Don’t Forget the Database

The other day, I was having a discussion with the CTO of another company about the issues that they were experiencing when they had spikes in traffic. They had tried solutions involving CQRS, queueing, etc, but they were still having issues with the spikes in volume. I followed up with the CTO and she said she had managed to solve the issue by tuning various database queries.

It reminded me of the time when I was the Chief Architect of a “megacorp”. At that time, I controlled the consulting dollars for Microsoft. My predecessors would happily accept those hours and the bills that Microsoft gave them, but I examined every hour with a fine-toothed comb. At year-end, I managed to have a surplus of consulting hours which I needed to use. I brought in a team of consultants to examine some of our slowest apps.

It seems that there were a lot of issues related to the way that our databases were being used. Extremely inefficient queries. Non-existent indexes. These consultants went to work, and managed to reduce a very painful operation from 70 seconds to 3 seconds!

When you are doing exercises in improving performance, don’t ignore the most basic part of a system. There can be gold in bringing in a specialist to look at the queries which have been running your systems for years.

CTO as a Service – 2020 Recap

2020!!! What a year it was!!!! I hope there will never be another year like this one!

That being said …. it was actually a great year for CTO as a Service.

A Bit of Background

First, a bit of a recap about CTO as a Service for those encountering me for the first time. I spent 30 years in the world of computers, as a developer, the owner of a software company, a consultant, and for the past 15 years, Chief Architect or CTO to some very large companies and some very small companies. In November 2018, having reached several milestones that were set out early in my career, I decided to leave the workforce.

For years, people had asked me to listen to their ideas and help them create apps around these ideas. I was too busy with my regular job responsibilities to take on a part-time gig, but I told these people that they could buy me a few drinks and I would tell them how to go about building the app. When I left the workforce, I decided to “hang a shingle” outside my door and advertise myself as “CTO as a Service”. I would spend a few hours a week with each client, and I would do everything from soup-to-nuts (except writing the code, because my clients could get good coding talent from an offshore dev shop at a fraction of what they pay me). I would help them write the business requirements, hire the development team, write the technical architecture, set up the cloud infrastructure, and manage the development team.

My goal was to spend no more than 20 hours per week helping startups. I hoped to be able to make a bit of beer money and to occupy my mind with some interesting problems.

Utah or Bust

2019 was my first full year and I was fortunate to have a few good clients to keep me busy. I was able to take the month of February off and go to New Zealand and Australia and hike the 5-day Milford Track trail.

In September 2019, my wife and I decided to try the snowbird thing for the first time, and we booked a home through HomeAway in St George, Utah. The plan was that we were going to stay there for 2 months. I would work in the morning and spend the afternoon hiking. Of course, nobody expected a little news item to hit the airwaves as soon as I got out to Utah. That little piece of news was about some virus that was running around China.

St. George is tucked in the southwest corner of the state, and we were at least 150 miles from any population center (Las Vegas, Nv). I didn’t worry much about the pandemic, and I carried on with my plan. Mornings were spent with a few clients, which included a real-estate company that used VR to show apartments, an investment platform for people who want to invest in ESG-related stocks, an FX Hedging platform, and a few other minor ones. I was also starting with a new client who was developing a platform for meditation and wellness.

On February 15th, everything was locked-down in NYC. My daughter’s medical school rotations were canceled, and she took a flight the next day to St. George. She booked a 1-week ticket, hoping that things would return to normal soon. She ended up spending 2-½ months with us in Utah!

Petrified Dunes, Snow Canyon State Park, Ivins, Utah

The Startup Craze

I thought that my business would go under. Who would want to embark on a new startup during a pandemic? Well, I was wrong. In the 2 weeks following the start of the lockdown, I signed 4 new clients. 

  1. An InsureTech startup whose mission was to put sensors in various businesses and warn the owners about abnormal conditions in their business. They would work with various Property and Casualty providers in the insurance space to promote the use of this iOS platform with the providers’ customers. This was an interesting project because it exposed me to the world of Samsung SmartThings sensors. The platform was based on AWS Lambda, DynamoDB, and Kinesis.
  2. A wellness startup founded by a gynecologist that wanted to educate high school students about sex education. They came to me with a little bit of code that was written by a consultant. I hired the development team for the founders, ran a few meetings, and then stepped back. The gynecologist and his partner decided that they could be project managers!
  3. Another wellness startup that matched couples who were having pregnancy-related issues with health providers. Another project where I did everything from soup-to-nuts. I wrote the BRD, designed the architecture, hired the development team, and ran the project. 
  4. A platform that lets businesses register “phrases” and websites associated with those phrases. When someone talks into their mobile device, they can phrase a question (i.e., show me the best Japanese restaurant in NYC) and the platform would see if that phrase matched any of their licensed phrases, and if so, brings up the associated website.
  5. I also did a few tech assessments for some private equity firms.

