Author: elvisboats

Short Version: I'm married to the amazing (and amazingly forgiving) Jennifer, proud possessor of two amazing kids, crazy about all things trouty with fly fishing. I'm an Application Development Manager with Microsoft, and am based out of Portland, Oregon. Long Version: I grew up in Oregon, and moved down to California with the original goal of finishing my education in Civil Engineering, but I found application development and RDBMS systems much more exciting! I do miss the mountain biking in California and the awesome Mexican food, but Oregon is my home and I have never regretted moving back to start a family. Plus it gives me more time for fly fishing for trout and steelhead on the beautiful Deschutes river in central Oregon! ;-) Working for Microsoft has by far been the best experience of my professional life; it's great working with a group of people that are passionate about writing good code and continually improving development practices and firepower. Past assignments have included Providence Health Plans, Kroger, and managing a .NET development team at Columbia Sportswear. Working at Columbia in particular gave me a great customer-side perspective on the advantages that Azure offers a fast-moving development team, the dos and don’ts of agile development/scrum, and the cool rich Ux experiences that SPAs (Single Page Applications) can offer with Breeze, OData, WebAPI, and modern Javascript libraries. Microsoft did a fantastic job of engaging with Columbia and understanding our background and needs; I witnessed their teams win over an initially hostile and change-averse culture. The end result was a very satisfying and mutually beneficial partnership that allowed Columbia to build dynamic applications and services using best-of-breed architecture. I’m a MCDBA and a Certified Scrum Master.

DevOps Practices – Part 1, Spotify.

Got 10 minutes?

We’re celebrating the upcoming launch of our book by putting out a series of videos covering that thorniest of issues – culture. There’s a lot to be learned from the companies that have been able to make DevOps work.

For example, take Spotify. They’ve been able to instill a risk-friendly environment, centered around the concept of autonomous teams called squads. (There’s also tribes and guilds, but that’s another story!)

Click any of the images below to watch the video:

URL: https://youtu.be/HfR-AIHrsk8

 

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DevOps Stories – Interview with Nigel Kersten of Puppet


Nigel came to Puppet from Google HQ in Mountain View, where he was responsible for the design and implementation of one of the largest Puppet deployments in the world. At Puppet, Nigel was responsible for the development of the initial versions of Puppet Enterprise and has since served in a variety of roles, including head of product, CTO, and CIO. He’s currently the VP of Ecosystem Engineering at Puppet. He has been deeply involved in Puppet’s DevOps initiatives, and regularly speaks around the world about the adoption of DevOps in the enterprise and IT organizational transformation.

Note – these and other interviews and case studies will form the backbone of our upcoming book “Achieving DevOps” from Apress, due out in mid 2019 and available now for pre-order!

The Deep End of the Pool

I grew up in Australia; I was lucky enough to be one of those kids that got a computer. It turns out that people would pay me to do stuff with them! So I ended up doing just that – and found myself at a local college, managing large fleets of Macs and handling a lot of multimedia and audio needs there. Very early in my career, I found hundreds of people – students and staff – very dependent on me to be The Man, to fix their problems. And I loved being the hero – there’s such a dopamine hit, a real rush! The late nights, the miracle saves – I couldn’t get enough.

Then the strangest thing happened – I started realizing there was more to life than work. I started getting very serious about music, to the point where I was performing. And I was trying a startup with a friend on the side. So, for a year or two, work became – for the first time – just work. Suddenly I didn’t want to spend my life on call, 24 hours a day – I had better things to do! I started killing off all my manual work around infrastructure and operations, replacing it with automation and scripts.

That led me to Google, where I worked for about five years. I thought I was a scripting and infrastructure ninja – but I got torn to shreds by the Site Reliability Engineers there. It was a powerful learning experience for me – I grew in ways I couldn’t have anywhere else. For starters, it was the deep end of the pool. We had a team of four managing 80,000 machines. And these weren’t servers in a webfarm – these were roaming laptops, suddenly appearing on strange networks, getting infected with malware, suffering from unreliable network connections. So we had to automate – we had no choice about it. As an Ops person, this was a huge leap forward for me – it forced me to sink or swim, really learn under fire.

Then I left for Puppet – I think I was employee #13 there – now we’re at almost 500 and growing. I’m the Chief Technical Strategist, but that’s still very much a working title – I run engineering and product teams, and handle a lot of our community evangelism and architectural vision. Really though it all comes down to trying to set our customers up for success.

Impoverished Communication

I don’t think our biggest challenge is ever technical – it’s much more fundamental than that, and it comes down to communication. There’s often a real disconnect between what executives think is true – what they are presenting at conferences and in papers – and what is actually happening on the ground. There’s a very famous paper from the Harvard Business Review back in the 70’s that said that communication is like water. Communication downwards is rarely a problem, and it works much better than most managers realize. However, open and honest communication up the chain is hard, like trying to pump water up a hill. It gets filtered or spun, as people report upwards what their manager wants to believe or what will reflect well on them – and next thing you know you have an upper management layer that thinks they are well informed but really is in an echo chamber. Just for example, take the Challenger shuttle disaster – technical data that clearly showed problems ahead of the explosion were filtered out, glossed over, made more optimistic for senior management consumption.

We see some enterprises out there struggling and it becomes this very negative mindset – “oh, the enterprise is slow, they make bad decisions, they’re not cutting edge.” And of course that’s just not true, in most cases. These are usually good people, very smart people, stuck in processes or environments where it’s difficult to do things the right way. Just for example, I was talking recently to some very bright engineers trying to implement change management, but they were completely stuck. This is a company that is about 100,000 people – for every action, they had to go outside their department to get work done. So piecemeal work was killing them – death by a thousand cuts.

Where To Start

In most larger enterprises aiming for complete automation, end to end, is somewhat of a pipe dream – just because these companies have so many groups and siloes and dependencies. But that’s not saying that DevOps is impossible, even in shared services type orgs. This isn’t nuclear science, it’s like learning to play the piano. It doesn’t require brilliance, it’s not art – it’s just hard work. It just takes discipline and practice, daily practice.

I have the strong impression that many companies out there SAY they are doing DevOps, whatever that means – but really it hasn’t even gotten off the ground. They’re still on Square 1, analyzing and trying to come up with the right recipe or roadmap that will fit every single use case they might encounter, past present and future. So what’s the best way forward if you’re stuck in that position?

Well, first off, how much control do you have over your infrastructure? Do you have the ability to provision your VM’s, self-service? If so you’ve got some more cards to play with. Assuming you do – you start with version control. Just pick one – ideally a system you already have. Even if it’s something ancient like Subversion – if that’s what you have, use it as your one single source of truth. Don’t try to migrate to latest and greatest hipster VC system. You just need to be able to programmatically create and revert commits. Put all your shell scripts in there and start managing your infrastructure from there, as code.

Now you’ve got your artifacts in version control and you’re using it as a single repository, right? Great – then talk to the people running deployments on your team. What’s the most painful thing about releases? Make a list of these items, and pick one and try to automate it. And always prioritize building blocks that can be consumed elsewhere. For example, don’t attempt to start by picking a snowflake production webserver and trying to automate EVERYTHING about it – you’ll just end up with a monolith of infrastructure code you can’t reuse elsewhere, your quality needle won’t budge. No, instead you’d want to take something simple and in common and create a building block out of it.

For example, time synchronization – it’s shocking, once you talk to Operations people, how something so simple and obvious as a timestamp difference between servers can cause major issues – forcing a rollback due to cascading issues or a troubleshooting crunch because the clocks on two servers drifted out of synch and it broke your database replication. That’s literally fixed in Linux by installing a single package and config. But think about the reward you’ll get in terms of quality and stability with this very unglamorous but fundamental little shift.

Take that list and work on what’s causing pain for your on-call people, what’s causing your deployments to break. The more you can automate this, the better. And make it as self-service as possible – instead of having the devs fire off an email to you, where you create a ticket, then provision test environments – all those manual chokepoints – wouldn’t it be better to have the devs have the ability to call an API or click on a website button and get a test environment spun up automatically that’s set up just like production? That’s a force multiplier in terms of improving your quality right at the get-go.

 Now you’ve got version control, you can provision from code, you can roll out changes and roll them back. Maybe you add in inventory and discoverability of what’s actually running in your infrastructure. It’s amazing how few organizations really have a handle on what’s actually running, holistically. But as you go, you identify some goals and work out the practices you want to implement – then choose the software tool that seems the best fit.

Continuous Delivery Is The Finish Line

The end goal though is always the same. Your target, your goal is to get as close as you can to Continuous Integration / Continuous delivery. Aiming for continuous delivery is the most productive single thing an enterprise can do, pure and simple. There’s tools around this – obviously working for Puppet I have my personal bias as to what’s best. But pick one, after some thought – and play with it. Start growing out your testing skills, so you can trust your release gates.

With COTS products you can’t always adopt all of these practices – but you can get pretty close, even with big-splash, multi-GB releases. For example, you can use deployment slots and script as much as you can. Yes, there’s going to be some manual steps – but the more you can automate even this, the happier you’ll be.

Over time, kind of naturally, you’ll see a set of teams appear that are using CI/CD, and automation, and the company can point to these as success stories. That’s when an executive sponsor can step in and set this as a mandate, top down. But just about every DevOps success story we’ve seen goes through this pioneering phase where they’re trying things out squad by squad and experimenting – that’s a good thing. You can’t skip this, no more than a caterpillar can go right to being a butterfly.

DevOps Teams

At first I really hated the whole DevOps Team concept – and in the long term, it doesn’t make sense. It’s actually a common failure point – a senior manager starts holding this “A” team up as an example. This creates a whole legion of haters and enemies, people working with traditional systems who haven’t been given the opportunity to change like the cool kids – the guys always off at conferences, running stuff in the cloud, blah blah. But in the short term it totally has its place. You need to attach yourself to symbols that makes it clear you’re trying to change. If you try to boil the ocean or spin it out with dozens of teams, it gets diluted and your risk rises, it could lose credibility. Word of mouth needs to be in your favor, kind of like band t-shirts for teenagers. So you can start with a small group initially for your experiments – just don’t let it stay that way too long.

But what if you DON’T have that self-provisioning authority? Well there’s ways around that as well. You see departments doing things like doing capacity planning and reserving large pools of machines ahead of time. That’s obviously suboptimal and it’s disappearing now that more people are seeing what a powerful game-changer the cloud and self-provisioned environments are. The point is – very rarely are we completely shackled and constrained when it comes to infrastructure.

Automation and Paying Off Technical Debt

It’s all too easy to get bogged down in minutiae when it comes to automation. I said earlier that DevOps isn’t art, it’s just hard work – and that’s true. But focus that hard work on the things that really matter. Your responsibility is to make sure you guard your time and that of the people around you. If you’re not careful, you’ll end up replacing this infinite backlog of manual work you have to do with an infinite amount of tasks you need to automate. That’s really demoralizing, and it really hasn’t made your life that much better!

Let’s take the example of a classic three-tier web app you have onprem. And you’ve sunk a lot of time into it so that now it fails every week versus every 6 months – terrific! But for that next step – instead of trying to automate it completely end to end, which you could do – how could you change it so that its more service oriented, more loosely coupled, so your maintenance drops even more and changes are less risky? Maybe building part of it as a microservice, or putting up that classic Martin Fowler strangler fig, will give you this dramatic payoff you would never get with grinding out automation for the sake of automation and never asking if there’s a better way.

Paying off technical debt is a grind, just like paying off your credit card and paying off the mortgage. Of course you need to do that – but it shouldn’t be all you do! Maybe you’ll take some money and sink it into an investment somewhere, and get that big boost to your bottom line. So instead of mindlessly just paying off your technical debt, realize you have options – some great investment areas open to you – that you can invest part of your effort in.

