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Towards a Worthwhile
Technology Foundatation
    Smartly prioritizing early-stage
technology efforts in the service of a long-
    term platform for your business.




        CIC Critical Mass • July 12, 2011
        Will Koffel • http://will.koffel.org/
                                                1
Goal
When you identify an opportunity for your
      business to truly crush it...


   Your technology team should reply
  “yeah, we can get there from here!”

      (This is the business of tech)




                                            2
Lessons
• Adopt Development Best-Practices
• Manage Your Technical Dependencies
• Eschew Legacy Support
• Pick Your Battles




                                       3
[foundations]


“Beginnings are always messy.” – John Galsworthy

                                                   12
Admirable Foundation




                       13
Your Foundation




                  14
Your Foundation
• extremely fragile,
  susceptible to lots of
  external forces

• complicated and
  expensive to access
  and maintain

• really hard to extend
• can’t build a proper
  foundation now even
  if you wanted to



                           15
Your Foundation
• doesn’t adopt “best-
  practices” for
  architectural design.

• has “dependencies” on
  environment and
  design decisions

• unreasonably values
  “legacy” lakefront
  luxury

• fought the wrong
  “battles” causing undo
  long-term hassles


                           16
[adopt best-practices]


   “Discipline is the bridge between goals
     and accomplishments.” - Jim Rohn


                                             17
Leech & Learn
Almost all your problems have been solved before.
         (yes, including that one you are thinking now,
              and the one you’re going to hit next)


   Best-practices save time, and work better!
             (Inventing a car with geared wheels
           isn’t better unless the roads have teeth)



     Don’t be so clever, great artists steal.
              (And steal from the best, big or little,
                      known or admired)



                                                          18
Some Must-Haves
   • Source Control         • Project Management
                              Tools
   • Data Control
                            • Customer Feedback
   • Testing
     Infrastructure         • Reporting, and
                              Analytics
   • Reliable Deployments
                            • Development
   • Monitoring               Methodology


 Good news: we live today, so do great solutions!
These have to be...but they don’t have to be hard.
                                                     19
Recommendation

Take a week of time to adopt the tools and
   techniques of the best comparable
           startups around.




                  It will be time well spent.




                                                20
[manage dependencies]


    “A ship is safe in harbor, but that is not
  what a ship was built for.” – William H Shedd


                                                  21
No Crystal Ball
Modular systems are flexible and reliable.
        (If you can’t describe the pieces of your
    technology foundation, then it’s too complicated)



           Define Your Interfaces
    (If changing system A affects system B, you want
              to know about it in advance)



     Evaluate Vendors Defensively
        (They will sell you on the features. Grill
         them on the gaps, avoid early lock-in)



                                                        22
Brace for Change
  • databases             • grow a mobile
                            presence
  • hosting providers
                          • add an API
  • language/frameworks
                          • expand to social
  • swap off-the-shelf      networks
    components with
    home-grown            • experimental
                            features


Memo: you will fail to predict the path for your
 business. Don’t code yourself into a corner.

                                                   23
Recommendation
 Take a day of time to create a great
diagram of your technology platform,
      including all the data and
 communications between modules.




               It will be time well spent.




                                             24
[eschew legacy]


"One must always maintain one’s connection to the past and
   yet ceaselessly pull away from it." – Gaston Bachelard


                                                             25
Look Forward
     The past is getting older every day
          (By the time your business is big enough to
       support legacy systems properly, they’ll be gone)



Your team can’t accurately predict the cost
(And don’t forget to clean up all your code, tests, user messaging
  and documentation when you do eventually drop support)



      Dropping features makes you free
            (Don’t make your team rummage around
           in a cluttered attic, they’ll trip an get hurt)



                                                                     26
Stay Current but Safe
 • browser support, be aggressive
 • mobile device OS versions
 • plugin / API catalog, keep informed
 • framework versions, latest stable
 • social graph integration and auth (e.g. oauth)
 • new tools and services, pay attention
Bonus: not only will this grease the technical
wheels, but you’ll also hire better developers
 who respect and embrace your approach
                                                    27
Recommendation
Be a bold futurist. Imagine how prescient
   you’ll look in two years when your
company is as technically relevant as the
       next generation of startups.



                  It will be time well saved.




                                                28
[pick your battles]


  "To achieve great things, two things are needed: a
plan, and not quite enough time." – Leonard Bernstein

                                                        29
Core Competencies
  Don’t invent anything you aren’t innovating
        (The things you are innovating will need all the
                 attention you can give them)



Be ruthless when evaluating what really matters
                   (Will it kill the patient?)




   Build tech in the service of your business
              (Leave tech for the sake of it to the
              academics and open source crews)



                                                           30
Ask the big questions
 • Are you built on scale, or built on UI?
 • Is your technology evolutionary or disruptive?
 • Are you reinventing payments, or collecting cash?
 • Which of those best-practices should you better?
 • You want it good, fast, or cheap? (choose one)


 Tip: If you keep your tech team focused on
what matters to your business, they will still
find an acceptable path for all the other stuff.
                                                       31
Recommendation
Make a list of what your technology needs
   to do better than anyone’s if your
business is to be successful. Put 100% of
 your fungible efforts towards that list.




                 It will be time well saved.




