A deployment checklist for software, ensures a successful initial rollout by mitigating issues and mistakes.
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A software deployment checklist is a helpful tool for ensuring that all of the steps, processes, and activities of a software system or update are done without issues and mistakes. The most common activities related to software development include:
Most IT organizations and software developers will experience software deployment. It is both scary and exciting at the same time. You are not sure what is going to happen once your software is introduced to the public. It will be the first time for everybody in your team to deal with user feedback or complaints, if any. A deployment checklist for software can make you less anxious, knowing your team has done all the needed steps to make the deployment successful.
Software deployment is the process of running software on a server or device. A software update may be deployed to a testing machine, a test server, or the public. The software might also be deployed a few times throughout the development process to make sure that it is working properly and without errors. Software deployment could also be when a user installs your mobile app on their phone.
Your team must develop your software deployment process based on best practices or according to your organization’s objectives. You must create a checklist that covers these three phases in the software deployment process:
Software deployment is one of the most crucial steps in the software development process. Deployment is when apps, modules, patches, and updates, are delivered to users.
A software deployment checklist template will have a significant effect on how your team can adapt to the changes in user preferences. If your team is well-organized throughout the process of building, testing, and deploying your software, you can respond quickly to your customers. The result would be better customer satisfaction and more sales or installs.
Keeping changes to a minimum helps ensure a successful software deployment.
The lesser the changes, the smaller the chances of failure. You must do all you can to avoid last-minute errors because they can have a significant impact on the performance of your software.
A checklist can help you prevent these errors. Here are some of the things you must consider as high-priority as you create your checklist:
Make the deployment schedule clear to everyone in the development and operations team. The responsibility of both departments must be clear. Specify what each team will need to do in case of infrastructure changes and other issues.
What if your software encounters too many issues when it goes live? It is smart to have a rollback plan in place. Make sure that you can revert your software to the previous state without any problem. Sometimes a rollback can cause even more problems if you are not careful.
Letting stakeholders know when you release the software can have a massive impact on the success of the software. However, this part can easily be overlooked without a checklist. Informing stakeholders about the schedule of the release can avoid confusion.
There are different kinds of software deployment. So, make sure your team knows exactly which one you are planning to execute. Are you planning to roll it out in batches? Will your users need to uninstall and then reinstall for the update to take effect?
All systems must already be in place before the schedule of the deployment. If last-minute changes are necessary, don’t forget to inform your team. And only make the necessary changes. If you need to make a significant change, it might be best to reschedule to have enough time to make the change. It is better to get the job done properly than to make haste to meet the schedule.
Automation tools can help minimize human error. Various automation tools can make software deployment quick, easy, and error-free. Automation tools can help you control how much you want to deploy and make the repetitive tasks done quicker. Automation can also be helpful in case you need to perform a rollback. Using an automation tool can prevent the loss of code.
Continuous deployment is the process of releasing software with the use of automated testing to validate the changes to a code. It ensures that the code is correct and stable and deploys the update automatically. The advantage of continuous deployment is that it is quicker and easier to roll back than if you release everything in one go.
Even though there are automation tools you can use for software deployment, errors still can occur. Keep a wary eye while the deployment is going on. In case there are issues, be ready to fix the codes or scripts if necessary. You might also need your rollback plan in case this happens.
Make sure all systems are working correctly by doing several tests. Your checklist must include items for user experience testing, functionality testing, performance testing, security testing, and compatibility testing. These are the necessary tests that will allow you to gather statistical and analytical data about your software’s performance.
Categorize errors so that you can prioritize and test them according to importance. Test the most urgent fixes first before deploying them in the live environment. Repeat the process until the deployment is complete.
To determine whether your software deployment was a success, you need to define your key performance indicators or KPIs. Some examples of KPIs for software deployment are:
When errors occur during the deployment, you can find out what went wrong by looking at error log files. Take note of the volume of errors. Any substantial changes in the number of mistakes could mean bad news. Analyze the relevant files and troubleshoot the problem right away.
There is bug-tracking software you can use to handle the errors. These tools can make it easier for your team to find, report, and fix bugs in your software. These are valuable tools because they can help your organization save money by fixing errors quickly.
With a digital knowledge transfer plan checklist, you can easily document and carry out the information via tablet or smartphone - online or offline. With the desktop software, you create the relevant content and then evaluate the collected data. Take advantage of the other benefits for your daily work: