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Scaling is about Un-Scaling Technical Debt

Jeff SzczepanskiChief Operating Officer

talljeff@stackoverflow.com

Suffering from Technical Debt?• Regular Schedule Slips?• [Frequent] Need to Refactor things?• Irregular and Inconsistent Output of New Features?• Adding New Developers Doesn’t Speed Things Up?• Buggy Code and Frequent Regressions?• Ongoing Performance or Stability Problems?• Slow Turnarounds of Bug Fixes?• Bug Fixes for Your Bug Fixes?

Suffering from Technical Debt?

What do you do?

REWRITE!

Wait, REWRITE?

V1.0 V2.0 V3.0

Another Kind of Technical Debt

How Much Code Are You Tossing?How Much Tossing was Really Unavoidable?

Definition of Technical Debt

Misalignment of what is easy to do with your code base and data structures vs. what you need

them to do for your Product(s) to be [more] successful in the Marketplace

Time

Features & Functionality

The Hot Coals of Growth

Evolving Bar Of Quality

80/20 Rule

90/10 Rule

95/05 Rule

99/01 Rule

Customer Compelled vs. Market Focused

The Debt Comes Not Just From Being Customer Compelled in Feature Definition, but it Comes from Being Customer Compelled in How Your

System is Designed.

How Do We Ensure This?

Time

Features & Whole Product Quality

…in the eyes of your

customers

Key to Scaling Your Business

>>> Bringing your Customers and Their Data Along With You on Your Road Map

Holy Wars

ie: Let’s Talk About Software Process

Agile Good

Everyone Agrees, Right?

Waterfall Bad

Good Properties of Agile• Admits that Requirements Evolve• Encourages Regular Releases– Which allows Validation of progress more often

• Sprints are Excellent for Driving Cadence• Closes the Loop Relative to Quality– Quality in all forms

Pitfalls of Agile• Scheduling Beyond a Few Sprints Seems Rare• Implicitly Encourages Feature Centric Thinking

– At the Expense of Good System Design• Incremental Nature encourages Short Cuts

– Lighter Specs, Lighter Documentation, etc.

->> Why plan or document things in too much detail when it’s just going to change anyway.

Good Properties of Waterfall• Formal Specifications Rule• Emphasizes Detailed Planning• System Design is specifically a thing• Highly Efficient, if Requirements are Solid

Pitfalls of Waterfall• Requirements are Never Perfect• Encourages Long Serial Release Cycles– Spec Everything, then Design Everything, then

Build Everything, then Test Everything• Problems Discovered Late• Cost of Errors High

Observation

• Pitfalls of Agile are pretty much the Strengths of Waterfall

• Strengths of Agile are pretty much the Pitfalls of Waterfall

The Agile - Waterfall Continuum™

Agile Waterfall

Key Variables to Consider• Length of Release Cycles• Clarity/Confidence of Customer Requirements• Depth of System Complexity• How Catastrophic Are Defects?• Size of Software Team/Customer Base

Agile

Waterfall

• Requirements Discovery/Validation• Incremental Feature Delivery• Simple Systems close to UI• The progression of “dot” releases

• Architecture Phases• Development of Core Services• Complex Modules far from UI• The Things that Deliver on Your

Differentiation and Positioning

Visualizing This

…and Getting a Little More Practical

Crazy/Hot Matrix

The Joel Test• Do you use source control?• Can you make a build in one step?• Do you make daily builds?• Do you have a bug database?• Do you fix bugs before writing new code?• Do you have an up-to-date schedule?• Do you have a spec?• Do programmers have quiet working conditions?• Do you use the best tools money can buy?• Do you have testers?• Do new candidates write code during their interview?• Do you do hallway usability testing?

Additions for Teams At Scale• Do you Document Your Services & Major

Modules?– Concise Description of Role & Scope– The Full API and all the Interface Data Types– Key Design Assumptions & Dependencies– Single Person on the Team that Owns each

Additions for Teams At Scale• Do you Document all Your Data?– Text for Role of every Table– Text on Purpose and Invariants for

Every Column– Owner that reviews every field

addition/deletion

Additions for Teams At Scale

• Do you Enforce a Coding Standard?

• Do you do Code Reviews?

Additions for Teams At Scale

• Do You Track Bugs Back to Their Source?– Closes the Loop on Quality– Looking for brittle modules– Looking for programmers in need of mentoring

Additions for Teams At Scale• Do you Define Deadlines and Hit Them?– Ie: Can you Make Predictable Schedules?

Scheduling Skeptic?

Why spend time making a schedule we’ll just end up missing….we’ll put that time into the building functionality.

Schedule Skeptic?

Why bother digging that foundation, you’re just increasing the height of the building we need to build.

Why Schedules are Important

• Sales, Marketing, Support & Customers all care when things will ship

• Good Roadmap Decisions Depend on Valid Cost/Benefit Tradeoffs

Why Schedules Are Important

How else do you deterministically evaluate the performance of your developers or your

development team?

Why Schedules Are Important

Predictability is a Symptom of High Quality Software Development

Key Point

Having Reliable Software Schedules is crucial to efficient scaling and

continuous output.

ie: Good Schedules is Good Business

More On Schedule & Cadence• Schedule Slips are a Learning Opportunity– Estimation is a Specific Skill, so Develop It In People

• It’s Better to Do Structured Slips than Cramming• Each Team Should Have an Anchor and a Rover

Pulling It Together

Team Organization

Lots of Skills at Play Here• Discovering, Developing and Finalizing Requirements• System Architecture, Design and Code Construction• Quality Control including effective testing and

validation• Task Estimation and Project Management• Deployment and Ongoing Maintenance• Team Morale and the Things that Drive Cadence

Important Observations• Understand Performance != Results• Bunches of Separable Skills to Develop• Desire Steady Cadence & Continuous Output• Must pay attention to Motivation and Morale• Seek to Empower and Enable, not Manage

Three Key Roles• Developers: As team members• Team Leaders: As Player & Coaches• Engineering Managers: Skills Development

Team Leader• Walking Personification of Your Ideal Developer• Natural Leaders that enjoy Mentoring• Drives Cadence and Morale of the Team

– Usually the Scrum Master for the Team• Responsible for Team meeting its Deadlines• In Charge of Quality of what the Team is Building• Player and a Coach -> Still Codes on the Team• Eyes and Ears for Engineering Management

– Spot treatments not skills development

Engineering Manager• Primary Responsibility is Skills Development• Line Manager of all the Developers• Removes Operational Barriers

– Helps define and deploy common tools & infrastructure• Works with a Longer Term Horizon

– More Month to Month than Day to Day• Role Specializes as Organization Grows

– Splits into Operational Aspects and Skills Development Aspects

Role Separation

Team Leaders => Track Racing Pit CrewEngineering Management => Garage Mechanics

On Team Morale and Cadence• Bottom Up Estimates Only• Strive for Continuous and Steady Output– Expect Ownership of Goals but No Death Marches

• Use Peer and Social Pressure vs. Edicts– Setting Cultural Norms and Expectations

• Merit not tenure based Advancement

In Summary• Minimizing Technical Debt is About Matching

Your Code Base and Data to your Market• Predictability Highly Correlates to Quality • Understand Performance != Results• Ultimate Goal is Developing a Suite of Strong

Skills in Each Developer

Questions?

Thank You!

talljeff@stackoverflow.com@inscitekjeff