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Solutions Benchmarking Sessions

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WEDNESDAY, APRIL 21 - AFTERNOON

Writing Testable User Stories and Acceptance Criteria
Megan Sumrell, Mosaic ATM

Track 1: 1:00 - 2:00

Switching from traditional requirements to user stories can be a challenging transition.  Teams often struggle with writing effective user stories and corresponding acceptance criteria.  In her talk, Megan will take a deep dive into writing user stories and their acceptance criteria.  Using a case study, Megan will explain the INVEST model.  She will discuss where user stories and acceptance criteria fit into agile teams.  Finally different ways to express acceptance criteria will be explored.  Participants will leave with tips and strategies to take back to their teams that will improve the testability of their User Stories.

About the speaker…
Megan Sumrell is the Quality Architect for Mosaic ATM.  In this role, she is establishing new quality practices within the organization including project management, project planning and tracking, and testing.  Megan is a Certified Scrum Practitioner with over 14 years of software testing experience.  She has worked as a developer, quality engineer, Director of QA, QA architect, SCRUM Master, agile coach, and agile trainer.  Megan has built QA organizations at several software companies including CommerceOne and ChannelAdvisor.   Most recently, she served as the Director of Transformation Services at Valtech.

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SAP Payroll Testing: A Two Year QA Journey
Tom Herauf, Scotiabank

Track 2: 1:00 - 2:00

Recently, Scotiabank outsourced its payroll system to SAP managed by an external vendor.  The quality assurance effort to integrate and test the system within the existing infrastructure was a challenging two and a half year experience.  Prior to the go live date, the QA team had executed over 6,000 unique test cases and raised over 1,000 problem logs during eight QA cycles of payroll.  The project team ran in parallel for more then four months with many more defects noted and fixed during this phase.  As the QA Director of this initiative, Tom will walk through the experience of coordinating the many teams, systems, and external vendors required to make this project successful.  In this session, Tom will cover the QA project management methodology used, the integration of systems, the tools and techniques to manage timelines and cycles, resource balancing, audit reviews, and the processes for ensuring quality is maintained.

About the speaker…
Tom Herauf is the Director of Quality Assurance and Support in the HR Systems Department of Scotiabank, in Toronto, Ontario, Canada.  In this role, he oversees the QA testing for HR Systems impacting as many as 65,000 employees worldwide.  He has led the team for over 5 years.  Tom has over twenty years of experience in various roles in information technology and systems audit.  His experience also includes complex, large system implementations across multiple platforms, identity theft and forensic analysis, and change management.  He has an undergraduate degree in computer science and a Master of Business Administration.  Tom is a Certified Information Systems Auditor (CISA) and a Certified Information Security Manager (CISM).  Tom is a frequent conference speaker with QAI and other organizations.

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Requirements Management Best Practice and Implementation
Thomas Allen, AT&T

Track 3: 1:00 - 2:00

In many IT organizations, the task of gathering and specifying project requirements is assigned to team members, not because they have the requisite skills and knowledge base to perform that task, but instead because they have the time to do it.   All too often, a non-disciplined approach to requirements specification results in requirements that are “fuzzy” -- ambiguous, imprecise, incomplete, non-testable, mutually exclusive, just plain wrong, or missed entirely.  As a consequence, we wind up developing and delivering the wrong product, and we may not discover that until user acceptance test time. This presentation will focus on a disciplined approach to requirements, what is involved, who is involved, the requirements process life cycle, and benefits to projects and customers.  Requirements implementation and evolution in the framework of the AT&T IT Unified Process will be presented as an example.

About the speaker…
Tom has twenty-five years of experience as an SQA Engineer at Computerware, DSC Communications (Alcatel USA), Citizens Communications, and AT&T.  He served as a contractor for ACS, Capital One Auto Finance, Westfall Team, and Global QA.  Tom is experienced in software process definition, analysis and optimization, software metrics, ISO-9000 compliant quality management systems, software process auditing, and project mentoring.  He has been at AT&T since 2005, as SQA Manager and process auditor. Tom has taught courses in Requirements Management, Testing and Test Management, Software Quality Engineering, ASQ CSQE Overview, and Software Metrics.

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Test Planning Approaches for a Smooth Test Execution
Rebecca Sergio, Hewitt Associates

Track 4: 1:00 - 2:00

You have been given the assignment of creating a test plan for a new project, but where do you begin?  Key testing approaches established early in the project life cycle can allow for smoother testing at the end, when time is short.  This session stresses the importance of testers joining the project team early to prepare test plans that will help to uncover or even prevent requirement defects.  Early in the project, defect triage guidelines should be developed that determine when the project will be ready for release into production.   This session explains how to gain confidence that the test plan thoroughly tests the project by using a requirements and test case traceability approach.  A good test plan will help you to have smooth sailing on the surface even while being very busy beneath the waves.

