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Solutions Architect's Handbook
Solutions Architect's Handbook

Solutions Architect's Handbook: Kick-start your solutions architect career by learning architecture design principles and strategies

By Saurabh Shrivastava , Neelanjali Srivastav
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Book Mar 2020 490 pages 1st Edition
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Solutions Architect's Handbook

Solution Architects in an Organization

A solution architect understands the needs and goals of an organization. Often, solution architects work for the organization as part of a team. All stakeholders, processes, teams, and organization management affect solution architect roles and their work. In this chapter, you will learn and understand the solution architect role and how solution architects fit within the organization. Following that, you will learn about the various types of solution architect and how they coexist in an organization. You may need a generalist solution architect and other specialist solution architects, depending on your project's complexity.

This chapter will provide details on the solution architect's responsibility and how it can impact an organization's success. A solution architect wears multiple hats and business executives heavily depend on their experience and decision-making to understand their technical vision.

The solution-and-software development methodology has evolved over the last few decades, from waterfall to agile, which a solution architect needs to adopt. This chapter will provide details about the Agile methodology and the iterative approach that a solution architect should take for the continuous improvement of solution delivery. Overall, agile thinking is very important for a solution architect.

In addition to solution design, solution architects need to handle various constraints to evaluate risk and plan risk mitigation. Also, quality management plays a significant role, which shouldn't be overlooked. The solution architect plays an essential role throughout the solution's life cycle (from requirement collection, solution design, and solution implementation to testing and launch).

A solution architect needs to engage regularly post-launch to ensure the scalability, high availability, and maintainability of the solution. For broader consumer products, the solution architect also needs to work with the sales team as a technology evangelist of the product through content publishing and public speaking in various forums.

In this chapter, you will learn about the following topics:

  • Types of solution architect role
  • Solution architect responsibilities
  • Solution architects in an agile organization

Types of solution architect role

In the previous chapter, you learned about solution architecture and how various stakeholders impact solution strategies. Now, let's understand the solution architect's role. The software solution can develop without a solution architect, depending on the project's size, but for a large project, it is a requirement to have a dedicated solution architect. The success and failure of the plan depends on the solution architect.

There is always a need for someone who can make architectural decisions for the team and drive team collaboration with stakeholders. Sometimes, it is required to have multiple solution architects in the team, depending on the size of the project.

The different types of solution architect are depicted in the following diagram, showing how they have different self-differentiating responsibilities in the organization:

Types of solution architect

As shown in the preceding diagram, an organization can have multiple types of solution architect. Solution architects can be categorized as generalists or specialists. Generalist solution architects have the breadth that comes from multiple technical domains. Specialist solution architects have very in-depth knowledge in their area of expertise, such as big data, security, or networking. A generalist solution architect needs to collaborate with a specialist solution architect, to align with the project's requirements and complexity.

The role of a solution architect varies from organization to organization and you may encounter a variety of job titles related to solution architect, the most common being generalist solution architect roles. Their focuses are as follows:

  • Enterprise solution architect:
    • Organization strategy
    • Business architecture
  • Solution architect:
    • Solution design
    • Solution integration
  • Technical architect:
    • Software design
    • Software development
  • Cloud architect:
    • Cloud strategy
    • Cloud migration
  • Architect evangelist:
    • Platform adoption
    • Technical content

There may be other titles (such as application architect and software architect); however, this depends on the organization's structure.

Specialist solution architect roles are as follows:

  • Infrastructure architect:
    • IT infrastructure design
    • Software standardization and patching
  • Network architect:
    • Network design
    • IT network strategy and latency
  • Data architect:
    • Data engineering and analysis
    • Data science and data intelligence
  • Security architect:
    • Cyber security
    • IT compliance
  • DevOps architect:
    • IT automation
    • Continuous integration and continuous deployment (CI/CD)

There may be other types of specialist solution architect, such as migration architect and storage architect. This, again, depends on the organization's structure. As per the project and organizational complexity, a solution architect can take on multiple roles or different solution architects can have overlapping responsibilities. You will learn more about each architect role in the subsequent sections.

Enterprise solution architect

Do you ever think about how products launch in the information technology industry? This is where the enterprise solution role comes into the picture – they define best practices, culture, and suitable technologies. An enterprise architect works closely with stakeholders, subject matter experts, and management to identify organizational strategies for information technology and make sure that their knowledge aligns with company business rules.

Enterprise architects handle solution design across the organization; they create long-term plans and solutions with stockholders and leadership. One of the most important aspects is to finalize which technologies should be used by the company and making sure the company is using these technologies with consistency and integrity.

Another important aspect of the enterprise architect is defining the business architecture. In some organizations, you may see a business architect as the job title. Business architecture fills the gap between organizational strategy and its successful execution. It helps convert a map strategy into executable action items and takes this to a tactical level for implementation.

Overall, enterprise architects are more aligned with company visions and responsibilities when it comes to defining organization-wide standards for the successful implementation of the business' vision.

Solution architect

In general, this book explores the role of a solution architect in a more generic way. Still, you often see solution architects with different titles, as per the organization's structure, for example, enterprise solution architect, software architect, or technical architect. In this section, you will find some distinct attributes related to the various titles. However, the responsibilities of the solution architect overlap, depending on an organization's structure.

If you wish to know how a solution should be organized and delivered, then a solution architect plays an essential role in this context. A solution architect designs the overall system and how different systems integrate across different groups. A solution architect defines the expected outcome by working with business stakeholders and providing a clear understanding of the delivery objective on the part of the technical team.

The solution architect connects the dots across the organization and ensures consistency within different teams to avoid any last-minute surprises. The solution architect engages throughout the project life cycle and also defines monitoring and alerting mechanisms to ensure smooth operations after a product's launch. The solution architect also plays an essential role in project management by providing advice regarding resource, cost, and timeline estimation.

