agile2013 learning to see: the practical application of lean in devops

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Learning to See The Practical Application of Lean in DevOps Robert Benefield EvolveBeyond, Ltd [email protected] om

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Much like Cloud Computing, there is a lot of noise and confusion around DevOps. Some think that it is about tooling and automation, while others seem to think that it is about either the merging of Operations with Engineering or elimination of Operations itself. Focusing on too narrow a set of solutions creates local suboptimization, often exacerbating the problems this approach was trying to solve. Whereas eliminating Operations entirely trivialises the complexity of the system that Operations co-exists within, again increasing risk and providing bandaids where surgery was required. Successful organisations that run effectively will instead focus on the systemic over the symptomatic problems, and target the outcomes for the holistic organisation over their own internal technical issues. To effectively instigate systematic improvement we need to provide transparency, alignment, and collaboration between all of the groups, of which DevOps is an essential piece. Successful implementations focus on the crux of the problem – there are far too many mental, organisational and technological barriers producing so much friction that people lose sight of the big picture. One must find ways to eliminate this friction, allow information to flow so that people can rapidly understand, respond to and pivot based upon ecosystem feedback. It requires going back to the core of Agile itself. By adapting concepts from Boyd's OODA Loop and applying techniques from Lean, it is possible to teach an organization to learn to see. This deck provides a pragmatic 'from-the-trenches' step by step walk through of a DevOps transformation using over two decades of our own personal experiences running and turning around transformations that span from an early SaaS startup through to some of the largest global enterprises in Energy, Finance, Software, Internet and Telecommunications.

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Page 1: Agile2013  Learning To See: The Practical Application of Lean in DevOps

Learning to See

The Practical Application of Lean in DevOps

Robert BenefieldEvolveBeyond, [email protected]

Page 2: Agile2013  Learning To See: The Practical Application of Lean in DevOps

Robert Benefield - Evolve Beyond, Ltd 2013

Business Outcomes

Make, Save, Protect

Page 3: Agile2013  Learning To See: The Practical Application of Lean in DevOps

Robert Benefield - Evolve Beyond, Ltd 2013

Release to market fasterImprove speed and responsivenessEnsure a smooth, trouble-free service

Make – increase revenue

Page 4: Agile2013  Learning To See: The Practical Application of Lean in DevOps

Robert Benefield - Evolve Beyond, Ltd 2013

Lower costs for setting up & maintaining servicesReduce infrastructure & people needed to run services

Save – reduce costs

Page 5: Agile2013  Learning To See: The Practical Application of Lean in DevOps

Robert Benefield - Evolve Beyond, Ltd 2013

Eliminate OutagesHigh-performance, scalable serviceRespond rapidly to problems

Protect – revenue & market

Page 6: Agile2013  Learning To See: The Practical Application of Lean in DevOps

Robert Benefield - Evolve Beyond, Ltd 2013

If you are going too fast and ops can’t keep up, it won’t matter

Ops is essential, but…

Page 7: Agile2013  Learning To See: The Practical Application of Lean in DevOps

Robert Benefield - Evolve Beyond, Ltd 2013

High friction

Page 8: Agile2013  Learning To See: The Practical Application of Lean in DevOps

Robert Benefield - Evolve Beyond, Ltd 2013

Siloed thinking

Page 9: Agile2013  Learning To See: The Practical Application of Lean in DevOps

Robert Benefield - Evolve Beyond, Ltd 2013

Defensive and obstructive

Page 10: Agile2013  Learning To See: The Practical Application of Lean in DevOps

Robert Benefield - Evolve Beyond, Ltd 2013

Opaque

Page 11: Agile2013  Learning To See: The Practical Application of Lean in DevOps

Robert Benefield - Evolve Beyond, Ltd 2013

Align Ops Outcomes to Business Outcomes

Create transparency

Make it flow

How do we fix this?

