Test Management

Improve product quality by adopting a systematic approach to verifying that products meet business, user, market, and regulatory requirements.

What is test management?

Test management is the practice of managing all aspects of the testing lifecycle, including test case authoring, test suite organization and change management, and test execution, to verify product functionality, safety, performance, security, and availability. Test management can be applied to products, software, systems, and more.

Why is test management important?

Test management helps ensure that products, software, and systems meet agreed-upon requirements. It empowers teams to bring quality products to market faster at a lower cost. Mature test management practices help teams and organizations build a culture of quality, a foundational principle of successful products and companies. 

Why is test management important in SDLC?

Test management plays an essential role in the software development lifecycle (SDLC). Here’s why it’s so important:

Quality assurance

Rigorous testing helps to identify and correct bugs before they get to customers, ensuring the delivery of high-quality software.

Improved collaboration

Test management enables real-time visibility and provides a centralized location for team members to help improve the feedback loop, resulting in better collaboration for higher quality output.

Risk mitigation

Test management helps mitigate risks by catching any errors or defects throughout the software development lifecycle, improving collaboration across teams, and helping to minimize risk with a shared central knowledge base.

Compliance and security

Regulators rely on easily traceable tests and validation of each requirement in a software system. Test management helps to keep track of each test and subsequent validation for more simplified compliance.

Challenges in test management

Human factors

With manual hand-offs for testing and validation, errors are more likely to occur, things get missed, and quality isn’t assured. With test management software, automation helps to check the potential for human error.

Tool limitations

Do your tools meet your needs for test management? Some point solutions may not be able to manage testing and validation, especially for complex requirements and regulatory compliance.

The benefits of software test management and quality assurance

Improve Product Quality

Adopt a systematic approach to verifying that products meet user, market, and regulatory requirements.

Reduce the Cost of Quality

Reuse test assets, automate test tasks, and find errors earlier—when they are less costly to fix.

Shorten Product Cycle

Reduce technical debt and speed product delivery by optimizing quality at every stage of the product lifecycle.

Meet Regulatory Requirements

Meet regulatory functional requirements, document adherence with test management best practices, and manage regulatory audits with confidence.

Achieve Competitive Advantage

Analyze trends, improve customer satisfaction, and earn market preference by consistently delivering quality products.

What is the test management process?

While the test management process varies, most include the following:


The planning process for test management includes:
  • Risk analysis
  • Test estimation
  • Test planning
  • Test organization
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Execution for test management includes:
  • Test monitoring and control
  • Issue management
  • Test report and evaluation
  • Regression testing
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Create test cases and test scripts that describe how a test will be conducted and define success criteria. Test cases define manual tests, while test scripts specify automated tests. Both should link to originating requirements.


Organize test cases and test scripts into test suites that exercise related sets of functionalities. Test assets can be parameterized, branched, and merged to accelerate test preparation and respond to changing requirements.


Analyze test results, quality trends, team velocity, and test coverage. Conduct root cause analyses and experiment with new ideas to continuously improve quality.

Test management tools: Codebeamer

In the digital era, product quality is the new currency. Ensure lifecycle-wide adherence to the highest quality standards with Codebeamer. Codebeamer is a requirements, risk and test management solution that helps teams integrate quality goals with daily activities. Parameterize, branch, merge, and control test assets. Automate test case creation from requirements, and automatically generate tasks from failed test cases. Gain 360-degree visibility of product quality and achieve more predictable release cycles. Benefit from closed-loop integration with the PTC engineering digital thread. Codebeamer helps build a culture of quality throughout your organization.

Frequently asked questions

What are common testing categories?

While not a complete list, common test categories include:

  • Unit testing – Testing isolated to a specific method or component
  • System testing – Testing that exercises an entire system
  • Security testing – Testing focused on the authorization, sign-on, threat mitigation, and security of a product or system
  • Usability testing – Testing focused on understanding and improving the user experience
  • Regression testing – Testing that focuses on ensuring changes didn’t inadvertently introduce defects
  • Integration testing – Testing designed to exercise the connections between components
  • Automated testing – Testing performed by computer systems trained to exercise products and systems, record results, and send error notifications
  • Manual testing – Testing performed by people who manually interact with products and systems, and record results
  • Acceptance testing – Testing focused on verifying quality assurance from an end user’s perspective, typically performed prior to release