Forrester Infra as code TLP_April2015

A Forrester Consulting
Thought Leadership Paper
Commissioned By
Microsoft
March 2015
Infrastructure As Code:
Fueling The Fire For
Faster Application
Delivery

Table Of Contents
Executive Summary ...........................................................................................1
Companies Must Deliver Applications Faster................................................2
Infrastructure As Code Is Key To Faster Software Delivery ........................3
Challenges Of Using IaC ...................................................................................4
Key Recommendations .....................................................................................6
Appendix A: Methodology ................................................................................7
Appendix B: Survey Demographics ................................................................7
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1
Executive Summary
To achieve success in today’s digital age, enterprises must
be customer-obsessed and systematically reinvent
themselves to serve informed and empowered customers.
Leading companies rely heavily on software applications to
win, serve, and retain these customers. Software creates
better customer experiences, and delivering innovative
software faster gives companies a distinct competitive
advantage.
But faster delivery of applications is challenging for both
infrastructure and operations (i.e., Ops) professionals and
application development and delivery (i.e., Dev) teams. Both
are under pressure to increase speed without compromising
quality. To maximize their efforts, neither team can go it
alone — they must work together to find a common set of
processes and tools that help them both. This is the core of
the DevOps movement.
Treating infrastructure as code is a key element of DevOps,
and it benefits both teams. Developers become more
involved in specifying configurations, and Ops teams get
involved earlier in the development process. Whether you
are a developer or operations professional, you should
understand and share your knowledge of and experience
with infrastructure as code (IaC) with your colleagues.
In January 2015, Microsoft commissioned Forrester
Consulting to evaluate the hypothesis that IaC is indeed
core to DevOps and that adopting IaC principles helps
companies of all sizes accelerate software delivery. We
define infrastructure as code as a strategy in which the
techniques, processes, and tool sets used in software
development are leveraged to manage the deployment and
configuration of systems, applications, and middleware.
For example, a significant number of testing and
deployment defects occur when developers’ environments
defining the application and underlying infrastructure differ
from testing and production environments. Standardizing
these environment definitions, putting them under version
control, and deploying and configuring the infrastructure and
application automatically from the code in version control,
yields immediate benefits in consistency, time savings, error
rates, and auditability.
To test this hypothesis, Forrester conducted an online
survey of 300 Dev and Ops professionals in enterprise
companies around the world. Fifty percent of respondents
were already using IaC, and 50% were currently
implementing or interested in IaC. Comparing responses
from these two groups highlights that IaC offers tangible and
well-understood benefits, helps companies improve
collaboration, reduces wait times and errors, and yields
positive business outcomes.
KEY FINDINGS
Forrester’s study yielded four key findings:
› IaC removes friction from the most difficult steps in
the software delivery life cycle. Dev and Ops teams
agree: Development, testing, and configuration are the
most challenging steps in the delivery process. As these
stages are highly dependent on each other, removing
friction from them significantly improves delivery timelines.
› IaC fosters better collaboration between Dev and Ops
teams, reducing errors and increasing efficiency. Dev
and Ops teams must improve collaboration in order to
improve efficiency, reduce troubleshooting times, and
reduce errors introduced between life-cycle stages. Even
the smallest configuration error can result in long delays,
requiring both Dev and Ops teams to identify and resolve
problems, ultimately extending release times.
› Both experienced IaC users and those still in the
planning stages agree on its core benefits and how it
improves the business. Those who are already using
IaC reported improved customer satisfaction, and they are
expanding their business capabilities and maintaining a
competitive edge in the markets they serve. Those using
IaC and those considering it both called out improved
collaboration as the most important benefit they have
already experienced or anticipate from using IaC.
› Dev and Ops teams must establish common tool sets,
but that’s just the beginning. Having common scripting
languages is critical for an effective IaC implementation —
both experienced and novice users agree. But getting the
right tools in place is only one piece of the solution. Both
teams must also have properly skilled staff to work with
these common languages, and a culture of collaboration
around them.
Our research confirms that tools alone do not make IaC
work. Businesses need to ensure they have the right
people, skills, and processes in place as well if they are to
achieve the broadest range of IaC benefits.

