Best Practice Guide for SAP Digital Labs with KTern.AI

Best Practice Guide For SAP Digital Labs With KTern.AI


I. Digital Labs Overview

Digital Labs by KTern.AI offers a comprehensive solution for streamlining testing processes and ensuring successful outcomes in SAP Digital Transformations. This guide outlines best practices for leveraging Digital Labs to enhance testing efficiency and maximize project success. Digital Labs of KTern is tightly integrated with Digital Projects hub, which is the project management suite. Typically, testers would be testing various test cases on one side, while governance would take place via emails, chat, or any other project management tool. The whole process was cumbersome and arduous for all stakeholders involved. Therefore, we developed Digital Labs of KTern to execute, manage, and collaborate on all testing-related activities of an S/4HANA migration/upgrade project from a single place.


II. User Personas Benefitted

i. Test Managers
  1. Simplified Test Governance
    Digital Labs offer a centralized repository for test plans, scenarios, and cases, enabling test managers to govern testing activities efficiently.

  2. Streamlined Test Execution
    With automated test case generation and real-time monitoring capabilities, test managers can oversee test execution progress and identify bottlenecks swiftly.
ii. Test Engineers
  1. Enhanced Test Script Management 
    Test engineers can streamline continuous testing by creating and managing test scripts with stability-driven UI captures, simplifying the testing process.

  2. Seamless Defect Management
    Digital Labs facilitate comprehensive defect tracking and management, allowing test engineers to create, assign, and resolve defects seamlessly within the platform.
iii. Business Heads
  1. Insightful Test Reporting
    Gain visibility into SAP testing with auto-generated test reports, materiality insights, and passed vs failed reports, empowering business heads to make informed decisions based on test outcomes.

  2. Prioritized Testing
    Leverage value-driven test prioritization based on VVV analysis, ensuring that critical business processes are thoroughly tested, reducing business risk.
iv. IT Consultants
  1. Efficient Test Preparation
    IT consultants can accelerate test automation with data-driven test scenario recommendations tailored to specific industries, optimizing test preparation efforts.

  2. Agile UAT Signoffs
    Orchestrate UAT signoffs effortlessly with automation-driven workflows, simplifying the complexities of SAP ecosystems and ensuring timely project deliveries.

III. Terminologies used in KTern

1. Test Plan: A comprehensive document outlining the scope, objectives, and methodology for testing a software application. It serves as both a term and a deliverable, designed based on project requirements. Test Plans are dynamic and may be updated to accommodate changes, such as replacing team members.

2. Test Scenario: A concise statement defining various methods or approaches to test an application. Test Scenarios cover all possible paths or conditions to ensure thorough testing.

3. Test Case: A detailed, step-by-step procedure designed to assess specific functionalities or aspects of an application. Test Cases typically include identifiers, test data, procedures, actual results, and expected results.

Testing Process in KTern
To ensure effective execution of test cases and governance, it is essential to understand the Testing Process followed by KTern. Starting from Test Case creation to the execution of Test scripts for a test case and raising defects if any issues are found during the execution, it involves a series of steps.



Automatic Test Case Status Update Process in KTern

After executing each test script, the test case status will be updated automatically based on the outcomes. If all test scripts within a test case pass, with every step marked as 'Passed', the status will be 'Performed'. In case any defects are detected in any of the test scripts, the status will be 'Defect Found'. When multiple scripts are present and at least one is completed, the status will show as 'Active'. KTern will utilize the latest added log as the base document for automatic updates.

4. Test Script: A set of instructions or commands used to automate the testing of an application. Test Scripts facilitate the automated execution of tests to ensure efficiency and accuracy.

5. Test Log: A record of the execution steps performed during testing. Test Logs document the actions taken, outcomes observed, and any errors encountered during the testing process.

6. Defect: An anomaly or deviation in a software application's behavior or functionality, which contradicts end-user requirements or business specifications. Defects, also known as bugs or issues, are identified during testing and require resolution to ensure software quality.

