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MF
AM Tutorial
9/30/2013 8:30:00 AM

"Implementing Crowdsourced
Testing"
Presented by:
Rajini Padmanaban and Mukesh Sharma
QA InfoTech

Brought to you by:

340 Corporate Way, Suite 300, Orange Park, FL 32073
888-268-8770 ∙ 904-278-0524 ∙ sqeinfo@sqe.com ∙ www.sqe.com
Rajini Padmanaban
QA InfoTech
As Sr. Director of Engagement at QA InfoTech, Rajini Padmanaban leads the engagement and
relationship management for some of QA InfoTech's largest and most strategic accounts. Rajini
has more than twelve years of professional experience, primarily in the software quality
assurance area.

Mukesh Sharma
QA InfoTech
As founder and CEO of QA InfoTech Worldwide, Mukesh Sharma is responsible for the
company's vision and leads the organization's worldwide operations, marketing, sales, and
development efforts. Founding QA InfoTech with a vision to provide unbiased testing solutions,
Mukesh has grown the organization to five Centers of Excellence with more than 650
employees. He began his technology career with DCM Data Systems, and then worked at IBM
Corporation, Quark Inc., Gale Group, and Adobe Systems in software engineering and testing
disciplines.
Implementing Crowd
Sourced Testing
Mukesh Sharma,
Rajini Padmanaban

Your Software Testing Partner
We help you build better software

Agenda (1 of 2)
Topic

Time (in
minutes)

A Peek into Software Quality
Crowd Sourced Testing - Defined
Understanding Varied forms for Crowd Sourcing
Let’s be the Crowd – Exercise Time
Crowd Sourced Testing Relevance in Current
Scenario
Limitations of Crowd Sourced Testing

10
10
15
20
10
15

Slide 2

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1
Agenda (2 of 2)

Topic
Practices for a Successful Crowd Sourced Test
Effort
Know What Not to Crowd Source
Getting Stake Holder Buy-in
Case Study & Examples
Myths and Facts
Conclusion and Q&A

Time (in
minutes)
30
15
15
30
15
15

Slide 3

Requirements

A device to connect to the internet for one of
our exercises (laptop, smart phones, tablets…)

Slide 4

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2
A Peek into Software Quality

Test is responsible for

Quality
Focused on creating a quality deliverable
Ensure we don’t sacrifice quality for the sake of schedule
Empower the rest of the team to partake in improving quality

Slide 5

Defining Quality
•
•
•
•
•
•
•

ISO 9000: Degree to which a set of inherent characteristics fulfill
requirements
Six Sigma: Number of defects per million opportunities
Philip B. Crosby: Conformance to requirements
Joseph M. Juran: Fitness for use by the customer
Gerald M. Weinberg: Value to some person
Robert Pirsig: The result of care
American Society for Quality: A subjective term for which each person
has his or her own definition. In technical usage, quality can have two
meanings:
a. The characteristics of a product or service that bear on its ability to
satisfy stated or implied needs
b. A product or service free of deficiencies

Slide 6

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3
Software Development

Slide 7

Attacking the Inverse Exponential

Testability
Fault Injection
Stress Testing
End-to-End
Exploratory
Code Inspection
Leverage the Beta Test Crowd

Slide 8

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4
Portfolio Selection Theory

Diversification in
investing tells us
that risk lessens as
the number of
investments in the
portfolio increases

10%

10%

10%

10%

10%

10%

10%

10%

10%

10%

Slide 9

Audience Interaction Time…

What Does Quality Mean to you ?

Slide 10

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5
What is Crowd Sourced Testing?
Dailycrowdsource.com
Crowd sourcing is the process of getting work, usually online, from a crowd of people. The word is a
combination of the words 'crowd' and 'outsourcing'. The idea is to take work and outsource it to a crowd
of workers

CrowdSourcing.org (similar definition on Wikipedia)
Welcome to the new world of crowd sourced testing, an emerging trend in software engineering that
exploits the benefits, effectiveness, and efficiency of crowd sourcing and the cloud platform towards
software quality assurance and control. With this new form of software testing, the product is put to test
under diverse platforms, which makes it more representative, reliable, cost-effective, fast, and above all,
bug-free
I prefer the
word engaging
rather than
delegating

Crowd Source Testing.com

Crowd sourcing your software testing consists of delegating onto a number of internet users the task of
testing your web or software project while in development to ensure that it contains no defects, referred
to as bugs
Slide 11

What is Crowd Sourced Testing?
…….so what really is Crowd Sourced Testing?
• Is it all about a pool of testers leveraged and paid
per valid bug? No, not just that…
• Think:

Slide 12

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• Sourcing relevant people from within your company
• Across disciplines and levels
• Sourcing end users from various disciplines – e.g.
teachers, students, nurses, bankers
• Partnerships with universities, organizations leveraging
domain knowledge
• In essence, think of the community at large to test your
product

6
What is Crowd Sourced Testing?
Technologies

Company Scale

Domains

Internal
Crowd
Sourcing
Services
Companies

Product
Companies
External
Crowd
Sourcing
Slide 13

Understand Factors that Motivate the Crowd

Portfolio Selection Theory

10%

Crowd Sourced Testing:
Portfolio Selection Theory
applied in QA

10%

10%

10%

10%

10%

10%

10%

10%

10%

Slide 14

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A Practical Solution to Leverage

Slide 15

Set # 1

• Crowd Sourcing:
• Is not restricted to any single company, technology,
domain
• Has a much larger yet simpler meaning than what it is
often portrayed to be

Slide 16

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8
Types of Crowd Sourcing - Explained

Crowd Creation
Crowd Voting
Crowd Wisdom
Crowd Funding
Slide 17

Types of Crowd Sourcing - Explained
• Crowd Creation
• Invite crowd to create subject content
• Common usage areas: software
development, translations, photos repository
• Content usage by crowd or by organizations
• Typical crowd motivators – Money, fun,
community involvement, brand loyalty
• Well known examples – Linux, iStockPhoto,
99 designs
Slide 18