                                               32
[talk about it]


“The single biggest problem with communication is the
illusion that it has taken place.” – George Bernard Shaw

                                                           33
• Educate each other
• Focus on the business strategy
• Agree on the platform strategy
• Make the hard decisions together




                                     34
[q & a]


 “To avoid criticism, do nothing, say
nothing, be nothing” – Elbert Hubbard

                                        35

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Worthwhile Technology Foundations

  • 1. Towards a Worthwhile Technology Foundatation Smartly prioritizing early-stage technology efforts in the service of a long- term platform for your business. CIC Critical Mass • July 12, 2011 Will Koffel • http://will.koffel.org/ 1
  • 2. Goal When you identify an opportunity for your business to truly crush it... Your technology team should reply “yeah, we can get there from here!” (This is the business of tech) 2
  • 3. Lessons • Adopt Development Best-Practices • Manage Your Technical Dependencies • Eschew Legacy Support • Pick Your Battles 3
  • 4. [foundations] “Beginnings are always messy.” – John Galsworthy 12
  • 7. Your Foundation • extremely fragile, susceptible to lots of external forces • complicated and expensive to access and maintain • really hard to extend • can’t build a proper foundation now even if you wanted to 15
  • 8. Your Foundation • doesn’t adopt “best- practices” for architectural design. • has “dependencies” on environment and design decisions • unreasonably values “legacy” lakefront luxury • fought the wrong “battles” causing undo long-term hassles 16
  • 9. [adopt best-practices] “Discipline is the bridge between goals and accomplishments.” - Jim Rohn 17
  • 10. Leech & Learn Almost all your problems have been solved before. (yes, including that one you are thinking now, and the one you’re going to hit next) Best-practices save time, and work better! (Inventing a car with geared wheels isn’t better unless the roads have teeth) Don’t be so clever, great artists steal. (And steal from the best, big or little, known or admired) 18
  • 11. Some Must-Haves • Source Control • Project Management Tools • Data Control • Customer Feedback • Testing Infrastructure • Reporting, and Analytics • Reliable Deployments • Development • Monitoring Methodology Good news: we live today, so do great solutions! These have to be...but they don’t have to be hard. 19
  • 12. Recommendation Take a week of time to adopt the tools and techniques of the best comparable startups around. It will be time well spent. 20
  • 13. [manage dependencies] “A ship is safe in harbor, but that is not what a ship was built for.” – William H Shedd 21
  • 14. No Crystal Ball Modular systems are flexible and reliable. (If you can’t describe the pieces of your technology foundation, then it’s too complicated) Define Your Interfaces (If changing system A affects system B, you want to know about it in advance) Evaluate Vendors Defensively (They will sell you on the features. Grill them on the gaps, avoid early lock-in) 22
  • 15. Brace for Change • databases • grow a mobile presence • hosting providers • add an API • language/frameworks • expand to social • swap off-the-shelf networks components with home-grown • experimental features Memo: you will fail to predict the path for your business. Don’t code yourself into a corner. 23
  • 16. Recommendation Take a day of time to create a great diagram of your technology platform, including all the data and communications between modules. It will be time well spent. 24
  • 17. [eschew legacy] "One must always maintain one’s connection to the past and yet ceaselessly pull away from it." – Gaston Bachelard 25
  • 18. Look Forward The past is getting older every day (By the time your business is big enough to support legacy systems properly, they’ll be gone) Your team can’t accurately predict the cost (And don’t forget to clean up all your code, tests, user messaging and documentation when you do eventually drop support) Dropping features makes you free (Don’t make your team rummage around in a cluttered attic, they’ll trip an get hurt) 26
  • 19. Stay Current but Safe • browser support, be aggressive • mobile device OS versions • plugin / API catalog, keep informed • framework versions, latest stable • social graph integration and auth (e.g. oauth) • new tools and services, pay attention Bonus: not only will this grease the technical wheels, but you’ll also hire better developers who respect and embrace your approach 27
  • 20. Recommendation Be a bold futurist. Imagine how prescient you’ll look in two years when your company is as technically relevant as the next generation of startups. It will be time well saved. 28
  • 21. [pick your battles] "To achieve great things, two things are needed: a plan, and not quite enough time." – Leonard Bernstein 29
  • 22. Core Competencies Don’t invent anything you aren’t innovating (The things you are innovating will need all the attention you can give them) Be ruthless when evaluating what really matters (Will it kill the patient?) Build tech in the service of your business (Leave tech for the sake of it to the academics and open source crews) 30
  • 23. Ask the big questions • Are you built on scale, or built on UI? • Is your technology evolutionary or disruptive? • Are you reinventing payments, or collecting cash? • Which of those best-practices should you better? • You want it good, fast, or cheap? (choose one) Tip: If you keep your tech team focused on what matters to your business, they will still find an acceptable path for all the other stuff. 31
  • 24. Recommendation Make a list of what your technology needs to do better than anyone’s if your business is to be successful. Put 100% of your fungible efforts towards that list. It will be time well saved. 32
  • 25. [talk about it] “The single biggest problem with communication is the illusion that it has taken place.” – George Bernard Shaw 33
  • 26. • Educate each other • Focus on the business strategy • Agree on the platform strategy • Make the hard decisions together 34
  • 27. [q & a] “To avoid criticism, do nothing, say nothing, be nothing” – Elbert Hubbard 35