Overall, the solution architect gets to engage on a more tactical level compared to the enterprise architect. Sometimes, the solution architect takes on the role of an enterprise architect if a more strategic involvement is required.

Technical architect

A technical architect can also be called application architect or software architect. A technical architect is responsible for software design and development. The technical architect works with the organization in terms of engineering and is more focused on defining technical details for software development by a team. They also work across the organization to understand how integration will work alongside other parts of the software module, which may be managed by other groups.

A technical architect can manage the details of API design and define API performance and scaling aspects. They make sure that the software is being developed consistently with the organization's standards and that they can easily integrate with another component.

The technical architect is a point of contact for any technical question related to the engineering team and will have the ability to troubleshoot the system as required. For a small software development project, you may not see a technical architect role, as a senior engineer may take up that role and work on software architecture design.

The technical architect mentors and supports the software engineering team by working closely with them and resolving any hindrance that arises from cross-team integration or business requirements.

Cloud architect

The cloud architect role may not have been in existence within the last decade, but as cloud adoption is increasing among enterprises this is one role that is in high demand in the current scenario. The cloud architect plans and designs the cloud environment and is responsible for deploying and managing the company's cloud computing strategies. Cloud architects provide breadth and depth for cloud services and can define the cloud-native design.

As you learned in the Solution architecture in the public cloud section in Chapter 1, The Meaning of Solution Architecture, using the cloud is now the current trend and it has become the norm for organizations to move onto a public cloud. Major cloud providers such as Amazon Web Services, Microsoft Azure, and Google Cloud Platform are helping customers to adopt cloud platforms at exponential speed with Software as a Service (SaaS), Platform as a Service (PaaS), and Infrastructure as a Service (IaaS) offerings. You will learn more about cloud architectures in Chapter 5, Cloud Migration and Hybrid Cloud Architecture Design.

There are a large number of enterprises that have an existing workload that they want to migrate into the cloud to utilize scalability, ease of business, and price benefits. A cloud architect can prepare a cloud migration strategy and develop a hybrid cloud architecture. A cloud architect can advise how on-premise applications will connect to the cloud and how different traditional offerings fit into a cloud environment.

For startup businesses and enterprises starting in the cloud, a cloud architect can help to design a cloud-native architecture, which is more optimized for the cloud and uses the full capabilities it provides. The cloud-native architecture tends to be built on pay-as-you-go models to optimize cost and leverage automation available in the cloud.

Cloud is now an essential part of enterprise strategy, and a cloud architect is a must-have role if companies want to succeed in the modern era by increasing the pace of innovation and automation.

Architect evangelist

An architect evangelist is also known as a technology evangelist, and this is a comparatively new role. This is a new paradigm in marketing, especially when you want to increase the adoption of complex solution platforms. People will always want to hear from an expert who has in-depth knowledge and the ability to answer their queries so that they can make an informed decision. Here, architect evangelists come into the picture as they work as a subject matter expert in a competitive environment.

An architect evangelist can design the architecture based on customer requirements, which resolves the customer's pain points, and results in customer wins. The evangelist can be a trusted advisor for customers and partners. The architect evangelist has a deep understanding of architectural issues, concepts, and market trends to help secure platform adoption and show revenue growth through market capture.

To increase platform adoption for the overall target audience, the architect evangelist writes public content such as blogs, whitepapers, and articles. They speak on public platforms such as industry summits, technical talks, and conferences. They conduct technical workshops and publish tutorials to spread the word about the platform. This makes it very important for a solution architect to have excellent written and verbal communication skills, as you will often see solution architects taking technology evangelism as an additional responsibility.

Infrastructure architect

An infrastructure architect is a specialist architect role heavily focused on enterprise IT infrastructure design, security, and data center operation. They work closely with solution architects to make sure that the organization's infrastructure strategy is aligned with its overall business requirements, and they plan an appropriate resource capacity to fulfill this need by analyzing system requirements and the existing environment. They help reduce capital expenditure that could be utilized for operational spending to increase organizational efficiency and ROI.

The infrastructure architect is the backbone of the organization since they define and plan overall IT resources, from storage servers to individual workspaces. The infrastructure architect creates detailed plans for procuring and setting up IT infrastructures. They define software standards, software patching, and software update plan systems across an organization. The infrastructure architect handles infrastructure security and makes sure all environments are protected from unwanted virus attacks. They also plan for disaster recovery and system backups to make sure business operations are always running.

In most e-commerce businesses, infrastructure architect jobs become challenging as they need to plan for the peak season such as Thanksgiving in USA, Boxing Day in Canada and UK, Diwali in India and so on, when most consumers start shopping. They need to prepare enough server and storage capacity to accommodate the peak season, whose workload may be 10 times higher than normal, thus increasing the cost. A system will be sitting idle for most of the year, outside of the peak season. They need to plan for cost optimization and better user experience at the same time, which is another reason they may use the cloud to fulfill additional capacity and scale on-demand to reduce the cost. They need to ensure that systems are occupied while supporting the growth of the new expertise.

Overall, an infrastructure architect needs to have a good understanding of data center operation and the components involved, such as heating, cooling, security, racking and stacking, server, storage, backup, software installation and patching, load balancers, and virtualization.

Network architect

Have you ever wondered how giant enterprises with multiple locations for offices or stores are connected? Here, the network architect comes into the picture, as they orchestrate an organization's network communication strategy and establish communication between IT resources, giving life to the IT infrastructure.

A network architect is responsible for designing the computer network, Local Area Network (LAN), Wide Area Network (WAN), internet, intranet, and other communication systems. They manage organizational information and network systems. They ensure low network latency and high network performance is available for users to increase their productivity. They establish secure connectivity between user workspaces and the internal network using Virtual Private Network (VPN) connectivity.