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Types of Crowd Sourcing - Explained

Slide 19

Types of Crowd Sourcing - Explained
• Crowd Voting
• Leverage crowd’s judgement to organize,
filter, stack rank content
Most popular of crowd
• Common usage areas: retail, media, simple
sourced versions
(1:10:89 rule)
yet powerful decisions across domains
1% create
• Results used by an organization
10% vote and rate
89% consume
• Typical crowd motivators – Fun, community
involvement, brand loyalty
• Well known examples – American Idol,
Threadless.com
-Jeff Howe, Author of CrowdSourcing

Slide 20

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10
Types of Crowd Sourcing - Explained

Slide 21

Types of Crowd Sourcing - Explained
• Crowd Wisdom
• Harnesses crowd’s knowledge to solve
problems, predict future outcomes
• Common usage areas: reality shows, quality
assurance, exchanges markets
• Results used by an organization, crowd
• Typical crowd motivators – Money, fun,
product transparency, brand loyalty
• Well known examples – Who wants to be a
Millionaire
Slide 22

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Types of Crowd Sourcing - Explained

Did You Know?
The crowd’s answer in
“Who Wants to be a
Millionaire” was right 91%
of the time compared to
“Ask an Expert”, which was
right 65% of the time
Source: The Wisdom of
Crowds, James Surowiecki

Slide 23

Types of Crowd Sourcing - Explained
• Crowd Funding
• Leverages crowd to finance individuals or
groups that might otherwise be denied
credit or opportunity
• Common usage areas: ideas in developing
nations, educational domain
• Results have far reaching impact
• Typical crowd motivators – Money, social
causes / community involvement
• Several interesting examples at:
http://www.alumnifutures.com/2012/07/crowdsourced.html

Slide 24

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Set # 2

• Crowd Sourcing Options are:
• plentiful
• available for a diverse set of community needs – both
commercial and not-for-profit
• to be customized based on results needed and the
crowd motivating factors

Slide 25

Exercise Time – Let’s Crowd Source

Who has won the most oscars?
1.Walt Disney
2.Elizabeth Taylor
3.Meryl Streep
4.Jack Nicholson

Slide 26

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Exercise Time – Let’s Crowd Source

On which national flag is there an eagle and
a snake?
1.China
2.Mexico
3.Greece
4.Spain

Slide 27

Exercise Time – Let’s Crowd Source

Which American state produces most
potatoes?
1. Oregon
2. California
3.Idaho
4.Washington

Slide 28

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Set # 3

Did You Know?

Collective wisdom
of the crowd often
surpasses that of
an expert

The crowd’s answer in
“Who Wants to be a
Millionaire” was right 91%
of the time compared to
“Ask an Expert”, which was
right 65% of the time
Source: The Wisdom of
Crowds, James Surowiecki

Exercise Time – Let’s Crowd Source

• Please take about 10 minutes to test
www.amazon.com from usability and
accessibility standpoints
• Need tools - screen readers, magnifiers?
• http://en.wikipedia.org/wiki/List_of_screen_readers
• http://mediaaccess.org.au/digital-technology/assistivetech/screen-magnifiers/ - e.g. Magnifier on Windows, Zoom
for Mac

Slide 30

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Exercise Time – Let’s Crowd Source

• Discuss test results / feedback –
• Goal of our study: demonstrating richness
and diversity of crowd’s feedback as end
users
• Feedback from our visually challenged crowd

Slide 31

Product Quality Scenario – as it stands today
•
•
•
•

Shrinking release cycles
Close scrutiny on overall spend
Collective ownership of quality
Need to:
• Focus on product domain knowledge; not just
disciplinary knowledge
• Understand competing products
• Creatively emulate end user scenarios
• Mimic user environments via lab and simulations
• Consider global product distribution effects

Slide 32

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A Practical Solution to Leverage
•
•
•
•
•
•

Distribute quality effort
Enhance productivity through global solutions
Pool in end users into quality implementation
Use live environments to test
Analyze potential partnerships for SME
Flexible, selective and cost effective testing

.........Bring in the Crowd
Slide 33

When does Crowd Sourced Testing
Succeed?
• Diversity of knowledge, background,
experience
• Independence in testing process
• Wide spread domain background for product
requiring SMEs
• End user scenarios and environments difficult
to simulate in-house
• Work aligns with factors that motivate crowd

Slide 34

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Inherent Challenges
• Random test efforts do not fit into quality strategy
• Choosing, sustaining a crowd sourced team
• Ongoing motivation, floating crowd
Any Challenges from
• Keeping everyone in sync on product dynamics
your experience that
• Communication challenges
you would like to share?
• Management overhead including logistics
• Stakeholder buy in
• Securing product IP before release

Slide 35

Perceived Limitation
Quality of product adversely impacted by an
amateur crowd
- Solidify your implementation plans
- Use instrumentation wherever possible
- Refer case studies – understand successes
and failures

Slide 36

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Set # 4

• Current product scenario demands creative solutions to
test within existing constraints
• Crowd Sourcing is not a no-brainer solution to all problems
• Not even a stand-alone solution in most cases
• Understand its strengths and challenges in customizing
it to your needs
• Understand “What, When and How to Crowd Source in
Testing”

Slide 37

Practices for Successful Crowd Testing

Customize your
practices mindful of
your constraints
Slide 38

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“What, When and How” of Crowd Testing
• When to Crowd Test:
• Product works reasonably well E2E
• Ready to incorporate crowd’s feedback
• No time or resources for formal testing….try to
avoid this situation

• Source content files are ready
• Ongoing feedback from a chosen SME team
at specific stages

Slide 39

Examples

Started off with informal testing due to
lack of time

Slide 40

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Ongoing MVP programs at Microsoft

Product ready to be tested E2E and
feedback incorporated

20
“What, When and How” of Crowd Testing
• What to Crowd Test:
• User facing features
• Areas where external team feedback is
important – e.g. design, feature set, performance
• Specialized areas of test:
• localization (context based verification)
• performance
• compatibility, devices testing

