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Best Practices: Effective Release Management

Best Practices: Effective Release Management. April Faulk, Senior Director of Elearning Technology Anna Phipps, Senior Director of Customer Support. About the. Founded in 1875, the American Bankers Association is a membership organization serving banks of all sizes and charters.

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Best Practices: Effective Release Management

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  1. Best Practices: Effective Release Management April Faulk, Senior Director of Elearning Technology Anna Phipps, Senior Director of Customer Support

  2. About the • Founded in 1875, the American Bankers Association is a membership organization serving banks of all sizes and charters. • Professional Development Group • Training and education programs to “help improve the performance of banks by improving the performance of bankers.” • Conferences • Schools • Telephone Briefings • Online Training • Diplomas and Certificates (AIB) • Certification (ICB) • Custom In-Bank Training

  3. Training Business • ABA Extended Enterprise • Hundreds of Learning Objects/ Multiple Learning Object formats (Curricula, Online Classes, ILT, Postings) • Nearly 4,000 Organizations in our Extended Enterprise • 3,500+ client administrators using proxy enrollment & reporting • High volume – e.g. 489,359 enrollments in January 2013 • 150,000+ students taking classes that include static,rich, audio, video, and social learning • Using desktops, laptops, iPads

  4. Business Challenge: Seeking the Best of Both Worlds • 4 releases every year • New feature roll out • Testing • Training • Support • Stability • Regressed issues • Unexpected visibilities • Unprepared administrators

  5. Solution: Release Management Tools • Successful SaaS is about Successful Partnership • Our Vendor provides: • Release calendar • Test environment • Overviews • Release Matrix • UAT Period • Checkpoints/Discussions • Does your vendor provide similar things?

  6. ABA Release Management • Release Team • Communications • Kick off Meeting • Scheduling/Reminders • Release Testing • Test Scripts • Issue Escalation • Go Live • Change Management

  7. ABA Release Process • Kick Off Call • Test Scripts Review • Feature Reviews • Full Testing and Test Item Processing • Announcements • Deploy Training Materials

  8. Release Resources • Testing Environments • People—Release Team • Extended Technologies(Test Scripts, Automation Tools?, Outlook) • File Samples • Test Scripts • Test Plan • Kickoff templates and Process Checklists • TIME

  9. Release Team • Tech Services • Business Stakeholders • Everyone in your organization who runs a business on your LMS • How are they involved? • Feature release preview • Test Script Development • Testing • Issue Reporting

  10. Communications • Outlook Appointments & Reminders • Email • Release Matrix • Testing Statuses • Touch points • Release Kick Off Call • High Impact Features & Communication Strategies

  11. Test Scripts • Test scripts • Sharepoint Task Manager

  12. How to Develop Test Scripts • List Every Security Role (Student, Instructor, Sys Admin, Domain Admin, Social Admin, Test Admin) • Identify Test Accounts—Use the REAL IDs in staging • Start with Most Common Tasks • User can log in • Admin can create a user • Admin can enroll a student • Content can launch • Connect posting can be created • EVERYONE contributes: Collaborate to Expand • Augment with Each Release • Trouble Spots • New Features

  13. For Example: ID User Types • Student User Self-Paced • Student User with Social • Domain Administrator • AIB Instructor • System Administrator • Test Administrator

  14. For Example: Find a Real Account • Student User Self-Paced: Karen Burns • Student User with Social: John Davis • Domain Administrator: Jackie Catalano • AIB Instructor: Robert Krulevitz • System Administrator: Myself • Test Administrator: Sydney Henderson

  15. For Example: Top 10 Things They Do • Student User Self-Paced • Login • Reset Password • Password Recover • Navigate to Learning • Launch Content • Content Completes • Content Bookmarks • Take a test and fail • Take a test and pass (score updates) • Review module details

  16. Go Live • Ghost Testing • Webex when applicable • Publication of Training/Support materials • Announcements

  17. Best Practices: BEFORE UAT • Update your test environment data • New Feature Mapping • Who & What? • DON’T RUSH IT • Block Out the Time • Test Script Development • New & Old • ALL Stakeholders: Contribute, Prioritize and Test • P1s in Week 1 • Assign the Tasks

  18. Best Practices: DURING UAT • Use Your Test Scripts • Leverage prioritization • Advanced filtering • Test Early, Test Often • Augment the Test Scripts • Send Out Status Reports • Announce Big Changes • Participate in Tech Support Calls • Leverage Escalation Channels • Plan for Change Management • Existing Features • New Features

  19. Best Practices: AFTER GO LIVE • Proactively Communicate around Known Issues • Remind about Training Materials • Roll Out New Features Quickly

  20. Best Practices: Change Management Meet with Stakeholders Generate Buy-In Demonstrate & Test Train Stakeholders Test and Pilot Discuss the Outcomes Recognize Each Win/Deal with Issues Quickly Develop Your Communication Strategy (emails, documentation, webex, login message, postings)

  21. Where you can begin… • Identify your Test Team • Determine what software to use for tracking test scripts • Brainstorm test scripts • Review each other’s test scripts • Meet and Set Your Release Timelines • Script Development • Kick Off Discussions • Determine Communication Plans/Needs

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