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Developing an offshore
context-driven testing team
Dr Lee Hawkins
Principal Test Architect
Dell Software (Melbourne)
@therockertester
2 Dell Software GroupConfidential
Who am I?
• 15 years at Quest Software /
Dell Software in Melbourne,
Australia.
• Really testing since 2007 after
attending Rapid Software
Testing with Michael Bolton.
• Current role is Principal Test
Architect.
We deliver scalable and affordable
solutions that simplify IT and mitigate
risk. Our offerings, when combined
with Dell hardware and services, drive
unmatched efficiency to accelerate
business results.
3 Dell Software GroupConfidential
Why China?
vs.
4 Dell Software GroupConfidential
Starting to build
our test team
• First hired Charles as a senior
manager.
• Hired testers and automated
test developers.
• “Standard” tester job spec.
• Good verbal English language
skills a must!
• Not actively involved in the
hiring decisions at this end.
• After about a year, we had:
– 7 testers, and
– 6 automated test developers.
5 Dell Software GroupConfidential
The testing
team
Aaron Caroline
BreezeCindy Elfin Keven
Scott
Testing experience before Dell:
2-5 years: 5+ years:
0-2 years:
Judy
6 Dell Software GroupConfidential
Challenges
• Cultural differences
• Language barriers
• Traditional testing status quo
7 Dell Software GroupConfidential
Dealing with
cultural
differences
8 Dell Software GroupConfidential
Cultural differences (1) - training
• Stereotypical / too
traditional
• No substitute for real
interactions
• Better than nothing!
• Stopped us making basic
mistakes
• Chinese cultural training sessions in Melbourne
9 Dell Software GroupConfidential
Cultural differences (2) - the big tickets
• Belief in rigid hierarchy, from Confucius
• Elders are respected
• Seniority is valued & respected
• Criticizing or questioning seniority is just not the
done thing. Group harmony is very important.
Hierarchy
10 Dell Software GroupConfidential
Cultural differences (3) - the big tickets
• Politeness, respect, harmony
• Pride, social position
• Gaining face
• Losing face
Face
"Saving Face in China" (Anne-Laure Monfret, French Chamber of Commerce, Hong Kong)
11 Dell Software GroupConfidential
Cultural differences (4) - practicalities
• Too scared to email, Lync or call the “architect”.
• Visiting them and making personal connections
helped build trust and more open communication.
• “Tell us how to become a testing expert like you”
• Give them permission to disagree with me.
• Encourage them to question everything, don’t just
follow me. Tell me I’m wrong.
• Constant reinforcement that it’s OK to disagree.
12 Dell Software GroupConfidential
Cultural differences (5) - tips
• There is no substitute for face-to-face meetings to
build trust relationships, so visit the team and visit often.
• Small gifts for the team work well (gain face).
• Demonstrate your interest in learning the culture and
show respect for it. Take the team for dinner.
• Treat the offshore team as part of the team.
• Learn some basic phrases in their language.
• Keep abreast of the news headlines in their country.
• Did I mention visiting the team? Do it. And do it again.
13 Dell Software GroupConfidential
The language
barrier
14 Dell Software GroupConfidential
Language barrier (1) - learning
• Our Melbourne cultural training also included a basic
introduction to Mandarin.
• We devote a few hours per week (within work time) for
them to improve their English, both in office study
groups and through online learning.
• They are enthusiastic and strongly motivated to
improve their English, so take advantage of that.
• On-going process on both sides.
15 Dell Software GroupConfidential
Language barrier (2) - written vs. verbal
Written
• BA to write user stories
• Provide feedback on
session sheets
• Use simple and consistent
language
Verbal
• Talk better than listen
• Don’t ask yes/no questions
• Use simple and consistent
language
16 Dell Software GroupConfidential
Language barrier (3) - cultural influences
• China - primarily concerned with maintaining face and
group harmony.
• Western culture - find and convey information, these
individualistic societies thrive on debate and disagreement
is OK.
• The way Chinese express yes or no is not
straightforward…
–Yes – more like “maybe”
–No - evasiveness over explicit disagreement
–Maybe – often equivalent to “no”
17 Dell Software GroupConfidential
Language barrier (4) - tips
• Hire people with some English skills and provide
opportunities for them to improve (within work time).
• Leverage their strong motivation to learn English.
• Use consistent language and terminology.
• Simple is good. Repetition helps.
• Learn to understand cultural nuances.
• Learn some simple greetings and phrases.
• Help out with English classes during visits (remember,
you’re visiting often).
• Simple is good. Repetition helps.
18 Dell Software GroupConfidential
Challenging the
testing status
quo
19 Dell Software GroupConfidential
Testing (1) - background
• All of our testers had only been in factory testing
environments before.
