Author: Patricia Johnson

  • The Right DevOps Tools for Value Stream Velocity

    The Right DevOps Tools for Value Stream Velocity

    Think of DevOps tools as stepping stones to releasing new functionality into the hands of your customers faster and more frequently. Working together, tools automate processes and help companies become modern software factories. But isolated tools, like a lone rock in the middle of a river, are much less useful.

    Disparate tools may help an individual or a team do their job, but they impede the progress of the larger organization. To achieve desired efficiency across the application life cycle, companies may waste time and amass technical debt by integrating tools with scripts.

    The other answer is that organizations get restrictive. They may establish a “center of excellence” for DevOps that prescribes a toolchain that works together, but are those tools going to be the best fit for all individuals and teams, supporting an agile mindset?

    The ideal scenario is for a DevOps toolchain to become an integrated, dynamic continuous delivery powerhouse where “best fit” tools work in concert to enable better performing teams and better customer experiences.

    Start with the Right Tools for the Job

    DevOps teams are focusing on automating and streamlining all aspects of the application life cycle. It makes sense to choose the tool that’s best for the job. And teams should feel free to experiment and take advantage of new tools emerging every day that solve new problems or do a better job solving existing problems.

    Typical areas of DevOps tool investment include:

    • Planning and managing development work
    • Managing, tracking and documenting all code changes
    • Building, managing and deploying containers
    • Automating iterative builds/continuous integration
    • Developing and deploying to cloud platforms
    • Automating the deployment of applications into environments at all stages
    • Provisioning, configuring and monitoring environments
    • Managing all types of testing with the right requirements and data
    • Validating security before vulnerabilities become a problem
    • Promoting better agile team collaboration
    • Monitoring and managing an application in production

    These tool categories each serve a vital role in the application life cycle. However, there remains a significant lack of coordination and shared knowledge across the DevOps toolchain to generate the value stream velocity that can keep businesses competitive and customers engaged. For example, if a testing function is isolated, it becomes a black hole of activity and often a bottleneck to delivery.

    Build the Smarter DevOps Toolchain

    When teams can visualize, orchestrate and track the continuous delivery value stream from development through production, the pipeline becomes an intelligent entity of its own. How is the pipeline performing? How is it adding value to the organization? How do you improve the pipeline?

    For example, by integrating the planning and management solutions as part of the value stream, you can keep track of the user stories—including where they are deployed, what tests have been done and the results. Bi-directional integration enables automatic updates in the planning/management tool. Layer in collaboration tool integrations, and dev teams can get instant feedback and respond more quickly, shifting quality left.

    The result: real-time information and the ability to plan and prioritize more effectively. Release and development teams now have a shared view and understanding of release status and business implications.

    The testing function is another area where tools can work better together. Instead of sequential and separate functional, integrated, performance, API or security testing, you can build a testing workflow that runs in parallel, automatically promotes tasks, monitors progress and sends feedback of testing status. This can include orchestrating the generation of the right test cases, test data and virtual services for the app under test. With all the testing knowledge gathered in one place, it’s easy to see testing gaps and determine the risk of a release.

    Launch DevOps Mission Control

    A control center that manages the continuous delivery value stream can help teams not only manage the health and schedule of an active release more effectively, but it can also provide the visibility and analytics to help teams iteratively improve.

    There are a number of tools on the market that look beyond the silos of the application life cycle to connect and extract value from an end-to-end toolchain. As you assess tools that can enable a dynamic value stream, ensure they have capability in these five areas:

    1. Plug and play integrations: Does the tool support common DevOps plug-ins? How easy is it to integrate tools, whether they are open source, commercial or home grown?
    2. Full pipeline visibility: Does it enable orchestration and tracking of all releases at all stages—planning, development, test and production—including feedback loops and planning for the next release?
    3. Continuous quality: Does it support a shift-left testing model to ensure testing happens continuously and rigorously? Does it help you prioritize your testing and automate risk assessment for your releases?
    4. Business value alignment: Does it provide intelligence about the app content in the pipeline? Can you see what code is deployed where in the pipeline and its status? Can you map how the content of a release aligns to business priorities?
    5. Actionable analytics: Does it extract meaningful data points from pipeline operation to provide analytics that support real-time decisions, as well as inform improvements over time? Can you get insights into release and pipeline performance, testing coverage and speed, release readiness, team productivity, and so on?

    With intelligent integration of your DevOps toolchain you can increase your value stream velocity and deliver the best quality apps—every single time.

    — Patricia Johnson

  • Why Financial Companies Love Continuous Delivery

    Why Financial Companies Love Continuous Delivery

    The other day I was on the American Express website paying bills and browsing around the benefits and services afforded me when I ran across a “who we are” section. It read:

    “We’re a global services company that provides customers with access to products, insights and experiences that enrich lives and build business success.”

    Surprisingly, the term “financial” was missing from the description. This led me to wonder if other financial institutions are evolving how they think about themselves. Here are some other examples:

    • Bank of America: “Here to help connect you to what matters most.”
    • ING: “Empowering people to stay a step ahead in life and in business.”
    • MasterCard: “As a technology company, we connect individuals, businesses and organizations around the world, creating greater opportunities for all.”

    Financial Companies Love Their Customers

    My unscientific assessment of various financial services companies suggests that they are centered on delighting their customers. They are transforming who they are by altering their customer engagement models and essentially becoming better software companies. MasterCard has even reclassified itself as a “technology” company. These companies are transcending the role of transaction engine to offer seamless, intuitive digital experiences for their customers.

