Runsheets (aka Standard Operating Procedures_

Standardised Operations (SOPs) & Runsheets for Test Environment Management

FEB, 2023

by Andrew Walker.

 

Author Andrew Walker

Andrew Walker is a software architect with 10+ years of experience. Andrew is passionate about his craft, and he loves using his skills to design enterprise solutions for Enov8, in the areas of IT Environments, Release & Data Management.

 

 

 

Standard Operating Procedures (SOPs), aka Runsheets, are an important part of any organization’s technology and management of the IT & Test Environments. SOPs provide a framework for consistent and efficient operations, while also reducing risk and cost savings.

 

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This paper will discuss the benefits and challenges of implementing SOPs in technology & management of the IT & Test Environments.

Overview of Standard Operating Procedures

Definition of Standard Operating Procedures (SOPs)

Standard Operating Procedures (SOPs) are a set of written instructions that document the steps required to complete a task or process. SOPs provide a consistent approach to completing tasks and processes, while also reducing risk and cost savings. SOPs are used in many industries, including technology & management of the IT & Test Environments.

The Need for SOPs in Technology & in the Management of the IT & Test Environments

Standard Operating Procedures (SOPs) are a set of written instructions that document the steps required to complete a task or process. SOPs provide a consistent approach to completing tasks and processes, while also reducing risk and cost savings. SOPs are used in many industries, including technology & management of the IT & Test Environments.

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Benefits of SOPs

Standard Operating Procedures (SOPs) provide a number of benefits when implemented in technology & management of the IT & Test Environments. These benefits include:

A. Improved Efficiency and Productivity

SOPs provide a consistent approach to completing tasks and processes, which can lead to improved efficiency and productivity. By following SOPs, employees can complete tasks more quickly and accurately, resulting in increased efficiency and productivity.

B. Reduced Risk and Cost Savings

SOPs provide a framework for consistent and efficient operations, while also reducing risk and cost savings. By following SOPs, organizations can reduce the risk of errors and mistakes, which can lead to cost savings. Additionally, SOPs can help ensure compliance with industry regulations and standards.

C. Improved Quality Control and Compliance

SOPs provide a framework for consistent and efficient operations, while also reducing risk and cost savings. By following SOPs, organizations can reduce the risk of errors and mistakes, which can lead to cost savings. Additionally, SOPs can help ensure compliance with industry regulations and standards.

D. Increased Visibility and Accountability

SOPs provide a framework for consistent and efficient operations, while also increasing visibility and accountability. By following SOPs, organizations can ensure that tasks are completed correctly and on time, while also providing a record of who completed the task. This increased visibility and accountability can help ensure that tasks are completed correctly and on time.

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Challenges of Implementing SOPs

Standard Operating Procedures (SOPs) provide a number of benefits when implemented in technology & management of the IT & Test Environments. However, there are also a number of challenges associated with implementing SOPs. These challenges include:

A. Time and Resources Required to Develop SOPs

Developing SOPs can be a time-consuming and resource-intensive process. Organizations must dedicate time and resources to developing SOPs that are comprehensive, accurate, and up-to-date. Additionally, organizations must ensure that SOPs are regularly updated as technology changes.

B. Difficulty in Ensuring Adherence to SOPs

Once SOPs are developed, organizations must ensure that employees adhere to them. This can be difficult, as employees may not be familiar with the SOPs or may not understand the importance of following them. Additionally, organizations must ensure that SOPs are regularly updated as technology changes.

C. Difficulty in Updating SOPs as Technology Changes

As technology changes, organizations must ensure that SOPs are regularly updated. This can be difficult, as organizations must dedicate time and resources to developing new or updated SOPs. Additionally, organizations must ensure that employees are trained on new or updated SOPs.

D. Difficulty in Training Employees on New or Updated SOPs

Once SOPs are developed, organizations must ensure that employees are trained on them. This can be difficult, as employees may not be familiar with the SOPs or may not understand the importance of following them. Additionally, organizations must ensure that employees are regularly trained on new or updated SOPs as technology changes.

Example of a SOP / Runsheet

In Test Environemnts Management, a good use of a Standard Operating Procedure woul be a Test Environment Shakedown.

And the Runsheet might look a bit like this:

Name: CRM Test Instance Shakedown

  • Select the CRM Test Instance required e.g. UAT
  • Check System Instance is Available by Login
  • Check Test Users have Access
    > Refer Booking Request for Specifics of users.
  • Check Test Data Loaded
    > Refer Booking Request for Specifics of data.
  • Test Instance is Functional by running a E2E Transaction
    > Use: CRM weekly call report.
  • Take a “snapshot” / backup of Instance
    > Note: This allows us to rollback/restore during test cycle.
  • Send out “shakedown” notification of success to stakeholder.
  • If good, tell Test Team they can commence QA cycle.

Simplify your SOP objectives via a Runsheet Management Tool

A tool like Enov8 Enviornment Manager, with inbuilt Runsheet Management capability, can help simplify the process of implementing SOPs in technology & management of the IT Environments. Whether the tasks are manaual or automated, the Enov8 solution provides a centralized platform for creating, managing, and tracking SOPs real-time. Additionally, this tool can help ensure that SOPs are regularly audited and updated so they never get out dated.

Enov8 Environment Manager, Runsheet: Screenshot

Enov8 Runsheet Screenshot

Conclusion

Standard Operating Procedures (SOPs) provide a number of benefits when implemented in technology & management of the IT & Test Environments. These benefits include improved efficiency and productivity, reduced risk and cost savings, improved quality control and compliance, and increased visibility and accountability. However, there are also a number of challenges associated with implementing SOPs, including the time and resources required to develop SOPs, difficulty in ensuring adherence to SOPs, difficulty in updating SOPs as technology changes, and difficulty in training employees on new or updated SOPs. A tool like Enov8 Environment Manager can help simplify the process of implementing SOPs in technology & management of the IT Environments.

Other Reading

Enjoy what you read? Here are a few more articles that you might find interesting.

Enov8 Blog: Test Environment Management Explained.

Enov8 Blog: Test Environment Planning & Coordination

Enov8 Blog: Test Environment Management Modelling

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