Release Management with
JIRA at BlackRock
GABRIEL TIU • DIRECTOR • BLACKROCK JP PARAMOR • DIRECTOR • BLACKROCK
Agenda
BlackRock and our Challenges
Process Solution
Technology Solution
ReleasePath - JIRA
BlackRock & our Challenges
BlackRock & our Challenges
Process Solution
Technology Solution
ReleasePath - JIRA
Family of exchange-traded funds
(ETFs)
We’re the world’s largest Asset Management firm with
over 4.77 trillion dollars under management
End-to-end investment platform
Investment and Risk Management:
Delivering unbiased advice and
customized solutions
Technology Alignment to Business
Product Group A Product Group B … X.Y.Z Development Services
Product Group Owner
Team Owners
Teams & Developers
Business Group A Business Group B … X.Y.Z
Finance Gurus
Low Risk
High Risk
Medium Risk
Aladdin at BlackRock
Client A Client B Client C Client D … Client Z
Development &
Testing
Environments
500 Wkly Deployments
81 M Lines of Code
4k Technical Staff
By the
numbers
65 Distinct Clients
DOG FOOD, eat it
Leverage and integrate existing
BlackRock technologies
Holistic SDLC
WAgilefall
Idea inception to production
deployment
Support any development
methodology
Bespoke
Needs
Key Process Requirements
Multi-level reviews &
approvals
Dynamic risk-based
impact of change
One Release through
multiple deployments,
tracing the origins of
rollbacks
Transparency of
changes across
BlackRock and Clients
Volume & Change
Types
Interface with existing
process
Useable by all
Development Methods
ControlRelationships &
Dependencies
Visibility ScalabilityExtensibility
Technology Solution
Technology Solution
Process Solution
BlackRock & our Challenges
ReleasePath - JIRA
Key Technology Solution
Workflow, Issuetypes,
Screens
Subtasks, Links Dashboard, Filters,
Subscriptions,
Notifications
Flexible & Scales in
volume of issues and
users
SDK, Plugin library, APIs
ControlRelationships &
Dependencies
Visibility ScalabilityExtensibility
ReleasePath Plugin
Developed our own functionality via
Atlassian’s JIRA SDK. E.g. Voting field
Integrations
Alter JIRA Terminology
Aladdin Dashboard, Software Release
Tool validation via REST API,
ReleasePad (iOS)
With language packs, Issues became
Packets, Injected a Help Menu
Extensibility
JIRA … ReleasePath
Software Development
Life Cycle
Intelligent Voting
Talking our language
ReleasePath Technology Solution
ControlRelationships &
Dependencies
Visibility ScalabilityExtensibility
Release Packet
Parent Issue Types represents the
release concept
Deployment Packets
Subtask automation
Subtasks represent individual
deployments to given clients on
specific dates
Bob Swift’s, Clone Plus and Create on
Transition streamlines issue creation
Relationships
and
Dependencies
JIRA … ReleasePath
Type your annotation here,
the dotted line can be
moved and/or re-sized.
Type your annotation here
Release Packet Vs
Deployment Packet
Controlled Cloning
ReleasePath Technology Solution
ControlVisibilityRelationships &
Dependencies
ScalabilityExtensibility
Email Templates
Customisable emails via velocity
templates
Dashboard Publishing
PDF View
Dashboard Distribution plugin
(catWorkX) allows instant setup for
new starters
PDFView (Midori) plugin provided
scriptable templates for custom PDF
generation
Visibility
JIRA … ReleasePath
Embedded Attachments
Concise PDF Digest
ReleasePath Technology Solution
ControlScalabilityRelationships &
Dependencies
VisibilityExtensibility
Actionable Notifications
EBF Approvals via email and Jelly
scripts
Packet Templating
Speed of Delivery
A Dashboard of existing templates for
regular release, using the Clone Plus
plugin
From prototype to polished solution in
hours not days or weeks allows us to
be agile to ever evolving requirements
Scale
ReleasePath
ReleasePath Technology Solution
Scalability ControlRelationships &
Dependencies
VisibilityExtensibility
Workflow Controls
Branch workflow based on risk and
need for co-ordination or SME review
Issues Types
Appropriate Controls
Different types of releases requiring
different workflow approvals
Fast track Workflow Options for low
risk changes
Control
Plugins
Clone Plus !
Bob Swift!
Toolkit Plugin!
Atlassian!
Create on Transition!
Bob Swift!
Misc Custom Fields!
Innovalog!
Dynamic Forms!
Intenso!
nFeed !
Valiantys!
JIRA SU!
Plugin People!
Dashboard Distribution!
catWorkX!
Misc Workflow Extensions!
Innovalog!
Suite Utilities!
Beecom!
Script Runner!
Jamie Echlin!
PDF View!
Midori!
Calendar Plugin!
Atlassian!
Lots of Interfaces
Although making changes in JIRA is
quick and easy, having lots of
external dependencies increases the
Risks involved with change.
Upgrades
Version Control
API dependencies and customizations
makes JIRA upgrades are non trivial.
Metadata changes are manual and
remain comingled with JIRA issue data.
Challenges
building on
top of JIRA
ReleasePath - JIRA
ReleasePath - JIRA
Process Solution
Technology Solution
BlackRock & our Challenges
!!
Packet Approval
Packet Review
Voting Approval Tracking
ReleasePad – JIRA integration with iPad
Critical Mass
Identify enough need for the change
Support
Timing
Listen to your business and users,
they will tell you what is needed
Process is ever changing. Do what
you can when you can
Final
Thoughts
Thank you!
