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10 Best Practices for Magento
Maintenance & Support
Today’s Presenters
Gene Ferriter
The Plum Tree Group
@ThePlumTreeGrp
Solution Specialist
Maria Delgado
CommerceBlend
@CommerceBlend
Marketing Specialist
Join the conversation #Magento2Webinar
Ali Hashmi
CommerceBlend
@CommerceBlend
Magento eCommerce
Consultant
Points to be addressed
1
Maintenance
is Dead
2
The New
Maintenance
Paradigm
3
The Paradigm Shift
(How to do it)
5
Reviewing
the 10 Best
Practices
6
How to Select
Your Partner
7
Free Whitepaper
For Download
4
Continuous
Delivery Model
8
Next Steps
+ Q&A
Download Your Whitepaper Now!
Shared by Express
Commerce, delve deeper
into the most important
information you can apply
from now:
The 10 best practices
your team should follow
for maintenance
MAINTENANCE IS DEAD…
“What do you mean it’s not fixed yet?? I told him
we needed that new button three weeks ago!!”
“What do you mean it’s not fixed yet?? I told him
we needed that new button three weeks ago!!”
© Jerry King webdesignerdepot.com
Maintenance is Dead…the way it is
currently practiced
“Maintenance is a chore, even a hassle.”
• Reactive instead of proactive
• Working in a Silo approach
–Assigned to the ‘B Team’
–Lack of familiarity with project history
–Lack of communications with PM, Account Manager or original Dev team
–Not integrated with marketing, BA or other departments
• Interruptions in service or features
• Random approach with no guiding methodology
“What do you mean it’s not fixed yet?? I told him
we needed that new button three weeks ago!!”
“Maintenance reframed becomes
an opportunity.”
•Proactive instead of reactive
•Integrated approach – teams working in concert
•Continuous Delivery model
•Adherence to Best Practices methodology
The New Maintenance Paradigm
Traditional Paradigm
New Paradigm
Product Quality
TimetoMarket
The New Maintenance Paradigm
Risk/
cost
Risk/
cost
Time Time
v1.0
Release
v2.0
Release
v1.0
Continuous Releases
main·te·nance
mānt(ə)nəns,ˈmān(t)nəns/
noun
1. the process of maintaining or
preserving someone or something,
or the state of being maintained
cul·ti·vate
ˈkəltəˌvāt/
verb
1. to grow and care for
2. to grow or raise (something) under
conditions that you can control
Maintenance: your website is a static thing
Cultivation: your website is a living entity
Don’t maintain your website any longer.
Maintenance is dead!
Cultivate your website. It is alive!
WILL THIS COST A LOT MORE?
Traditional Maintenance Costs
Conservative
Estimate:
Year 1: 35%
Year 2: 30%
Year 3: 25%
Year 4: 30%
Year 5: 35%
“What I have experienced is
about 35% of the development
cost will be spent during the
first year of maintenance, 30%
in second year, 25% in 3rd year.
After 3 years, the cost again
goes up by 5 to 10% every year.
Hence, total reengineering of
application may be required
after 5 or 6 years.”
–Ravi Mari, Experienced Developer
Maintenance Costs
Less Optimistic
Estimate:
Year 1: 60%
Year 2: 60%
Year 3: 60%, etc.
Source: Frequently Forgotten
Fundamental Facts about
Software Engineering, by
Robert L. Glass
The "60/60" rule
of software:
Maintenance = 60% average of
software costs
Enhancements = 60% of
software maintenance costs
Error correction = 17% of
software maintenance costs.
Don’t spend all of the money inevitably
spent on Maintenance just to fix problems
and maintain the status quo.
Instead, be nimble, forward thinking,
innovative, and proactive. Use the same
money to cultivate your website based on
real insights from testing, data and
integrated efforts. Make your online
business GROW!
HOW DO WE DO THIS?
HOW DO WE MAKE THE
PARADIGM SHIFT?
It Starts With A Shift in Company Culture
•There is life beyond silos
•Break down the walls and collaborate
•Develop integrative solutions between departments
•Test different approaches and use the analytics for
insights on how to cultivate your website, not just
maintain it
The Right Tools
THE RIGHT PROCESS:
CONTINUOUS DELIVERY MODEL
What is a Continuous Delivery Model?
What is a Continuous Delivery Model?
Software
Engineering
Approach? Practices?
Ability?
