Tag: business process automation

  • Programmability is Key to Agile Transformation

    Programmability is Key to Agile Transformation

    Enterprise agility has rapidly become one of the most crucial variables for a business’s long-term resiliency. With the COVID-19 pandemic, never-ending disruptions to the global supply chain and nearly every industry’s typical processes flipped upside down, there has never been a more important time to prioritize agility than now.

    While the rewards of agility are high, organizations are struggling to implement key technologies and adhere to the methodologies that can get them there. In fact, the 14th Annual State of Agile Report notes that 59% of organizations are following agile principles, but only 4% of these organizations are getting the full benefit. But the ability to adapt quickly, seize new opportunities, and reduce costs is critical for survival in the ever-evolving and hypercompetitive digital age.

    Agility is about adapting quickly to changes and increasing productivity. Importantly, agile methodologies are not agile themselves and therefore will not magically transform enterprises into agile organizations. Instead, the focus needs to be on practicing the correct principles to become truly agile. With this in mind, let’s look at how two of these critical principles—programmability and observability—can increase productivity and allow for innovation across the business.

    Programmability

    Programmability describes the capability of hardware and software to change and accept a new set of instructions that alter its behavior. Let’s look at each of these two forms.

    One way programmability is used is to connect analog devices with software, for example, software-supported network routers. More recently, programmability has been extended to use networking to control the hardware involved and bridge with software systems. The rising popularity of infrastructure-as-a-service (IaaS) has increased the demand for programmability and brought concepts, such as infrastructure-as-code (IaC), into the realm of reality.

    The other use of programmability is to extend existing software capabilities. The two most widely known examples of this are application programming interfaces (APIs) and software development kits (SDKs). Using both approaches, a developer can extend the default capabilities of an existing program. The rebirth of APIs as business APIs has significantly extended the introduction of programmability into application software systems. The approach is particularly popular with application service providers since it enables end users to extend and customize the core capabilities provided by a product or service.

    Connecting Agility and Programmability

    So how are these two concepts connected? Agility requires a foundation and the right kind of environment to provide optimal results. Programmability is an enabler for creating an adequate path for agility. An organization with highly programmable components increases the ability to automate repeatable tasks. Let’s look at two scenarios: a business use case and a technical use case.

    Programmability in Business

    When a purchase order (PO) arrives, the customer care representative must verify the organization’s ability to fulfill the request and then create an order in the back-end customer relationship management (CRM) system. Traditionally, this process has required a good deal of manual effort: first, extract the PO data; then verify the details using other systems or spreadsheets and, finally, type the data into the CRM system.

    By contrast, consider a person working in a modern environment with high programmability. The PO can be received in an electronic format, such as JavaScript object notation (JSON), extensible markup language (XML) or electronic data interchange (EDI). Then it can be validated by connecting to other systems and reference data repositories, prompting the user to verify it and feed the data into the CRM system.

    Programmability in a Technical Environment

    In a typical technical use case, software developers will finish writing code; quality assurance (QA) engineers have to test the release; release engineers have to verify it and the DevSecOps team has to deploy the released artifacts. Similar to the business use case, this technical workflow has traditionally required extensive, tedious, manual work.

    However, the process becomes significantly more streamlined when the development organization makes the environment programmable. In this case, once developers commit the code, the automation flow will kick in, exert the committed code, run through the life cycle stages and deploy it into production.

    Through automation, which is enabled and extended by programmability, organizations can streamline their repeatable tasks and provide more time and space for users to work on essential or innovative tasks.

    Now, let’s look at the implementation details of the two use cases.

    Programmability in the Digital Supply Chain

    In the business use case, the automation of a workflow, such as PO processing, is treated as part of a modern digital supply chain initiative. The systems, messaging and data involved in such a flow are linked together using integration technologies.

    Integration approaches first involved point-to-point connections and then evolved to the use of centralized enterprise service buses (ESBs). More recent, modern approaches have centered around API-centric, integration microservices and integration platform-as-a-service (iPaaS) solutions that use decentralized models and cloud-native technologies.

    Now, organizations build or acquire digital platforms by combining APIs, integration and security technologies to create digital supply chain flows. Critical to the success of any digital supply chain is the ability to select systems with built-in API capabilities and enable existing systems to expose applications and services as APIs and make the entire enterprise programmable.

    Programmability in a Secured Software Supply Chain

    In the technical use case discussed earlier, DevSecOps automation provides the foundation for automating various aspects of the software life cycle. Here, development tools, testing tools and governance-related tools are all connected using a pipeline.

    IaC and automated build servers are two popular technologies used in automating such flow, which we call a secured software supply chain. Puppet, Chef and Ansible are widely adopted IaC scripting languages while Bamboo and Jenkins are popular build servers. However, as the DevOps space has evolved with cloud-native and decentralized technologies, GitHub and GitOps are also playing a vital role in building effective pipelines.

    Similar to the business use case, the components involved here need to connect to the build pipeline, and therefore the programmability of each element involved plays a significant role in automating the workflow. Furthermore, in order to build a comprehensive pipeline, the code quality, unit test, automated test, infrastructure provisioning, artifact building, dependency management and deployment tools involved have to connect using APIs and extend the required capabilities using IaC.

    Observability

    By analyzing both the business and technical use cases, we have a clear idea about the impact of automation and how it is enabled by programmability. However, we have missed one important element: observability. Let’s examine this here.

    The environment created by automation and programmability provides a good playground for teams to be practice being more agile, experiment with new ideas and take them to production rapidly. While agility increases, the responsibility of running healthy systems that provide a continuous digital experience is vital.

