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Using the Theory of Constraints to
Prioritize Cloud Foundry App
Migration
Mark Carlson
CTO, ECS Team
@mdcarlson
2
Enterprise IT is under the weather…
3
Elapsed times from new idea to features
running at scale in production are too long…
4
Layers and layers of heavy processes
give the illusion of safety…
5
Aging applications often fail to scale, are
fragile under load and brittle when changed…
6
Cloud Foundry is part of the prescription
But...
• We don’t just need a better, more cloud-
friendly app server.
• Without process and culture change, CF
is just another tool in a very long parade
of tools.
Common Stages of Cloud Foundry Adoption
7
• Investigation and Proof-of-Concept
• Initial Purchase and Production Pilot Project
• Greenfield – Adoption by Development Teams
for New Applications
• Portfolio Modernization – Adoption by Selected
Teams Across the Larger Portfolio
Typical Application Portfolio Mix
8
33%
67%
Rebuild
Virtualize, Tolerate
9
Three Terrors of the Application
Migration Swamp…
10
Terror #1 –
Lightning
Sands of
Indecision
11
Terror #2 –
Flaming Out
by Forgetting
the Main Goal
12
Terror #3
AMOUS’s =
Application
Migrations of
Unusual Size
Choosing apps to migrate?
13
“I can clearly not choose the app that is in front of me!” --Vizzini
Don’t Migrate Everything!
14
• Applications to Exclude:
• Packaged or SaaS applications
• Apps with tight coupling to hardware or legacy
OS
• Apps with no business reason to change
frequently
• Apps with tenuous connection to consumers or
clear business value
• Apps so trivial… no one will care
• Apps so massive… no one should dare
15
Application Migration Factories?
Booo! Booo!
16
Theory of Constraints
An overall management philosophy
introduced by Dr. Eliyahu Goldratt
Source: Institute of Management Accountants, “Theory of Constraints (TOC) Management System Fundamentals”, 1999
Bottleneck
(2/hr)
17
What is an Innovation Bottleneck?
The inability to rapidly and continuously deliver
business-impacting changes to an app that is an
innovation generator is an…
Innovation bottleneck
• In manufacturing, a constraint is a process, process step,
or anything that limits throughput and prevents the entire
system from achieving its goal.
• A bottleneck is a constraint in a production flow process.
The process step that limits overall capacity.
18 “I've just sucked one year of your life away.” –Count Rugen
Innovation Bottlenecks Suck IT’s Life Away
The initial filters:
• Technical fit 12-factor-ness.
• Size / Complexity
• Directly connected to easily measured business
value
• Supporting team not “frozen middle” or “permafrost”
• Eager to embrace new ways and learn new
techniques to get better
• Team members are respected. Others will want to
follow their lead
19
Finding Innovation Bottlenecks
You might have an innovation bottleneck IF:
• The organization’s ability to innovate as a whole
is constrained by slow delivery cycles in this
application
• The business is pursuing or evaluating a non-
traditional provider or public cloud strategy for this
application because it can’t be easily changed
• Introducing the smallest feature or change takes
weeks or months EVEN when those features will
have a major impact on business operations
20
21
Strangle the Bottlenecks
Strangler Application, Martin Fowler, 2004 http://martinfowler.com/bliki/StranglerApplication.html
Strangler Application Migration:
• Avoids big bang
• Intercepts and redirects calls to
new service running on CF
• Wrapped in tests and circuit
breakers
• Each “slice” is connected to
business value that is easily
visible
• Over time, all that remains is a
well understood core that can
be tolerated or eliminated
Don’t let (a little success) go to your head…
22
23
For Further Research
• “Working Effectively with Legacy Code”,
Michael Feathers, 2004
• “The Goal: A Process of Ongoing
Improvement”, Goldratt and Cox, 1984
• “Application Migration Selection Criteria”, Josh
Kruck and Abby Kearns, 2015
• “Migrating the Monolith”, Rohit Kelapure,
SpringOne2Gx 2015
• ”The Cloud Native Journey”, Michael Coté,
2015
• “The Princess Bride”, William Goldman, 1973
24
Thank you!