I could not explain the sudden surge in business. My guess is that the impending pandemic motivated people who had ideas to finally take their shot at realizing their dreams. Kind of a “now or never” attitude.

Meanwhile, our host in Utah, seeing how the pandemic was hitting NYC, graciously offered to extend our stay indefinitely. We ended up spending an amazing additional two months out there, waking up every morning to red-colored mountains staring us in the face.

Backle to The Apple

At the end of May, we packed the car and spent 5 days driving back to NYC. The drive eastward out of Taos, New Mexico was one of the most picturesque drives I have ever made. The flat openness of eastern New Mexico is really something to behold. An unexpected pleasure was driving through West Virginia, where there is no such thing as a level road.

Outside of Taos, NM

We got back to NYC on the first night of the curfew (due to the riots and looting associated with the killing of George Floyd, amongst others). I was the only car driving through the Holland Tunnel in the middle of rush hour, and it was an eerie feeling. I could never envision NYC as a ghost town, but there it was. It was certainly quite a shock after being relatively isolated in Utah for the past 4 months.

Continuing On

I started with yet another new client, a Canadian architecture firm that wanted to modernize their old ASP.NET/PHP app. I hired my go-to development firm, and we dug right into porting the platform to ASP.NET Core and EntityFramework Core.

Soon after, an old colleague called me to tell me that the Principal Engineer of his company had left and that they needed someone to fill in for a while. This company was not a startup … they are a mid-sized company devoted to HR and Payroll software.

An old client from England got in touch with me to say that he had secured some funding and asked me to help him. His mission was to do financial planning and budget for people in the lower-income bracket in England. A very worthy mission. The interesting aspect of this app is that it is totally driven by WhatsApp.

Over the summer, I started with a new client whose mission was to gameify the employee education experience. We built a VR world in which employees walk through, clicking on objects within a virtual office and “playing” knowledge-based game. This was a microservice-based architecture, with ASP.NET Core on the backend, MongoDB as the persistence layer, and React/Unity on the frontend. I did the usual tasks … BRD, hiring and running the dev team.


I got another client in a very interesting way. That client was using an offshore dev shop. This client got into a dispute with the dev shop over the hours that were billed, and the dev shop made a copy of their Github repo and deleted the client’s repo. The client did not know how to get their code back, and they were in a bad predicament. I managed to recover their code and helped them hire a new dev shop. Meanwhile, I did a tech assessment of their platform and the code that the old dev shop wrote and came up with a roadmap for future development.

I was hired for a few more tech assessments by a VC firm. The great thing about these assessments is that I am often exposed to new domains and new technologies. 2 of the assessment were for firms in the InsureTech space, and the other was for a company that provided parking technology. I got to learn a bit about LPR (License Plate Recognition) technology and the associated hardware. I also got a chance to re-learn a bit of Scala and Akka

I ended the year with a brand new client who is building an app for the real-estate space, with the idea of making complex real estate transactions more friendly. Anyone who has gone through the process of buying or selling a home should be interested in this app. Another soup-to-nuts project for me. I even got a chance to write some Typescript/NodeJS code.

I start 2021 with a new client from Toronto who is building an app in the vacation/experience space. I am very excited to be taking them on this journey.

Final Thoughts

In summary … I had 15 different clients in 2020. If I extrapolate my revenue to a 40 hour week, then it was quite a good year on a financial basis. I only wish that we could leave our apartment in NYC so that I could enjoy it!

One of the great things about being an interim CTO is the fact that I get exposed to so many new domains and technologies. 2020 featured technologies having to do with VR, IoT, image recognition, and more. InsureTech is hot, as is the very-needed area of wellness.

Not everything is a bowl of gravy. One thing that is certain to make the voyage rougher is when a non-technical founder, in order to save costs, decides to take on the project and dev-team management duties themselves. There are many aspects to managing a dev team that have to be learned over a long period of time. Developers, especially off-shore developers, get extremely frustrated when they don’t see the proper leadership at the helm, much like musicians would rebel if I got up in front of the New York Philharmonic and started conducting the orchestra.

I am supremely grateful that The Fates smiled down on me and gave me a prosperous year amongst all of the sorrow that was happening in the world. Let’s hope for a much more sane and safe 2021.