2
Companies Must Deliver
Applications Faster
In today’s software-driven economy, companies cannot
afford to sit idly by and assume they’ll one day catch up to
their competitors. Consumers are demanding more than
ever from the businesses that serve them, and modern
businesses need to respond quickly to those demands. To
be competitive, companies must be able to quickly release
new features to market, proactively create and release
entirely new applications, and test features more carefully
than ever.
These pressures put a strain on every company’s ability to
provision, configure, and scale out the application and
infrastructure components that make up complex software
products. This is especially true for companies moving to
Agile development methodologies, where the pressure is
even greater on Ops teams to configure and provision apps
and infrastructure as quickly as development teams need to
test and release new code.
DEVELOPMENT, TESTING, AND CONFIGURATION ARE
AREAS OF GREATEST FRICTION
The modern software delivery life cycle consists of several
major stages: planning, development/testing, release,
infrastructure provisioning and configuration, application
provisioning and configuration, performance monitoring, and
ongoing management. It includes stages traditionally
included in terms such as the software development life
cycle (SDLC), application release automation, and
configuration management. We combine them together to
recognize that software delivery today spans the entire
range of Dev and Ops activities, from requirements analysis
through configuration and production operations. IaC-
aligned processes and tools add value across this entire
software delivery life cycle.
Of these stages, survey respondents indicated that they
currently have the most friction (i.e., conflicts, errors, and
misconfigurations) in development/testing and infrastructure
and application configuration (see Figure 1). Respondents
told us that these stages, in addition to introducing high
levels of friction, also introduce the greatest delays. This
means companies need a way to remove friction and delays
across all development-test-development sub cycles, and
they need faster, more reliable, and more repeatable
processes for configuring both apps and infrastructure. In
short, modern faster delivery demands better strategies for
quickly and consistently setting up development and test
environments to reduce wait times and configuration errors
between steps.
COLLABORATION CHALLENGES BETWEEN
DEVELOPERS AND IT OPS ARE THE CORE ISSUE
The top challenge holding Ops and Dev teams back from
faster delivery is a lack of collaboration between Dev and
Ops teams. This lack of collaboration is exacerbated by a
skills mismatch: Dev and Ops teams use different
languages to specify configurations, and this leads to
miscommunication, misunderstandings, and more frequent
errors, especially when development or test environments
aren’t configured to match production environments (see
Figure 2).
Every configuration error (between a developer laptop and a
testing machine, for example, or between a testing machine
and a production server) introduces delays. Someone must
resolve the error, and that usually means that both Dev and
Ops must get involved to understand what went wrong,
agree on a resolution plan, and implement it. If Dev and Ops
don’t share a common language or can’t easily test the
FIGURE 1
Development And Testing Top Points Of Friction
Base: 300 IT professionals involved with the build and release of software
Source: A commissioned study conducted by Forrester Consulting on
behalf of Microsoft, February 2015
“Where in the application release life cycle do you
have the greatest friction?”
(Rank top 3, with 1 being the area of greatest friction)
6%
6%
24%
6%
23%
34%
11%
10%
14%
24%
16%
24%
16%
23%
11%
22%
16%
11%
Release
Performance monitoring
and management
Planning
Applications provisioning
and configuration
Infrastructure provisioning
and configuration
Development/testing
Rank 1 Rank 2 Rank 3