Mark Carlson
@mdcarlson
ECS Team
@ecsteam
http://www.ecsteam.com

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Prioritizing Apps for Migration to Cloud Foundry - CF Summit 2016

  • 1. Using the Theory of Constraints to Prioritize Cloud Foundry App Migration Mark Carlson CTO, ECS Team @mdcarlson
  • 2. 2 Enterprise IT is under the weather…
  • 3. 3 Elapsed times from new idea to features running at scale in production are too long…
  • 4. 4 Layers and layers of heavy processes give the illusion of safety…
  • 5. 5 Aging applications often fail to scale, are fragile under load and brittle when changed…
  • 6. 6 Cloud Foundry is part of the prescription But... • We don’t just need a better, more cloud- friendly app server. • Without process and culture change, CF is just another tool in a very long parade of tools.
  • 7. Common Stages of Cloud Foundry Adoption 7 • Investigation and Proof-of-Concept • Initial Purchase and Production Pilot Project • Greenfield – Adoption by Development Teams for New Applications • Portfolio Modernization – Adoption by Selected Teams Across the Larger Portfolio
  • 8. Typical Application Portfolio Mix 8 33% 67% Rebuild Virtualize, Tolerate
  • 9. 9 Three Terrors of the Application Migration Swamp…
  • 11. 11 Terror #2 – Flaming Out by Forgetting the Main Goal
  • 13. Choosing apps to migrate? 13 “I can clearly not choose the app that is in front of me!” --Vizzini
  • 14. Don’t Migrate Everything! 14 • Applications to Exclude: • Packaged or SaaS applications • Apps with tight coupling to hardware or legacy OS • Apps with no business reason to change frequently • Apps with tenuous connection to consumers or clear business value • Apps so trivial… no one will care • Apps so massive… no one should dare
  • 16. 16 Theory of Constraints An overall management philosophy introduced by Dr. Eliyahu Goldratt Source: Institute of Management Accountants, “Theory of Constraints (TOC) Management System Fundamentals”, 1999 Bottleneck (2/hr)
  • 17. 17 What is an Innovation Bottleneck? The inability to rapidly and continuously deliver business-impacting changes to an app that is an innovation generator is an… Innovation bottleneck • In manufacturing, a constraint is a process, process step, or anything that limits throughput and prevents the entire system from achieving its goal. • A bottleneck is a constraint in a production flow process. The process step that limits overall capacity.
  • 18. 18 “I've just sucked one year of your life away.” –Count Rugen Innovation Bottlenecks Suck IT’s Life Away
  • 19. The initial filters: • Technical fit 12-factor-ness. • Size / Complexity • Directly connected to easily measured business value • Supporting team not “frozen middle” or “permafrost” • Eager to embrace new ways and learn new techniques to get better • Team members are respected. Others will want to follow their lead 19
  • 20. Finding Innovation Bottlenecks You might have an innovation bottleneck IF: • The organization’s ability to innovate as a whole is constrained by slow delivery cycles in this application • The business is pursuing or evaluating a non- traditional provider or public cloud strategy for this application because it can’t be easily changed • Introducing the smallest feature or change takes weeks or months EVEN when those features will have a major impact on business operations 20
  • 21. 21 Strangle the Bottlenecks Strangler Application, Martin Fowler, 2004 http://martinfowler.com/bliki/StranglerApplication.html Strangler Application Migration: • Avoids big bang • Intercepts and redirects calls to new service running on CF • Wrapped in tests and circuit breakers • Each “slice” is connected to business value that is easily visible • Over time, all that remains is a well understood core that can be tolerated or eliminated
  • 22. Don’t let (a little success) go to your head… 22
  • 23. 23 For Further Research • “Working Effectively with Legacy Code”, Michael Feathers, 2004 • “The Goal: A Process of Ongoing Improvement”, Goldratt and Cox, 1984 • “Application Migration Selection Criteria”, Josh Kruck and Abby Kearns, 2015 • “Migrating the Monolith”, Rohit Kelapure, SpringOne2Gx 2015 • ”The Cloud Native Journey”, Michael Coté, 2015 • “The Princess Bride”, William Goldman, 1973
  • 24. 24 Thank you! Mark Carlson @mdcarlson ECS Team @ecsteam http://www.ecsteam.com

Editor's Notes

  1. A few of the symptoms of what is ailing Enterprise IT are:
  2. From minutes to weeks? From weeks to months? Going the wrong way. We hear over and over that businesses often expect elapsed times of 6, 9 or 12 months to introduce the smallest feature. We all know that small features often require a small amount of development, but that our self-imposed bureaucratic processes conspire against us to drag out the delivery times.