Optimism Bias and Culture

This brings us right back to where we started, communication. There is a fundamental blind spot in a lot of books and presentations I see on DevOps, and it has to do with our optimism bias. DevOps started out as a grassroots, community driven movement – led and championed by passionate people that really care about what they’re doing, why they’re doing it. Pioneers like this are a small subset of the community though – but too often we assume ‘everyone is just like us’! What about the category a lot of people fall in – the ones who just want to show up, do their job, and then go home? If we come to them with this crusade for efficiency and productivity, it just won’t resonate with the 9 to 5 crowd. They like the job they have – they do a lot of manual changes, true, but they know how to do it, it guarantees a steady flow of work and therefore income, and any kind of change will not be viewed as an improvement – no matter how you try to sell it. You could call this “bad”, or just realize that not everyone is motivated by the same things or thinks the same way. In your approach, you may have to mix a little bit of pragmatism in with that DevOpsy-starry eyed idealism – think of different ways to reach them, work around them, or wait for a strong management drive to collapse this kind of resistance.

DevOps Stories – Interview with John Weers of Micron

John Weers is Senior Manager of DevOps and Software Quality at Micron. He works to build highly capable teams that trust each other, build high quality software, deliver value with each sprint and realize there’s more to life than work.

Note – these and other interviews and case studies will form the backbone of our upcoming book “Achieving DevOps” from Apress, due out in mid 2019 and available now for pre-order!

Kickstarting a DevOps Culture

Some initial background – I lead on a team of passionate DevOps engineers/managers who are tasked with making our DevOps transformation work.   While our group is only officially about 5 months old, we’ve all been working this separately for quite a while.

About every two weeks we have a group of about 15 DevOps experts that get together and talk – we call them the “design team”.  That’s a critical touch point for us – we identify some problems in the organization, talk about what might be the best practice for them, and then use that as a base in making recommendations. So that’s how we set up a common direction and coordinate; but we each speak for and report to a different piece of the org. That’s a very good thing – I’d be worried if we were a separate group of architects, because then we’d get tuned out as “those DevOps guys”. It’s a different thing altogether if a recommendation is coming from someone working for the same person you do!

We’ve made huge strides when it comes to being more of a learning-type organization – which means, are we risk-friendly, do we favor experimentation? When there’s a problem, we’re starting to focus less on root cause and ‘how do we prevent this disaster from happening again’ – and more on, what did we learn from this? I see teams out there trying new things, experimenting with a new tool for automation – and senior management has responded favorably.


Our movement didn’t kick off with a bang. About 5 years ago, we came to the realization that our quality in my area of IT was poor. We knew quality was important, but didn’t understand how to improve it. Some of the software we were deploying was overly complex and buggy. In another area, the issue wasn’t quality but time – the manual test cycle was too long, we’re talking weeks for any release.

You can tell we’re making progress by listening to people’s conversations – it’s no longer about testing dates or coverage percentages or how many bugs we found this month, but “how soon can we get this into production?” – most of the fear is gone of a buggy release as we’ve moved up that quality curve. But it has been a gradual thing. I talked to everyone I could think of at conferences, about their experiences with DevOps. It took a lot of trial and error to find out what works with our organization. No one that I know of has hit on the magical formula right off the bat; it takes patience and a lot of experimentation.

Start With Testing

Our first effort was to target testing – automated testing, in our case using HP’s UFT and Quality Center platform. But there never was an all-hands-on-deck, call to “Do DevOps!” – that did happen, but it came two years later. We had to lay down the groundwork by focusing first on quality, specifically testing.

We’re five years along now and we are making progress, but don’t kid yourself that growth or a change in mindset happens overnight. Just the phrase “Shift Left” for example – we did shift our quality work earlier in the development process by moving to unit testing and away from UI/Regression testing. We found that it decreased our bugs in production by a very significant amount.

We went through a few phases – one where we had a small army of contractors doing test automation and regression testing against the UI layer. Quality didn’t improve, because of the he-said/she-said type interactions between the developers and QA teams in their different siloes. We tried to address interactions between different applications and systems with integration testing, and again found little value. The software was just too complex. Then we reached a point where we realized the whole dynamic needed to be rethought.

So, we broke up the QA org in its entirety, and assigned QA testers on each of our agile teams and said – you guys will sink or swim as a team. Our success with regression testing went up dramatically, once we could write tests along with the software as it was being developed.  Once a team is accountable for their quality, they find a way of making it happen.

We got resistance and kickback from the developers, which was a little surprising. There was a lot of complaint when we first started requiring developers to write unit tests along with their code of it not being “value added” type activity. But we knew this was something that was necessary – without unit tests, by the time we knew there was a problem in integration or functional testing, it would often be too late to fix it in time before it went out the door.

So, we held the line and now those teams that have a comprehensive unit testing suite are seeing very few errors being released to production.  At this point, those teams won’t give up unit testing because it’s so valuable to them.

“Shift Left” doesn’t mean throwing out all your integration and regression testing. You still need to do a little testing to make sure the user experience isn’t broken. “Shift Left” means test earlier in the process, but in my mind it also means that “our team” owns our quality.

Culture and Energy are the Limiting Points

If you want to “Do DevOps” as a solo individual, you’ll fail.   You need other experts around you to share the load and provide ideas and help.  A group is stronger than any individual.

Can I say – the tool is not the problem, ever? It’s always culture and energy. What I seem to find is, we can make progress in any area that I or another DevOps expert can personally inject some energy into. If I’m visible, if I talk to people, if I can build a compelling storyline – we make rapid progress. Without it, we don’t. It’s almost like starting a fire – you can’t just crumple up some newspaper, dump some kindling on it, light a match and walk away. You’ve got to tend it, constantly add material or blow on it to get something going.

We’re spread very thin; energy and time are limited, and without injecting energy things just don’t happen. That’s a very common story – it’s not that we’re lazy, or bad, or stupid – we work very hard, but there’s so much work to be done we can’t spare the cycles to look at how we’re going about things. Sometimes, you need an outside perspective to provide that new idea, or show a different way.

Lead By Listening

One of the base principles of DevOps is to find your area of pain and devote cycles into automating it. That removes a lot of waste, human defects, errors when you’re running a deployment. But that doesn’t resonate when I work with a team that’s new to DevOps. I don’t walk in there with a stone tablet of commandments, “here’s what you should do to do DevOps”. That’s a huge turn-off.

Instead, I start by listening. I talk to each team ask them how they go about their work, what they do, how they do it. Once we find out how things are working, we can also identify some problems – then we can come in and we can talk about how automation can address that problem in a way that’s specific to that team, how DevOps can make their world better. They see a better future and they can go after it.

Tools as an Incentive

I just said the tool isn’t the problem, but that doesn’t mean it’s not a critical part of the solution. I’m a techie at heart and I like a shiny new tool just as much as the next person. You can use tools as incentives to get new changes rolling. It’s a tough sell to walk into a meeting and pitch unit testing as a cure to quality issues if they take a long time to write. But if we talk about using Visual Studio Enterprise and how it makes unit tests simple and it’s able to run them real time, now it becomes easier to do unit testing than to test the old way. If we can show how these tools can shrink testing to be an afterthought instead of a week, now we have your attention!

About a year ago, our CIO set a mandate for the entire organization to excel at both DevOps and Agile. But the architecture wasn’t defined, no tools were specified. Which is terrific – DevOps and Agile is just a way of improving what we can do for the business. We now see different teams having different tech stacks and some variation in the tools based on what their pain point is and what their customers are needing.  As a rule, we encourage alignment where it makes sense around either a technology stack or with a common leader. That provides enough alignment that teams can learn from each other and yet look for better ways of solving their issues.

The rule is that each main group in IT should favor a toolchain, but should choose software architecture that fits their business needs.  In one area, for example, the focus is on getting changes into production as fast as possible. This is the cutting edge of the blade, so automation and fast turnaround cycles are everything. For them, microservices are a terrific option and the way that their development happens – it fits the business outcomes they want.

Do You Need the Cloud?

They’ll tell you that DevOps means the cloud; you can’t do it without rapid provisioning which means scalable architecture and massive cloud-based datacenters. But we’re almost 100% on-prem. For us, we need to keep our software, especially R&D, privately hosted. That hasn’t slowed us down much.   It would certainly be more convenient to have cloud-based data centers and rapid provisioning, but it’s not required by any means.

Metrics We Care About

We focus on two things – lead time (or cycle time in the industry) and production impact. We want to know the impact in terms of lost opportunity – when the fab slows down or stops because of a change or problem. That resonates very well with management, it’s something everyone can understand.

But I tell people to be careful about metrics. It’s easy to fall in love with a metric and push it to the point of absurdity! I’ve don’t this several times. We’ve dabbled in tracking defects, bug counts, code coverage, volume of unit testing, number of regression tests – and all of them have a dark side or poor behavior that is encouraged. Just for example, let’s say we are tracking and displaying volume of regression tests. Suddenly, rather than creating a single test that makes sense, you start to see tests getting chopped up into dozens of tests with one step in them so the team can hit a volume metric. With bug counts – developers can classify them as misunderstood requirement rather than admitting something was an actual bug. When we went after code coverage, one developer wrote a unit test that would bring the entire module of code under test and ran that as one gigantic block to hit their numbers.

We’ve decided to keep it simple – we’re only going to track these 2 things – cycle time and production impact – and the teams can talk individually in their retrospectives about how good or bad their quality really is. The team level is also where we can make the most impact on quality.

I’ve learned a lot about metrics over the years from Bob Lewis’ IS Survivor columns.  Chief among those lessons is to be very, very careful about the conversation you have with every metric.  You should determine what success looks like, and then generate a metric that gives you a view of how your team is working.  All subsequent conversations should be around “if we’re being successful” and not “are we achieving the metric.”   The worst thing that can happen is that I got what I measured.

PMO Resistance

Sometimes we see some resistance from the BSA/PM layer. That’s usually because we’re leading with our left foot – the right way is to talk about outcomes. What if we could get code out the door faster, with a happier team, with less time testing, with less bugs? When we lead with the desired outcome, that middle layer doesn’t resist, because we’re proposing changes that will make their lives easier.

I can’t stress this enough – focus on the business outcomes you’re looking for and eliminate everything else. Only pursue a change if the outcome fits one of those business needs.

When we started this quality initiative, initially our release cycle averaged – I wish I was exaggerating – about 300 days. We would invest a huge amount of testing at every site before we would deploy. Today, we have teams with cycle times under 10 days. But that speed couldn’t happen unless our quality had gone up. We had to beef up our communication loop with the fab so if there was a problem we can stop it before it gets replicated.

The Role of Communication

You can’t overstate credibility. As we create less and less impact with changes we deploy, our relationship with our customers in the business gets better and better. Just for example, three years ago we had just gone through a disastrous communication tool patch that had grounded an entire site for hours.  We worked through the problems internally and then I came to a plant IT director a year later and told them that we thought the quality issues were taken care of and enlisted their help.

Our next deployment required 5 minutes of downtime and had limited sporadic impact.  And that’s been the last real impact we’ve had during software deployment for this tool in almost 3 years – now our deployments are automated and invisible to our users. Slowly building up that credibility and a good reputation for caring about the people you’re impacting downstream has been a big part of our effort.

Cross-Functional Teams

It’s commonly accepted that for DevOps to work you must be cross-functional. We are like many other companies in that we use a Shared Services model – we have several agile teams that include development, QA roles, an infrastructure team, and Operations which handles trouble tickets from the sites – each with their own leader. This might be a pain point in many companies, but for us it’s just how we work. We’ve learned to collaborate and share the pain so that we’re not throwing work over the fence. It’s not always perfect, but it’s very workable.

