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What is Beta Testing?

Beta testing involves sending the product to beta test sites outside the testing environment for real world exposure. Many people have come across beta testing in real life situations – it could have been anything for one of your favourite games or your favourite android/I Phone/Tablet, etc.

Most people understand beta testing as a pre-release version of software.

Beta testing is the procedure of subjecting a software product to test by real clients in the real/virtual surroundings before its release.

It adds a key measurement to quality testing, by testing the product under a wide spectrum of situation that can't be reproduced in a lab setting.

The following flow chart illustrates about the role of beta testing with its emphasis to Software Development Life cycle.

Beta testing is also referred by few other names like

  • User Acceptance Testing
  • Customer acceptance Testing
  • Customer Validation
  • Field Trails which is common in Europe countries
  • Pre-Release

When Beta Testing is performed?

  • It is the final product for testing before shipping a product
  • Generally begins after an internal alpha test
  • Begins when the product is at or near future complete
  • Includes existing and targeted prospective customers
  • Commonly establishes quality improvement
  • Establishes a final assessment of the product prior to release
  • Extends QA testing (but should never replace it)

Types of Beta Testing

There are many different types of beta tests and each of it has different sets of challenges, goals, and benefits.

Any individual product test is likely comprised of these

  • Type of the product
  • Target market
  • Primary goal
  • Test Phase

What is Beta Testing? Learn in 5 Minutes

The above stated example illustrates a traditional performance-based hardware beta test aimed in the business market

Everyone see the value of beta differently. It will help achieve unique goals for Product Management, Marketing, Engineering, Executive level, Quality & Sales team

Tools for Beta Testing

Beta testing is a highly unique process that includes individuals ranging a variety of disciplines including your customers Effective Tools. It can contribute greatly to the success of a beta test such as

  • Shorten beta cycles
  • Reduce Time investment
  • Increase Tester Participation
  • Improve feedback quality
  • Increase Visibility

Productivity Tools

The productive tools that can be used actively are mail, Spreadsheets, Word Processors, etc.


  • Extremely expensive (you probably have them)
  • No learning Curve


  • No means of communication among beta testers
  • Not Sufficient for a team environment (little to no visibility or accountability)

Non-Beta Software & Services

While some of the Non-Beta software tools, which can be useful are BugZilla, JIRA, Survey Monkey, Get satisfaction Word press, etc.


  • Inexpensive
  • Easily accessible
  • Many choices


  • Utilizing of multiple systems
  • Difficult to manage/product fragmented data

Commercial Beta Management Tools

Commercial Management tools examples :-VC ONLINEFMS, BETA EASY, etc.


  • Built for beta (community agreements, CMS, Surveys, feedbacks, forums, reporting)
  • Low learning curve for customers/testers
  • Flexibility to meet evolving requirements integration with the Existing tools


  • Niche offering with few vendor options
  • Likely more costly than Single-function tools
  • New application to adapt

Beta Testing Process

In this section, we will focus on the Beta testing process step by step as mentioned below

  1. Beta Testing process
  2. Beta Test plan

Beta Testing Process

There are numerous ways to conduct and manage a beta test, but a truly and effective way of beta process comes with a plan.

There are six phases in a Beta Testing process they are:

  • Project planning
  • Participant Recruitment
  • Product Distribution
  • Collecting Feedback
  • Evaluating the Feedback
  • Beta Conclusion

Project Planning

In the project planning phase, one needs to define the goals of the beta testing.

By defining your goals in advance, you will be in a better position to understand how many people must be selected for the beta process. A project timeline must be established during the Project Planning.

Participant Recruitment

Beta testing begins with the choice of test candidates. Most private beta tests incorporate anywhere in the range of 10 to 250 members.

Product Distribution

Next stage is product distribution, test items are disseminated to beta members. Beta Testing is best when a complete bundle including every single proper material (programming, equipment, manuals, and so forth.) are sent to members.

Collecting and evaluating Feedback

Once your members begin to use the beta item comments needs to be accumulated rapidly. This input comes in numerous profitable structures including bug reports, general remarks, cites, proposals, studies, and testimonials.

A beta test gives an abundance of information about your item like bugs, client bolster information, vital deals data and how your clients view it. All input ought to be deliberately checked on in view of its effect on the item and applicable groups.

Beta Conclusion

At the point when a beta test arrives at a conclusion. This implies giving comment to the members about their issue entries, overhauling them on the status of the item, and taking an ideal opportunity to thank and remunerate them for their exertion.

