Get Mapped: Value Stream Mapping

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Value stream mapping (VSM) does exactly that: it is a DevOps framework (“borrowed” from manufacturing) that provides a structured way for cross-functional teams to collectively see where we are today (long release cycles, silos, damage control afterwards, etc.) and where we want to be in the future (short release cycles, infrastructure as code, iterative development, continuous delivery, etc.).

A VSM is a way of getting people to collaborate and see what is really happening. These exercises are often amazing “aha!” moment workshops that make three objectives (flow, feedback, and continuous integration) turn into a sustainable engine of improvement.

Who should participate in a VSM?

  •    Service Stakeholders and Customers
  •    Executors of a Process Tasks
  •    Management

…but not all at the same time.

The VSM process assembles everyone involved with a workflow in the same room to clarify their roles in the product delivery process and identify bottlenecks, friction points and handoff concerns. Realistically, if we include everyone at the same time, the likelihood of honesty decreases. Let’s be for real – if upper management were in the room with you, would you be 100% honest as to where the bodies are buried or exactly what processes each step entails? VSM reveals steps in development, test, release and operations support that waste time or are needlessly complicated and this requires complete transparency.

Lead Time versus Time on Task

If you can’t measure it, you can’t improve it. Why do companies go for Continuous Delivery (CD)? Why do people care about DevOps? The main reason I hear is cycle time. This is the time it takes me to get from an idea to a product or feature that your customers can use. Measurement is one of the core foundations of DevOps, and the VSM is the measurement phase. If you do it right, it’s the sharing phase as well – share the measurements and proposed changes with the entire group. Doing that well allows you to start to change culture simultaneously.

Lead time vs time on task

With a solid foundation in place, it becomes easier to capture more sophisticated metrics around feature usage, customer journeys, and ensuring that service level agreements (SLAs) are met. The information received becomes handy when it’s time for road mapping and spec’ing out the next big project.

“Lead time” is a term borrowed from manufacturing, but in the software domain, lead time can be described more abstractly as the time elapsed between the identification of a requirement and its fulfillment.

The goal of VSM development is to measure how time is spent on each task and identify processes required for each task. It becomes easier to see what processes are inefficient and creating a bottleneck. In turn, this will reduce the lead time to deliver the finished release.

Current State

The following VSM demonstrates a current state analysis of the current software release process. The main thing to note in this example is how linear it is – there are only two feedback loops: at the very beginning and towards the end at new feature testing.

current state

The apparent lack of feedback loops presents a potential problem area – there are 8 steps between the two feedback loops. Imagine getting all the way to the end before realizing there’s an issue and providing feedback. How far will the software release be set back if the problem is not detected and communicated until the new release testing phase?

Future State

Once you have the current state VSM mapped, the next step is to figure out a way to make the mapping more efficient. This is typically driven by the following:

  • How can we significantly increase the percent complete and accurate work for each step in our current state VSM?
  • How can we dramatically reduce, or even eliminate the non-productive time in the lead time of each current state step?
  • How can we improve the performance of the value added time in each current state step?

future

Realistically, no VSM is perfect. However, the future state that we see above demonstrates a set of processes that create a mostly ongoing feedback loop. This allows for continuous communication about the processes and release as it moves forward towards a qualified build.

Demonstrating Business Value

In the manufacturing plants, they would have one pipeline, one production line at a time. As we know, the modern software development world is not like that.

A VSM is about more than just dissecting the software delivery lifecycle to find bottlenecks and pain points, although it is certainly helpful in that area. Analyzing value streams gives management confidence that the business is focusing on the right projects and initiatives. By taking a clearer look at the KPIs and metrics across the tooling and scaling the entire organization, these leaders can make informed decisions the way most business leaders prefer to—with data to back them up.

Architecting a vSphere Upgrade

At the time of writing, there are 197 days left before vSphere 5.5 is end of life and no longer supported. I am currently in the middle of an architecture project at work and was reminded of the importance of upgrading — not just for the coolest new features, but for the business value in doing so.

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Last year at VMworld, I had the pleasure of presenting a session with the indomitable Melissa Palmer entitled “Upgrading to vSphere 6.5 – the VCDX Way.” We approached the question of upgrading by using architectural principles rather than clicking ‘next’ all willy-nilly.

Planning Your Upgrade

When it comes to business justification, simply saying “it’s awesome” or “latest and greatest” simply does not cut it.

Better justification is:

  • Extended lifecycle
  • Compatibility (must upgrade to ESXi 6.5 for VSAN 6.5+)
  • vCenter Server HA to ensure RTO is met for all infrastructure components
  • VM encryption to meet XYZ compliance

It is important to approach the challenge of a large-scale upgrade using a distinct methodology. Every architect has their own take on methodology, it is unique and personal to the individual but it should be repeatable. I recommend planning the upgrade project end-to-end before beginning the implementation. That includes an initial assessment (to determine new business requirements and compliance to existing requirements) as well as a post-upgrade validation (to ensure functionality and that all requirements are being met).