For example, in my area every week we have a recap meeting which Ops leads, where they talk about what’s been happening in production and work out solutions with the dev managers in the room. In this way the teams work together and feel each other’s pain. We’re being successful and we haven’t had to break up the company into fully cross-functional groups.

Purists might object to this – we haven’t combined Development and Operations, so can we really say that we are “doing DevOps”? If it would help us drive better business outcomes, that org reshuffling would have happened. But for us, since the focus is on business outcomes, not on who we report to, our collaboration cross team is good and getting better every day. We’re all talking the same language, and we didn’t have to reshuffle. We’re all one team. The point is to focus on the business outcomes and if you need to reorg, it will be apparent when teams talk about their pain points.

If It Comes Easy, It Doesn’t Stick

Circling back to energy – sometimes I sit in my office and wish that culture was easier to change. It’d be so great if there was a single metric we could align on, or a magical technique where I could flip a switch and everyone would get it and catch fire with enthusiasm. Unfortunately, that silver bullet doesn’t exist.

Sometimes I listen to Dave Ramsey on my way in to work – he talks about changing the family tree and getting out of debt. Something he said though resonated with me – “If it comes easy, it doesn’t stick.” If DevOps came easy for us, it wouldn’t really have the impact on our organization that we need. There’s a lot of effort, thought, suffering – pain, really – to get any kind of outcome that’s worth having.

As long as you focus on the outcome, I believe DevOps is a fantastic thing for just about any organization. But, if you view it as a recipe that you need to follow, or a checklist – you’re on the wrong track already, because you’re not thinking about outcomes. If you build from an outcome that will help your business and think backwards to the best way of reaching that outcome – then DevOps is almost guaranteed to work.

Achieving DevOps – the back story

In writing the book “Achieving DevOps“, we threw away easily as many words as we ended up keeping. I wish space would have allowed us to talk in more depth about waste, Mission Command, and some other principles that we could only skim over at best.

We talk about this in the book as well – but we’re so much in debt to the bright people out there and the lasting work they’ve done. Not all of these were directly referenced in the book, but all influenced us. We didn’t have room for them in the book, but we figure this might be a nice starting point.

In doing our research – which was something we were only able to pull away from with regret and a few sledgehammer whacks by our publisher – some books stood out as being especially amazing. These, I’ve put below with the book cover as an active hyperlink – you can go right to Amazon and buy it from there. (We don’t get paid in any way for this. It’s just to help give back a little.)

But really, the best books I’ve already talked about in my post on “Where To Start?”

OK, on to the hotlinks:

Chapter 2 – Ratcheting Change

  • [robha] – “A Counterintuitive Strategy for Building a Daily Exercise Habit”, Rob Hardy. Medium.com, 7/21/2017. https://betterhumans.coach.me/a-counterintuitive-strategy-for-building-a-lifelong-exercise-habit-13471da4e49d. A great article that first got us thinking about bright lines and activation energy.
  • [bjfth] – “Tiny Habits”, BJ Fogg, Stanford University, 1/1/2018. https://www.tinyhabits.com/
  • [bjthgs] – “Find a good spot in your life”, BJ Fogg. Stanford University, 1/1/2018. https://www.tinyhabits.com/good-spot
  • [jclat] – “Atomic Habits: An Easy & Proven Way to Build Good Habits & Break Bad Ones”, James Clear. Avery, 10/16/2018. ISBN-10: 0735211299, ISBN-13: 978-0735211292


  • [duhigg] – “The Power of Habit: Why We Do What We Do in Life and Business”, Charles Duhigg. Random House, 1/1/2014. ISBN-10: 081298160X, ISBN-13: 978-0812981605
  • [baume] – “Willpower: Rediscovering the Greatest Human Strength”, Roy Baumeister and John Tierney. Penguin Books, 8/28/2012. ISBN-10: 0143122231, ISBN-13: 978-0143122234
  • [jclub] – “Do Things You Can Sustain”, James Clear. https://jamesclear.com/upper-bound

Chapter 2 – Kanban

  • [hanselman] – “Maslow’s Hierarchy of Needs of Software Development”, Scott Hanselman. Hanselman.com, 1/8/2012. https://www.hanselman.com/blog/MaslowsHierarchyOfNeedsOfSoftwareDevelopment.aspx


  • [ferriss] – “The 4-Hour Workweek: Escape 9-5, Live Anywhere, and Join the New Rich”, Timothy Ferriss, December 2019, ISBN-10: 9780307465351, ISBN-13: 978-0307465351
  • [drift2] – My original writeup on Timothy Fenriss’ book – https://driftboatdave.com/2014/09/02/being-busy-is-a-form-of-laziness/
  • [tdoh] – “The DevOps Handbook: How to Create World-Class Agility, Reliability, and Security in Technology Organizations”, Gene Kim, Patrick Dubois, John Willis, Jez Humble. IT Revolution Press, 10/6/2016, ISBN-10: 1942788002, ISBN-13: 978-1942788003
  • [forsgren] – “Accelerate: The Science of Lean Software and DevOps: Building and Scaling High Performing Technology Organizations”, Nicole Forsgren PhD, Jez Humble, Gene Kim. IT Revolution Press, 3/27/2018. ISBN-10: 1942788339, ISBN-13: 978-1942788331

Chapter 2 – Reliability First

Chapter 3 – Continuous Integration

Chapter 3 – Shift Left on Testing

  • [dora2017] – “Annual State of DevOps Report”, unattributed author(s). Puppet Labs, 2017. https://puppetlabs.com/2017-devops-report
  • [clean] – “Clean Code: A Handbook of Agile Software Craftsmanship”, Robert C Martin. Prentice Hall, 8/11/2008. ISBN-10: 9780132350884, ISBN-13: 978-0132350884


  • [feathers] – “Working Effectively with Legacy Code”, Michael Feathers. Prentice Hall, 10/2/2004. ISBN-13: 978-0131177055, ISBN-10: 9780131177055. A true masterpiece. Most of us are not blessed with greenfield type projects; I can’t think of many people that wouldn’t benefit greatly from reading this book and understanding how to better tame that monolith looming in the background.
  • [refactmf] – “Refactoring: Improving the Design of Existing Code”, Martin Fowler. Addison-Wesley Signature Series, 11/30/2018. ISBN-10: 0134757599, ISBN-13: 978-0134757599
  • [crisp] – “Agile Testing: A Practical Guide for Testers and Agile Teams”, Lisa Crispin, Janet Gregory. Addison-Wesley Professional, 1/9/2009. ISBN-10: 9780321534460, ISBN-13: 978-0321534460
  • [crisp2] – “More Agile Testing: Learning Journeys for the Whole Team”, Lisa Crispin, Janet Gregory. Addison-Wesley Professional, 10/16/2014. ISBN-10: 9780321967053, ISBN-13: 978-0321967053
  • [14pt] – “Dr. Deming’s 14 Points for Management”, unattributed author(s). ASQ.org, https://deming.org/explore/fourteen-points
  • [forsgren] – “Accelerate: The Science of Lean Software and DevOps: Building and Scaling High Performing Technology Organizations”, Nicole Forsgren PhD, Jez Humble, Gene Kim. IT Revolution Press, 3/27/2018. ISBN-10: 1942788339, ISBN-13: 978-1942788331
  • [freem] – “Growing Object-Oriented Software, Guided by Tests”, Steve Freeman, Nat Pryce. Addison-Wesley Professional, 10/22/2009. ISBN-10: 9780321503626, ISBN-13: 978-0321503626
  • [mesz] – “xUnit Test Patterns: Refactoring Test Code”, Gerard Meszaros. Addison-Wesley, 5/31/2007. ISBN-10: 9780131495050, ISBN-13: 978-0131495050. Particularly good in its discussion about dummy objects, fake obj, stubs, spies, and mocks.
  • [dbnm] – “No more excuses”, Donovan Brown. Donovanbrown.com, 12/12/2016. http://donovanbrown.com/post/no-more-excuses. Our personal battle cry when it comes to “asking for permission” to write unit tests.
  • [cohnx] – “The Forgotten Layer of the Test Automation Pyramid”, Mike Cohn. Mountain Goat Software, 12/17/2009. https://www.mountaingoatsoftware.com/blog/the-forgotten-layer-of-the-test-automation-pyramid
  • [williams] – “The Costs and Benefits of Pair Programming”, Alistair Cockburn, Laurie Williams, 1/1/2001. https://collaboration.csc.ncsu.edu/laurie/Papers/XPSardinia.PDF
  • [gucks] – “Moving 65,000 Microsofties to DevOps on the Public Cloud”, Sam Guckenheimer, 8/3/2017. https://www.visualstudio.com/learn/moving-65000-microsofties-devops-public-cloud/
  • [shahxr] – “Shift Left to Make Testing Fast and Reliable”, Munil Shah. Microsoft Docs, 11/8/2017. https://www.visualstudio.com/learn/shift-left-make-testing-fast-reliable/. A must-read for any serious QA devotee.
  • [shahyt] – “Combining Dev and Test in the Org”, Munil Shah. YouTube, 10/24/2017. https://www.youtube.com/watch?v=tj5mfW_gtRU. Microsoft’s decision to move to a single engineering organization where testing and development are unified was a game-changer.
  • [fowlbu] – “UnitTest”, Martin Fowler. MartinFowler.com, 5/5/2014. https://martinfowler.com/bliki/UnitTest.html
  • [fowltp] – “TestPyramid”, Martin Fowler, MartinFowler.com, 5/1/2012. https://martinfowler.com/bliki/TestPyramid.html
  • [cohn] – “Testing Pyramids & Ice-Cream Cones”, Alister Scott. Watirmelon, unknown date. https://watirmelon.blog/testing-pyramids/
  • [nonderminism] – “Eradicating Non-Determinism in Tests”, Martin Fowler, 4/14/2011. https://martinfowler.com/articles/nonDeterminism.html
  • [ddt] – “Defect Driven Testing: Your Ticket Out the Door at Five O’Clock”, Jared Richardson. Dzone.com, 8/4/2010. https://dzone.com/articles/defect-driven-testing-your . Note his thoughts on combating bugs, which tend to come in clusters, with what he calls ‘testing jazz’ – thinking in riffs with dozens of tests checking an issue like invalid spaces in input.
  • [stiny] – “You Are Your Software’s Immune System!”, Matt Stine. DZone.com, 7/20/2010. https://dzone.com/articles/you-are-your-softwares-immune
  • [molteni] – “Giving Up on test-first development”, Luca Molteni. iansommerville, 3/17/2016. http://iansommerville.com/systems-software-and-technology/giving-up-on-test-first-development/ The author found TDD unsatisfying because it encouraged conservatism, focused on detail vs structure, and didn’t catch data mismatches – which he later elaborated with other weak points, including reliance on a layered architecture, agreed upon success criteria, and a controllable operating environment. We disagree with most of his objections but agree with the cautionary note that there is no single universal engineering method that works in every and all cases.
  • [martin] – “The Three Laws of TDD”, Robert Martin. ButUncleBob.com, unknown date. http://butunclebob.com/ArticleS.UncleBob.TheThreeRulesOfTdd
  • [martin3] – “When TDD doesn’t work.”, Robert Martin. The Clean Code Blog, 4/30/2014. https://8thlight.com/blog/uncle-bob/2014/04/30/When-tdd-does-not-work.html
  • [humbleobj1] – “Refactoring code that accesses external services”, Martin Fowler. MartinFowler.com, 2/17/2015. https://martinfowler.com/articles/refactoring-external-service.html A great implementation of Humble Object and refactoring based on Bounded Contexts in this article.
  • [gruvle] – “Start and Scaling Devops in the Enterprise”, Gary Gruver. BookBaby, 12/1/2016. ISBN-10: 1483583589, ISBN-13: 978-1483583587


  • [gruv] – “Leading the Transformation: Applying Agile and DevOps Principles at Scale”, Gary Gruver, Tommy Mouser. IT Revolution Press, 8/1/2015. ISBN-10: 1942788010, ISBN-13: 978-1942788010. An in depth exploration of how HP was able to pull itself out of the mud of long test cycles – even with a labyrinth of possible hardware combinations.

