Oracle® E-Business Suite Testing: How to Get Your Business Users On-Board Amir Farhi Director, Product Marketing Copyright © Panaya Agenda • The challenges IT faces when testing Oracle EBS changes • Improving cooperation by business users in the testing process • SaaS accelerated manual testing technology 2 Copyright © Panaya Panaya at a Glance Leader in Oracle EBS & SAP SaaS-based Testing and Impact Analysis Automation software Serving customers in 60+ countries 1,000+ enterprise customers, 2,000+ successful ERP projects 3,000+ ERP systems analyzed 500,000+ test cases in past year 3 Copyright © Panaya System Consolidation Constant Need for Change Patches Chart of Account Changes Functional Enhancements Upgrades Mergers & Acquisitions Business-Driven IT-Driven Infrastructure Changes Migrations New Business Processes Regulations 4 Copyright © Panaya Panaya Quality Management Cloud Scope & Accelerate changes in Enterprise Applications, Cutting Cost & Risk Change Impact Simulation Oracle R12 upgrades, point-release upgrades Oracle patches Chart-of-Account (CoA) changes Custom-code releases Code Remediation Collaborative Test Management & Test Acceleration Automated test script creation Automated documentation and test evidence Accelerated manual testing ALM integration (HPQC, Oracle ATS) “Cloud Wisdom” – transforming common practices to best practices 5 Copyright © Panaya Panaya on Oracle.com http://www.oracle.com/us/products/applications/ebusiness/ebs-upgrade/index.html#cost 6 Copyright © Panaya The Change Process, Today IT Group Initiate: Business Users IT Requirement Plan: Prepare Spec & Scope Build: Develop Business Requirement Please test Please test Test: Please test IT Manual Testing Automatic Testing Off-Shore Testing Limited knowledge of real-life business processes… Which constantly change! 7 Copyright © Panaya Please test Please test Please test Please test Please test Please test Please test Please test Please test Please test test Please Please test The Constraints of Change, Today Compliance Methodologies Sponsor 8 Copyright © Panaya 9 Copyright © Panaya Manual & Automated Testing • • 10 Unit testing, functional testing, user acceptance testing, regression testing Performed by functional experts & business key users Manual Testing Automated Testing Copyright © Panaya • Regression testing of static, critical business processes • Unattended execution (“lights-out”) • Developed by test engineers Performed by HP QTP, OATS, … Panaya Manages & Accelerates Manual Testing • • Unit testing, functional testing, user acceptance testing, regression testing Performed by functional experts & business key users Managed & Accelerated by Panaya 11 Accelerated Manual Testing Automated Testing Copyright © Panaya • Regression testing of static, critical business processes • Unattended execution (“lights-out”) • Developed by test engineers Performed by HP QTP, OATS, … Competing Forces of Testing Cost • Redundant testing • Creating & maintaining test scenarios • Executing & documenting manual tests Quality & Risk • • • • Scoping what to test based on risk Capturing test evidence for auditing Eliminating critical production issues Test process governance 12 Time to Market • Testing cycles take too long • Capturing business process knowhow • Lack of collaboration with the business for test execution Copyright © Panaya ERP Manual Testing Challenges 52% Capturing business process knowledge 43% Maintaining Test Documentation Creating Test Documentation 41% Test Execution 38% Scoping & prioritizing the test plan 38% 20% Test project management Passing Audits 6% Source: Panaya ERP survey 13 Copyright © Panaya Customers’ Testing Methodologies 20% Ad-Hoc 30% Scripted 50% Organized 14 Copyright © Panaya Testing Methodologies Characteristics Ad-hoc • • • • • 15 Oracle EBS system is stable, minimal changes Use email to communicate testing tasks No test catalog (no test scenarios) Test runs need not be documented No test automation Copyright © Panaya How Panaya Addresses Your Testing Needs Ad-hoc • • • • • 16 Visibility into testing progress Visibility into business process testing coverage Improved test run documentation Improved defect management Specific implementation