• Content testing – valuable SME knowledge
• Align crowd’s focus areas into test strategy
• Know what not to crowd source
Slide 41

Examples

Exam Grading

Content Testing using SME /
Localization
Slide 42

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“What, When and How” of Crowd Testing

• How to Crowd Test:
• Pick the right areas, team and time
• Minimize duplication, overhead of sifting through
known issues

• Clear internal ownership:
• Communication, technical query resolution
• Prompt follow up and responses
• Team up-to-date on product changes

• Use of collaborative tools
• Think about interactions amongst testers
Slide 43

“What, When and How” of Crowd Testing

• How to Crowd Test:
• Leverage cloud, VPC for ease, secured access
• Identify crowd motivators
• Use management theories – Maslow’s
hierarchy of needs?
• Identify tasks that align with crowd motivators
• Work on stakeholders buy-in
Self Actualization – Pursue Inner Talent,
Creativity, Fulfillment
Self Esteem – Achievement, Mastery,
Recognition, Respect

Belonging – Friends, Family, Spouse, Lover

Safety – Security, Stability, Freedom from Fear
Psychological – Food, Water, Shelter, Warmth

Slide 44

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Set # 5

• Understand when a crowd test effort succeeds:
• Diversity of knowledge, background, experience
• Independence Examples, Bestprocess
Any in the testing
• Wide spread domain background for product
Practices from your
requiring SMEs
experience that you
• End user scenarios and environments difficult to
would like to share?
simulate in-house
• Work aligns with factors that motivate the crowd

Slide 45

Know What Not to Crowd Test
• Features with moving pieces, demanding close
collaboration
• Sensitive IP
• Environment specific complex testing
• Tasks requiring immediate and regular turnaround
- BVTs
• Core testing activities
•
•
•
•

Test automation, TDD scripts
Regression testing
First round of performance, security, integration testing
Mundane testing tasks that don’t need diversity

Slide 46

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Some Examples
• Simple performance tests such as PLTs – use tools
• Understand pros and cons specific to your scenario –
study by University of Texas, Austin* on Crowd Sourcing for Usability Testing vs. Lab Usability Testing on a college website

Lab Usability Test

Crowd Sourced Usability Test

Participants

5

55 (14 spammers)

Participant Demographics

Students

Crowdworkers

Age

24 to 33

19 to 51

Education level

Bachelor’s degree and Master’s degree

All levels

Experience with similar
websites
Speed

Yes: 100%

Yes: 77%
No: 23%
Less than 4 hours total.

Participant
Costs

None

Approximately 30 min. per session.

$2.92 for pilot test
$23.41 for final test
(Avg: $0.48/tester)

* - http://arxiv.org/ftp/arxiv/papers/1203/1203.1468.pdf

Slide 47

Some Examples
Major Problems Identified

Lab Usability Test

Crowd Sourcing Usability Test

Font size too small
Out-of-date information
Menu overlap
Irrelevant picture
Invisible tools
Information not cross-linked

Lack of sort function
Navigation unclear
Search box difficult to locate

Slide 48

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Some Examples
Advantages

Disadvantages

More participants

Lower Quality Feedback

High Speed

Less Interaction

Low Cost

Spammers

Various Backgrounds

Less Focused User Groups

In Conclusion:
1. In this scenario, usability testing would be better off done by students of the college website;
choosing target users is very important
2. If crowd sourced testing is relevant based on your user profile, design the effort with care; using
same tests and questions as that of lab testers for crowd testers may not yield great results (see
section 4.1.2 on Test Redesign)

Slide 49

Stake holder Buy In
• Stakeholder resistance to Crowd Sourcing
largely inline with model’s challenges:
• Product IP, privacy issues
• Internal team motivation
• Quality of test effort and product
• Additional overhead in effort management
• Randomized test effort – tactical in nature

Slide 50

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Stake holder Buy In
1. Show steady progress
2. Stick to pre-defined
communication protocols
3. Communicate the good and the
bad
4. Be on top of new stakeholders
or new concerns

Identify stakeholders;
prioritize the team;
engage early

1. Supplemental test technique
2. Acknowledge problems
3. Explain the technique as
applicable to your product; don’t
assume their know-how

Walk through the test
strategy including crowd
sourcing plans;
understand their
concerns

Ongoing
Communication
1. Practical demonstration of the
model; adds to your confidence too!
2. Additional overhead at start but
pays off in longer run
3. Run a pilot like a regular CS test
program but of smaller scale

Undertake Pilot if
needed

1. Educated decision
2. Explain implementation plans –
what & what not, when, how,
3. Define checks and balances for
internal team and CS team roles
4. Map solutions to address each
concern identified earlier

Explain Solutions

Slide 51

Set # 6

• Acknowledging what not to crowd source will:
• Fasten stakeholder approval process
• Help not impact internal team motivation

Slide 52

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Successful Work Patterns
Core
Unique
Future
Work Skills Work Skills Work Skills
In-Job
Behaviors
Organizational
Citizenship
Behaviors

Slide 53

Successful Work Patterns
Core
Work
Skills

Unique
Work
Skills

Future
Work
Skills

In-Job
Behaviors

Organizational
Citizenship
Behaviors
Slide 54

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Localization Testing
• Hard, Large-Scale
Problem
• Windows 7 ships in 100
languages
• Thousands of strings
and screens per release
• Traditional model of
localization testers
expensive and difficult to
find

Slide 55

Let’s Play…

Slide 56

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The Language Quality Game

Slide 57

Results

Total Screens Reviewed: Over 500,000
Total Number of
Over 4,500
Reviewers:
Screens per Reviewer: Average 119

Significant Quality Improvements for Windows 7
Positive Impact on Ship Schedule
Team Morale and Subsidiary Engagement
Internal sourcing alleviates security and access issues

Slide 58

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Amplify Skill with Volume

Individual dialects,
nuances, hard to
detect with a single
vendor – crowd does
a better job