GABRIEL TIU • DIRECTOR • BLACKROCK JP PARAMOR• DIRECTOR • BLACKROCK

Release Management with JIRA at BlackRock

  • 1.
    Release Management with JIRAat BlackRock GABRIEL TIU • DIRECTOR • BLACKROCK JP PARAMOR • DIRECTOR • BLACKROCK
  • 2.
    Agenda BlackRock and ourChallenges Process Solution Technology Solution ReleasePath - JIRA
  • 3.
    BlackRock & ourChallenges BlackRock & our Challenges Process Solution Technology Solution ReleasePath - JIRA
  • 4.
    Family of exchange-tradedfunds (ETFs) We’re the world’s largest Asset Management firm with over 4.77 trillion dollars under management End-to-end investment platform Investment and Risk Management: Delivering unbiased advice and customized solutions
  • 5.
    Technology Alignment toBusiness Product Group A Product Group B … X.Y.Z Development Services Product Group Owner Team Owners Teams & Developers Business Group A Business Group B … X.Y.Z Finance Gurus Low Risk High Risk Medium Risk
  • 6.
    Aladdin at BlackRock ClientA Client B Client C Client D … Client Z Development & Testing Environments
  • 7.
    500 Wkly Deployments 81M Lines of Code 4k Technical Staff By the numbers 65 Distinct Clients
  • 8.
    DOG FOOD, eatit Leverage and integrate existing BlackRock technologies Holistic SDLC WAgilefall Idea inception to production deployment Support any development methodology Bespoke Needs
  • 9.
    Key Process Requirements Multi-levelreviews & approvals Dynamic risk-based impact of change One Release through multiple deployments, tracing the origins of rollbacks Transparency of changes across BlackRock and Clients Volume & Change Types Interface with existing process Useable by all Development Methods ControlRelationships & Dependencies Visibility ScalabilityExtensibility
  • 10.
    Technology Solution Technology Solution ProcessSolution BlackRock & our Challenges ReleasePath - JIRA
  • 11.
    Key Technology Solution Workflow,Issuetypes, Screens Subtasks, Links Dashboard, Filters, Subscriptions, Notifications Flexible & Scales in volume of issues and users SDK, Plugin library, APIs ControlRelationships & Dependencies Visibility ScalabilityExtensibility
  • 12.
    ReleasePath Plugin Developed ourown functionality via Atlassian’s JIRA SDK. E.g. Voting field Integrations Alter JIRA Terminology Aladdin Dashboard, Software Release Tool validation via REST API, ReleasePad (iOS) With language packs, Issues became Packets, Injected a Help Menu Extensibility
  • 13.
    JIRA … ReleasePath SoftwareDevelopment Life Cycle Intelligent Voting Talking our language
  • 14.
    ReleasePath Technology Solution ControlRelationships& Dependencies Visibility ScalabilityExtensibility
  • 15.
    Release Packet Parent IssueTypes represents the release concept Deployment Packets Subtask automation Subtasks represent individual deployments to given clients on specific dates Bob Swift’s, Clone Plus and Create on Transition streamlines issue creation Relationships and Dependencies
  • 16.
    JIRA … ReleasePath Typeyour annotation here, the dotted line can be moved and/or re-sized. Type your annotation here Release Packet Vs Deployment Packet Controlled Cloning
  • 17.
  • 18.
    Email Templates Customisable emailsvia velocity templates Dashboard Publishing PDF View Dashboard Distribution plugin (catWorkX) allows instant setup for new starters PDFView (Midori) plugin provided scriptable templates for custom PDF generation Visibility
  • 19.
    JIRA … ReleasePath EmbeddedAttachments Concise PDF Digest
  • 20.
  • 21.
    Actionable Notifications EBF Approvalsvia email and Jelly scripts Packet Templating Speed of Delivery A Dashboard of existing templates for regular release, using the Clone Plus plugin From prototype to polished solution in hours not days or weeks allows us to be agile to ever evolving requirements Scale
  • 22.
  • 23.
    ReleasePath Technology Solution ScalabilityControlRelationships & Dependencies VisibilityExtensibility
  • 24.
    Workflow Controls Branch workflowbased on risk and need for co-ordination or SME review Issues Types Appropriate Controls Different types of releases requiring different workflow approvals Fast track Workflow Options for low risk changes Control
  • 25.
    Plugins Clone Plus ! BobSwift! Toolkit Plugin! Atlassian! Create on Transition! Bob Swift! Misc Custom Fields! Innovalog! Dynamic Forms! Intenso! nFeed ! Valiantys! JIRA SU! Plugin People! Dashboard Distribution! catWorkX! Misc Workflow Extensions! Innovalog! Suite Utilities! Beecom! Script Runner! Jamie Echlin! PDF View! Midori! Calendar Plugin! Atlassian!
  • 26.
    Lots of Interfaces Althoughmaking changes in JIRA is quick and easy, having lots of external dependencies increases the Risks involved with change. Upgrades Version Control API dependencies and customizations makes JIRA upgrades are non trivial. Metadata changes are manual and remain comingled with JIRA issue data. Challenges building on top of JIRA
  • 27.
    ReleasePath - JIRA ReleasePath- JIRA Process Solution Technology Solution BlackRock & our Challenges
  • 28.
  • 29.
    Packet Approval Packet Review VotingApproval Tracking ReleasePad – JIRA integration with iPad
  • 30.
    Critical Mass Identify enoughneed for the change Support Timing Listen to your business and users, they will tell you what is needed Process is ever changing. Do what you can when you can Final Thoughts
  • 31.
    Thank you! GABRIEL TIU• DIRECTOR • BLACKROCK JP PARAMOR• DIRECTOR • BLACKROCK