Chapter 3 – Definition of Done, Family Dinner Code Reviews

Chapter 4 – Blameless Postmortems

Chapter 4 – Hypothesis Driven Development

Chapter 4 – Value Stream Mapping


  • [teams] – “Team of Teams: New Rules of Engagement for a Complex World”, Stanley McChrystal. Portfolio, 5/12/2015. ISBN-10: 1591847486, ISBN-13: 978-1591847489. The second most influential book we read, besides “The Power of Habit”. Highly recommended either printed or on Audible; it’s a fast read, and amazingly insightful.
  • [ohno] – “Toyota Production System: Beyond Large-Scale Production”, Taiichi Ohno. Productivity Press; 3/1/1988, ISBN-10: 0915299143, ISBN-13: 978-0915299140
  • [shingo] – “A Study of the Toyota Production System: From an Industrial Engineering Viewpoint (Produce What Is Needed, When It’s Needed)”, Shigeo Shingo, Andrew P. Dillon. Productivity Press; 10/1/1989. ISBN-10: 9780915299171, ISBN-13: 978-0915299171
  • [popp] – “Implementing Lean Software Development: From Concept to Cash”, Mary and Tom Poppendieck. Addison-Wesley Professional, 9/17/2006. ISBN-10: 0321437381, ISBN-13: 978-0321437389
  • [jeffmu] – “The Multitasking Myth”, Jeff Atwood. Coding Horror Blog, 9/27/2006. https://blog.codinghorror.com/the-multi-tasking-myth/
  • [liker] – “The Toyota Way: 14 Management Principles from the World’s Greatest Manufacturer”, Jeffrey K. Liker, McGraw-Hill Education; 1/7/2004, ISBN-10: 0071392319, ISBN-13: 978-0071392310
  • [devcaf65] – “DevOps Cafe Episode 62 – Mary and Tom Poppendieck”, Damon Edwards, John Willis. DevOps Café, 8/16/2015. http://devopscafe.org/show/2015/8/16/devops-cafe-episode-62-mary-and-tom-poppendieck.html
  • [willis] – “DevOps Culture (Part 1)”, John Willis. IT Revolution, 5/1/2012. https://itrevolution.com/devops-culture-part-1/ This is an extremely influential blog; I found myself turning back to it many times.

Chapter 5 – Small Cross Functional Teams

  • [tdoh] – “The DevOps Handbook: How to Create World-Class Agility, Reliability, and Security in Technology Organizations”, Gene Kim, Patrick Dubois, John Willis, Jez Humble. IT Revolution Press, 10/6/2016, ISBN-10: 1942788002, ISBN-13: 978-1942788003
  • [domenic] – “Making Work Visible: Exposing Time Theft to Optimize Work & Flow”, Dominica Degrandis, 11/14/2017, IT Revolution Press; ISBN-10: 1942788150, ISBN-13: 978-1942788157
  • [mcchryst] – “Team of Teams: New Rules of Engagement for a Complex World”, Stanley McChrystal. Portfolio, 5/12/2015. ISBN-10: 1591847486, ISBN-13: 978-1591847489
  • [rother] – “Toyota Kata: Managing People for Improvement, Adaptiveness and Superior Results”, Mike Rother. McGraw-Hill Education, 8/4/2009. ISBN-10: 0071635238, ISBN-13: 978-0071635233

Chapter 5 – Configuration Management and Infrastructure as Code

  • [rbias] – “The History of Pets vs Cattle and How to Use the Analogy Properly”, Randy Bias. CloudScaling.com, 9/29/2016. http://cloudscaling.com/blog/cloud-computing/the-history-of-pets-vs-cattle/
  • [kief] – “Infrastructure as Code: Managing Servers in the Cloud”, Kief Morris. O’Reilly Media, 6/27/2016. ISBN-10: 1491924357, ISBN-13: 978-1491924358
  • [cern] -“Are your servers PETS or CATTLE?”, Simon Sharwood. The Register, 3/18/2013. https://www.theregister.co.uk/2013/03/18/servers_pets_or_cattle_cern/
  • [guckiac] – “What is Infrastructure as Code?”, Sam Guckenheimer. Microsoft Docs, 4/3/2017. https://docs.microsoft.com/en-us/azure/devops/learn/what-is-infrastructure-as-code
  • [russd] – “It Takes Dev and Ops to Make DevOps”, Russ Collier. DevOpsOnWindows.com, 7/26/2013. http://www.devopsonwindows.com/it-takes-dev-and-ops-to-make-devops/
  • [puppiac] – “Infrastructure as code”, unattributed author(s). Puppet, unknown date. https://puppet.com/solutions/infrastructure-as-code – A great overview with videos of why IAC is so important
  • [newm] “Building Microservices: Designing Fine-Grained Systems”, Sam Newman. O’Reilly Media, 2/20/2015. ISBN-10: 1491950358, ISBN-13: 978-1491950357
  • [yevg] – “Terraform: Up and Running: Writing Infrastructure as Code”, Yevgeniy Brikman. O’Reilly Media, 3/27/2017. ISBN-10: 1491977086, ISBN-13: 978-1491977088
  • [sre] – “Site Reliability Engineering: How Google Runs Production Systems”, Niall Richard Murphy, Betsy Beyer, Chris Jones, Jennifer Petoff, O’Reilly Media; 4/16/2016, ISBN-10: 149192912X, ISBN-13: 978-1491929124
  • [gruvle] – “Start and Scaling Devops in the Enterprise”, Gary Gruver. BookBaby, 12/1/2016. ISBN-10: 1483583589, ISBN-13: 978-1483583587

Chapter 5 – Security As Part of the Lifecycle

Chapter 5 – Automated Jobs and Dev Production Support

  • [maun] – “Rundeck Helps Ticketmaster Reshape Operations”, unattributed author(s). Rundeck.org, 1/1/2015. http://rundeck.org/stories/mark_maun.html – Note the strong objections by both developers and Operations (costs, risks, SOX and security compliance, straightjacketed solution sets and loss of control). This resistance dropped on both sides as a lengthy pilot period proved that runbooks provided both simplicity and auditable, repeatable, and traceable action steps that simplified troubleshooting.
  • [pagr] – “Incident Response”, unattributed author(s). PagerDuty, unknown date. https://response.pagerduty.com/ An excellent documentation hub on how to handle initial response.
  • [mulkey2] – “DevOps Cafe Episode 61 – Jody Mulkey”, John Willis, Damon Edwards. DevOps Café, 7/27/2015. http://devopscafe.org/show/2015/7/27/devops-cafe-episode-61-jody-mulkey.html
  • [newm] “Building Microservices: Designing Fine-Grained Systems”, Sam Newman. O’Reilly Media; 2/20/2015. ISBN-10: 1491950358, ISBN-13: 978-1491950357
  • [sharma] – “The DevOps Adoption Playbook: A Guide to Adopting DevOps in a Multi-Speed IT Enterprise”, Sanjeev Sharma. Wiley, 2/28/2017. ISBN-10: 9781119308744, ISBN-13: 978-1119308744
  • [gruvle] – “Start and Scaling Devops in the Enterprise”, Gary Gruver, BookBaby, 12/1/2016. ISBN-10: 1483583589, ISBN-13: 978-1483583587
  • [sre] – “Site Reliability Engineering: How Google Runs Production Systems”, Niall Richard Murphy, Betsy Beyer, Chris Jones, Jennifer Petoff, O’Reilly Media; 4/16/2016, ISBN-10: 149192912X, ISBN-13: 978-1491929124

Chapter 6 – Metrics and Monitoring

  • [babb] – “Fly-Fishin’ Fool: The Adventures, Misadventures, and Outright Idiocies of a Compulsive Angler”, James Babb. Lyons Press; 4/1/2005. ISBN-10: 1592285937, ISBN-13: 978-1592285938
  • [theart] – “The Art of Monitoring”, James Turnbull. Amazon Digital Services LLC, 6/8/2016. ASIN: B01GU387MS. Perhaps the best overall discussion we’ve seen of monitoring and a very good, explicit implementation of the ELK stack to handle aggregation and dashboarding. See my blog post for more on this outstanding work.
  • [guckenheimer2] – “Moving 65,000 Microsofties to DevOps on the Public Cloud”, Sam Guckenheimer. Microsoft Docs, 8/3/2017. https://docs.microsoft.com/en-us/azure/devops/devops-at-microsoft/moving-65000-microsofties-devops-public-cloud
  • [hawthorne] – “The Hawthorne effect”, Tom Hindle. The Economist, 11/3/2008. https://www.economist.com/news/2008/11/03/the-hawthorne-effect
  • [baer] – “How Changing One Habit Helped Quintuple Alcoa’s Income”, Drake Baer. Business Insider, 4/19/2014. https://www.businessinsider.com/how-changing-one-habit-quintupled-alcoas-income-2014-4
  • [popp4] – “DevOps Cafe Episode 62 – Mary and Tom Poppendieck”, John Willis, Damon Edwards. DevOps Café, 8/16/2015. http://devopscafe.org/show/2015/8/16/devops-cafe-episode-62-mary-and-tom-poppendieck.html


  • [visible] – “The Visible Ops Handbook: Implementing ITIL in 4 Practical and Auditable Steps”, Kevin Behr, Gene Kim, George Spafford. Information Technology Process Institute, 6/15/2005. ISBN-10: 0975568612, ISBN-13: 978-0975568613. We wish this short but powerful book was better known. Like Continuous Delivery”, it’s aged well – and most of its precepts still hold true. It resonates particularly well with IT managers and Operations staff.
  • [rayg2] – “Customer focus and making production visible with Raygun”, Damian Brady. Channel9, 2/8/2018. https://channel9.msdn.com/Shows/DevOps-Lab/Customer-focus-and-making-production-visible-with-Raygun?WT.mc_id=dlvr_twitter_ch9
  • [hubbard] – “How to Measure Anything: Finding the Value of Intangibles in Business”, Douglas Hubbard. Wiley Publishing, 3/17/2014. ISBN-10: 9781118539279, ISBN-13: 978-1118539279
  • [turnbull] – “DevOps Cafe Episode 70 – James Turnbull”, John Willis, Damon Edwards. DevOps Café, 10/26/2016. http://devopscafe.org/show/2016/10/26/devops-cafe-episode-70-james-turnbull.html
  • [cockr] – “DevOps Cafe Episode 50 – Adrian Cockcroft”, John Willis, Damon Edwards. DevOps Café, 7/22/2014. http://devopscafe.org/show/2014/7/22/devops-cafe-episode-50-adrian-cockcroft.html. I love this interview in part for Adrian calling out teams that are stuck in analysis paralysis – and the absurdity of not giving teams self-service environment provisioning. “First I ask… are you serious?”


