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WEDNESDAY, September 24

Managing Risk and Maintaining Product Quality in a Project Recovery Situation
Tony Toy, Stratix Consulting

Track 1:  1:30 – 2:30    

How many times have you been involved with a project that is in the middle of testing only to find out that fundamental project deliverables were missing?   In a time when implementing technology solutions with a proven methodology is known to reduce risk, we still encounter situations where shortcuts were taken without a risk plan to compensate. Using a specific case study, this session will provide an overview of how to mitigate and reduce the risk of delivering a critical product in a time sensitive situation, what to do when there is a lack of detailed business requirements, test plans, and test cases, and finally, how to ensure that quality is not compromised.  Tony will discuss the case study and identify the approaches used to ensure product quality was not jeopardized, ensuring the involvement of the stakeholders and project team.

About the speaker…
Tony Toy is the Director of Integration Services for Stratix Consulting.  He has over twenty-four years of experience in defining, developing, and testing software products.  Managing large teams in several industries, predominately the investment industry, Tony has gained extensive knowledge of business process engineering, requirements gathering, software design and analysis, testing, and quality assurance. An accredited Project Management Professional, Tony has been engaged in several recovery projects throughout his career and understands how quality is crucial to the successful project release.

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When Good Numbers Go Bad
Thomas Cagley, David Consulting Group

Track 2: 1:30 – 2:30

The impact of measures and metrics is dependent on how closely they are linked to business goals and organizational strategy.  The closer the linkage, the higher the probability that value will be derived.  Metrics that are specifically tailored to address the organization’s business context must not only deliver information, however, they must also add value, as information does not inherently equal value.  All numbers begin their life as good and useful tools until a combination of mistakes, misunderstandings, organizational politics, and poor usage intersect causing “Good Numbers to Go Bad.”  Whether you are a function point specialist, project manager, or metrics guru, one of your roles is to act as the chief steward both of the numbers and the information.  This presentation will highlight, through a series of vignettes, the stark realities of how measures can go wrong combined with suggestions on how to address those unfortunate realities.

About the speaker…
Thomas Cagley is a Vice President and Director, Process Improvement and Measurement for the David Consulting Group.  He is an authority in guiding organizations through the process of integrating software measurement with model-based assessments to yield effective and efficient process improvement programs.  Thomas is a recognized industry expert in the measurement and estimation of software projects.  His areas of expertise encompass management experience in methods and metrics, quality integration, quality assurance, and the application of the CMMI® to achieve process improvements.  Thomas is the President of the International Function Point Users Group and an active blogger and podcaster.

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Phases of the Test Cycle: Discrete Entities or an Overlapping Network?
Jerrold Landau, IBM Toronto Lab

Track 3:  1:30 – 2:30

The software test cycle is divided into several stages, including unit test, component or function test, and system test.  Other test phases, such as performance, globalization, and translation must also be factored into the process.  Customarily, these phases are considered to have discrete boundaries with specific starting and ending points.  Different departments or teams may have responsibility for the various phases.  In a complex software environment, however, the boundaries are often not discrete and it is difficult, if not impossible, to simply “throw the ball over the net” to those responsible for the next phase.  In this presentation, you will examine the boundaries between the phases, look at the overlaps, and see how they can mesh together to form an effective test strategy tuned to the specific organization.  Jerrold will draw on his own experiences from his many years as a test coordinator at IBM.  He will also provide a forum for audience members to share experiences from their own individual companies.

About the speaker…
Jerrold Landau has been with the IBM Toronto Lab since 1990.  He is currently the Functional Verification Test and National Language Coordinator of the WebSphere Business Modeler team.  His previous experience includes work with the AS/400 Compiler group at IBM and experience working at smaller software development companies.  Jerrold holds a BSc in Computer Science and a MASc in Industrial Engineering, both from the University of Toronto.  Jerrold has presented on the topic of software testing at CASCON, Quality Week 2000, the Canadian Software Quality Conference, PSQT/ PSTT, QAI conferences, and numerous internal IBM events.

