Constructing a Configuration Management Best Practice


The common CM practices include:

·         Change control: for managing various important baselines

·         Problem management: for tracking defect/issues to closure

·         Version control: for checkout/checkin of code

·         Build management: for build/compile of code into deliverables (this may include continuous build)

·         Branching/merging: for parallel development (project, bug fix, special, patch, etc.)

·         Release: for installation of deliverables into production

·         Audit: to verify or validate items are on baseline and that people are following practices

·         Reporting: for CM status reporting

·         Planning: for constructing and executing on a configuration management plan

Before embarking on a practice initiative, it is important to determine the perceived value of the practices and prioritize the work from there.

In conclusion, practices are a great way to introduce organizations to processes that are important for success. However, to establish a practice for the greatest chance of adoption, certain components of a practice need to be included (aka, the practice package). Looking across an organization to harvest practices is a good way to start. Ensure that SMEs collaboratively build out the practice with the necessary components and consider piloting the practice in key areas to seek improvements. Then, a broader rollout of the practice may commence. If a number of folks are using the practice, it may then be consider a best practice. 


About the author

Mario  Moreira's picture Mario Moreira

Mario Moreira is a Columnist for the CM Journal, a writer for the Agile Journal, an Author, an Agile and CM expert for CA, and has worked in the CM field since 1986 and in the Agile field since 1998. He has experience with numerous CM technologies and processes and has implemented CM on over 150 applications/products, which include establishing global SCM infrastructures. He is a certified ScrumMaster in the Agile arena having implemented Scrum and XP practices. He holds an MA in Mass Communication with an emphasis on communication technologies. Mario also brings years of Project Management, Software Quality Assurance, Requirement Management, facilitation, and team building skills and experience. Mario is the author of a new book entitled “Adapting Configuration Management for Agile Teams” (via Wiley Publishing). It provides an Agile Primer and a CM Primer, and how to adapt CM practices for Agile Teams. Mario is also the author of the CM book entitled, “Software Configuration Management Implementation Roadmap.” It includes step-by-step guidance for implementing SCM at the organization, application, and project level with numerous examples. Also consider visiting Mario’s blog on CM for Agile and Agile adoption at

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