The network architect works closely with the infrastructure architect and sometimes you see this as an overlapping role to ensure all IT infrastructures are connected. They work with the security team and design the organization's firewall to protect against unethical attacks. They are responsible for monitoring and protecting the network via packet monitoring, port scanning, and putting an Intrusion Detection System (IDS) and Intrusion Prevention System (IPS) into place. You will learn more about IDS/IPS systems in Chapter 8, Security Considerations.

Overall, a network architect needs to have a good understanding of network strategies, network operations, secure connections using VPN, firewall configuration, network topology, load balance configuration, DNS routing, IT infrastructure connectivity, and so on.

Data architect

Any solution design revolves around data, and it is mostly about storing, updating, and accessing it regardless of whether it is about customers or products. As the adoption of the internet is increasing, so is data and the need for data architects. In the last decade, data growth has risen exponentially – not long ago, gigabytes of data were considered to be big data, but now even 100 terabytes of data are deemed to be normal. You can even get a 1-terabyte computer hard disk.

Traditionally, data used to be stored in a structured relational way. Now, most data is in an unstructured format generated from resources such as social media, Internet of Things (IoT), and application logs. There is a need to store, process, and analyze data to get useful insights, where the data architect role comes into the picture.

The data architect defines a set of rules, policies, standards, and models that govern the type of data that's used and collected in the organization database. They design, create, and manage the data architecture in an organization. A data architect develops data models and data lake designs to capture business's key performance indicators (KPIs) and enable data transformation. They ensure consistent data performance and data quality across the organization.

The primary customers for a data architect are as follows:

  • Business executives using Business Intelligence (BI) tools for data visualization
  • Business analysts using a data warehouse to get more data insight
  • Data engineers performing data wrangling using Extract, Transform, and Load (ETL) jobs
  • Data scientists for machine learning
  • Development teams for application data management

To fulfill organizational needs, the data architect is responsible for the following:

  • Selection of database technology
  • A relational database schema for application development
  • Data warehousing for data analysis and BI tools
  • Data lake as the centralized datastore
  • Datamart design
  • Machine learning tools
  • Data security and encryption
  • Data compliance

You will learn more about data architectures in Chapter 13, Data Engineering and Machine Learning. Overall, the data architect needs to be aware of different database technologies, BI tools, data security, and encryption to make the right selection.

Security architect

Security should be the top priority for any organization. There are multiple instances when large and well-established organizations went out of business due to a security breach. Organizations not only lose customer trust but also experience legal complications due to security incidents. There are various industry compliance certifications, such as Organizational Security (SOC2), Finance Data (PCI), and HealthCare data (HIPPA), that are in place to ensure organization and customer data security, which a company needs to adhere to as per the nature of their application.

Looking at the critical nature of security, organizations need to research and design the most robust security architecture for their projects, and that's where a security architect is necessary. A security architect works closely with all groups and solution architects to make sure security is a high priority. A security architect's responsibilities include the following:

  • Designing and deploying the implementation of the network and computer security in the organization.
  • Understanding the company's technology, and information systems, and safeguarding the security of the computers in the organization.
  • Working with a variety of settings, such as securing company networks and websites.
  • Planning vulnerability testing, risk analysis, and security audits.
  • Reviewing and approving the installation of a firewall, VPN, and router, and scanning the server.
  • Testing final security processes and making sure they work as expected.
  • Providing technical guidance to the security teams.
  • Making sure applications comply with industry standards as required.
  • Making sure data is secure with the required accessibility and encryption.

Security architects are expected to understand, design, and guide all aspects of security related to data, network, infrastructure, and applications with a variety of tools and techniques. You will learn more about security and compliance in Chapter 8, Security Considerations.

DevOps architect

As a system gets complex, there are more chances of human error, which can lead to additional effort being needed, increased cost, and reduced quality. Automation is the best way to avoid failure and improve overall system efficiency. Now automation is not an optional choice—if you want to be agile and move faster, automation is a must.

Automation can be applied anywhere, whether it is testing and deploying applications, spinning up infrastructure, and even ensuring security. Automation plays a critical role, and a DevOps architect automates everything everywhere. DevOps is a combination of practices and tools that assist in delivering an application at a faster pace.

It allows the organization to serve its customers better and stay ahead of the competition. In DevOps, the development team and operational team work together in sync. For a software application, a DevOps architect defines continuous integration and continuous deployment(CI/CD). In CI, automated builds and test runs happen before the development team merges its code changes into a central repository. CD expands upon CI by deploying all code changes to a production environment after the build and test stage.

The DevOps architect automates infrastructure deployment, known as Infrastructure as Code, which is highly prevalent in the cloud environment. DevOps can utilize tools such as Chef and Puppet for instructed automation or use cloud-native tools if the workload is in a cloud environment. Infrastructure automation provides excellent flexibility for the development team for experimentation and enables the operations team to create replica environments.

For smooth operation, a DevOps architect plans monitoring and alerting with automated communication in the event of issues or any significant changes. Any security incidents, deployment failures, or infrastructure failures can be monitored automatically, and alerts can be sent via mobile or email to the respective team when required.

The DevOps architect also plans for disaster recovery different deployment methods. Organizational Recovery Point Objective (RPO) is the volume of data loss that an organization can tolerate. Recovery Time Objective (RTO) suggests how much time the application can take to recover and start functioning again. You will learn more about DevOps in Chapter 12, DevOps and Solution Architecture Framework.

Understanding a solution architect's responsibilities

In the previous section, you learned about the role of a solution architect, the different types of architect in an organization, and how they coexist. In this section, you will learn more details about the responsibilities of a solution architect. A solution architect is a technical leader, and a customer-facing role, which comes with many responsibilities. The primary responsibility of a solution architect is to convert organization business visions into a technical solution and work as a liaison between businesses and technical stakeholders. A solution architect uses broad technology expertise and business experience to ensure the success of the solution's delivery.