3
impact of a configuration change before it’s implemented,
release times will suffer.
Infrastructure As Code Is Key To
Faster Software Delivery
Given these challenges, it’s clear that companies must find
ways to increase speed that don’t kill operational efficiency
or introduce new sources of confusion or delay. With limited
staff and budget constraints, the most obvious and proven
way to speed up any technology process is through
automation.
Complexity kills efficiency. If businesses can reduce the
complexity at each stage in the delivery life cycle and
implement standardized processes that are executed
automatically, speed can be increased without decreasing
operational efficiency. Automation takes confusion and
error-prone manual processes out of the delivery life-cycle
stages. We found that while IaC is relatively new to the
market, it offers clear automation benefits to Dev, Ops, and,
indeed, to the entire business.
Within our survey we targeted two audiences: those who
are currently using IaC, and those who are not yet using it
but are gearing up to do so soon. Our comparisons between
the two groups revealed many benefits of the use of IaC.
INFRASTRUCTURE AS CODE ADOPTERS REPORT
IMPROVED COLLABORATION BETWEEN DEV AND
OPS TEAMS
Both Dev and Ops teams agree on the primary benefits of
IaC. For both, the top benefit of IaC is improved
collaboration, and this means less friction. In practice, IaC
allows the Ops team to configure apps and infrastructure
repeatedly, faster, and more reliably, thus reducing errors,
and allows them to do so using languages and
methodologies familiar to developers. This, in turn, means
that Dev produces higher-quality code that can be tested
more often and released to production faster (see Figure 3).
When Dev and Ops work better together, errors go down
and release frequency goes up.
BOTH NOVICE AND EXPERIENCED
INFRASTRUCTURE-AS-CODE USERS AGREE THAT
IAC WILL ACCELERATE SOFTWARE DELIVERY
For companies new to IaC, Dev and Ops teams often come
to the table with compatible yet potentially competing
agendas. The Dev team wants to release more often, test
more often, and spend less time waiting for someone to
configure apps and infrastructure — they don’t want to
battle with Ops. Ops teams want better collaboration, too, to
FIGURE 2
Dev And Ops Challenged By Cross-Team
Collaboration
“What are your top challenges with provisioning
and configuring infrastructure?”
14%
19%
24%
25%
27%
46%
No ability to roll back
changes
No common repository for
configuration
scripts/workflows
No ability to test impact of
configuration changes
Too many configuration
errors
Lack of common skills to
build configuration scripts
Lack of collaboration
across development and
operations teams
FIGURE 3
Improved Collaboration Is A Critical Benefit
Base: 150 IT professionals who utilize IaC
“What benefits have you achieved from utilizing
infrastructure as code?”
Dev
Ops
18%
26%
26%
29%
31%
32%
55%
29%
24%
36%
33%
33%
33%
42%
More frequent testing
Easier creation/teardown of test
environments
More frequent releases
Fewer configuration errors
Faster application life cycle
overall
Faster configuration workflows
Better collaboration between
development and IT operations