    Observability helps detect and predict issues using analytics, machine learning (ML) and artificial intelligence (AI). Modern cloud infrastructure provides a certain level of observability at the operational level. Meanwhile, some modern programming languages, such as BallerinaLang, have built-in support for application-level observability associated with the specific language. When working with languages that lack this functionality, developers will have to either use a third-party tracing library that is compatible with the programming model or directly insert observability instructions along with tracing and debugging instructions.

    Enterprises today are on a journey towards agility as they seek to optimize their digital strategies. However, organizational agility needs to catch up with project agility—and then, with each individual’s agility—to be more effective. This is the concept of “structured agility,” which is being fueled by “two-pizza teams” or self-organized teams.

    APIs are the foundation of programmability, which makes it possible to connect analog and digital systems, as well as extend software systems. Programmability increases the speed of delivery, enables an enterprise to become “composable” with high reusability and allows a flexible environment by opening it up for innovation—the core principles of agility.

  • Using RPA for DevOps Process Automation

    Using RPA for DevOps Process Automation

    Modern operations teams today are at the cutting edge of automation. DevOps and SRE practices are entirely based on an automation-first philosophy. CI/CD is fully automated and the next generation of automated testing is now being adopted.

    However, these same teams are still running their human processes based on hastily thrown-together wiki pages. The increase in remote work over the last year has amplified the problem. Engineering teams that were used to quickly getting the right people physically into a war room now struggle to find the people with the right knowledge to troubleshoot or resolve a problem.

    Teams with ample resources have built tools and bots for DevOps process automation and orchestration. These tools can help automate things like getting communications channels set up quickly, with the right people, the moment an incident is identified. Or, they may automate actions across the DevOps toolchain that would otherwise live as static documentation for an on-call engineer to try to decipher and execute. But only a handful of organizations have the resources to build this kind of automation technology in-house.

    These higher-level DevOps processes are ripe for innovation similar to robotic process automation (RPA). Companies like UiPath and Automation Anywhere have shown that there’s an enormous market for this in every business unit and industry. Process automation for DevOps needs to be another layer of automation available to any engineering team. Automated remediation of incidents and resolution of service desk tickets has to be the future of this space. However, there are important differences in how automation is optimized for DevOps versus the application of RPA for business functions.

    Where RPA Fits on the Automation Spectrum

    RPA is great for solving deterministic problems – those that can be resolved in the same way every time you run into them – which are fully automatable. An example of this type of end-to-end automation is any back-office task, which are consistently good candidates for the application of automation. It’s the reason why fields like HR and finance have made some of the greatest progress in automating business processes to date. Every time you close the books, for example, the steps are pretty similar.

    Process automation for DevOps and SRE, however, is on the other end of the spectrum. Although teams may benefit from RPA for simplistic, repeatable tasks, many DevOps processes are dynamic and unpredictable, making full end-to-end automation too often fallible. The complexity of modern technology stacks and infrastructure requires processes to be agile and adaptable to change, rather than deterministic. This is where it’s important to enable humans to step into the spectrum of automation. Human-in-the-loop automation – the idea that lets humans be in the cockpit while letting machines provide guidance and support – is the future of DevOps automation.

    Applying Process Automation to DevOps

    To use automation in a meaningful way, DevOps teams need a mix of what RPA provides with the added element of human judgment. Human-in-the-loop automation can be applied to numerous DevOps processes including incident management, service requests and continuous deployment and delivery.

    Rather than automating from end-to-end right from the start, DevOps teams should use incremental automation to strengthen and build trust in automation. This starts by codifying free-form processes so teams can more easily identify predictable steps that can be automated. Then teams can mature to more complex workflows, automating pieces within processes and incorporating human checkpoints for areas that will need judgment or approvals.

    As teams incrementally automate, they build up sustainability – in their systems and their roles – in high-stress environments and are able to orchestrate processes across the continuum. The goal is to find the right balance between leveraging machines to make lives easier while creating room for human judgment and adaptability.

    Level-Up DevOps Automation

    Looking ahead to the next few years, what the RPA movement did for back office tasks will also happen for DevOps and SRE. Technology leaders can take notes from the RPA movement and apply them to eliminating the toil of modern production operations. The issue is that, in DevOps, many problems are unique.

    The next evolution of DevOps automation will force us to look at how we can model the real world in a more holistic way, which includes incorporating human judgement and manual execution of non-repeatable tasks while automating repetitive steps.

  • DevSecOps: Rethinking and Reengineering Cloud Security

    DevSecOps: Rethinking and Reengineering Cloud Security

    Organizations are embracing the cloud to modernize legacy applications, create more resilient business infrastructures and to support remote work. In fact, Deloitte’s “TMT Predictions 2021: Cloud Migration Trends and Forecast” report suggests that, spurred by this growth, cloud revenues will likely continue to remain above 30% through 2025. While cloud migration is predisposed to embrace an agile development methodology enabled with DevOps, many organizations still leave themselves open to risk when modernizing and migrating applications to the cloud by neglecting to embed security into their development operating model, architectural design and processes.

    When migrating to the cloud to modernize applications, DevOps and DevSecOps, as an architecture process, can enable organizations to rethink and rearchitect the security model with a “security by design” approach. If done right, organizations stand to create more secure and agile applications that balance the need for continuous releases in an evolving threat landscape with building customer trust.