What is a Continuous Delivery Model?
Continuous delivery is
a discipline that allows
online merchants,
among other things,
to gain efficiency for
their maintenance
processes while
improving the quality
of their products and
services.
How? - Assessing A
Continuous Delivery Model
Assessing the Paradigm Shift
1. Make sure you
have the resources
you’ll need to
execute this project
(people + mindset +
tangible assets)
2. Assume a
proactive attitude.
Identify problems
before they show
up.
3. Structure and
design a model
that works best
for your needs.
Assessing the Paradigm Shift
1. Make sure you
have the resources
you’ll need to
execute this project
(people + mindset +
tangible assets)
Assessing the Paradigm Shift
Barriers to Continuous Delivery
Organizational Culture
Lack of Dev+Ops Integration
Technical Hurdles
Lack of Understanding
Business Readiness
0% 10% 20% 30% 40% 50%
How to do the Cultural Shift
• Get your executive board buy-in.
• Make sure that your organization’s
organizational structure encourages
its staff to be proactive and
collaborative
– Flat structure rather than hierarchical.
– A team’s responsibility rather than
individual auditing.
– More flexibility and autonomy, less
bureaucracy.
• Create, communicate and live brand’s
values → Promote innovation
• Coordinate your team, technological
and content resources accordingly.
• Execute
• Optimize
How to do the Cultural Shift (examples)
Assessing the Paradigm Shift
2. Assume a
proactive attitude.
Identify problems
before they show
up.
Assume a Proactive Attitude (examples)
Assessing the Paradigm Shift
3. Structure and
design a model
that works best
for your needs.
Structure and Design a Model
“We use continuous delivery, so
every developer is accountable for
their own code. As a result, the effort
of each developer is aligned to the
goals of the company, and that
keeps us lean, focused and fast.”
–Mario Cruz, CTO, Choose Digital
“By itself, the simplified user
management justified the cost.
When combined with the responsive,
expert support, the ROI has far
exceeded our expectations”
–Brenton Witkowski, Acxiom
When should you assess a continuous
delivery model?
• Business Owners → When thinking about
your business plan, the market you’ll be
targeting and the industry you’ll be
competing on.
• eCommerce Managers → When an
iterative process that affects user
experience or web services is becoming
unwieldy due to increasing project
complexity.
• CMO (chief marketing officer) → When
tracking how their current industry or
maket might change, evolve or suffer a
breakdown due to innovation.
When should you assess a continuous
delivery model?
VS.
How a continuous delivery model might be
a game changer for your company
• Low Risk Releases
• Faster time to market
• Higher quality
• Lower Costs
• User Feedback
• Happier Teams.
However, take into account…
• Customer preferences
• Domain restrictions
• Lack of test automation
• Differences in environments
REVIEWING THE 10 BEST PRACTICES
Keep Your Magento
Install Clean
• Error Log Checking
• Archive, purge the serverand
database logs
• Clean out images no longer
used
• Monitor logged exceptions
• Review 404 error logs. Set up
redirects
Optimize Your
Database
• Back up your database
periodically.
• Schedule backups during
off-peak hours
• Test to ensure you have a
robust backup
• Keep 3rd party application
database separate
• Set up cron job for reindex
Keep Your Magento
Up To Date
Updated Security Patches
=Less Vulnerability
Keep Your
Extensions Updated
Risk Assessment
Proactive Updates
Make Sure Your Staging
Site is Updated
Use the Staging Site to test the
functionality of the store before
any update is published to the real
audience (shipping, product
content, new payment)
Test any design/coding change in
the Staging Store to avoid software
defects, incompatibilities or
extension conflicts.
It is strongly recommended to
have a robust staging version of
the website to match the
production as closely as possible.
Application Load
Testing Performance
• Alter the resources allocated
to the server and perform data
snapshots in between tests to
ensure the consistency within
the site.
• Add artificial traffic to the
checkout and particular product
pages to check the development
and strength of the site.
• Produce reports in response
times and infrastructure
performance.
LoadRunner
24/7 Server Monitoring
• Use a server monitoring tool to make sure your
site is always working and to identify potential
issues on time.
• Some advanced site monitoring tools like New
Relic, provide web application alerts to always
keep you informed with important changes or
updates.
• Evaluate how the set is performing for you and
your users according to an industry-standard
measurement.
