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How to Juggle Multiple Beta Tests at Once

Date post: 07-Jan-2017
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1 How to Juggle Multiple Beta Tests at Once
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Page 1: How to Juggle Multiple Beta Tests at Once

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How to Juggle Multiple Beta Tests at Once

Page 2: How to Juggle Multiple Beta Tests at Once

Meet the Speaker

2

Austin Meyer

Managed Beta Director

[email protected]

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Agenda

1. Introductions

2. The Pitfalls of Juggling Multiple Betas

3. How Do We Juggle Multiple Tests at Once?

4. Clearly Defined Roles & Test Stages

5. Time Management & Workload Balancing

6. Recruiting the Right Testers

7. Righting the Ship

8. Q&A

3

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Who is Centercode?

Services Fully managed beta tests and programs

Software Complete beta program management platform

Testers Access to 150k+ deeply profiled global candidates

Content Free tools and best practices

We've been running beta tests since 2001

Beta test management solutions are our core competency

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Beta Testing =Customer Acceptance

Targeted customers using your product in real environments

Increases quality, improves user experience, validates performance

Customer Validation: CAT, UAT, FUT, Customer Evaluation, Field Trials, Pre-release

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The Pitfalls of Juggling Multiple Betas

Lack of Project Plan

Underestimating Workload

Delays

Recruiting Bad Testers

Poor Resource Management

Frustrated Testers

Low Tester Participation

Bad Data

Delayed Product Release

Negative Product/Company Perception

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The Value of Getting It Right

High participation rates

Unique, clear, actionable data

Successful product launch

Reputation for quality products

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How Does Centercode Do It?

Clearly defined roles with unique responsibilities

Clearly defined test schedule with four stages

Effective time management & workload balancing

Recruiting the right testers

Righting the ship

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Clearly Defined Roles

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Test Manager - Client lead, responsible for success of the project

Tester Lead - Testers’ main POC, responsible for support and managing Ongoing Feedback

Community Manager - Responsible for finding and keeping the best testers

Program Manager - Program lead, responsible for workload management

Roles - Defined

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Centercode Managed Test Team Structure

Program Manager

Community Manager

Test Manager Test Manager

Tester Lead Tester Lead

Pod 1 Pod 2

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Project Preparation - Coordinating all pre-test activities

Platform Expert - Setting up and managing the Centercode Platform

Client Contact - Expert resource for the client

Conduct Research - Preparing, executing, and analyzing research

Project Management - Utilizing PM skills to ensure success of the project

Roles - Test Manager

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Tester Support - Acting as Tier 1 support for testers

Feedback Filtering - Ensuring feedback is prioritized, unique, clear, and actionable

Tester Compliance - Managing participation expectations with testers

Project Logistics - Shipping and receiving beta product

Incentive Management - Distributing “Thank-You” gifts to testers

Roles - Tester Lead

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Community Manager

Managing a community of potential testers

Developing Recruitment Plan & strategy

Program Manager

Assigning projects to the appropriate resource

Issue escalation

Program vision & direction

Scaling Roles - Community & Program Manager

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Clearly Defined Test Stages

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Planning - Developing a strategy for your beta, ensuring you have the right resources

Preparation (Prep) - Getting ready for your beta to start, logistics, set-up, recruitment

Test - Managing testers and client, collecting data, compliance

Closure - Aggregating and analyzing data, incentive distribution

Stages - Defined

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More testers or longer tests ≠ better results

1 week = 1 activity

Consider your team’s schedule

Always have a plan

Assign a codename to each project

Plan for delays!

Stages - Planning

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Don’t underestimate the work that needs to be done during prep!

Set up as much as you can beforehand

Develop a curated, targeted community of testers

Shipping logistics are usually a time sink

Plan for delays!

Stages - Prep

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Prioritize work appropriately

Be ready to pivot

Block time to work on feedback filtering

Establish report cadence with client

Plan for delays!

Stages - Test

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Report continuously during the Test period

Plan time for cumulative analysis

Ship devices with return shipping labels / software time bomb

Allocate budget ahead of time for thank-you gifts

Set a meeting for a “Post-mortem” to improve processes for future

Stages - Closure

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Effective Time Management & Balancing Workload

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Visual representation of workload

Serves as a meeting place

Identify areas of overlap & heavy workload

Lego allow for flexibility & delays

Project Board

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Centercode Project Board

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“Lay out the timelines for each of your beta tests. You will be able to check and see when you need to send out surveys to your testers for each of your projects, when you need to follow up with them to ensure participation, etc.” - Doug Sorensen, Sr. Beta Manager

“If the schedule allows, plan to start your beta tests on Monday. Avoid Fridays as testers may run into issues during the weekend where support may not be available, and the feedback may be overwhelming on Monday.” - Rebecca Lam, Beta Manager

“Set aside some time during the day where you are in do not disturb mode. Limiting interruptions can help you to knock out a project much more quickly.” - Mike Fine, Sr. Beta Manager

“Leverage work you have done with other projects. If you have a great survey designed for one project, you can often repurpose it for other projects.” - Michelle Williams, Beta Manager

Test Manager - Tips

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“Make a to-do list for the next day right before leaving work for the day prioritizing from Urgent to Important. Review to-do list first thing in the morning and adjust when necessary. And commit to it through the day.”

- Diego Gomez, Tester Lead

“The emails you send to testers at the beginning of a project are extremely important. Be sure to be as specific as possible and try to explain instructions in a way that anyone could understand them. Have someone who isn’t familiar with the project read your instructions and see if they have any questions or if anything isn’t clear. The fewer emails you receive from confused testers the more time you save.”

- Omid Karger, Tester Lead

“Adjust titles in feature request and bug reports to make it as easy as possible for other testers to find. This will help you avoid having to close and respond to duplicates.” - T.J. McCabe, Tester Lead

“Dedicate chunks of time to one thing and try not to jump back and forth between filtering feedback, responding to emails, or any other task. You’ll be more efficient by focusing on one thing at a time.”

- Matt Kapitan, Tester Lead

Tester Lead - Tips

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Recruiting the Right Testers

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Having the right testers reduces the work during the test period

Look for people who are:

● Strangers to your product (if possible avoid using family/friends/co-workers)● Volunteers (people who are “volun-told” typically don’t perform well)● Part of your target market● Enthusiastic & passionate about your product and about testing in general

Treat testers with respect - remember they’re volunteering to help you!

Recruiting the Right Testers

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Righting the Shipor How to Salvage a Test Headed South

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Extreme delays

Limited test time

High touch client

Frustrated testers

Little or no participation

Risks & Red Flags

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Extreme Delays

● Keep testers informed! Don’t go 2 weeks without letting them know where things stand.● Give them the opportunity to bow out● Reset expectations with client

Limited Test Time

● Communicate the short test duration to your testers● When possible, recruit proven testers● Do your best to stay on schedule

Altering Course

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High Touch Client

● Outline and set expectations ahead of time● Schedule frequent check-ins● Be proactive vs. reactive● Communicate reasonable timelines

Frustrated Testers

● Communicate more frequently● Identify areas of confusion● Fall on your sword● Thank & encourage your testers regularly

Altering Course (cont.)

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Little or No Participation

● Reach out individually via phone or email● Experiment with additional incentive strategies (raffle for weekly compliance, compounding

incentive, etc.)● Are your surveys too long? Are you asking too much of your testers?● Remind testers about the incentive

Altering Course (cont.)

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Review

Clearly defined roles with unique responsibilities

Clearly defined test schedule with four stages

Effective time management & workload balancing

Recruiting the right testers

Righting the ship

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Thank You!


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