From Big service giants to startups, many organizations have
setup successful Performance Assurance Services, but unfortunately some firms
couldn’t manage to succeed due to some loopholes they have in orchestrating testing
& engineering requirements rightly, client acquisition strategies, team
setup, operational challenges, hiring right talent with right skillset,
incomplete service offerings, etc.
There seem to be recurring challenges & issues that can
be easily taken care if realized & planned at the initial stage itself. I would
like to share some of the top key take aways that I have learnt & realized from
my experience working for Performance Testing & Performance Engineering
delivery teams / COEs for services firms & directly for clients.
I am sure many pioneers in this field who have created
exponential increase in revenue targets, brought large number of client acquisitions, built
innovative IPs would have more success secrets in addition to the below ones. Am
excited to know & learn from your experience.
Keep your Unique
Differentiator Solution Stories Ready Specialize yourself with
USP (Unique Selling Point) in few major focus areas apart from usual
performance testing/engineering services for example, say Performance
Prediction & Analytics & have your story line elaborated & take it
to your prospective clients with the help of marketing / sales teams. Plan to
position yourself as unique differentiated player & develop innovative
accelerators / tools and/or methodologies on that selected focus area(s) though
you might have other services under your portfolio. We can see many
organizations that provide mere performance testing services only with the help
lateral hires or internally groomed resources who know how to use tools like HP
LoadRunner or Apache JMeter with the support of people managers who don’t carry
technical knowledge. Have subject matter experts who are conceptually strong
& capable of understanding & solving real performance problems.
Strong Client
acquisition strategy
becomes the foremost key important factor for your success. Perform periodic
market study/surveys to understand the state of other service providers &
also on the new technology trends where bringing performance angle will be most
valued & appreciated. Have a strategic plan created in Q4 of previous year
about how you want to take your solutions to market & set your revenue
targets. This planning varies based on your organizations but generally the
plan should include campaigns, road shows, publishing articles & ebooks,
workshops, etc depending upon several other factors to take the solutions &
services to clients. These activities needs to be planned more vigorously for
small/startups compared to established players. Usually established players
will end up focusing more on project delivery related challenges whereas
startups/small scale players will focus on differentiator ideas to establish
themselves as matured player with qualified SMEs.
Prioritize & Value
your Proposals as
they are the major gateways for projects. Demand for differentiator solutions
& aggressive timelines are always key attributes of large proposals, but
believe me it’s worth the efforts. At this stage, don’t think about how to
deliver or who will deliver, etc. Your only focus should be on proposing right
technical solution with smart pricing strategy. The strategic learning’s &
key take away from a proposal experience is far higher than project execution
experience. Every proposal needs to be dealt with utmost care to bring in your
differentiator pitch remembering your competitors & their strengths. Apart
from technical solutioning, look at several other factors like their existing
vendors, competitors, historical challenges if already handled
proposals/projects for the client in past, tool preferences, commercial
expectations, etc. Impressive technical solution with acceptable pricing will
have better chances for winning.
Setting up Competency
framework & Career path is important to retain the talents within the team. Create a competency
framework for Performance Tester & Performance Engineer separately with
systematic levels (4 levels would be ideal).
Though the words tester & engineer are used interchangeably in IT
firms, every organization should define what is expected from tester & how
a tester should have a career path as they move up in the ladder in the
organization. A Performance Tester at expert level might have skillset of
Performance Engineer. The competency framework should be decided considering
several factors primarily based on the vision & mission of the organization’s
key focus areas & how they want to project their story line to customers.
Bring in multiple levels of learning courses & certification programs for beginners
& practitioners to train them internally.
Dedicated Center of
Excellence (COE) team
should be made available apart from project delivery specialists/managers , at
least a small / thin dedicated team considering the organizational constraints(SGA
cost & others) with highly qualified experts is highly required. The COE
should be solely responsible for handling proposals, tool evaluations, brining
in initiatives on innovative tool developments, periodic project audits, process
setup & improvements, exploring new revenue pipelines, bringing in new
service offerings, creating differentiator accelerators / solution presentation
decks, publishing articles & Point Of View (POV) recommendations, organizing
technical events like road shows, etc. Also,
the COE should act as primary point of contact for the project delivery teams
for any technical support & taking up other service offerings to existing
clients. At any cost, do not include revenue targets or billing related KRAs
(Key Result Area) for the core COE team.