    DevSecOps Requires a New Operating Model

    DevOps is a demonstrated approach to achieving better value, sooner, from IT programs and is seeing new developments in an increasingly distributed work environment. Previously, organizations may have relied on a shift-and-adopt strategy for incremental cloud replatforming. But, today’s rapidly shifting business strategies demand fast reaction time and resilient solutions, as well as flexible and agile solutions supported by DevSecOps to help development and security move at the same pace as the business.

    Importantly, DevSecOps requires an integrated team of cross-skilled cloud and cybersecurity specialists working under a shared operating model. A modernization and migration center of excellence (CoE), often led by the digital transformation leader, can help bring together cloud and cyber specialists from across the business with external cloud service providers via a shared responsibility model. Through collaboration, cross-teaming, cross-skilling and a shared operating model across cloud developer and security functions, organizations can achieve better outcomes.

    Embracing “Security by Design”

    DevSecOps, then, is about more than moving existing security processes earlier into the development process. It is about elevating, embedding and evolving your organization’s risk response, as well as rethinking and rearchitecting the way applications are designed with security as a guiding factor in the architectural decisions. Secure by design means setting up a whole DevSecOps capability to make sure security is embedded early on in application architecture design and then further safeguarded through strategies like segmentation, zero trust and attack surface management.

    Before the migration begins, DevSecOps would have developers and security specialists considering data flows, functional requirements and work streams related to workload protection, secure landing zones, operating model, network segmentation, access/controls to be implemented in a zero trust environment, attack surface management and more. An organization, for example, might use microservices to segment application access for internal versus external users to achieve enhanced security through system design.

    DevSecOps Requires Process Innovation

    DevOps and DevSecOps bring the security and application teams together with shared processes and communication to quickly, securely and efficiently roll out products from concept to production at pace. During the pandemic, teams have pushed their use of communication and collaboration tools to better support distributed teams, including the use of ChatOps, to enable real-time knowledge sharing and knowledge management, increased DevOps automation through incorporation of cloud artificial intelligence (AI)/machine learning (ML) services and reimagining traditional roles to embrace more of an IT-as-a-service operating model.

    DevSecOps

    As DevOps continues to shift left beyond DevSecOps to embrace operations, governance, and customer support, developers will need to work on increasingly integrated teams. These foundational communication leading practices can be valuable as a model for agile working across functions.

    Rethinking Cloud Security and Development

    DevSecOps can help support cloud migration and agile development programs that require speed and resilience by rethinking the development operating model, architecture approach and collaborative processes to improve security and compliance and enhance customer trust. Security specialists must understand the demands placed on developers for fast migration and continuous releases and developers need to work with cyber professionals collaboratively to make applications designed to be secure and resilient. A security-by-design approach to cloud cyber collaboration can help organizations to rethink and re-engineer their DevSecOps approach. Security specialists should also work toward making their services easily consumable in the DevOps process to enable frictionless security.


    Vikram Kunchala, Deloitte’s Cyber Cloud leader and Principal, Deloitte & Touche LLP, and Amod Bavare, Deloitte’s Global Cloud Migration and Modernization leader and Principal, Deloitte Consulting LLP contributed to this article.

  • DevOps Chats: Robotic Process Automation with Tricentis

    DevOps Chats: Robotic Process Automation with Tricentis

    Robotic Process Automation (RPA) has garnered a great deal of attention as organizations pursue automation routine tasks through automation software. RPA automates tasks integrated into digital business process automation.

    Wayne Ariola, Tricentis general manager of RPA, joins DevOps Chats to discuss how Tricentis brings its strengths and heritage in software testing automation into the world of RPA. The expansion into RPA makes a lot of sense when you consider testing technologies that operate on UX domain and data models, avoiding the pitfalls of brittle screen scraping approaches.

    Together, Wayne and I explore how business process automation using RPA intersects with DevOps tools, processes and teams, and how RPA benefits from the experiences gained in the DevOps community. Join us on this episode of DevOps Chats as we explore RPA and DevOps.

    As usual, the streaming audio is immediately below, followed by the transcript of our conversation.

    Transcript

    Mitch Ashley: Hi, everyone, this is Mitch Ashley with devopsy.kinsta.cloud, and you’re listening to another DevOps Chat podcast. Today, I’m joined by Wayne Ariola, who is general manager of RPA at Tricentis. Our topic today is RPA, robotic process automation, and DevOps. Wayne, welcome to DevOps Chat.

    Wayne Ariola: Thank you so much for having me on this beautiful Friday. I’ve been looking forward to it.

    Ashley: Best way to spend a Friday—well, second best, maybe. There might be a few other things—

    Ariola: Exactly.

    Ashley:– that might be above the list of this, [Laughter] but yeah, what a great day to do that. And I know we’ve had Tricentis, your CEO has been on before. Welcome back. Glad to have you on. Would you introduce yourself to our audience—

    Ariola: Sure, absolutely.

    Ashley: Tell them about you and, for those that don’t know, tell them what Tricentis does.

    Ariola: Absolutely. So, my name is Wayne Ariola, as you stated, Mitch, and I’m the general manager of our RPA solutions at Tricentis. And I’ve done—I think I’ve done at least three of four webinars on devopsy.kinsta.cloud.

    Ashley: Oh, yes.

    Ariola: So, I’m certainly no stranger to the audience, the topics, nor the concerns, yet I wanted to actually bring forth the news about RPA and see if I can’t connect it to what’s going on in the end to end DevOps world today.