A solution architect's responsibilities may differ slightly based on the nature of the organization. Often, in a consulting organization, a solution architect may be dedicated to a particular project and customer, while in a product-based organization, a solution architect may be working with multiple customers to educate them on a product and review their solution design. Overall, a solution architect holds the following primary responsibilities:

Solution architect's responsibility model

As shown in the preceding diagram, there are various significant responsibilities for a solution architect. In upcoming sections, you will learn about the various aspects of the solution architect's responsibilities.

Analyzing user requirements

Business requirements are at the center of any solution design and they are defined in raw terms when a project starts. It is necessary to engage a diverse set of groups from the beginning, which includes the technical capability to identify requirements. The business stakeholder defines requirements, and it warrants multiple adjustments when it comes to technological evolution. To save effort, it is necessary to engage solution architects while defining the user requirement document.

The solution architect designs the application, which may impact the overall business outcome. This makes requirement analysis a critical skill that a solution architect should possess. A good solution architect needs to have the skills of a business analyst and the ability to work with a diverse set of stakeholders.

Solution architects bring a broad range of business experience with them. They are not only technical experts but also have a good knowledge of the business domain. They work closely with the product manager and other business stakeholders to understand all the aspects of requirements. A good solution architect helps the product team uncover hidden requirements, which a non-technical stakeholder may not have thought about from an overall solution perspective.

Defining non-functional requirements

Non-functional requirements (NFRs) may not be visible to users and customers directly, but their absence may impact the overall user experience in a negative way and hamper the business. NFRs include critical aspects of the system, such as performance, latency, scalability, high availability, and disaster recovery. The most common NFRs are shown in the following diagram:

NFRs in a solution design

The preceding diagram shows the following NFRs for consideration:

  • Performance:
    • What will be the application load time for users?
    • How can we handle network latency?
  • Security and compliance:
    • How can we secure an application from unauthorized access?
    • How can we protect an application from malicious attacks?
    • How can we meet local laws and audit requirements?
  • Recoverability:
    • How can we recover an application from an outage?
    • How can we minimize recovery time in the event of an outage?
    • How can we recover lost data?
  • Maintainability:
    • How can we ensure application monitoring and alerts?
    • How can we ensure application support?
  • Reliability:
    • How can we make sure the application performs consistently?
    • How can we inspect and correct glitches?
  • Availability:
    • How can we ensure the high availability of an application?
    • How can we make an application fault-tolerant?
  • Scalability:
    • How can we meet the increasing demand for resources?
    • How can we achieve a good scale for a sudden spike in utilization?
  • Usability:
    • How can we simplify an application's use?
    • How can we achieve a seamless user experience?

However, depending on the nature of the project, there may be an NFR that is suitable for that project only (for example, voice clarity for a call center solution). You will learn more about these attributes in Chapter 3, Attributes of the Solution Architecture.

The solution architect becomes engaged in a project from a very early stage, which means they need to design a solution by gauging requirements across groups in an organization. The solution architect needs to ensure consistency in solution design across system components and requirements. The solution architect is responsible for defining NFR across groups and different components since they make sure that the desired usability of a solution is achieved across the board.

NFRs are an integral and essential aspect of solution design, which tends to slip when teams are too focused on business requirements, and this can impact the user experience. A good solution architect has the primary responsibility of conveying the importance of NFR and making sure they are implemented as part of solution delivery.

Engaging and working with stakeholders

Stakeholders could be anyone who has a direct or indirect interest in the project. As well as the customer and user, it may also be the development team, sales, marketing, infrastructure, network, support team, or the project funding group.

Stakeholders could be internal or external to the project. Internal stakeholders include the project team, sponsors, employees, and senior management. External stakeholders include customers, suppliers, vendors, partners, shareholders, auditors, and the government.

Often, stakeholders have a different understanding of the same business problem as per their context; for example, a developer may look at a business requirement from a coding perspective, while an auditor may look at it from a compliance and security perspective. A solution architect needs to work with all technical and non-technical stakeholders.

They possess excellent communication skills and negotiation techniques, which help them to find out the optimal path for a solution while keeping everyone on board. A solution architect works as a liaison between technical and non-technical resources and fills the communication gap. Often, those communication gaps between a businessperson and the technical team become a reason for failure. The businessperson tries to look at things from more of a feature and functionality perspective, while the development team strives to build a more technically compatible solution, which may sometimes lean toward the non-functional side of the project.

The solution architect needs to make sure both teams are on the same page and that the suggested features are also technically compatible. They mentor and guide the technical team as required and put their perspective into simple language that everyone can understand.

Handling various architecture constraints

Architecture constraints are one of the most challenging attributes of solution design. A solution architect needs to manage architectural constraints carefully and be able to negotiate between them to find an optimal solution. Often, these constraints depend on each other, and emphasizing one limitation can inflate others.

The most common constraints are as following:

Architectural constraints in a solution design

As shown in the preceding diagram, solution design helps us understand the following attributes of an application:

  • Cost:
    • How much funding is available for solution implementation?
    • What is the expected Return on Investment (ROI)?
  • Quality:
    • How closely should outcomes match functional and non-functional requirements?
    • How can we ensure and track the quality of the solution?
  • Time:
    • When should the output be delivered?
    • Is there any flexibility regarding time?
  • Scope:
    • What is the exact expectation?
    • How does the requirement gap need to be handled and accommodated?
  • Technology:
    • What technology can be utilized?
    • What flexibility does using legacy versus new technologies provide?
    • Should we build in-house or source from a vendor?
  • Risk:
    • What can go wrong and how can we mitigate that?
    • What is the risk tolerance of stakeholders?
  • Resource:
    • What is required to complete solution delivery?
    • Who will work on the solution's implementation?
  • Compliance:
    • What are the local law requirements that can impact the solution?
    • What are the audit and certification requirements?