methodology: onboarding & ongoing Copyright © Panaya Testing Methodologies Characteristics Organized • Excel to manage & track testing process • Rely on Business Process owners knowledge (SME) to execute the test • Test scenarios documented up to the transaction level in Word/Excel • Low use of test automation 17 Copyright © Panaya How Panaya Addresses Your Testing Needs Organized • • • • • 18 Easily manage, assign, and track testing activities Automate test evidence documentation Manage defects Building block for regression test suite Specific implementation methodology: onboarding & ongoing Copyright © Panaya Testing Methodologies Characteristics Scripted • Excel to manage & track testing process • Tests executed by non-SME (QA Team, Offshore or System Integrator) • Test scenarios documented to the screen/field level in Word/Excel • Likely to use test automation 19 Copyright © Panaya How Panaya Addresses Your Testing Needs Scripted • Easily manage, assign, and track testing activities • Accelerate test scenario creation, test execution, defect reporting, and test evidence documentation • Manage defects • Building block for regression test suite • Specific implementation methodology: onboarding & ongoing 20 Copyright © Panaya Panaya Collaborate Testing - Demo 21 Copyright © Panaya Recording Test Scenarios Click to start recording your test scenario 23 Copyright © Panaya Follow Your Business Process 24 Copyright © Panaya Panaya Automatically Generates a Test Script 25 Copyright © Panaya Tailor Test Script Details Add manual steps or external systems Attach documents (e.g. test variations, test data) Add comments and special instructions Append more business functions 26 Copyright © Panaya Easily Export to Microsoft® Word or Excel 27 Copyright © Panaya Manage Test Catalog 28 Copyright © Panaya Manage Test Catalog Details 29 Copyright © Panaya Integrated Test Coverage Assessment (via automated impact analysis simulation) 1. Panaya impact analysis identifies required unit tests for project 3. Adjust testing scope - risk of failure (for upgrade or patching) - business usage 2. Panaya code analysis automatically identifies which functional tests are covering those unit tests 30 Copyright © Panaya Integrated Test Coverage Assessment (via automated impact analysis simulation) 1. Panaya impact analysis identifies project code corrections impacting each functional scenario 31 2. Panaya marks functional scenario as “not ready to test” due to pending project code corrections. When code corrections completed, status changes to “ready to test”, and tester is notified. Copyright © Panaya Accelerated Functional Test Execution Select scenario Open test task Assign test run to user 32 Copyright © Panaya Automated Test Evidence Recording Tester’s task list Initiate test evidence recorder Record Oracle session 33 Copyright © Panaya Functional Test Execution Manage defects & re-test Report test failure & Create defect Assign and manage defect Re-test and record evidence 34 Copyright © Panaya View test evidence Functional Test Execution Adhoc/Instant Testing Assign Adhoc Test Tester’s task list Initiate test evidence recorder Record Oracle session 35 Copyright © Panaya Monitor Test Progress 36 Copyright © Panaya Panaya myTest Browserless Desktop Web Application Tasks are fed to Business User desktops Testers don’t need to go to ALM or Panaya portal 37 Copyright © Panaya Running a Scripted Test IT or Business User is assigned a task from ALM User selects Manual Run & Document Original Script is presented User completes testing (Panaya will sync with ALM) 38 Copyright © Panaya Panaya also works with other ALMs (HP Quality Center or Oracle ATS) Use Panaya Test Builder to build your functional test scripts automatically creates HP/OATS test designs, with step-by-step details HPQC/OATS manages test results and defect management 39 Copyright © Panaya Key Takeaways Even with Test Automation, Manual Testing still dominates Accelerate the process! You rely on your users to help with the testing Make it easy for them! SaaS is easy to start; easy to deploy and easy to manage Test drive Panaya’s Collaborative Manual Testing! 40 Copyright © Panaya Tha k you! info@panaya.com 41 Copyright © Panaya