    Yet, just a little bit about Tricentis, for folks who haven’t heard about Tricentis—you know, Tricentis is, today, considered one of the automation leaders out there in the world. You know, consistently across all major analysts who are always ranked as either (a) the number one leader, or, you know, right up there as number one. So, it’s been an interesting ride at Tricentis for the last five years as we’ve begun to kinda notch our way into the DevOps world.

    The one thing we are known for us really making software testing more productive. And we do that via automation. So, we know as we look at scaled agile that things need to happen quicker and then you add in the idea of CI/CD or these kinds of concepts, and then you really wanna be fast and agile. And we’re the company that makes sure that testing is not your barrier to speed. And that’s what we’re best known for out there.

    Ashley: Well, let’s start out by, I know RPA, robotics process automation, is kinda—is the hot thing or the new thing, however you wanna put it. How do you define RPA?

    Ariola: So, I mean, poor DevOps people, right?

    Ashley: [Laughter]

    Ariola: I mean, DevOps was the sexy thing for such a long time.

    Ashley: Oh, it still is. No, don’t break my heart, Wayne—come on, no.

    Ariola: Good, good. You know, you guys haven’t aged out yet, so.

    Ashley: No.

    Ariola: And all of a sudden, you know, RPA is like the Millennial of topics, right, these days.

    Ashley: Okay. [Laughter]

    Ariola: It is definitely on fire. In fact, I have a slide that I use in presentations that I compared DevOps to RPA. And the DevOps folks, it looks like there’s a bunch of people dancing, but then I show a picture of RPA and it looks like a rave—you know, a big, huge party at a rave with lasers and lights and a whole crowd thumping to the music.

    And that’s really what’s happening right now. I mean, the RPA world and the RPA market is just on fire, and it’s a bit crazy. But the reason why it’s a bit crazy is that the ROI associated with deploying automation or what is defined as RPA automation is really high. You get immediate value out of it, so it’s kind of like this—especially if you talk to CIOs, you know, they’re kinda saying that it’s kinda the no-brainer of today’s world.

    But this is, I mean, the DevOps folks are no stranger to this, right? So, we did, we went through this when we kinda went through the whole DevOps motion beginning with build automation, right?

    Ashley: Right, yeah.

    Ariola: You know, we kinda took a breath and we said, “Hey, this build process is manually painful and it’s difficult and it’s arduous.” And, you know, once we got through kinda the initial thing around the automating build, you know, the imagination associated with what could be automated then exploded, you know, and then you got into the DevOps motion, right?

    And I would say it’s a perfect parallel. RPA is doing exactly the same thing. It’s kinda taking these preliminary type of motions associated with manual processes and the automating them.

    Ashley: Well, you know, in a way, the way I think about it, Wayne, is, you know, to step back for a minute, the best developers I’ve worked with in my career have always been the laziest, and that’s a compliment.

    Ariola: [Laughter]

    Ashley: Meaning, they write the least amount of code, the automate everything—they don’t wanna do that manual stuff, right?

    Ariola: Yes. So true.

    Ashley: They wanna spend time on the things they enjoy working on. So, you know, in the DevOps world, of course, we’re big on automating things and maybe all of it isn’t automated, but it’s taking that same kind of, “Let’s take those things we don’t need to do manually and we really can automate it and look across IT, across business process automation—you know, the whole organization.”

    Ariola: Yeah.

    Ashley: That’s probably why it’s hot, because it’s not only in IT, but it can affect other parts of the business. So, I’m gonna lay claim to RPA’s roots being in DevOps. Now, you can tell me I’m totally wrong, but I won’t—

    Ariola: No, absolutely not, given the audience I’m speaking to. I agree.

    Ashley: [Laughter]

    Ariola: I totally agree. But it’s true, though—I mean, think about this, Mitch. Let’s unpack that just for two seconds, right? So, take the idea of that developer who’s lazy, right, and the fact that—what are you doing? And if you would, say, ask the person what they’re doing at any point in their day, it’s like, “You know what, I’m writing a script to do X, Y, Z because I’m so sick of provisioning this particular application to this environment,” whatever it might be, right?

    So, their knowledge base and their understanding of how to construct a script gave, especially in the DevOps world or the Dev world, these guys a leg up in terms of producing this automation to eliminate manual tasks.

    Ashley: They’re the most productive, yeah.

    Ariola: Yeah, exactly, and make that the most productive. But RPA is really trying to—and I hate to even use this word, but it’s the best way to describe it succinctly, is democratizing that, right? It’s giving people who are not as talented as your laziest developer the ability to actually create the automation to get rid of the mundane or manual tasks that are slowing them down, right?

    Ashley: Mm-hmm.

    Ariola: So, I mean, even by—Mitch, even by definition, you know, RPA is defined as a technology that predominantly leverages a combination of maybe UI and API or surface level features and applications to create more automated, routine, predictable data transcription or enablement work, right? So, automation work or executable work.

    So, if you think about it, it’s a technology that sits on top of—a super structure that sits on top of apps that allows you to do things more proactively across applications. So, making sure that a manual task to transpose data, to move data, to initiate something, to do data entry is eliminated by the automation itself, which is really cool.

    Ashley: You know, I kinda think of it as—I think of it as, an analogy would be just like sysadmins write scripts, right, to do things that automate it.

    Ariola: Yes, yes.

    Ashley: This is for other IT folks, but also can be end users, right, that automate filling out forms on online screens or doing some processing of “load this data into a spreadsheet, export it out to here, send it to here.”

    Ariola: Yep, yep.