There could be more specific constraints related to a project, such as storing data in a country due to government regulation and opting for in-house development due to security concerns. Handling constraints could be very tricky. Saving costs by reducing resources may impact the delivery timeline.

Achieving a schedule with limited resources may affect quality, which in turn increases cost due to unwanted bug fixes. So, finding the balance between cost, quality, time, and scope is significant. Scope creep is one of the most challenging situations as it can negatively impact all other constraints and increase risks of solution delivery.

It is essential for a solution architect to understand all the aspects of every constraint and to be able to identify any resulting risk. They must put risk mitigation plans into place and find a balance between them. Handling any scope creep can help a lot in delivering the project on time.

Making technology selections

Technology selection is the key aspect and complexity of the solution architect's role. There is a broad range of technologies available, and a solution architect is required to identify the right ones for the solution. The solution architect needs to have a breadth and depth of technologies to make the right decision since the chosen technology stack can impact the overall delivery of the product.

Each problem can have multiple solutions and an available range of technologies. To make the right selection, a solution architect needs to keep functional requirements and NFRs in mind and define selection criteria while making a technology decision. The selected technology needs to consider different perspectives, whether the goal is the ability to integrate with other frameworks and APIs or to meeting performance requirements and security needs.

A solution architect should be able to choose the technology that not only satisfies current requirements but also scaling for future needs.

Developing a proof of concept and a prototype

Creating a prototype is probably the most fun part of being a solution architect. To choose a proven technology, a solution architect needs to develop a proof of concept (POC) in various technology stacks to analyze their fit for functional and non-functional requirements for the solution.

The idea of developing POC is to evaluate technology with a subset of critical functional implementations, which can help us to decide on a technology stack based on their capabilities. It has a short life cycle and is limited to being reviewed by experts within a team or organization. The solution design POC is when a solution architect is trying to figure out the building blocks of the solution.

After evaluating multiple platforms using POC, the solution architect may proceed with prototyping to a technology stack. A prototype is developed for demonstration purposes and given to the customer so that it can be used to secure funding. POCs and prototyping are by no means production-ready; solution architect builds have limited functionality, which can prove a challenging aspect of solution development.

Designing solutions and staying through delivery

Solution architects work on solution design after understanding different aspects of functional requirements, NFRs, solution constraints, and technology selection. In an agile environment, this is an iterative approach where the requirements may change over time and need to accommodate the solution design.

The solution architect needs to design a future-proof solution, which should have strong building blocks and be flexible enough to adjust to changes. However, the solution architect needs to be careful about drastic changes to the requirements and apply a risk mitigation plan.

For future-proof design, you can take the example of a loosely coupled microservice architecture based on RESTful APIs. These architectures can be extendable to new requirements and have the ability to integrate easily. You will learn more about different architecture designs in Chapter 6, Solution Architecture Design Patterns.

The following flow-chart shows the solution delivery life cycle. The solution architect is involved in all the phases of solution design and delivery:

Solution delivery life cycle

As shown in the preceding diagram, the solution delivery life cycle includes the following:

  • Business Requirement and Vision: A solution architect works with business stakeholders to understand their vision.
  • Requirement Analysis and Technical Vision: A solution architect analyzes the requirements and defines a technical vision in order to execute the business strategy.
  • Prototyping and Recommendation: A solution architect makes a technology selection by developing POC and showcase prototypes.
  • Solution Design: A solution architect develops solution designs in line with an organization's standards and in collaboration with other impacted groups.
  • Development: A solution architect works with the development team on solution development and works as a bridge between the business and technical team.
  • Integration and Testing: A solution architect makes sure that the final solution is working as expected with all functional and non-functional requirements.
  • Implementation: A solution architect works with the development and deployment team for smooth implementation and guides them through any hindrances.
  • Operation and Maintenance: A solution architect makes sure logging and monitoring are in place and guides the team on scaling and disaster recovery as required.

However, the overall life cycle is an iterative process. Once the application goes into production and customers start using it, you may discover more requirements from customer feedback, which will drive the product vision for future enhancements.

The solution architect has major ownership during solution design in which they do the following:

  • Document solution standards
  • Define high-level design
  • Define cross-system integration
  • Define different solution phases
  • Define an implementation approach
  • Define a monitoring and alert approach
  • Document the pros and cons of design choices
  • Document audit and compliance requirement

Solution architects are not only responsible for solution design. They also help project managers with resource and cost estimation, defining the project's timeline and milestones, the project's release, and its support plan. The solution architect works through different phases of the solution life cycle, from design to delivery and launch. The solution architect helps the development team overcome obstacles and hurdles by providing expertise and a broad understanding.

Ensuring post-launch operability and maintenance

The solution architect plays an integral role after the solution's launch in respect of product operability. To handle the increasing user base and product utilization, a solution architect should know how to scale the product to meet demands and ensure high availability without impacting the user experience.

In unforeseen events such as outages, a solution architecture guides you to execute a disaster recovery plan for business process continuation. The solution architect satisfies organization Recovery Point Objectives (RPOs) and Recovery Point Objectives (RTOs). RPO is how much data loss an organization can tolerate in terms of the volume of data which is lost during the outage interval—for example, a loss of 15 minutes of data. RTO is how much time the system takes to get back up and running again. You will learn more about RTO and RPO in Chapter 12, DevOps and Solution Architecture Framework.

In the event of performance issues due to an increase in demand, the solution architect helps scale the system horizontally to mitigate application bottlenecks or vertically to alleviate database bottlenecks. You will learn more about different scaling mechanisms and self-healing in Chapter 9, Architectural Reliability Considerations.

