Cracking the code to successful conversions: establish testing and QA approach

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Testing, testing, testing...do we really need testing? The answer is YES! Always! The big questions are:

1. How do I test?
2. What do I test?
3. Do we just do program testing or do we include testing data quality?
4. What about volume testing?
5. Who signs off on after-test completion?

For a conversion project, we need to create a list of exactly what we need to test. For example, we may need to create testing scenarios that are run in both our source system and target system. Count the number of records, and then dive into the data by types, codes and statuses; use a profiling tool if you have one. Uncovering disconnected (outliers) is always at the top of my list. The results can be used to test the target system after conversion. You should document any translations, filtering and excluded records.

If there is a reporting front-end and/or software front-end, you will need to write testing scenarios to make sure the reports and the software are performing as expected.

Staying organized is key to your project's success. I seem to use a lot of spreadsheets to keep track of all the testing that is required for a conversion. I have had some clients who use specific software to keep track of all the testing scripts, and who use testing tools that simulate volume and system saturation.

There seem to be lots of choices when it comes to testing tools, but the important thing is to decide up front how the testing phase of the project should executed, monitored and reported. How do you outline, execute and organize your project testing? Share your thoughts below.

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About Author

Joyce Norris-Montanari

President of DBTech Solutions, Inc

Joyce Norris-Montanari, CBIP-CDMP, is president of DBTech Solutions, Inc. Joyce advises clients on all aspects of architectural integration, business intelligence and data management. Joyce advises clients about technology, including tools like ETL, profiling, database, quality and metadata. Joyce speaks frequently at data warehouse conferences and is a contributor to several trade publications. She co-authored Data Warehousing and E-Business (Wiley & Sons) with William H. Inmon and others. Joyce has managed and implemented data integrations, data warehouses and operational data stores in industries like education, pharmaceutical, restaurants, telecommunications, government, health care, financial, oil and gas, insurance, research and development and retail. She can be reached at jmontanari@earthlink.net.

2 Comments

  1. Giuseppe Longoni on

    I organize thinking at eXtrem Programming, so mainly I draw upon the following 2:
    1) plan at the start of project, before development
    2) realize a set of input and correlated output, to lauch and to evaluate as much as possible automatically (even with business rules)
    I’m the first not to follow this 2 rules (and I find interesting discover the motivation behind this lack: I’ll threat in another post), but I pay always when I don’t use them and, on the contrary, I guarantee of the dramatic improvements that this 2 rules ensure to the project.

  2. I TOTALLY agree with you... the sooner in the project the better. I usually create a context diagram to define all inputs and outputs... THANK YOU

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