There are many ways to achieve a current state analysis, such as using vRealize Operations Manager, the vSphere Optimization Assessment, VMware {code} vCheck for vSphere, etc.

I tend to work through any design by walking through the conceptual model, logical design, and then physical. If you are unfamiliar with these concepts, please take a look at this post.

An example to demonstrate:

  • Conceptual –
    • Requirement: All virtual infrastructure components should be highly available.
  • Logical –
    • Design Decision: Management should be separate from production workloads.
  • Physical –
    • Design Decision: vCenter Server HA will be used and exist within the Management cluster.

However, keep in mind that this is not a journey that you may embark on solo. It is important to include members of various teams, such as networking, storage, security, etc.

Future State Design

It is important to use the current state analysis to identify the flaws in the current design or improvements that may be made. How can upgrading allow you to solve these problems? Consider the design and use of new features or products. Not every single new feature will be applicable to your current infrastructure. Keep in mind that everything is a trade off – improving security may lead to a decrease in availability or manageability.

When is it time to re-architect the infrastructure versus re-hosting?

  • Re-host – to move from one infrastructure platform to another
  • Re-architect – to redesign, make fundamental design changes

Re-hosting is effectively “lifting-and-shifting” your VMs to a newer vSphere version. I tend to lean toward re-architecting as I view upgrades as an opportunity to revisit the architecture and make improvements. I have often found myself working in a data center and wondering “why the hell did someone design and implement storage/networking/etc. that way?” Upgrades can be the time to fix it. This option may prove to be more expensive, but, it can also be the most beneficial. Now is a good time to examine the operational cost of continuing with old architectures.

Ensure to determine key success criteria before beginning the upgrade process. Doing a proof of concept for new features may prove business value. For example, if you have a test or dev cluster, perhaps upgrade it to the newest version and demo using whatever new feature to determine relevance and functionality.

Example Upgrade Plans

Rather than rehashing examples of upgrading, embedded is a copy of our slides from VMworld which contain two examples of upgrading:

  • Upgrading from vSphere 5.5 to vSphere 6.5 with NSX, vRA, and vROPs
  • Upgrading from vSphere 6.0 to vSphere 6.5 with VSAN and Horizon

These are intended to be examples to guide you through a methodology rather than something that should be copied exactly.

Happy upgrading!

Delving into Immutable Infrastructure

Before getting too far into the topic, let’s first take a quick look at the difference between mutability and immutability.

Mutable Immutable
Continually updated, patched, and tuned to meet the ongoing needs of the purpose it serves. State does not change or deviated once constructed. Any changes result in the deployment of a new version rather than modifying existing.

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Understanding Erasure Coding with Rubrik

It is imperative for any file system to be highly scalable, performant, and fault tolerant. Otherwise…why would you even bother to store data there? But realistically, achieving fault tolerance is done through data redundancy. On the flipside, the cost of redundancy is increased storage overhead. There are two possible encoding schemes for fault tolerance: triple mirroring (RF3) and erasure coding. To ensure the Scale Data Distributed Filesystem (SDFS, codenamed “Atlas”) is fault tolerant while increasing capacity and maintaining higher performance, Rubrik uses a schema called erasure coding.

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Understanding MongoDB’s Replica Sets

As a part of its native replication, MongoDB maintains multiple copies of data in a construct called a replica set.

Replica Sets

So, what is a replica set? A replica set in MongoDB is a group of mongod (primary daemon process for the MongoDB system) process that maintains the same data set. Put simply, it is a group of MongoDB servers operating in a primary / secondary failover fashion. Replica sets provide redundancy and high availability.

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#VirtualDesignMaster Wrap-Up

Part of me feels like it flew by but then I remember the hours spent reviewing all the designs (*ahem* Adam) and then it feels like it took an eternity to get through. Admittedly, Virtual Design Master was probably one of the coolest community driven events in which I have participated. If you are unfamiliar with Virtual Design Master, I strongly encourage you to check out the site and catch up with the five seasons.Read More »

Virtual Design Master: Conceptual, Logical, Physical

This year I am honored to be one of the Virtual Design Master (vDM) judges. If you are unfamiliar with vDM, it is a technology driven reality competition that showcases virtualization community member and their talents as architects. Some competitors are seasoned architect while others are just beginning their design journey. To find out more information, please click here. One of the things that I, along with the other judges, noticed is that many of the contestants did not correctly document conceptual, logical, and physical design.

The best non-IT example that I have seen of this concept the following image:

C-3NztMXYAIRbF9.jpg-large
(Figure 1) Disclaimer: I’m not cool enough to have thought of this. I think all credit goes to @StevePantol.

