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Continuous Delivery
          Maturity Model

    Eric Minick, Lead Consultant




1
Eric Minick
Lead Consultant
                  • 8 Years at Urbancode
                  • Commits on three
                    generations of UC products
                  • Experience as a Dev, Tester
                    and build guy
                  • Currently focused on best
                    practices and industry
                    trends



2
The plan for today
• Short Intro to Continuous Delivery
• The Maturity Model
    – Building, Deploying, Testing, and Reporting
• Applying the Model: Personas
    – El Emeno Investments: Balancing agility and control
    – All-Green United Systems: Large scale Scrum
    – Diversity Handhelds: Dozens of platforms
• Additional Resources and Q&A



3
The plan for today
•   Short Intro to Continuous Delivery
•   The Maturity Model
•   Appling the Model: Personas
•   Additional Resources and Q&A




4
CI: it’s about Quality Determination
• Integrating frequently is less painful than
  infrequently.
    – But, If we commit frequently blindly, we have a
      broken code base


• Implied condition: each integration will not
  decrease the code quality.
    – This is the key to CI
    – The rest is implementation details.


5   http://www.urbancode.com/blogs/anthillpro-
    blog/2011/09/07/continuous_integration_why_you_dont_really_get_it.html
Continuous Delivery: Beyond the Team Build

• Continuation of the Quality Determination
• Functional tests require deployment.
• Progression through environments on a march
  to production, with “the build” subjected to
  more exhaustive tests in each environment.
• Beyond the functional team, but also across
  projects

    Build &     Deploy to   Functional   Deploy to   Integration   Deploy to   Deploy to
    Unit Test     DEV         Tests        SIT          Tests        UAT        PROD



6
Why a CD maturity model?
• How mature are our Build, Deploy, Test
  practices?
• Where can we get the most improvement
  based on our specific problems and needs?
• How are other organizations solving these
  same problems?
    “The future is here. It’s just not evenly distributed yet.”
                                               – William Gibson


7
Maturity Model: Parts and personas
Building, Deploying, Testing, and Reporting
    – Base, Beginner, Intermediate, Advanced, Extreme



• Industry Norm vs. Target
    – What do we see most people doing today?
    – A general target to shoot for (and how to pick a good target
      for your own team)




8
Poll: Our CI or CD system handles:
• Building our code (at least daily)
• … and deploying after build
• … and testing after deployment
• … and reporting across building, deploying and
  testing
• … and more!
• We have no CI system


9
Building




10
Deploying




11
Testing




12
Reporting




13
Standard Target
Based on this model, the standard target is:
• Continuous builds on a distributed grid using
  dependency management
• Builds automatically deployed to first test environment
• Build runs extensive unit tests; extensive functional
  tests automatically executed in test environments
• Test results and trends are widely visible and available
• Information from the build system informs manual
  risk-based testing
• Self-service deployments to other environments
     – Those deployments coordinated between tiers / services
14
The plan for today
•    Short Intro to Continuous Delivery
•    The Maturity Model
•    Appling the Model: Personas
•    Additional Resources and Q&Aof platforms




15
Apply the maturity model: Personas



     El Emeno Investments: Balancing agility & control

       All-Green United Systems: Large-scale Scrum

         Diversity Handhelds: Dozens of platforms




16
Poll: Our main problem we hope CD can help
  with is:
• Improving our delivery speed
• Improving quality and compliance
• Supporting multiple platforms or devices
• Multiple of these
• We have other problems
• We have no problems


17
El Emeno Investments
Trading system for securities
     – Time to market is a key competitive advantage
     – Strict legal requirements & audits
Problem: slow heavyweight process
     – Numerous sign-offs, handheld
       deployments, lengthy manual test cycle
     – Pressure to work overtime to compensate
     – Late mistakes in deployment
     – High turnover

      “How do we balance agility and control?”
18
El Emeno Investments: Deploying
Needed automated, traceable deployments
     – Secure push-button deployments
     – Deploy to production

Benefits
     – Self-service deployments to test take pressure off
       release engineers
     – Using uniform automated deployments reduces
       errors & delays
     – Security and traceability make auditors happy

             Advanced level deployments

19
El Emeno Investments: Building
Needed Audit Proof Builds
     – Automatic, Controlled Build Process
     – Builds stored in an artifact repository
       (ITIL: Definitive Software Library)

Benefits
     – Clear understanding of what is in each build lowers risk
     – Supports accurate deployments by guaranteeing no
       changes to tested artifacts
     – Faster approvals and audits with lower risk of failure

