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TEST AUTOMATION
BCS, THE CHARTERED INSTITUTE FOR IT

BCS, The Chartered Institute for IT, is committed to making IT good for society. We use
the power of our network to bring about positive, tangible change. We champion the
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Supporting practitioners
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the Institute seeks to promote professional practice tuned to the demands of business.
It provides practical support and information services to its members and volunteer
communities around the world.

Setting standards and frameworks


The Institute collaborates with government, industry and relevant bodies to establish
good working practices, codes of conduct, skills frameworks and common standards.
It also offers a range of consultancy services to employers to help them adopt best
practice.

Become a member
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the benefits of BCS membership. These include access to an international community,
invitations to a roster of local and national events, career development tools and a
quarterly thought-leadership magazine. Visit www.bcs.org/membership to find out
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Further information
BCS, The Chartered Institute for IT,
3 Newbridge Square,
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T +44 (0) 1793 417 417
(Monday to Friday, 09:00 to 17:00 UK time)
www.bcs.org/contact
http://shop.bcs.org/
TEST AUTOMATION
A manager’s guide

Boby Jose
© BCS Learning and Development Ltd 2021

The right of Boby Jose to be identified as author of this work has been asserted by him in accordance with
sections 77 and 78 of the Copyright, Designs and Patents Act 1988.

All rights reserved. Apart from any fair dealing for the purposes of research or private study, or criticism or
review, as permitted by the Copyright Designs and Patents Act 1988, no part of this publication may be repro-
duced, stored or transmitted in any form or by any means, except with the prior permission in writing of the
publisher, or in the case of reprographic reproduction, in accordance with the terms of the licences issued by
the Copyright Licensing Agency. Enquiries for permission to reproduce material outside those terms should
be directed to the publisher.

All trade marks, registered names etc. acknowledged in this publication are the property of their respective
owners. BCS and the BCS logo are the registered trade marks of the British Computer Society charity number
292786 (BCS).

Published by BCS Learning and Development Ltd, a wholly owned subsidiary of BCS, The Chartered Institute
for IT, 3 Newbridge Square, Swindon, SN1 1BY, UK.
www.bcs.org

Paperback ISBN: 978-1-78017-5454


PDF ISBN: 978-1-78017-5461
ePUB ISBN: 978-1-78017-5478

British Cataloguing in Publication Data.


A CIP catalogue record for this book is available at the British Library.

Disclaimer:
The views expressed in this book are of the author and do not necessarily reflect the views of the Institute
or BCS Learning and Development Ltd except where explicitly stated as such. Although every care has been
taken by the authors and BCS Learning and Development Ltd in the preparation of the publication, no warranty
is given by the authors or BCS Learning and Development Ltd as publisher as to the accuracy or complete-
ness of the information contained within it and neither the authors nor BCS Learning and Development Ltd
shall be responsible or liable for any loss or damage whatsoever arising by virtue of such information or any
instructions or advice contained within this publication or by any of the aforementioned.

All URLs were correct at the time of publication.

Publisher’s acknowledgements
Reviewers: Kari Kakkonen, Francisca Cano Ortiz and Matthew Riddiough Boylan
Publisher: Ian Borthwick
Commissioning editor: Rebecca Youé
Production manager: Florence Leroy
Project manager: Sunrise Setting Ltd
Copy-editor: Gillian Bourn
Proofreader: Barbara Eastman
Indexer: John Silvester
Cover design: Alex Wright
Cover image: iStock - Leonid Andronov
Typeset by Lapiz Digital Services, Chennai, India.

iv
To all my mentors who have inspired and encouraged me

v
CONTENTS

List of figures and tables x


Author xiii
Abbreviations xv
Useful websites xix
Preface xxii

PART ONE: THE ‘WHATS’ AND ‘WHYS’ OF TEST AUTOMATION 1

1 TEST AUTOMATION: A STRATEGIC VIEW 3


1.1 Introduction 3
1.2 Manual testing and automated testing 6
1.3 The ‘whats’ and the ‘whys’ of test automation 10
1.4 Managing stakeholders in test automation 12
1.5 Test automation policy, strategy and plan 15
1.6 CBA and ROI for test automation 19
1.7 Automation feasibility 27
1.8 Overselling automation 28
1.9 Summary 28

2. DOMAIN-FOCUSED TEST AUTOMATION 30


2.1 Software development approaches 30
2.2 Test automation and business models 45
2.3 Test automation in functional and non-functional testing 52
2.4 Trends 61
2.5 Summary 64

3. TEST AUTOMATION TOOL SELECTION 65


3.1 Test automation tool selection 65
3.2 Tool selection assessment 70
3.3 Coding or scripting 71
3.4 Scriptless automation 72
3.5 Summary 73

