PeopleSoft Testing: Taming The Two-Headed Monster

Transcription

1 PeopleSoft Testing: Taming The Two-Headed Monster Sandy Welp Regional Sales Director

2 Newmerix The Newmerix product suite reduces the cost and complexity of managing the ongoing, extensive changes inherent in packaged application environments. Our solution results in greater visibility and control over the application lifecycle and improved business agility. 2

3 Agenda What Drives Testing in PeopleSoft Environments Roles in PeopleSoft Change Process The PeopleSoft Testing Challenge Introduction to Business Process Documentation (BPD) Features in Automate!Test How to Maximize the Benefits of BPD Introduction to Test Script Maintenance Features in Automate!Test Summary Q&A session 3

4 Enterprise Applications Require Change Business Process Changes Overcome Competition Improve Service Cut Costs Improve Quality M&A Vendor Driven Changes from Oracle and SAP New Applications Support Packs Patches Upgrades Compliance and Best Practices Federal, Provincial, and Municipal Regulations Best Practices (COBIT, ITIL, COSO) 4

5 Roles in the PeopleSoft Change Process DEMO DEV TEST PROD Technical Team Requirements / Changes Functional Team Requirements and Test Scripts Functional / Management Sign-off Test Scripts Approvals Test Scripts Approvals 5

6 The PeopleSoft Testing Challenge The Two-Headed Monster of PeopleSoft Testing: How to seamlessly and painlessly involve both business users and business analyst/technical users in testing your PeopleSoft applications 6

7 Business and Technical Users Bring Distinct Knowledge and Skills to This Challenge Business User Test Script Developer Developers Business Process Expertise PeopleSoft Application Knowledge Functional Testing Skills Automated Test Script Development Skills 7

8 The PeopleSoft Testing Challenge Effectively creating and maintaining the automated test scripts Capturing the expertise of business users Without this knowledge, your testing team can only test the obvious or the familiar If you could document your business users process knowledge, you could turn that knowledge into automated test scripts If you could document the resulting automated test script, the business user can verify it adequately meets the requirements Maintaining the scripts Requires input from both functional and technical teams Required to truly understand the impact of change Without this knowledge errors are made in production either through lack of knowledge on scope of change or downstream effects of a change. If you could accurately and easily understand the impact of technical changes, you could turn that knowledge into updated automated test scripts. 8

9 What Are Your Options? Script Creation Ad-hoc approach All manual approach using spreadsheets and/or process documents Automated approach using non-peoplesoft tool Newmerix Automate!Test with Business Process Documentation Script Maintenance Good documentation from vendor Forms/communication between functional and technical teams Manual analysis Newmerix Automate!Test with Test Script Maintenance and Business Process Documentation 9

10 Business Process Documentation Features in Automate!Test Feature Description Benefit Manual Capture Screen captures with highlighted actions Automatically generated page titles Builds thumbnail page Painless capture of business processes by any user Capture on Test Script Playback Automatic capture from any prerecorded test script Automated business process documentation Document Editor Document Publishing Remove pages Custom titles Full RTF annotation editor Publish any captured business process to Microsoft Word document with a single click Process documents tailored to specific user needs Standard business document format 10

11 Overview of Business Process Documentation (BPD) Functionality Manually capture steps in the employee hire process using BPD within Automate!Test s Functional Interface Manually capture process steps View process steps in BPD document editor Publish Employee Hire Process document 11

12 Capture Business Process Steps 12

13 View Process in BPD Editor Highlight the specific action being taken See thumbnails for each step Annotate each process step 13

14 Publish to MS Word 14

15 How to Maximize the Benefits of BPD BPD not only makes it easy to capture business users knowledge for robust automated test script development, it also provides many other benefits Captured processes can be documented according to your process or policy for training users and new employees and automated testing Automated test scripts are now self documenting Published documentation supports consistent execution of manual tests when automated testing is not an option When a PeopleSoft user encounters a problem, BPD can be used to capture the exact user actions leading up to the problem, providing the information needed for resolution Published documentation supports audit and compliance requirements 15

16 Overview of Test Script Maintenance Functionality Test Script Maintenance Steps Snapshot your current test structure Make changes to environment(s) Run Automate!Test Script Maintenance to map changes to each automated test script based on technical changes to component, page, record, field, PeopleCode Work the checklist provided to update your automated test scripts Update your testing documents by re-running the script Post your updated testing documents to a common repository for everyone s use 16

17 Newmerix Automate!Test Script Maintenance Description of change type and how it will affect testing PeopleSoft metadata objects that have changed 17 Test Script lines related to metadata object that changed

18 Update Test Documentation Based on Changes in Scripts 18

19 Post Your New Test Documents 19

20 Summary Automate!Test is the first testing application specifically designed for the environment, people and technology of PeopleSoft installations enables business users to create visual documentation of business processes that can be shared with testers enables both the functional and technical teams to work together based on automated data collection to seamlessly update test scripts and business process documentation. Newmerix makes it painless to involve both business users and technical users (testers) in testing your PeopleSoft applications Finally, one product designed for both heads of the Monster! 20

21 Q&A Session Please submit your questions or comments For questions or a copy of the presentation: info@newmerix.com (refer to The Two-Headed Monster Webinar ) To schedule a demo: Newmerix Sales (sales@newmerix.com) (303) Additional Newmerix PeopleSoft resources: 21

22 PeopleSoft Testing: Taming The Two-Headed Monster Sandra Welp Regional Sales Director