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What is Hybrid Testing? A Complete Guide

Hybrid testing is the testing approach which balances manual with automated testing to achieve the best of both worlds.

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Hybrid testing strategically blends manual and automated approaches, recognizing that comprehensive software quality demands both human ingenuity for exploratory and nuanced scenarios, and machine efficiency for repetitive, large-scale execution. This integrated strategy overcomes the limitations of relying solely on either method, optimizing test coverage and resource allocation for robust software development.

  • Plan and Prioritize Automation: Thoroughly evaluate test case feasibility at the planning stage, dedicating automation to repetitive, high-impact tasks such as regression, smoke, and sanity tests. Reserve manual testing for exploratory, nuanced, or rapidly changing areas, aiming for an optimal balance, typically around 70% manual and 30% automation.
  • Select Appropriate Automation and Management Tools: Choose automation frameworks or tools based on team capabilities and project scope, balancing the control of open-source options with the integrated scalability of all-in-one solutions. Ensure robust test management is in place to track results and coordinate both manual and automated execution effectively.
  • Integrate Best Practices and Shift Left: Adopt a 'manual first, then automate' approach to establish a baseline understanding, and automate tests regardless of initial pass/fail to manage tech debt. Leverage CI/CD pipelines for immediate feedback and, critically, engage QA teams early in the development lifecycle to identify automation candidates and streamline efforts.
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What is Hybrid Testing? A Complete Guide

What is Hybrid Testing? A Complete Guide

QA Consultant Updated on
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Hybrid testing is the testing approach which balances manual with automated testing to achieve the best of both worlds.

It is effective because software testing by nature requires both the creativity of humans and the automating powers of machines.

Key Takeaways:

  • Hybrid testing blends manual and automated testing to leverage the strengths of both approaches.
  • Hybrid testing is necessary because neither manual nor automated testing alone achieves comprehensive test coverage. A combination gets the best of both worlds.
  • If you choose hybrid testing, make sure to consider automation testing from the test planning phase.

Why hybrid testing?

Neither manual testing nor automation alone is sufficient for achieving comprehensive test coverage.

Manual Testing Strengths: Exploratory, usability, edge cases, and dynamic user experience validation.
Automation Strengths: Speed, accuracy, repeatability, and large-scale execution.

Hybrid testing allows teams to strategically integrate both methods.

From manual testing to hybrid testing

Initially, testing was done manually by dedicated testers. They interacted with the software in exactly the same way that a real user would.

The late 1990s and 2000s saw the rise of test automation, starting from early test automation frameworks. After that comes the rise of automation testing tools. The SDET (Software Development Engineer in Test) was a role that required a lot of automation expertise.

However, test automation is not a silver bullet. Even with automation, most teams achieve only 40-60% test coverage.

Moreover, expanding automation testing happens to create new bottlenecks due to maintenance overhead. There must be someone to continuously maintain those automation tests. At the same time, traditional manual and automated testing are still needed for complex scenarios requiring human judgment and creativity.

That is when hybrid testing is born.

How to do hybrid testing

1. Plan for hybrid

Since the testing phase, consider a hybrid strategy.

Not all test cases should be done manually. You must evaluate automation feasibility of test cases to decide if they are actually worth automating.

Maintain an optimal balance (around 70% manual, 30% automation). Automation should be strategically applied to repetitive, high-impact tasks, including smoke, regression, and sanity tests. Manual testing, meanwhile, retains primary importance for exploratory, nuanced, and rapidly changing areas where automation overhead outweighs immediate benefits.

Ideal automation test candidates include:

  • Repetitive test cases that need frequent execution.
  • High-risk areas prone to defects.
  • Tests that require large data sets or multiple configurations.
  • Tests with stable and predictable behavior.
  • Regression, smoke, and sanity test cases.

Avoid:

  • Exploratory tests requiring human intuition.
  • One-time test cases or low-priority scenarios.
  • UI-heavy tests with frequent changes, leading to high maintenance overhead.

Ask yourself:

  • Is the test case stable? If requirements are constantly changing, automation may become a maintenance burden.
  • Does the UI frequently change? Fluctuating UIs may lead to brittle test scripts.
  • Can the test case be parameterized? Reusable and data-driven tests are more automation-friendly.

Once feasibility is evaluated, rank test cases based on:

  • Business Impact – Does failure in this test impact end users?
  • Execution Frequency – Is this test run daily, weekly, or rarely?
  • Automation Complexity – Can it be automated efficiently?
  • Maintenance Needs – Will automation scripts require frequent updates?

2. Decide how you want to automate

After that, you need to decide the approach to automation. Usually, QA teams have 3 choices:

  1. Open-source testing frameworks
  2. Automation testing tools

Let's go through the pros and cons of each!

