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Last updated on 2024年8月1日

How do you align UAT with other testing phases and processes?

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User acceptance testing (UAT) is a crucial phase in the software development lifecycle, where the end users verify that the product meets their requirements and expectations. However, UAT cannot be done in isolation, as it depends on the quality and alignment of the previous testing phases and processes. In this article, we will discuss how you can align UAT with other testing phases and processes, and why it is important for the success of your project.

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1 Define UAT scope and criteria

The first step to align UAT with other testing phases and processes is to define the UAT scope and criteria clearly and early in the project. This means identifying the key user scenarios, use cases, acceptance criteria, and test cases that will be used to evaluate the product. You should also specify the roles and responsibilities of the UAT team, the test environment, the data, the tools, and the schedule. By defining the UAT scope and criteria, you can ensure that the UAT objectives are aligned with the business goals and the user needs, and that they are consistent and traceable to the requirements and specifications.

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Syreeta Niblett, CSM, CSAM

User Acceptance Test Lead | Senior Business Analyst | Cybersecurity GRC Enthusiast | I Ensure Testing Is Clear & Security Is Trusted For Agile Teams In Healthcare Tech
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Aligning UAT with other testing phases and processes involves careful planning and clear definition of scope and criteria. Initially, I work closely with the QA team to understand the outcomes and coverage of previous testing phases, such as unit, integration, and system testing. This helps ensure that UAT focuses on validating the end-to-end business processes from a user's perspective, rather than duplicating earlier tests.

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2 Coordinate with other testing teams

The second step to align UAT with other testing phases and processes is to coordinate with other testing teams, such as the developers, the testers, the business analysts, and the stakeholders. You should communicate and collaborate with them regularly, to share the UAT scope and criteria, to review the test results, to report and resolve the defects, and to provide feedback and suggestions. By coordinating with other testing teams, you can ensure that the UAT inputs and outputs are aligned with the quality standards and expectations, and that they are integrated and synchronized with the other testing activities.

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Syreeta Niblett, CSM, CSAM

User Acceptance Test Lead | Senior Business Analyst | Cybersecurity GRC Enthusiast | I Ensure Testing Is Clear & Security Is Trusted For Agile Teams In Healthcare Tech
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Coordinating with other testing teams is essential to ensure a smooth and efficient testing process. My approach involves regular and clear communication with all testing teams, including unit testing, integration testing, and system testing teams. This begins with establishing a collaborative environment where information and updates are freely shared.

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3 Follow test management best practices

The third step to align UAT with other testing phases and processes is to follow test management best practices, such as planning, executing, monitoring, controlling, and reporting. You should use a test management tool or system, such as Jira, TestRail, or Zephyr, to manage the UAT process efficiently and effectively. You should also use a test automation tool or framework, such as Selenium, Cucumber, or TestNG, to automate the UAT test cases that are repetitive, stable, and high-priority. By following test management best practices, you can ensure that the UAT process is aligned with the project schedule and budget, and that it is transparent and traceable to the stakeholders.

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Antonette Anandarajah

Senior Test Analyst @ Capgemini | ISTQB? Certified
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I would only use automation tools to automate any E2E regression tests in the testing phases prior to UAT. As UAT is focusing on how real-life users navigate and use the system and whether it is fit for purpose in their day-to-day role, automated tests won't be able to pick up on things like accessibility and usability which can really only be picked up on by actual people testing the system E2E and using it as they would in real-life scenarios.

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4 Conduct UAT reviews and retrospectives

The fourth step to align UAT with other testing phases and processes is to conduct UAT reviews and retrospectives, where you evaluate the UAT performance and outcomes, and identify the lessons learned and the improvement opportunities. You should involve the UAT team, the other testing teams, and the stakeholders in the UAT reviews and retrospectives, to collect and analyze the feedback, the metrics, the issues, and the risks. You should also document and share the UAT results, the recommendations, and the action items. By conducting UAT reviews and retrospectives, you can ensure that the UAT process is aligned with the continuous improvement and learning principles, and that it is adaptable and responsive to the changing needs and expectations.

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Syreeta Niblett, CSM, CSAM

User Acceptance Test Lead | Senior Business Analyst | Cybersecurity GRC Enthusiast | I Ensure Testing Is Clear & Security Is Trusted For Agile Teams In Healthcare Tech
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Conducting UAT reviews and retrospectives involves organizing review sessions to assess testing outcomes and gather feedback. I summarize the results, highlighting executed, passed, and failed test cases, and discuss any critical defects with stakeholders. For example, if users find a feature confusing, we discuss improvements. In retrospectives, I encourage open feedback on what went well and what needs improvement. For instance, we might identify effective communication but slow defect resolution, leading us to implement more frequent check-ins.

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5 Validate UAT deliverables and sign-off

The fifth step to align UAT with other testing phases and processes is to validate UAT deliverables and sign-off, where you confirm that the product meets the UAT scope and criteria, and that it is ready for deployment or release. You should verify that the UAT deliverables, such as the test cases, the test data, the test reports, and the defect logs, are complete, accurate, and consistent. You should also obtain the formal approval and sign-off from the UAT team, the other testing teams, and the stakeholders, to ensure that they are satisfied and confident with the product quality and usability. By validating UAT deliverables and sign-off, you can ensure that the UAT process is aligned with the project closure and transition requirements, and that it is compliant and accountable to the governance and audit standards.

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6 Align UAT with agile methodologies

The sixth step to align UAT with other testing phases and processes is to align UAT with agile methodologies, such as Scrum, Kanban, or XP, if your project follows them. This means integrating UAT into the agile development cycle, where you perform UAT iteratively and incrementally, based on the user stories, the features, and the sprints. You should also adopt the agile values and principles, such as collaboration, feedback, transparency, and adaptation, to guide your UAT process. By aligning UAT with agile methodologies, you can ensure that the UAT process is aligned with the agile delivery and customer value proposition, and that it is flexible and resilient to the changing requirements and expectations.

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7 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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How do you align UAT with other testing phases and processes?

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1 Define UAT scope and criteria

2 Coordinate with other testing teams

3 Follow test management best practices

4 Conduct UAT reviews and retrospectives

5 Validate UAT deliverables and sign-off

6 Align UAT with agile methodologies

7 Here’s what else to consider

User Acceptance Testing

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