Slide 59

Reduce Cost with Discovery,
Instrumentation

No need to install
Telemetry to direct
effort

Slide 60

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Reduce Risk with Diversity

Portfolio theory in
Quality Assurance

Slide 61

Trust and Transparency Increase
Effectiveness
Inclusion = Trust, Trust =
Enthusiasm
Subsidiary
engagement with
Language Quality
Game
Momentum for Win 7
Slide 62

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Players earn points
for disaster relief
agencies
Microsoft donates $
based on leader
board
Individual players
can sponsor tasks
or scenarios
Slide 63

Results

Players Over 1,000
Feedback increase: > 16x
Feedback received: 10,000

Significant Quality Improvements for Communicator “14”
Positive Impact on Ship Schedule
Team Morale and Dog-food User Engagement

Slide 64

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Source : Ross Smith, Director of Test, Microsoft Corporation

32
Crowd Testing – An Internal Example
• QA InfoTech’s application for Crowd Testing
• Encourages users, testers to test, make
additional income
• Detailed features around registration, events,
defects, metrics, bug money
• Application tested by internal crowd
• Registration money used to distribute prize
money

Slide 65

Crowd Testing – An Internal Example

Slide 66

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Crowd Testing – An Internal Example

Slide 67

Crowd Testing – An Internal Example

Slide 68

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Crowd Testing – An Internal Example

Slide 69

Crowd Testing – An Internal Example

Slide 70

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Crowd Testing – An Internal Example
•
•
•
•

Amazing turnaround in 2.5 hours
200+ testers
3000+ bugs
Bugs across all categories including performance
via simultaneous application use
• Good team motivation
• Participation by managers, leads and ICs alike
• Diverse bugs reported by people of varied
experiences

Slide 71

Crowd Testing – An Internal Example
• Motivators – Money, Group fun, Pride and
Recognition amongst all in company including
CxO level visibility

Slide 72

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Other Examples

• Working with Blind Relief Association to bring in
real users into accessibility testing
• Working with universities for content grading
• Mobile application testing across devices within
the company

Slide 73

Other Examples

Listen to Ross Smith, Director of Test at Microsoft,
on his thoughts on Crowd Sourced Testing

Slide 74

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Crowd Sourced Testing – Myths and Facts

Really?
1. Crowd Sourced Testing - supplemental technique, not stand
alone
2. Does not work in all situations; areas of niche to be reserved for
internal testing
3. Internal team to build a sense of empowerment that the crowd
adds to product quality

#1
Crowd Sourced Testing impacts core testing team adversely; threatens their positioning
in the product team

Slide 75

Crowd Sourced Testing – Myths and Facts
Really?
1. Think of Open Source Software….Linux - popular example of
open software collaboration
2. Crowd Sourcing easier for testing than development as crowd
often represents user base
3. Security, IP easier to manage in testing – no access to source
code
4. Practices discussed extendible to development as well
5. Top Coder.com another good example

#2
Crowd Sourcing is only for software testing. Development is a very technical and
specialized area to leverage the crowd for

Slide 76

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Crowd Sourced Testing – Myths and Facts
Partly True…
1. Management overhead slightly more...but this is inevitable in
current day global development models
2. Crowd is a smart and self – sufficient group; YOU DON’T WANT
TO MICRO-MANAGE
3. Best practices of what, when, how to crowd source will make
the effort streamlined and not chaotic

#3
Management overhead is significantly higher in Crowd Sourced Testing. Given the short
project deadlines, we do not have time or resources to manage a crowd sourced test
team

Slide 77

Crowd Sourced Testing – Myths and Facts

Partly True…
1. Scale potential of resources is huge
2. However, getting right resources at right time is challenging
3. Maintain a pool / common database and engage with the crowd
on ongoing basis even in lean periods

#4
Crowd Testers can be ramped up or down at very short notice, giving great head count
flexibility

Slide 78

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In Conclusion

Let’s:
• Pictorially walkthrough
Crowd Sourcing
• Revisit Take-Aways
• Look at Call to Action

Slide 79

Crowd Sourcing – Pictorial Walkthrough

Slide 80

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Crowd Sourcing – Pictorial Walkthrough

Slide 81

Crowd Sourcing – Pictorial Walkthrough

Slide 82

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41
Take-Aways revisited
• CS used across companies, domains,
technologies
• Understand varied manifestations, crowd
motivators, to customize your implementation
• Educated decision of what, when, how to
crowd source
• Acknowledge model’s challenges; be
transparent in seeking stakeholder approval

Slide 83

Call to Action
• Evaluate programs in your
group; gradually build on them
• Start small
• Try a Pilot / Proof of Concept
• Register to be a crowd
sourced tester – internally,
externally http://www.qainfotech.com/CS_Reg_Step1.php

Slide 84

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About QA InfoTech
• An independent software quality assurance and testing company,
founded in 2003, currently employing 650 people
• Five testing “Centers of Excellence” across the USA and India
• World-class testing labs
• Experience working with clients across various domains
• Bagged the “Top 100 places to work for in India*” award, three years
in a row
• Focus on the right balance of people, processes, technology
•

CMMi III, ISO 9001:2008, 20000-1:2005 certified

* Study conducted by Great Places to

Work Institute, India

Slide 85

QA InfoTech facilities in India

Q&A – Let’s find answers together!