• Tools: New Relic, Ruxit, Shoppimon
Features
to take into
consideration:
• Code Segments
• Key Transactions
• SQL Statements
Set A Release
Deployment Process
• Routine site deployments should
be included in a strong process
plan.
• Ask your team to keep track of
the code version control process
(e.g. SVN/GIT).
• Test your system in your
development environment and
pull all customs code in source
control.
Ensure Site Security
• Use the latest Magento version, it
usually includes solutions to prior
security conflicts.
• Use a two-factor authentication
extension that provides an extra layer
of security.
• Run scheduled patches provided by
your hosting company
• Run periodic site audits to identify
potential threats (ideally every 6
months)
• Secure your data by using a SFTP
(Secured File Transfer Protocol)
• Recommended Tools: Rublon,
Extendware
Have An
Emergency Contact
• Make sure you have a contact
on the support team.
• Outsourced maintenance?
Work with an account or
project manager.
HOW TO SELECT YOUR
PARTNER ON THIS
ASK THE RIGHT QUESTIONS
Who Are You?
Ask for the company’s background, team,
location and primary focus
ASK THE RIGHT QUESTIONS
Are You Experienced?
Make sure the company has experience with
Magento and complex projects
ASK THE RIGHT QUESTIONS
Communication Breakdown
Try to gain insights in regards to ticketing system, expected response
times, hours of availability, account managers at your disposal, etc
ASK THE RIGHT QUESTIONS
Maintenance Philosophy
Try to figure out if maintenance is a core priority
or more of an auxiliary service
ASK THE RIGHT QUESTIONS
Methodology and Costs
What every client wants to know:
pricing and cost / benefit relation
ASK THE RIGHT QUESTIONS
After the Work is Done
Ask for warranty policy, training options, site
monitoring, testing and follow ups
ADDITIONAL RESOURCE
Download Your Whitepaper Now!
Shared by Express
Commerce, delve deeper
into the most important
information you can apply
from now:
The 10 best practices
your team should follow
for maintenance
UP NEXT…
Be sure to join us for the next webinar in the series:
B2B Commerce with
SAP & Magento
Organized by Insync, Commerceblend
and Plum Tree Group
This webinar will feature informationabout:
• B2B Digital Commerce Trends
• Assessing your needs / How to create a MoSCoW list
• InSync Magento / SAP Business Connector
• Featured Case Study
Time for Q&A
commerceblend.com
plumtreegroup.net
insync.co.in
phase3commerce.com
Download for free here

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10 Best Practices for Magento Maintenance and Support

  • 1. 10 Best Practices for Magento Maintenance & Support
  • 2. Today’s Presenters Gene Ferriter The Plum Tree Group @ThePlumTreeGrp Solution Specialist Maria Delgado CommerceBlend @CommerceBlend Marketing Specialist Join the conversation #Magento2Webinar Ali Hashmi CommerceBlend @CommerceBlend Magento eCommerce Consultant
  • 3. Points to be addressed 1 Maintenance is Dead 2 The New Maintenance Paradigm 3 The Paradigm Shift (How to do it) 5 Reviewing the 10 Best Practices 6 How to Select Your Partner 7 Free Whitepaper For Download 4 Continuous Delivery Model 8 Next Steps + Q&A
  • 4. Download Your Whitepaper Now! Shared by Express Commerce, delve deeper into the most important information you can apply from now: The 10 best practices your team should follow for maintenance
  • 6. “What do you mean it’s not fixed yet?? I told him we needed that new button three weeks ago!!”
  • 7. “What do you mean it’s not fixed yet?? I told him we needed that new button three weeks ago!!” © Jerry King webdesignerdepot.com
  • 8. Maintenance is Dead…the way it is currently practiced “Maintenance is a chore, even a hassle.” • Reactive instead of proactive • Working in a Silo approach –Assigned to the ‘B Team’ –Lack of familiarity with project history –Lack of communications with PM, Account Manager or original Dev team –Not integrated with marketing, BA or other departments • Interruptions in service or features • Random approach with no guiding methodology
  • 9. “What do you mean it’s not fixed yet?? I told him we needed that new button three weeks ago!!”