Marc Adler

CTO as a Service

February 1, 2021

Startup Lessons: The Handoff from the Remote Dev Team

In my CTO as a Service consultancy, I tend to use various remote development companies to write the code for my clients. Even though I still code after all of these years, I am usually not cost-effective for my founders in a coding role. (But I still do the architecture, all of the set up on the cloud platform, and occasionally write some critical code.)

When the engagement with the development team ends, there is a wrap-up process that takes a few days to accomplish. If you have a remote development team, then you should allow them at least 3 or 4 days to perform these final items.

I would love to hear about your own list that you go through in order to wrap up an engagement.

(Note: Even though I mention AWS in this article, you can substitute any cloud provider, such as Azure or GCP.)


Tasks for Wrapping Up

Documentation

  • Read, edit, and check the documentation that the consultants write so that it can be handed off to another development team
  • We need the following documentation
  • Architecture diagrams, including integrations with 3d-party services
  • Structure and flow of the backend and frontend code, including interaction with 3rd party services
  • Deployment instructions for all environments
  • Troubleshooting guide

Code

  • Code review (if time allows)
  • Go over the Jira to see what was not done and to see if anything was left in a partial state
  • Make sure that all tests are passing
  • Making sure that all code has been merged to Main
  • Make sure that we have access to all secret keys and PEM files
  • Make sure that we have access to all licensing and credentials for 3rd party libraries and systems
  • Doing a deployment on both test and production to make sure that we know how to do it ourselves

AWS

  • Checking out the production database to make sure that everything is smooth
  • Make sure that all routes are correct in Route53
  • Tighten permissions on S3 buckets
  • Closing down all open permissions on the various machines
  • Possibly removing the consulting team from Github, AWS, 1Password, Twilio, Stripe, etc

Monitoring

  • Install Monit on all machines
  • Setting up various CloudWatch alarms on AWS

CTO as a Service has over 30 years of writing systems, leading development teams, and doing architecture reviews. I work with all sizes of companies, but I love helping startups realize their visions. Services include hiring and leading development teams, architecture, code and architecture reviews, roadmaps, coding, speaking with investors, etc.

CTO as a Service: A Recap of the First Year

Looking back on my first full-year of CTO as a Service…. some statistics.

I had 13 clients. 6 are currently active.

Out of the other 7 clients, I helped 3 of them hire their permanent CTO or VPE, and I transitioned out of those companies. 2 were short-term advisory or architecture review gigs. 2 companies called it quits because the founders ran out of funding.

The clients were from EdTech, HealthTech, SelfHelp services, RealEstate, LegalTech, large investment banking, FoodTech, social media, investments and trading platforms, and financial help services.

Client 14, an InsurTech startup, just signed with me this week. I am most excited to get exposure to AWS IoT Core.

My goal was to keep myself busy 20 hours per week in my “semi-retirement”. I easily met this goal.

All of my clients were on AWS. Not a single client was on Azure or GCP.

Languages and platforms used were mainly C#/ASP.NET Core and Typescript/NodeJS.

Databases were split between MySQL, SQL Server, Postgres, and Mongo.

JIRA, Confluence, and Slack were other tools that were heavily used.

I am really looking forward to 2020. All in all, I am happy with my decision to leave the BigCo environment, and devote my time to helping small companies get to the next stage.

#cto #startupcommunity #ctosummit #startups

Creating an MVP with Limited (or no) Budget

Marc Adler

CTO as a Service

On almost a daily basis, I receive email from non-technical startup founders who are looking for a CTO. A good percentage of these founders have little or no money to devote to their startup, but they have a dream, which is always the first step.

The solicitation from these founders usually starts off with “I am looking for a technical co-founder, but I can only pay with equity for now.” I wish that I could devote a slice of my time to assist each and every one of these founders, but in reality, I do not work for equity anymore. I would gladly give my technical advice for no charge for certain social causes that I believe in, but my current business model is to charge an hourly rate or a monthly retainer.

Do they need a CTO right now? Do they need a technical co-founder at this point? This is one of the most popular questions that I get at my monthly Startup Lean Coffee meetup.

First, the startup founder needs to consider what they are going to build as a first step. Are they looking to create a Minimum Viable Product (MVP)? Or are they looking to develop the complete working product? The MVP can have just enough functionality in it to prove out the idea and to attract further investment. Depending on the answer to this question, they may want to bring in an experienced technologist for just a few hours to sketch out what the technical architecture will look like.

Most of the time, they just need someone to code the MVP. If they have enough budget, then they could use a CTO-type advisor like myself to guide them through the technical aspects of creating their application and pitching the MVP to investors. But, often time, they need some coding help that can be paid for in equity rather than in cash.

If you are a startup founder with a limited budget, and you need to develop your MVP, don’t despair. There are a number of routes that you can take to develop a basic MVP that is designed to attract more investment.

Strategies for Creating the MVP

Low-Code/No-Code

In order to test out the viability of your idea, you can create a “demonstrator” of your idea. This demonstrator can be as simple as a few web pages stitched together, using fake test data that is stored in a few files on your computer.

No-code or low-code development environments have been around for many years. These platforms let you drag-and-drop visual elements onto a canvas, and create a fully-functioning webpage. You can create a number of pages and hook them together through various kinds of user interactions, such as clicking on a link or a button.

The nice thing about these platforms is that you do not have to code anything yourself (or, perhaps, very little coding may be needed if you need more complex functionality). Some of the platforms will let you automatically integrate with various third-party services. You may want to hire a graphics designer to create some custom artwork that you can incorporate into your demonstrator. You may want to consider hiring a User Experience (UX) specialist to make sure that your application flows together in a logical and pleasing way. But you will not have to spend any money on hiring a developer.

Try to code up a demonstrator version of your product using a web-based design platform such as Balsamiq, Sketch, Figma, or InVision. A more advanced low-code platform whose popularity is increasing is Bubble. There are integration platforms such as Zapier that can be used to hook up various third-party services.

Teach Yourself How to Code

There is nothing like getting into the weeds and coding up what you want. Many people have taken a programming course or two in school and might be a bit rusty. If you have not learned how to code, there are courses that you can take at local community colleges, night schools, and online. For example, Udemy has a course in Introduction to Programming. Other MOOCs like Udacity and edX have additional courses. If you want to self-pace yourself and get a wide variety of content, I like Pluralsight.

The courses mentioned above are fairly inexpensive. Once you learn to code, you don’t have to pay another programmer, unless you need some sort of special skill.

Approach a Recent Bootcamp Graduate

There are many coding bootcamps that new programmers go to in order to get intensive training in coding skills. These bootcamps, like Flatiron School or General Assembly, often last for several months and teach the new coder a wide variety of technical skills. The bootcamps will try to find their new graduates a programming job, but these graduates often face the chicken-and-egg problem – many companies want to hire developers that have some amount of experience, but how does one get that experience?

These graduates are hungry for some experience that they can put on their resume. They might be receptive to an equity-only arrangement for a few months while coding up your MVP. There is nothing like having the satisfaction of bringing up a website and saying “I wrote this”.

My only word of caution is that these graduates learned a lot of new technologies in a short period of time, without much practical experience in applying what they learned. Be wary of “resume-oriented development” where the new graduate will want to use a certain technology because they want it on their resume. An architecture and/or code review by an experienced CTO will help identify inappropriate technologies that might come back to bite you later.

Use an Offshore Contractor

You can usually find an independent coder in countries like Russia, India, and Vietnam who charge a fraction of what you would pay a developer in the USA or England. You can find good developers for as little as $20 per hour, or you can negotiate a fee that is outcome-based. 

How do you find these developers? There is the ever-popular CraigsList, which I personally would never use, as you are subject to being contacted by lots of scammers. You can contact a local college and post something on their job board. Recently, a number of platforms have emerged where freelance developers advertise their availability while you advertise your project.

A popular platform for finding these types of coders is Upwork. You post your project on Upwork, and you get “proposals” from developers who are interested in working on your project. After examining all of the proposals and interviewing the various developers, you pick the developer who you would like to work with. Developers who have done projects before through Upwork are rated by their customers (and the developers also rate their clients).

One word of advice – Upwork takes a certain percentage of your payment to the developer. This percentage decreases as the developer bills more hours to your project. Keep in mind that the developer will not receive 100% of your fee, so you may want to adjust your fee so that the coder gets a fair wage.

Incubators and Accelerators

There are various incubators, accelerators, and Angel Investment funds that will fund you if they like your pitch. In New York City alone, there are probably a few hundred of these types of places that you can go for some initial funding. There are giant incubators and accelerators, like Techstars and Y Combinator. Many startups apply to these incubators, and the acceptance rate is very low. There are more boutique accelerators like Brooklyn Bridge Ventures. If you are a woman-owned startup, and especially a minority woman-owned startup, then Pipeline Angels is a great place to consider. And some universities, like NYU, have their own accelerators that are designed to fund their graduates.

I help run the Startup Lean Coffee monthly meetup at Betaworks Studios in New York. Betaworks is a space where entrepreneurs gather and exchange ideas about their startups. They also host almost nightly meetings for the startup community.