4. PEOPLE AND TEAM 74


4.1 Test automation team 74
4.2 Skills 76
4.3 Hiring process 79
4.4 Summary 83

vii
CONTENTS

5. AUTOMATION FRAMEWORKS 84
5.1 Linear test automation framework 85
5.2 Modular testing framework 88
5.3 Library architecture testing framework 89
5.4 Data-driven testing framework 90
5.5 Keyword-driven testing framework 92
5.6 Hybrid testing framework 94
5.7 Test-driven development testing framework 95
5.8 Behaviour-driven development testing framework 97
5.9 Summary 98

6. ENVIRONMENTS 99
6.1 Test automation environments 100
6.2 Summary 105

7. CANDIDATES FOR AUTOMATION 106


7.1 What should be automated? 106
7.2 What should not be automated? 108
7.3 Summary 108

8. TEST AUTOMATION AND TEST COVERAGE 110


8.1 Test coverage 110
8.2 Test automation metrics 114
8.3 Summary 115

PART TWO: HOW AND WHEN TO DO AUTOMATION 117

9. TEST AUTOMATION SUBJECT MATTER EXPERT 119


9.1 Essential skills for a test automation engineer 119
9.2 Building a successful career in test automation 128
9.3 Summary 130

10. TEST AUTOMATION TOOLS 131


10.1 Understanding licence models 131
10.2 Leading test automation tools 135
10.3 Cost factors 143
10.4 Summary 145

11. TEST AUTOMATION AND PROGRAMMING LANGUAGES 146


11.1 Programming languages for test automation 148
11.2 Coding or scripting methods and techniques 151
11.3 Candidates for test automation scripting 153
11.4 Developing your first script 154
11.5 Summary 155

12. AUTOMATION FRAMEWORK DESIGN AND DEVELOPMENT 156


12.1 Test automation components’ definitions 157
12.2 Building a test automation framework 158
12.3 SUT architecture 167
12.4 Test data management 171
12.5 Summary 174

viii
CONTENTS

13. MEASURING TEST AUTOMATION 175


13.1 Test automation metrics 176
13.2 Requirement and coverage metrics 177
13.3 Defect metrics 177
13.4 Management reporting 178
13.5 Automated test metrics 183
13.6 Summary 184

14 CONCLUSION 185

APPENDICES187

APPENDIX A: CODING STANDARDS AND COMMENTS 189

APPENDIX B: SAMPLE TEST AUTOMATION FRAMEWORK 191

APPENDIX C: SAMPLE INTERVIEW QUESTIONS 196

APPENDIX D: SAMPLE SKILL SET OF TEST AUTOMATION 199


ENGINEERS

APPENDIX E: TEMPLATES 201


Template 1: Sample test policy 201
Template 2: Sample test automation plan 204
Template 3: Cost-benefit analysis 211
Template 4: Automation suitability checklist 214
Template 5: Tool evaluation 215
Template 6: ROI trend 216
Template 7: ROI 218

APPENDIX F: TEST AUTOMATION – INDUSTRY EXAMPLES 221

APPENDIX G: ISTQB TEST AUTOMATION ARCHITECTURE 229

References 231
Further reading 232
Glossary 233
Index 242

ix
LIST OF FIGURES AND TABLES

FIGURES

Figure 1.1 Triple constraints 4


Figure 1.2 Manual testing versus test automation 6
Figure 1.3 Why test automation? 11
Figure 1.4 Stakeholder involvement matrix 13
Figure 1.5 Stakeholders 14
Figure 1.6 Document hierarchy 16
Figure 1.7 Automation test approach 19
Figure 1.8 Cost-benefit analysis framework 22
Figure 1.9 ROI versus releases 25
Figure 2.1 Waterfall approach 31
Figure 2.2 Agile approach 32
Figure 2.3 Waterfall testing 34
Figure 2.4 Test automation in Waterfall 35
Figure 2.5 Agile testing 37
Figure 2.6 Test automation in Agile at an enterprise level 38
Figure 2.7 DevOps 40
Figure 2.8 DevOps CI/CD workflow 40
Figure 2.9 DevOps test automation 41
Figure 2.10 MTS pillars 50
Figure 2.11 Functional test automation types 54
Figure 2.12 Non-functional test automation types 55
Figure 3.1 Automation tools versus cost matrix 69
Figure 3.2 Tool selection process 70
Figure 5.1 Test automation frameworks 86
Figure 5.2 Linear test automation framework 87
Figure 5.3 Modular test automation framework 88
Figure 5.4 Library architecture test automation framework 90
Figure 5.5 Data-driven test automation framework 91
Figure 5.6 Keyword-driven test automation framework 92
Figure 5.7 Hybrid test automation framework 94
Figure 5.8 Test-driven development 96
Figure 5.9 Behaviour-driven development 98
Figure 6.1 Test environment sequential diagram 101
Figure 7.1 Test automation: initial days 106
Figure 7.2 Test automation growth 107
Figure 9.1 Test automation engineer essential skills 121