Beta Test Plan

While there are numerous ways to structure a Beta Test Plan however, a cost effective standard Beta Test Plan need to have the following Components such as

Writing your Beta Test Plan includes:

Budget: Recognize any expenses connected with the beta including apparatuses, beta units, shipping logistics, and Incentives

Product Definition: Develop and blueprint of the item itself including the data with respect to its current State (i.e alpha, beta 2 abnormal state modules and so forth

Test Parameters: Plot the essential extent of the task including the aggregate number of beta testers venture calendar and Mile stones.

Target Market Definition:

Define the target area for your software product.

Test Goals: List the unique goals of the project that includes quality improvement Interface, acceptance testing and support infrastructure collecting the customer suggestions and recording testimonials. Also includes the area of the module to be tested

Project Stake holders: Characterize the obligations of those included in the undertaking, define how input will be overseen as it changes hands and advances

Initial testing activities: Arrangement of the introductory exercises, which will be performed all through the beta testing process which incorporates bug reporting, highlight demands gathering dialogs, review fulfillment, and allocated undertakings.

Getting Ready for Beta Testing

The test product or item is in a state that is prepared to be tried. Following are the checks, we will perform on the product.

Product Readiness Checklist

The designing group has checked that all parts of the item are prepared to start beta testing.

  • Helper pieces/parts (paperwork that proves or supports something and so on.) It defines what will be sent to analyzers.
  • The out of the container experience has been effectively checked on, including setup, establishment, and documentation.
  • Essential item usefulness has been effectively checked on (every key element are working) by item administration.
  • Known bugs which couldn't be tended to preceding beta should be archived and conveyed to analyzers.
  • The uninstall process (if material) has been effectively checked.

Tester Readiness Checklist

  • Detail about the meeting required for the task
  • Precise contact data and locations (if testing equipment) have been confirmed for all analyzers
  • Non-exposure and beta investment understandings have been clarified in plain English, marked, and returned by all analyzers.
  • Obligations and the task plan have been unmistakably imparted to the analyzer group.
  • Analyzers see how to utilize the frameworks accommodated criticism.
  • Ensure that the assets needed by analyzers to do their obligations are effectively available and straightforward.

Beta Test Management

There is a wide assortment of exercises your beta testers would be more than willing to take an interest in with the objective of enhancing your item.

The most normal exercises are:

  • Bug Reports
  • Feature Requests
  • Forum Discussions
  • Assigned
  • Tasks
  • Daily Journals
  • Surveys and Polls
  • Testimonials
  • Wiki Collaboration
  • Tester Calls
  • Site Visits

Throughout the following few pages, we'll cover each of it

Bug Reports

Bug reports are gathered in almost all beta tests. The accompanying are tips for gathering beta bugs:

  • Bug reports for beta analyzer are mostly easier than those prepared via QA staff.
  • Bug report allows analyzers to join records (logs, screenshot, etc.) These records portray bug more compactly than the analyzer might have the capacity.

Feature Requests and Forms

Given the close element complete condition of most beta tests, the objective of highlight solicitations is to get an early understanding into client prerequisites for future modifications of the item.

Gathering Discussions

Social gatherings in beta tests

  1. Increase interest by furnishing analyzers with a feeling of group, and motivation to continue utilizing and examining the item
  2. Reduce beta administration and bolster necessities by permitting analyzers to back one another
  3. Provide a basic component for facilitating coordinated discourses (e.g. an online center gathering) and
  4. Help diminish classification liabilities by giving analyzers a controlled outlet to express their fervor, lessening their desire to do as such on people in general Internet.

While discussions are an incredible apparatus in beta testing, they're an exceptionally wasteful method for overseeing bugs and highlight demands.

Task and Journals

Every day Journals Daily diaries are plain/honest/easy way or approach to building support. Usually they consists of a form that ask to rate users experience on scale of 1-5.

For the return of bugs, the task should be pushed away to couple of analyzers that would be cautious and wise to take care of business.

During beta test, daily journals is the effective way to communicate with the analyzers.

Survey and Testimonials

Surveys are an awesome approach to both gather input and keep analyzers connected with all through your beta test. These are the most ordinarily used techniques to catch conclusions (about elements, usefulness, or execution), or to gather particular criticism about issues (bugs, and so forth.) distinguished all through the undertaking.


Most beta testers are more than willing to share their fervor for your item. Testimonials are for the most part gathered toward the end of a beta test and ought to incorporate a disclaimer that portrays how the testimonial will be utilized.

