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Technical test strategy

Tips to setup a technical test strategy

Automated test strategy is one the **key factors** of technical tests.

Automated test strategy is one the key factors of technical tests. Its visibility make the tests part of the development process.Without goals, roles, tools, requirements, scheduling… the automated tests are forgotten deep in the versioning system…

As written in the ISTQB Exam Certification:

The choice of test approaches or test strategy is one of the most powerful factor in the success of the test effort and the accuracy of the test plans and estimates. This factor is under the control of the testers and test leaders.

By describing, managing and tooling-up the different automated tests you will define your strategy.

This global strategy page gives main clues to manage your technical test strategy.

To have a relevant test strategy make it visible.

What is a test strategy?

A test strategy is an outline that describes the testing approach of the software development cycle. It is created to inform project managers, testers, and developers about some key issues of the testing process. This includes the testing objective, methods of testing new functions, total time and resources required for the project, and the testing environment.

Test strategies describe how the product risks of the stakeholders are mitigated at the test-level, which types of testing are to be performed, and which entry and exit criteria apply.

They are created based on development design. System design is primarily used and occasionally, conceptual design may be referred to. Design documents describe the functionality of the software to be enabled in the upcoming release. For every stage of development design, a corresponding test strategy should be created to test the new feature sets.

The test strategy describes the test level to be performed. There are primarily three levels of testing: unit testingintegration testing, and system testing as you can read in the Automated test classification.

In most software development organizations, individual testers or test teams are responsible for integration and system testing when dealing withfunctional behavior. Here we speak more of Acceptance tests or Functionnal tests (for example based on HP QC and executed with UFT (ex QTP).

The developers and test experts are responsible for automated tests on unit testing, integration testing, system testing.

Test classification

The automated tests should first be classified in order to be used and integrated into a industrialized process. Please look at the test classification page: Automated test classification


Lack of test strategy issues

The common issues with automated tests are not associated to technical problems or the choices of tools, but resides especially in its non-visibility.
When the added value of technical tests is not visible, the organisation will give advantage on more « quantifiable tests » (like functional tests or performance tests) and give-up on technical ones (unit, integration…).

For example, the functional tests are easily quantifiable: dedicated “testing” teams, based on the requirements, test plan in QC, instrumentalisation by UFT (ex QTP) by VB script.
This way, it is easier to give budget to: handle, manage and implement functional tests.

Technical tests remain with the costs of the developers. Because very often, one will say the developers “will make the unit tests” but without real requirements or strategy.

Agile projects and using the BDD reverses this trend by bringing closer the Dev and Test teams. Especially when requiring the developers to implement the acceptance tests.

By making the technical tests part of the test strategy, we will improve their development requirements and make them more relevant.

Set up a test strategy

The goals to define a test strategy are the following:


  • Application coverage objectives
  • Set-up a test maintenance plan
  • Have a source code health feedback
  • Use tests as delivery acceptation
  • Verify features non-regression
  • Maintain source code knowledge

Automated test strategy steps

Define Scope and TechnologyDefine perimeter to test (Backend, Front, Data, Integration, Middleware… What technology is involved (Java backend, Java Web, front JS, Mobile iOS…) Roles and Responsibilities of test leader, individual testers, project manager
Define Test ApproachChoose by what type of test starting Use Test classification Unit Testing Integration Testing System Testing What relevant coverage is expected ? What test volume is expected ?
Choose a test development methodologyTechnical requirements Requirements specifications Requirements traceability matrix Test priorities While testing software projects, certain test cases will be treated as the most important ones and if they fail, the product cannot be released. Choose methodology (eg.: BDD) Batch mode execution Execute in continuous integration Execution scheduling A test plan should make an estimation of how long it will take to complete the testing phase. Mock policy
Identify risks and mitigationRisk occurence anticipation : Any risks that will affect the testing process must be listed along with the mitigation
Define Test environmentHardware requirements Middleware requirements Workstation needs Environment provisioning
Choose Testing toolsTest framework which suit development technologies Test orchestration Integration with continuous integration Integration with delivery process Tests record and reporting
Define Execution and release controlExecute automated tests plan according to release control Use test plan to validate release Use test plan in a promotion process Regression test approach Regression tests will make sure that one fix does not create some other problems in that program or in any other interface
Defect reporting and trackingHow the test result is reported Change and configuration management
Set-up Reviews and updatesReview the test strategy after milestones Update the test strategy according to feedbacks

Test strategy life-cycle


(Test Strategy in STLC)

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