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Technical Debt
Management
Mark Niebergall
About Mark Niebergall
● Developing in PHP since 2005
● Working on occupational health screening
project
● Security: SSCP, CSSLP Certified
● PHP, databases, JavaScript
● Enjoy being outdoors
Niebergall
● German
● Ancestry.com: nickname for someone who
habitually failed to repay his debts, from
Middle High German nie ‘never’ + a
derivative of vergelten ‘to repay’
The Problem - Updates
● return a + b
● return (a + b).toFixed(2)
● if ( !isNaN(parseFloat(a))
|| isFinite(a)
|| !isNaN(parseFloat(b))
|| isFinite(b)
) {
throw “Not a number”;
}
return (a + b).toFixed(2)
The Problem - Files
]$ cd /var/www/html
]$ ls
index.html
stuff.js
morestuff.js
moreawesomestuff.js
super_more_awesome_stuff.js
evenMoreSuperAwesomeAtuff.js
Do_Even_More_Super_Awesome_Stuff.js
The Problem - Database
● Table: person
● Columns: name, address, address1, city, state, zip, phone, phone2,
phone3, email, email2, address_mailing, address1_mailing, city_mailing,
state_mailing, zip_mailing, create_timestamp_string, …
● Table: thing
● Columns: name, description, image, what_it_does, hours, location, cost,
time, owner, obscure_field, ts, sd, or, qa, ei, num, + 50 more columns
The Problem - Architecture
$sql = “SELECT * FROM big_table WHERE something = “
$_POST[‘from_user’];
$result = mysql_query($sql);
$value = [
‘some_key’ => [
‘another_key’ => [‘maybe_key’ => ‘alice’, 1 => ‘super awesome’],
‘questionable’ => [‘bob’, ‘cat’ => ‘kittens’, ‘mixed’ => new stdClass]
];
Definition
● Metaphor coined by Ward Cunningham
● Explained further by Martin Fowler, others
● Consequences of poor design, architecture
● Prudent vs reckless
● Incurred knowingly and inadvertently
● Work needed to complete job properly
Sources of Technical Debt
● Time, resources, and scope creep
● Ignorance
● Misunderstanding of requirements
● Understanding of project
● Unwillingness or lack of motivation
Impact
● Increased time to deliver new features
● Increased time to maintain application
● Increased time paying off debts
● Increased code complexity
● Software brittleness
● Software bloat
Personal Finances
● Consider similarities between personal debts
and technical debts
● Personal credit score or rating
● Balanced budget
● Expenditures
● Savings
● Education and training
Positive Impacts of Debt
● Education
● Housing
● Goals
● Business
Negative Impacts of Debt
● Loss of freedom
● Hopelessness
● Depression
● Burdensome
● Stress
● Relationships with others
Stay within Budget
● Avoid excessive debt
● Minimize risk
● Stay within means
● Use available resources
● Iron Triangle: Scope, Resources, Time
Avoid Debt - Operational
● Planning
● Requirements gathering
● Analyze project
● Documentation
● Acceptance tests
Avoid Debt - Technical
● Use a framework
● Be open to new technologies
● Unit tests
● Loosely coupled code
● Code reusability
● Reduce code complexity
Avoid Debt - Technical
● Continuous integration tools
● Configuration management tools
● Code reviews and feedback
● Coding standards
● Design patterns
● General best practices
Pay off Debt
● Consistency
● Make a plan
● Set goals
● Stay inside your budget
● Pay off some debt each sprint or regular
interval
Repeating Process
● Identify debt
● Make a plan
● Take action
Taking on Debt
Four Rights
● Reason
● Time
● Terms
● Amount
Professional Development
● Participate in local user groups
● Find experienced mentors
● Attend conferences
● Read blogs
● Learn
Refactor
● Sustainability of current solution
● Large effort
● Long term benefits
● Explore available technologies
● Prevent excessive new debt
Technical Debt
● Metaphor
● Reduce your debt
● Keep learning
● Pay off debt using repeating process
References
● Ancestry.com http://www.ancestry.com/name-origin?surname=niebergall
● Ward Cunningham https://www.youtube.com/watch?v=pqeJFYwnkjE
● Martin Fowler http://martinfowler.com/bliki/TechnicalDebt.html
● David Laribee https://msdn.microsoft.com/en-us/magazine/ee819135.aspx
● Mark Noneman https://www.youtube.com/watch?v=cb5fkftdD9k
Questions?
