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The Art of Scalability
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A Comprehensive, Proven Approach to IT Scalability from Two Veteran Software, Technology, and Business Executives In this second edition of The Art of Scalability, AKF Partners cofounders Martin L. Abbott and Michael T. Fisher cover everything product, technology and business leaders must know to build products that can scale smoothly to meet any business requirement. Drawing on their unparalleled experience managing some of the world’s highest-transaction-volume Web sites, the authors provide detailed models and best-practice approaches available in no other book. Unlike previous books on scalability, The Art of Scalability doesn’t limit its coverage to technology. Writing for both technical and nontechnical decision-makers, this book covers everything that impacts scalability, including architecture, processes, people, and organizations. This second edition has been edited to improve readability and includes new and updated content, a new chapter on Agile architecture, and new case studies. Throughout, the authors address a broad spectrum of real-world challenges, from performance testing to IT governance. Using their tools and guidance, organizations can systematically overcome obstacles to scalability and achieve unprecedented levels of technical and business performance. New and Updated Coverage includes · Staffing the scalable organization: essential organizational, management, and leadership skills for technical leaderswith a special focus on how to build truly Agile organizations. · How to organize teams to maximize innovation and reduce value destroying team conflict. · Building processes for scale: process lessons from hyper-growth companies, from technical issue resolution to crisis management · How to manage risk and how to create effective change management in the age of continuous deployment. · Architecting scalable solutions: powerful proprietary models for identifying scalability needs and choosing the best approaches to meet them · How to practice “Agile” Architecture · Optimizing performance through caching, application and database splitting, and asynchronous design · New and updated scalability techniques for emerging technologies, including clouds and grids · Planning for rapid data growth and new data centers · Evolving monitoring strategies to tightly align with customer requirements Product Description The Comprehensive, Proven Approach to IT Scalability–Updated with New Strategies, Technologies, and Case Studies In The Art of Scalability, Second Edition, leading scalability consultants Martin L. Abbott and Michael T. Fisher cover everything you need to know to smoothly scale products and services for any requirement. This extensively revised edition reflects new technologies, strategies, and lessons, as well as new case studies from the authors’ pioneering consulting practice, AKF Partners. Writing for technical and nontechnical decision-makers, Abbott and Fisher cover everything that impacts scalability, including architecture, process, people, organization, and technology. Their insights and recommendations reflect more than thirty years of experience at companies ranging from eBay to Visa, and to Apple. You’ll find updated strategies for structuring organizations to maximize agility and scalability, as well as new insights into the cloud (IaaS/PaaS) transition, NoSQL, DevOps, business metrics, and more. Using this guide’s tools and advice, you can systematically clear away obstacles to scalability–and achieve unprecedented IT and business performance. Coverage includes • Why scalability problems start with organizations and people, not technology, and what to do about it • Actionable lessons from real successes and failures • Staffing, structuring, and leading the agile, scalable organization • Scaling processes for hyper-growth environments • Architecting scalability: proprietary models for clarifying needs and making choices–including 15 key success principles • Emerging technologies and challenges: data cost, datacenter planning, cloud evolution, and customer-aligned monitoring • Measuring availability, capacity, load, and performance Features + Benefits Goes beyond covering just technology to address every issue that matters Provides detailed models and proven approaches available in no other book Includes indispensable metrics, complete with actual calculations Includes supplemental PowerPoint slides and exercises for classroom use Foreword xxiii Acknowledgments xxvii About the Authors xxix Introduction 1 Part I: Staffing a Scalable Organization 7 Chapter 1: The Impact of People and Leadership on Scalability 9 The Case Method 9 Why People? 10 Why Organizations? 11 Why Management and Leadership? 17 Conclusion 19 Chapter 2: Roles for the Scalable Technology Organization 21 The Effects of Failure 21 Defining Roles 23 Executive Responsibilities 25 Individual Contributor Responsibilities 30 A Tool for Defining Responsibilities 35 Conclusion 39 Chapter 3: Designing Organizations 41 Organizational Influences That Affect Scalability 41 Team Size 44 Organizational Structure 51 Conclusion 69 Chapter 4: Leadership 101 71 What Is Leadership? 72 Leadership: A Conceptual Model 74 Taking Stock of Who You Are 76 Leading from the Front 78 Checking Your Ego at the Door 79 Mission First, People Always 80 Making Timely, Sound, and Morally Correct Decisions 81 Empowering Teams and Scalability 82 Alignment with Shareholder Value 83 Transformational Leadership 84 Vision 84 Mission 87 Goals 89 Putting It All Together 90 The Causal Roadmap to Success 94 Conclusion 95 Chapter 5: Management 101 99 What Is Management? 100 Project and Task Management 102 Building Teams: A Sports Analogy 105 Upgrading Teams: A Garden Analogy 107 Measurement, Metrics, and Goal Evaluation 111 The Goal Tree 114 Paving the Path for Success 115 Conclusion 116 Chapter 6: Relationships, Mindset, and the Business Case 119 Understanding the Experiential Chasm 119 Defeating the IT Mindset 122 The Business Case for Scale 124 Conclusion 127 Part II: Building Processes for Scale 129 Chapter 7: Why Processes Are Critical to Scale 131 The Purpose of Process 132 Right Time, Right Process 135 When Good Processes Go Bad 139 Conclusion 140 Chapter 8: Managing Incidents and Problems 143 What Is an Incident? 144 What Is a Problem? 145 The Components of Incident Management 146 The Components of Problem Management 149 Resolving Conflicts Between Incident and Problem Management 150 Incident and Problem Life Cycles 150 Implementing the Daily Incident Meeting 152 Implementing the Quarterly Incident Review 153 The Postmortem Process 153 Putting It All Together 156 Conclusion 157 Chapter 9: Managing Crises and Escalations 159 What Is a Crisis? 160 Why Differentiate a Crisis from Any Other Incident? 161 How Crises Can Change a Company 162 Order Out of Chaos 163 Communications and Control 168 The War Room 169 Escalations 170 Status Communications 171 Crisis Postmortem and Communication 172 Conclusion 173 Chapter 10: Controlling Change in Production Environments 177 What Is a Change? 178 Change Identification 179 Change Management 180 The Change Control Meeting 191 Continuous Process Improvement 192 Conclusion 193 Chapter 11: Determining Headroom for Applications 197 Purpose of the Process 198 Structure of the Process 199 Ideal Usage Percentage 203 A Quick Example Using Spreadsheets 206 Conclusion 207 Chapter 12: Establishing Architectural Principles 209 Principles and Goals 209 Principle Selection 212 AKF’s Most Commonly Adopted Architectural Principles 214 Conclusion 222 Chapter 13: Joint Architecture Design and Architecture Review Board 225 Fixing Organizational Dysfunction 225 Designing for Scale Cross-Functionally 226 JAD Entry and Exit Criteria 228 From JAD to ARB 230 Conducting the Meeting 232 ARB Entry and Exit Criteria 234 Conclusion 236 Chapter 14: Agile Architecture Design 239 Architecture in Agile Organizations 240 Ownership of Architecture 241 Limited Resources 242 Standards 243 ARB in the Agile Organization 246 Conclusion 247 Chapter 15: Focus on Core Competencies: Build Versus Buy 249 Building Versus Buying, and Scalability 249 Focusing on Cost 250 Focusing on Strategy 251 “Not Built Here” Phenomenon 252 Merging Cost and Strategy 252 Does This Component Create Strategic Competitive Differentiation? 253 Are We the Best Owners of This Component or Asset? 253 What Is the Competition for This Component? 254 Can We Build This Component Cost-Effectively? 254 The Best Buy Decision Ever 255 Anatomy of a Build-It-Yourself Failure 256 Conclusion 258 Chapter 16: Determining Risk 259 Importance of Risk Management to Scale 259 Measuring Risk 261 Managing Risk 268 Conclusion 271 Chapter 17: Performance and Stress Testing 273 Performing Performance Testing 273 Don’t Stress over Stress Testing 281 Performance and Stress Testing for Scalability 287 Conclusion 288 Chapter 18: Barrier Conditions and Rollback 291 Barrier Conditions 291 Rollback Capabilities 297 Markdown Functionality: Design to Be Disabled 300 Conclusion 301 Chapter 19: Fast or Right? 303 Tradeoffs in Business 303 Relation to Scalability 306 How to Think About the Decision 307 Conclusion 311 Part III: Architecting Scalable Solutions 315 Chapter 20: Designing for Any Technology 317 An Implementation Is Not an Architecture 317 Technology-Agnostic Design 318 The TAD Approach 323 Conclusion 325 Chapter 21: Creating Fault-Isolative Architectural Structures 327 Fault-Isolative Architecture Terms 327 Benefits of Fault Isolation 329 How to Approach Fault Isolation 336 When to Implement Fault Isolation 339 How to Test Fault-Isolative Designs 341 Conclusion 341 Chapter 22: Introduction to the AKF Scale Cube 343 The AKF Scale Cube 343 The x-Axis of the Cube 344 The y-Axis of the Cube 346 The z-Axis of the Cube 349 Putting It All Together 350 When and Where to Use the Cube 352 Conclusion 353 Chapter 23: Splitting Applications for Scale 357 The AKF Scale Cube for Applications 357 The x-Axis of the AKF Application Scale Cube 359 The y-Axis of the AKF Application Scale Cube 361 The z-Axis of the AKF Application Scale Cube 363 Putting It All Together 365 Practical Use of the Application Cube 367 Conclusion 371 Chapter 24: Splitting Databases for Scale 375 Applying the AKF Scale Cube to Databases 375 The x-Axis of the AKF DatabaIn The Art of Scalability, Second Edition, leading scalability consultants Martin L. Abbott and Michael T. Fisher cover everything needed to smoothly scale products and services for any requirement. This extensively revised edition reflects new technologies, strategies, and lessons, as well as new case studies from the authors' pioneering consulting practice, AKF Partners.

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