    Ashley: Now, why do all that stuff by hand? Here’s an easy tool. Now, do you see RPA as primarily being rule based, or—I know you have an orchestration product. I don’t know if that’s primarily rule based, but how do you do RPA in a way that it’s accessible by as many people as possible?

    Ariola: Yeah. So, I mean, also knowing the demographic of your audience, RPA certainly falls into the bucket of, nothing new has be invented here, right?

    Ashley: Mm-hmm.

    Ariola: This is [Laughter]—this is definitely technology that we’ve had awareness of in the past. But it’s been uplifted for our era, right? Is really what makes the difference, right?

    So, you know, whether it’s rule based, whether it’s AI, whether it’s—it really depends on the task you’re trying to achieve, because not everything fits every scenario, right?

    Ashley: Mm-hmm.

    Ariola: So, if you—let’s try it this way, though. If you look at RPA and you take, let’s just take roughly 75% of the use cases out there, it falls into one of three buckets.

    Ashley: Okay.

    Ariola: One bucket is what I call poor man’s integration. Which is, you’re scraping information out of one system and you’re putting it into another system and then validating it in another or something like that, right?

    Ashley: Okay.

    Ariola: Meaning that you’ve gone to your IT group and you’ve said, “Hey, I got this integration project that I need” and they say, “I don’t have enough time.” And then you’re saying, “You know what? I’m just gonna do it myself with RPA” and you’re just gonna do it by scraping screens and moving and pushing data across multiple systems. Or maybe even—

    Ashley: “Here’s some vise grips and a crescent wrench, go fix it up.”

    Ariola: Exactly! Yeah, exactly.

    Ashley: Okay, yeah.

    Ariola: By the way, I call this poor man’s integration, or these kinda RPA use cases the best identification of backlog that you could ever have, right? You know there’s a problem here when you use it for this problem.

    Ashley: Okay.

    Ariola: So, the second group of activity that has been used is the augmentation or automation of manual tasks.

    Ashley: Okay.

    Ariola: And this is what you primarily hear about, right? So, instead of having me do the mundane task of pointing and clicking, going to another system, copying a number, bringing it over, taking—finding the core account number from a subsystem and pulling it into the work order, you know, pulling information from SAP and pulling it over to SFDC. You know, all that kinda manual stuff that’s going on in between. This is the second scenario that you’re just helping the human do something as part of their day to day activity, whether they’re processing an invoice or monitoring inventory or onboarding an employee or, you know, any kind of horizontal process that’s happening in the organization.

    And then there’s the third scenario that it’s being used for, really, which is—validate critical checks. So, when I say validate critical checks, let’s take the scenario, like, that we all got indoctrinated to in the last two years, which is GDPR.

    Ashley: Mm-hmm.

    Ariola: Where, if someone opts out from an e-mail perspective of your system, you want to make sure that they’re opted out of all systems of record. So, you might want to build a queue of opt-outs, which, the RPA engine comes in, grabs a unique identifier such as an e-mail from that system, and then goes into all other systems or potential systems of record and making sure or giving us, you know, taking a visual snapshot that the individual has, in fact, been opted out.

    So, those are kinda like the three general cases. And, of course, we then transist multiple horizontal, vertical, and technical domains for those particular uses cases.

    Ashley: Well, I thought with that third example, you were gonna tell me that I wouldn’t have to click on that. I accept cookies any more on all these websites, but—

    Ariola: [Laughter] You can set up an RPA [Cross talk] for that, no problem. You could do it.

    Ashley: [Laughter] You could, actually.

    Ariola: You could definitely do it—yeah, yeah, yeah. [Cross talk]

    Ashley: So, talk to us about what would you say are the top one or two use cases that customers come to you and say, “Oh, you do RPA? I’m trying to solve this situation”—what is it?

    Ariola: You know, it’s really funny, because it’s really across the board. And the industry is starting to sub-segment themselves now into vertical and horizontal type processes or technical—so, there’s three ways that the whole industry will ultimately segment. You’re gonna have pure plays, right, that are gonna be cross industry, cross horizontals. You’re gonna have some horizontal folks who are gonna go across—like, so, for example, we’re seeing new companies pop up that do just kind of HR RPA. Meaning, getting information in and out of HR systems, sensitive data—blah blah blah. And then you’re getting some vertical stuff. Like, you know, you have folks like, you know, Statenical and Edgver, which are Mphasis companies that are in the financial vertical that are really, really good at doing some stuff in the financial vertical.

    Ashley: Mm-hmm.

    Ariola: But in terms of us, you know, there’s really only—I would say there’s only about four or, three or four sure plays out there. Tricentis RPA is certainly one of those pure plays, and you know, we see a lot of insurance scenarios where you’re doing payouts, payment validation. We see a lot of things like supply chain data verifications a ton, a ton of that stuff.

    We’re seeing a lot of IoT type scenarios where a sensor is collecting information from one particular device and it needs to be married up with other IoT type of devices out there collecting information, and via an API, it’s being all sucked together and orchestrated together with RPA in order to produce an outcome, right?

    Ashley: Mm-hmm.

    Ariola: We’re seeing a lot of things around tax and payroll type steps and validation. A lot of stuff going on around SAP as well, by the way, for some reason.

    Ashley: Mm-hmm.

    Ariola: So, getting stuff in and out of SAP. And this is, there’s two major things going on, here. First of all, from a merger/acquisition perspective. So, in order to gain the short term benefits of any M&A activity without necessarily having to invest in the entire integration plan, you know, you can use RPA to assist you in moving data or updating records or updating customer numbers, right?