● https://joind.in/14427

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Technical Debt Management Tips

  • 2. About Mark Niebergall ● Developing in PHP since 2005 ● Working on occupational health screening project ● Security: SSCP, CSSLP Certified ● PHP, databases, JavaScript ● Enjoy being outdoors
  • 3. Niebergall ● German ● Ancestry.com: nickname for someone who habitually failed to repay his debts, from Middle High German nie ‘never’ + a derivative of vergelten ‘to repay’
  • 4. The Problem - Updates ● return a + b ● return (a + b).toFixed(2) ● if ( !isNaN(parseFloat(a)) || isFinite(a) || !isNaN(parseFloat(b)) || isFinite(b) ) { throw “Not a number”; } return (a + b).toFixed(2)
  • 5. The Problem - Files ]$ cd /var/www/html ]$ ls index.html stuff.js morestuff.js moreawesomestuff.js super_more_awesome_stuff.js evenMoreSuperAwesomeAtuff.js Do_Even_More_Super_Awesome_Stuff.js
  • 6. The Problem - Database ● Table: person ● Columns: name, address, address1, city, state, zip, phone, phone2, phone3, email, email2, address_mailing, address1_mailing, city_mailing, state_mailing, zip_mailing, create_timestamp_string, … ● Table: thing ● Columns: name, description, image, what_it_does, hours, location, cost, time, owner, obscure_field, ts, sd, or, qa, ei, num, + 50 more columns
  • 7. The Problem - Architecture $sql = “SELECT * FROM big_table WHERE something = “ $_POST[‘from_user’]; $result = mysql_query($sql); $value = [ ‘some_key’ => [ ‘another_key’ => [‘maybe_key’ => ‘alice’, 1 => ‘super awesome’], ‘questionable’ => [‘bob’, ‘cat’ => ‘kittens’, ‘mixed’ => new stdClass] ];
  • 8. Definition ● Metaphor coined by Ward Cunningham ● Explained further by Martin Fowler, others ● Consequences of poor design, architecture ● Prudent vs reckless ● Incurred knowingly and inadvertently ● Work needed to complete job properly
  • 9. Sources of Technical Debt ● Time, resources, and scope creep ● Ignorance ● Misunderstanding of requirements ● Understanding of project ● Unwillingness or lack of motivation
  • 10. Impact ● Increased time to deliver new features ● Increased time to maintain application ● Increased time paying off debts ● Increased code complexity ● Software brittleness ● Software bloat
  • 11. Personal Finances ● Consider similarities between personal debts and technical debts ● Personal credit score or rating ● Balanced budget ● Expenditures ● Savings ● Education and training
  • 12. Positive Impacts of Debt ● Education ● Housing ● Goals ● Business
  • 13. Negative Impacts of Debt ● Loss of freedom ● Hopelessness ● Depression ● Burdensome ● Stress ● Relationships with others
  • 14. Stay within Budget ● Avoid excessive debt ● Minimize risk ● Stay within means ● Use available resources ● Iron Triangle: Scope, Resources, Time
  • 15. Avoid Debt - Operational ● Planning ● Requirements gathering ● Analyze project ● Documentation ● Acceptance tests
  • 16. Avoid Debt - Technical ● Use a framework ● Be open to new technologies ● Unit tests ● Loosely coupled code ● Code reusability ● Reduce code complexity
  • 17. Avoid Debt - Technical ● Continuous integration tools ● Configuration management tools ● Code reviews and feedback ● Coding standards ● Design patterns ● General best practices
  • 18. Pay off Debt ● Consistency ● Make a plan ● Set goals ● Stay inside your budget ● Pay off some debt each sprint or regular interval
  • 19. Repeating Process ● Identify debt ● Make a plan ● Take action
  • 20. Taking on Debt Four Rights ● Reason ● Time ● Terms ● Amount
  • 21. Professional Development ● Participate in local user groups ● Find experienced mentors ● Attend conferences ● Read blogs ● Learn
  • 22. Refactor ● Sustainability of current solution ● Large effort ● Long term benefits ● Explore available technologies ● Prevent excessive new debt
  • 23. Technical Debt ● Metaphor ● Reduce your debt ● Keep learning ● Pay off debt using repeating process
  • 24. References ● Ancestry.com http://www.ancestry.com/name-origin?surname=niebergall ● Ward Cunningham https://www.youtube.com/watch?v=pqeJFYwnkjE ● Martin Fowler http://martinfowler.com/bliki/TechnicalDebt.html ● David Laribee https://msdn.microsoft.com/en-us/magazine/ee819135.aspx ● Mark Noneman https://www.youtube.com/watch?v=cb5fkftdD9k