4
stay in sync with their developers, and they want IaC to help
them improve operational efficiency by spinning up test
environments faster, reducing troubleshooting times,
resolving problems faster, and rolling back changes more
easily.
Thus, IaC, implemented properly, not only helps Dev and
Ops collaborate with one another better but helps each
team achieve its own goals, including increased release
frequency for Dev and efficient environment control for Ops
(see Figure 4). Both experienced and novice users agree
that IaC delivers broader business benefits as well,
including:
› Improved customer experience. Customers
increasingly interact with companies through applications,
and customer experience is now critical to competitive
success. Companies using IaC can fix problems, release
new versions, and enhance applications faster and more
reliably because IaC allows them to test new code more
frequently, configure components more reliably, and
reduce time spent waiting for someone on another team
to complete an SDLC task.
› Expanded ability to reach new markets and
customers. IaC allows Dev and Ops teams to spend less
time overall on managing features and updates for
existing applications, freeing up time to develop new apps
to reach new markets. Companies without IaC spend
more time tweaking existing applications and have less
time to be proactive with new initiatives. For example,
44% of companies surveyed that are using IaC said that
entering new product areas was a top reason for wanting
faster software delivery, compared with only 25% of
companies not using IaC.
› Higher team efficiency and output. The more a
company is able to integrate and unify its development
and operations teams, tools, and processes, the more
efficient it will be. In addition, integration of multiple teams
can free up additional Dev resources to focus on new
business initiatives. When Dev and Ops work together,
instead of at odds, they can release better quality
software more frequently.
› Increased revenue and business performance. While
Dev and Ops teams both understand the technology
benefits of IaC, our research shows that Ops users are
more aware of the impact IaC can have on business-
critical metrics such as increased revenue. Ops users
recognize the tangible benefit that better software has on
their company’s bottom line. When asked about the
positive business impacts of using IaC, 55% of Ops
respondents selected increased revenue, just slightly
behind improved user satisfaction (57%).
Challenges Of Using IaC
Infrastructure as code has incredible potential, but only
when combined with organizational change and skills
development. The most significant technical hurdle faced
during implementation of IaC is getting Dev and Ops teams
to agree on a common set of scripting languages and
making sure both teams are adequately skilled in using
those languages (see Figure 5). This is closely linked to the
need for better collaboration overall, since decisions about
which scripting languages and tools are best and how to
FIGURE 4
IaC And Non-IaC Users Agree On Benefits
*Base: 150 IT professionals who do not utilize IaC
Source: A commissioned study conducted by Forrester Consulting on behalf of Microsoft, February 2015
“Which benefits of infrastructure as code are most valuable to you in adopting infrastructure as code?”
(Select all that apply)
17%
19%
21%
22%
25%
25%
34%
41%
47%
More frequent testing
Ability to test configuration changes
before deployment
environments
Faster application life cycle overall
Non-IaC users*IaC users
Ability to roll back changes
14%
19%
22%
25%
30%
31%
31%
32%
50%
Ability to roll back changes
More frequent testingbefore deployment
environments
Faster application life cycle overall
Ability to test configuration changes
before deployment

5
share skills across teams require close communication,
cross-training, and trust between Dev and Ops.
Challenges also extend beyond tools and skills to
processes. To provide some guardrails for effective use of
IaC, companies must establish common processes across
the entire development life cycle, from coding through test,
release, configuration, and provisioning. Common tools will
only be valuable if Dev and Ops can agree on how and
when they should be used, and by whom. Indeed, our
research found a number of key organizational and
business constraints companies must overcome, including:
› Budget restrictions and organizational resistance to
change. Companies already implementing IaC find the
largest organizational challenges stem from budget
limitations, as they have no ability to hire or retrain staff,
and an overall resistance to change. Ops is more
concerned with budgeting issues than Dev. Both teams
are fairly united on the organization’s resistance to
change, and both teams are fairly skeptical about whether
the other group has the time or motivation to learn new
tools.
› Lack of expertise in-house to understand and manage
an IaC implementation. For those companies not
currently using IaC, lack of in-house expertise is the
largest technical hurdle they anticipate as they consider
IaC implementation. Nearly a third of companies in the
planning stages of IaC think this lack of internal expertise
means that they don’t understand the value of IaC well
enough.
› Lack of tools, skills, and fear of loss of control. The
Ops team is less confident in its ability to effectively use
modern cloud-style IaC languages than Dev (53% versus.
44%). IaC languages are more code-like than script-like,
so developers are more comfortable with them in general.
Ops is also more concerned with configuration control
conflicts, because they have traditionally had all control
over configurations and feel they will still be responsible
for fixing problems, regardless of who specifies
configurations.
As companies reduce their use of traditional provisioning
and configuration tools and languages in favor of newer
cloud-style design languages, it’s important to note that this
shift alone will not accelerate software delivery enough.
Process and organizational changes must also be a part of
any move to IaC.
FIGURE 5
Dev And Ops Must Overcome Scripting And Programming Language Hurdles
“Which benefits of infrastructure as code are most valuable to
you in adopting infrastructure as code?”
(Select all that apply)
Dev
Ops
Migration of existing scripts/workflows into an infrastructure-as
-code model
Retraining teams
Establishing common processes across entire life cycle
Operations’ skills with programming languages
Agreeing on configuration/scripting languages
Development's preference for specific tools/languages
20%
27%
31%
39%
37%
43%
27%
27%
36%
35%
42%
33%

