Qualitative Smoke Testing

Sometimes, digital experiences are so vast and issue-ridden that it’s hard to know where to begin improving them. With dozens of features and interactions to evaluate, diving into usability testing without structure can feel overwhelming.

To tackle this, I’ve been experimenting with a method that combines smoke testing—a quality assurance technique—with usability testing. This hybrid approach helps teams systematically identify pain points before moving forward with deeper product research.

The Qualitative Smoke Test is designed to methodically examine each interaction in a digital experience, surfacing usability issues early and helping teams prioritize where to focus their research efforts in large-scale projects.

Disciplines: Product Research & Quality Assurance

A filled out qualitative smoke test spreadsheet.

A filled-out Qualitative Smoke Testing spreadsheet.

What Is Smoke Testing?

Smoke testing is a software testing process that rapidly verifies the most critical aspects of a program, identifying any “showstoppers”—issues so severe that they render a feature or function unusable.

Typically, smoke tests are structured in a spreadsheet format, where each major functionality is listed alongside step-by-step actions for testers to follow. Testers execute each step, marking it as a “pass” or “fail” depending on whether it works as expected. Comments may be added if further clarification is needed.

This structured approach allows teams to quickly assess the core functionality of a system. By breaking down complex testing into small, manageable steps, teams can divide and conquer efficiently, ensuring rapid issue detection and resolution.

Why Combine Smoke Testing with Product Research?

When conducting usability testing, you want to make the most of your time with research participants, focusing on interactions that might be causing the most friction in your system. However, in large, complex digital products with numerous pain points—some of which may still be hidden—determining where to begin can be overwhelming.

I first experimented with integrating smoke testing into product research while working on a student app redesign project. My team was in the generative and alignment stage of research, and we didn’t know what we didn’t know—meaning we had no clear direction on which interactions we should prioritize during usability testing.

That’s when I recalled how quick and effective smoke testing had been during my time in quality assurance, helping surface major software issues in a structured, methodical way. I realized that if adapted for qualitative insights, it could serve as a powerful research tool. So, I created my first qualitative smoke test spreadsheet.

We completed the first qualitative smoke test in under an hour, identifying clusters of pain points across the application. While we did uncover some bugs, the primary focus was on how each function and task felt to us as users. This process helped align our team and streamlined usability testing, shifting it from a guessing game to a methodical approach with clear focus areas.

The qualitative smoke test method is designed for projects where the sheer scale of a digital product—and its issues—become barriers in themselves. By using this approach, teams can align internally before engaging research participants, ensuring their usability tests are structured, insightful, and impactful.

A filled out qualitative smoke test spreadsheet.

A filled-out Qualitative Smoke Testing spreadsheet.

Method Inspiration

In adapting smoke testing for usability research, I drew inspiration from user surveys to shift this traditionally binary testing method into something qualitative.

To introduce a more nuanced evaluation, I opted for a survey rating scale—something simple yet effective in capturing testers’ impressions. This led me to choose between ordinal Likert scales and non-Likert ordinal scales.

I ultimately selected a non-Likert ordinal scale with the values: Excellent, Good, Neutral, Not that good, and Terrible. This structure balanced ease of judgment with clarity, allowing testers to quickly assess interactions without overcomplicating the process.

Replacing the traditional pass/fail system with this scale not only highlights problem areas but also adds layers of priority and qualitative insight, making the results more actionable.

How to Use – Setup Stage

For ease of use, I’ve included a link to my qualitative smoke test template here. Feel free to copy, edit, and use it for your projects!

The setup phase involves breaking down your product’s major pages, identifying key functionalities within each, and outlining the steps required to complete them. This structured approach ensures a thorough, methodical review.

  1. List major functionalities – Add these to the Test Case column of the spreadsheet.
  2. Outline step-by-step interactions – Record each action needed to complete the functionality in the adjacent columns.
  3. Define expected results – In the Expected Result column, briefly describe what should happen when each step is completed.
A blank qualitative smoke test spreadsheet.

A blank Qualitative Smoke Testing spreadsheet.

For example, if a homepage feature allows users to contact a business owner via a button in the navigation bar, the smoke test might look like this:

This structured setup ensures consistency and clarity when conducting the test, making it easier to identify usability pain points efficiently.

How To Use - Implementation

Once the spreadsheet is set up, divide pages and functionalities among your team as needed. Have team members systematically test each functionality and step as outlined.

For each step, testers should rate their experience in the "Rating" column using the values: Excellent, Good, Neutral, Not that good, and Terrible—depending on how the interaction feels.

In my template, conditional formatting visually distinguishes ratings for quick reference:

  • Excellent → Dark green
  • Good → Light green
  • Neutral → Yellow
  • Not that good → Light red
  • Terrible → Dark red

Testers can also note the actual result (especially for Not that good or Terrible ratings) in the "Actual Result" column. If the expected and actual results align, my team used a simple "<" symbol for quick notation. Any additional insights or observations can be added in the "Comments" column.

A color guide for the qualitative smoke test spreadsheet, with colors for Excellent, Good, Neutral, Not that good, Terrible

The color key of the Qualitative Smoke Testing spreadsheet.

Analysis and Interpretation

Once testing is complete, review the spreadsheet to identify which functionalities are causing the most pain points. Functions with multiple steps rated Not that good or Terrible clearly indicate friction in the user experience, while those rated Good or Excellent suggest they are (so far) non-issues.

For areas of concern, reference the "Actual Results" and "Comments" columns. These insights will:

  • Highlight key interactions to observe during usability testing.
  • Pinpoint root causes of friction for targeted problem-solving.
  • Provide inspiration for refining and improving the experience.

Using the qualitative smoke test as a first step allows your team to align on priorities before diving into usability testing and broader research efforts—ensuring a more structured and efficient approach to improving the product.

A filled out qualitative smoke test spreadsheet.

A filled-out Qualitative Smoke Testing spreadsheet. In this, the Joining Groups test case is clearly a pain point for testers.

Final Thoughts & Future Improvements

The qualitative smoke test is a fast, comprehensive, and structured approach to making sense of a large digital product with multiple potential pain points. It’s particularly effective in the generative and alignment stages of product research, helping teams clarify internal goals and determine how to proceed with further testing.

Key Strengths:

However, this method isn’t perfect. Due to its rapid testing nature, there’s limited room for detailed tester feedback at each step unless an issue is critical. Because of this, the qualitative smoke test is not ideal for direct user testing, as actual users’ time is better spent providing rich insights through usability testing and interviews.

Future Development

I plan to continue refining this method by:

  • Creating a more comprehensive guide for implementation.
  • Experimenting further with product design teams to assess effectiveness.
  • Exploring its suitability for external users by testing the method outside of product teams and gathering feedback on its use.

With continued iteration, the qualitative smoke test has the potential to bridge the gap between internal research and user-focused testing, making it a valuable tool for improving large-scale digital experiences.

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