                 Beginner level builds
           with some Intermediate practices
20
El Emeno Investments: Testing
Needed Rapid Regression Testing and Security
     – Automated unit tests of core functionality on all
       builds
     – Automated security scans of select builds
Benefits
     – Less time on manual regression testing allows quicker
       detection of problems in new functionality
     – Security scans lower business risk, increasing
       compliance

                 Beginner level testing
              with advanced security scans

21
El Emeno Investments: Reporting
Needed historic release information, consolidated
  reports
     – Audit log of who deployed what build where
     – Produce test, security scans, approval logs for releases

Benefits
     – Consolidating reports yields faster, easier audit compliance
     – Easy review of a build’s history reduces deployment errors
     – Risk is more easily assessed

               Intermediate level reporting


22
El Emeno Investments: Results
“How do we balance agility and control?”
     – Time to market is a key competitive advantage
     – Problem: slow, heavyweight process


“Our continuous delivery system provides us an
end-to-end automation across our build lifecycle.
We now have a faster cycle time, fewer manual
errors and an easier time in audits.”


23
All-Green United Systems
Large global IT with business critical applications
     – Large scale scrum with cross-functional teams
     – Traditional integration QA & release engineering
     – Recent move to SOA

Problem: releases are a bottleneck
     –   Legacy “big bang” release process
     –   Lack of synchronization across applications creates backlog
     –   QA finding cross-team problems in integration testing
     –   Apps fail in product, after appearing to work in QA

     “How do we realize the benefits of Scrum in a large
                      organization?”

24
All-Green United Systems: Building
Needed unification of build systems across scrum teams
     – Consolidate from numerous build systems to one build grid
     – Dependency management between components
     – Scrum of Scrums yields Build of Builds

Benefits
     – Build grid more efficiently uses hardware, lowering costs
       and improving response time
     – Build of Builds more quickly detects cross-team integration
       problems and improves component traceability
     – Single build system lowers learning curve when switching
       scrum teams

                Intermediate level building
25
All-Green United Systems: Deployments
Needed to speed the release process to keep pace
     – Automated release across teams and environments
     – Coordination of SOA releases – Deploy what was tested
     – New applications with extensive testing using continuous
       deployment to production

Benefits
     – Unified deployment scripts avoid errors in production
     – Self-Service deployments remove burden from release
       engineers
     – Continuous deployment give some systems maximum
       throughput

      Advanced and Extreme level deployments
26
All-Green United Systems: Testing
Needs vary by scrum team and application
     – Investment in expanded automatic testing focused on
       mission critical, frequently changing, and new applications
     – Component interfaces gain automated regression tests


Benefits
     – Fewer breakages in shared components improves developer
       productivity
     – Mission critical applications gain stability, lowering risk of
       costly defects


                  Varying levels of testing

27
All-Green United Systems: Reporting
Needed better visibility between cooperating small
  teams
     – Consolidated build systems put all build information in one place
     – Include test and deployment reports in CD system
     – Trend report results

Benefits
     – Reduced coordination overhead between scrum teams
     – Single report repository improves coordination between
       development and testing
     – Trending improves the scrum team’s understanding of how done
       they are

                  Advanced level reporting

28
All-Green United Systems: Results
“How do we realize the benefits of Scrum in our
  organization?”
     – Large scale scrum with cross-functional teams
     – Problem: releases are a bottleneck

“Our continuous delivery system allowed our
small, globally distributed scrum teams to
cooperate in large system builds automatically.
By keeping the code integrated we eliminated
late errors, improved coordination across
teams, and eliminated our release bottleneck.”
29
Diversity Handhelds
Software platform for mobile devices
     – Partners work with device manufacturers
     – Each product ported across a wide range of platforms


Problems: breaking existing ports & tracking build
  content
     – Porting to a new platform might break an inactive port;
       hard to track down cause later
     – Tracking deliverable contents manually is time consuming;
       hard for support to find information when needed


“How can we reduce the cost of adding a new platform?”

30
Diversity Handhelds: Building
Needed regular builds of many build configurations
     – Diverse, multi-platform, multi-tool chain build farm
     – Regular, automatic builds for all configurations
     – Upload of build product into build artifact repository

Benefits
     – Building all configurations at least daily saves developer
       time with quick detection of platform specific compile
       problems
     – Support has easy access to builds delivered to customers
     – Automated Bill of Materials tracking reduces manual effort
       and errors.