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‘A’ is for Abstraction: Managing Change in a Test Automation Implementation
Mark Meninger, Research In Motion

Track 4: 1:30 – 2:30

Implementing a test automation solution can be like an expedition to the summit of Mount Everest.  It is a daunting task and, while some attempt it, few are truly successful.  Companies invest considerable resources to be able to reach the elusive goal of providing some reliable means of automating manual tests. Spending significant amounts of money investing in tools and building teams to jump into test automation is one thing.  Fully understanding the reality of change and the role of abstraction as a precursor of success, however, is quite another.  In his presentation, Mark will focus on the key areas that must be considered to be successful with a test automation solution.  You will gain a clear understanding of the concept of change in a test automation project and the use of abstraction to manage change.  Additionally, work will be done to understand the context of test automation within a testing group, how to research the right tools, how to find and keep the right people and, finally, how to build essential processes.

About the speaker…
Mostly self-taught, Mark Meninger has been working in various software testing capacities since 1999. He has been designing, developing, and implementing test automation solutions hands-on for the past four years. Mark is currently Automation and Security Testing Manager of the SV&V Handheld team at Research In Motion.

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THURSDAY, September 25 - MORNING

Creating and Implementing Efficiencies in Your QA Team
Melissa Tondi, eCollege, a Pearson Company

Track 1:  11:30 – 12:30

In the highly competitive and fast-paced technology industry, QA teams rely on efficiency processes to respond to ever-changing methodologies.  In her presentation, Melissa will provide you with guidelines instrumental in the analysis of efficiency process points.  You will learn both to understand and apply efficiency strategies to your individual organization’s needs.  Melissa will guide you on sharing the key points of this presentation with your own team and collaboratively developing an implementation plan for increasing efficiency within your department.  Real-life examples and studies will also be shared to reinforce the benefits of correlating the relationship between team efficiency and employee contentment.  Central concepts presented will include organizational management, meaningful meetings, deliverables, consistency in test execution, career enrichment and advancement, and communication both within your company and your department.   

About the speakers…
Melissa Tondi has over twelve years of experience in quality assurance and testing with over six years of experience in consultant management.  She has implemented many QA and test efficiency processes within dozens of companies.  Recently, she created the concept, “75/25,” a standard now common within the thirty person onshore and offshore eCollege, a Pearson Company QA team.  Melissa focuses on creating and implementing efficiencies that both adhere to industry standard practices and tightly align with the individual company’s culture.

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The Quality Assurance Program: Supporting Process Compliance and Improvement
Jane Connor, BMO Financial Group

Track 2:  11:30 – 12:30

When you think about QA, your mind naturally turns to testing. However, testing is a customer of quality assurance just like development, vendor management, or estimation practices. In a successful organization, quality assurance is an umbrella function that helps to provide consistency in process application across the enterprise. This consistency is achieved through an ongoing internal audit program, continuous process review and improvement, clearly defined process owners, and a communication method that gets the word out to the right audience at the right time. Jane’s presentation is a journey through the work-life of a QA Specialist in a CMMi Level 4 organization. Join Jane in exploring the techniques used to successfully deliver a QA program that supports practical process application and process improvement to the software development lifecycle.

About the speakers…
Jane Connor is a skilled QA professional with over ten years of experience in software testing and test management.  She began her career as a junior tester and has risen through the ranks at a variety of companies to her current role as Senior Quality Assurance Specialist at BMO Financial Group. In this role, Jane has successfully leveraged her wide-ranging experiences in consulting, coaching, and support of software development projects and ongoing release management.  She recently participated on a SCAMPI A assessment team evaluating BMO CTD CM CMMi Level 4 readiness. She contributes to the creation of CTD IT best practices through managing process improvement initiatives for testing and change management, participates in the local Software Engineering Process Group (SEPG), and conducts internal process audits. Jane possesses a strong knowledge of organizational process fundamentals that has helped her to become a recognized expert among both her peers and senior leadership at BMO Financial Group.