  • 10. “Maintenance reframed becomes an opportunity.” •Proactive instead of reactive •Integrated approach – teams working in concert •Continuous Delivery model •Adherence to Best Practices methodology
  • 11. The New Maintenance Paradigm Traditional Paradigm New Paradigm Product Quality TimetoMarket
  • 12. The New Maintenance Paradigm Risk/ cost Risk/ cost Time Time v1.0 Release v2.0 Release v1.0 Continuous Releases
  • 13. main·te·nance mānt(ə)nəns,ˈmān(t)nəns/ noun 1. the process of maintaining or preserving someone or something, or the state of being maintained
  • 14. cul·ti·vate ˈkəltəˌvāt/ verb 1. to grow and care for 2. to grow or raise (something) under conditions that you can control
  • 15. Maintenance: your website is a static thing Cultivation: your website is a living entity Don’t maintain your website any longer. Maintenance is dead! Cultivate your website. It is alive!
  • 16. WILL THIS COST A LOT MORE?
  • 17. Traditional Maintenance Costs Conservative Estimate: Year 1: 35% Year 2: 30% Year 3: 25% Year 4: 30% Year 5: 35% “What I have experienced is about 35% of the development cost will be spent during the first year of maintenance, 30% in second year, 25% in 3rd year. After 3 years, the cost again goes up by 5 to 10% every year. Hence, total reengineering of application may be required after 5 or 6 years.” –Ravi Mari, Experienced Developer
  • 18. Maintenance Costs Less Optimistic Estimate: Year 1: 60% Year 2: 60% Year 3: 60%, etc. Source: Frequently Forgotten Fundamental Facts about Software Engineering, by Robert L. Glass The "60/60" rule of software: Maintenance = 60% average of software costs Enhancements = 60% of software maintenance costs Error correction = 17% of software maintenance costs.
  • 19. Don’t spend all of the money inevitably spent on Maintenance just to fix problems and maintain the status quo. Instead, be nimble, forward thinking, innovative, and proactive. Use the same money to cultivate your website based on real insights from testing, data and integrated efforts. Make your online business GROW!
  • 20. HOW DO WE DO THIS? HOW DO WE MAKE THE PARADIGM SHIFT?
  • 21. It Starts With A Shift in Company Culture •There is life beyond silos •Break down the walls and collaborate •Develop integrative solutions between departments •Test different approaches and use the analytics for insights on how to cultivate your website, not just maintain it
  • 24. What is a Continuous Delivery Model?
  • 25. What is a Continuous Delivery Model? Software Engineering Approach? Practices? Ability?
  • 26. What is a Continuous Delivery Model? Continuous delivery is a discipline that allows online merchants, among other things, to gain efficiency for their maintenance processes while improving the quality of their products and services.
  • 27. How? - Assessing A Continuous Delivery Model
  • 28. Assessing the Paradigm Shift 1. Make sure you have the resources you’ll need to execute this project (people + mindset + tangible assets) 2. Assume a proactive attitude. Identify problems before they show up. 3. Structure and design a model that works best for your needs.
  • 29. Assessing the Paradigm Shift 1. Make sure you have the resources you’ll need to execute this project (people + mindset + tangible assets)
  • 30. Assessing the Paradigm Shift Barriers to Continuous Delivery Organizational Culture Lack of Dev+Ops Integration Technical Hurdles Lack of Understanding Business Readiness 0% 10% 20% 30% 40% 50%
  • 31. How to do the Cultural Shift • Get your executive board buy-in. • Make sure that your organization’s organizational structure encourages its staff to be proactive and collaborative – Flat structure rather than hierarchical. – A team’s responsibility rather than individual auditing. – More flexibility and autonomy, less bureaucracy. • Create, communicate and live brand’s values → Promote innovation • Coordinate your team, technological and content resources accordingly. • Execute • Optimize
  • 32. How to do the Cultural Shift (examples)
  • 33. Assessing the Paradigm Shift 2. Assume a proactive attitude. Identify problems before they show up.
  • 34. Assume a Proactive Attitude (examples)
  • 35. Assessing the Paradigm Shift 3. Structure and design a model that works best for your needs.
  • 36. Structure and Design a Model “We use continuous delivery, so every developer is accountable for their own code. As a result, the effort of each developer is aligned to the goals of the company, and that keeps us lean, focused and fast.” –Mario Cruz, CTO, Choose Digital “By itself, the simplified user management justified the cost. When combined with the responsive, expert support, the ROI has far exceeded our expectations” –Brenton Witkowski, Acxiom
  • 37. When should you assess a continuous delivery model? • Business Owners → When thinking about your business plan, the market you’ll be targeting and the industry you’ll be competing on. • eCommerce Managers → When an iterative process that affects user experience or web services is becoming unwieldy due to increasing project complexity. • CMO (chief marketing officer) → When tracking how their current industry or maket might change, evolve or suffer a breakdown due to innovation.