6
Key Recommendations
Software drives customer experience, satisfaction, and retention, more than ever. In order to succeed today, market-
leading companies must accelerate the pace of software delivery without sacrificing quality or further burdening Dev
and Ops teams. Our research confirms that an IaC approach can help companies from any industry or geography
meet the demand and create a more collaborative, efficient, and integrated software delivery organization in the
process. IaC tools alone can’t provide the improvement most organizations need, but if these tools are used in
conjunction with collaborative processes and skills transfer, companies will see not only faster, more accurate software
delivery, but also happier customers and better business outcomes. While market understanding of the benefits of IaC
is still maturing, our research from those using IaC and planning to use it in the near future exposed some lessons for
those considering this approach:
› Focus the Ops and Dev teams on the long-term business and technical benefits of IaC. Users of IaC have
achieved better collaboration and faster configuration workflows and software delivery life cycles. They’ve been
able to release more frequently, test more often, and have fewer errors that cause friction and delays. Make sure
your team understands how these technical benefits translate into satisfied customers and the ability to enter new
markets — both of which improve your company’s business prospects.
› Build processes to allow for collaboration and minimize points of friction. An evaluation of current
provisioning and configuration processes is essential to find points of contention between the Ops and Dev
teams. Determine where there’s agreement on goals, code languages, or tools to implement IaC, and identify any
gaps. Be sure you have buy-in across both teams before implementation; shared and common methods for
provisioning and configuration will only work if your developers and operations teams feel that they have been
consulted, are confident they have the right skills, and believe their counterparts are also fully on board. Reward
automators over administrators; focus your efforts on aggressive automation and standardization, using common
tools to simplify implementation.
› Be sure to budget dollars and time for training. Both Ops and Dev teams told us they lack time and motivation
to learn the necessary skills for IaC tools, and they are skeptical that their counterparts have the right skills.
Budget time for training, encourage cross-domain knowledge sharing, and help Ops become familiar with coding
languages. In a DevOps environment, Dev teams must take on some configuration responsibility, and Ops teams
must learn the key tenets of Agile delivery, but each team will only do so if they are given time and
encouragement.
› Start small and learn as you grow. IaC is not an all-or-nothing proposition. Identify your applications that
change frequently or are the cause of too many problems or delays, along with those that aren’t tested frequently
enough because configuring test environments is too difficult or time-consuming. In the short term, stress
efficiency and speed benefits, and look for quick wins that will motivate the teams to deploy IaC more widely.
Over time, increased customer satisfaction will drive increased revenues and other business outcomes.

7
Appendix A: Methodology
In this study, Forrester conducted a global online survey of 300 IT professionals involved with the build and release of
software from enterprise organizations (1,000 employees and above) to evaluate their application development process and
tools used. Companies surveyed included a mix of 50% who were using infrastructure-as-code tools and 50% who were
interested in the tools but not yet using them. Respondents included individual IT contributors, as well as managers or higher
from a variety of industries. Respondents were offered a small incentive as a thank you for time spent on the survey. The
survey began in January 2015 and was completed in February 2015.
Appendix B: Survey Demographics
FIGURE 6
Company Size And Respondent Role
“How many employees work for your
firm/organization worldwide?”
“Which of the following most closely
describes your IT role?”
250 to 499
employees
1%
500 to 999
employees
23%
1,000 to 4,999
employees
37%
5,000 or more
employees
39%
Application
development
and/or
support
46%
Technology
infrastructure
and/or
operations
54%

8
FIGURE 7
Respondent Industry
“Which of the following best describes the industry to which your company belongs?”
6%
1%
1%
1%
1%
2%
3%
3%
3%
4%
4%
5%
5%
8%
8%
11%
13%
22%
Other
Agriculture, food, and beverage
Consumer product manufacturing
Media and leisure
Travel and hospitality
Energy, utilities, and waste management
Transportation and logistics
Education and nonprofits
Healthcare
Retail
Construction
Government
Web services
Electronics
Business or consumer services
Financial services and insurance
Manufacturing and materials
Telecommunications services

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