                Intermediate level building
31
Diversity Handhelds: Testing
Needs automated cross-platform testing
     – Extensive unit testing run regularly
     – Automated functional tests run in available, representative
       device simulators
     – Static analysis and security checks regularly run

Benefits
     – Faster defect detection with shorter QA cycles leading to
       improved time to market
     – Lower risk of potentially expensive platform specific defects
     – Manual testing can find deep bugs rather than focus on
       smoke testing dozens of variants

                   Advanced level testing
32
Diversity Handhelds: Deployments
Needed deployments to simulators to support
 testing
     – Scheduled deployments integrated to build
       management and testing

Benefits
     – Advanced testing that provides rapid feedback
       from functional testing is dependant on basic
       deployments

           Intermediate level deployments
33
Diversity Handhelds: Reporting
Needed to understand stability and historical information
     – Gather build, various testing and release logs centrally
     – Align reports to individual builds
     – Maintain reports related to released builds through that
       version’s end of life

Benefits
     – Provides data to support and engineering regarding what
       was tested on old releases customers have problems with
     – Lowers effort in understanding test results for wide array of
       platforms / configurations

                 Advanced level reporting

34
Diversity Handhelds: Result
“How can we reduce the cost of adding a new
  platform?”
     – Partners work with device manufacturers
     – Problems: breaking existing ports & tracking build
       contents

“Ourcontinuous delivery system handles our
wide-range of platforms and prevents our ports
from going stale. Our bill-of-materials is now
generated automatically and our support people
can access historical information any time.”
35
Key Takeaways
• Technology built for “extreme” uses can be
  used by the rest of us

• Select a final goal and immediate first steps

• Interact across functional groups to project
  teams to determine larger needs



36
The plan for today
•    Short Intro to Continuous Delivery
•    The Maturity Model
•    Appling the Model: Personas
•    Additional Resources and Q & A




37
Four partMaturity Model




38
More on CI, CD, and DevOps
Webinars and more: http://urbancode.com/resources
• Deployment Automation Basics
• Lean Techniques for Build & Deploy Automation
• Enterprise DevOps: Scaling Build, Deploy, Test, Release

You should follow us:
Urbancode.com/blogs/
Twitter.com/UrbanCodeSoft
Facebook.com/UrbanCodeSoft
Slideshare.net/UrbanCode

39
Yes, UrbanCode is a CD vendor

• uBuild(AnthillPro)
     – Continuous integration and simple CD


• uDeploy
     – Deployment and release management


• uCloud(soon)
     – Environment provisioning from your private cloud


40
Questions?
     Request a copy of the slides or ask more questions
                                  eric@urbancode.com
                                  mbz@urbancode.com




41

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Continuous Delivery Maturity Model

