Manual vs. Automated Testing. Choosing The Right Approach

Mariola Perkosz

Testing is a critical phase in software development, as it ensures that applications meet quality standards and deliver a seamless user experience. In the world of testing, two prominent methodologies, manual testing and automated testing, vie for attention. As a mid or senior-level tester, understanding the nuances of each approach is crucial for making informed decisions and contributing to the success of your projects. This article provides insights into the characteristics, benefits, and considerations of manual and automated testing, helping you choose the right approach for various testing scenarios.

Manual Testing: Where Expertise Meets Exploration

Manual testing involves the tester assuming the role of the end user and personally executing all test cases. The tester anticipates the various actions an end user might take and assesses whether the software responds accurately to these actions.

Characteristics:

  1. Human Expertise: – Deep Insight: Manual testing leverages the expertise of human testers, allowing them to draw on their knowledge and experience to identify subtle issues that automated tools may overlook. – Subjective Evaluation: Skilled testers can provide valuable subjective insights, evaluating aspects such as user experience, aesthetics, and overall application quality.
  2. Exploratory Nature: – Unscripted Discovery: Manual testing allows testers to explore applications organically, uncovering issues that may not be captured in scripted test cases. – Adaptive Approach: Testers can adapt their approach based on real-time findings, adjusting the testing strategy as they navigate through the application.
  3. Usability Focus: – User-Centric Evaluation: Manual testing is particularly effective in evaluating user interfaces, user experiences, and overall usability. – Holistic Assessment: Testers can assess how the application aligns with user expectations, providing valuable feedback on design, navigation, and accessibility.
  4. Quick Setup: – Agile Adaptation: Manual testing is agile and requires minimal setup time, making it suitable for smaller projects or the early stages of development. – Cost-Effective: In situations where automated testing infrastructure may be time-consuming to set up or financially impractical, manual testing offers a cost-effective alternative.

Benefits:

  1. Early Usability Insights: – Manual testers play a crucial role in offering early insights into usability concerns, enabling timely adjustments to enhance the overall user experience of the software. Their hands-on approach helps identify potential usability issues at an early stage, contributing to the development of a user-friendly application.
  2. Cost-Effective for Short-Term Projects: – Manual testing proves to be a cost-effective choice for projects characterized by a limited scope or shorter development cycles. In scenarios where the automated testing setup might be time-consuming, manual testing provides a quicker and more economical solution for achieving testing goals.
  3. Adaptability: – The adaptability of manual testing shines as testers can promptly respond to changes in project requirements or unexpected scenarios. This flexibility allows manual testers to explore diverse test scenarios efficiently, ensuring comprehensive test coverage in dynamic development environments.

Considerations:

  1. Resource-Intensive for Repetitive Tasks: – Performing repetitive tasks manually can consume significant time and resources, impacting overall efficiency and productivity. In cases where the same set of tests needs to be executed frequently, manual testing might prove impractical due to its resource-intensive nature.
  2. Subject to Human Error: – Manual testing is inherently prone to human error, with testers susceptible to oversight or misinterpretation of requirements. The reliance on human judgment makes it challenging to achieve the same level of precision and accuracy consistently, introducing an element of risk into the testing process.
  3. Challenges in Regression Testing: – The limited scalability of manual testing poses challenges when it comes to extensive regression testing, especially in large and complex software systems. The need to repeat numerous tests for each software update manually may lead to delays and increased possibilities of overlooking critical regression issues.

Automated Testing: Precision and Efficiency

Automated testing eliminates the need for the tester to manually navigate through the application. Instead, an automated testing tool carries out the predefined test cases, comparing the software’s expected response with its actual response.

Characteristics:

  1. Tool-Driven Execution: – Automated testing relies on specialized tools to execute predefined test scripts, allowing for precise and systematic test case execution. These tools ensure that tests are performed consistently and accurately, reducing the likelihood of errors associated with manual execution.
  2. Repetitive Task Efficiency: – Automated testing excels in handling repetitive tasks, making it highly efficient for scenarios where the same tests need to be executed frequently, such as in regression testing. By automating repetitive tasks, teams can save time and resources, which enables them to focus on more complex and critical aspects of testing.
  3. Scalability: – Automated testing is easily scalable and well-suited for applications with extensive test scenarios, enabling efficient testing of large and complex software systems. The ability to run a large number of tests across diverse conditions makes automated testing an invaluable asset for projects with substantial scalability requirements.
  4. Consistency: – Automated tests deliver consistent and repeatable results since they follow predefined scripts and parameters. The elimination of variability introduced by human testers ensures that tests are conducted in a uniform manner, reducing the chances of inconsistencies and errors in the testing process.