Page 12: Agile2013  Learning To See: The Practical Application of Lean in DevOps

Robert Benefield - Evolve Beyond, Ltd 2013

PERHAPS LEAN CAN HELP

Page 13: Agile2013  Learning To See: The Practical Application of Lean in DevOps

Robert Benefield - Evolve Beyond, Ltd 2013

War Manpower CommissionTraining Within Industry (TWI)

Page 14: Agile2013  Learning To See: The Practical Application of Lean in DevOps

Robert Benefield - Evolve Beyond, Ltd 2013

MacArthur Brings Deming and Lean to

Post War Japan

Do

CheckAct

Plan

Toyota autonomation

Page 15: Agile2013  Learning To See: The Practical Application of Lean in DevOps

Robert Benefield - Evolve Beyond, Ltd 2013

Visual Management

Continuous Flow Just In Time

Continuous Improvement Collaboration Autonomation

Walking The Gemba

Commander’s Intent Intuitiveness

Lean Principles

Page 16: Agile2013  Learning To See: The Practical Application of Lean in DevOps

Robert Benefield - Evolve Beyond, Ltd 2013

Learning to See

Walking the Gemba

Page 17: Agile2013  Learning To See: The Practical Application of Lean in DevOps

Robert Benefield - Evolve Beyond, Ltd 2013

OHM Energy

Page 18: Agile2013  Learning To See: The Practical Application of Lean in DevOps

Robert Benefield - Evolve Beyond, Ltd 2013

Page 19: Agile2013  Learning To See: The Practical Application of Lean in DevOps

Robert Benefield - Evolve Beyond, Ltd 2013

Who are they?

What is important to them

Risk appetites

Internal vs External

Understand the communities

Page 20: Agile2013  Learning To See: The Practical Application of Lean in DevOps

Robert Benefield - Evolve Beyond, Ltd 2013

Page 21: Agile2013  Learning To See: The Practical Application of Lean in DevOps

Robert Benefield - Evolve Beyond, Ltd 2013

Page 22: Agile2013  Learning To See: The Practical Application of Lean in DevOps

Robert Benefield - Evolve Beyond, Ltd 2013

Page 23: Agile2013  Learning To See: The Practical Application of Lean in DevOps

Robert Benefield - Evolve Beyond, Ltd 2013

Page 24: Agile2013  Learning To See: The Practical Application of Lean in DevOps

Robert Benefield - Evolve Beyond, Ltd 2013

Speed & Accuracy

Reliability & Safety

Community drivers

Page 25: Agile2013  Learning To See: The Practical Application of Lean in DevOps

Robert Benefield - Evolve Beyond, Ltd 2013

Within Ops

End-to-End

Alignment & transparency

Page 26: Agile2013  Learning To See: The Practical Application of Lean in DevOps

Robert Benefield - Evolve Beyond, Ltd 2013

Visualize Workflow

Employ Information Sherpas/Fire Wardens

Use A3 Problem Solving

Create Value Stream MapsExploit Information Radiators

Work Board

Accepted Scheduled In Progress Blocked Done

How lean helps you see

Page 27: Agile2013  Learning To See: The Practical Application of Lean in DevOps

Robert Benefield - Evolve Beyond, Ltd 2013

GETTING ORGANIZED

Page 28: Agile2013  Learning To See: The Practical Application of Lean in DevOps

Robert Benefield - Evolve Beyond, Ltd 2013

Move from Fire Fighting to Fire PreventionUnderstand proactive/reactive ratiosMake causes visibleMove towards prevention

Queuing theory

Page 29: Agile2013  Learning To See: The Practical Application of Lean in DevOps

Robert Benefield - Evolve Beyond, Ltd 2013

• Ringfence Fire Prevention– Fires aren’t a desired business outcome!– Keep focus (and disruptions to a minimum)

• Make fires and their sources visible– Firemen can become unintentional arsonists– Expedite means it is a fire!

• Reduce flammable fuel– Reduce batch sizes– Big batches can become all-engulfing infernos!