The way I always describe and diagram design methodology is using the following image:

Screen Shot 2017-07-06 at 9.50.05 PM
(Figure 2) Mapping it all together

I will continue to refer to both images as we move forward in this post.

Conceptual

During the assess phase, the architect reaches out to the business’ key stakeholders for the project and explore what each need and want to get out of the project. The job is to identify key constraints and the business requirements that should be met for the design, deploy, and validation phases to be successful.

The assessment phase typically coincides with building the conceptual model of a design. Effectively, the conceptual model categorizes the assessment findings into requirements, constraints, assumptions, and risks categories.

For example:

 Requirements –

  1. technicloud.com should create art.
  2. The art should be durable and able to withstand years of appreciation.
  3. Art should be able to be appreciated by millions around the world.

Constraints –

  1. Art cannot be a monolithic installation piece taking up an entire floor of the museum.
  2. Art must not be so bourgeoisie that it cannot be appreciated with an untrained eye.
  3. Art must not be paint-by-numbers.

Risks –

  1. Lead IT architect at technicloud.com has no prior experience creating art.
    • Mitigation – will require art classes to be taken at local community college.
  2. Lead IT architect is left-handed which may lead to smearing of art.
    • Mitigation – IT architect will retrain as ambidextrous.

Assumptions –

  1. Art classes at community college make artists.
  2. Museum will provide security as to ensure art appreciators do not damage artwork.

As you read through the requirements and constraints, the idea of how the design should look should be getting clearer and clearer. More risks and assumptions will be added as design decisions are made and the impact is analyzed. Notice that the conceptual model was made up entirely of words? Emphasis on “concept” in the word “conceptual”!

Logical

Once the conceptual model is built out, the architect moves into the logical design phrase (which indicated by the arrows pointing backwards in Figure 2, demonstrating dependence on conceptual). Logical design is where the architect begins making decisions but at a higher level.

Logical art work design decisions –

  1. Art will be a painting.
  2. The painting will be of a person.
  3. The person will be a woman.

For those who are having a hard time following with the art example, a tech example would be:

Screen Shot 2017-07-06 at 10.27.57 PM
(Table 1) Logical design decision example

An example of what a logical diagram may look something like this:

Picture1
(Figure 3) Logical storage diagram example

Notice that these are ‘higher’ level decisions and diagrams. We’re not quite to filling in the details yet when working on logical design. However, note that these design decisions should map back to the conceptual model.

Physical

Once the logical design has been mapped out, architect moves to physical design where hardware and software vendors are chosen and configuration specifications are made. Simply put, this is the phase where the details are determined.

Physical art work design decisions –

  1. The painting will be a half-length portrait.
  2. The medium will be oil on a poplar panel.
  3. The woman will have brown hair.

Once again, if you hate the Mona Lisa then the IT design decision example would be:

  1. XYZ vendor and model of storage array will be purchased.
  2. Storage policy based management will be used to place VMs on the correct storage tier.
  3. Tier-1 LUNs will be replicated hourly.

These are physical design decisions, which directly correlate and extend the logical design decisions with more information. But, again, at the end of the day, this should all tie back to meeting the business requirements.

Screen Shot 2017-07-06 at 10.32.54 PM
(Table 2) Physical design decision example

An example of a physical design would be something like:

phys
(Figure 4) Physical storage diagram example

Notice that in this diagram, we’re starting to see more details: vendor, model, how things are connected, etc. Remember that physical should expand on logical design decisions and fill in the blanks. At the end of the day, both logical and physical design decisions should map back to meeting the business requirements set forth in the conceptual model (as evidenced by Figure 2).

Final Thoughts

Being able to quickly and easily distinguish takes time and practice. I am hoping this clarifies some of the mystery and confusion surrounding this idea. Looking forward to seeing more vDM submissions next week.

The Importance of Mentorship: Building the Mentoring Relationship (Part IV)

Previously discussed topics were the importance of mentoring and leadership, as well as the roles of a mentor and roles of a mentee. To view the entire series:

This post will dive into what is required to build the mentoring relationship. I’m going to take a different approach this time; instead of writing a bunch of paragraphs, I am going to summarize the phases of the mentoring relationship by using an outline. Let’s see how this goes!