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Advanced Test-Driven Development
Peter Zimmerer, Siemens AG

Track 3:  11:30 – 12:30

Today, there is plenty of discussion about test-driven development (TDD) and plenty of pressure to perform test-driven development in many software projects.  In this “bandwagon” atmosphere, it cannot be bad to ask the question: What is really behind TDD?  Test-driven development is an approach to software construction in which developers write automated unit tests before writing code. These automated tests are then run as the code changes. Proponents of this approach assert that it delivers software that is easier to maintain and of higher quality than traditional development methods.  Join Peter as he shares his view of TDD’s advantages and limitations and discusses how the TDD concept can be extended to all levels of testing.  Based on real-world experience, Peter will explain how to use TDD practices to support preventive testing throughout the development process resulting in closer cooperation between developers and testers.

About the speaker…
Peter Zimmerer is a Principal Engineer at Siemens AG, Corporate Technology, in Munich, Germany.  He received his M.Sc. degree (Diplominformatiker) in computer science from the University of Stuttgart.  Peter is an ISTQB(TM) Certified Tester Full Advanced Level.  For more than fifteen years, Peter has been working in the field of software testing and quality engineering for object-oriented, distributed, component-based, and embedded software.  He was involved in the design and development of various Siemens in-house testing tools for component and integration testing.  At Siemens, he performs consulting on testing strategies, methods, processes, automation, and tools in real-world projects and is responsible for the research activities in this area.  He is co-author of several journal and conference contributions and a frequent speaker at international conferences.

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Building a Performance Test Center of Excellence
Brian Lovejoy, JPMorgan Chase Bank NA

Track 4:  11:30 - 12:30

The challenge of delivering dependable products and services is heavily contingent on reliable systems and hardware supporting the business processes.  As companies continue to press IT to provide greater levels of service with fewer resources, the use of shared hardware and activities aimed at maximizing the throughput of current hardware will increase.  What are the upper limits of concurrent users and transaction load levels for existing infrastructure?  Based on growth projections, how much time do we have before adding hardware or increasing capacity?  How are resources currently allocated?  These questions can easily be answered using the performance test automation tools available in today's marketplace.  Brian’s presentation will cover a practical approach to building a performance test service offering from a "lessons learned" perspective.  Brian will focus on the technical and process related considerations that must be addressed in order to build a successful performance test offering. Finally, Brian will look at the criteria that separate a performance test "service offering" from a true "Center of Excellence."

About the speaker…
Brian Lovejoy has over 20 years of experience in the QA/QC field and has worked across a variety of industries including Banking, eCommerce, Telecommunications, Manufacturing, Market Research, Insurance, Pharmaceuticals, and Leasing.  He has earned both his CSTE and CSQA certifications. Brian currently manages a shared service team at JPMorgan Chase Bank that utilizes automation tools to conduct performance testing and capacity management exercises for a variety of applications and development teams.  His performance test team specializes in testing J2EE and Web applications.  Brian received a Bachelor of Arts degree in Data Processing from Roosevelt University and is currently pursuing an MBA-IT degree from Keller Graduate School of Management.

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THURSDAY, September 25 - AFTERNOON

A Case Study of a Multi-Year Quality Program for an Enterprise System Implementation
Bob Betts, CIBC

Track 1:  3:00 – 4:00

To deliver quality, there must be a focus on both quality assurance and quality control.  A quality program can not be just about testing the product.  It must also include defined QA processes and systematic actions designed to concentrate on overall quality throughout all stages of the development lifecycle.  This case study outlines a quality program that focused on a comprehensive set of processes and activities that began during requirements definition and continued after system went live. Bob will outline for you the approach taken and discuss lessons learned from delivering a comprehensive quality program for a three year enterprise implementation impacting well over 25,000 users.