IV. Managing Test Cases, Monitoring Progress, and Executing Unit Tests and String Tests with KTern

In the realm of SAP testing, efficient management of test processes is crucial for ensuring successful project outcomes. Digital Labs by KTern.AI is an automated digital workplace tailored for SAP Digital Transformations, offering automation, governance, and collaboration capabilities. This guide presents best practices for leveraging Digital Labs to enhance testing efficiency and ensure successful project outcomes. Digital Labs is tightly integrated with the Digital Projects hub, providing end-to-end support for SAP transformations. Key features include the S/4HANAPEDIA rule engine, test case execution logs, defects repository, and project management integration.

i. Execution of Test Case

For executing a test case, adherence to the steps outlined in the Testing Process is essential. Test Cases can be launched through both the Transformation Hub and the Test Cockpit.

a. Navigating to the Test Case via Transformation Hub
  1. Click on the Transformation Hub -> Test Cases.



  2. Click the filter icon to apply the required filters.



  3. Proceed to click the launch icon to execute the Test Case.


b. Navigating to the Test Case via Test Cockpit
  1. Access the Test Cockpit by clicking on it in the side navigation bar. This action will lead you to the Test Cockpit Screen.



  2. On the Test Catalog screen, choose the Test Plan you wish to execute, toggle the scenario, and select the test case to be executed.

  3. Click on the launch button of the Test Case that needs to be executed.



  4. Once you click and launch any test case from the test catalog, you will be automatically directed to the Test Case Wizard. 



  5. The test case wizard consists of some basic information like the status, priority and the test type. It also has the option of editing the test case. Trigger the “Start Execution button”.
Execution Steps
  1. Click on 'Overview' in the drawer to access and edit the execution title if necessary, then select the appropriate test script from the dropdown menu to be executed.



  2. Execute step by step, updating the outcome to 'Passed' if successful and 'Failed' if unsuccessful, and add the actual result for each step.



  3. If a step fails, after updating the outcome to 'Failed', a 'Raise Defect' button will appear. Click on the 'Raise Defect' button to add a defect. If no defect is found, click on 'Add Execution'.



  4. Add the required details and click on the “Raise Defect button”, which will create the defect against that testcase.

  5. After creating the defect for that step, you can either click on the 'Add Execution' button or proceed with the next steps if the previous defect does not halt the execution. Once completed, click on the 'Add Execution' button.


ii. Monitoring the Test Logs 

Once the Test Log is generated, you can access it by navigating to the 'Test Lab' tab followed by selecting the 'Test Logs' tab. Multiple test logs may exist for a test script. They are accessible through a dropdown menu, enabling you to switch between logs and view them as needed.





iii. Monitoring Defects & Accessing Defects
  1. Upon clicking the launch button for the Test Case, the Test Case wizard will open, where the logs will be monitored.

  2. Navigate to the "Defects Repository" tab after the wizard has loaded, where you'll find a list of all defects assigned to the specific test case.



  3. Alternatively, you can access defects via the Transformation Hub by clicking on testcases. This will redirect you to the issue landing page, where all testcases created in the project are listed. 



  4. Here, you have the option to download the issue as a document and edit it. 


iv. Executing Unit Test and String Test with KTern

Create Test Cases Using Clone and Create

The primary purpose of 'clone and create' functionality is to streamline the creation of process activities by integrating the project plan with tasks, issues, test cases, sign-offs, and meetings. This feature significantly reduces the time spent on creating tasks with repetitive names across various phases. It enables users to generate tasks with distinct names instead of duplicating tasks with identical names across different phases.

Creation of Test Cases using Clone and Create

1. Navigate to the template by Clicking the right sidebar "Project settings".



2. On clicking the “Create a New Template” a new screen will be appearing towards the bottom part.

3. Go to the Test cases section and create a template.



4. Name the template and add the format of the items to be created. Under rules, KTern allows you to choose certain rules that can be applied during the creation of items.

5. Click on the create button.

6. Now you can view the template above as shown in the figure, now you can select the template and update the details as of your need.

7. After creating a template navigate to the Clone & Create by clicking on Transformation Hub.



8. Click the link Item A and select the project plan and select the task L2 in the dropdown.



9. Select the “Run Unit Test & String Testing” Checkbox by navigating to Wave 1 -> Solution Configuration -> Realize.

10. Select the greater than symbol (>) to bring out the chosen items into the selected items list, which is present on the right side.

11. Click the Link Item B and select the GSI and click the Process Step from the dropdown.



12. Now, Click the template you created before in the project settings.



13. Once after choosing the template, this screen will be visible, where there’ll be a list of tasks in which the project plan and process are being cloned. KTern provides a benefit with the “Quick Fill” option, where the user could fill in the following columns in a single click: Parent Name, meeting start and end date and time.