  • [julian] – “Practical Monitoring: Effective Strategies for the Real World”, Mike Julian. O’Reilly Media, 11/23/2017. ISBN-10: 1491957352, ISBN-13: 978-1491957356. I think this may actually be a little better than “The Art of Monitoring” – though that’s also a book we loved and found value in – just because there’s less of a narrow focus on the ELK stack.
  • [habit] – “The Power of Habit: Why We Do What We Do in Life and Business”, Charles Duhigg. Random House, 1/1/2014. ISBN-10: 081298160X, ISBN-13: 978-0812981605
  • [bejtlich] – “The Practice of Network Security Monitoring: Understanding Incident Detection and Response”, Richard Bejtlich. No Starch Press, 7/15/2013. ISBN-10: 1593275099, ISBN-13: 978-1593275099

Chapter 6 – Feature Flags and Continuous Delivery

Chapter 6 – Disaster Recovery and Gamedays

  • [dyn1] – “The Dynatrace Unbreakable Pipeline in Azure DevOps and Azure? Bam!”, Abel Wang. AbelSquidHead.com, 8/3/2018. https://abelsquidhead.com/index.php/2018/08/03/the-dynatrace-unbreakable-pipeline-in-Azure DevOps-and-azure-bam/ We would have loved to have gone into much more detail around self-healing CD pipelines and especially the advances made by Dynatrace. Monitoring as Code as a concept is rapidly growing in popularity; we love the application of using automated monitoring for a more viable go/no go decision, and having monitoring (monspec) files kept in source control right next to the other infrastructure and source code of the project.
  • [dyn2] – “Unbreakable DevOps Pipeline: Shift-Left, Shift-Right & Self-Healing”, Andreas Grabner. DynaTrace, 2/9/2018. https://www.dynatrace.com/news/blog/unbreakable-devops-pipeline-shift-left-shift-right-self-healing/ A great walkthrough of implementing an unbreakable CD pipeline, in this case using AWS Lambda functions and Dynatrace. Andreas makes a great case for applying the Shift-Left movement to monitoring as code.
  • [dop65] – “DevOps Cafe Episode 65 – John interviews Damon”, John Willis, Damon Edwards. DevOps Café, 12/15/2015. http://devopscafe.org/show/2015/12/15/devops-cafe-episode-65-john-interviews-damon.html A great discussion about the antipatterns around the releases and the dangerous illusion of control that many managers suffer from. In one company, they had less than 1% of CAB submittals rejected – out of 2,000 approved. Those that were rejected often had not filled out the correct submittal form! As Damon brought out, all this activity was three degrees removed from the keyboard – those making the approvals really had very little idea of what was actually going on. [dop65]
  • [dri2] – “Monitoring, and Why It Matters To You”, Dave Harrison. driftboatdave.com, 4/4/2017. https://driftboatdave.com/2017/04/04/monitoring-and-why-it-matters-to-you/ A more complete discussion of the vicious vs virtuous cycle described in this section, along with some specific examples from Etsy’s groundbreaking work around monitoring.
  • [tdoh] – “The DevOps Handbook: How to Create World-Class Agility, Reliability, and Security in Technology Organizations”, Gene Kim, Patrick Dubois, John Willis, Jez Humble. IT Revolution Press, 10/6/2016, ISBN-10: 1942788002, ISBN-13: 978-1942788003. There’s an excellent story by Heather Mickman of Target about what it took to yank an antique process centered around what they called the TEAP-LARB form. “The surprising thing was that no one knew, outside of a vague notion that we needed some sort of governance process. Many knew that there had been some sort of disaster that could never happen again years ago, but no one could remember exactly what that disaster was.”
  • [forsgren] – “Accelerate: The Science of Lean Software and DevOps: Building and Scaling High Performing Technology Organizations”, Nicole Forsgren PhD, Jez Humble, Gene Kim. IT Revolution Press, 3/27/2018. ISBN-10: 1942788339, ISBN-13: 978-1942788331
  • [dora2017] – “Annual State of DevOps Report”, unattributed author(s). Puppet Labs, 2017. https://puppetlabs.com/2017-devops-report
  • [mcchrystal] – “Team of Teams: New Rules of Engagement for a Complex World”, Stanley McChrystal. Portfolio, 5/12/2015. ISBN-10: 1591847486, ISBN-13: 978-1591847489. The author notes that top-down decisionmaking (as with CAB meetings) has the effect of sapping firepower and initiative; this was echoed by Brian Blackman and Anne Steiner in their interviews in the Appendix section. The military has learned the limitations of higher command, and strives not to command more than is necessary or plan beyond the circumstances that can be foreseen. Orders are given that define and communicate the intent, but the execution strategy is often left up to the individual units.
  • [catafl] – “CatastrophicFailover”, Martin Fowler. MartinFowler.com, 3/7/2005. https://martinfowler.com/bliki/CatastrophicFailover.html . A vivid description of a cascading failure and the complexities associated with event-driven architectures that informed the failure Alex experienced in this section.
  • [matr] – “Making Matrixed Organizations Successful with DevOps: Tactics for Transformation in a Less Than Optimal Organization”, Gene Kim. IT Revolution DevOps Enterprise Forum 2017. https://itrevolution.com/book/making-matrixed-organizations-successful-devops/ A good discussion on how and why to form a cross-functional team, starting with the leadership level.
  • [gruvle] – “Start and Scaling Devops in the Enterprise”, Gary Gruver. BookBaby, 12/1/2016. ISBN-10: 1483583589, ISBN-13: 978-1483583587

Chapter 7 – Microservices

  • [newm] “Building Microservices: Designing Fine-Grained Systems”, Sam Newman. O’Reilly Media; 2/20/2015. ISBN-10: 1491950358, ISBN-13: 978-1491950357. SUCH a great book, definitely on my top 3 list on this subject.
  • [bbom] – “Big Ball of Mud”, Brian Foote and Joseph Yoder. University of Illinois at Urbana-Champaign, 6/26/1999. http://www.laputan.org/mud/mud.html Based on a presentation at the Fourth Conference on Patterns Languages of Programs 1997, the original and very well known “big ball of mud” paper.
  • [yarrow] – “The Org Charts Of All The Major Tech Companies”, Jay Yarrow. Business Insider, 6/29/2011, https://www.businessinsider.com/big-tech-org-charts-2011-6
  • [manu] – “The Google Doodler”, Manu Cornet. Ma.nu, 2011. http://ma.nu/about/aboutme/2013.07.15_theartofdoing_googler_doodler.pdf
  • [feathers] – “Working Effectively with Legacy Code”, Michael Feathers. Prentice Hall, 10/2/2004. ISBN-13: 978-0131177055, ISBN-10: 9780131177055
  • [fowl2] – “Microservices”, James Lewis and Martin Fowler. MartinFowler.com, 3/25/2014. https://martinfowler.com/articles/microservices.html
  • [yegge] – “Stevey’s Google Platforms Rant”, Steve Yegge. Gist.github.com, 1/11/2011. https://gist.github.com/chitchcock/1281611 – a now legendary rant about platforms by a software architect that worked early on at both Google and Amazon. Steve did NOT get fired for his little “reply all” oopsie, shockingly – which tells you a lot about the positive traits of Google’s culture right there.
  • [dign] – “Little Things Add Up”, Larry Dignan. Baseline Magazine, 10/19/2005. http://www.baselinemag.com/c/a/Projects-Management/Profiles-Lessons-From-the-Leaders-in-the-iBaselinei500/3 – “Small teams are fast… and don’t get bogged down. … each group assigned to a particular business is completely responsible for it… the team scopes the fix, designs it, builds it, implements it and monitors its ongoing use.”


