Skip to content

Test plan

Test Plan Template#

A Test Plan defines the approach, objectives, scope, schedule, and resources required for testing a system or solution.

1. Test Plan Identifier#

  • Unique ID for the test plan (e.g., TIMS-TP-001).
  • Include project name, system/module name, and version (if applicable).
  • Example: TIMS-MDM-TP-CustomerModule-v1.0.

2. Introduction#

  • Purpose: Brief description of the purpose of the test plan.
    • Example: "This test plan defines the testing approach for the Customer Mater in the MDM solution. It ensures all functional and non-functional requirements are met before deployment."
  • Objective: The primary goals of the testing activity.
    • Example: To validate data quality, integration workflows, and system performance, ensuring compliance with business rules.
  • Scope: The specific (and excluded) areas to be tested.
    • In Scope: Customer creation, updates, matching/merge logic.
    • Out of Scope: Supplier data validation, financial modules.

3. Test Items#

  • List the components, systems, or functionalities to be tested.
  • Example:
    • Customer record creation and updates.
    • Hierarchical relationships: Parent-Child modeling.
    • Matching and deduplication rules in the MDM system.
    • Integration with CRM and downstream reporting systems.

4. Features to Be Tested#

  • High-level features, requirements, or use cases to validate.
  • Example:
    1. Customer master record creation through the MDM UI and APIs.
    2. Data synchronization between MDM and downstream systems.
    3. Handling of duplicate detection and survivorship rules.
    4. Validation of real-time and batch data loads.
    5. Address standardization and cleansing workflows.

5. Features Not to Be Tested#

  • Mention what will not be tested, with the reason.
  • Example:
    • External systems' internal logic: Interfaces like Salesforce or external ERP systems assumed to function as black boxes.
    • Legacy system integration: Testing deferred to future phases.

6. Entry and Exit Criteria#

Entry Criteria:#

  • Prerequisites to begin testing:
    • All source-to-target mappings are finalized.
    • Integration workflows between MDM and downstream systems are deployed in staging.
    • Complete test data available for all scenarios.

Exit Criteria:#

  • Conditions to conclude testing:
    • All critical test cases are passed.
    • Open defects are addressed/resolved or deferred with sign-off.
    • Final test results shared with stakeholders.

7. Testing Schedule#

  • Overview of test milestones and timelines.
  • Example:
Milestone Planned Date Actual Date Remarks
Test Planning & Test Data Preparation Oct 01, 2025 Oct 03, 2025
Integration Testing Start Oct 05, 2025
UAT Completion Oct 15, 2025
Test Closure Report Oct 20, 2025

8. Test Approach#

  • Testing Levels:
    1. Unit Testing: Focus on individual components (e.g., survivorship logic, deduplication algorithms).
    2. Integration Testing: Validate data flow between MDM and downstream systems.
    3. System Testing: Test the MDM solution end-to-end for technical and functional compliance.
    4. User Acceptance Testing (UAT): Validate requirements against business scenarios.
  • Testing Types:
    • Functional Testing: Validating business rules, workflows, and UI functionalities.
    • Non-Functional Testing:
    • Performance testing for batch loads, match/merge at scale.
    • Security testing (e.g., role-based access control, encryption).

9. Test Environment#

  • Details of hardware/software environments required for tests.
  • Example:
    • Environment Name: Validation Environment).
    • MDM Version: IDMC MDM SaaS
    • Source Systems: Salesforce CRM, SAP ECC.
    • Downstream Systems: Salesforce CRM
    • Access Requirements: Testers require read/write access to the MDM test environment.

10. Test Deliverables#

  • List of documents/artifacts generated during the testing lifecycle:
    • Test Plan.
    • Test Scenarios and Test Cases.
    • Test Data Files.
    • Defect Reports (Issues found during testing).
    • Final Test Results/Approval Report.

11. Roles and Responsibilities#

  • Defines testing team roles and their corresponding responsibilities.
Role Responsibility
Test Lead Overall coordination, planning, and reporting.
Test Engineer Execute test cases, log defects, validate fixes.
Data Steward Validate data quality and transformation workflows.
Developer Resolve defects and fix integration-related issues.
Product Owner Review UAT test cases and approve results.

12. Test Tools#

  • Tools required for test execution, defect tracking, and reporting:
    • Test Management: TIMS
    • Automation Testing: Leap Work
    • Performance Testing: TIMS
    • Data Validation: SQL queries.
    • Defect Tracking: TIMS, ADO Board

13. Defect Management Process#

  • Outline steps for identifying, reporting, and managing defects:
    • Defects logged in TIMS with proper severity and priority ratings.
    • Assign ownership of defects to responsible teams (e.g., MDM team, downstream system owners).
    • Track defect lifecycle: New ? Assigned ? Fixed ? Retested ? Closed.

14. Risks and Assumptions#

Risks:#

  • Data volumes may exceed testing limits in load testing.
  • Downstream systems may not be ready for integration testing.

Assumptions:#

  • Test environment is stable and mirrors production settings.
  • All dependent stakeholders will be available during the test phase.

15. Test Metrics and Reporting#

  • Define KPIs (Key Performance Indicators) to measure testing progress and quality:
    • Total Test Cases Designed.
    • Test Case Pass Percentage.
    • Defect Density (Defects/Test Cases).
    • Defect Resolution Time (Average Time).
Metric Definition Target
Test Case Execution Rate (Test Cases Executed / Total Cases) % 95% by end of UAT Phase.
Defect Closure Rate (Resolved Defects / Total Defects) % 90% before exit criteria.

16. Test Closure#

  • Capture final activities before signing off:
    • Deliverables: Test Closure Report, Defect Summary.
    • Key Lessons Learned.
    • UAT approval from business stakeholders.