HTSMP Documentation – bring identity for code puzzles

This post is a part of How To Ship Maintainable Product series

Documentation is one of the most overlooked asset in a software project. We tend to assume that working software is our finish line. We don’t need any software documentation to run our business….. until something breaks or somebody else needs to change software behaviour.

Preparing documentation is also a low-priority task. If it’s ever done, developers spend little time on it and don’t pay too much attention to cross-validate it. Updating documentation is even worse.

Where is the know-how?

The best time to validate our project documentation comes after the key developer leaves the organization. If things slow down, the error rate grows, customers complain more often, etc. something is happening. This may be a symptom of missing knowledge about the system. The know-how person has left the building. Forever. The organization failed to successfully transfer his knowledge to the others.

How much to document?

If we finally figure out that we need documentation we blindly ask developers to document everything. But what is ‘everything’? Each project is different and usually requires individual approach for documentation too. Here are some areas that should be considered:

  • Technical decisions
  • Used patterns/solutions
  • Customer configuration (business rules, etc)
  • Environment configuration

Technical decisions

Technical decisions are very useful in postmortem discussions. The team can elaborate why a particular approach was taken and what alternatives were considered. It’s very good for traceability.

Used patterns/solutions

Solutions should be simple. If they are not, a bunch of (possibly adjusted for our needs) software development patterns is applied to achieve the goal. This leads to a number of unique constructions that work and nobody knows why. Probably the current solution is optimal (we would know that if we have Technical decisions document), but extending it may be difficult. That is why all this should also be documented.

Customer configuration

This is usually applicable to support/operations departments. Consultants do changes on customer site. They create custom reports, tweak business rules, change permissions or firewall rules etc. Skipping documentation, in this case, introduces an unknown state of the system installed at the customer. Next time another consultant will have troubles understanding what is where and how is this system configured.

Environment configuration

Environment configuration covers various areas: development environment, CI/CD enviromnent, DEV/TEST/UAT/PROD solution environment. The configuration of identified critial areas should also be documented.

Documentation types

Another aspect of documentation touches who is the documentation user. Here we can identify two cases:

  • technical documentation – how things work technically. Operates on details.
  • business documentation – how things work logically. Operates on abstraction.

Documentation advices

Picture vs text

Image is worth 100 words – where possible use pictures. They are easier to grasp and understand. The problem with pictures is that aftes project UI is changed it will take time to update documentation.

Give examples

It’s a good practice to provide examples on how to use API or particular functionalities. Also providing default config files is appriciated.

Use Markdown

If your documentation system allows some easy and standardized way to create documentation, use it. Documentation is much easier to maintain if it’s created in organized way. Markdown is one of the systems I find very useful and simple.

Documentation update routing

Having a maintainable software requires having documentation that is up-to-date. Introduce a repeatitable way for updating documentation.

Automate if possible

As I wrote in Automation – save your valuable time automating documentation generation will save you a lot of time.

Final words

The value of documentation is undervaluaded. Mostly because in most cases documentation takes time and we don’t see any benefits from that investment. Althrough, if you want to have maintainable software, up-to-date documentation is a must.

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