  • [sfowl] – “Production-Ready Microservices: Building Standardized Systems Across an Engineering Organization”, Susan Fowler. O’Reilly, 12/1/2016. ISBN-10: 1491965975, ISBN-13: 978-1491965979. Susan points out that there’s always a balance between speed and safety; the key is to start with a clear goal in mind. Her thoughts around alerts and dashboarding are very well thought out. Even better, it hits perhaps the one true weak point of microservices right on the head; the need for governance. She found it most effective to have a direct pre-launch overview with the development team going over the design on a whiteboard; within ten minutes, it will become apparent if the solution was truly production-ready. If you have only one book to read on microservices – this is it.
  • [conw2] – “How Do Committees Invent?”, Melvin Conway. MelConway.com, 4/1/1968. http://www.melconway.com/Home/Committees_Paper.html – The original paper as submitted by Melvin Conway. Famously the Harvard Business Review rejected Melvin’s original paper due to lack of proof; Datamation ended up publishing it in April 1968, and Fred Brook’s classic book “The Mythical Man-Month” made it famous. Rarely has such a small splash made such a big ripple.
  • [nacha] – “The Influence of Organizational Structure On Software Quality: An Empirical Case Study”, Nachiappan Nagappan, Brendan Murphy, Victor Basili, and Nachi Nagappan. Microsoft Research, 1/1/2008. https://www.microsoft.com/en-us/research/publication/the-influence-of-organizational-structure-on-software-quality-an-empirical-case-study/?from=http%3A%2F%2Fresearch.microsoft.com%2Fpubs%2F70535%2Ftr-2008-11.pdf – A very nice metrics-based backup to what we read in “The Mythical Man-Month”, as shown with the troubled Windows Vista release at Microsoft. Here in a recap of that disastrous release, the researchers found that the structure of the organization was the most relevant predictor of failure-prone applications – versus traditional KPIs like churn, complexity, coverage, and bug counts. We suspect that this paper and others like it influenced the decision by Microsoft to upend the structure of their program teams for Azure DevOps and Bing.
  • [grint] – “Splitting the organization and integrating the code: Conway’s law revisited”, Rebecca Grinter, James D. Herbsleb. ACM Digital Library, 5/22/1999. https://dl.acm.org/citation.cfm?id=302455. Interestingly, while the Nachiappan study above mentioned that globally distributed teams didn’t perform worse than collocated teams, this paper says the opposite – collocated teams are better functioning than globally distributed. It turns out that when you control for team size, both are correct: the greatest limiting factor was that old enemy, communications overhead. In other words, it doesn’t seem to matter as much if a team is collocated vs distributed, as long as we cap the size to that magical 5-12 number.
  • [lightst] – “The Only Good Reason to Adopt Microservices”, Vijay Gill. LightStep.com, 7/19/2018. https://lightstep.com/blog/the-only-good-reason-to-adopt-microservices/
  • [kimbre] – “An Interview with Jez Humble on Continuous Delivery, Engineering Culture, and Making Decisions”, Kimbre Lancaster. split.io, 8/16/2018. https://www.split.io/blog/jez-humble-interview-decisions-2018/
  • [fami] – “Microservices, IoT, and Azure: Leveraging DevOps and Microservice Architecture to deliver SaaS Solutions”, Bob Familiar. Apress, 10/20/2015. ISBN-10: 9781484212769, ISBN-13: 978-1484212769. The best book we’ve seen out there on IoT in the Microsoft space, by a long shot. Bob Familiar does a terrific job of explaining IoT and microservices in context.
  • [fowl4] – “StranglerApplication”, Martin Fowler. MartinFowler.com, 6/29/2004. https://www.martinfowler.com/bliki/StranglerApplication.html
  • [narum] – “Strangler Pattern”, Masashi Narumoto and Mike Wasson. Microsoft Docs, 6/22/2014, https://docs.microsoft.com/en-us/azure/architecture/patterns/strangler A good quick overview of how we can use the strangler pattern to chip away and eventually deprecate a massive legacy app. Mike Wasson in particular may be one of the best technical writers we’ve got at Microsoft.
  • [calca] – “Building Products at SoundCloud —Part I: Dealing with the Monolith”, Phil Calcado. Soundcloud, 6/11/2014. https://developers.soundcloud.com/blog/building-products-at-soundcloud-part-1-dealing-with-the-monolith
  • [hodg1] – “Azure DevOps: From Monolith to Cloud Service”, Buck Hodges. YouTube, 10/24/2017. https://www.youtube.com/watch?v=9frodP5xLxk&feature=youtu.be A nice discussion of how Azure DevOps made the switch to microservices, including maintaining consistency between an on-premises product and the hosted multi-tenant service, how they tackled that tough backend problem, and starting over with telemetry.
  • [hodg2] – “From Monolith to Cloud Service”, Buck Hodges. Microsoft Docs, 11/8/2017. https://docs.microsoft.com/en-us/azure/devops/learn/devops-at-microsoft/monolith-cloud-service?WT.mc_id=linkedin . Starting from a position much like Ben’s team does, with a good use of version control but little else – no telemetry, no agile or scrum, no live-site support or on-call experience, Buck walks us through turning an onprem monolith into a microservice-based, cloud-native service with Azure DevOps.
  • [hodg3] – “Patterns for Resiliency in the Cloud”, Buck Hodges. Microsoft Docs, 11/8/2017. https://docs.microsoft.com/en-us/azure/devops/learn/devops-at-microsoft/patterns-resiliency-cloud . Cloud native architecture really means resilient architecture, and distributed computing makes tracking down a root cause a frustrating and sometimes multi-week endeavor – yes, even with feature flags. Buck explores the Circuit Breaker originally implemented by Netflix and how it’s used with Azure DevOps to degrade gracefully, and their use of throttling as limits are approached with SQL Xevents.
  • [evans] – “Domain-Driven Design: Tackling Complexity in the Heart of Software”, Eric Evans. Addison-Wesley Professional, 8/30/2003. ISBN-10: 0321125215, ISBN-13: 978-0321125217. This is the gold standard, and should be required reading for anyone considering microservices – or indeed just plain well-defined systems architecture.
  • [driftx] – “Practical Microservices”, Dave Harrison. driftboatdave.com, 9/7/2017. https://driftboatdave.com/2017/09/07/mtx-2017-practical-microservices-directors-cut/ . The original blog post and references that influenced this chapter.
  • [amund] – “Microservice Architecture: Aligning Principles, Practices, and Culture”, Mike Amundsen, Matt McLarty, Ronnie Mitra, Irakli Nadareishvili. O’Reilly Media, 8/5/2016. ISBN-10: 1491956259, ISBN-13: 978-1491956250. A great discussion on Domain Driven Design in chapter 5, along with a great practical breakdown of handling one workstream and defining service boundaries using DDD of a sample company.
  • [lewis] – “GOTO 2015 • How I Finally Stopped Worrying and Learnt to Love Conway’s Law”, James Lewis. GOTO 2015 Chicago conference, YouTube, 7/15/2015. https://www.youtube.com/watch?v=l1tyfb5we7I There’s a few great examples where they knew the org was not capable of the change needed – and designed a system that would fit it (square peg in square hole!) instead of dictating how the design should work in a perfect, idealistic world.
  • [shconw] – “Randy Shoup on Microservices, the Reality of Conway’s Law, and Evolutionary Architecture”, Daniel Bryant. InfoQ, 7/3/2015. https://www.infoq.com/interviews/randy-shoup-microservices Randy uses his experience from Google and eBay to talk about why monoliths aren’t necessarily as evil as we often think they are.
  • [vaugh] – “Implementing Domain-Driven Design”, Vaughn Vernon. Addison-Wesley, 2/16/2013. ISBN-10: 0321834577, ISBN-13: 978-0321834577. This is the best applied and in-depth discussion we’ve seen of Eric’s groundbreaking work around decomposition and finding domain boundaries.
  • [newmpr] – “Principles Of Microservices”, Sam Newman. YouTube, 11/1/2015, https://www.youtube.com/watch?v=PFQnNFe27kU. Sam goes through the underlying principles behind microservices, and then attempts to resolve the tension in a core issue with microservices – how independent can they truly be as part of a whole?
  • [qamr] – “Using Microservices Architecture to Break Your Vendor Lock-in”, unattributed author(s). QArea, unknown date. https://qarea.com/blog/using-microservices-architecture-to-break-your-vendor-lock-in – Google is famous for buying or relying on COTS or OS libraries – but making sure that any interactions are through a shell that they can control and modify. This article discusses the negative cycle when we overrely on vendors and how it increases the fragility of our systems – and how they have broken this vendor lockin using Golang microservices.
  • [caval] – “Our journey to microservices: mono repo vs multiple repositories”, Avi Cavale. Shippable.com, 6/2/2016. http://blog.shippable.com/our-journey-to-microservices-and-a-mono-repository Shippable started their effort with multiple repositories, and ended up making the switch over to a single repository: “The only thing you really give up with a mono repo is the ability to shut off developers from code they don’t contribute to. There should be no reason to do this in a healthy organization with the right hiring practices. Unless you’re paranoid… or named Apple.”
  • [netfl1] – “Adopting Microservices at Netflix: Lessons for Architectural Design”, Tony Mauro. Nginx.com, 2/19/2015. https://www.nginx.com/blog/microservices-at-netflix-architectural-best-practices/ – A very good overview of Adrian Cockroft’s series of talks and thinking on microservices and the lessons he learned at Netflix.
  • [goto2014] – “GOTO 2014 • Migrating to Cloud Native with Microservices”, Adrian Cockroft. YouTube, 12/15/2014. https://www.youtube.com/watch?v=DvLvHnHNT2w – the original video on Netflix and microservices that was the source for the article above.
  • [nginx2014] – “Fast Delivery”, Adrian Cockcroft. Nginx, YouTube, 12/2/2014. https://youtu.be/5qJ_BibbMLw – Adrian points out that Netflix from the beginning favored a fine-grained, loosely coupled architecture. This fed into every one of the four key capabilities Adrian finds vital to deliver at scale – allowing autonomy and the freedom to innovate and make fast decisions; getting answers using big data analytics to explore alternatives and evaluate success; relying on the cloud to remove the latency around spinning up new resources; and eliminating coordination latency by folding everyone needed to deploy and support a service into a single team.
  • [gehan] – “Want to develop great microservices? Reorganize your team”, Neil Gehani. Mesosphere, unknown date. https://techbeacon.com/want-develop-great-microservices-reorganize-your-team – He calls a cross functional delivery team of 6-12 people a “build-and-run” team, which we kind of like.
  • [kimgb] – “Going big with DevOps: How to scale for continuous delivery success”, Gene Kim. TechBeacon.com, unknown date. https://techbeacon.com/going-big-devops-how-scale-continuous-delivery-success . We love the Target story because it’s one of those inspiring dumpster-fire-to-paradise redemption accounts.
  • [brooks] – “The Mythical Man-Month: Essays on Software Engineering, Anniversary Edition”, Frederick P. Brooks Jr. Addison-Wesley Professional, 8/12/1995. ISBN-10: 9780201835953, ISBN-13: 978-0201835953

Chapter 7 – One Mission

  • [lond] – “To Build a Fire, and Other Stories”, Jack London. Reader’s Digest Association, 1/1/1994. ISBN-10: 0895775832, ISBN-13: 978-0895775832
  • [dweck] – “Mindset: The New Psychology of Success”, Carol Dweck. Random House, 2/28/2006. ISBN-10: 1400062756, ISBN-13: 978-1400062751
  • [popov] – “Fixed vs. Growth: The Two Basic Mindsets That Shape Our Lives”, Maria Popova. BrainPickings.org, 1/29/2014. https://www.brainpickings.org/2014/01/29/carol-dweck-mindset/ Love the BrainPickings site and its fabulous content.
  • [nigel2] – “Why are we all such hypocrites when it comes to DevOps?”, Nigel Kersten. SpeakerDeck, 10/17/2017. https://speakerdeck.com/nigelkersten/why-are-we-all-such-hypocrites-when-it-comes-to-devops – A great presentation by Nigel Kersten on impoverished communication. He covers optimism bias (which is more likely when you lack experience, believe you have more control/influence than you actually do, and think negative events are unlikely). I also love the point he makes on our own skewed view of others – that we often attribute other’s behavior/skillsets as unchangeable, whereas we excuse our own as being caused by external factors (traffic was terrible today, I’m at stress from home, etc)
  • [hbr] – “Up and Down the Communications Ladder”, Bruce Harriman. Harvard Business Review, 9/1/1974. https://hbr.org/1974/09/up-and-down-the-communications-ladder – The original source of the presentation by Nigel, based on a 1969 study. We’ll call out one key point – that the feedback program must not be an endcap, but product visible results.
  • [habit] – “The Power of Habit: Why We Do What We Do in Life and Business”, Charles Duhigg. Random House, 1/1/2014. ISBN-10: 081298160X, ISBN-13: 978-0812981605
  • [ohwm] – “Workplace Management”, Taiichi Ohno. McGraw-Hill Education, 12/11/2002. ISBN-10: 9780071808019, ISBN-13: 978-0071808019
  • [sharma] – “The DevOps Adoption Playbook: A Guide to Adopting DevOps in a Multi-Speed IT Enterprise”, Sanjeev Sharma. Wiley, 2/28/2017. ISBN-10: 9781119308744, ISBN-13: 978-1119308744
  • [russd] – “It Takes Dev and Ops to Make DevOps”, Russ Collier. DevOpsOnWindows.com, 7/26/2013. http://www.devopsonwindows.com/it-takes-dev-and-ops-to-make-devops/
  • [cumm2017] – “DevOpsDays Boston 2017 – KEYNOTE: Settlers of DevOps”, Rob Cummings. YouTube, 10/20/2017, https://www.youtube.com/watch?v=woSoQq3UkAc. The Boston 2017 keynote to DevOps Days, with the outstanding Settlers and Town Planners model. He dismantles the appallingly stupid Bimodal IT theory, and we love Rob’s very succinct and beautiful definitions of what DevOps is about: “I want to deliver customer value faster and more humanely.”
  • [tdoh] – “The DevOps Handbook: How to Create World-Class Agility, Reliability, and Security in Technology Organizations”, Gene Kim, Patrick Dubois, John Willis, Jez Humble. IT Revolution Press, 10/6/2016, ISBN-10: 1942788002, ISBN-13: 978-1942788003. Chapter 16 by Steve Bella and Karen Whitley Bell is outstanding as a case study of ING Netherlands; it may be the best chapter in the entire book.
  • [wardl] – “On Pioneers, Settlers, Town Planners and Theft”, Simon Wardley. Gardeviance.org, 3/13/2015. https://blog.gardeviance.org/2015/03/on-pioneers-settlers-town-planners-and.html – The original source of the now famous three-phase DevOps growth model.
  • [teams] – “Team of Teams: New Rules of Engagement for a Complex World”, Stanley McChrystal. Portfolio, 5/12/2015. ISBN-10: 1591847486, ISBN-13: 978-1591847489