Slide 86

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References

•

http://outsideinmarketing.wordpress.com/2010/05/08/four-types-of-crowdsourcing/

•

http://explore2win.blogspot.in/2012/10/what-is-crowdsourcing.html

•

http://arxiv.org/ftp/arxiv/papers/1203/1203.1468.pdf

Slide 87

Thank You
For more information, please:
• Contact us at info@qainfotech.com
• mukesh@qainfotech.net, rajini.padmanaban@qainfotech.net

• Visit us at www.qainfotech.com
• Read our blog at www.qainfotech.com/blog
• Follow us on Twitter at www.twitter.com/qainfotech
USA
Office

International
Headquarters

Farmington Hills
Michigan, U.S.A.
Phone: +1-248-719-3409

Noida
Uttar Pradesh, India
Phone: +91-120-4292222
(Three additional testing facilities in India)

Slide 88

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Implementing Crowdsourced Testing

  • 1. MF AM Tutorial 9/30/2013 8:30:00 AM "Implementing Crowdsourced Testing" Presented by: Rajini Padmanaban and Mukesh Sharma QA InfoTech Brought to you by: 340 Corporate Way, Suite 300, Orange Park, FL 32073 888-268-8770 ∙ 904-278-0524 ∙ sqeinfo@sqe.com ∙ www.sqe.com
  • 2. Rajini Padmanaban QA InfoTech As Sr. Director of Engagement at QA InfoTech, Rajini Padmanaban leads the engagement and relationship management for some of QA InfoTech's largest and most strategic accounts. Rajini has more than twelve years of professional experience, primarily in the software quality assurance area. Mukesh Sharma QA InfoTech As founder and CEO of QA InfoTech Worldwide, Mukesh Sharma is responsible for the company's vision and leads the organization's worldwide operations, marketing, sales, and development efforts. Founding QA InfoTech with a vision to provide unbiased testing solutions, Mukesh has grown the organization to five Centers of Excellence with more than 650 employees. He began his technology career with DCM Data Systems, and then worked at IBM Corporation, Quark Inc., Gale Group, and Adobe Systems in software engineering and testing disciplines.
  • 3. Implementing Crowd Sourced Testing Mukesh Sharma, Rajini Padmanaban Your Software Testing Partner We help you build better software Agenda (1 of 2) Topic Time (in minutes) A Peek into Software Quality Crowd Sourced Testing - Defined Understanding Varied forms for Crowd Sourcing Let’s be the Crowd – Exercise Time Crowd Sourced Testing Relevance in Current Scenario Limitations of Crowd Sourced Testing 10 10 15 20 10 15 Slide 2 Corp04 1
  • 4. Agenda (2 of 2) Topic Practices for a Successful Crowd Sourced Test Effort Know What Not to Crowd Source Getting Stake Holder Buy-in Case Study & Examples Myths and Facts Conclusion and Q&A Time (in minutes) 30 15 15 30 15 15 Slide 3 Requirements A device to connect to the internet for one of our exercises (laptop, smart phones, tablets…) Slide 4 Corp04 2
  • 5. A Peek into Software Quality Test is responsible for Quality Focused on creating a quality deliverable Ensure we don’t sacrifice quality for the sake of schedule Empower the rest of the team to partake in improving quality Slide 5 Defining Quality • • • • • • • ISO 9000: Degree to which a set of inherent characteristics fulfill requirements Six Sigma: Number of defects per million opportunities Philip B. Crosby: Conformance to requirements Joseph M. Juran: Fitness for use by the customer Gerald M. Weinberg: Value to some person Robert Pirsig: The result of care American Society for Quality: A subjective term for which each person has his or her own definition. In technical usage, quality can have two meanings: a. The characteristics of a product or service that bear on its ability to satisfy stated or implied needs b. A product or service free of deficiencies Slide 6 Corp04 3
  • 6. Software Development Slide 7 Attacking the Inverse Exponential Testability Fault Injection Stress Testing End-to-End Exploratory Code Inspection Leverage the Beta Test Crowd Slide 8 Corp04 4
  • 7. Portfolio Selection Theory Diversification in investing tells us that risk lessens as the number of investments in the portfolio increases 10% 10% 10% 10% 10% 10% 10% 10% 10% 10% Slide 9 Audience Interaction Time… What Does Quality Mean to you ? Slide 10 Corp04 5
  • 8. What is Crowd Sourced Testing? Dailycrowdsource.com Crowd sourcing is the process of getting work, usually online, from a crowd of people. The word is a combination of the words 'crowd' and 'outsourcing'. The idea is to take work and outsource it to a crowd of workers CrowdSourcing.org (similar definition on Wikipedia) Welcome to the new world of crowd sourced testing, an emerging trend in software engineering that exploits the benefits, effectiveness, and efficiency of crowd sourcing and the cloud platform towards software quality assurance and control. With this new form of software testing, the product is put to test under diverse platforms, which makes it more representative, reliable, cost-effective, fast, and above all, bug-free I prefer the word engaging rather than delegating Crowd Source Testing.com Crowd sourcing your software testing consists of delegating onto a number of internet users the task of testing your web or software project while in development to ensure that it contains no defects, referred to as bugs Slide 11 What is Crowd Sourced Testing? …….so what really is Crowd Sourced Testing? • Is it all about a pool of testers leveraged and paid per valid bug? No, not just that… • Think: Slide 12 Corp04 • Sourcing relevant people from within your company • Across disciplines and levels • Sourcing end users from various disciplines – e.g. teachers, students, nurses, bankers • Partnerships with universities, organizations leveraging domain knowledge • In essence, think of the community at large to test your product 6
  • 9. What is Crowd Sourced Testing? Technologies Company Scale Domains Internal Crowd Sourcing Services Companies Product Companies External Crowd Sourcing Slide 13 Understand Factors that Motivate the Crowd Portfolio Selection Theory 10% Crowd Sourced Testing: Portfolio Selection Theory applied in QA 10% 10% 10% 10% 10% 10% 10% 10% 10% Slide 14 Corp04 7
  • 10. A Practical Solution to Leverage Slide 15 Set # 1 • Crowd Sourcing: • Is not restricted to any single company, technology, domain • Has a much larger yet simpler meaning than what it is often portrayed to be Slide 16 Corp04 8
