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Technical Debt
Management
Mark Niebergall
About Mark Niebergall
● Developing in PHP since 2005
● Working on occupational health screening
project
● Security: SSCP, CSSLP Certified
● PHP, databases, JavaScript
● Enjoy being outdoors
Niebergall
● German
● Ancestry.com: nickname for someone who
habitually failed to repay his debts, from
Middle High German nie ‘never’ + a
derivative of vergelten ‘to repay’
The Dig
● Request to dig a hole
The Dig
● Request to dig a hole
The Dig
● Request to dig a hole
The Dig
● Request to dig a hole
The Dig
● Request to dig a hole
University Bid Sales
● Aging computers and hardware
● Obsolete items
● Never opened items
● Broken items needing repair or parts
● Piles of cables and adapters
The Problem - Updates
return a + b
The Problem - Updates
return (a + b).toFixed(2)
The Problem - Updates
if ( !isNaN(parseFloat(a))
|| isFinite(a)
|| !isNaN(parseFloat(b))
|| isFinite(b)
) {
throw “Not a number”;
}
return (a + b).toFixed(2)
The Problem - Files
index.html
stuff.js
morestuff.js
moreawesomestuff.js
super_more_awesome_stuff.js
evenMoreSuperAwesomeAtuff.js
The Problem - Database
Table: person
Columns: name, address, address1, city, state,
zip, phone, phone2, phone3, email, email2,
address_mailing, address1_mailing,
city_mailing, state_mailing, zip_mailing,
create_timestamp_string, …
The Problem - Database
Table: thing
Columns: name, description, image,
what_it_does, hours, location, cost, time,
owner, obscure_field, ts, sd, or, qa, ei, num, +
50 more columns
The Problem - Architecture
$sql = “SELECT * FROM big_table WHERE
something = “ $_POST[‘from_user’];
$result = mysql_query($sql);
The Problem - Architecture
$value = [
‘some_key’ => [
‘another_key’ => [‘maybe_key’ => ‘alice’, 1 => ‘super awesome’],
‘questionable’ => [‘bob’, ‘cat’ => ‘kittens’, ‘mixed’ => new stdClass]
];
Definition
● Metaphor coined by Ward Cunningham
● Explained further by Martin Fowler, others
Definition
● Consequences of poor design, architecture
● Prudent vs reckless
● Incurred knowingly and inadvertently
● Work needed to complete job properly
Sources of Technical Debt
● Time, resources, and scope creep
● Ignorance
● Misunderstanding of requirements
● Understanding of project
● Unwillingness or lack of motivation
Impact
● Increased time to deliver new features
● Increased time to maintain application
● Increased time paying off debts
● Increased code complexity
Impact
● Software brittleness
● Software bloat
● Magic in application
Personal Finances
● Consider similarities between personal debts
and technical debts
● Personal credit score or rating
● Balanced budget
● Expenditures
● Savings
● Education and training
Positive Impacts of Debt
● Education
● Housing
● Goals
● Business
Negative Impacts of Debt
● Loss of freedom
● Hopelessness
● Depression
● Burdensome
● Stress
● Relationships with others
Stay within Budget
● Avoid excessive debt
● Minimize risk
● Stay within means
● Use available resources
● Iron Triangle: Scope, Resources, Time
Avoid Debt - Operational
● Planning
● Requirements gathering
● Analyze project
● Documentation
● Acceptance tests
Avoid Debt - Technical
● Use a framework
● Be open to new technologies
Avoid Debt - Technical
● Unit tests
● Loosely coupled code
● Code reusability
● Reduce code complexity
Avoid Debt - Technical
● Code reviews and feedback
● Coding standards
● Design patterns
● General best practices
Avoid Debt - Technical
● Continuous integration tools
● Configuration management tools
Static Code Analysis
● Style
● Size
● Design
● Naming
● Duplication
Pay off Debt
● Make a plan
● Set goals
● Stay inside your budget
Pay off Debt
● Consistency
● Pay off some debt each sprint or regular
interval
Repeating Process
● Identify debt
● Make a plan
● Take action
Taking on Debt
Four Rights
● Reason
● Time
● Terms
● Amount
Professional Development
● Participate in local user groups
● Find experienced mentors
● Attend conferences
● Read blogs
● Learn
Refactor
● Sustainability of current solution
● Large effort
● Long term benefits
● Explore available technologies
● Prevent excessive new debt
Technical Debt
● Metaphor
● Reduce your debt
● Pay off debt using repeating process
● Tools available for your project
● Keep learning
References
● Ancestry.com http://www.ancestry.com/name-origin?surname=niebergall
● Ward Cunningham https://www.youtube.com/watch?v=pqeJFYwnkjE
● Martin Fowler http://martinfowler.com/bliki/TechnicalDebt.html
● David Laribee https://msdn.microsoft.com/en-us/magazine/ee819135.aspx
● Mark Noneman https://www.youtube.com/watch?v=cb5fkftdD9k
Questions?