    Ashley: Mm-hmm.

    Ariola: And then you’re also seeing scenarios like it being used for S/4HANA migration, which is also really interesting. So, those are kinda the things you’re seeing, but it’s all over the place.

    Ashley: Yeah. Yeah, you know, I love the IoT example, because—I know it’s not your technology, but everybody knows “if this, then that,” right? That’s sort of the universal—

    Ariola: Yes.

    Ashley: Doesn’t work for every scenario, but it certainly is a great example of a really simple way to do RPA for IoT events and happenings. Talk a little bit about why did make sense for Tricentis to expand from automating testing to more generally providing an RPA solution.

    Ariola: Yeah. So, thank you for asking that, because I do happen to get that question quite often. So, at the core of—Tricentis’, you know, a real differentiator in the marketplace is this technology we have called model based automation.

    Ashley: Mm-hmm.

    Ariola: And most of what you’re gonna see today out there from RPA vendors are scripted technologies or technologies that use image based controls to understand screens. And the script based technologies and this image stuff, by the way, is the prime reason why software test automation has been so difficult. Because scripts fail.

    Ashley: Yeah, I was just gonna say. [Laughter]

    Ariola: Yeah, they’re brittle. They basically are hard to update. It’s hard to maintain. You know, it’s the old adage of keeping in sync with the code base and, you know, RPA is highly susceptible to changing UIs. And this is where we shine.

    So, our model based automation is actually, takes a much, much more technical approach. So, where most of the vendors out there, if not all of them, interrogate a UI from a screen perspective, we actually interrogate the implementation.

    Ashley: Mm-hmm.

    Ariola: And understand the UI from its more technical implementation perspective. So, if you take SFDC or if you take SAP or you take ServiceNow or any of these big, large vendors, the complexity of the UI even through a browser is pretty significant. So, the fact that we actually interrogate it at a technical level to build an abstracted model gives us the ability to deliver real, resilient automation.

    And what I mean by that is that, you know, we—universally, in our platform, you cannot script. If you wanted to script, you’re gonna have to go somewhere else, because you can’t script, because ours is model based. So, everything that we’re doing is actually produced from technical observations of the application itself. And then we allow you to put those observations or components that you discover—reuse them as LEGO blocks, right, and put them into different flows.

    So, the good thing is that, when the UIs change that are part of the automation, (a) if you have to make a technical change, you only make it in one spot, and that change propagates throughout all instances or all bots that are using that automation, and (2) because we actually do a highly resilient technical implementation, you know, we self-heal our technology or our bots in roughly 80 percent of the change cases.

    So, this is why were successful and still are successful in software testing, and this is why we decided to bring this to RPA, because it faces the exact same challenges.

    Ashley: Well, it’s almost a knowledge based approach, thinking about it as a model oriented solution, if you hearken back to screen scraping days, which is the brute force—

    Ariola: Yes.

    Ashley:—this vector is where the information is at that you’re testing—

    Ariola: Exactly.

    Ashley:—to a model based, which is more of a canonical based approach, which is a defined—

    Ariola: Absolutely.

    Ashley:—you have a way of determining what the information is and then you can detect when it’s changed. “Hey, there’s a new field. There’s a new—this field’s changed,” you know, whatever, it’s not in place.

    Ariola: Yes.

    Ashley: Now you have some reference model to pull from. It makes a lot more sense now. You can put logic based or flow based logic into an automation process rather than having to script it into everything as manual. I think that’s what you’re saying.

    Ariola: Absolutely.

    Ashley: Do I have it right, here?

    Ariola: You have it 100 percent correct. So, it also gives us a broader reach within the organization as well. So, you don’t have to rely on the highly technical skills to actually produce the automation or, even more importantly, maintain the automation that’s required by your business.

    Ashley: So, does this open up different people that you’re selling to in the organization? Are you still selling through the DevOps test organization in IT and you kind of expand what other places you can apply your RPA technology? Are you now calling on business units, end users, other application areas? What’s that mean for your business?

    Ariola: So, whoever has the problem, we certainly want to talk to about assisting them to solve it. You know, within the DevOps space, there’s a lot of conversation about maintaining the scripts that are automating everything around my infrastructure is painful, right? So, there’s conversations that are even in that horizontal area. However, you know, the skill set that’s mostly in that domain is highly technical, so, you know, there’s a lot of preferred—a lot of preference to actual scripting there. But within the line of business, there’s certainly a lot of conversation going on, and that broadens the conversation.

    But believe it or not, you know, when you’re talking about tests and test automation, although we do think of it as kind of a Dev test in motion, when you look at what Tricentis does, which is more end to end testing and protecting the end user journey because we cross applications, we have a lot of conversations with the business analysts. We have a lot of conversations with the line of business.

    Ashley: Mm-hmm. I can see that.

    Ariola: RPA tends to skew that more to the line of business, but what we’re noticing distinctly these days is, RPA is coming back to IT. And there’s a real, really interesting reason for that, and it’s what’s called the RPA death spiral. Which, it goes something like this. You asked IT to do an integration for you, but they were too busy. You decided, “Hey, by the way, I’ll use this RPA thing to bridge the gap right now” and you called in an RPA vendor and a service partner and you got your initial flow or bot stood up.

    Ashley: Mm-hmm.

    Ariola: But then again, you just don’t wanna—you don’t wanna spend a lot of money keeping that service partner on site because it’s expensive, and they go away. And once they go away—guess what? The interface changes on one of the automation sequences or bots that you have enabled and the bot breaks. And as soon as that bot breaks, [Laughter] where are you gonna go to? Well, you’re gonna go to IT.