14. Trigger the “Submit button”.

15. After successfully creating the meetings go to the Test Cases in Transformation Hub. Now you can view all the test cases you have created using clone & create.

V. Managing of Issues Lifecycle

Overview of Issue Management in KTern.AI

In this section, we provide an overview of issue management in KTern.AI, highlighting its importance in project management and the benefits it brings to users. Issue management in KTern.AI plays a crucial role in ensuring smooth project execution by facilitating the identification, tracking, and resolution of issues that arise during project implementation.

Creating and Assigning Stakeholders to Issues

Creating and assigning stakeholders to issues is a fundamental step in issue management within KTern.AI. Stakeholders play a crucial role in the resolution process, as they are responsible for overseeing and addressing issues according to their respective areas of expertise and authority.





Accessing Issues/ Defects

Explore methods for accessing and managing issues created within KTern.AI, including insights into work items related to issues and the Issue Wizard interface.

Transformation Hub - Work Items – Issue

Within the Transformation Hub of KTern.AI, users can access work items related to issues, providing a centralized platform for managing and tracking various aspects of project issues.



Updating & Viewing Issue Status & Other fields 

This section explores updating issue status and attributes, facilitating users to monitor issue progress and make informed decisions throughout the project lifecycle. Modifying issue status and attributes is crucial for maintaining accurate and up-to-date information within KTern.AI. As issues advance through resolution stages, stakeholders may need to update their status, priority, and other attributes to reflect the latest developments.



Changing Issue Status

Click the "i" icon to open the drawer and change the status to active/resolved/approved according to your requirement.



Re-assigning of the Stakeholders and Changing of other Attributes

Changing stakeholders and other attributes allows for flexibility in issue resolution, empowering users to adapt to evolving project requirements and stakeholder dynamics. Users can switch to any tab and edit their required changes.



Note: The Update button will be enabled if any changes are made, and all fields are valid.

VI. Daily Governance with Dashboard

Discovering the importance of daily governance with dashboards in managing issues effectively within KTern.AI is paramount. You gain a comprehensive understanding of key aspects of issue management in KTern.AI through accessing dashboards for issue governance and analyzing data trends for effective decision-making. 

This understanding empowers you to navigate project complexities with confidence and achieve your desired outcomes. Whether streamlining issue resolution processes, fostering collaboration among stakeholders, or optimizing project performance through data-driven decision-making, KTern.AI's issue management system offers a comprehensive suite of tools and features to support project success.

Accessing Dashboards for Issue Governance

Accessing dashboards for issue governance enables users to monitor issue metrics and trends on a daily basis, facilitating proactive decision-making and issue resolution.

  1. Look Transformation Hub in the side navigation bar.

  2. Click on "Dashboard" to navigate directly to the Project Insights screen.

  3. Click on "Issues" to see the entire progress of the issue work-items.



Analyzing Data Trends for Effective Decision Making

Analyzing data trends provides users with valuable insights into issue patterns and performance metrics, empowering informed decision-making and continuous improvement.

  • Issues’ Insights allows users to filter based on status, phase, work package, assigned to, roles, and teams.

  • To track overdue data in issues, select Overdue Data from the dropdown.



  • Resource Utilization provides users with comprehensive work-item information pertaining to each member of the project team, including the total number of work-items, new, active, resolved, and approved work-items.



  • The Work Item Tracker provides users with the option to visualize the status of work items, along with the ability to download the generated graphs.



Summary and Encouragement for Effective Issue Management in KTern.AI

In conclusion, effective issue management is essential for project success in KTern.AI. This section provides a summary of key takeaways and encourages users to leverage KTern.AI's robust issue management capabilities for effective project execution.

  1. Issue Management Excellence
    KTern.AI provides a comprehensive suite of tools and features for seamless issue management, empowering users to address challenges proactively and mitigate risks effectively.

  2. Stakeholder Collaboration
    Assigning stakeholders and fostering collaboration ensures accountability and promotes efficient resolution of issues, contributing to project success.

  3. Adaptive Governance
    Modifying issue status and attributes allows for adaptive governance, enabling teams to respond promptly to changing project dynamics and stakeholder requirements.

  4. Data-Driven Decision-making
    Dashboard governance offers valuable insights and data trends, facilitating informed decision-making and optimizing project performance.