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Requirements: Practical Techniques to Improve Quality and Effectiveness
Stephanie Atkins, Markel Insurance Company of Canada

Track 2: 3:00 – 4:00 

As quality assurance professionals, we repeatedly hear the same questions about how to handle difficult requirement issues.  How do I get our customers to review and sign-off on the requirements?  How much detail do I need to document?  How can I write better quality requirements?  To succeed in this area, we need to get the software requirements right the first time.  Too often, lessons about requirements are realized far too late in the SDLC to effectively reduce the cost of quality.  This presentation looks at practical techniques to improve quality and effectiveness of requirements.  By tackling many of the tough questions raised by industry professionals, you will discover how to make the business case for investing in better requirements practices.  Practices that include the fundamentals of creating meaningful requirements, clearly documenting project scope, implementing use cases effectively, improving quality reviews, and writing requirements that avoid ambiguity.

About the speaker…
A result oriented professional, Stephanie Atkins has 16 years experience in the field of Personal and Commercial Lines Insurance. Her career spans from Underwriter, Business Analyst, Requirements Lead, Test Lead, UAT Manager, and presently the QA Manager at Markel Insurance.  Stephanie is known for using her experience, knowledge and creative thinking to achieve the successful completion of corporate projects.  Types of projects implemented are newly developed insurance policy administration systems, print engine with automated policy distribution and on-line document storage, interfacing broker management systems to insurer systems, and conversion between insurance systems as a result of acquisitions.  Stephanie has a strong drive to achieve high quality user friendly products, and is a people’s person who leads by example.

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Data and Environments: Foundations for Effective Testing
Tracey Patterson, Deloitte Inc.

Track 3:  3:00 – 4:00  

Managing test data and test environments are two critical activities that often are not allocated enough time within the software development process.  A considerable number of defects discovered during testing can be traced to data or environment issues, not developer code.  This can have a significant impact on the progress of testing and is a leading cause for project delays.  Test data and test environments need to be managed as related entities.  The technical aspects of loading and refreshing the data are often explicitly tied to the configuration of the environment.  Moreover, the current approach to creating and managing test data must change as the usual practice of using production data is complicated by the increased regulations on privacy and security.  Tracey’s presentation will highlight some of the typical challenges companies face, along with the organizational, process, and tool solutions that can be used successfully to avoid these problems.  The emphasis will be on real-world solutions that can be implemented within the scope of a single project.

About the speaker…
Tracey Patterson is a Manager for Deloitte in Canada and is a founding member of the Deloitte Quality Assurance practice in Canada, consulting with clients in Financial Services and Telecommunications.  Tracey has been involved in conducting assessments and recommending solutions on Quality Assurance and Testing issues to large clients across North America.  She has also led many large-scale quality assurance teams as part of systems integration projects for Deloitte.

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The Problem with Problems: The Hidden Cost of Application Problem Resolution
Douglas Laney, BMC Identify

Track 4:  3:00 – 4:00

Since the beginning of software development, the process for determining the root cause of application issues has remained largely unchanged.  Major analyst group studies show that approximately thirty percent of software development costs and time go toward this analysis.  Other disciplines have adopted new methods, including automation, that have dramatically streamlined the process.  Why is the software development industry lagging?  In his session, Doug will discuss the various inefficiencies, fallacies, and expenses of the software problem resolution process.  He will introduce radical, from the point of view of the software development industry, methods for improving software development capacity, quality, and timeliness.  Doug’s presentation is based on the experience of numerous companies with the optimization of their application development processes.  It also incorporates 2008 research on the costs and opportunities associated with current methods of application problem resolution.

About the speaker…
As Director of Customer Solution Strategies in the Identify Software business unit of BMC Software, Doug Laney is responsible for defining service offerings that optimize application development businesses process.  Before joining BMC, Doug headed the Application Delivery Strategies research practice for META Group.  In this role, he advised IT groups in major businesses and government organizations on relevant trends, architecture, best-practices, and technology. Doug has also managed the Asia-Pacific consulting business for Prism Solutions and was a manager with Andersen Consulting.  An author and frequent speaker at industry events, Doug holds a BS in Software Engineering and Business Administration from the University of Illinois.

