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Building a Giant Atlassian Universe!
To Take Over The World!



Glenn Bingham and Chris Macharia!
Fidelity Information Services!
The Process Guy	

   The Technology Guy
Software and Services for Banks and Financial Institutions!




                                14,000 Customers!
Software and Services for Banks and Financial Institutions!
                                 !




                                     200+ customers worldwide!
Profile Core Banking Solution!
                                     Millions of account holders!
TouchPoint Channels Solutions!
                                     700+ software professionals!
Our Applications!
•  Profile: the FIS real-time, international, multi-language/multi-currency,
   ultra-scalable core banking platform!
•  7mm+ LOC!
•  TouchPoint: Channels solutions for branch, call center and e-banking!
•  Profile core is M-code/MUMPS and Java, GT.M open source database.
   Channels applications are Java. Integration to other platforms via FIS
   Xpress SOA platform!
Large scale, big team, corporate environment



It s people s money – it needs to be correct



Nothing happens by accident!
Our Stack!
•  Workflow & Collaboration!
  •  JIRA, Confluence!

•  Source Code!
  •  Subversion, Fisheye, Mercurial!

•  Code Quality!
  •  Crucible, FindBugs, JTest, Fortify!

•  Builds!
  •  Bamboo, Artifactory!
Our Stack!
  Development                                                                     Project Mgmt
         Tools                                                                    Tools
  Code	
  management	
                                        MS	
  Project	
     Time	
  tracking	
  
          Code	
  review	
                                     Planview	
         Time	
  repor+ng	
  
Development	
  history	
                                               EPK	
      Project	
  plans	
  
    Build	
  scheduling	
                                 Es+ma+ng	
  tools	
     Project	
  status	
  
           Build	
  status	
                                   MS	
  Office	
       Program	
  repor+ng	
  
    Defect	
  repor+ng	
                                                          Financial	
  repor+ng	
  
     Defect	
  severity	
                                                         Green/Yellow/Red	
  
        Task	
  progress	
        JTest,	
  For+fy	
  
 Detailed	
  task	
  status	
     Ar+factory	
  
           Traceability	
         Quality	
  Center	
  
                                  QTP	
  
                                  Winrunner,	
  
                                     Loadrunner	
  
Platform Usage & Volumes!
•  2,500 users!
  •  Users in North America, Europe,
     Asia, Central/South America,
     Australia!

  •  150+ K JIRA records!

•  Growth rate of 80% / year!
•  Platform support team:!
  •  4 core staff, 4 secondary support!
You don t have to toss out (all) your other tools



You don t need a large team to support 100s of
users!
FIS Software Development Lifecycle!
•  Software quality and accuracy are paramount!
•  Gigantic process! CMMI Level 3 based SDLC and project
   management process set - FISSP!
•  FISSP is methodology independent; defines the what, not the how!
•  Tools support the process; they do not define the process!
•  Our Atlassian integration project began in April, 2009!
Our Tools Philosophy!
•  The primary intent three years ago was to evolve our software
   development methods toward a more incremental and continuous process!
•  Implement new technology tools (Atlassian suite, Subversion, others) to
   support this transformation.!
•  This model is descriptive, not prescriptive (step 1, step 2, etc.) – teams
   adopt specific practices to achieve goals and benefits
•  Software development workflow is guided/loosely constrained as
   opposed to controlled/highly constrained
Guided (loosely constrained)

Our Tools Philosophy!                                           vs.
                                                  Controlled (highly constrained)



•  Software development workflow is documented and enabled within Jira, but
   we have not constrained the tool to force compliance
•  Team members are expected to follow the workflow and the rules
•  Some rules are absolute and are highly constrained, for example, code
   check-in/check-out
•  Some fields are required
•  OOB = out of the box. For the most part, we are using the ability to
   configure Jira, but not the ability to highly customize it
Workflow!
JIs and development workflow
Using JIRA for Financials!
•  Annual budget process!
•  Portfolio Item is a major
   budget line item!
•  Every Requirement JI must
   link upstream to a Portfolio
   Item JI!
Managing Requirements!
•  Requirement JIs represent
   software requirements!
•  Subtasks define standard work!
•  Requirement JIs beget
   Enhancement JIs!
•  Traceability (large grain)!
•  Requirements in Subversion!
•  Introducing Balsamiq!
Managing Requirements!
•  Next level of
   detail:
   Require-
   ments
   workflow!
Know yourself! Align your culture to your
processes and tools, assess Flexibility vs. Control



To take over the world, you need a plan



OOB=less work to implement and maintain!
Managing Source Code!
•  Primary tool is Subversion!
  •  Also looking at Mercurial!