• Original expectations were pretty low.
• Decided to try exploratory testing under supervision
from day one!
• Young and inexperienced team, but very enthusiastic
and eager to please.
• Encouraged them to take risks, be critical, and think
creatively.
“The only thing more difficult than starting something new in
an organization is stopping something old” (Russell Ackoff)
20 Dell Software GroupConfidential
Testing (2) - mechanics
• Communication
–Daily standups
–Phone and Lync
–Regular visits (have I mentioned this before?)
• Tools
–Wiki
– User stories
– Session sheets
– Reference materials
–JIRA
– Story and task management
– Defect tracking
–XMind
– Mind maps in session sheets
21 Dell Software GroupConfidential
Testing (3) - reality checks
• Reinforcement that we want them to question.
• Some still see ET as risky and struggle to
know when to stop testing.
• Local leadership is critical.
• Regularly make priorities very clear.
• Learning via books, blogs, etc. is slow.
• Learning during face-to-face sessions is much faster.
• Communication infrastructure needs improvement.
22 Dell Software GroupConfidential
Testing (4) - tips
• Believe in your people. Always be available for them.
• Create an environment where it’s safe to fail - and they
feel supported and rewarded.
• Be patient and recognize the need for very close
support in the early stages (including frequent visits).
• Acknowledge their contributions and successes – helps
them be even more motivated, gains face for them.
• Make it easy to find good quality product information to
help with testing.
• Make it easy to record testing notes.
• Look for leadership potential to create local leaders.
23 Dell Software GroupConfidential
Success?
24 Dell Software GroupConfidential
Measuring success (1)
• Comments from Development Manager:
Finding the right defects - defects that cause workflow
breakages or would cause annoyance to a customer.
I really do feel that I can trust any of the testers to do
the same quality job as any local resource.
Although in a remote location, they are an active part
of development and often don’t feel remote.
25 Dell Software GroupConfidential
Measuring success (2)
• Completing feature testing within sprints (most of the
time).
• Satisfied customers - no significant production defects.
• Our team champions the adoption of Exploratory Testing
in other teams.
• Zero staff attrition (so far).
• Team morale is good (anecdotally).
• Able to work independently of Melbourne leadership.
26 Dell Software GroupConfidential
Thanks! lee.hawkins@software.dell.com
@therockertester
therockertester.wordpress.com

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Developing an Offshore Context-Driven Testing Team

  • 1. Developing an offshore context-driven testing team Dr Lee Hawkins Principal Test Architect Dell Software (Melbourne) @therockertester
  • 2. 2 Dell Software GroupConfidential Who am I? • 15 years at Quest Software / Dell Software in Melbourne, Australia. • Really testing since 2007 after attending Rapid Software Testing with Michael Bolton. • Current role is Principal Test Architect. We deliver scalable and affordable solutions that simplify IT and mitigate risk. Our offerings, when combined with Dell hardware and services, drive unmatched efficiency to accelerate business results.
  • 3. 3 Dell Software GroupConfidential Why China? vs.
  • 4. 4 Dell Software GroupConfidential Starting to build our test team • First hired Charles as a senior manager. • Hired testers and automated test developers. • “Standard” tester job spec. • Good verbal English language skills a must! • Not actively involved in the hiring decisions at this end. • After about a year, we had: – 7 testers, and – 6 automated test developers.
  • 5. 5 Dell Software GroupConfidential The testing team Aaron Caroline BreezeCindy Elfin Keven Scott Testing experience before Dell: 2-5 years: 5+ years: 0-2 years: Judy
  • 6. 6 Dell Software GroupConfidential Challenges • Cultural differences • Language barriers • Traditional testing status quo
  • 7. 7 Dell Software GroupConfidential Dealing with cultural differences
  • 8. 8 Dell Software GroupConfidential Cultural differences (1) - training • Stereotypical / too traditional • No substitute for real interactions • Better than nothing! • Stopped us making basic mistakes • Chinese cultural training sessions in Melbourne
  • 9. 9 Dell Software GroupConfidential Cultural differences (2) - the big tickets • Belief in rigid hierarchy, from Confucius • Elders are respected • Seniority is valued & respected • Criticizing or questioning seniority is just not the done thing. Group harmony is very important. Hierarchy
  • 10. 10 Dell Software GroupConfidential Cultural differences (3) - the big tickets • Politeness, respect, harmony • Pride, social position • Gaining face • Losing face Face "Saving Face in China" (Anne-Laure Monfret, French Chamber of Commerce, Hong Kong)
  • 11. 11 Dell Software GroupConfidential Cultural differences (4) - practicalities • Too scared to email, Lync or call the “architect”. • Visiting them and making personal connections helped build trust and more open communication. • “Tell us how to become a testing expert like you” • Give them permission to disagree with me. • Encourage them to question everything, don’t just follow me. Tell me I’m wrong. • Constant reinforcement that it’s OK to disagree.