    Ashley:Well, I can imagine.

    Ariola: And then IT—yeah.

    Ashley: Yeah, people come back to IT because the problem that they’re automating gets bigger than they want to handle or can handle.

    Ariola: Absolutely.

    Ashley: Or they need access to resources—“Hey, I need single sign on here to get to this information. I need this database that isn’t—

    Ariola: Absolutely.

    Ashley:—easy for me to get to as an end user.” So, lots of reasons.

    Ariola: Absolutely.

    Ashley: You know, things happen outside of IT because they’re easier, but then we need to go back to IT because they’re necessary to get what you need.

    Ariola: Absolutely. That’s why it’s kinda swinging back to IT. Now, also what’s happening is, when the line of business acted kind of like a shadow IT or kind of a rogue IT shop and adopted the technology, you know, now the CIO is essentially inheriting the maintenance tab.

    Ashley: Mm-hmm.

    Ariola: And now this is why, you know, the conversation is swinging right back to IT and the CIO.

    Ashley: I can see that. Yep.

    Ariola: And we’re back—from Tricentis’ perspective, you know, we’re back on home turf talking to the nerds that we like to talk to.

    Ashley: Mm-hmm. Well, this has been great. I really appreciated having you on, and a new topic for us on DevOps Chat with Tricentis. I don’t believe we’ve talked with you about this before. It sounds like you’re a big enough believer, you’d change your job to be the general manager of RPA.

    Ariola: [Laughter] Yeah.

    Ashley: I can tell you’re committed.

    Ariola: There’s no goin’ back—there’s no goin’ back now, yeah.

    Ashley: Exactly.

    Ariola: I’m committed.

    Ashley: Exactly. Well, it’s been fantastic, Wayne. Thanks for being on the podcast.

    Ariola: Absolutely my pleasure, Mitch. Thanks for having us.

    Ashley: Well, I hope you come back and we get a chance to talk to you again and maybe we can dive into some of the use cases you’ve solved for customers and some of the learning, so we’ll save that for another time, okay?

    Ariola: Love to do it.

    Ashley: Great. Well, you’ve listened to another DevOps Chat podcast. I want to thank my guest today, Wayne Ariola, who’s general manager of RPA at Tricentis. And, of course, thank you to our audience for spending your time with us today—it’s valuable, and we appreciate it. My name is Mitch Ashley from devopsy.kinsta.cloud and you’ve listened to another DevOps Chat. Have a good day and be careful out there.

    — Mitchell Ashley

  • Workflow Automation Poised to Accelerate DevOps

    Workflow Automation Poised to Accelerate DevOps

    Automation is taking the market by storm. Research firm Gartner predicts that by 2020, more than 40% of data science tasks will be automated, and that is just the tip of the iceberg. Businesses are turning to automation to reduce costs, increase productivity and gain a competitive advantage. Add DevOps to the mix and it becomes readily apparent how DevOps teams can benefit by leveraging a little workflow automation. After all, the DevOps process is framed by repeatable workflows, wherein the agile manifesto dictates progress or other frameworks define how change moves through the development and deployment cycles.

    “Most development projects are hindered by numerous manual steps and the lack of defined collaborative communications methodologies, leaving far too much room for error,” said Raj Mehta, CEO of Raj Technologies. “Defining a workflow and bringing automation into the picture could go a long way toward reducing errors.”

    The DevOps community has come to rely on many manual processes and numerous tools to keep the pace of rapid application delivery and change management. Those solutions often have points of failure, where important tasks can slip through the cracks. Even so, many developers are resistant to change and embrace the processes they have already established. Yet, intertwining manual processes with automation and management tools has been demonstrated as rather inefficient, slowing the perception that workflow automation can actually achieve the productivity promises claimed.

    Perhaps the challenge comes from the fact that many DevOps teams require assistance to achieve any type of automation goals. That indicates there may be a lack of qualified professionals to bring forth workflow automation. “You have to crawl before you can run, and that means you must become an expert in designing workflows, before deploying one, or at the very least, turn to an expert,” Mehta noted.

    A workflow is a fundamental process that dictates the steps to achieve a goal. Workflows have been used for centuries by businesses and have become digitized over the last few decades, with numerous workflow tools coming from leading vendors.

    Many technologists may have first encountered the workflow ideology back in the days when Microsoft’s Sharepoint first came on the scene, which offered rudimentary tools for routing content through various steps. Of course, the workflows in use today have become much more complex, requiring designers to not only know how to script actions but also understand the overall goal of those actions.

    That’s a simple truth understood well by Workfront, a Lehi, Utah, based vendor of workflow solutions which is looking to better service various organizations, as well as DevOps professionals, to create workflow automation opportunities. The company’s primary product goes by the name of Workfront as well and uses a platform-based approach for creating workflows that can be integrated across multiple technologies, bringing centralized workflow orchestration to many use cases.

    Tools like Workfront fit well into the automation equation by creating the foundation of workflows. However, most DevOps professionals need more than workflow design to achieve improved automation. Other elements must be considered, such as demand management, resource management, project templates, policies and scripted actions. Efficient workflow tools should also incorporate task lists, collaboration capabilities and reporting.

    Of course, Workfront is only one of many workflow automation companies on the market. Many other vendors are established in the market, with Market News Reports mentioning leaders such as Pegasytems, Tibco Software and Sourcecode Technology Holdings dominating the market.

