Innovation day 2013 2.4 frederik mortier (verhaert) - test management

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1 CONFIDENTIAL Test management: How to organize your research and test campaign during the feasibility study

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Transcript of Innovation day 2013 2.4 frederik mortier (verhaert) - test management

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CONFIDENTIAL

Test management: How to organize your research and

test campaign during the feasibility study

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Frederik Mortier

Consultant Applied Physics & Systems 2012- now

Researcher @ Ghent University 2011-2012

MSc. in Engineering – Electro-Mechanical 2009-2011

MSc. in Industrial Sciences – Electro-Mechanical 2005-2009

[email protected]

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“A feasibility study is not only meant

to confirm a good idea…”

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“…, it could also detect a bad idea!”

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CONFIDENTIAL

Outline

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Outline

Context within NPD

Problems & Risks

Efficient Test Approach

Conclusion

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CONFIDENTIAL

Context within NPD

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Concept Design &

Development Production

Visualization Testing Simulation Review

Quick&Dirty Detailed Conclusion

Utility Allowability Desirability Feasibility Usability

When

What

How

Context within NPD

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Cut

Tangible

• Visualize

• Simulate

• Test

• Review

• Roadshow

Risk focus

• Criticalities

• Added value

• 360°

Early

• Rapid prototyping

• First time right

Options

Context within NPD

Risk reduction methods

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Risk Management

Risk

identification

Risk analysis

Risk evaluation Technology

management

Development

Tools &

methods

Verification

Risk

mitigation

Requirement

mgmt

Risk assessment Risk treatment Risk monitoring

Validation

Context within NPD

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Why Feasibility Study?

Investigate feasibility of the idea in the application

•Confirm / deny added value

•Determine required costs

By determining:

Feasibility Study

Strengths vs.

Weaknesses

Opportunities vs. Threats

Needed resources

Context within NPD

Risk mitigation

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Context within NPD

Added Value – What do we want to find out?

Feasibility

• Is the core concept feasible ?

Proof-of technology

• Does my core technology work in the lab ?

Field demon-strator

• Will my design function in the application?

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Context within NPD

Added Value – Validation vs. Verification

Needs Requirements Design Test setup Implementation Documentation

Validation

Check if developed product fulfills its purpose

(intended use)

Are we building the right product?

Field test : full system test in real life

Demonstrator in application

Test in production if the operator can measure a

hole Ø and can detect faults.

Validation = application owner (customer)

Verification

Check if developed product is compliant with

specifications

Are we building the product right?

Lab test / Analysis / Simulation

Breadboards / Proof-of-concept in lab

Test on a sample plate if we can reach e.g accuracy,

w.r.t. reference technology.

Verification = development partner (engineer)

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Context within NPD

Cost Required

Why wait for the risk to come true ?

More freedom to adjust in early project phases

Early detection of risk allows for measures at

lower cost and with less impact on schedule

Normal

Time

Learning curve

System specification

Conceptual design

Detailed design

Tooling / purchase

Integration

Test

Reversed

Fail fast, fail cheap!

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Context within NPD

Why Testing?

Different aspects of technical part of feasibility study:

•Better guarantee on final results

•Simulations often too complex/time consuming

•Sometimes fastest method

•New technologies need testing (no previous experience)

Feasibility testing is done to learn!

Avoid unnecessary testing Example: blister packaging & NASA

Visualization Testing Simulation Review

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NASA example

Source: http://msis.jsc.nasa.gov/sections/section04.htm

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Context within NPD

Test Management

Managing of test activities:

• Preparing and managing test plan

• Preparation of tests

• Choice of test approach + testing

• Interpretation of test results

• Documentation / reporting results

Iterative process during feasibility study

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CONFIDENTIAL

Problems & Risks

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Problems & Risks

Risks during feasibility phase

Risks dealt with are the same as in the overall risk management

• Budget

• Planning

• Performance

Perfor-mance

Planning

Risk manage

ment

Budget

Keep 3 axes in balance !