•  Enhancements in JIRA!
  •  Traceable to Requirements!

  •  Agile development (Greenhopper)!

  •  Test case driven development!

•  Integrated security!

•  Mandatory code reviews!
Custom Integrations!
•  Subversion commits dependent on
   JIRA issue links!

•  Code branches locked/unlocked
   from Confluence!

•  Subversion project access tied into
   JIRA/Crowd groups!
•  JIRA workflow transition counters!
•  Auto creation of issues!
•  Auto-switching issue types!
Builds and Deployments!
•  Continuous integration builds!

•  Cherry-picking builds!




•  Ant or Maven 2 (Artifactory)!

•  Local and remote auto-deploys!

•  FTP and Auto-Test jobs!

  !
Testing!
•  Defect JIs are linked to
   Enhancement JIs (as applicable)!
•  Traceability!
•  Other testing tools: Quality Center,
   QTP, Performance Center,
   LoadRunner!
•  Use of linking for cross-project
   Defect JIs!
Additional Quality Assurance!

•    Mandatory code reviews!
•    Only authorized code changes allowed!
•    Junit for automated unit tests via Bamboo!
•    Automatic running of test suites on new builds!
•    Static code scanning in developer local workspaces!
•    More comprehensive code scanning of built code (JTest / Fortify)!
•    All historical issue data is available for reporting and analysis!
Project Management Support!
•  All PMO issue types in JIRA!
  •  Change Requests, Risks, !

    Issues, Action Items!
  •  Auto issue escalation!


•  Delegation of Project Administration tasks!
  •  User management, Version management!
Leverage JIRA for traceability across the lifecycle



Use Bamboo for more than just builds



Add custom integrations and plugins, but judiciously!
Atlassian Toolset Benefits!
•  Lower license costs!
•  Lower support costs!
•  Responsive to SDLC changes!
•  Ease of integrations, plug-ins!
•  All data in one place!
•  Full end-to-end traceability!
•  Management visibility!
Balancing Trade-offs!
•  All aboard, or See you later?!
•  Our way or the highway!
  •  Centralized control vs delegated!

  •  Standard flows/pages vs customized!

  •  Stability vs flexibility!
Tips and Pointers!
•  Process:!
  •  To take over the world, you need a plan!
  •  Know yourself! Align your culture to your processes and tools!
  •  OOB=less work to implement and maintain!

•  Technology:!
  •  No need to throw out other tools that are working well for you!
  •  Leverage JIRA for traceability across the lifecycle!
  •  Find the right balance between stability and flexibility!
Q & A!
If you want to take over the world, you need a plan!




  #summit2012
Thank you!

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Building a Giant Atlassian Universe to Take Over the World

  • 1. Building a Giant Atlassian Universe! To Take Over The World! Glenn Bingham and Chris Macharia! Fidelity Information Services!
  • 2. The Process Guy The Technology Guy
  • 3. Software and Services for Banks and Financial Institutions! 14,000 Customers!
  • 4. Software and Services for Banks and Financial Institutions! ! 200+ customers worldwide! Profile Core Banking Solution! Millions of account holders! TouchPoint Channels Solutions! 700+ software professionals!
  • 5. Our Applications! •  Profile: the FIS real-time, international, multi-language/multi-currency, ultra-scalable core banking platform! •  7mm+ LOC! •  TouchPoint: Channels solutions for branch, call center and e-banking! •  Profile core is M-code/MUMPS and Java, GT.M open source database. Channels applications are Java. Integration to other platforms via FIS Xpress SOA platform!
  • 6. Large scale, big team, corporate environment
 
 It s people s money – it needs to be correct
 
 Nothing happens by accident!
  • 7. Our Stack! •  Workflow & Collaboration! •  JIRA, Confluence! •  Source Code! •  Subversion, Fisheye, Mercurial! •  Code Quality! •  Crucible, FindBugs, JTest, Fortify! •  Builds! •  Bamboo, Artifactory!
  • 8. Our Stack! Development Project Mgmt Tools Tools Code  management   MS  Project   Time  tracking   Code  review   Planview   Time  repor+ng   Development  history   EPK   Project  plans   Build  scheduling   Es+ma+ng  tools   Project  status   Build  status   MS  Office   Program  repor+ng   Defect  repor+ng   Financial  repor+ng   Defect  severity   Green/Yellow/Red   Task  progress   JTest,  For+fy   Detailed  task  status   Ar+factory   Traceability   Quality  Center   QTP   Winrunner,   Loadrunner  
  • 9. Platform Usage & Volumes! •  2,500 users! •  Users in North America, Europe, Asia, Central/South America, Australia! •  150+ K JIRA records! •  Growth rate of 80% / year! •  Platform support team:! •  4 core staff, 4 secondary support!
  • 10. You don t have to toss out (all) your other tools
 
