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EasyVista | March 05, 2024

A Guide to Successful IT Release Management

Release Management is a critical component of IT Service Management (ITSM) that helps organizations plan and control the deployment changes into their IT environments (for both software and hardware). Effective release management ensures that changes are introduced smoothly while minimizing disruptions to the business. This article will explore what release management is, the key components, processes, and best practices associated with ITSM release management. 

Understanding Release Management: What is it? 

Release Management is the process of planning, scheduling, testing, and deploying new or updated IT services, applications, and infrastructure components. It serves to minimize risk, ensure product quality, maintain IT compliance, and maximize the value to the business. It does so by reducing the risk of disruptions, security breaches, and errors during the release of changes; thoroughly testing quality standards; introducing new features and improvements to key stakeholders; and ensuring that product changes align with regulatory requirements and organizational policies. Release management typically includes the following release activities: 

  • Configuration Management 
  • Release and Deployment Management 
  • Designing 
  • Planning 
  • Rollout Planning 
  • Testing Communication

Components of Release Management 

To successfully release new updates to an IT service or application, a lot of time and energy needs to go into each step of the process below. Why? Because the main goal of release management is to deploy changes into the production IT environment while causing minimal (or no) disruption to the current environment. Release management is aimed at supporting the change management process to be more proactive and predictable—essential for managing the increased volume of changes within a technology company.  

  1. Release Planning
  • Clearly define the objectives and scope of the release 
  • Identify potential risks and develop mitigation strategies 
  • Allocate resources required for the release 
  • Create a release schedule with milestones and deadlines 
  1. Release Build and Test
  • Code, configure, and build the changes according to the release plan 
  • Thoroughly test the release components, including functional, regression, and performance testing 
  • Ensure that the release meets quality and security standards 
  1. Deployment
  • Carefully plan the deployment schedule, considering maintenance windows and business requirements 
  • Develop a rollback plan in case unexpected issues arise during deployment 
  • Keep stakeholders informed about the deployment progress and potential disruptions 
  1. Post-Release Evaluation
  • Conduct a post-release review to assess the success of the deployment against objectives 
  • Gather feedback from end-users and stakeholders 
  • Update documentation, including user guides and support materials 

7 Best Practices for Release Management 

To deem your product release a success by having it deployed on time, within budget, without an impact on current users (i.e., it doesn’t prevent them from doing what they’re already using the product for – in other words, it doesn’t crash), and it satisfies the needs of new users, follow these best practices: 

  1. Implement automation for repetitive tasks, such as testing and deployment, to reduce errors and save time 
  2. Establish a robust change control process to assess and approve changes before they enter the release pipeline 
  3. Use version control systems to track changes to code and configuration files, ensuring that changes are traceable and reversible 
  4. Maintain separate testing environments that mirror production as closely as possible to identify issues before deployment 
  5. Foster collaboration among development, operations, and business teams to ensure everyone is aligned with release objectives 
  6. Maintain detailed documentation for each release, including release notes and rollback procedures 
  7. Analyze release processes and seek opportunities for improvement

The Release Manager 

Just because a process is automated doesn’t mean it doesn’t need human oversight for certain tasks and decisions. Exactly why a release management process needs a manager to control any associated risks with the releases. Their role includes scheduling and managing releases across the company for multiple applications; building the IT release calendar; managing risks and resolving issues that affect release scope and schedule of the releases; conducting readiness reviews; and participating in CAB meetings to discuss release scope and roadblocks. 

The 3 biggest challenges managers face are: 

  • Lack of visibility – As someone not directly in the department, it can be difficult to know the entire situation for the stakeholders’ work and the problem they want you to solve as the release manager. To help alleviate this, have a diligent start-up phase where you’re able to obtain all necessary and relevant information to the project (e.g., customer feedback, previous updates that didn’t work). 
  • Governance and regulation – Using ITSM solutions with built in compliance can help catch these issues 
  • Ensuring every step was followed to produce the desired result – By having a well-developed and thorough release planning phase, you can rid yourself of unsatisfactory end results. Gather what you need before you start so you don’t get to the end of a release and realize what you built doesn’t fit the end users’ needs.

3 Challenges in Release Management 

Release management is a process that’s only getting more complicated. Every day new web applications, software, hardware, and other configuration items are added to the mix of things to consider when designing and publishing a new release. This doesn’t mean implementing successful releases is impossible or out of the question, it just means more time and awareness needs to go into the creation process to ensure everything will run smoothly when a project begins. Below are the biggest challenges release processes will face: 

  • Limited resources can hinder the efficiency of the release process 
  • Managing releases in complex IT environments with interconnected systems can be challenging 
  • Finding the right balance between rapid releases and maintaining system stability can be tricky 

Effective ITSM release management is essential for organizations looking to deliver value to their customers while also minimizing risks and disruptions from their IT. By implementing robust processes, automation, and best practices, organizations can ensure that their releases are successful and aligned with business objectives. Remember that release management is an iterative process which requires continuous improvement to maintain success. 

Release Management FAQs 

What is a release policy? 

A release policy is a set of rules (i.e., structure) for deploying releases (product updates) into the live environment (i.e., what the end user sees on their device).  

What is a release? 

A release is a set of changes and updates to a software that adds to or updates the functionality of the product.  

What is a rollback plan? 

A rollback plan is a set of documentation on previous software versions to restore the product to a stable system. It is used if a new software update or process overhaul goes wrong or if the updated changes must be removed from the live product. 

Why does documentation matter in release management? 

In release management, documentation keeps teams aligned and efficient on what needs to be done and how to meet deadlines. Documentation also makes it easy for any developer within the organization to jump into the process of updating the software release—streamlining the process of task management. 

What’s the difference between change management and release management in ITIL? 

Change management refers to the way people go about changing processes and tools, while release management specifically refers to the processes for delivering features and services to production. 

Interested in even more ITSM technology to improve your business? EasyVista’s 2024.1 product launch includes digital accessibility, discovery and dependency mapping (DDM), and enhanced AI capabilities updates. These updates will help customers gain a 360-degree view of their IT landscape, automate asset and configuration management, and use AI (EV Pepper AI) to provide realistic value for specific use cases. EasyVista is always looking for ways to build better end-to-end IT solutions to empower our customers like you. 

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EasyVista is a global software provider of intelligent solutions for enterprise service management, remote support, and self-healing technologies. Leveraging the power of ITSM, Self-Help, AI, background systems management, and IT process automation, EasyVista makes it easy for companies to embrace a customer-focused, proactive, and predictive approach to their service and support delivery. Today, EasyVista helps over 3,000+ enterprises around the world to accelerate digital transformation, empowering leaders to improve employee productivity, reduce operating costs, and increase employee and customer satisfaction across financial services, healthcare, education, manufacturing, and other industries.