Create the fire line

Page 30: Agile2013  Learning To See: The Practical Application of Lean in DevOps

Robert Benefield - Evolve Beyond, Ltd 2013

QUEUE MASTER AND WORKFLOW

Page 31: Agile2013  Learning To See: The Practical Application of Lean in DevOps

Robert Benefield - Evolve Beyond, Ltd 2013

Team

Team

Team

Team

Unscheduled Queue

Queue Master

Clarification Queue

Prioritized Queue

Task

Task

Task

Task

Work Board

Accepted Scheduled In Progress Blocked Done

Visualize the workflow

Page 32: Agile2013  Learning To See: The Practical Application of Lean in DevOps

Robert Benefield - Evolve Beyond, Ltd 2013

Incoming to Workflow

Makes sure that tasks are clear, correct, and sized appropriatelyMakes sure tasks have the right priority

Unscheduled Queue

Queue Master

Clarification Queue

Prioritized Queue

Task

Task

Task

Task

Queue master

Page 33: Agile2013  Learning To See: The Practical Application of Lean in DevOps

Robert Benefield - Evolve Beyond, Ltd 2013

Looks for bottlenecks in queues

Facilitates

Notes patterns for discussion

Can take on tasks if idle, but lower priority

Queue master

Page 34: Agile2013  Learning To See: The Practical Application of Lean in DevOps

Robert Benefield - Evolve Beyond, Ltd 2013

All work goes into flow via the Queue Master

Work is prioritized by the Queue Master

Rules

Page 35: Agile2013  Learning To See: The Practical Application of Lean in DevOps

Robert Benefield - Evolve Beyond, Ltd 2013

Week long iterations (at most!)

Queue Master position should rotate at regular iterations

Iterations

Page 36: Agile2013  Learning To See: The Practical Application of Lean in DevOps

Robert Benefield - Evolve Beyond, Ltd 2013

Review queues and workflowGo through blocked tasksReview flow problemsArchive Done

Team iteration reviewGreat place to go over A3s!

Retrospective

Page 37: Agile2013  Learning To See: The Practical Application of Lean in DevOps

Robert Benefield - Evolve Beyond, Ltd 2013

Handover of Queue Master hatChoose which improvement items to actionReview any key upcoming/scheduled activitiesSort out any change alignment challenges

Planning

Page 38: Agile2013  Learning To See: The Practical Application of Lean in DevOps

Robert Benefield - Evolve Beyond, Ltd 2013

INFORMATION SHERPAS AND FIRE WARDENS

Page 39: Agile2013  Learning To See: The Practical Application of Lean in DevOps

Robert Benefield - Evolve Beyond, Ltd 2013

Move from reactive to proactive and predictive

Align Organizational Focus

Alignment at speed

Page 40: Agile2013  Learning To See: The Practical Application of Lean in DevOps

Robert Benefield - Evolve Beyond, Ltd 2013

Schwerpunkt

John Boyd

Intuitiveness

Page 41: Agile2013  Learning To See: The Practical Application of Lean in DevOps

Robert Benefield - Evolve Beyond, Ltd 2013

Fire WardenSpot arsonists and fire hazardsCoordinate cross functional fire prevention