About the speaker…
Rebecca Sergio of Hewitt Associates is a Certified Quality Analyst and a Certified Software Test Engineer.  She has extensive experience with quality processes and models as a test leader in both manual and automated testing environments.  Rebecca also has experience as a business analyst on accounting, banking, billing, credit card, finance, insurance, publishing, and order processing applications. Rebecca has had the pleasure of serving QAI as a Federation Chapter President in central Florida.

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Quick and Easy Risk Based Regression Testing
Rene Orlin, Reed Construction Data

Track 5: 1:00 - 2:00

Regression testing is usually a large part of any overall project testing effort.  Total effort in this area can be reduced by understanding your company or product’s overall risk tolerance and by evaluating product changes and feature areas from a risk perspective.  Join Rene and learn about the benefits of a risk-based testing approach.  These benefits include shortened regression time to meet business objectives and improved alignment with testing stakeholders reducing conflict and improving communication. Risk-based testing also encourages greater growth and development for the testing team.   Real world examples of building a risk-based regression testing strategy will be included.  Techniques for identifying risks, mitigation strategies, issues vs. risks, and prioritizing testing will be discussed. Learn how moving from a quality/testing vocabulary to a risk-based vocabulary can help you more effectively communicate the value and ROI of quality/testing activities with executives who seem more focused on schedules and revenue goals than product quality.

About the speaker…
Rene Orlin, CSTE, is a software-testing manager experienced in fast-paced commercial software development with a range of business and technical challenges.  Rene is actively involved in local and international quality groups.  She is a past board member of AQAA and QAI's Software Certification Advisory Board.  Rene's wide range of testing experience includes both hands on manual and automated testing.  She is experienced at managing small teams to larger multi-product testing groups.  This includes multi-site testing organizations from agile start-ups to large corporate testing practices.  Rene is particularly skilled at guiding teams from unstructured and poorly focused testing approaches to high-achieving, measured, predictable, and repeatable testing practices.

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THURSDAY, APRIL 22 - MORNING

An IT CMMi Process Improvement Journey
Hemant Julka, Emirates Group

Track 1: 11:00 - 12:00

Join Hemant as he discusses the continuous process Improvement journey that his information technology unit embarked upon four years ago.  This session will provide you with insights into how the organization evolved through this journey with tangible business benefits that impacted the core operations of the larger organization.   During this journey, CMMI L3 certification was a significant milestone for the 1800 strong workforce, and a huge turn around for the region in the area of best business practices in software development.  Typical pitfalls in process improvement will be explored as well as what it takes to begin and sustain a process improvement journey.  Hemant will also reveal practical learnings gained during the experience.

About the speaker…
Hemant Julka has over 20 years of information technology experience across the globe and across several industries including telecommunications, finance, HR, procurement and logistics, engineering maintenance, and the airline industry.   His specialties include strategy and change management for large organizations, account management of large business units, and program management for significant IT and business initiatives.  Hemant is quality certified in ISO 9001, CMMi, ITIL, COBIT, and CISA.

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Leading Your QA Team to Achieve Team and Personal Success
Kent Swagler, Metro St. Louis

Track 2: 11:00 - 12:00

During this session, Kent will share his proven techniques, insights, and lessons learned, not only on how to manage your QA team, but on how to lead them to achieve success for themselves, the team, and the IT organization.   Kent will cover all aspects of effective QA team management, including defining clear roles and responsibilities, picking the right team members, building development plans and team competency, providing performance feedback and coaching, and developing winning business cases to justify QA staff positions, hardware and software purchases. You will learn leadership techniques for quickly handling internal and external team conflict, issue resolution, uncooperative IT peers and business users, and marginal employee or team performance.  This session is intended not only for those who have recently become QA Managers, but everyone who is in a QA Management role.

About the speaker…
Kent Swagler is the Director of IT Quality Assurance and Office Services Departments at Metro, the St. Louis, Missouri and southern Illinois regional transportation agency.  He has over 24 years of test and quality assurance management experience and holds a CSTE and CSQA.  Kent has initiated seven QA departments in his Air Force and civilian careers.  Kent was the test manager for the Air Mobility Command’s aircraft mission planning system, four command and control systems implemented during Operations Desert Shield and Dessert Storm, and the C-17 Globemaster.  At Metro, the teams and processes Kent has initiated have been responsible for significant savings and error reduction.  Kent has a Masters in Engineering Management from Western New England University.

