Slate to Banner Integration Testing Plan
Introduction
This document outlines the comprehensive testing plan for the Slate to Banner integration project. The goal is to validate the functionality, accuracy, and usability of all systems involved to ensure a seamless experience for applicants, admissions staff, and the IT team.
Objectives
Validate front-end user experience and functionality of the application process.
Test the admissions process to ensure accurate workflows and data handling.
Verify the accuracy of data mapping between Slate and Banner systems.
Identify and address any usability, technical, or integration issues.
Collect and incorporate feedback for continuous improvement.
Testing Phases
1. Front-End User Testing
Focuses on the user experience, ensuring the application is functional, intuitive, and error-free.
Tasks:
Assign and simulate 20 personas to test diverse application workflows.
Validate error handling for incorrect or missing data.
Test accessibility features for compliance (e.g., screen reader compatibility).
Collect and analyze feedback from testers.
2. Admissions Process Testing
Validates admissions workflows, checklist assignments, and email notifications.
Tasks:
End-to-end testing of admissions workflows.
Verify checklist rules for various applicant types.
Test system emails and post-submission processes.
Assess admissions dashboard functionality for accurate data display.
3. Data Mapping Validation
Ensures data is accurately mapped between Slate and Banner systems.
Tasks:
Validate field mappings for all data elements.
Test data transformations and ensure accurate exports/imports.
Identify and address discrepancies in data flows.
Review integration logs and resolve issues.
Roles and Responsibilities
Test Lead: Coordinates testing activities, consolidates results, and reports findings.
System Tester: Focuses on technical aspects, including field validation and data mapping.
Admissions Tester: Simulates real-world admissions processes to validate workflows.
Support Team: Provides technical assistance and resolves issues during testing.
Front-End Testers: Simulate user interaction with the application and provide feedback.
Stakeholders: Review testing progress and ensure alignment with institutional goals.
Testing Scope and Tasks
Front-End User Testing
Personas and Contexts: Utilize pre-defined personas to test various scenarios.
Error Handling Tests: Simulate missing or invalid inputs and verify error messages.
Feedback Collection: Collect user feedback via post-test surveys.
Accessibility Validation: Ensure compliance with accessibility standards.
Admissions Process Testing
Workflow Validation: Test end-to-end processes, from application submission to decision.
Checklist Assignments: Validate dynamic checklist rules and completion triggers.
System Emails: Test triggers, content, and delivery of system-generated emails.
Post-Submission Actions: Confirm workflows for interviews, placement tests, and financial aid.
Data Mapping Validation
Field Validation: Verify all mapped fields are accurate.
Data Flow Tests: Ensure seamless data transmission between systems.
Integration Issues: Identify and resolve data discrepancies.
Reverse Mapping: Confirm data accuracy when synced back from Banner to Slate.
Deliverables
Completed test cases and logs for each testing phase.
Summary reports highlighting key findings and issues.
Final recommendations for go-live readiness.
Documentation of resolved issues and system updates.
Timeline and Schedule
Phase | Start Date | End Date |
|---|---|---|
Front-End User Testing | January 15 | January 30 |
Admissions Process Testing | February 1 | February 15 |
Data Mapping Validation | February 16 | February 29 |
Risks and Mitigation Strategies
Risk: Delays in testing timelines due to staff unavailability.
Mitigation: Assign backup testers and prioritize critical workflows.Risk: Data discrepancies between systems.
Mitigation: Conduct multiple iterations of data mapping validation.Risk: Feedback not being adequately addressed.
Mitigation: Schedule debrief meetings after each phase to review feedback.
Tools and Resources
Testing Environment: Slate staging environment.
Data Mapping Documents: Reference field mappings for Slate to Banner.
Feedback Forms: Templates for collecting tester feedback.
Accessibility Tools: Screen readers and contrast analyzers.
Logs and Reports: Integration logs and test case outcomes.