10 principles for success in outsourcing ATM testing

With outsourcing firmly back on the agenda, below are ten principles to help ensure it is successfully applied within ATM testing:

1. Outsource what you know
This is possibly the single biggest factor in the success of outsourcing AT M testing. Banks must have the internal expertise of the area before they enlist the support of external partners. Ultimately, outsourcing providers will only deliver within the remit they have been set.

2. Retain control of the development process
While outsourcing can add considerable value in ATM testing, there are certain parts of the process which do not lend themselves well to this approach. The relationship between the banks and their ATM software providers is one such area and it is essential for banks to keep control of this process and of the software itself.

3. Maintain control of the overall project
Before outsourcing the project, banks must clearly define the high level testing strategies. With this in
place, they will be in a stronger position to control the implementation of the overall project and manage the relationship with the outsourcing partner.

4. Deploy test automation to get the best of both worlds
Banks can define the overall test strategy and test scripts using a common application that is designed specifically for end-to-end AT M transaction testing. This means that both parties can more easily follow the same guidelines and processes, creating an efficient working relationship.

5. Execute automated tests
ATM transaction testing will inevitably require an element of manual testing. However, banks must look to streamline the process by introducing automation into the process wherever applicable.

6. Adhere to enterprise-wide testing principles
Increasingly, banks are looking for an enterprise-wide testing solution that adheres to the broader methodology across the organisation. As such, ATM testing must be considered outside of the silo.

7. Establish clear reporting procedures
Proper reporting procedures throughout the lifecycle of a project are key to making sure the deliverables are being met and that each party is successfully fulfilling their role. Banks should establish which parties are responsible for which tasks from the outset and put in place a clear chain of communication.

8. Deploy multiple third party vendors and consultancies
In implementing successful outsourcing strategies, banks should look to work with multiple vendors in complementary areas across multiple projects, extending beyond the ATM. In doing this, they can encourage and maintain price competition and service quality.

9. Ensure appropriate knowledge transfer
Outsourcing is a two-way process. Knowledge will be expanded on both sides as the project progresses and it is essential that both parties remain up to date with any developments. As such, banks should ensure there is an ongoing transfer of knowledge so that there is continuity throughout the project.

10. Ensure intellectual property is protected
The testing process involves deploying software from a number of different vendors. This will include the ATM system itself, the automated testing software and any ancillary applications. When managing these, banks should be mindful of their licensing agreements with vendors and take responsibility for ensuring the outsourcing partners adhere to them when working with the applications.