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Cheerleading vs. Management by Fact When Improving Processes
Rebecca Draxten, Medtronic, Inc.

Track 3: 11:00 - 12:00

Quick fixes and corrections can address immediate software problems, but often just brush these problems aside to have them pop-up again. Only by understanding the importance of defect measurement in a well-defined quality control process can software problems be addressed with long-term results.  In this session, Rebecca will present an approach to software development process improvement.  Using a practical case study as an example, Rebecca will discusses prerequisites for process improvement and provide direction for identifying what you want to measure and how.  She will also discuss the discipline of remaining objective, ways to measure effectiveness, and how to successfully communicate process improvement.

About the speaker…
Rebecca Draxten is a Principle IT Project Lead for Medtronic, Inc.  She has over thirty years of experience in information technology with significant depth and breadth of experience in the software development discipline.  She has leadership, management, methodology, and quality experience, with discipline training in each of these areas.  Rebecca has been employed and consulted in a range of different industries including manufacturing, advertising, retail, public service, and off-shore development.

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Enabling Automation in Your Organization
Deakon Provost, State Farm

Track 4: 11:00 - 12:00

In order to remain competitive, organizations are continually driving to deliver products faster and more efficiently. Complicating this situation further is the push to sustain or decrease current resources.  Given these constraints, one possible solution is automated testing.  In order to successfully implement an automation team, you must focus on speed, cost, and quality. This session will cover the life of an automation team from inception to their ultimate role as a trend setter within your department.  Deakon will help you understand how to implement an automation team within your own organization including gaining approval from management for resources and funding.  He will cover how to build the team discussing the necessary skill sets, training, commitment, and structure.  The role of the team within the project lifecycle will be explored and, finally, Deakon will present ways for the team to communicate their specific successes.

About the speaker…
Deakon Provost has been in the information technology field for over nine years, all of which have been spent in the testing discipline.  During this time, he has participated in all levels and types of testing at three different organizations.  Deakon’s project experience includes distributed systems and on-line applications, both client/server and web based.  Currently with State Farm Insurance, Deakon manages a test team that supports operational and customer facing applications.  Deakon has both an undergraduate and master’s degree in information technology.

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Integrating Exploratory Testing into an Existing Process-Based Organization
Gretchen Henrich, LexisNexis

Track 5: 11:00 - 12:00

Have you attended a presentation on a new technique or process that you thought would work extremely well in your organization?  You go back to the office “fired-up and ready to start” implementing that new technique or process.  Unfortunately, no one else in the organization is familiar with or has even heard anything about this new idea.  As humans, we do not welcome change to the processes that we already know work just fine. Thus, you fall victim to the old adage, “If it ain’t broke, don’t fix it.”  In her presentation, Gretchen will discuss methods to get the new process, in this case exploratory testing, integrated into the existing one.  The discussion will look into the hurdles and roadblocks that might be encountered and what steps can be used to gain acceptance.  You will need to be innovative, pick the appropriate time, and have a strategy for integration, possibly starting with small pilot projects to provide proof of concept to those “non-believers” in change.

About the speaker…
Gretchen Henrich is a Senior Software Test Analyst with LexisNexis® in Miamisburg, Ohio.  She is currently working in the Product Certification department and is the test lead for multiple products.  Her prior experience includes over 25 years of testing multiple and varying software applications on various hardware platforms.  She has developed and taught a software test overview class and has made several presentations at past QAI Software Testing Conferences.  She is a Certified Software Quality Engineer, Certified Software Test Engineer and has her BS in Physics from Jacksonville University.

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FRIDAY, APRIL 23 - MORNING

An Effective IT Solutions Delivery Process with Quality Gates
Kenneth Brown, Nationwide

Track 1: 11:00 - 12:00

One of the biggest reasons projects fail is because no one understands where the project is in the delivery lifecycle.  Development is occurring without design specifications, testing is carried out without a strategy or plan, and the project manager has no idea how far along any function is on the initiative timeline. Chaos reigns!  In his presentation, Ken will show you how quality gates will help your initiatives progress more effectively.  You will see what questions need to be asked at each gate, understand the consequences of the answers, and leverage those consequences in a positive manner for future improvement opportunities. This presentation will show you how to avoid pitfalls with quality gates, using lessons learned, and other practices that will help your solutions delivery process become more successful.

About the speaker…
Ken Brown has over 15 years of experience in the quality and testing profession.  He has been instrumental in developing and implementing best practices, processes, and standards at organizations such as Nationwide, JPMorgan Chase, and Exceptional Innovation.  Ken has been on the Executive Board of the COQAA for the last five years and currently serves as President.  He works diligently on educational opportunities and certifications in the Central Ohio Area.