x
LIST OF FIGURES AND TABLES

Figure 10.1 Software licence models 134


Figure 10.2 Testing tools 135
Figure 11.1 Generations of programming languages 147
Figure 11.2 Structured scripting 152
Figure 12.1 Test automation road map 162
Figure 12.2 Framework folder structure 163
Figure 12.3 BDD SpecFlow for an ecommerce project (example) 164
Figure 12.4 Application data sheet 166
Figure 12.5 Application areas/modules data sheet (regression suite) 166
Figure 12.6 Data sheet (regression suite) 167
Figure 12.7 Test report 168
Figure 12.8 Test execution summary 169
Figure 12.9 Detailed result 170
Figure 12.10 Test data creation 173
Figure 13.1 Product automation metrics 179
Figure 13.2 Defect trends 180
Figure 13.3 Test automation trend based on coverage and cost 180
Figure 13.4 Test automation trend based on effort and quality 181
Figure 13.5 Test automation trend based on test execution rate 181
Figure 13.6 Test automation defect removal efficiency 182
Figure 13.7 Test automation defect root cause analysis 182
Figure 13.8 Test automation defect density 183
Figure 13.9 Test automation environment down metrics 184
Figure A.1 Test automation framework folder structure 191
Figure A.2 Test automation framework for a real-life project 192
Figure A.3 Test automation framework test result 1 194
Figure A.4 Test automation framework test result 2 195
Figure A.5 Tentative high-level plan and schedule 212
Figure A.6 ROI chart for automation 217
Figure A.7 The Generic Test Automation Framework 230

TABLES

Table 2.1 Test automation and domains 30


Table 2.2 Comparison between Waterfall and Agile testing 32
Table 2.3 Functional requirements specifications 53
Table 2.4 Non-functional requirements specifications 55
Table 2.5 Testing stages and automation 56
Table 2.6 Testing types and automation 58
Table 4.1 Competency matrix for test automation 78
Table 4.2 Skill assessment matrix 83
Table 5.1 Example keyword table 93
Table 6.1 Environments and their features 101
Table 7.1 Candidates for automated testing 109
Table 10.1 API/web service testing tools 136
Table 10.2 Unit testing tools 137
Table 10.3 Functional and web tools 138
Table 10.4 Mobile testing tools 139
Table 10.5 Test and defect management tools 140

xi
LIST OF FIGURES AND TABLES

Table 10.6 Cross-browser testing tools 141


Table 10.7 Performance and load testing tools 141
Table 10.8 Security and penetration testing tools 142
Table 10.9 AL/ML powered testing tools 142
Table 10.10 Test framework tools 143
Table 12.1 Common definitions 157
Table 12.2 Framework platform requirements 159
Table 12.3 Test data management tools 174
Table A.1 Test automation framework folder description 192
Table A.2 Test automation framework folder description for a  193
real-life project

xii
AUTHOR

Boby Jose holds a BSc in Physics and Masters in Business Administration (MBA), and
has over two decades of work experience in software testing within the business,
technology, IT, infrastructure, outsourcing and consulting industries. He started his
professional career as a business analyst and ecommerce consultant. Professionally
trained and certified in test automation, Boby’s career progressed through offshore IT
service companies, cutting edge product development and testing in informatics, and
test consulting with a leading North American technology consultancy, and later with
a leading European IT consultancy. He has worked in companies ranging from 500 to
250,000 employees and has led testing engagements with more than 100 members.

Boby has successfully managed the testing of many large IT transformation programmes
and globally distributed software engagements. He is based in London, United Kingdom,
and has software testing experience in the public, private, secure and product sectors
in the US, Europe, Middle East and Asia. Boby has extensive experience in the fields of
test strategy, test management, test planning, Test automation, test governance, test
transformation, test environment management, infrastructure test management, test
consulting and product test management.

Boby also has substantial testing and test automation experience in agro, bioinformatics,
client/server, custom and bespoke solutions, digital, ecommerce, education, enterprise
applications, enterprise resource planning (ERP), finance, healthcare, legacy, life science,
marketplace, material science, mobile, multichannel, retail, scientific, tax, telecom,
travel and transport, and web technologies. His skills spread across Agile, continuous
integration (CI) and continuous delivery (CD), functional testing, infrastructure testing,
iterative, IT service continuity (ITSC) testing, non-functional testing, operational
acceptance testing (cloud, on-premises and hybrid), performance testing, portfolio,
project and programme test management, security and penetration testing, test
strategies and plans, user acceptance testing (for over 100 countries), V-model and
Waterfall.

He is a certified ISTQB® Advanced Test Manager, as well as having qualifications that


include TPI NEXT® Foundation, ISTQB-ISEB Foundation Level, PRINCE2® Foundation
and Practitioner, Mobile App Testing, Certified Agile Scrum Master and Certified Scrum
Product Owner.

He has published many papers, articles and points of view on topics such as the
intricacies of mobile application testing, managing up in testing, process improvement
through goal problem approach, investing in test automation (cost-benefit analysis and
return on investment (ROI)) and software testing of product versus application-based

xiii
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P. H. G. del. et lith. Reeve, Benham & Reeve, imp.

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