At the beginning of the mentoring relationship, the mentor and mentee should discuss how the partnership should be structured. Regardless of whether the mentoring relationship takes a formal structure, there are typically a few phases that take place:

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  • Building rapport
    • In this phase the mentor and mentee are exploring whether or not they can work together.
    • Simply get acquainted with one another (number of years in the industry, technical skillset, common skills, similar career paths, etc.)
    • Determine purpose of relationship and establish expectations.
    • Active listening, being respectful, being open and honest help build reciprocal trust in this stage.
  • Setting direction
    • This phase is all about setting goals. Once there is rapport and the relationship has established its sense of purpose, then determine what should be achieved.
    • Discuss the overall mentoring goals; for example, the following questions could be asked:
      • What are your visions and career aspirations?
      • Where is your career right now?
      • What are your strengths, weaknesses?
      • What is your behavioral style?
      • What is your leadership style?
      • What are your top three goals?
      • How can the mentoring relationship help to build new technical skills, explore new ideas, forge a new career path, expand your network, etc.?
    • If this is a formal mentoring process, a “Mentoring Partnership Agreement” could be established to determine clear goals, roles, and responsibilities, as well as setting a schedule.
  • Recap and progress
    • Recap the mentoring sessions at the end of each session. Also consider reviewing the progress between sessions at the beginning of the session.
    • The progression piece is typically the longest of all the phases. This phase can be perpetual depending on the length of the mentoring relationship.
    • Work together to accomplish the established goals.

Qualities of a successful mentoring relationship:

  • Articulation – the mentor should be able to help the mentee articulate their feelings, thoughts and ideas. The mentee may still be learning this skill.
  • Listening – both the mentee and the mentor should exhibit active listening skills.
  • Respect – without respect, the relationship will not achieve a level of openness required for successful mentoring.
  • Goal clarity – both the mentee and mentor need to have a clear understanding of the mentee’s objectives. It would also be good for the mentee to know the mentor’s goals in order for the relationship to be more reciprocal.
  • Challenging – the mentee and mentor should both be challenged during this relationship.
  • Self-awareness – the mentor should be proactive and insightful in order to appropriately guide the mentee using his or her own experience. The mentee should be self-aware in order to be able learn from the mentor’s example and advice.
  • Commitment to learning – both the mentor and the mentee should be learning and growing as a part of this relationship.
  • Reflection / preparation – a common reason why mentoring relationships fail is because one party or both fails to invest time preparing for or carrying through with the time investment.

 

The Importance of Mentoring: The Roles of the Mentee (Part III)

Previously discussed was the importance of mentoring and leadership, as well as the roles of a mentor. This post will cover the various responsibilities of the mentee. To view the entire series:

Studies have shown that mentors typically select their protégés based on performance and potential. Mentors will continue to invest in the relationship when mentees use their time well and are truly open to feedback.

Often when we think of a mentor/mentee relationship, it is associated with a senior/subordinate relationship. This does not need to be the case. I have learned as much from my peers as I have those in a higher position than me. Do not hesitate to reach out to a peer! It may be easier to establish a mutual mentorship relationship between peers than with a superior.

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Last week’s post covered the roles of a mentor. There are also responsibilities relegated to the mentee as well. A few include:

  • Continuous Learner: take advantage of this opportunity to learn. Be inquisitive; ask questions! But also look for ways to give back to your mento It’s not impossible to think that a mentor may also learn from the mentee. Learning can be a mutual experience and the mentor/mentee relationship can and should be symbiotic.
  • Be Timely: very few mentors have time for excessive hand-holding. Most are dealing with their own high stress jobs and long hours. A mentee that is positive and uses their precious time wisely working to solve problems (rather than complain about work) can be a bright spot in the day. Do your research before reaching out to your mentor. Do not waste their time with something that could have been easily googled.
  • Be Open: mentees have a lot more than just career advice to gain in a mentorship relationship. Mentors can also speak about education, motivation, and work-life balance. Find out from your mentor what he/she sees as the key points to long-term success and happiness.
  • Be Serious: demonstrate that you are eager for counsel by implementing the advice your mentor gave, showing the result, and then going back for more. So, if your mentor suggests you get on project X, get yourself on that project, and do a good job. Then report back to your mentor that you are grateful for the advice because you were able to learn a lot. Your mentor will be much more willing to give you their time and energy after you have proven yourself to be a quick and eager study.
  • Synergizer: a benefit of mentorship, or really any great conversation, with a trusted colleague is that new ideas are forged. Capture those ideas and capitalize on them!
  • Initiator/Relationship Driver: in the military, many times you are officially assigned a mentor, however, this is typically not the case in a corporate work environment. If you feel like you need help, it is your responsibility to reach out and get assistance! Identify the skills, knowledge, and goals that you are seeking to achieve and discuss with your mentor. Walking up and asking a stranger to be your mentor will rarely work. However, approaching a stranger will a pointed, well thought out question can yield results. Initiate with a superior in your office or someone familiar in the community or even a peer.

As mentioned earlier, mentorship is typically more reciprocal than it may appear. The mentee may receive a more direct type of assistance but the mentor benefits as well. There is a stronger sense of purpose, a sense of pride, and useful information exchanged. When mentorship is done correctly, everybody flourishes.