The solution architect plans to accommodate any new requirements in an existing product that arise from usage patterns, or due to any other reason. They can make changes to non-functional requirements based on monitoring user behavior; for example, users bounce off the page if it takes more than 3 seconds to load. The solution architect works through this and guides the team in handling issues that may occur post-release.

Working as a technology evangelist

An evangelist is the most exciting part of the solution architect role. The solution architect increases product and platform adoption by spreading the word through public forums. They write blogs about solution implementation and conduct workshops to showcase potential benefits and the use of technology platforms.

They build mass support for technologies and help establish a standard. A solution architect should be passionate about technology. They should be an excellent public speaker and possess excellent writing skills to perform the technology evangelist role.

Solution architects in an agile organization

In the last half decade, you may have seen the rapid adoption of the Agile methodology. In this competitive market, an organization needs to be proactive toward rapid changes and bring output to the customer a very fast. Fast innovation and release can only be possible if organizations are adapting quickly and respond to change faster, which means there must be flexibility built into every part of the organization and solution architecture.

To be successful in an agile environment, a solution architect needs an agile mindset and must adopt the rapid delivery method by continuously working with stakeholders to fulfill their needs. First, let's understand a little bit more about the Agile methodology. This is a vast topic, and in this section, we will take a high-level overview of it.

Why the Agile methodology?

Agile can create and respond to changes to make a profit in a fast-moving business environment. Its agility comes from balancing flexibility and stability. In today's competitive environment, where technology is moving fast (which results in a high probability of changes and customer demand), agile is the answer to coping with the situation and gaining a competitive edge.

Nowadays, all successful organizations are customer driven. They take frequent feedback from end users on their products and use that feedback to expand their user base. Agile helps gather results from the development team to continuously adapt feedback into software releases, and most of the time everything has a high priority. To deal with this situation, you need agile.

Executive management provides funding and looks for transparency. They demand productive output to increase ROI, and you want to win their confidence by showing incremental development of the product. To create transparency for a project and keep track of its budget and delivery timeline, you need agile.

When you continuously want to engage your stakeholders by showing them a demonstration of the product, and when development and testing are part of the same cycle, you need Agile.

In the preceding scenarios, you looked at various situations where the Agile methodology is required to keep the organization ahead with robust delivery and customer feedback.

Agile is able to quickly move in a time box manner, which means you time box activities in a short cycle and take an iterative approach for product development instead of working on the entire product to develop and deliver it at once. The Agile methodology advocates seeking continuous feedback by keeping customers and stakeholders engaged closely, involving them in every phase of product development, adapting feedback into requirements, evaluating market trends, and working with them to prioritize the stakeholders. Then, the development team take up the prioritized requirements, conduct technical analyses, design, develop, test, and deliver.

Everyone works as one team toward one goal and breaks the silo mindset. Agile thinking helps the technical team understand the requirements from the customer's perspective and respond to changes quickly and efficiently. This is the reason why most companies want to go agile. The Agile methodology is fast and easy to adopt using many tools that are available on the market, such as JIRA, VersionOne, and Rally. You may face some initial challenges while developing agile thinking, but the benefits are very high compared to the challenges that every organization faces when moving toward adopting the Agile methodology.

Agile manifesto

Applying any agile method requires a clear understanding of the four values stated in the Agile manifesto. Let's understand these values:

  • Individuals and interactions over processes and tools: Processes and tools always help complete the project. Project stakeholders, who are a part of the project, know how to implement the plan and how to deliver the successful result with the help of tools for project delivery. But the primary responsibility for project delivery is the people and their collaboration.
  • Working software over comprehensive documentation: Documentation is always an essential process for any product's development. In the past, many teams only worked to collect and create a repository for documents such as high-level design, low-level design, and design change, which later help achieve qualitative and quantitative descriptions of the product.

With the Agile methodology, you focus on the deliverable. Therefore, according to this manifesto, you need documentation. However, you need to define how much documentation is vital to the continuous delivery of the product. Primarily, the team should focus on delivering software incrementally throughout the product's life cycle.

  • Customer collaboration over contract negotiation: Earlier, when organizations worked on a fixed bid or time and material projects, the customer always came in the first and the last stages of the software life cycle. They were outsiders who were not involved in product development; by the time they finally got a chance to see the product after launch, the market trends had changed, and they lost the market.

Agile believes that customers share equal responsibility for the product's launch and that they should be involved in every step of development. They are part of demonstrating giving feedback based on new market trends or consumer demand. Since the business is now part of the development cycle, these changes can be attainable by being agile and having continuous customer collaboration.

  • Responding to change when following a plan: In the current fast-paced market in which customers demand change with new market trends, businesses keep on changing. It is vital to make sure there's a balance between frequently changing the requirements and agilely welcoming the changes since sprint cycles vary from 1 to 3 weeks. Responding to change means that if anything changes in the specification, the development team will accept the change and show the deliverable in sprint demonstrations to keep winning the confidence of the customers. This manifesto helps the team understand the value of welcoming changes.

The Agile Manifesto is a tool that's used to establish basic guidelines for adopting an Agile methodology. These values are the core of all agile techniques. Let's understand the agile process in more detail.

Agile process and terminology

Let's get familiar with the most common agile terms and how they bind together. Here, you will learn about the agile scrum process, which is widely adopted. The agile scrum process has a small sprint cycle of 1 to 3 weeks, depending on the project's stability, but the most common is a 2-week sprint cycle, which you can call a development cycle.

These sprints are development cycles where the team will analyze, develop, test, and deliver a working feature. The team takes an iterative approach and creates a working building block of the product as the project progresses with each sprint. Each requirement is written as a user story that keeps a customer persona in mind, and makes the requirement clearly visible.