  • [lean] – “Lean Enterprise: How High Performance Organizations Innovate at Scale”, Jez Humble, Joanne Molesky, Barry O’Reilly. O’Reilly Media, 1/3/2015. ISBN-10: 1449368425, ISBN-13: 978-1449368425. For large enterprises attempting big-picture changes, this is the best book out there that we’ve found to date. Very pragmatic, numbers-centric and a huge influence on the contents of this book.
  • [bung] – “Mission Command: An Organizational Model for Our Time”, Stephen Bungay. Harvard Business Review, 11/2/2010. https://hbr.org/2010/11/mission-command-an-organizat Mission Command embraces a conception of leadership which unsentimentally places human beings at its center.
  • [reine] – “The Principles of Product Development Flow: Second Generation Lean Product Development”, Donald Reinertsen. Celeritas Publishing, 1/1/2009. ISBN-10: 1935401009, ISBN-13: 978-1935401001
  • [kimbg] “The Other Side of Innovation: Solving the Execution Challenge”, Vijay Govindarajan, Chris Trimble. Harvard Business Review, 9/2/2010. ISBN-10: 1422166961, ISBN-13: 978-1422166963
  • [perkin] – “Structuring for Change: The Dual Operating System”, Neil Perkin. Medium.com, 4/11/2017. https://medium.com/building-the-agile-business/structuring-for-change-the-dual-operating-system-78fa3a3d3da3
  • [kotte] – “Accelerate: Building Strategic Agility for a Faster-Moving World”, John P. Kotter. Harvard Business Review Press, 4/8/2014. ISBN-10: 1625271743, ISBN-13: 978-1625271747. Kotter describes here what we now call a “virtual” cross functional team, which he calls a ‘dual operating system’ – combining the entrepreneurial capability of a network with the organizational efficiency of traditional pyramid-like hierarchy, and argues that one compliments the other.
  • [dam41] – “You Can’t Change Culture, But You Can Change Behavior, and Behavior Becomes Culture”, Damon Edwards. DevOpsDays.org, Vimeo, 10/10/2012. http://vimeo.com/51120539 . An awesome discussion on culture change and how our behavior – and the standards we set – causes ripple effects.
  • [sagat] – “Why DevOps Matters: Practical Insights on Managing Complex & Continuous Change”, unattributed author(s). Saugatuck Technology, 10/1/2014. http://aka.ms/os09me A Microsoft-sponsored study that has some nice data driven insights.
  • [eliz] – “Change Agents of Ops: What it Takes”, Eliza Earnshaw. Puppet, 11/6/2014. http://puppetlabs.com/blog/change-agents-it-operations-what-it-takes A very punchy interview with Sam Eaton, the director of engineering operations at Yelp.
  • [kimx] – “How do we Better Sell DevOps?”, Gene Kim. DevOpsDays.org, Vimeo, 5/6/2013. http://vimeo.com/65548399 – A great presentation, describing the business benefits derived from DevOps.
  • [chamor] – “4 Ways to Create a Learning Culture on Your Team”, Tomas Chamorro-Premuzic, Josh Bersin. Harvard Business Review, 7/12/2018. https://hbr.org/2018/07/4-ways-to-create-a-learning-culture-on-your-team – Covers how leaders shouldn’t wait or be dependent on employer-provided training, but instead lead by example in demonstrating curiosity and sharing learning; reinforce positive learning behavior (including providing meaningful critical feedback), and looking for hungry minds in your interviewing process.
  • [woodw] – “Moving 65,000 Microsofties to DevOps with Visual Studio Team Services”, Martin Woodward, https://youtu.be/W6dqrvb-Yyw?t=4391. A fuller walkthrough of the Azure DevOps team’s transformation, start to finish.
  • [dora2017] – “Annual State of DevOps Report”, unattributed author(s). Puppet Labs, 2017. https://puppetlabs.com/2017-devops-report
  • [dora2018] – “Annual State of DevOps Report”, unattributed author(s). Puppet Labs, 2018. https://puppetlabs.com/2018-devops-report
  • [kissl2] – “Transforming to a Culture of Continuous Improvement”, Courtney Kissler, DevOps Enterprise Summit 2014 presentation, https://www.youtube.com/watch?v=0ZAcsrZBSlo
  • [forsgren] – “Accelerate: The Science of Lean Software and DevOps: Building and Scaling High Performing Technology Organizations”, Nicole Forsgren PhD, Jez Humble, Gene Kim. IT Revolution Press, 3/27/2018. ISBN-10: 1942788339, ISBN-13: 978-1942788331. We particularly enjoyed the introduction by Courtney Kissler.
  • [nflpd] – “Adopting Microservices at Netflix: Lessons for Team and Process Design”, Tony Mauro. Nginx, 3/10/2015. https://www.nginx.com/blog/adopting-microservices-at-netflix-lessons-for-team-and-process-design/ A very good article, covering Netflix’s use of the OODA loop in optimizing for speed versus efficiency, and creating a high-freedom, high-responsibility culture with less process.
  • [walkr] – “Resilience Thinking: Sustaining Ecosystems and People in a Changing World”, Brian Walker, David Salt. Island Press, 8/22/2006. ISBN-10: 9781597260930, ISBN-13: 978-1597260930
  • [doj1] – “DevOps Dojo”, unattributed author(s). Chef, 4/10/2018. https://blog.chef.io/2018/04/10/fulfilling-the-need-for-continuous-improvement-with-devops-dojos/
  • [targy3] – “DevOps At Target: Year 3”, Heather Mickman. IT Revolution, YouTube, 11/28/2016. https://www.youtube.com/watch?v=1FMktLCYukQ&app=desktop Heather describes the storming/norming/performing process we’ve seen elsewhere with successful DevOps initiatives – starting in 2012, with change agents appearing and kickstarting a grassroots DevOps transformation; then a gradual uplift as senior leaders took up the torch and provided the muscle and focus needed to build out better architecture.
  • [damb] – “Target CIO explains how DevOps took root inside the retail giant”, Damon Brown. EnterprisersProject.com, 1/16/2017. https://enterprisersproject.com/article/2017/1/target-cio-explains-how-devops-took-root-inside-retail-giant More on Target’s use of DevOps Dojos to overcome hurdles, from the CIO directly.
  • [rach] – “Target Rebuilds its Engineering Culture, Moves to DevOps”, Rachael King. Wall Street Journal, 10/19/2015. https://blogs.wsj.com/cio/2015/10/19/target-rebuilds-its-engineering-culture-moves-to-devops/ The subject of the Dojo keeps coming up as a critical catalyst in the Target use case.
  • [eliz] – “DevOps and Change Agents: Common Themes”, Eliza Earnshaw. Puppet, 12/3/2014. https://puppet.com/blog/devops-and-change-agents-common-themes
  • [srew] – “The Site Reliability Workbook”, Betsy Beyer, Niall Richard Murphy, David K. Rensin, Kent Kawahara, and Stephen Thorne. A terrific resource, especially the discussion in Chapter 6 on toil.
  • [schauso] – “Sharing our experience of self-organizing teams”, Willy Schaub. Microsoft Developer Blog, 12/2/2016. https://blogs.msdn.microsoft.com/visualstudioalmrangers/2016/12/02/sharing-our-experience-of-self-organizing-teams/ This and Brian Harry’s article below describe one of the most innovative – and insane-sounding! – team building exercises that ended up being much less disruptive, and wildly successful, than Microsoft first thought.
  • [bharryso] – “Self forming teams at scale”, Brian Harry. Microsoft Developer Blog, 7/24/2015. https://blogs.msdn.microsoft.com/bharry/2015/07/24/self-forming-teams-at-scale/
  • [bjaaso] – “Agile principles in practice”, Aaron Bjork. Microsoft Docs, 5/30/2018. https://docs.microsoft.com/en-us/azure/devops/learn/devops-at-microsoft/agile-principles-in-practice

Chapter 7 – DevOps and Leadership

Chapter 8 – The End of the Beginning

  • [lewpm] – “Project management non-best-practices”, Bob Lewis. InfoWorld, 9/26/2006. https://www.infoworld.com/article/2636977/techology-business/project-management-non-best-practices.html
  • [mezak] – “The Origins of DevOps: What’s in a Name?”, Steve Mezak. DevOps.com, 1/25/2018. https://devops.com/the-origins-of-devops-whats-in-a-name/ A nice overview of the beginnings of the DevOps movement, including the seminal presentations given in 2008 and 2009 by Andrew Schafer, Patrick Debois, John Allspaw, and Paul Hammond.
  • [net] – New English Translation of Ecclesiastes 3:22. NET Bible Noteless, Kindle edition, 8/26/2005. ASIN: B0010XIA8K
  • [shunryu] – “Zen Mind, Beginner’s Mind: Informal Talks on Zen Meditation and Practice”, Shunryu Suzuki. Shambhala Library, 10/10/2006. ISBN-10: 9781590302675, ISBN-13: 978-1590302675

Appendix – Aaron Bjork

  • [bjork] – “Agile At Microsoft”, Aaron Bjork. Microsoft Visual Studio, YouTube, 10/2/2017. https://www.youtube.com/watch?v=-LvCJpnNljU This is the best explanation I’ve seen of “The Microsoft Story”, and it’s packed with information; a must-watch.
  • [wang2] – “VSLive! Keynote: Abel Wang Details Microsoft’s Painful DevOps Journey”, Abel Wang. Visual Studio Magazine, 8/17/2018. https://visualstudiomagazine.com/articles/2018/08/17/abel-wang-devops.aspx. There’s a great snapshot and explanation of the bug cap in this article, as well as other background behind the MS story.

Appendix – Betsy Beyer, Stephen Thorne

  • [sre] – “Site Reliability Engineering: How Google Runs Production Systems”, Betsy Beyer, Chris Jones, Jennifer Petoff, Niall Richard Murphy. O’Reilly Media, 4/1/2016. ISBN-10: 9781491929124, ISBN- 13: 978-1491929124
  • [ghbsre] – “The Site Reliability Workbook: Practical Ways to Implement SRE”, Niall Murphy, David Rensin, Betsy Beyer, Kent Kawahara, Stephen Thorne. O’Reilly Media, 8/1/2018. ISBN-10: 1492029505, ISBN-13: 978-1492029502
  • [kieran] – “Managing Misfortune for Best Results”, Kieran Barry. SREcon EMEA, 8/30/2018. https://www.usenix.org/node/218852 . This is a great overview of the Wheel of Misfortune exercises in simulating outages for training, and some antipatterns to avoid.

Appendix – John-Daniel Trask

Appendix – John Weers

  • [issurv] – IS Survivor, Bob Lewis. http://issurvivor.com/ . This is a great site John recommended that we enjoyed very much, especially on process and change management.

Appendix – Rob England

Appendix – Sam Guckenheimer

DevOps Stories – Interview with John-Daniel Trask of Raygun

 

The following content is shared from an interview with John-Daniel Trask, co-founder and CEO of Raygun, a New Zealand-based company that specializes in error, crash, and performance monitoring. John-Daniel (or JD) started out with repairing PCs out of college, to working as a developer, to finally starting several very successful businesses, including what became Mindscape and its very successful monitoring product, Raygun.

We covered a lot of ground here, and we think you’ll love the following thoughts:

  • Is a DevOps team really such a bad thing?
  • Why forcing your devs to go to an event booth might be a very good thing
  • When is a “requirement” not really a requirement?
  • Starting from scratch, with nothing – where would you start?
  • What’s the golden ticket to get funding and support for your requests and projects?

And last but not least – “it’s not the big that eat the small, it’s the fast that eat the slow!”

Note – these and other interviews and case studies will form the backbone of our upcoming book “Achieving DevOps” from Apress, due out in late 2018. Please contact me if you’d like an advance copy!

 


Is DevOps culture first? Well I definitely run into a lot of zealots who swing one side or another. Some people pound the table and say that DevOps is nothing about tools, that it’s all culture and fluffy stuff. These are usually the same people who think a DevOps team is an absolute abomination. Others say it’s all about automation and tooling.

Personally, I’m not black and white on it. I don’t think you can go and buy DevOps in a box; I also don’t think that “as long as we share the same psychology, we’ve solved DevOps.” Let’s take the whole idea of a DevOps team being an antipattern for example. For us it’s not that simple – it’s very easy, on a 16-person startup, to say that a DevOps team is a horrible idea. Well, of COURSE you’d think that, for you cross team communication is as easy as turning around in your chair! But let’s take a larger enterprise, 50,000 people or so, with hundreds of engineering teams. You can’t just hand down “we’re doing DevOps” as an edict and it’s solved. In that case, I have seen a DevOps team be a very successful as a template, something that helps spread the good word by example and train up individual engineering teams to adopt DevOps (this is an actual situation we saw with a top 10 sized software company and it worked very well for them).

 

What’s a common blind spot you see with many programmers? It’s quite shocking how little empathy there is by most software engineers for their actual end users. You would think the stereotypical heads-down programmer would be a dinosaur, last of a dying breed, but it’s still a very entrenched mindset. I sometimes joke that for most software engineers, you can measure their entire world as being the distance from the back of their head to the front of their monitor. There’s a lack of awareness and even care about things like software breaking for your users, or a slow loading site. No, what we care about is – how beautiful is this code that I’ve written, look how cool this algorithm is that I wrote.