Wilds, Calls, and Visits Wikis

Shared wikis are an extremely contemporary beta action. These are a superb approach to give clients another method for input while specifically adding to the change of your item.

Analyzer Calls

Client phone calls (counting either single or numerous analyzers) offer direct constant input, like a center gathering. Client calls additionally expand interest rates by showing the high estimation of the beta analyzer and their criticism.

Site Visits

Whenever possible, going to a beta client is an extraordinary way pick up a direct comprehension of the customer experience. Like client calls, client visits can expand analyzer cooperation.

Tips for Tester Management

Some tips that can be useful for tester management while beta testing

  • Express expectations early on and throughout
  • Consistently encourage confidentiality (require NDAs, etc.)
  • Balance gratitude with expectations
  • Keep testers involved with ongoing activities
  • Keep testers updated regarding project progress
  • Offer a simple method for testers to provide feedback
  • Allow testers to communicate amongst themselves
  • Respond quickly to all issues and requests
  • Contact inactive testers directly (by phone if possible)

Closing Phase

Keys to close a Beta Test:

  • Give your analyzers time to submit last issues. For the most part, it's best to give your analyzers no less than three days' notification before the end of a task.
  • Sliced off analyzer access to submit issues. Once your end date has been achieved, it's essential to cut off input.
  • Close all open issues. Audit and close any remaining input. This ought to be done rapidly in the event that extra data is required before you put some distance between your analyzers.
  • Offer analyzers a basic intends to give back the item. In the event that the item is equipment based, make certain to give return directions (analyzers ought to never manage any cost).


Incentives are amazingly imperative to your beta test.

  • Include various levels of motivations in light of execution.
  • Ensure motivations match cooperation necessities.
  • Reward all who meet those levels. For the most part, a "main 10" methodology is not as effective as levels. if everybody gave mind blowing input, everybody merits a recompense.
  • Distribute incentives rapidly
  • If conceivable, thanks, analyzers exclusively. An individual touch goes far.

Developing a Closure Report

Since your testers are upbeat, a conclusion report gives a review of the after effects of the beta test.

  • Add to an official outline of the venture
  • Archive key issues found
  • Archive often asked for components
  • Archive overview results (with pretty diagrams)
  • Archive top testers and motivations compensated
  • Guarantee all divisions acquire a report

Elements for Beta success

  • A Detailed Plan
  • A strong arrangement gives a reasonable guide to everybody included.
  • All inclusive Buy-In a group that puts stock in beta will be considerably more ready to offer assistance.
  • Incredible Testers – the wrong analyzers can deliver pointless results.
  • Correspondence provides normal reports on timetables, obligations, and advancement
  • Responsiveness makes analyzers feel included as key individuals from the group
  • Usage of Powerful Tools
  • Association effectively deals with the gigantic measure of information produced in beta.
  • Incredible incentives to great analyzers worth awesome prizes.

Major Challenges for Performing Beta Testing

  • Dedicating Qualified Resources: - Beta testing generally happens at the least opportunities, when the product team is having a lot of wild and hurried activity trying to close up every loose end and has a little time or energy to focus on beta
  • Recruiting the Skilled Beta Testers: - Finding an adequate pool of targeted but unbiased testers is a difficult task
  • Collecting relevant Feedback : - Not all feedback is valuable, any feedback which helps to improvise the quality of the product will be accountable
  • Organizing and distributing Feedback : - Distributing the right feedback to the right people is a complicated and time-consuming task.

Top Ten Beta Mistakes

What is Beta Testing? Learn in 5 Minutes

  • Lack of Universal beta program Support
  • No well-defined plan
  • Underestimating ramp –up time requirements
  • Releasing a Non-viable product to the Beta test
  • Too few or too many beta testers
  • Test period is too Short or two long
  • Poorly motivated and/or managed testers
  • Ineffective tools resulting lost time and feedback
  • Failing to manage feedback effectively
  • Badly managed Incentives


  • Beta testing is the procedure of subjecting an item to testing by real clients by exposing it to real world
  • Beta testing is also referred by few other names like User acceptance Testing, Customer acceptance Testing, Field Trails, Pre-Release, etc.
  • Begins when the product is at or near future complete
  • The productive tools that can be used actively are mail, Spreadsheets, word processors, etc.
  • While some of the Non-Beta software tools, which can be useful are BugZilla, JIRA, Survey Monkey
  • Beta testing process involves two steps,
    • Beta Testing process
    • Beta Test plan

This article is contributed by Pradeep Yarra


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