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FRIDAY, September 26

Case Studies in Applying CSTE/CSQA Knowledge Domains to Improve Testing Processes
Gabriel Rodriguez, Softtek

Track 2:  11:30 – 12:30

Using case studies, Gabriel will demonstrate to you the efficiency, effectiveness, and value that can be added to an organization by applying CSTE and CSQA principles and concepts that allow you to work smarter, incorporating high quality standards in all that you do.  The case studies presented will cover a range of industries, including service and product companies.  Each of the knowledge domains of CSTE and CSQA will be scrutinized giving detailed descriptions of how the testing life cycle processes were successfully applied to different customer solutions.  In his role as a Quality Consultant, Gabriel uses these case studies and the CSTE and CSQA knowledge domains to help design effective test strategies for his clients.  The knowledge gained from these case studies can be used to close gaps in your own organization’s existing test methodology.

About the speaker…
Gabriel Rodriquez is a Quality Consultant with Softtek, an outsourcing company located in Monterrey, Mexico.  Gabriel practices software quality control and software quality assurance in diverse work environments, leading by example, managing, and contributing to complex initiatives.  He is a Certified Software Tester (CSTE) and Certified Software Quality Analyst (CSQA).  He is the president of the first QAI federation chapter in Monterrey, Mexico, and he is also considered a catalyst member in the organization to encourage, mentor, and motivate professional growth in the software quality control and quality assurance fields through CSTE and CSQA certifications.

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Testing Community: Connect, Collaborate, Learn…Excel!
Daniela Medeleanu, Toronto Dominion Bank Financial Group

Track 3:  11:30 - 12:30

All large companies occasionally face testing challenges.  Buy-in from the top, sharing of information, working across teams and physical locations, and issues of culture can all present complex dilemmas to the testing professional.  All too often, individual projects and functional groups build their own isolated processes, tools, and knowledge.  In today’s competitive, service-oriented environment, silo-based models can no longer keep up with the need to deliver consistent and predictive results.  Distributed teams require a structured, knowledge-centric approach.  In this session you will learn how such a knowledge-centric approach can dramatically improve testing practices in an organization.  Daniela will explain the systems and tools necessary to get there and some options and mechanisms you can use to transform your testing practice from reactive to preventive and predictive.

About the speaker…
Daniela Medeleanu has more than fifteen years of experience in the area of quality assurance, test management, and consulting for financial and government institutions.  She has mentored, led, and trained a significant number of testing professionals during her career.  Daniela is the testing community leader at Toronto Dominion Bank Financial Group, one of the world’s leading online financial services firms.  There, Daniela has contributed to raising the profile of testing by advancing testing practices across the enterprise and improving the overall quality of testing within the organization.

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Testing as Integral to the Software Development Lifecycle
Adam Gallant, Microsoft Canada

Track 4:  11:30 – 12:30

Organizations continually struggle to produce solutions that meet quality bars and address business challenges.  Proper testing and traceability are a key aspect of this goal.  In this session, you will examine the role of the software tester in the application lifecycle.  The focus will be on traceability, reporting, and effective testing techniques in a .NET environment.  Join Adam as he uses specific examples to demonstrate testing scenarios that show the impact of good integration and the underlying intelligence that can be provided to the project team during the development lifecycle.

About the speaker…
Adam Gallant is a Microsoft Technology Solutions Professional for Developer Tools.  In his role at Microsoft, he focuses on helping customers and partners understand how to implement and drive value from Visual Studio Team System.   With a solid background in application design and delivery, Adam has helped numerous clients across Canada with project and program management, business re-engineering, software development, and technical architecture.  He is an expert in the development of knowledge management and commerce capable applications, n-tier application architectures and the design and implementation of back-end business services, including Enterprise Application Integration.  Adam’s certifications include MCSE, MCDBA, and MCSD.

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