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Organizational Change: A Personal Journey
Geree Streun, Boston Scientific

Track 2: 11:00 - 12:00

Companies change for many reasons.  They may be expanding or contracting their business, diversifying into new product lines, or even by redesigning or reformulating their current product.  In this time of dire economic struggle, organizational change has become the marching order of many companies.  So, what is the problem?  Organizations are made up of people, who, although they want to change, must evolve through a series of phases to achieve that change.  A person must acknowledge change, come to terms with the change details on an internal level, and incorporate that as part of their behavior.  Changing behavior is a psychological journey.  Geree will discuss a maturity model that will give an actionable view of personal internalization and behavior change. It helps to identify  a person’s journey through the three phases of personal transition, so that an appropriate, integrated plan can be developed to facilitate that evolution  This maturity model will also help the organization to identify when the change has been fully institutionalized.

About the speaker…
Geree Streun is a Senior Member of IEEE.  She holds a PMP certification and is a ASQ Certified Software Quality Engineer.  For the last twelve years, she has specialized in organizational transition to drive efficiency and effectiveness of the development process while complying with FDA requirements.  Geree designed the harmonizing architecture for PMI’s three key standards.  She was the chapter lead for Chapter Four of the PMBOK Guide, 4th Edition and wrote three chapters in the AMA Handbook of Project Management, 2nd Edition which received the David I. Cleland Project Management Literature Award.  She was a course designer and instructor for the Software Quality Institute at the University of Texas, Austin, and served as President of the Austin SPIN group.

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Testing Web Applications: A Practical Approach
Walter Mamed, JWT.com

Track 3: 11:00 - 12:00

Web-based applications have become the most widely used form of software, not only for e-commerce, but in our personal lives as well.  Whether your spouse is booking your next vacation, or you are scheduling an appointment in an acute care facility, responsiveness and reliability are key to your satisfaction and desire to return.   The quality assurance group testing these applications faces many challenges, with shorter test cycle times, fewer resources, constantly evolving technology, and instant world wide exposure.  Explore how to plan, test, and deploy new or updated websites with confidence using practical, no nonsense methods.  Functional and non-functional testing including configuration, usability, performance, and security will be covered.  Learn how to use software tools to improve your testing techniques.  Automated testing, mobile browsing, and the future of Rich Internet Applications will also be discussed.  Take home a new perspective on testing web applications; implement these solutions and reduce your testing anxiety.

About the speaker…
Walter Mamed is Director of Quality Assurance at JWT (Digital Technology) in Irving, Texas.  He has over 30 years experience in a variety of quality assurance and software test engineering development positions, focusing on software and hardware test automation.  Walt has been building test automation frameworks for GUI testing and web based applications for over 15 years.  His web testing experience includes secure Email, On-boarding, ecommerce and lead generation as well as large-scale automated regression test suites. Walt is very active in the professional community as Director of the Board and Secretary for the Dallas/Ft. Worth (HP) Mercury User Group (DFWMUG.com) for the last 7 years.   He is an ASQ Certified Software Quality Engineer.

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Running Virtual Services Testing Environments in the Cloud
Chris Kraus, iTKO, Inc.

Track 4: 11:00 - 12:00

Cloud computing already provides excellent value potential for deploying enterprise software with increased flexibility and lower cost of entry.  So, how can it improve our testing and delivery lifecycles?  The Cloud offers great benefits for development team environments and test labs, increasing options for IT assets to be provisioned “on-demand” to help advance the software development and testing lifecycle.  However, there are unique risks inherent in incorporating the Cloud for software test and delivery teams. The challenges of test data volatility, capacity, unexpected costs, and constraints from unavailable dependent IT assets can be greater in the Cloud. In this session, Chris will reveal how development and QA teams can avoid these risks and leverage the Cloud to improve their ability to successfully deliver enterprise software on time and under budget.

About the speaker…
Chris Kraus is an expert testing and architecture strategist with a 17 year background in software development, product management, and sales support.  As Product Manager for iTKO's LISA SOA Testing software suite, Chris is responsible for refining LISA features to meet customer quality needs throughout the lifecycle.  Chris was previously a retail and manufacturing industry manager at webMethods, overseeing requirements, customer presales, and training.  At supply chain software provider i2 Technologies, he worked in the infrastructure group with responsibility for the release of business process, workflow, and monitoring engines. At Software AG, Chris specialized in cross platform product installation and administration.

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