The agile scrum team has varied roles. Let's understand the most common roles and how the solution architect collaborates with them:

  • Scrum Team: This consists of the Product Owner, Scrum Master, and development team. Analysts, technical architects, software engineers, software testers, and deployment engineers are part of the development team.
  • Scrum Master: This facilitates all scrum ceremonies (which you will learn in next section), keeps the team motivated, and removes impediments for the team. The Scrum Master works with the solution architect to remove any technical blockers and get technical clarification for business requirements.
  • Product owner: This is a businessperson who is a customer advocate. The product owner understands market trends and can define priorities within the business. The solution architect works with the product owner to understand the business' vision and keep it aligned with the technical view.
  • Development team: They do product implementation and are responsible for the project's delivery. They are a cross-functional team that is committed to continuous and incremental delivery. The solution architect needs to work closely with the development team for smooth product implementation and delivery.

Sprint ceremonies

The sprint cycle includes multiple activities that are performed to manage development, which are often called scrum ceremonies. Those scrum ceremonies are as follows:

  • Backlog grooming: Grooming is a time-box meeting in which the product owner, solution architect, and business connect to discuss backlog stories, prioritize them, and create a consensus for sprint deliverables.
  • Sprint planning: In sprint planning, the Scrum Master facilitates groomed stories being assigned to the scrum team based on the team's capacity.
  • Sprint Daily Standup: Daily Standup is a very efficient way of collaboration, where all team members meet in one place and all discuss their last day's workload, what plans they have for today, and whether they are facing any problems. This meeting is meant to be short and straightforward and around 15 minutes in length. Standup is the platform that the solution architect uses to collaborate with the development team.
  • Sprint demonstration: During demonstrations, all stakeholders gather and review the team's work of what they have done in a sprint. Based on this, the stakeholder accepts and rejects the user stories. The solution architect makes sure that the functional and non-functional requirements have been met. During this meeting, teams collect feedback from the product owners and solution architect and look at what changes were made.
  • Sprint retrospect: Retrospect is conducted at the end of each sprint cycle and is where the team inspects and adopts best practices. The team identifies things that went well and what they should continue to practice, as well as things that they can do better in the next sprint. Sprint retrospect helps the organization apply continuous improvement while working on their delivery.

Agile tools and terms

Let's learn about some agile tools that help drive team metrics and project progress:

  • Planning poker: Planning poker is one of the most popular estimation techniques in Agile methodology, where the Scrum Master plays poker games to estimate user stories when a sprint starts. During this activity, each user story will be evaluated based on its complexity. Team members use comparative analysis to give story points for each user story, which helps the team understand how much effort is required to complete the user stories.
  • Burndown chart: A burndown chart is used to monitor sprint progress and help the team understand how much work is pending. The Scrum Master and the team always follow the burndown chart to make sure there is no risk in the sprint and reuse that information to improve the estimation next time.
  • Product backlog: The product backlog contains a collection of requirements in the form of user stories and epics. The product owner continuously updates the backlog and prioritizes requirements during sprint grooming. An epic is a high-level requirement, and product owners write a user story to refine them. The development team breaks down these user stories into a task, which is an executable action item.
  • Sprint board: The sprint board contains a collection of user stories listed for the active sprint. The sprint board provides transparency as anyone can look at the project's progress for that particular sprint cycle. The team refers to the board on a daily standup to determine overall work progress and remove any obstructions.
  • Definition of Done: This means all user stories should pass the Done criteria that have been set up by the solution architect and product owner in collaboration with stakeholders. Some of these criteria are as follows:
    • The code must be peer reviewed
    • The code should be unit tested
    • Enough documentation
    • Code quality
    • Code writing standard

Agile versus waterfall

Waterfall is one of the oldest and most traditional software development methodologies that organizations used to follow. In this section, you will learn about the difference between waterfall and agile and why organizations need to move over to agile. We are not going to look at the details of the waterfall process; instead, we will point out the key differences:

  • Agile methodologies help change the mindset from the traditional method to an agile mindset. The motivation for this is to move from the waterfall method to agile methods in order to achieve maximum business value and win customer confidence. This makes agile an advocate for customer collaboration at each step and provides transparency. The waterfall method tends to be more project-and document-centric, where customers were involved at the end phase.
  • The waterfall method is more helpful for the project when all requirements are unambiguous, and the sequence of their deliverables also known, which helps remove any unpredictability as requirements are very straightforward. The Agile methodology is helpful for companies that want to keep up with the market trend and have increased pressure from the customer. They need early releases for their products and have to be adaptive to changes in the requirements.
  • Agile projects are delivered in a small iterative manner with the highest quality and to achieve business value. Many agile teams work in parallel across the sprint to provide a shippable solution for the product at every end of the sprint cycle. As every sprint has a small deliverable and keeps building on top of that, the customer continuously gets to see the working model of the product. Waterfall has a long cycle and stakeholders get to see the final product at the end, which means there isn't much scope left to accommodate changes.
  • The agile process makes sure the team is progressing toward the goal and that the project will be completed on time by putting checkpoints at every sprint cycle. In traditional waterfall methods, there is no frequent checkpoint that can ensure that the team is on the right path and verify whether the project will be completed on time, which may cause ambiguity.
  • In the Agile methodology, the customer always collaborates with the product owner and the team. This collaboration makes sure they observe and review the small, shippable product. Agile also ensures that work is being done and shows progress to the stakeholder. However, in the waterfall method, there is no such customer interaction until the project ends.

Agile is the most adaptive methodology since fast-moving technologies and businesses are becoming so unpredictable and need high velocity. Agile supports inspecting and adapting cycles, which creates a balance between demand and control.

Agile architecture

What comes into your mind when you think about the solution architect in an agile model? There are many myths, such as thinking that the solution architecture is a very complex activity, and with agile you will be asked to submit your design right away or in the next sprint cycle. Another myth is that the agile architecture will not be robust to such architecture design and development, that testing cannot be possible, and so on.

