traditional quality metrics.
QA Methodology and Process Decision Points
1 What is the development process: agile, waterfall, or your own?
2 What are the QA processes that are currently in place?
3 What testing standards and governance models need to be followed?
4Are your QA methodology and processes aligned with the mobile development
process?
5If vendors are being used, are their processes integrated or aligned with the
organization?
Exhibit 3 QA Methodology and Process Decision Points
“You may want to closely
monitor the “stars” your
apps garner in Google
Play or iTunes, in additionto traditional quality
metrics.
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DEPLOYMENT PROCESSAn organization’s traditional build and deployment process will need to be extended to support
mobile applications. In particular, it is important to define an efficient and scalable build/
deployment process for systems that span server-side components and mobile platforms.
A mature mobile application deployment process effectively supported by application
development and complete platform testing is vital for:
• Managing and controlling application
updates.
• Improving the user experience.
• Increasing user adoption of the
application.
• Reducing application user support.
Deployment Process Decision Points
1 How are developers managing and delivering code?
2Will this process accommodate mobile applications or is a new approach and
infrastructure needed?
3 What is the current deployment process?
4Can it be adjusted to accommodate the mobile applications or is a new process and
related infrastructure required?
5For native mobile applications, how will they be deployed to mobile devices in the test
and in the production environments?
Exhibit 4 Deployment Process Decision Points
“Define an efficient and
scalable build/deployment
process for systems that
span server-side
components and mobile platforms.
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INFORMATION SECURITY
Traditional enterprise applications run on
enterprise desktops / laptops and are typically
secured following an enterprise IT security policy.The expansion of enterprise applications into the
mobile space and flexibility now given to
employees to connect with mobile devices
presents significant new challenges to
information security.
• Support for BYOD (bring your own device) and access to core enterprise applications
outside of a secure corporate network creates exposure to many new kinds of attacks.
• The physical security that fixed location desktop and server computers provide cannot
be assumed. Mobile devices are routinely lost, stolen, or surreptitiously compromised
outside of an organization’s premises.
• Mobile malware and mobile-specific social engineering now pose threats at the same
level as web and desktop exploits.
It is therefore essential to consider security policy, implementation, and verification early in the
mobile development and test planning process. The National Institute of Standards and
Technology provides many recommendations for securing mobile technology.* We see three
additional device management policy issues:
• How will Mobile Device Management (MDM) support authentication, auto-lock,
application installation, and remote restore/clean for a fleet of corporate and BYOD
mobiles?
• What is data management policy for data encryption and persistence?
• What is data access policy including roles, logging, auditing, and remote wiping?
Mobile Security Decision Points
1 Does the IT security policy address mobile applications and devices?
2 What is the security concerns associated with the current mobile applications? Future?
3 Will the enterprise applications be allowed on personal devices?
Exhibit 5 Mobile Security Decision Points
*Related publications may be downloaded from
http://csrc.nist.gov/publications/PubsTC.html#Communications & Wireless
“ Consider security policy,
implementation, and verification early in the
mobile development and
test planning process.
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MOBILE DEVELOPMENT AND TEST ENVIRONMENT
A mobile test environment has different characteristics than traditional desktop and web
application test environment(s).
Not only does the mobile environment
need to integrate with existing systems for
end-to-end business flow testing but it also
needs to accommodate mobile
compatibility and connectivity
requirements. Exhibit 6 lists mobile testing
environment decision points.
Exhibit 6 Mobile Test Environment Decision Points
It is usually not possible to test even a small subset of every combination of device type, form
factor, platform (OS), locale, and carrier. We’ve found that a hybrid approach is practical:
provide your own basic set of device form factors and platforms, then as necessary, use cloud-
based device sharing and crowd-sourced mobile user experience services.
“ We’ve found that a hybrid
approach is practical.
Mobile Test Environment Decision Points
Physical Devices Actual physical devices.
Device Emulators Software that simulates actual devices.
Mobile Web Browser
EmulatorsBrowsers that simulate a mobile browser environment.
Cloud ServicesMobile cloud service vendors provide fee-based remote
desktop access to a wide range of devices and carriers.
Crowd-sourced ServicesCrowd-sourced services provide rapid feedback from thousands of
users over many devices and locales.
