Robotic process automation (RPA) is a software technology designed for creating, deploying, and overseeing software robots that mimic human interactions with digital systems and software. Just like people, software robots can do things like understand what’s on a screen, complete the right keystrokes, navigate systems, identify and extract data, and perform a wide range of defined actions. However, software robots can perform these tasks with greater speed and consistency compared to humans, operating continuously without breaks for relaxation or refreshment.
According to the Deloitte Global RPA survey, 53%[i] of respondents have already started their RPA journey.
While RPA offers many benefits, unleashing its full potential hinges on one crucial aspect: thorough testing. Unlike human workers, RPA bots rely on pre-programmed instructions. Testing ensures these instructions translate to flawless automation, delivering the promised accuracy, efficiency, and reliability.
In this blog post, we will explore various types of RPA testing, delve into multiple concepts involved, discuss the challenges associated with RPA testing, explore strategies to overcome them and outline methods to build a reliable testing strategy.
Let’s get started!
Demystifying RPA Testing
RPA testing, like software testing in general, employs various approaches to evaluate the functionality and performance of your bots. Here’s a breakdown of the different types of RPA testing:
1. Functional Testing:
This fundamental type focuses on verifying that the bot performs its intended tasks correctly and according to its design. Here, testers create scenarios simulating real-world user interactions with the bot.
2. Non-Functional Testing:
While functional testing ensures “what” works as planned, non-functional testing delves into “how” the bot performs. It assesses aspects like:
a. Performance
b. Security
c. Usability
d. Scalability
3. Integration Testing:
Many RPA bots interact with other applications and systems. Integration testing ensures seamless communication and data exchange between the bot and these external systems. Testers identify and address any compatibility issues or data transfer errors that could disrupt automated workflows.
4. End-to-End Testing:
This comprehensive approach assesses the complete RPA workflow, mimicking a user’s real-world journey. It encompasses functional and non-functional aspects, ensuring the bot operates flawlessly throughout the automated process.
Now that we’ve explored different types of RPA testing, let’s explore the key concepts that empower these testing methods: test cases, data sets, and test frameworks. Understanding these concepts is vital for constructing a robust RPA testing strategy.
Key Testing Concepts –
1. Test Cases: The Blueprint for Success
Imagine a detailed roadmap for a journey. In RPA testing, test cases serve a similar purpose. They are meticulously designed instructions outlining specific user actions a bot should perform. These instructions simulate real-world scenarios and verify if the bot functions as intended.
Components of a Test Case:
a. Test Scenario: A clear description of the user interaction or process being tested.
b. Test Steps: A series of step-by-step instructions detailing the actions the bot should perform.
c. Expected Results: The anticipated outcome of the bot’s actions after executing the test steps.
d. Pass/Fail Criteria: Defined conditions determining whether the test case has passed (achieved expected results) or failed (deviated from expectations).
2. Data Sets: Fueling the Testing Engine
Think of data as the fuel that runs your RPA bots. Likewise, datasets are crucial for conducting effective RPA testing. These are collections of diverse data points used to simulate real-world scenarios encountered by the bots during operation.
Importance of Diverse Data Sets:
a. Uncover Edge Cases: By using a variety of data, including valid and invalid inputs, you can identify how the bot handles unexpected situations.
b. Simulate Real-World Scenarios: Utilizing data that reflects real-world conditions ensures your test cases are relevant and practical.
c. Minimize Bottlenecks: Testing with diverse data helps identify potential bottlenecks in data processing within your bots.
3. Test Frameworks: Optimizing Your Testing Approach
Test frameworks are reusable structures that provide an organized approach to designing, executing, and managing your RPA test cases. They offer numerous benefits such as:
a. Improved Efficiency: Frameworks automate repetitive tasks, streamlining the testing process and saving time.
b. Enhanced Reusability: Test cases can be easily reused across different scenarios with modifications, promoting efficiency.
c. Standardization and Consistency: Frameworks encourage consistent test case design and execution, ensuring a standardized testing approach.