  • 11. Types of Crowd Sourcing - Explained Crowd Creation Crowd Voting Crowd Wisdom Crowd Funding Slide 17 Types of Crowd Sourcing - Explained • Crowd Creation • Invite crowd to create subject content • Common usage areas: software development, translations, photos repository • Content usage by crowd or by organizations • Typical crowd motivators – Money, fun, community involvement, brand loyalty • Well known examples – Linux, iStockPhoto, 99 designs Slide 18 Corp04 9
  • 12. Types of Crowd Sourcing - Explained Slide 19 Types of Crowd Sourcing - Explained • Crowd Voting • Leverage crowd’s judgement to organize, filter, stack rank content Most popular of crowd • Common usage areas: retail, media, simple sourced versions (1:10:89 rule) yet powerful decisions across domains 1% create • Results used by an organization 10% vote and rate 89% consume • Typical crowd motivators – Fun, community involvement, brand loyalty • Well known examples – American Idol, Threadless.com -Jeff Howe, Author of CrowdSourcing Slide 20 Corp04 10
  • 13. Types of Crowd Sourcing - Explained Slide 21 Types of Crowd Sourcing - Explained • Crowd Wisdom • Harnesses crowd’s knowledge to solve problems, predict future outcomes • Common usage areas: reality shows, quality assurance, exchanges markets • Results used by an organization, crowd • Typical crowd motivators – Money, fun, product transparency, brand loyalty • Well known examples – Who wants to be a Millionaire Slide 22 Corp04 11
  • 14. Types of Crowd Sourcing - Explained Did You Know? The crowd’s answer in “Who Wants to be a Millionaire” was right 91% of the time compared to “Ask an Expert”, which was right 65% of the time Source: The Wisdom of Crowds, James Surowiecki Slide 23 Types of Crowd Sourcing - Explained • Crowd Funding • Leverages crowd to finance individuals or groups that might otherwise be denied credit or opportunity • Common usage areas: ideas in developing nations, educational domain • Results have far reaching impact • Typical crowd motivators – Money, social causes / community involvement • Several interesting examples at: http://www.alumnifutures.com/2012/07/crowdsourced.html Slide 24 Corp04 12
  • 15. Set # 2 • Crowd Sourcing Options are: • plentiful • available for a diverse set of community needs – both commercial and not-for-profit • to be customized based on results needed and the crowd motivating factors Slide 25 Exercise Time – Let’s Crowd Source Who has won the most oscars? 1.Walt Disney 2.Elizabeth Taylor 3.Meryl Streep 4.Jack Nicholson Slide 26 Corp04 13
  • 16. Exercise Time – Let’s Crowd Source On which national flag is there an eagle and a snake? 1.China 2.Mexico 3.Greece 4.Spain Slide 27 Exercise Time – Let’s Crowd Source Which American state produces most potatoes? 1. Oregon 2. California 3.Idaho 4.Washington Slide 28 Corp04 14
  • 17. Set # 3 Did You Know? Collective wisdom of the crowd often surpasses that of an expert The crowd’s answer in “Who Wants to be a Millionaire” was right 91% of the time compared to “Ask an Expert”, which was right 65% of the time Source: The Wisdom of Crowds, James Surowiecki Exercise Time – Let’s Crowd Source • Please take about 10 minutes to test www.amazon.com from usability and accessibility standpoints • Need tools - screen readers, magnifiers? • http://en.wikipedia.org/wiki/List_of_screen_readers • http://mediaaccess.org.au/digital-technology/assistivetech/screen-magnifiers/ - e.g. Magnifier on Windows, Zoom for Mac Slide 30 Corp04 15
  • 18. Exercise Time – Let’s Crowd Source • Discuss test results / feedback – • Goal of our study: demonstrating richness and diversity of crowd’s feedback as end users • Feedback from our visually challenged crowd Slide 31 Product Quality Scenario – as it stands today • • • • Shrinking release cycles Close scrutiny on overall spend Collective ownership of quality Need to: • Focus on product domain knowledge; not just disciplinary knowledge • Understand competing products • Creatively emulate end user scenarios • Mimic user environments via lab and simulations • Consider global product distribution effects Slide 32 Corp04 16
  • 19. A Practical Solution to Leverage • • • • • • Distribute quality effort Enhance productivity through global solutions Pool in end users into quality implementation Use live environments to test Analyze potential partnerships for SME Flexible, selective and cost effective testing .........Bring in the Crowd Slide 33 When does Crowd Sourced Testing Succeed? • Diversity of knowledge, background, experience • Independence in testing process • Wide spread domain background for product requiring SMEs • End user scenarios and environments difficult to simulate in-house • Work aligns with factors that motivate crowd Slide 34 Corp04 17
  • 20. Inherent Challenges • Random test efforts do not fit into quality strategy • Choosing, sustaining a crowd sourced team • Ongoing motivation, floating crowd Any Challenges from • Keeping everyone in sync on product dynamics your experience that • Communication challenges you would like to share? • Management overhead including logistics • Stakeholder buy in • Securing product IP before release Slide 35 Perceived Limitation Quality of product adversely impacted by an amateur crowd - Solidify your implementation plans - Use instrumentation wherever possible - Refer case studies – understand successes and failures Slide 36 Corp04 18
  • 21. Set # 4 • Current product scenario demands creative solutions to test within existing constraints • Crowd Sourcing is not a no-brainer solution to all problems • Not even a stand-alone solution in most cases • Understand its strengths and challenges in customizing it to your needs • Understand “What, When and How to Crowd Source in Testing” Slide 37 Practices for Successful Crowd Testing Customize your practices mindful of your constraints Slide 38 Corp04 19
  • 22. “What, When and How” of Crowd Testing • When to Crowd Test: • Product works reasonably well E2E • Ready to incorporate crowd’s feedback • No time or resources for formal testing….try to avoid this situation • Source content files are ready • Ongoing feedback from a chosen SME team at specific stages Slide 39 Examples Started off with informal testing due to lack of time Slide 40 Corp04 Ongoing MVP programs at Microsoft Product ready to be tested E2E and feedback incorporated 20