1. Open-Source testing frameworks

These are the libraries (e.g., Selenium, Playwright) to build a custom testing framework.

  • Pros: Full control, no licensing costs.
  • Cons: High setup effort, requires coding expertise, ongoing maintenance.

This option is best for teams with strong technical skills needing flexibility.

Explore: Top open-source test automation frameworks to use

2. Automation testing tools

These are all-in-one solutions integrating various testing types (web, API, mobile) into a unified workspace.

  • Pros: Scalable, reduces tool fragmentation, covers all quality stages. For small teams, these tools offer low-code and no-code features to help you start testing quickly, while larger teams can benefit from the integrated analytics, reporting, and test management features.
  • Cons: As these tools come with a wide range of features, some of those may be underutilized in early adoption. However, over time, as the QA team scales, they can leverage more and more of those features.

This option is best for teams needing end-to-end testing with streamlined reporting and management.

Explore: Top automation testing tools in the current market

3. Make sure your test management is properly setup

Usually QA teams need to have a dedicated test management system to keep track of testing results. A common choice is a test case template in Excel where they list down the test cases, assign IDs, with a dropdown column to track the results (Passed/Failed/To be fixed/Fixed/Closed).

test case template brief overview

Another popular choice for test management is Jira. Although it is more of a project management tool, Jira can be tweaked to become a test case management. The downside is that Jira may lack the more specialized features to serve testing purposes, such as test plan, reporting, automated execution, etc.

Many automation testing tools offer built-in test management, test analytics, and reporting features, such as Katalon TestOps. In a single dashboard, you can manage and schedule the entire testing project. You can sync it the automation testing tool Katalon Studio, so all automated test cases can be pushed into this test management system.

Test Execution

4. Execute the tests

Finally, it is time for execution. As we are following the hybrid testing approach, there should be a team of manual testers manually carrying out the test steps and another team of automation testers running the scripts.

Think about the test environments when you execute tests. Many cloud-based testing tools such as TestCloud give you access to a rich array of mobile and desktop environments on which to run the test cases.

Selecting an environment for SAP testing with Katalon

Hybrid testing best practices

1. Manual testing first, automation testing second

Start by rigorously performing manual testing—cover positive, negative, and edge cases comprehensively. This ensures that testers deeply understand feature behavior before automating anything. Manual testing sets the baseline for what the automated test should cover.

2. Automate Regardless of Initial Pass/Fail

After manual testing, write automation scripts regardless of whether the tests initially pass or fail.

If a test passes immediately, great. You can commit and move forward. If it fails, rather than discarding or delaying the test, clearly tag it as "skipped" and reference the related bug explicitly. Checking these scripts in immediately prevents forgetting or overlooking tests later, effectively managing tech debt.

3. Leverage CI/CD Pipeline for Immediate Feedback

Leverage your CI/CD pipeline to quickly execute automated scripts against feature branches. This provides instant "go/no-go" visibility, which allows for immediate assessment of build stability.

Critical bugs should cause the feature to be sent back for fixes. However, automation scripts remain ready for quick revalidation once issues are addressed. Less critical bugs can be safely moved to the backlog to prioritize team resources effectively.

4. Shift left

QA teams should be engaged early in the process, ideally during initial planning and design phases. Early involvement allows rapid identification of automation candidates, provides early feedback to developers, and streamlines future automation efforts. Shift left testing results in fewer bugs, more relevant automated tests, and quicker overall turnaround times.

Conclusion

Hybrid testing strategically blends manual and automated testing to capture the strengths of both approaches. To succeed with hybrid testing, begin planning for automation from the test planning phase, carefully evaluating which test cases are best suited for automation and which require manual expertise.

Frequently asked questions

How do you handle test script maintenance efficiently?

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Regularly review and refactor automation scripts, use parameterization and modular designs, and minimize dependencies on volatile UI elements.

What skills does a hybrid QA team need?

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A hybrid QA team needs skills in manual test planning, exploratory testing techniques, automation scripting, tool proficiency, and strong analytical abilities.

How frequently should automation tests be updated?

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Automation tests should be updated whenever application functionality or UI significantly changes, ideally as part of a continuous integration pipeline.

Can hybrid testing reduce overall testing costs?

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Yes, by automating repetitive tasks, hybrid testing reduces manual testing efforts, freeing resources to focus on high-value tasks, thus reducing long-term costs.

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Vincent N.
Vincent N.
QA Consultant
Vincent Nguyen is a QA consultant with in-depth domain knowledge in QA, software testing, and DevOps. He has 10+ years of experience in crafting content that resonate with techies at all levels. His interests span from writing, technology, building cool stuff, to music.
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