Software as a Service applications are constantly evolving to continue to provide customers with new features and improvements to highly used existing features. These changes may be obvious to an end user or may be more subtle changes of the HTML to make the application work more efficiently.
These changes are generally handled by the application developer themselves, without action needed from the customer. However, when multiple software applications are connected at the customer level, the customer may need to perform regular software maintenance that coincides with releases. A common example of this is a database application that pushes and pulls data from multiple user-facing applications.
Most applications make updates via scheduled releases throughout the year and, on average, provide these updates to their customers a month in advance of the production release to ensure time for proper testing. These releases may be categorized differently depending on the application vendor, but they usually are one of the following:
Different environments are generally used to signify different levels of end user software readiness. At the most basic level, applications will have a production environment and a sandbox/preview environment.
In reality, there may be many different types of sandbox/preview environments for a application: some use real data or test data, some closely mirror production, and some differ significantly. Sandbox/preview environments can also have different release schedules which will affect your ability to test application updates. Due to this, it is important to understand your environment hierarchy so that you can ensure your WalkMe content will perform as desired in your production environment.
WalkMe recommends that you build and test your content on a sandbox/preview environment that is as close to the production environment as possible. For major application releases, it is recommended that you test on an environment that has the new updates and is as close a representation as possible to what the updates will look like in production.
Once you understand your application release schedule and your environment hierarchy, you can plan when and where to check your WalkMe content to ensure that it evolves alongside your application. For quality assurance testing best practices, please check out this article!
WalkMe recommends you choose 30 of your most important WalkMe items (use Insights usage or business goals to prioritize) and play them on the current version of your application 1-2 weeks prior to a scheduled major release. Then, as soon as you have access to the upcoming release, play those same 30 items on the new version. This will let you better understand exactly what has changed in the newest release vs. what may have been a previously unnoticed defect.