This article provides an overview of the roles and responsibilities of a Quality Assurance (QA) Analyst on a project, as well as their involvement in different phases of the project. It explains the mandatory and optional responsibilities of a QA Analyst, such as reporting and retesting bugs, functional testing, regression testing, and preparing testing strategies. The article also discusses the involvement of other project roles, including Project Managers, Solution Architects, Configuration Engineers, and Business Analysts. It outlines the expectations from QA Analysts in various project phases, including sales, handover, foundation sprint, preparation and setup, feature sprint, UAT, cutover, and stabilization.

Topics in this area include:

This is general info about what is QA responsibilities and what can be expected from QA Analyst during the project phases. Also other project roles responsibilities are mentioned here as they were discussed during Competence Leaders meeting.

Roles and responsibilities on the project

Note QA Analyst responsibilities can vary on different projects as sometimes we have lower allocation we would need to do everything we would like to. Therefore responsibilities for QA Analyst are divided into 2 sections - mandatory and optional.

Project role	Description	Responsibilities
Project Manager	The project manager is responsible for leading the team, defining and maintaining the project plan and timeline, managing project communications and status reporting, overseeing sprint execution and delivery, ensuring up-to-date project documentation, and selecting individuals to support pre-sales activities and SoW creation.	Lead the project team Define and maintain project plan and timeline Manage project communications, status reporting, and escalations Responsible for sprint execution and delivery (kick-off, stand-ups, etc.) Accountable for up-to-date project documentation elected individuals to support pre-sales activities & SoW creation
Solution Architect	Solution Architect oversees defining solution architecture, user story development, guiding solution development, ensuring solution quality, mentoring technical team members, and supporting scope estimations.	Define solution architecture Responsible for user story development and management (w/ Customer) Advise and guide solution development Accountable for solution quality Mentor technical team members Support scope estimations
Configuration Engineer	Configuration Engineer is responsible for configuring the solution based on design from the SA.	Configure solution according to Solution Architecture and user stories Collaborate with the project team to resolve issues Performs unit testing of the delivered solution
QA	Quality assurance (role is QA Analyst) is responsible for testing, bug reporting, retesting, and preparing testing strategy, with proper communication and documentation in X-Ray.	Mandatory: Reporting and retesting bugs Functional testing based on user stories Regression testing after bug fixes Smoke tests after deployments to a new partition Checking risks connected with testing of the solution (like not enough time for testing, repeating bugs in the same functionality, too complex user stories, …) Prepares testing strategy for the solution Documenting testing in X-Ray (test plan, test execution, test cases, bug reporting) Proper communication on the project Optional: Helping the customer with UAT testing - tips, guidelines, X-Ray demo, other support Prepare and present functional demo for the customer during Feature Sprints Help with integration testing at early stages of the project in case needed access and resources are available Create test automation scripts in Cypress for later regression testing
Business Analyst	BA is responsible for analyzing, structuring, designing, and documenting pricing processes and practices, proposing viable pricing solutions, advising on business practices, documenting pricing requirements, and serving as an intermediary between key users, product owners, and the application implementation team	Analyze as-is pricing processes and business practices Analyze and structure to-be pricing strategy and objectives Design and document to-be pricing processes and practices Understand and advise on business practices of similar companies from earlier (Pricefx) pricing implementations Propose viable pricing application solution options & approaches Document pricing requirements into Epics and user stories Be the intermediary between business key users, product owners and the application implementation team

Project phases and QA involvement

Here is an overview of what is expected from QA Analyst on the project. It is mainly focussed on different phases of the project, but please be sure expectations from QA Analyst is also connected with allocation on the project, as all QA work should be billable on the project:

Sales

nothing is expected from you here to test
occasionally experienced QA Analysts can be asked to answer some question from the customer - typically about our QA methodology, our tools or about some specific testing scenarios

Handover

if you are part of handover meeting, your goal is just to listen and get the basic knowledge about the customer and his needs

Foundation Sprint

During the kick-off meeting be there to listen and gain first information about the project, scope, customer needs, potential risks, customer’s experience in software testing, …
In case you have an opportunity, check with the customer his view on UAT, and offer him help (test management, reporting bugs, preparing for UAT, tips and tricks are just few topics to discuss). If the customer is interested in some help but you don’t feel comfortable discussing the topic with him, ask your Competence Leader or Principal/Senior QA Analyst for help.
In case the customer is interested, test automation discussion can start here, even a first Cypress demo can be organized to clarify benefits and answer all customer’s questions