Agile architecture is about designing decoupled and extendable interfaces. A solution architect in an agile environment needs to follow an iterative re-architect concept by inspecting and adapting the approach. It's about choosing the right solution for enterprises, communicating well, taking continuous feedback, and modeling in an agile way. The development team needs a solid foundation and the ability to adapt to changing requirements; they need guidance and mentoring from a solution architecture.

The foundation of the agile architecture should be reducing the cost of changes, reducing unnecessary requirements by challenging them, and creating a framework to reverse incorrect requirements rapidly. The Agile architect builds prototypes to minimize risk and plans for change by understanding them. They design the prototype while balancing the needs of all stakeholders and creating a loosely coupled architecture that can easily integrate with other modules. You will learn more about various loosely coupled architecture patterns in Chapter 6, Solution Architecture Design Patterns.


In this chapter, you learned how the solution architect fits into the organization and how different kinds of solution architect roles coexist. There are generalist solution architect roles such as enterprise solution architect, solution architect, technical architect, cloud architect, and architect evangelist.

The generalist solution architect has a broad knowledge of technology and may develop in-depth expertise in a particular area. The specialist solution architect dives deep in other required areas of the project. The specialist solution architect possesses in-depth knowledge of their area of expertise, with some of the most common specialist solution architect roles being network architect, data architect, security architect, infrastructure architect, and DevOps architect.

You learned about solution architect responsibilities in great detail. Solution architects wear multiple hats; they work with stakeholders across the organization and analyze functional requirements and define non-functional requirements. The solution architect ensures consistency and standards across the organization, and they provide technology recommendations and solution prototypes. The solution architect handles various project constraints such as cost, quality, scope, and resources, and finds a balance between them.

The solution architect helps the project manager estimate cost and resources, and define a timeline, and stays throughout the project from design to launch. During the project's implementation, the solution architect makes sure that the stakeholder's expectations have been met and works as a liaison between the technical and business teams. The solution architect engages in post-launch application monitoring, alerts, security, disaster recovery, and scaling.

At the end of this chapter, you learned about the benefits of an agile process. We took a brief overview of the Agile methodology, roles, tools, terminology, and how agile differs from the traditional waterfall method. You learned about the traits of the agile architecture and how solution architects should make their architecture more flexible and agile.

In the next chapter, you will learn about the different attributes of the solution architecture that you should consider while designing a solution. These attributes include architecture security, scalability, availability, reliability, fault tolerance, extensibility, portability, interoperability, operational excellence, performance efficiency, cost optimization, and self-healing.

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Key benefits

  • Create solutions and transform business requirements into technical architecture with this practical guide
  • Understand various challenges that you might come across while refactoring or modernizing legacy applications
  • Delve into security automation, DevOps, and validation of solution architecture


Becoming a solutions architect gives you the flexibility to work with cutting-edge technologies and define product strategies. This handbook takes you through the essential concepts, design principles and patterns, architectural considerations, and all the latest technology that you need to know to become a successful solutions architect. This book starts with a quick introduction to the fundamentals of solution architecture design principles and attributes that will assist you in understanding how solution architecture benefits software projects across enterprises. You'll learn what a cloud migration and application modernization framework looks like, and will use microservices, event-driven, cache-based, and serverless patterns to design robust architectures. You'll then explore the main pillars of architecture design, including performance, scalability, cost optimization, security, operational excellence, and DevOps. Additionally, you'll also learn advanced concepts relating to big data, machine learning, and the Internet of Things (IoT). Finally, you'll get to grips with the documentation of architecture design and the soft skills that are necessary to become a better solutions architect. By the end of this book, you'll have learned techniques to create an efficient architecture design that meets your business requirements.

What you will learn

Explore the various roles of a solutions architect and their involvement in the enterprise landscape Approach big data processing, machine learning, and IoT from an architect s perspective and understand how they fit into modern architecture Discover different solution architecture patterns such as event-driven and microservice patterns Find ways to keep yourself updated with new technologies and enhance your skills Modernize legacy applications with the help of cloud integration Get to grips with choosing an appropriate strategy to reduce cost

Product Details

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Publication date : Mar 21, 2020
Length 490 pages
Edition : 1st Edition
Language : English
ISBN-13 : 9781838645649
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Product Details

Publication date : Mar 21, 2020
Length 490 pages
Edition : 1st Edition
Language : English
ISBN-13 : 9781838645649
Vendor :
Category :

Table of Contents

18 Chapters
Preface Chevron down icon Chevron up icon
1. The Meaning of Solution Architecture Chevron down icon Chevron up icon
2. Solution Architects in an Organization Chevron down icon Chevron up icon
3. Attributes of the Solution Architecture Chevron down icon Chevron up icon
4. Principles of Solution Architecture Design Chevron down icon Chevron up icon
5. Cloud Migration and Hybrid Cloud Architecture Design Chevron down icon Chevron up icon
6. Solution Architecture Design Patterns Chevron down icon Chevron up icon
7. Performance Considerations Chevron down icon Chevron up icon
8. Security Considerations Chevron down icon Chevron up icon
9. Architectural Reliability Considerations Chevron down icon Chevron up icon
10. Operational Excellence Considerations Chevron down icon Chevron up icon
11. Cost Considerations Chevron down icon Chevron up icon
12. DevOps and Solution Architecture Framework Chevron down icon Chevron up icon
13. Data Engineering and Machine Learning Chevron down icon Chevron up icon
14. Architecting Legacy Systems Chevron down icon Chevron up icon
15. Solution Architecture Document Chevron down icon Chevron up icon
16. Learning Soft Skills to Become a Better Solution Architect Chevron down icon Chevron up icon
17. Other Books You May Enjoy Chevron down icon Chevron up icon

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