  • 38. When should you assess a continuous delivery model? VS.
  • 39. How a continuous delivery model might be a game changer for your company • Low Risk Releases • Faster time to market • Higher quality • Lower Costs • User Feedback • Happier Teams.
  • 40. However, take into account… • Customer preferences • Domain restrictions • Lack of test automation • Differences in environments
  • 41. REVIEWING THE 10 BEST PRACTICES
  • 42. Keep Your Magento Install Clean • Error Log Checking • Archive, purge the serverand database logs • Clean out images no longer used • Monitor logged exceptions • Review 404 error logs. Set up redirects
  • 43. Optimize Your Database • Back up your database periodically. • Schedule backups during off-peak hours • Test to ensure you have a robust backup • Keep 3rd party application database separate • Set up cron job for reindex
  • 44. Keep Your Magento Up To Date Updated Security Patches =Less Vulnerability
  • 45. Keep Your Extensions Updated Risk Assessment Proactive Updates
  • 46. Make Sure Your Staging Site is Updated Use the Staging Site to test the functionality of the store before any update is published to the real audience (shipping, product content, new payment) Test any design/coding change in the Staging Store to avoid software defects, incompatibilities or extension conflicts. It is strongly recommended to have a robust staging version of the website to match the production as closely as possible.
  • 47. Application Load Testing Performance • Alter the resources allocated to the server and perform data snapshots in between tests to ensure the consistency within the site. • Add artificial traffic to the checkout and particular product pages to check the development and strength of the site. • Produce reports in response times and infrastructure performance. LoadRunner
  • 48. 24/7 Server Monitoring • Use a server monitoring tool to make sure your site is always working and to identify potential issues on time. • Some advanced site monitoring tools like New Relic, provide web application alerts to always keep you informed with important changes or updates. • Evaluate how the set is performing for you and your users according to an industry-standard measurement. • Tools: New Relic, Ruxit, Shoppimon Features to take into consideration: • Code Segments • Key Transactions • SQL Statements
  • 49. Set A Release Deployment Process • Routine site deployments should be included in a strong process plan. • Ask your team to keep track of the code version control process (e.g. SVN/GIT). • Test your system in your development environment and pull all customs code in source control.
  • 50. Ensure Site Security • Use the latest Magento version, it usually includes solutions to prior security conflicts. • Use a two-factor authentication extension that provides an extra layer of security. • Run scheduled patches provided by your hosting company • Run periodic site audits to identify potential threats (ideally every 6 months) • Secure your data by using a SFTP (Secured File Transfer Protocol) • Recommended Tools: Rublon, Extendware
  • 51. Have An Emergency Contact • Make sure you have a contact on the support team. • Outsourced maintenance? Work with an account or project manager.
  • 52. HOW TO SELECT YOUR PARTNER ON THIS
  • 53. ASK THE RIGHT QUESTIONS Who Are You? Ask for the company’s background, team, location and primary focus
  • 54. ASK THE RIGHT QUESTIONS Are You Experienced? Make sure the company has experience with Magento and complex projects
  • 55. ASK THE RIGHT QUESTIONS Communication Breakdown Try to gain insights in regards to ticketing system, expected response times, hours of availability, account managers at your disposal, etc
  • 56. ASK THE RIGHT QUESTIONS Maintenance Philosophy Try to figure out if maintenance is a core priority or more of an auxiliary service
  • 57. ASK THE RIGHT QUESTIONS Methodology and Costs What every client wants to know: pricing and cost / benefit relation
  • 58. ASK THE RIGHT QUESTIONS After the Work is Done Ask for warranty policy, training options, site monitoring, testing and follow ups
  • 60. Download Your Whitepaper Now! Shared by Express Commerce, delve deeper into the most important information you can apply from now: The 10 best practices your team should follow for maintenance
  • 62. Be sure to join us for the next webinar in the series: B2B Commerce with SAP & Magento Organized by Insync, Commerceblend and Plum Tree Group This webinar will feature informationabout: • B2B Digital Commerce Trends • Assessing your needs / How to create a MoSCoW list • InSync Magento / SAP Business Connector • Featured Case Study