Developing a Reliable RPA Testing Strategy
Robotic Process Automation (RPA) offers significant potential for streamlining business operations. However, to achieve this potential and ensure the successful deployment of RPA initiatives, a meticulously designed testing strategy is crucial. This strategy plays a vital role in guaranteeing the accuracy, reliability, and efficiency of the automated processes implemented.
This section outlines a step-by-step approach to establishing a robust testing strategy tailored to RPA implementations.
1. Identifying Critical Processes for Automation:
a. Conduct a thorough business process analysis to identify repetitive, rule-based tasks suitable for automation.
b. Prioritize processes based on factors like error-proneness, processing volume, and potential cost savings.
c. Consider the technical feasibility of automation, including system compatibility and data accessibility.
2. Defining Clear Testing Objectives and Scope:
a. Determine the specific goals of RPA testing, such as functional accuracy, data integrity, exception handling, and performance.
b. Define the scope of testing, outlining which aspects of the RPA solution will be tested (e.g., user interface interactions, data manipulations, integrations).
c. Define specific criteria for each testing objective.
3. Designing Effective Test Cases:
a. Develop comprehensive test cases encompassing various scenarios, including positive, negative, and boundary conditions.
b. Test cases should cover all functionalities of the RPA bot, including error-handling mechanisms and recovery procedures.
c. Leverage risk-based testing to prioritize test cases based on potential impact and likelihood of occurrence.
4. Selecting Appropriate Testing Tools and Techniques:
a. Utilize a combination of manual and automated testing techniques based on the complexity of the RPA solution.
b. Consider using RPA-specific testing tools that offer functionalities like screen recording, data validation, and exception management.
c. Integrate existing testing frameworks (e.g., unit testing frameworks) to streamline the testing process.
5. Integrating RPA Testing into the CI/CD Pipeline:
a. Adopt a continuous integration and continuous delivery (CI/CD) approach to automate the testing process.
b. Integrate RPA testing tools with the CI/CD pipeline to enable automated test execution with every code change.
c. This ensures early detection of issues and facilitates faster delivery of reliable RPA solutions.
Industries Using RPA
Robotic process automation is mainly used in the banking, insurance, retail, manufacturing, healthcare, and telecommunications industries.
a. Healthcare: It helps with appointments, patient data entry, claims processing, billing, etc.
b. Retail: It assists in updating orders, sending notifications, shipping products, tracking shipments, etc.
c. Telecommunications: It aids in monitoring, fraud data management, and updating customer data.
d. Banking: The banking industry utilizes RPA for increased efficiency in work, data accuracy, and data security.
e. Insurance: In the insurance sector, companies utilize RPA to streamline workflow management, customer data entry, and application handling.
f. Manufacturing: RPA tools in the manufacturing industry assist in supply chain procedures, including billing of materials, administration, customer service and support, reporting, data migration, etc.
The Road Ahead
RPA testing evolves alongside the rapid advancements in RPA technology. Here’s what its future trends look like:
a. AI-powered Testing: Imagine AI generating comprehensive test cases and adapting them as your RPA evolves.
b. RPA Security Testing: Specialized tools will scan for vulnerabilities and simulate cyberattacks to strengthen your RPA defenses.
c. Non-Functional Testing: Focus will expand beyond functionality to encompass performance and robustness.
d. Citizen Developer Testing: User-friendly tools will empower business users to participate in testing.
e. Continuous Monitoring: Testing becomes a constant loop, with ongoing performance checks and automatic strategy improvements.
Conclusion
RPA testing is pivotal for ensuring seamless deployment and operation of robotic process automation solutions. It verifies the accuracy, reliability, and efficiency of RPA bots, minimizing errors and operational disruptions. Early detection and resolution of issues during testing enhance overall performance and maximize ROI from RPA investments. By implementing a robust testing strategy, businesses can effectively harness RPA technology to streamline processes and achieve substantial operational enhancements.
Statistics Reference:
1. Deloitte