Avoid Unnecessary
Investments, Be Strategic about your tool licensing investments & onboarding of senior
Performance Engineering SMEs. Decide how you want to picturize yourself to
clients. Not all clients expect the service provider to procure the tool
licenses, but if you prefer to provide performance testing as a service (PTAAS)
model, you need to package your services on top the tool to decide on the commercials.
Usually Performance testing tools in particular are very costly. Probe all
possible alternative options to replace commercial tools by freeware/open source
tools if tool license cost will concern your client. Highly qualified SMEs are
required but don’t over hire many of them as they are very costly resources. Be
strategic & create an operating model with minimal senior SMEs for well
functioning of the team. Take strategic steps to increase senior members in
your team based on your project pipelines.
Creating Fresher
Pipeline gives way
for bringing in young millennial who can be mentored & trained internally
to assist project teams in scripting & test execution activities to start
with. Making them as shadow resources
with senior members (even in non-billable mode) in existing projects
brings lot of confidence & quick understanding of practical challenges than
just knowing a performance testing tool.
Very important to ensure fresher training /induction material is created
& is made handy with 2 to 3 months learning curriculum along with
assessment details. Mentoring & Self
learning followed by periodic assignments should be planned to track &
bring seriousness for having quick learning curve for the fresher resources.
Insist the young team for taking up internal certification programs designed
for assessing both conceptual knowledge & tool expertise.
Set up the Team right with separate Testing &
Engineering streams with their boundaries clearly set. It is very much
essential to create a positive jelling environment between testing &
engineering streams as many organizations fail in this aspect. I am not
insisting on having two separate teams, plan to make the two teams work
collaboratively depending upon your client problem statements working under one
common umbrella. Collaboration between these two skill set is possible only if
both have common leadership team. Production
readiness validation type of projects might require few performance testers
together with a performance engineer. Engineers can independently work on
projects where the problem statements are clearly related to diagnosis &
tuning for a system that is not able to meet the performance SLAs. Expert
architects from engineering team can be involved for problem statements where
architecture/design reviews for performance best practices or application
capacity sizing recommendations are required, etc. But facilitate experienced
testers to graduate to engineering team & have training mechanisms for
grooming them for providing engineering solutions as hiring Performance Engineer
is not that easy.
Some organizations where Performance Testing &
Performance Engineering are two different isolated teams fail due to
operational challenges & bad politics as there is a thin boundary line
between these two teams. May be it might
work out when the Performance Assurance team is established & you start
servicing many major accounts only for Performance testing or Engineering
services.
Provision diverse Skill set Talents
A well functioning established performance assurance team will demand
people with varied skillsets including Tool experts, Performance Testers,
People Managers, Techno Managers, Infrastructure Architects, Capacity Planners,
Prediction & modeling experts, Technology specific architects, Fresh
Trainees, Developers, etc. A Performance
Assurance team needs to have strong talents to guide other senior specialists who
take part in various SDLC phases, hence you need an architect, designer,
programmer, developer, tester, engineer, capacity planner, system admin. And in
Agile / Devops environments, this becomes more vigorous & the performance
specialists are always expected to have all these skills. This brings in a huge
challenge to facilitate right people for the projects. But all projects don’t
demand these types of high-end experts as even now majority of the projects
think about performance later in SDLC demanding reactive performance
engagements. More than building a team with diverse talents, creating a positive
& learning environment complimenting each other will be a challenge, but I
will leave that to the people management skills of the director who would head
the team.
Right Effort Estimation
Strategy & reasonable Rate Cards should be created for performing Performance Testing & Performance
Engineering activities. Usually the rate card for Performance Tester is
slightly higher than functional / automation testers. Performance Engineers
rates are usually very high compared to Performance testers depending upon the
type of SME skillset & market demand. Usually short term projects effort
estimation & pricing strategy needs to be very different from the strategy
adopted for long term projects. It’s sometimes experience based or subjective
decision purely based on your gut feel.
Follow best practices for deciding upon the estimates with
the help of handy estimation templates. Understand clearly the scope to include
right mixture of testing/engineering activities and clearly document your
estimation/pricing assumptions. Ensure multiple levels of internal review
meetings are held with different senior leaders before finalizing your
commercials. Don’t forget to ask yourself whether you are creating value for
the proposed commercial putting yourself in customer’s shoes. And don’t forget
to think twice about your competitors & if you don’t want to miss the
opportunity/client, ready to compromise a bit by proposing lower rates if the
new opportunity can open up big doors for you.