Embedded Ops Leads

Page 42: Agile2013  Learning To See: The Practical Application of Lean in DevOps

Robert Benefield - Evolve Beyond, Ltd 2013

Information Sherpa

Ensures information flow

Aligns tools, processes and outcomes

Embedded Ops Leads

Page 43: Agile2013  Learning To See: The Practical Application of Lean in DevOps

Robert Benefield - Evolve Beyond, Ltd 2013

IMPROVE THE FLOW

Page 44: Agile2013  Learning To See: The Practical Application of Lean in DevOps

Robert Benefield - Evolve Beyond, Ltd 2013

DevOps and Service Engineering

Continuous Delivery

Continuous Integration

Automated Deployment

Environment Configuration Management

Workflow and Service Transparency

Kanban/Scrumban

Dashboarding and

Instrumentation

Cross Functional Working

Elastic Services

Architecture

Loose Coupling Design

Building Resilience

In

DevOps Ecosystem

Page 45: Agile2013  Learning To See: The Practical Application of Lean in DevOps

Robert Benefield - Evolve Beyond, Ltd 2013

Total Cost of Ownership

People Intensity

Risk

Metrics that matter

Page 46: Agile2013  Learning To See: The Practical Application of Lean in DevOps

Robert Benefield - Evolve Beyond, Ltd 2013

A3 thinking

Page 47: Agile2013  Learning To See: The Practical Application of Lean in DevOps

Robert Benefield - Evolve Beyond, Ltd 2013

Find information gaps and bottlenecksPrioritize automation & architectural targetsImprove agility & alignment

Value stream mapping

Page 48: Agile2013  Learning To See: The Practical Application of Lean in DevOps

Robert Benefield - Evolve Beyond, Ltd 2013

Information radiators

Page 49: Agile2013  Learning To See: The Practical Application of Lean in DevOps

Robert Benefield - Evolve Beyond, Ltd 2013

Source Code

Information sources

Page 50: Agile2013  Learning To See: The Practical Application of Lean in DevOps

Robert Benefield - Evolve Beyond, Ltd 2013

Build trends

Test trends

Information sources

Page 51: Agile2013  Learning To See: The Practical Application of Lean in DevOps

Robert Benefield - Evolve Beyond, Ltd 2013

Ops• Workflow

• Incidents• Performance

Accepted Scheduled

In Progress

Blocked Done

T12T12

T12T12

T34 T19 T9T16

T12 T2

2 T44 T5

4T62 T72

Information sources

Page 52: Agile2013  Learning To See: The Practical Application of Lean in DevOps

Robert Benefield - Evolve Beyond, Ltd 2013

Information is powerful

Information brings focus & alignment

Information helps decision making

Information wants to be free

Page 53: Agile2013  Learning To See: The Practical Application of Lean in DevOps

Robert Benefield - Evolve Beyond, Ltd 2013

Automate to improve flow and transparencyAutomate to reduce people intensity & frictionAutomate to instrument & find defects early

Don’t hide problemsDon’t lose touch with reality

Autonomation

Page 54: Agile2013  Learning To See: The Practical Application of Lean in DevOps

Robert Benefield - Evolve Beyond, Ltd 2013

THE TALE OF THE BILLING DATABASE

Page 55: Agile2013  Learning To See: The Practical Application of Lean in DevOps

Robert Benefield - Evolve Beyond, Ltd 2013

Page 56: Agile2013  Learning To See: The Practical Application of Lean in DevOps

Robert Benefield - Evolve Beyond, Ltd 2013

Walk the Gemba and understand the ecosystemVisualize the flowInstrument and let information go free!Get IntuitiveContinuously improve

Learn to see!

Page 57: Agile2013  Learning To See: The Practical Application of Lean in DevOps

Robert Benefield - Evolve Beyond, Ltd 2013

QUESTIONS?

LeanDevOps.com

Page 58: Agile2013  Learning To See: The Practical Application of Lean in DevOps

Robert Benefield - Evolve Beyond, Ltd 2013

Page 59: Agile2013  Learning To See: The Practical Application of Lean in DevOps

Picture Credits• Doc Searls Siloes http://www.flickr.com/photos/docsearls/5500714140/• RWE http://www.rwe.com• Michael Loke: http://www.flickr.com/photos/jymloke/4476177332/• CTPO Operations Centre: http://www.flickr.com/photos/ctbto/8443792513/in/photostream/• Malcomb Paynes• Becky Simmons: http://www.flickr.com/photos/southerncomposition/5345607040/• Slackware: http://www.flickr.com/photos/slackware/• David Singleton http://www.flickr.com/photos/davidsingleton/4112671768/• John Rork http://www.flickr.com/photos/johnrork/5395933785/• Docklandsboy http://www.flickr.com/photos/mogwai_83/3022261893/