    HNY Research projects workflow automation market size will grow to $16.58 billion by 2023 from $4.68 billion in 2017, at an estimated CAGR of 23.48%. Key factors such as ease in process with the installation of workflow automation tools, convergence of workflow automation with traditional business processes, focus on streamlining business processes and cost efficiency through workflow automation are driving the workflow automation market.

    “Business leaders must carefully analyze different processes and identify which workflows can automated. Therefore, business leaders should avoid rushing into workflow automation adoption and analyze the various potential use cases and choosing which vendors best fit in their organization,” said Naveen Joshi, founder and CEO of Allerin.

    Many businesses are leveraging workflow solutions on their path to digital transformation and bringing once-manual processes into a world where automation can be applied. While some may argue over the intricacies of digital workflows and how those workflows fit into business process management (BPM), one truth remains evident: The goal is to digitally transform and introduce automation, which in turn indicates robotic process automation (RPA), becomes the next logical step.

    According to Grand View Research, the global RPA market is expected to register a CAGR of 31.1%, from $597.5 million in 2018, driven largely by demand for business process automation via artificial intelligence (AI) and software robots.

    RPA paired with workflow design may prove to bring full digital transformation to DevOps, and potentially grow beyond just a niche in those challenging environments. Workflows, BPM, BPA and RPA are becoming increasingly important to DevOps organizations seeking to lower error rates, boost productivity and improve communications.

    — Frank Ohlhorst

  • Case Study: Laserfiche Builds Hybrid Cloud for ECM

    Case Study: Laserfiche Builds Hybrid Cloud for ECM

    Laserfiche is a privately owned software development company that creates enterprise content management (ECM), business process automation, workflow, records management, document imaging and webform software. The company provides secure document management, image capture, electronic forms, workflow automation, digital signatures and DoD 5015.2-certified records management, “Automating and streamlining business processes with prepackaged solutions for contract management, HR onboarding and new account openings,” says Thomas Phelps, vice president of Corporate Strategy & CIO.

    Laserfiche also maintains a business process library including templates that enable its customers to hit the ground running on new ECM deployments.

    The business counts Fortune 500 companies among its customers, serving industries including government, education, health care and finance. “We’re an enterprise content management software leader in state and local government, with a majority of the Center for Digital Government’s top digital cities and counties as our customers,” Phelps says.

    This is the story of the company’s addition of a cloud infrastructure and its plans for a hybrid cloud.

    Embracing DevOps and its Culture in Preparing for the Cloud

    Laserfiche embraced DevOps and its methodologies and tools simultaneously as it began development on its cloud infrastructure, the Laserfiche Cloud, which the company announced in January 2014 at the company’s worldwide Empower user conference.

    With that, Laserfiche took a sharp detour from its usual scrum development practices, adopting DevOps for its ability to encompass the development needs and demands of a cloud project.

    To use DevOps to move up the timetable on bringing the Laserfiche Cloud to life, the company had to swallow the DevOps culture, tools and processes whole. “We created a separate, dedicated cloud infrastructure team responsible for rapid deployments of test and production environments. We assigned a member of each software product team as a designated Laserfiche Cloud liaison to represent each product team including Laserfiche Forms, Laserfiche Mobile and Laserfiche Connector teams with respect to any feature updates, testing or releases for Laserfiche Cloud,” Phelps says.

    Though the Laserfiche Cloud infrastructure development team works in unison, each team member has the opportunity and responsibility to isolate, program and interweave software and services. Proper governance and controls ensure this means progress rather than setbacks for the ongoing cloud project.

    Development adopted PowerShell scripts, open-source and homegrown tools and Chef to promote advancement of a DevOps pipeline for its cloud infrastructure.

    Software Development Before DevOps and the Cloud

    Before moving to DevOps, the company developers relied on scrum-based agile development methods. The process followed from planning two-week sprints, through developer programming on desktop machines, unit testing, committing daily code changes, testing using daily automated builds and ultimately ending with retrospectives. Software products were tested individually by their own teams on separate VM clusters assigned to each team.

    That process allowed for one big release per year with smaller releases before and after. “Before DevOps, we manually uploaded release packages to our support site for customers and resellers to download, install and configure the Laserfiche ECM,” Phelps notes.

    After DevOps, with the Cloud

    The Laserfiche Cloud, a software-as-a-service (SaaS)-based ECM subscription service, offers mobile synchronization, e-forms and workflow automation in addition to its previous services, once offered only on premises. “The Laserfiche Cloud provides robust granular system security, encryption and audit reporting to bring centralized control and transparency to business operations,” Phelps says.

    With the cloud infrastructure in place, the company now is using the same DevOps culture, structure, tools and people to develop a hybrid cloud version. “We’re developing a hybrid solution, using Laserfiche Web Access, to provide access to hosted content and enable collaboration with third parties, business partners and customers,” Phelps notes.

    Results, Benefits

    “Instead of taking days or weeks for information technology or our software testers to deploy new VMs and infrastructure, the cloud infrastructure team can spin up new test environments within hours,” Phelps says.

    The company progressed from one major product release a year to updates every one to three months by automating the process of configuring new environments and deploying software. “Many software engineering teams have begun adopting a cloud-first development system where they develop and test binary packages and use internal tools to deploy the packages for testing,” he notes.

    Laserfiche can now satisfy customers with larger, swifter feature enhancements to its Laserfiche Cloud. “The cloud infrastructure team works closely with our software engineering teams, using accelerated release management processes, to perform upgrades in hours within an approved maintenance window,” Phelps says.