  3. These processes were created with good intentions or sometimes in response to a catastrophic event. However, if the goal of IT is to enable the business, our processes provide the illusion that going slow is better for the business because its safer. The reality is that non-responsive IT is one of the biggest threats to businesses in today’s digital economy. Financial Services example… QuickenLoans introduces RocketMortgage. Others must respond or lose market share.
  4. The mobilization of consumers and employees is nothing new, but it has fundamentally shifted the expectations of our users. With the massive escalation of data and transaction quantities, applications designed for a different era fail to scale quickly or experience cascading failures under loads. Changing monolithic applications which have grown organically over years often causes further outages which in turn creates more organization resistance to delivering innovation.
  5. Implementing a Cloud Foundry platform is part of the solution. The “application dial tone” (to quote Pivotal’s Cornelia Davis) that the platform provides helps application development teams go faster and be safer.
  6. Implementing a Cloud Foundry platform is part of the solution. The “application dial tone” (to quote Pivotal’s Cornelia Davis) that the platform provides helps application development teams go faster and be safer.
  7. It has been said that the average organization has around 300 applications Some have several times that amount Two-thirds can’t or don’t need to be migrated to Cloud Foundry One-third has a tangible business impact if rebuilt or refactored
  8. More than one otherwise talented IT organization gets stuck in the quicksand of indecision when thinking about how to take advantage of their newly implemented Cloud Foundry platform. Spending months to design the perfect migration approach that could perhaps satisfy every stakeholder is highly likely to result in glacial progress. Better to tackle a small slice that is well connected to business value and bring it all the way to production than to spend months of navel gazing around finding the “best” applications to migrate
  9. Inception - The main goal is to bring about sustainable transformation such that the organization can rapidly deliver software-based innovation to the business. Non-goals are: Justifying a purchase, migrating X% of the portfolio to the cloud, retooling the entire workforce or getting nominated for IT exec of the year
  10. Often, large system integrators have an interest in selling ginormous application migration factory projects that require hundreds of developers and millions of dollars. These frequently fail. No matter how shiny their dashboards or wizards.
  11. So, how do we select applications for migration to Cloud Foundry?
  12. Surprising number of organizations set about building application migration factories with a goal of moving all of their apps to Cloud Foundry Many categories of apps can be excluded. These can be “lifted and shifted” to IaaS, but are probably NOT good candidates for moving to Cloud Foundry.
  13. My opinion of “application migration factories” – an approach that implies shifting existing applications, unchanged, to a new location… has changed. The problem with this approach is that app migration alone does nothing to address the broken processes and organizational silos that impair the ability of IT to innovate. App migration does not optimize “innovation bottlenecks” … Ability to innovate does not improve.
  14. Theory of Constraints (ToC) is an overall management philosophy introduced by Dr. Eliyahu Goldratt in his 1984 book titled The Goal, that is geared to help organizations continually achieve their goal.
  15. Proposal: Every organization has a relatively small subset of applications that must be regularly changed in innovative ways for the business as a whole to exploit new markets, fend off competitors or reach its customers through new digital channels.
  16. In many large enterprises, Information Technology has become merely a cost center or a necessary evil. Lack of innovation has sucked away its relevance to the business.
  17. What if you’ve filtered your enterprise application portfolio using criteria like those above and still have dozens or hundreds of apps to choose from? Look for innovation bottlenecks Pick one. Get moving. Avoid spinning on a “perfect” starting point.
  18. Replicating success from an initial win in app transformation is hard. Sustaining and scaling transformation is harder than getting the first win Avoid the terrors of app migration and tackle the next innovation bottleneck Build the environments and ecosystems to replicate at scale