  • 23. “What, When and How” of Crowd Testing • What to Crowd Test: • User facing features • Areas where external team feedback is important – e.g. design, feature set, performance • Specialized areas of test: • localization (context based verification) • performance • compatibility, devices testing • Content testing – valuable SME knowledge • Align crowd’s focus areas into test strategy • Know what not to crowd source Slide 41 Examples Exam Grading Content Testing using SME / Localization Slide 42 Corp04 21
  • 24. “What, When and How” of Crowd Testing • How to Crowd Test: • Pick the right areas, team and time • Minimize duplication, overhead of sifting through known issues • Clear internal ownership: • Communication, technical query resolution • Prompt follow up and responses • Team up-to-date on product changes • Use of collaborative tools • Think about interactions amongst testers Slide 43 “What, When and How” of Crowd Testing • How to Crowd Test: • Leverage cloud, VPC for ease, secured access • Identify crowd motivators • Use management theories – Maslow’s hierarchy of needs? • Identify tasks that align with crowd motivators • Work on stakeholders buy-in Self Actualization – Pursue Inner Talent, Creativity, Fulfillment Self Esteem – Achievement, Mastery, Recognition, Respect Belonging – Friends, Family, Spouse, Lover Safety – Security, Stability, Freedom from Fear Psychological – Food, Water, Shelter, Warmth Slide 44 Corp04 22
  • 25. Set # 5 • Understand when a crowd test effort succeeds: • Diversity of knowledge, background, experience • Independence Examples, Bestprocess Any in the testing • Wide spread domain background for product Practices from your requiring SMEs experience that you • End user scenarios and environments difficult to would like to share? simulate in-house • Work aligns with factors that motivate the crowd Slide 45 Know What Not to Crowd Test • Features with moving pieces, demanding close collaboration • Sensitive IP • Environment specific complex testing • Tasks requiring immediate and regular turnaround - BVTs • Core testing activities • • • • Test automation, TDD scripts Regression testing First round of performance, security, integration testing Mundane testing tasks that don’t need diversity Slide 46 Corp04 23
  • 26. Some Examples • Simple performance tests such as PLTs – use tools • Understand pros and cons specific to your scenario – study by University of Texas, Austin* on Crowd Sourcing for Usability Testing vs. Lab Usability Testing on a college website Lab Usability Test Crowd Sourced Usability Test Participants 5 55 (14 spammers) Participant Demographics Students Crowdworkers Age 24 to 33 19 to 51 Education level Bachelor’s degree and Master’s degree All levels Experience with similar websites Speed Yes: 100% Yes: 77% No: 23% Less than 4 hours total. Participant Costs None Approximately 30 min. per session. $2.92 for pilot test $23.41 for final test (Avg: $0.48/tester) * - http://arxiv.org/ftp/arxiv/papers/1203/1203.1468.pdf Slide 47 Some Examples Major Problems Identified Lab Usability Test Crowd Sourcing Usability Test Font size too small Out-of-date information Menu overlap Irrelevant picture Invisible tools Information not cross-linked Lack of sort function Navigation unclear Search box difficult to locate Slide 48 Corp04 24
  • 27. Some Examples Advantages Disadvantages More participants Lower Quality Feedback High Speed Less Interaction Low Cost Spammers Various Backgrounds Less Focused User Groups In Conclusion: 1. In this scenario, usability testing would be better off done by students of the college website; choosing target users is very important 2. If crowd sourced testing is relevant based on your user profile, design the effort with care; using same tests and questions as that of lab testers for crowd testers may not yield great results (see section 4.1.2 on Test Redesign) Slide 49 Stake holder Buy In • Stakeholder resistance to Crowd Sourcing largely inline with model’s challenges: • Product IP, privacy issues • Internal team motivation • Quality of test effort and product • Additional overhead in effort management • Randomized test effort – tactical in nature Slide 50 Corp04 25
  • 28. Stake holder Buy In 1. Show steady progress 2. Stick to pre-defined communication protocols 3. Communicate the good and the bad 4. Be on top of new stakeholders or new concerns Identify stakeholders; prioritize the team; engage early 1. Supplemental test technique 2. Acknowledge problems 3. Explain the technique as applicable to your product; don’t assume their know-how Walk through the test strategy including crowd sourcing plans; understand their concerns Ongoing Communication 1. Practical demonstration of the model; adds to your confidence too! 2. Additional overhead at start but pays off in longer run 3. Run a pilot like a regular CS test program but of smaller scale Undertake Pilot if needed 1. Educated decision 2. Explain implementation plans – what & what not, when, how, 3. Define checks and balances for internal team and CS team roles 4. Map solutions to address each concern identified earlier Explain Solutions Slide 51 Set # 6 • Acknowledging what not to crowd source will: • Fasten stakeholder approval process • Help not impact internal team motivation Slide 52 Corp04 26
  • 29. Successful Work Patterns Core Unique Future Work Skills Work Skills Work Skills In-Job Behaviors Organizational Citizenship Behaviors Slide 53 Successful Work Patterns Core Work Skills Unique Work Skills Future Work Skills In-Job Behaviors Organizational Citizenship Behaviors Slide 54 Corp04 27
  • 30. Localization Testing • Hard, Large-Scale Problem • Windows 7 ships in 100 languages • Thousands of strings and screens per release • Traditional model of localization testers expensive and difficult to find Slide 55 Let’s Play… Slide 56 Corp04 28
  • 31. The Language Quality Game Slide 57 Results Total Screens Reviewed: Over 500,000 Total Number of Over 4,500 Reviewers: Screens per Reviewer: Average 119 Significant Quality Improvements for Windows 7 Positive Impact on Ship Schedule Team Morale and Subsidiary Engagement Internal sourcing alleviates security and access issues Slide 58 Corp04 29