  • 1. Continuous Delivery Maturity Model Eric Minick, Lead Consultant 1
  • 2. Eric Minick Lead Consultant • 8 Years at Urbancode • Commits on three generations of UC products • Experience as a Dev, Tester and build guy • Currently focused on best practices and industry trends 2
  • 3. The plan for today • Short Intro to Continuous Delivery • The Maturity Model – Building, Deploying, Testing, and Reporting • Applying the Model: Personas – El Emeno Investments: Balancing agility and control – All-Green United Systems: Large scale Scrum – Diversity Handhelds: Dozens of platforms • Additional Resources and Q&A 3
  • 4. The plan for today • Short Intro to Continuous Delivery • The Maturity Model • Appling the Model: Personas • Additional Resources and Q&A 4
  • 5. CI: it’s about Quality Determination • Integrating frequently is less painful than infrequently. – But, If we commit frequently blindly, we have a broken code base • Implied condition: each integration will not decrease the code quality. – This is the key to CI – The rest is implementation details. 5 http://www.urbancode.com/blogs/anthillpro- blog/2011/09/07/continuous_integration_why_you_dont_really_get_it.html
  • 6. Continuous Delivery: Beyond the Team Build • Continuation of the Quality Determination • Functional tests require deployment. • Progression through environments on a march to production, with “the build” subjected to more exhaustive tests in each environment. • Beyond the functional team, but also across projects Build & Deploy to Functional Deploy to Integration Deploy to Deploy to Unit Test DEV Tests SIT Tests UAT PROD 6
  • 7. Why a CD maturity model? • How mature are our Build, Deploy, Test practices? • Where can we get the most improvement based on our specific problems and needs? • How are other organizations solving these same problems? “The future is here. It’s just not evenly distributed yet.” – William Gibson 7
  • 8. Maturity Model: Parts and personas Building, Deploying, Testing, and Reporting – Base, Beginner, Intermediate, Advanced, Extreme • Industry Norm vs. Target – What do we see most people doing today? – A general target to shoot for (and how to pick a good target for your own team) 8
  • 9. Poll: Our CI or CD system handles: • Building our code (at least daily) • … and deploying after build • … and testing after deployment • … and reporting across building, deploying and testing • … and more! • We have no CI system 9
  • 14. Standard Target Based on this model, the standard target is: • Continuous builds on a distributed grid using dependency management • Builds automatically deployed to first test environment • Build runs extensive unit tests; extensive functional tests automatically executed in test environments • Test results and trends are widely visible and available • Information from the build system informs manual risk-based testing • Self-service deployments to other environments – Those deployments coordinated between tiers / services 14
  • 15. The plan for today • Short Intro to Continuous Delivery • The Maturity Model • Appling the Model: Personas • Additional Resources and Q&Aof platforms 15
  • 16. Apply the maturity model: Personas El Emeno Investments: Balancing agility & control All-Green United Systems: Large-scale Scrum Diversity Handhelds: Dozens of platforms 16
  • 17. Poll: Our main problem we hope CD can help with is: • Improving our delivery speed • Improving quality and compliance • Supporting multiple platforms or devices • Multiple of these • We have other problems • We have no problems 17
  • 18. El Emeno Investments Trading system for securities – Time to market is a key competitive advantage – Strict legal requirements & audits Problem: slow heavyweight process – Numerous sign-offs, handheld deployments, lengthy manual test cycle – Pressure to work overtime to compensate – Late mistakes in deployment – High turnover “How do we balance agility and control?” 18
  • 19. El Emeno Investments: Deploying Needed automated, traceable deployments – Secure push-button deployments – Deploy to production Benefits – Self-service deployments to test take pressure off release engineers – Using uniform automated deployments reduces errors & delays – Security and traceability make auditors happy Advanced level deployments 19
  • 20. El Emeno Investments: Building Needed Audit Proof Builds – Automatic, Controlled Build Process – Builds stored in an artifact repository (ITIL: Definitive Software Library) Benefits – Clear understanding of what is in each build lowers risk – Supports accurate deployments by guaranteeing no changes to tested artifacts – Faster approvals and audits with lower risk of failure Beginner level builds with some Intermediate practices 20
  • 21. El Emeno Investments: Testing Needed Rapid Regression Testing and Security – Automated unit tests of core functionality on all builds – Automated security scans of select builds Benefits – Less time on manual regression testing allows quicker detection of problems in new functionality – Security scans lower business risk, increasing compliance Beginner level testing with advanced security scans 21
  • 22. El Emeno Investments: Reporting Needed historic release information, consolidated reports – Audit log of who deployed what build where – Produce test, security scans, approval logs for releases Benefits – Consolidating reports yields faster, easier audit compliance – Easy review of a build’s history reduces deployment errors – Risk is more easily assessed Intermediate level reporting 22
  • 23. El Emeno Investments: Results “How do we balance agility and control?” – Time to market is a key competitive advantage – Problem: slow, heavyweight process “Our continuous delivery system provides us an end-to-end automation across our build lifecycle. We now have a faster cycle time, fewer manual errors and an easier time in audits.” 23
  • 24. All-Green United Systems Large global IT with business critical applications – Large scale scrum with cross-functional teams – Traditional integration QA & release engineering – Recent move to SOA Problem: releases are a bottleneck – Legacy “big bang” release process – Lack of synchronization across applications creates backlog – QA finding cross-team problems in integration testing – Apps fail in product, after appearing to work in QA “How do we realize the benefits of Scrum in a large organization?” 24