● https://joind.in/14464

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Technical Debt Management

  • 2. About Mark Niebergall ● Developing in PHP since 2005 ● Working on occupational health screening project ● Security: SSCP, CSSLP Certified ● PHP, databases, JavaScript ● Enjoy being outdoors
  • 3. Niebergall ● German ● Ancestry.com: nickname for someone who habitually failed to repay his debts, from Middle High German nie ‘never’ + a derivative of vergelten ‘to repay’
  • 4. The Dig ● Request to dig a hole
  • 5. The Dig ● Request to dig a hole
  • 6. The Dig ● Request to dig a hole
  • 7. The Dig ● Request to dig a hole
  • 8. The Dig ● Request to dig a hole
  • 9. University Bid Sales ● Aging computers and hardware ● Obsolete items ● Never opened items ● Broken items needing repair or parts ● Piles of cables and adapters
  • 10. The Problem - Updates return a + b
  • 11. The Problem - Updates return (a + b).toFixed(2)
  • 12. The Problem - Updates if ( !isNaN(parseFloat(a)) || isFinite(a) || !isNaN(parseFloat(b)) || isFinite(b) ) { throw “Not a number”; } return (a + b).toFixed(2)
  • 13. The Problem - Files index.html stuff.js morestuff.js moreawesomestuff.js super_more_awesome_stuff.js evenMoreSuperAwesomeAtuff.js
  • 14. The Problem - Database Table: person Columns: name, address, address1, city, state, zip, phone, phone2, phone3, email, email2, address_mailing, address1_mailing, city_mailing, state_mailing, zip_mailing, create_timestamp_string, …
  • 15. The Problem - Database Table: thing Columns: name, description, image, what_it_does, hours, location, cost, time, owner, obscure_field, ts, sd, or, qa, ei, num, + 50 more columns
  • 16. The Problem - Architecture $sql = “SELECT * FROM big_table WHERE something = “ $_POST[‘from_user’]; $result = mysql_query($sql);
  • 17. The Problem - Architecture $value = [ ‘some_key’ => [ ‘another_key’ => [‘maybe_key’ => ‘alice’, 1 => ‘super awesome’], ‘questionable’ => [‘bob’, ‘cat’ => ‘kittens’, ‘mixed’ => new stdClass] ];
  • 18. Definition ● Metaphor coined by Ward Cunningham ● Explained further by Martin Fowler, others
  • 19. Definition ● Consequences of poor design, architecture ● Prudent vs reckless ● Incurred knowingly and inadvertently ● Work needed to complete job properly
  • 20. Sources of Technical Debt ● Time, resources, and scope creep ● Ignorance ● Misunderstanding of requirements ● Understanding of project ● Unwillingness or lack of motivation
  • 21. Impact ● Increased time to deliver new features ● Increased time to maintain application ● Increased time paying off debts ● Increased code complexity
  • 22. Impact ● Software brittleness ● Software bloat ● Magic in application
  • 23. Personal Finances ● Consider similarities between personal debts and technical debts ● Personal credit score or rating ● Balanced budget ● Expenditures ● Savings ● Education and training
  • 24. Positive Impacts of Debt ● Education ● Housing ● Goals ● Business
  • 25. Negative Impacts of Debt ● Loss of freedom ● Hopelessness ● Depression ● Burdensome ● Stress ● Relationships with others
  • 26. Stay within Budget ● Avoid excessive debt ● Minimize risk ● Stay within means ● Use available resources ● Iron Triangle: Scope, Resources, Time
  • 27. Avoid Debt - Operational ● Planning ● Requirements gathering ● Analyze project ● Documentation ● Acceptance tests
  • 28. Avoid Debt - Technical ● Use a framework ● Be open to new technologies
  • 29. Avoid Debt - Technical ● Unit tests ● Loosely coupled code ● Code reusability ● Reduce code complexity
  • 30. Avoid Debt - Technical ● Code reviews and feedback ● Coding standards ● Design patterns ● General best practices
  • 31. Avoid Debt - Technical ● Continuous integration tools ● Configuration management tools
  • 32. Static Code Analysis ● Style ● Size ● Design ● Naming ● Duplication
  • 33. Pay off Debt ● Make a plan ● Set goals ● Stay inside your budget
  • 34. Pay off Debt ● Consistency ● Pay off some debt each sprint or regular interval
  • 35. Repeating Process ● Identify debt ● Make a plan ● Take action
  • 36. Taking on Debt Four Rights ● Reason ● Time ● Terms ● Amount
  • 37. Professional Development ● Participate in local user groups ● Find experienced mentors ● Attend conferences ● Read blogs ● Learn
  • 38. Refactor ● Sustainability of current solution ● Large effort ● Long term benefits ● Explore available technologies ● Prevent excessive new debt
  • 39. Technical Debt ● Metaphor ● Reduce your debt ● Pay off debt using repeating process ● Tools available for your project ● Keep learning
  • 40. References ● Ancestry.com http://www.ancestry.com/name-origin?surname=niebergall ● Ward Cunningham https://www.youtube.com/watch?v=pqeJFYwnkjE ● Martin Fowler http://martinfowler.com/bliki/TechnicalDebt.html ● David Laribee https://msdn.microsoft.com/en-us/magazine/ee819135.aspx ● Mark Noneman https://www.youtube.com/watch?v=cb5fkftdD9k