  • 32. Amplify Skill with Volume Individual dialects, nuances, hard to detect with a single vendor – crowd does a better job Slide 59 Reduce Cost with Discovery, Instrumentation No need to install Telemetry to direct effort Slide 60 Corp04 30
  • 33. Reduce Risk with Diversity Portfolio theory in Quality Assurance Slide 61 Trust and Transparency Increase Effectiveness Inclusion = Trust, Trust = Enthusiasm Subsidiary engagement with Language Quality Game Momentum for Win 7 Slide 62 Corp04 31
  • 34. Players earn points for disaster relief agencies Microsoft donates $ based on leader board Individual players can sponsor tasks or scenarios Slide 63 Results Players Over 1,000 Feedback increase: > 16x Feedback received: 10,000 Significant Quality Improvements for Communicator “14” Positive Impact on Ship Schedule Team Morale and Dog-food User Engagement Slide 64 Corp04 Source : Ross Smith, Director of Test, Microsoft Corporation 32
  • 35. Crowd Testing – An Internal Example • QA InfoTech’s application for Crowd Testing • Encourages users, testers to test, make additional income • Detailed features around registration, events, defects, metrics, bug money • Application tested by internal crowd • Registration money used to distribute prize money Slide 65 Crowd Testing – An Internal Example Slide 66 Corp04 33
  • 36. Crowd Testing – An Internal Example Slide 67 Crowd Testing – An Internal Example Slide 68 Corp04 34
  • 37. Crowd Testing – An Internal Example Slide 69 Crowd Testing – An Internal Example Slide 70 Corp04 35
  • 38. Crowd Testing – An Internal Example • • • • Amazing turnaround in 2.5 hours 200+ testers 3000+ bugs Bugs across all categories including performance via simultaneous application use • Good team motivation • Participation by managers, leads and ICs alike • Diverse bugs reported by people of varied experiences Slide 71 Crowd Testing – An Internal Example • Motivators – Money, Group fun, Pride and Recognition amongst all in company including CxO level visibility Slide 72 Corp04 36
  • 39. Other Examples • Working with Blind Relief Association to bring in real users into accessibility testing • Working with universities for content grading • Mobile application testing across devices within the company Slide 73 Other Examples Listen to Ross Smith, Director of Test at Microsoft, on his thoughts on Crowd Sourced Testing Slide 74 Corp04 37
  • 40. Crowd Sourced Testing – Myths and Facts Really? 1. Crowd Sourced Testing - supplemental technique, not stand alone 2. Does not work in all situations; areas of niche to be reserved for internal testing 3. Internal team to build a sense of empowerment that the crowd adds to product quality #1 Crowd Sourced Testing impacts core testing team adversely; threatens their positioning in the product team Slide 75 Crowd Sourced Testing – Myths and Facts Really? 1. Think of Open Source Software….Linux - popular example of open software collaboration 2. Crowd Sourcing easier for testing than development as crowd often represents user base 3. Security, IP easier to manage in testing – no access to source code 4. Practices discussed extendible to development as well 5. Top Coder.com another good example #2 Crowd Sourcing is only for software testing. Development is a very technical and specialized area to leverage the crowd for Slide 76 Corp04 38
  • 41. Crowd Sourced Testing – Myths and Facts Partly True… 1. Management overhead slightly more...but this is inevitable in current day global development models 2. Crowd is a smart and self – sufficient group; YOU DON’T WANT TO MICRO-MANAGE 3. Best practices of what, when, how to crowd source will make the effort streamlined and not chaotic #3 Management overhead is significantly higher in Crowd Sourced Testing. Given the short project deadlines, we do not have time or resources to manage a crowd sourced test team Slide 77 Crowd Sourced Testing – Myths and Facts Partly True… 1. Scale potential of resources is huge 2. However, getting right resources at right time is challenging 3. Maintain a pool / common database and engage with the crowd on ongoing basis even in lean periods #4 Crowd Testers can be ramped up or down at very short notice, giving great head count flexibility Slide 78 Corp04 39
  • 42. In Conclusion Let’s: • Pictorially walkthrough Crowd Sourcing • Revisit Take-Aways • Look at Call to Action Slide 79 Crowd Sourcing – Pictorial Walkthrough Slide 80 Corp04 40
  • 43. Crowd Sourcing – Pictorial Walkthrough Slide 81 Crowd Sourcing – Pictorial Walkthrough Slide 82 Corp04 41
  • 44. Take-Aways revisited • CS used across companies, domains, technologies • Understand varied manifestations, crowd motivators, to customize your implementation • Educated decision of what, when, how to crowd source • Acknowledge model’s challenges; be transparent in seeking stakeholder approval Slide 83 Call to Action • Evaluate programs in your group; gradually build on them • Start small • Try a Pilot / Proof of Concept • Register to be a crowd sourced tester – internally, externally http://www.qainfotech.com/CS_Reg_Step1.php Slide 84 Corp04 42
  • 45. About QA InfoTech • An independent software quality assurance and testing company, founded in 2003, currently employing 650 people • Five testing “Centers of Excellence” across the USA and India • World-class testing labs • Experience working with clients across various domains • Bagged the “Top 100 places to work for in India*” award, three years in a row • Focus on the right balance of people, processes, technology • CMMi III, ISO 9001:2008, 20000-1:2005 certified * Study conducted by Great Places to Work Institute, India Slide 85 QA InfoTech facilities in India Q&A – Let’s find answers together! Slide 86 Corp04 43
  • 46. References • http://outsideinmarketing.wordpress.com/2010/05/08/four-types-of-crowdsourcing/ • http://explore2win.blogspot.in/2012/10/what-is-crowdsourcing.html • http://arxiv.org/ftp/arxiv/papers/1203/1203.1468.pdf Slide 87 Thank You For more information, please: • Contact us at info@qainfotech.com • mukesh@qainfotech.net, rajini.padmanaban@qainfotech.net • Visit us at www.qainfotech.com • Read our blog at www.qainfotech.com/blog • Follow us on Twitter at www.twitter.com/qainfotech USA Office International Headquarters Farmington Hills Michigan, U.S.A. Phone: +1-248-719-3409 Noida Uttar Pradesh, India Phone: +91-120-4292222 (Three additional testing facilities in India) Slide 88 Corp04 44