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TEST TOOLINGMany new design, programming, and
deployment tools are needed for mobile apps.
A wide range of new mobile-specific tools and
services are available to automate functional
and performance testing. These tools are
typically platform-specific, so any
organization developing for multiple mobile
platforms (iOS, Android, mobile web, etc.) will
have to resolve questions of coverage and
integration.
Existing test management tools can support hands-on functional testing and user-experience
evaluation. Configuration and process management tools like Jenkins and Jira or their
commercial counterparts may be used to good effect for mobile app development.
Testing tools—newer mobile tools in particular— tend to be technology islands. To establish a
complete environment, it’s useful to consider their fit with your overall tool chain, as Exhibit 7
suggests.
Well-defined criteria to evaluate tooling for functional and performance testing can lead to a
configuration that best supports your mobile vision. We’ve found that an incremental approach
with proof of concept and pilot projects is a good way to find the best fit.
Tooling Decision Points
1 What tools will be used to support requirements, be they user stories or line items?
2 What tools will be used for test management and bug tracking?
3 What tools will be used to support the configuration management process?
4 What tools will be used to support the deployment process?
5 For automation and performance, what are the current supported platforms? Future?
Exhibit 7 Test Tooling Decision Points
“ An incremental approach
with proof of concept and pilot projects is a good way
to find the best fit.
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There are many choices to make once you’ve settled on an environment. Exhibit 8 lists mobile
functional testing tools that we have used in our mobile testing lab.
Tool Hosting Mobile Platforms TestingSupported
Borland
SilkMobile
Desktop Android, iOS, Blackberry, Windows
Phone
Functional
Device
Anywhere
Desktop and Cloud Android, BlackBerry, iOS, Windows
Phone
Functional,
Performance
Jamo M-uex Desktop Android, BlackBerry, iOS,
Windows Phone
Functional
Perfecto Mobile Cloud Android, iOS, Blackberry, Windows
Mobile, Symbian
Functional,
Performance
Ranorex Desktop Android, iOS Functional
SOASTA Cloud and local Android, iOS Functional,
Performance
ZapFix Cloud Mobile Web, Android, BlackBerry,
iOS, Windows Phone
Functional,
Performance
Exhibit 8 Mobile Test Automation Tools
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TEAM AND SKILLS
To define, manage, and implement a robust
and scalable mobile strategy, it is critical
that the right people are involved and givennecessary training.
Mobile testing requires strong software
testing skills along with a mobile-savvy
mindset.
When assembling a testing team, tester
background, skill, and testing specialties should be taken into account. If testing will be
automated, testers adept in test environment design, development, maintenance, test data
selection, and experienced in the selected automation tool should be included in the team.
We’ve found it is equally important to get the right cross-section of users involved. They can
communicate the broadest spectrum of user scenarios to drive effective functional,
performance, and usability testing.
Staffing Decision Points
1 What level of experience does your staff have with mobile testing?
2 How technical is the existing testing staff?
3 What is the training approach and budget?
4 Do you have a mobile test strategist?
Exhibit 9 Staffing Decision Points
“ We’ve found it is equally
important to get the right
cross-section of users
involved.
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CONCLUSIONCIOs and enterprise IT managers can establish a broad and robust strategy to manage risk as
mobile apps are added to an IT portfolio. A comprehensive mobile test strategy can enable your
organization to deliver, test, and support high-quality and high-value mobile apps. This can
also help to right-size mobile testing budgets and staffing.
A mobile test strategy should address process, technology, and staffing requirements. It should
guide and empower project teams to plan effective application-specific functional and
performance test plans. It should also define an IT organization’s development, deployment,
and environment management approaches for mobile apps.
The seven key elements and their decision points discussed in this white paper provide a
framework for such a mobile testing strategy.
ABOUT OLENICK & ASSOCIATESWe prepared this white paper to help CIOs and IT managers understand how to set an approach
for mobile app testing.
In our experience, many managers underestimate this challenge. To find out more about how
Olenick & Associates can support your mobile testing initiatives, please contact us at 1 (312)
332-0096 or via email at [email protected].
To learn more about our full range of deployment assurance services, please visit us at
http://www.olenick.com/.
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