Benefits:

  1. Efficiency in Regression Testing: – Automated testing excels in handling extensive regression testing by efficiently executing a large number of repetitive test cases. This capability ensures that software updates or code changes do not introduce new issues in previously functioning areas.
  2. Cost-Effective for Long-Term Projects: – Over the long term, automated testing becomes more cost-effective as the initial investment in creating test scripts is outweighed by efficiency gains and reduced manual testing efforts. The cumulative time and resource savings contribute to the cost-effectiveness of automated testing, particularly in projects with extended development cycles.
  3. Parallel Execution: – Automated testing allows the simultaneous execution of multiple tests, enabling parallel testing and significantly reducing the overall testing time. This parallel execution feature enhances efficiency, making it feasible to test various aspects of the application concurrently.

Considerations:

  1. Initial Setup Overhead: – The initial setup of automated testing involves creating test scripts and configuring the testing environment, which can be time-consuming. While this setup requires an upfront investment, it is justified by the subsequent efficiency gains and long-term benefits of automated testing.
  2. Limited Exploratory Testing: – Automated testing is less effective in identifying unforeseen issues or conducting exploratory testing where human intuition and creativity play a crucial role. Teams should complement automated testing with manual testing approaches to ensure comprehensive coverage, especially in scenarios requiring exploratory testing.
  3. Maintenance Challenges: – Test scripts need regular updates to align with changes in the application, posing maintenance challenges. Continuous maintenance is necessary to ensure that the automated tests remain accurate and relevant, especially when there are frequent updates or modifications to the software.

Choosing the Right Approach

The decision between manual and automated testing is not a strict dichotomy. It frequently requires striking the appropriate balance, considering the project’s requirements and constraints. A common approach is the hybrid testing model, where critical functionalities undergo manual testing, while repetitive or regression tests are automated. In an optimal situation, manual testing serves as an initial assessment for new features or user interface modifications. Subsequently, automated tests come into play, ensuring continuous verification of core functionalities across various releases.

manual_vs_automation_testing.png

Source: https://www.fissionlabs.com/blog-posts/manual-vs-automated-testing-choose-the-right-one-for-your-project

When to Choose Manual Testing:

  1. Exploratory Testing: For projects requiring creativity and exploration to identify unforeseen issues.
  2. Usability Testing: When assessing the user interface, user experience, or usability is a primary focus.
  3. Short-Term Projects: Ideal for smaller projects with limited resources and short development cycles.
  4. Compatibility Testing: Manual testing assesses software behavior in real-world scenarios, examining performance across various platforms, devices, or operating systems.
  5. Low-Volume Testing: Manual testing proves to be a time-saving strategy for situations where tests are run only once or twice, such as in the case of hotfix testing with a limited scope. In such isolated cases, configuring automated testing tools is often unnecessary.

When to Choose Automated Testing:

  1. Regression Testing: For efficiently running repetitive test cases during development and preventing new changes from breaking the existing functionality.
  2. Large-Scale Projects: Suited for projects with an extensive functionality and a longer development cycle, where automation provides efficiency.
  3. Stable Requirements: When application requirements are stable, and changes are less frequent.
  4. Parallel Testing: There are situations where it becomes essential to test modules simultaneously on different machines. Automated tools excel in this scenario, utilizing system resources for parallel test execution and generating easily analyzable test reports.
  5. Security Testing: Simulating a real-world attack on a system is a key aspect of security testing. Achieving this effectively is challenging with manual testing alone.

A Hybrid Approach:

In many scenarios, a hybrid approach that combines both manual and automated testing proves most effective. To achieve the ultimate goal of ensuring end-user satisfaction, automated testing cannot entirely substitute manual testing. Although automation tools contribute to consistency and comprehensive test coverage, the human touch of manual testing remains crucial for guaranteeing a positive user experience.

Manual testing offers:

  1. Simulation of User Experience: – It simulates the end-user experience, providing insights into real-world interactions.
  2. Flexibility and Adaptability: – Manual testing allows testers to adapt their approach dynamically, addressing unforeseen scenarios effectively.
  3. Quick Identification of Overall Usability: – It offers a swift method to evaluate the overall usability of the application from a user’s perspective.

Automated testing provides:

  1. Repeatable, Accurate Results: – Automated tests ensure consistent and accurate results, reducing the likelihood of human errors.
  2. Centralized Control Over Testing Data: – It offers centralized control, making it easier to manage and monitor testing data efficiently.
  3. Ability to Repeat and Scale Test Cases: – Automated testing allows for the repetition and scalability of test cases, streamlining the testing process.

In most test plans, a combination of manual and automated testing is often the optimal approach. This hybrid strategy leverages the strengths of both methods, maximizing the benefits and ensuring a comprehensive evaluation of the software under test.

Conclusion

As a mid or senior-level tester, your experience and expertise are invaluable in choosing the right testing approach. Balancing the strengths of manual and automated testing, understanding project requirements, and adapting to the dynamic nature of software development will contribute to a robust testing strategy. Whether you’re delving into exploratory realms manually or leveraging the precision of automated tools, your role in ensuring high-quality software remains pivotal.

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