    And the proof is in the performance. According to Forrester’s Customer Experience (CX) Index, financial services firms, including retail banks, credit card companies, investment firms and auto and home insurers, are some of the top brands worldwide when it comes to CX.

    You might think that large financial institutions would be digital laggards because of legacy infrastructure, regulatory compliance pressures and overall risk-avoidance. But you’d be wrong.

    In another study, 81 percent of financial services firms said they are embracing digital to redefine their businesses, and 87 percent are on the DevOps bandwagon. Sixty-one percent even said they are disrupting their industry with advanced digital initiatives.

    To stay competitive and improve their customer experience aptitude, financial services firms are undergoing significant digital transformation.

    Getting the Pulse of Fintech Continuous Delivery Adoption

    But how progressive are these firms in terms of their application delivery practices? Working with CA, Gatepoint Research recently surveyed more than 100 IT executives from financial services companies to take the pulse of where they are in continuous delivery adoption. Results can be found in this report and infographic.

    First off, to see if these companies might be considered unicorns or stragglers, they were asked the total volume of monthly deployments in all environments. Forty percent fell at the low end with fewer than 50 deployments per month. Now, lower deployment numbers could mean that these are less agile organizations or that they have fewer applications in general. Somewhat correlative to lower deployment numbers, the survey found that 48 percent currently are not using an application release automation (ARA) solution. Without automation, it’s tough to scale release processes—particularly to keep up with agile development.

    Moving up the spectrum, 41 percent are moderately prolific at 50-500 deployments per month, and then 15 percent are what I would consider rock stars with more than 500 (7 percent of those over 1,000). Those doing hundreds of deployments a month often have agile development teams and more modular applications. They likely have continuous delivery practices in place that push more frequent, iterative deployments left, helping higher-quality applications to move through the pipeline to production.

    The primary application delivery goals for financial services firms for the next 12 months are to get better control of release processes, tools and environments; to reduce risk and failures; and to release applications more frequently. All of these needs typically stem from companies undergoing digital transformation—it feels more chaotic and disconnected, manual processes are breaking under the weight and there’s intense pressure to move faster.

    Compliance was not a top goal, and the majority (83 percent) claim that their current release process is adequate to meet regulatory requirements. However, they did acknowledge that they could improve in terms of knowledge safekeeping and auditability of the release process.

    The data certainly shows that financial services companies are adopting continuous delivery practices in some form and exploring solutions, including many open-source tools, to help them get the job done. They currently are focusing continuous delivery practices on tracking and reporting releases, planning and scheduling releases and automating test deployments. These practices ultimately help financial services companies to release high-quality applications anywhere at any time.

    How Continuous Delivery Helps Fintech Win

    Continuous delivery sits at the heart of many digital initiatives because of what it enables these companies to achieve for their customers:

    • Delivering features and updates that customers need when they need them
    • Delivering applications that meet performance and quality expectations of customers
    • Delivering secure, compliant applications (for external and internal customers)

    Continuous delivery enables continuous devotion to the customer experience.

    Continuous Release: Fast Customer Response

    With continuous delivery, you establish an application release workflow that automatically connects a developer’s update to parallel testing to staging and ultimately to production release. Because of the underlying end-to-end automation technology, these steps can happen quickly, seamlessly and with little to no manual intervention. Some might call it “push button release” or “zero-touch release.”

    It’s a controlled, tracked, governed, collaborative process. Application stakeholders stay aligned as application changes traverse the pipeline. Your customers can have access to fixes, updates and new innovations in days instead of weeks or months.

    Continuous Testing: Building in Quality

    In contrast to the significant time penalties and shortfalls that can happen with manual testing, in the continuous delivery pipeline, testing is shifting left and happening in parallel. Hand-offs and feedback loops are automated and efficient.

    Testing can happen earlier and without delay with the help of test environment simulation. Testing is on target through automatic test case creation, even from requirements. Testing is real-world with on-demand test data generation. And testing is rigorous with developers able to performance test apps at their end. The continuous testing that occurs as part of the process helps to build in quality and ensure top performance before reaching the customer.

    Continuous Compliance: Audit-Ready Processes

    Ensuring applications are compliant and secure is critical for your customers. It’s making sure customer information is safe and that application changes are tracked sufficiently for SOX or other reporting. It’s also about helping out those internal “customers” like auditors to prove compliancy and easily build reports.

    An automated continuous delivery pipeline can track releases, apply role-based governance, orchestrate proper data masking, deploy security policy updates and provide an audit trail for application releases—who did what, when and why. All this data can be collected and reported easily, which saves time and effort for auditors. You essentially stay compliant and secure all the time.

    Customer Satisfaction Through Automation

    Financial services companies are laser focused on using technology to delight and retain customers. And continuous delivery is the application delivery practice that’s underpinning these efforts. The companies that are exceptional at this, with thousands of deployments per month, are using automation tools such as Application Release Automation (ARA). These tools are the backbone of continuous delivery, providing the automated orchestration, governance, tracking and reporting for your pipeline—development through production.

    That’s why I’m not surprised that leading financial services companies make up a large portion of CA’s release automation customers, including Euroclear, GM Financial, ING, Jewelers Mutual and Western Union. Our customers put high value on delivering excellent customer experiences and are implementing modern software delivery methodologies, practices and associated tools to support their efforts. GM Financial recently said it is “the software company that does auto finance.”

    If you are serious about customer satisfaction and staying ahead of nimble competitive threats in the market, you must get serious about end-to-end automation. It’s time to truly embrace the practice of continuous delivery to be able to consistently release applications that are progressive, always compliant and completely customer-satisfying.

    — Patricia Johnson