Preparation and Setup

Start collecting data for testing
Start preparing test approach based on what you already know about the project - like which modules will be under development, which tools will be needed for testing and administration
Continue checking UAT with the customer, at this moment it is more about checking the customer is slowly moving to the UAT - like he knows who will test them, which tools will be used, …
Check if requirements and acceptance criteria are understandable and clear, otherwise clarify them with SA or the customer
Make sure X-Ray is available and correctly configured for your project - ask your Competence Leader or let PM ask IT via Helpdesk ticket

Feature Sprint

In case the project starts here for you, make sure X-Ray is available and correctly configured for your project - ask your Competence Leader or let PM ask IT via Helpdesk ticket
Make sure “Test Plan” and “Test execution“ are prepared for the project. There should be one “Test Plan” for the whole project and one “Test execution“ for every Feature Sprint.
Prepare test cases (Issue type = “Test“) for every user story, discuss what is unclear with SA, CE or with the customer. Note that everything must be documented in JIRA, you should not have any “secret“ testing files on your computer
- what to test and what are expected results - the best approach is to use just Description field
- any important information needed for testing
Make sure your test cases are properly linked to the correct user stories, Test Plan and Test execution, so it is clear what is being tested on the project
The functionality should be described as user stories in JIRA, in case something is missing in the description or you need to clarify something before you finalize your test cases, ask your CE or SA. The best way is to do it via Teams or on a project team meeting
When the functionality is developed, test according to prepared test cases (typically on dev partition) and document the results (screens/videos, used data for testing, comments about testing, correct status of test case)
In case you find an issue, document it properly in JIRA
- describe the observed behavior and expected behavior in the user story comments. Attach screens/videos or other useful files and don’t forget the steps for reproduction.
- assign the user story to CE who did the development
- change the status of the user story to Rejected
- when a complex issue was found by you or you already reported the same issue several times, discuss the situation with your PM and agree with him how to report it so it is fixed properly.
In case there are no issues after testing and all tests passed, document it properly in JIRA
- document what you tested in the test case - data you used, screens from your testing, any other info about your testing
- mark the test cases as passed
- change the status of the user story to “Accepted dev“
- assign the user story to SA (or to somebody who will do the deployment to qa partition)
After user stories are deployed to qa partition, retest the functionality briefly directly on qa partition - before the customer start testing
After user stories are deployed to qa partition and checked by QA Analyst, customer should do his part of testing to check the user stories meet defined Acceptance Criteria and to formally accept the user stories before UAT phase. Note the customer is always testing just on qa partition during the project.
You can be asked to prepare a functional demo for the customer
- based on what was developed in the Feature Sprint
- just functional demo is typically expected - not a business discussion
- typically on qa partition
- have data, workflows, dashboards, … prepared before you start the demo - in that case you will have more confidence and you will be sure the functionality works correctly
you can be asked to help the customer with UAT preparation
- demo of test management tool (X-Ray)
- tips and recommendations for UAT
- questions and demos of testing
- templates for testing
- note that a lot of documents are prepared in Confluence or on Sharepoint - if you need help, contact your Competence Leader

UAT

Before UAT - you can check with your PM and offer the customer help with UAT preparation, if the customer is interested in your help. Possible areas to share/discuss are:
- preparing test cases for UAT - note they should be prepared based on E2E use cases and they should not just repeat testing from Feature Sprints
- how to organize UAT (prioritization, reporting bugs, test sets, code freeze)
- what is needed for UAT testers (training, access, testing knowledge, UAT expectations)
- using test management tool (X-Ray) for UAT
- templates or our test cases as examples of test documentation
During UAT - the customer is responsible for testing during UAT, so typically our testing during UAT phase is focussed just on retesting fixes and helping to our project team:
- regression testing to be sure a new issue was not introduced because of some code change
- smoke test on qa partition after deployments
- retesting of issues reported by the customer and sharing details with our CEs
- in case the customer is using X-Ray for test management, you can help PM with checking the progress of UAT testing
- in case the customer ordered a test automation package, the scope should be finalized here and the development should start

Cutover

Typically QA Analysts are not involved in this phase
In case the customer ordered a test automation package, the development should continue here and first tests should be handed over to the customer

Stabilization

Typically there is nothing to be tested in this phase, only exception can be when Go-Live was agreed with some bugs. Those known bugs are then fixed during Stabilization and then they need to be retested.
In case the customer ordered a test automation package, the development should be finalized here and tests should be handed over to the customer

General Information