VII. Unlocking Value with Digital Labs: Maximizing Benefits 
  1. Streamlined Test Management                                                  
    Digital Labs offers a centralized repository for managing test plans, scenarios, scripts, and evidences, eliminating the need for disparate tools and manual processes. 

  2. Efficiency Through Automation
    Leverage AI-powered features to automate test script generation, execution, and defect management, reducing testing efforts and accelerating project timelines. 

  3. Enhanced Collaboration 
    Facilitate seamless collaboration among project stakeholders through granular access control, role-based permissions, and integrated communication features. 

  4. Insightful Reporting 
    Gain actionable insights into testing progress, defect trends, resource utilization, and overall project status through auto-generated reports and dashboards. 

  5. UAT Orchestration
    Streamline UAT signoffs with automated workflows, hierarchical approvals, and real-time visibility into signoff statuses, ensuring smooth project transitions and Go-Lives. 

  6. Standardize Test Processes                    
    Define standardized processes and templates for test planning, execution, and reporting to ensure consistency and efficiency across projects. 

  7. Collaborative Test Planning
    Involve key stakeholders in the test planning phase to gather requirements, prioritize test cases, and align testing activities with business objectives. 

  8.  Automate Test Script Generation 
    Utilize AI-driven capabilities to automatically generate test scripts based on business processes, reducing manual effort and ensuring test coverage. 

  9. Real-time Monitoring                                      
    Regularly monitor testing progress, defect trends, and resource utilization through the test dashboard, enabling proactive decision-making and issue resolution. 

  10. Continuous Improvement
    Collect feedback from users, analyze testing metrics, and identify areas for improvement to iteratively enhance testing processes and deliver greater value. 

Bringing improvement in Test management 
KTern.AI is an advanced test management platform that helps organizations optimize their testing process. Developed by KTern.AI, a global provider of enterprise testing solutions, KTern.AI is a powerful tool that enables organizations to streamline their testing process, improve test coverage, and reduce testing costs. KTern.AI is designed to help organizations in their digital transformation journey, specifically in their migration to SAP S/4HANA. 

Additionally, it offers a comprehensive dashboard that provides real-time visibility into the testing process, including test case status, resource utilization, and defects. Furthermore, it allows organizations to create a sign-off process for their testing process, ensuring transparency and collaboration among stakeholders. 

VIII. Integration of Digital Maps and Digital Labs 

There's an integration bot to integrate digital maps and digital labs. Once after integrating, you'll have to choose the list of business modules, which will get created as test plans and beneath that there'll be test scenarios. Thus, once the bot gets launched, under the test cockpit of Digital Labs you'll able to view the test plans and test scenarios that got created automatically. You just need to proceed with the creation of test cases. 





IX. My Portfolios - Enhanced Oversight and Governance: Insights into Project Progress    

1. Issue Log 

Issue Log offers historical data on project issues, including total issues, overdue issues, and issue statuses. By presenting issue data visually, this feature enables users to prioritize issue resolution effectively. Visualizations ensure project transparency and accountability. 






2. UAT Pulse 
UAT Pulse provides insights into test case completion and defects resolution progress. By visualizing test case and defect data, this feature enhances testing progress tracking. Visualizations ensure project transparency and accountability. 



3. Testing Pulse 

Testing Pulse offers insights into global progress on test cases and defects. By presenting test case and defect data visually, this feature enables users to prioritize testing efforts effectively. Visualizations ensure project transparency and accountability. 



4. Testing Trail 

Testing Trail provides historical data on test cases and defects, including total test cases, executed test cases, and defect statuses. By presenting test case and defect data visually, this feature enables users to track testing progress effectively. Visualizations ensure project transparency and accountability.  





X. Conclusion 

By adhering to the best practices outlined in this guide, users can maximize the capabilities of Digital Labs by KTern.AI, streamline testing processes, and ensure successful outcomes in SAP Digital Transformations. Digital Labs of KTern.AI offers a powerful suite of tools and capabilities to streamline and optimize the testing lifecycle for SAP projects. By following the best practices outlined in this guide, users can effectively leverage Digital Labs to improve efficiency, ensure quality, and achieve successful project outcomes. Whether you're a test manager, engineer, project manager, or business user, Digital Labs provides the tools and insights you need to drive continuous improvement and deliver value in your SAP testing initiatives.  


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