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Agile Defect Management
Focus On Prevention

David Jellison
Director, Quality Engineering


djellison@constantcontact.com
Twitter: davidjellison
You Will Learn
       Categorizing defects drives defect context
        management
       Testing is part of delivering a story or feature
       Detecting and resolving defects as the work is
        delivered prevents backlog
       Attaching an in-progress defect to a current story
        encapsulates the defect in the current work
       Escaping defects become the exception rather than
        the norm



    2                    Twitter: davidjellison
The One Finding The Most Bugs Wins!
                                  Downstream Testing Approach




      Lord of the Rings: Legolas & Gimli counting kills

                    Twitter: davidjellison
Preventing Bugs is Craftsmanship




                         upstream Testing Approach

              Twitter: davidjellison
Quest for Zero Defects
       You can only manage what is known
           Crosby’s “Zero Defect” standard manages to requirements
            (http://en.wikipedia.org/wiki/Zero_Defects)
       Agile changes the game, managing business value to
        the customer frequently
           Need a pattern to manage defects that we inevitably
            discover during and after release



                               Never really reach 0 Defects



    5                         Twitter: davidjellison
Defect Discovery

    Moving Defect Discovery Earlier




6
Traditional Defect Discovery Trends




7             Twitter: davidjellison
Late Defect Discovery Costs
       Opportunity cost
           Not working on other things
       Developer Context switching
           Time to get acclimated and then back again
       Rebuild and test time
           More cycles to deliver the fix
       Damage control
           Support time and reputation
       Other hidden costs…



    8                       Twitter: davidjellison
Traditional Defect Discovery Trends

                                       Defect debt accumulation




                                       Delay in resolution




                                       Defects resolved




                                       Dev/QE aligned

9             Twitter: davidjellison
Defect Discovery Improvement Plan
    Stop defect debt accumulation
        Move defect discovery up in the development cycle
        Embed QE into teams with Dev/QE alignment
        Prevent defects through design review & test automation
        Write failing regression tests as defects are discovered
    Test in sandbox
        Don’t wait for final integration environment to test
        Continuous build and continuous integration patterns
    Whole-team responsibility for quality
        Clear acceptance criteria for all new work
        Everyone tests
        Automated test code reviews with developer
    10                     Twitter: davidjellison
Defect Prevention

       Automating Along The Way




11
Defect Discovery Late

    Downstream test teams
     focus on defect
     discovery




    12               Twitter: davidjellison
Defect Discovery Early

    Embedded test teams
     focus on defect
     prevention
    Regression tests
     assure no system
     failures




    13              Twitter: davidjellison
Agile Practices
    Smaller cycles                                     Scrum
    Collaboration
    Design reviews
    Test early and
     often
    Test Driven
     Development
    Continuous
     Integration
    Automated                                 Kanban
     Regression
    14                Twitter: davidjellison
Automated Regression Tests



                                        Available
                                        Test Time




                                        Unattended
                                        Test Runs




15             Twitter: davidjellison
Defect Categorization

            Introducing WIP Defects




16
Categorizing Defects
    Escaping Defects
        Discovered defects allowed into the field
        Undiscovered defects found in the field




    17                      Twitter: davidjellison
Categorizing Defects
    WIP (work in progress) Defects
        Defects discovered in new code not yet delivered to field
        Becomes additional acceptance criteria for delivery
        Treat as subtasks of feature work
        Caged by the parent work in progress




    18                     Twitter: davidjellison
Managing Defect Discovery
    Its OK to not write
     defects if there are
     failing automated tests
     to manage
    Promote failing tests to
     WIP defects if need to
     manage separately
    Promote WIP defects
     that are still failing at
     time of delivery to
     escaping defects and
     added to the backlog

    19                   Twitter: davidjellison
Focus on Prevention
    Develop failing
     regression tests when
     discovered manually
    Continuous feedback
     through failing test run
     reports
    Associate WIP defects
     with feature work in
     progress