 You don t need a large team to support 100s of users!
  • 11. FIS Software Development Lifecycle! •  Software quality and accuracy are paramount! •  Gigantic process! CMMI Level 3 based SDLC and project management process set - FISSP! •  FISSP is methodology independent; defines the what, not the how! •  Tools support the process; they do not define the process! •  Our Atlassian integration project began in April, 2009!
  • 12. Our Tools Philosophy! •  The primary intent three years ago was to evolve our software development methods toward a more incremental and continuous process! •  Implement new technology tools (Atlassian suite, Subversion, others) to support this transformation.! •  This model is descriptive, not prescriptive (step 1, step 2, etc.) – teams adopt specific practices to achieve goals and benefits •  Software development workflow is guided/loosely constrained as opposed to controlled/highly constrained
  • 13. Guided (loosely constrained) Our Tools Philosophy! vs. Controlled (highly constrained) •  Software development workflow is documented and enabled within Jira, but we have not constrained the tool to force compliance •  Team members are expected to follow the workflow and the rules •  Some rules are absolute and are highly constrained, for example, code check-in/check-out •  Some fields are required •  OOB = out of the box. For the most part, we are using the ability to configure Jira, but not the ability to highly customize it
  • 15. Using JIRA for Financials! •  Annual budget process! •  Portfolio Item is a major budget line item! •  Every Requirement JI must link upstream to a Portfolio Item JI!
  • 16. Managing Requirements! •  Requirement JIs represent software requirements! •  Subtasks define standard work! •  Requirement JIs beget Enhancement JIs! •  Traceability (large grain)! •  Requirements in Subversion! •  Introducing Balsamiq!
  • 17. Managing Requirements! •  Next level of detail: Require- ments workflow!
  • 18. Know yourself! Align your culture to your processes and tools, assess Flexibility vs. Control
 
 To take over the world, you need a plan
 
 OOB=less work to implement and maintain!
  • 19. Managing Source Code! •  Primary tool is Subversion! •  Also looking at Mercurial! •  Enhancements in JIRA! •  Traceable to Requirements! •  Agile development (Greenhopper)! •  Test case driven development! •  Integrated security! •  Mandatory code reviews!
  • 20. Custom Integrations! •  Subversion commits dependent on JIRA issue links! •  Code branches locked/unlocked from Confluence! •  Subversion project access tied into JIRA/Crowd groups! •  JIRA workflow transition counters! •  Auto creation of issues! •  Auto-switching issue types!
  • 21. Builds and Deployments! •  Continuous integration builds! •  Cherry-picking builds! •  Ant or Maven 2 (Artifactory)! •  Local and remote auto-deploys! •  FTP and Auto-Test jobs! !
  • 22. Testing! •  Defect JIs are linked to Enhancement JIs (as applicable)! •  Traceability! •  Other testing tools: Quality Center, QTP, Performance Center, LoadRunner! •  Use of linking for cross-project Defect JIs!
  • 23. Additional Quality Assurance! •  Mandatory code reviews! •  Only authorized code changes allowed! •  Junit for automated unit tests via Bamboo! •  Automatic running of test suites on new builds! •  Static code scanning in developer local workspaces! •  More comprehensive code scanning of built code (JTest / Fortify)! •  All historical issue data is available for reporting and analysis!
  • 24. Project Management Support! •  All PMO issue types in JIRA! •  Change Requests, Risks, ! Issues, Action Items! •  Auto issue escalation! •  Delegation of Project Administration tasks! •  User management, Version management!
  • 25. Leverage JIRA for traceability across the lifecycle
 
 Use Bamboo for more than just builds
 
 Add custom integrations and plugins, but judiciously!
  • 26. Atlassian Toolset Benefits! •  Lower license costs! •  Lower support costs! •  Responsive to SDLC changes! •  Ease of integrations, plug-ins! •  All data in one place! •  Full end-to-end traceability! •  Management visibility!
  • 27. Balancing Trade-offs! •  All aboard, or See you later?! •  Our way or the highway! •  Centralized control vs delegated! •  Standard flows/pages vs customized! •  Stability vs flexibility!
  • 28. Tips and Pointers! •  Process:! •  To take over the world, you need a plan! •  Know yourself! Align your culture to your processes and tools! •  OOB=less work to implement and maintain! •  Technology:! •  No need to throw out other tools that are working well for you! •  Leverage JIRA for traceability across the lifecycle! •  Find the right balance between stability and flexibility!
  • 30. If you want to take over the world, you need a plan! #summit2012