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# High Level Code Modernization Outline
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TODO documents summary blurb with goals
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- incremental updates
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## 1. Assessment and Planning
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### Inventory
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- Catalog existing components
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- Applications
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- Services
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- Libraries
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- Dependencies
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- Frameworks
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- Tools
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- Identify existing architecture documentation.
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+ Design documents
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+ Operation procedures
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* CM procedures
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* Deployment procedures
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* Maintenance procedures
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+ Test procedures
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+ Requirements
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* Software
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* Infrastructure
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### Stakeholder Analysis
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- Identify and engage stakeholders to understand business needs and objectives.
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### Business Alignment
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- Clarify modernization drivers
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+ Cost reduction
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+ Security
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+ Scalability
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+ Feature velocity
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+ Compliance
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### Scope Definition
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- Identify the extent of modernization needed across the codebase.
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## Modernization Approach
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- Analyze potential approaches and determine the best strategy based on ROI,
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risk, and resource availability.
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+ Rehost (lift & shift)
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* Move to new infrastructure, ie. VMs -> cloud.
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+ Replatform
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* Making minimal changes to optimize applications for a new platform, ie.
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on-prem DB -> managed DB.
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+ Refactor/Re-architect
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* Rewrite or restructure to improve design, scalability, and flexibility.
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+ Replacement
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* Switching to a completely different solution or third party software.
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## 2. Analysis
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- Structure review
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+ Understand the existing codebase's architecture and dependencies.
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+ Create dependency graph of code components
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* Classes
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* Internal and external libraries
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* Interfaces
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- Debt identification
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+ Locate technical debts, outdated patterns, and obsolete technologies.
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- Impact assessment
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+ Determine areas where modernization will yield highest benefits, such as
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performance bottlenecks.
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---
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### Technical Assessment
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- Evaluate
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+ Code quality
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+ Maintainability
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+ Test coverage
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* Lines of Code
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* Requirements
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## 3. Strategy
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## 4. Execution
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The "Execution" phase is a repeatable process to incrementally update parts of
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the system.
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### 4.1 Design and Prototyping
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### 4.2 Implementation
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### 4.3 Testing and Verification
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### 4.4 Deployment
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## 5. Documentation & Training
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## 6. Ongoing Maintenance and Improvements
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Creating a high-level outline for a code modernization process involves several
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key phases, each with specific steps to ensure effective transformation and
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sustainability. Here's an organized and elegant presentation of the thought
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process and final outline:
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### 1. **Assessment and Planning**
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- **Objective Setting:** Define goals such as improving performance, reducing
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costs, or enhancing maintainability.
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- **Scope Definition:** Identify the extent of modernization needed across
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the codebase.
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- **Feasibility Analysis:** Assess technical challenges and resource
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requirements.
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### 2. **Code Analysis**
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- **Structure Review:** Understand the existing codebase's architecture and
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dependencies.
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- **Debt Identification:** Locate technical debts, outdated patterns, and
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obsolete technologies.
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- **Impact Assessment:** Determine areas where modernization will yield the
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highest benefits, such as performance bottlenecks.
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### 3. **Modernization Strategy**
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- **Technology Selection:** Choose appropriate modern tools and libraries.
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- **Refactoring Plan:** Schedule code refactoring to enhance readability and
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efficiency.
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- **Code Rewrite:** Outline components for rewriting using current best
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practices.
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### 4. **Implementation**
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- **Tooling Update:** Migrate to newer development environments and
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frameworks.
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- **Refactoring Execution:** Clean up and optimize code structure.
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- **Rewriting:** Transition legacy sections with modern approaches.
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### 5. **Testing**
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- **Test Suite Development:** Ensure comprehensive testing coverage
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post-modernization.
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- **Regression Testing:** Identify and fix introduced bugs.
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- **Security Audits:** Check for vulnerabilities in updated components.
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### 6. **Integration and Deployment**
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- **System Integration:** Ensure compatibility with existing systems and
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third-party services.
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- **Deployment Strategy:** Plan a phased rollout to manage risks effectively.
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### 7. **Monitoring and Evaluation**
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- **Performance Tracking:** Monitor metrics post-deployment to assess impact.
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- **Feedback Collection:** Gather insights from users and stakeholders to
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identify any missed issues.
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### 8. **Review and Continuous Improvement**
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- **Retrospective Analysis:** Evaluate the success of modernization efforts.
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- **Documentation Update:** Record processes, challenges, and outcomes for
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future reference.
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- **Future Planning:** Outline next steps for ongoing and future
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modernization initiatives.
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This structured approach ensures that code modernization is systematic,
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efficient, and aligned with organizational goals, fostering a culture of
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continuous improvement.
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