    20
Managing Escaping Defects
    Delivering business
     value over no defects
    No unknown failures in
     regression tests
    Coordinate planned
     escaping defects with
     customer support
    Reduce escaping
     defects to less than you
     can count on two hands


    21
Managing Escaping Defects
            “Jellison Jazz Hands”




             Twitter: davidjellison
Driving escaping defects down




23            Twitter: davidjellison   Number s for illustration only
Escaping Defect Reduction Plan
    Set expectation in the teams that fixing WIP defects
     is part of the acceptance criteria
    Add escaping defects in the field to the backlog and
     rank along with other work
    Plan to fix some number of escaping defects from
     the backlog in each development cycle
    Treat escaping defects as the exception rather than
     the norm




    24                 Twitter: davidjellison
Examples

     Using WIP Defects




25
Example: WIP Defects/Escaping Defects
    Shifting the focus to WIP defects results in far fewer
     escaping defects in the field, even with increased
     discovery
                                                 WIP Defects [blue]
                                                 Escaping Defects [red]




    26                  Twitter: davidjellison
Example: WIP Defects/Escaping Defects
    Each team may be in a different place with business
     risk and can manage escaping defects differently
                      Develop a theme strategy
                      WIP Defects [ red & blue]
                      Escaping Defects [green]




    27                 Twitter: davidjellison
What We Covered
    Categorizing defects drives defect context
     management
    Testing is part of delivering a story or feature
    Detecting and resolving defects as the work is
     delivered prevents backlog
    Attaching an in-progress defect to a current story
     encapsulates the defect in the current work
    Escaping defects become the exception rather than
     the norm



    28                Twitter: davidjellison
    Contact:
     David Jellison
     Dir, QE
     Constant Contact, Inc.
     1601 Trapelo Road
     Waltham, MA 01451
     djellison@constantcontact.com
     P: 339-222-5712
    Blog: http://davidjellison.wordpress.com
    Twitter: davidjellison
    http://ConstantContact.com/Careers

    29                 Twitter: davidjellison

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StarWest 2012 - Agile Defect Management: Focus On Prevention