  • 25. All-Green United Systems: Building Needed unification of build systems across scrum teams – Consolidate from numerous build systems to one build grid – Dependency management between components – Scrum of Scrums yields Build of Builds Benefits – Build grid more efficiently uses hardware, lowering costs and improving response time – Build of Builds more quickly detects cross-team integration problems and improves component traceability – Single build system lowers learning curve when switching scrum teams Intermediate level building 25
  • 26. All-Green United Systems: Deployments Needed to speed the release process to keep pace – Automated release across teams and environments – Coordination of SOA releases – Deploy what was tested – New applications with extensive testing using continuous deployment to production Benefits – Unified deployment scripts avoid errors in production – Self-Service deployments remove burden from release engineers – Continuous deployment give some systems maximum throughput Advanced and Extreme level deployments 26
  • 27. All-Green United Systems: Testing Needs vary by scrum team and application – Investment in expanded automatic testing focused on mission critical, frequently changing, and new applications – Component interfaces gain automated regression tests Benefits – Fewer breakages in shared components improves developer productivity – Mission critical applications gain stability, lowering risk of costly defects Varying levels of testing 27
  • 28. All-Green United Systems: Reporting Needed better visibility between cooperating small teams – Consolidated build systems put all build information in one place – Include test and deployment reports in CD system – Trend report results Benefits – Reduced coordination overhead between scrum teams – Single report repository improves coordination between development and testing – Trending improves the scrum team’s understanding of how done they are Advanced level reporting 28
  • 29. All-Green United Systems: Results “How do we realize the benefits of Scrum in our organization?” – Large scale scrum with cross-functional teams – Problem: releases are a bottleneck “Our continuous delivery system allowed our small, globally distributed scrum teams to cooperate in large system builds automatically. By keeping the code integrated we eliminated late errors, improved coordination across teams, and eliminated our release bottleneck.” 29
  • 30. Diversity Handhelds Software platform for mobile devices – Partners work with device manufacturers – Each product ported across a wide range of platforms Problems: breaking existing ports & tracking build content – Porting to a new platform might break an inactive port; hard to track down cause later – Tracking deliverable contents manually is time consuming; hard for support to find information when needed “How can we reduce the cost of adding a new platform?” 30
  • 31. Diversity Handhelds: Building Needed regular builds of many build configurations – Diverse, multi-platform, multi-tool chain build farm – Regular, automatic builds for all configurations – Upload of build product into build artifact repository Benefits – Building all configurations at least daily saves developer time with quick detection of platform specific compile problems – Support has easy access to builds delivered to customers – Automated Bill of Materials tracking reduces manual effort and errors. Intermediate level building 31
  • 32. Diversity Handhelds: Testing Needs automated cross-platform testing – Extensive unit testing run regularly – Automated functional tests run in available, representative device simulators – Static analysis and security checks regularly run Benefits – Faster defect detection with shorter QA cycles leading to improved time to market – Lower risk of potentially expensive platform specific defects – Manual testing can find deep bugs rather than focus on smoke testing dozens of variants Advanced level testing 32
  • 33. Diversity Handhelds: Deployments Needed deployments to simulators to support testing – Scheduled deployments integrated to build management and testing Benefits – Advanced testing that provides rapid feedback from functional testing is dependant on basic deployments Intermediate level deployments 33
  • 34. Diversity Handhelds: Reporting Needed to understand stability and historical information – Gather build, various testing and release logs centrally – Align reports to individual builds – Maintain reports related to released builds through that version’s end of life Benefits – Provides data to support and engineering regarding what was tested on old releases customers have problems with – Lowers effort in understanding test results for wide array of platforms / configurations Advanced level reporting 34
  • 35. Diversity Handhelds: Result “How can we reduce the cost of adding a new platform?” – Partners work with device manufacturers – Problems: breaking existing ports & tracking build contents “Ourcontinuous delivery system handles our wide-range of platforms and prevents our ports from going stale. Our bill-of-materials is now generated automatically and our support people can access historical information any time.” 35
  • 36. Key Takeaways • Technology built for “extreme” uses can be used by the rest of us • Select a final goal and immediate first steps • Interact across functional groups to project teams to determine larger needs 36
  • 37. The plan for today • Short Intro to Continuous Delivery • The Maturity Model • Appling the Model: Personas • Additional Resources and Q & A 37
  • 39. More on CI, CD, and DevOps Webinars and more: http://urbancode.com/resources • Deployment Automation Basics • Lean Techniques for Build & Deploy Automation • Enterprise DevOps: Scaling Build, Deploy, Test, Release You should follow us: Urbancode.com/blogs/ Twitter.com/UrbanCodeSoft Facebook.com/UrbanCodeSoft Slideshare.net/UrbanCode 39
  • 40. Yes, UrbanCode is a CD vendor • uBuild(AnthillPro) – Continuous integration and simple CD • uDeploy – Deployment and release management • uCloud(soon) – Environment provisioning from your private cloud 40
  • 41. Questions? Request a copy of the slides or ask more questions eric@urbancode.com mbz@urbancode.com 41

Editor's Notes

  1. CI is based on the observation that the longer development streams diverge, the more painful the eventual integration will be. Taking the converse of the above statement, the more frequently developers integrate their changes, the more painless those integrations will be