We sometimes forget that it all comes down to human beings. If you don’t think about that first and foremost, you’re really starting off on the wrong leg.

One of the things I like about Amazon is the mechanisms they have to put their people closer to the customer experience. We try to drive that at Raygun too. We often have to drag developers to events where we have a booth. Once they’re there, the most amazing thing happens – we have a handful of customers come by and they start sharing about how amazing they think the product is. You start to see them puff out their chests a little – life is good! And the customers start sharing a few things they’d like to see – and you see the engineers start nodding their heads and thinking a little. We find those engineers come back with a completely different way of solving problems, where they’re thinking holistically about the product, about the long-term impact of the changes they’re making. Unfortunately, the default behavior is still to avoid that kind of engagement, it’s still out of our comfort zone.

 

Using Personas to Weed Out Red Herrings: I don’t know if we talk enough in our industry about weeding out bad feedback. We often get requests from our customers to do things like dropping a data grid with RegEx on a page. That’s the kind of request that comes from the nerdiest of the nerds – and if we were to take that seriously, think of the opportunity cost and what it would do to our own UX!

We weed out requests like this by using personas. For our application, we think in terms of either a CEO, a tech lead, or an operator. Each has their own persona and backstory, and we’ve thought out their story end to end and how they want to work with our software.

For the CXO level, the VP’s, the directors – these are people who understand their whole business hinges on the quality of their software. They need to keep this top of mind at the very top levels of decision making. For this person, there are graphs and charts showing this strategic level fault and UX information, all ready to drop into reports to the executive board. Then there’s the mid-tier – these are your tech leads, the Director of Engineering – they need to know both high level strategic 30K foot information, and a summary of key issues. The cutting edge though is that third tier, your developer or operator. This person needs to have information when something goes bump in the night. For them, you have stack traces, profiling raw data, user request waterfalls. Without that information, troubleshooting becomes totally a stab in the dark.

Lots of companies use personas, I know. They’re really critical to filter out noise and focus on a clear story that will thrill your true user base.

 

 

How can error and crash reporting make for a better performing business? Most of the DevOps literature and thinking I see focuses entirely on build pipelines, platform automation, the deployment story, and that’s the end of it. Monitoring and checking your application’s real-world performance and correcting faults usually just gets a token mention, very late in the game. But after you deploy, the story is just beginning!

I hate to say this – but I think we’re still way behind the times when it comes to having true empathy with our end users. It’s surprising how entrenched that mindset of monitoring being an afterthought or a bolt-on can be. Sometimes we’ll meet with customers and they’ll say that they just aren’t using any kind of monitoring, that it’s not useful for them. And we show them that they’re having almost 200,000 errors a day – impacting 25,000 users each day with a bad experience. It’s always a much, much larger number than they were expecting – by a factor of 10 sometimes. Yet somehow, they’ve decided that this isn’t something they should care about. A lot of these companies have great ideas that their customers love – but because the app crashes nonstop, or is flaky, it strangles them. You almost get the thinking that a lot of people would really rather not know how many problems there really are with what they’re building.

Yet time and again, we see companies that really care about their customers excel. Let’s say I take you back in time to 2008, and I give you $10,000 to invest in any company you want. Are you going to put that into Microsoft, Apple, Google, or Domino’s Pizza? Well guess what – Dominos has kicked the butt of all those big tech companies with their market cap growth rate! The answer is in their DNA – they devote all their attention into ensuring their customers have a great experience. Their online ordering experience is second to none. And that all comes from them being customer obsessive, paying attention to finding where that experience is subpar and fixing it. It’s never a coincidence that customer centric companies consistently outperform and dominate.

Source: https://www.theatlas.com/charts/S18QCJyhe

 

What’s forced us as an industry to change and driven a better user experience is Google, believe it or not. They started publishing a lot of research and data around application errors, performance, and prioritizing well performing sites. This democratized things that data scientists were just starting to figure out themselves. And it seemed like overnight, a lot of people cared very much that their website not be dog slow – because otherwise, it wouldn’t be on the first page results of a web search, and their sales would tank. But folks often didn’t care about performance or the end user experience – until Google forced us to.

 

What would you say to the company that is starting from ground zero when it comes to DevOps? I’m picturing here a shop where they take ZIP files and remote desktop onto VM’s and copy-paste their deployments. If that’s the case – I like to talk about what are the small things you could put into place that would dramatically improve the quality of life on the team. These are big impact, low cost type improvements. So where would I start?

  • First would come automating the deployments. Just in reliability alone, that’s a huge win. Suddenly I have real peace of mind. I can roll out releases and roll them back with a single button push, and it’s totally repeatable as a process. If I’m an oncall engineer, being able to roll out a patch through a deployment process that runs automatically at 3 a.m. is a world of difference from manually pushing assets.
  • The second thing I would do is set up some basic metrics with a tool like StatsD. You don’t need to allocate a person to spend several days – it’s a Friday afternoon kind of thing to start with. When you start tracking something – anything! – and put it up on the wall that’s when people start to get religion. We saw this ourselves with our product – once we put up some monitors with some of the things coming from StatsD, like the number of times users were logging in and login failures. And it was like watching an ultrasound monitor of your child. People started gathering around, big smiles on their faces – things were happening, and they felt this connection between what they were doing and their baby, out there in the big bad old world. Right away some of that empathy gap started to close.
  • Third would come crash reporting. There’s just no excuse not to put this into place – it takes like ten minutes, and it cuts out all that waste and thrash in troubleshooting and fuels an improvement culture.

 

How do we communicate in the language of business? What I wish more engineering teams understood is how to communicate in the language of business. I’m not asking developers to get an MBA in their off hours – but please TRY to frame things in terms of dollars, economic impact, or cost to the customer. Instead we say, “this shiny new thing looks like it could be helpful”. It’s no wonder engineering talent often feel like the business won’t allow them to get the tools they want – it’s like you’re speaking another language to the folks with the check book.

There’s a reason why we often have to beg to get our priorities on the table from the business. We haven’t earned the trust yet to get “a seat at the table”, plain and simple. We tend to be very maxed out, overwhelmed, and we’re pretty cavalier with our estimates around development. This reflects technology – which is fast moving, there’s so much to learn, and it’s not in a stable state. But when engineers hem and haw about their estimates or argue for prioritizing pet projects that are solely tech-driven, it makes us look unreliable as a partner in the business. We haven’t learned yet to use facts and tie our decisions into saving money or getting an advantage in the market.

Always keep this in mind – any business person can make the leap to dollars. But if you’re making an argument and you are talking about code – that’s a bridge too far. It’s too much to expect them to make that jump from code to customer to dollars. If you tell me you need React 16, that won’t sell. But if you say 10% of your customers will have a better experience because of this new feature – any business person can look at that and make the connection, that could be 5,000 customers that are now going to have a better experience. You don’t have to be Bill Gates to figure out that’s a good move!

 

Let’s get down to brass tacks – how do I make this monitoring data actionable? We wouldn’t think about putting planes in the air without a black box – some way of finding out after something goes wrong what happened, and why. That’s what crash monitoring is, and it’s incredibly actionable. You know the health of your deployment cycle, you can respond faster when changes are introduced that degrade that customer experience.

 

Let’s say you are seeing 100,000 errors a month. Once you group them by root cause, that overwhelming blizzard of problems gets cut down to size which is smaller than you’d think. You may have 1,000 distinct errors, but only 10 actual, honest-to-goodness bugs. Then you break it down by user, and that’s when things really settle out. You might find that one user is using a crappy browser extension that’s blocking half your scripts – that isn’t an issue really, and not one you can fix for them. But then there’s that one error that’s happened only 500 times – but it’s hitting 250 of your customers. That’s a different story! So you’re shifting your conversation already from how many errors you’re seeing to the actual number of customers you’re impacting – that’s a more critical number, and one that everyone from your CEO down understands. And it’s actionable. You can – and you should – take those top 2 or 3 bugs and drop it right into your dev queue for the next sprint.

This isn’t rocket science, and it isn’t hard. Reducing technical debt and improving speed is just a matter of listening to what your own application is telling you. By nibbling away on the stuff that impacts your customers the most, you end up with a hyper reliable system and a fantastic experience, the kind that can change the entire game. One company we worked with started to just take the top bug or two off their list every sprint and it was dramatic – in 8 weeks, they reduced the number of impacted customers by 96%!

Think about that – a 96% reduction in two months. Real user monitoring, APM, error and crash reporting – this stuff isn’t rocket science. But think about how powerful a motivator those kinds of gains are for behavioral change in your company. Data like that is the golden ticket you need to get support from the very top levels of your company.

One of my early mentors was Rod Drury, who founded Xero right here in Wellington, New Zealand. He says all the time: “It’s not the big that eat the small, it’s the fast that eat the slow”. That’s what DevOps is about – making your engineering team as reliably fast as possible. To get fast, you have to have a viable monitoring system that you pay close attention to. Monitoring is as close as you can get in this field to scratching your own itch.

 

What about building versus buying a monitoring system? I’ll admit that I’m biased on the subject, running a SAAS-based monitoring business. But I do find it head-scratching when I talk to people that are trying to build their own. I ask them, “how many people are you putting on this?” And they tell me – oh, 4 people, say a six-month project. And then I say, “what are their names?” They look at me funny, and ask why – I tell them, “I’ve had 40 people working on this for 5 years – apparently now I could fire them and hire your people!” Back in 2005, it made total sense to roll your own, since so much of the stuff we use nowadays didn’t exist. But the times have changed. Even self-hosting as its issues. Let’s say you decide to go down the ELK stack route. Well, that means running a fairly large elastic instance, which is not a set-and-forget type system. It’s a pain in the ass to manage, and it’s not a trivial effort.

To me it also is answering the wrong question. There’s one question that should be the foundation for any decision an engineering team makes: does this create value for our customer? Is our customer magically better off because we made the decision to build our own? I think – for most companies – probably building a robust monitoring system has little or nothing to do with answering that question. It ends up being a distraction, and they spend far more to get less viable information.

 

Etsy says “if it moves, track it.” Do you agree – should customers track everything? I’m pragmatic on this – if you’re small, tracking everything makes sense. Where it goes wrong is where the sheer amount of data clogs our decision making.

Then folks start to think about sampling data. However, what I often see is someone sitting in a chair, looking off into the distance and says – “yeah, I think about 10% of the data would give us enough”. Rarely do we see them breaking out Excel and talking about what would be statistically significant – people tend to make gut calls. Many of us have forgotten statistics, but there is a lot of really great mathematics that help you make better decisions – like calculating what a statistically significant sampling rate might be.

If you’re tracking everything you possibly could with real user monitoring for example, it can be a real thicket – a nightmare, there’s so many metric streams. You trip over your own shoelaces when something goes wrong – there’s just so much detail, you can’t find that needle in the haystack quickly. This is where you need both aggregate and raw data – to see high level aggregates and spot trends, but then be able to drill in and find out why something happened at the subatomic level. We still see too many tools out there that offer that great strategic view and it’s a dead end – you know something happened, but you can’t find out exactly what’s wrong.

Any closing thoughts? I never get tired of tying everything back to the customer, to the end user experience. It’s so imperative to everything you’re doing. There is literally no software written today for any reason other than providing value to humans. Even machine to machine, IOT systems are still supporting a human being ultimately.

Human beings are the center of the universe. But you wouldn’t know that by the way we’re treated by most of the software written for us. Great engineers and great executives grasp that. They know that to humans, the interface is the system – everything else simply does not matter in the end. So they never let anything get in the way of improving the end user experience.

 

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