  • 1. Agile Defect Management Focus On Prevention David Jellison Director, Quality Engineering djellison@constantcontact.com Twitter: davidjellison
  • 2. You Will Learn  Categorizing defects drives defect context management  Testing is part of delivering a story or feature  Detecting and resolving defects as the work is delivered prevents backlog  Attaching an in-progress defect to a current story encapsulates the defect in the current work  Escaping defects become the exception rather than the norm 2 Twitter: davidjellison
  • 3. The One Finding The Most Bugs Wins! Downstream Testing Approach Lord of the Rings: Legolas & Gimli counting kills Twitter: davidjellison
  • 4. Preventing Bugs is Craftsmanship upstream Testing Approach Twitter: davidjellison
  • 5. Quest for Zero Defects  You can only manage what is known  Crosby’s “Zero Defect” standard manages to requirements (http://en.wikipedia.org/wiki/Zero_Defects)  Agile changes the game, managing business value to the customer frequently  Need a pattern to manage defects that we inevitably discover during and after release Never really reach 0 Defects 5 Twitter: davidjellison
  • 6. Defect Discovery Moving Defect Discovery Earlier 6
  • 7. Traditional Defect Discovery Trends 7 Twitter: davidjellison
  • 8. Late Defect Discovery Costs  Opportunity cost  Not working on other things  Developer Context switching  Time to get acclimated and then back again  Rebuild and test time  More cycles to deliver the fix  Damage control  Support time and reputation  Other hidden costs… 8 Twitter: davidjellison
  • 9. Traditional Defect Discovery Trends Defect debt accumulation Delay in resolution Defects resolved Dev/QE aligned 9 Twitter: davidjellison
  • 10. Defect Discovery Improvement Plan  Stop defect debt accumulation  Move defect discovery up in the development cycle  Embed QE into teams with Dev/QE alignment  Prevent defects through design review & test automation  Write failing regression tests as defects are discovered  Test in sandbox  Don’t wait for final integration environment to test  Continuous build and continuous integration patterns  Whole-team responsibility for quality  Clear acceptance criteria for all new work  Everyone tests  Automated test code reviews with developer 10 Twitter: davidjellison
  • 11. Defect Prevention Automating Along The Way 11
  • 12. Defect Discovery Late  Downstream test teams focus on defect discovery 12 Twitter: davidjellison
  • 13. Defect Discovery Early  Embedded test teams focus on defect prevention  Regression tests assure no system failures 13 Twitter: davidjellison
  • 14. Agile Practices  Smaller cycles Scrum  Collaboration  Design reviews  Test early and often  Test Driven Development  Continuous Integration  Automated Kanban Regression 14 Twitter: davidjellison
  • 15. Automated Regression Tests Available Test Time Unattended Test Runs 15 Twitter: davidjellison
  • 16. Defect Categorization Introducing WIP Defects 16
  • 17. Categorizing Defects  Escaping Defects  Discovered defects allowed into the field  Undiscovered defects found in the field 17 Twitter: davidjellison
  • 18. Categorizing Defects  WIP (work in progress) Defects  Defects discovered in new code not yet delivered to field  Becomes additional acceptance criteria for delivery  Treat as subtasks of feature work  Caged by the parent work in progress 18 Twitter: davidjellison
  • 19. Managing Defect Discovery  Its OK to not write defects if there are failing automated tests to manage  Promote failing tests to WIP defects if need to manage separately  Promote WIP defects that are still failing at time of delivery to escaping defects and added to the backlog 19 Twitter: davidjellison
  • 20. Focus on Prevention  Develop failing regression tests when discovered manually  Continuous feedback through failing test run reports  Associate WIP defects with feature work in progress 20
  • 21. Managing Escaping Defects  Delivering business value over no defects  No unknown failures in regression tests  Coordinate planned escaping defects with customer support  Reduce escaping defects to less than you can count on two hands 21
  • 22. Managing Escaping Defects “Jellison Jazz Hands” Twitter: davidjellison
  • 23. Driving escaping defects down 23 Twitter: davidjellison Number s for illustration only
  • 24. Escaping Defect Reduction Plan  Set expectation in the teams that fixing WIP defects is part of the acceptance criteria  Add escaping defects in the field to the backlog and rank along with other work  Plan to fix some number of escaping defects from the backlog in each development cycle  Treat escaping defects as the exception rather than the norm 24 Twitter: davidjellison
  • 25. Examples Using WIP Defects 25
  • 26. Example: WIP Defects/Escaping Defects  Shifting the focus to WIP defects results in far fewer escaping defects in the field, even with increased discovery WIP Defects [blue] Escaping Defects [red] 26 Twitter: davidjellison
  • 27. Example: WIP Defects/Escaping Defects  Each team may be in a different place with business risk and can manage escaping defects differently Develop a theme strategy WIP Defects [ red & blue] Escaping Defects [green] 27 Twitter: davidjellison
  • 28. What We Covered  Categorizing defects drives defect context management  Testing is part of delivering a story or feature  Detecting and resolving defects as the work is delivered prevents backlog  Attaching an in-progress defect to a current story encapsulates the defect in the current work  Escaping defects become the exception rather than the norm 28 Twitter: davidjellison
  • 29. Contact: David Jellison Dir, QE Constant Contact, Inc. 1601 Trapelo Road Waltham, MA 01451 djellison@constantcontact.com P: 339-222-5712  Blog: http://davidjellison.wordpress.com  Twitter: davidjellison  http://ConstantContact.com/Careers 29 Twitter: davidjellison

Editor's Notes

  1. Phillip Crosby’s “Absolute Defect Management” with a “Zero Defect” quality standard can only be met when validating against very clear and precise requirements and standards.
  2. The relative cost of defect discovery at least doubles at each stage of .