  • 12. 12 Dell Software GroupConfidential Cultural differences (5) - tips • There is no substitute for face-to-face meetings to build trust relationships, so visit the team and visit often. • Small gifts for the team work well (gain face). • Demonstrate your interest in learning the culture and show respect for it. Take the team for dinner. • Treat the offshore team as part of the team. • Learn some basic phrases in their language. • Keep abreast of the news headlines in their country. • Did I mention visiting the team? Do it. And do it again.
  • 13. 13 Dell Software GroupConfidential The language barrier
  • 14. 14 Dell Software GroupConfidential Language barrier (1) - learning • Our Melbourne cultural training also included a basic introduction to Mandarin. • We devote a few hours per week (within work time) for them to improve their English, both in office study groups and through online learning. • They are enthusiastic and strongly motivated to improve their English, so take advantage of that. • On-going process on both sides.
  • 15. 15 Dell Software GroupConfidential Language barrier (2) - written vs. verbal Written • BA to write user stories • Provide feedback on session sheets • Use simple and consistent language Verbal • Talk better than listen • Don’t ask yes/no questions • Use simple and consistent language
  • 16. 16 Dell Software GroupConfidential Language barrier (3) - cultural influences • China - primarily concerned with maintaining face and group harmony. • Western culture - find and convey information, these individualistic societies thrive on debate and disagreement is OK. • The way Chinese express yes or no is not straightforward… –Yes – more like “maybe” –No - evasiveness over explicit disagreement –Maybe – often equivalent to “no”
  • 17. 17 Dell Software GroupConfidential Language barrier (4) - tips • Hire people with some English skills and provide opportunities for them to improve (within work time). • Leverage their strong motivation to learn English. • Use consistent language and terminology. • Simple is good. Repetition helps. • Learn to understand cultural nuances. • Learn some simple greetings and phrases. • Help out with English classes during visits (remember, you’re visiting often). • Simple is good. Repetition helps.
  • 18. 18 Dell Software GroupConfidential Challenging the testing status quo
  • 19. 19 Dell Software GroupConfidential Testing (1) - background • All of our testers had only been in factory testing environments before. • Original expectations were pretty low. • Decided to try exploratory testing under supervision from day one! • Young and inexperienced team, but very enthusiastic and eager to please. • Encouraged them to take risks, be critical, and think creatively. “The only thing more difficult than starting something new in an organization is stopping something old” (Russell Ackoff)
  • 20. 20 Dell Software GroupConfidential Testing (2) - mechanics • Communication –Daily standups –Phone and Lync –Regular visits (have I mentioned this before?) • Tools –Wiki – User stories – Session sheets – Reference materials –JIRA – Story and task management – Defect tracking –XMind – Mind maps in session sheets
  • 21. 21 Dell Software GroupConfidential Testing (3) - reality checks • Reinforcement that we want them to question. • Some still see ET as risky and struggle to know when to stop testing. • Local leadership is critical. • Regularly make priorities very clear. • Learning via books, blogs, etc. is slow. • Learning during face-to-face sessions is much faster. • Communication infrastructure needs improvement.
  • 22. 22 Dell Software GroupConfidential Testing (4) - tips • Believe in your people. Always be available for them. • Create an environment where it’s safe to fail - and they feel supported and rewarded. • Be patient and recognize the need for very close support in the early stages (including frequent visits). • Acknowledge their contributions and successes – helps them be even more motivated, gains face for them. • Make it easy to find good quality product information to help with testing. • Make it easy to record testing notes. • Look for leadership potential to create local leaders.
  • 23. 23 Dell Software GroupConfidential Success?
  • 24. 24 Dell Software GroupConfidential Measuring success (1) • Comments from Development Manager: Finding the right defects - defects that cause workflow breakages or would cause annoyance to a customer. I really do feel that I can trust any of the testers to do the same quality job as any local resource. Although in a remote location, they are an active part of development and often don’t feel remote.
  • 25. 25 Dell Software GroupConfidential Measuring success (2) • Completing feature testing within sprints (most of the time). • Satisfied customers - no significant production defects. • Our team champions the adoption of Exploratory Testing in other teams. • Zero staff attrition (so far). • Team morale is good (anecdotally). • Able to work independently of Melbourne leadership.
  • 26. 26 Dell Software GroupConfidential Thanks! lee.hawkins@software.dell.com @therockertester therockertester.wordpress.com