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Budget risks

Uncontrolled budgets

Timing

• Long test times

• Documentation

Test setups / tools

• Renting vs. buying

• Too advanced setups too soon

• Rework due to unforeseen events

Perfor-mance

Planning

Risk manage

ment

Budget

Problems & Risks

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Planning risks

Planning

Long duration of test campaign

• Test conclusions too late

• High criticality items too late

Tests vs. Resources

• Equipment availability

• Personnel availability

Lead times

• Equipment/tools

• Software

• Test stands

Perfor-mance

Planning

Risk manage

ment

Budget

Problems & Risks

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Performance risks

Performance

Wrong result

• Wrong measurement method

• Wrong measurement tool

• Inaccurate results

• Wrong test order

Wrong basic requirement

• Wrong test criteria

“risk based methods in NPD”

Perfor-mance

Planning

Risk manage

ment

Budget

Problems & Risks

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CONFIDENTIAL

Efficient Test Approach

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Outline

Objective of testing

Evaluate performance / behavior to remove / reduce project risk by

testing on “representative hardware”

Ways of testing

• Proof of concept bread boarding

• Works like real application demonstrator

• Looks/works/tastes like real product prototype

Efficient test approach

Test Management

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Quick & Dirty Testing

Test Plan Development

Detailed Testing

Conclusion

Efficient test approach

Test flow

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Quick & Dirty Testing

Test Plan Development

Detailed Testing

Conclusion

Efficient test approach

Test flow

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Efficient test approach

Quick & Dirty

What?

• Basic testing of hypothesis

• Basic materials/tools/budgets

• Wide window

• Unexpected phenomena

When?

• Prior to full test plan development

• Sometimes during FFE

Why?

• Upstream testing reversed learning curve!

• Variables and operating windows

• Significance of these variables risk based testing

• Reduced cost no expensive tools / instrumentation

• Reduced timing short tests, short tooling lead times

Increased test output with reduced risk

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Efficient test approach

Quick & Dirty Examples

Basic testing:

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Efficient test approach

Quick & Dirty

So why don’t they?

• Corporate culture administration during testing

• Availability tools & instrumentation

• Downstream test approach

• Used of testing known things or by known methods

• Afraid to get hands dirty..? Hot potato issue!

• Foresee time & budget for Quick & Dirty testing

• Ensure basic equipment is at hand

Low threshold for testing should be encouraged

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Quick & Dirty Testing

Test Plan Development

Detailed Testing

Conclusion

Efficient test approach

Test flow

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Efficient test approach

Test plan development

1. Gathering inputs

• Desk search

• Quick & dirty test results

• Specification document

• Risk assessment

• ..

2. Define test actions

List items according to function / module / ..

3. Define acceptance criteria

Based on gathered information

4. Assign priorities to each test based upon risk/criticality

Risk based testing

Assign risks well thought

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Efficient test approach

Test plan development

5. Define test methods based on:

• Variables

• Measurement method

• Automatic vs. manual

6. Define setup & tools

• Measurement method

• Cost (rent vs. hire)

• Location (EMC, Clima-chamber)

7. Estimate timing

• Lead time setup & tools

• Estimated testing time

Test plan will give priority / budget / timing overview!

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Quick & Dirty Testing

Test Plan Development

Detailed Testing

Conclusion

Efficient test approach

Test flow

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Efficient test approach

Detailed Testing

• Instrumentation

Calibration & sanity check!

Setting up instruments correctly

• Test stand

Designed to be versatile & adaptable

adaptation on the fly for faster results

• Testing

Test order based on priorities (high to low)

Reassess priorities/tasks as you go

Eyes open for undefined phenomena & assess their influence

test plan iteration

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Efficient test approach

Detailed Testing

• Documentation

On the fly most efficient, less hassle for test engineer use templates!

Take pictures store them for later use, small effort

Need for computer at test stand + internet

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Efficient test approach

Breadboard examples

More advanced testing

• Use of data-acquisition

• Use of rapid prototyping

• Use of automation devices

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Quick & Dirty Testing

Test Plan Development

Detailed Testing

Conclusion

Efficient test approach

Test flow

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Efficient test approach

Test conclusion

Test action acceptance

• Fill in test plan acceptance fail/pass

• Comment on possible fails

• Identify show stoppers as soon as possible

Feasibility Study

Strengths vs.

Weaknesses

Opportunities vs. Threats

Needed resources

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CONFIDENTIAL

Conclusion

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Efficient test approach

Conclusion

Reduce the barrier for Quick & Dirty testing

Lower threshold to start testing + getting a feel with the matter

Define test window + parameters for more detailed & accurate testing

Plan your testing based on risks

start with highest priorities/risks first

Reassess test plan priorities as you go

Test plan helps you control:

• Priorities / risks

• Cost tooling/setup

• Timings

Perfor-mance

Planning

Risk managem

ent

Budget

Keep 3 axes in balance !

Maximize output, reverse the learning curve

Reduce overall risk

Risk based testing

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