Some of these accelerators will want to see a senior-level tech person that you are associated with before they will give you funding. Techstars is well-known for this requirement. If you need to have that kind of CTO-like person involved with you when meeting investors, then this is a service that CTO as a Service can provide.

Grants

There are a number of grants available at the state or local level for certain startups. These grants usually come with no strings attached. You do not have to give away any equity in exchange for these grants. Of course, there is a lot of competition for these kinds of grants, and they are usually awarded to startups that are working on ideas that will improve society in some way.

Final Words

If you are a startup founder who has a great idea, then congratulations …. you have taken your first big step. Even if you do not have any money right now to take your idea to the next step, there are several different avenues for you to pursue in order to develop your MVP for little or no money. Some of these avenues will require you to spend a little bit of money, and you may be able to get that money through your savings or through Friends-and-Family investments. Some of these avenues will require you to give up some equity.

No matter which route you decide to take, make sure that you always have a senior technical person who is watching out for your interests by your side during the early stages.


CTO as a Service has over 30 years of writing systems, leading development teams, and doing architecture reviews. Please consider CTO as a Service to be your senior technical advisor on any projects that you might develop.

Marc Adler

CTO as a Service

November 2019


Thanks to Kathy Keating, George Sudarkoff, Dave O’Flynn, Glenn Proctor, and Adrian Howard for their suggestions.

Startup Founders – Questions to Ask Offshore Dev Shops

Marc Adler

CTO as a Service

(Note: This article is written for the non-technical founder of a potential startup. Nevertheless, the questions listed below can be useful for even the most experienced IT executive who is in search of a new remote development shop. In addition, the article assumes that the founder is based in the USA.)

So, you have decided to break free of corporate life and pursue that dream of turning your big idea into a startup company.

Congratulations !!!!!

In all likelihood, you are not a technical founder. You may have taken a few programming classes in college, or maybe you even spent a few thousand dollars and went to one of those Coding Bootcamps that teach you how to code in 8 weeks. But, in reality, you probably don’t trust yourself to sit there and write an app that will be the lifeblood of your startup.

You have probably squirreled away a bit of money from each paycheck in order to live your dream one day. You may have even gotten some friends and family to chip in a few dollars. You might quit your day job to devote full time to your new startup, or perhaps you will still work that job while waiting for the app to be developed.

So, what are your next steps?

Hopefully, you will have “rented” a CTO for a while … someone like me … to guide you through your next steps. After all, you will need someone very technical who represents your interests so that you will not end up with nasty smells in your shiny new app. 

(Read this article about code smells and remote development teams.)


Building Your MVP

Even if you don’t have an interim CTO, you still need someone to develop your app. Most startup founders will develop an MVP, which is short for Minimum Viable Product. This is a lightweight version of your full app which is designed to provide the necessary functionality while whetting the appetite of potential investors.

You hopefully have at least $50,000 in funds which will be used to develop the MVP. That amount is the finger-in-the-air estimate that I always give to my clients. You probably want a web-based version of your app, as well as a mobile version (iOS and, possibly, Android).

The more that you can do yourself, the more you will be able to devote to the development costs. For example, you might try to write up the business and functional requirements yourself. Instead of sketching out your wireframes using pencil and paper, you might want to use an online design tool like Sketch, Figma or Balsamiq to draw out the entire user experience.

You have your idea for an app, you have some idea of how the app might look, you have your business and functional requirements written down, you might have a technical architecture, and you have some money. The next step is to get some people to actually code up the app and set up the infrastructure that the app will run on.

What Kind Of Developers Do You Need?

The most important developer that you need is the backend or server-side developer. This is the developer who will be interacting with the cloud infrastructure (assuming that you are not going to buy your own servers and that you will use a cloud provider like Amazon Web Services, Google Cloud Platform, or Microsoft Azure). This developer will develop the data models, the corresponding database schema, and will interact with a database platform like Postgres, MySql, SQL Server, or MongoDB. The backend developer will write all of the business logic of the application, will develop REST-based APIs (so that other developers can interact with your application), will handle authorization, authentication, logging, and monitoring.

As you can tell, the backend developer is the real workhorse. Their knowledge has to span multiple technologies and different layers. They will hopefully have direction from your interim CTO, who is hopefully a very technical CTO that has architected your system. The backend developer may present some key person risk, because if that developer leaves your project, then it may take several weeks to train a new backend developer on the codebase.

If you have enough funding, it is desirable to have two backend developers who can divide the sever-side tasks equally among themselves. This also will alleviate some of the key person risks, but only if the two developers do not work in complete isolation. 

The other half of the equation is filled by the frontend or User Interface developer. This is the developer who writes the visual interface of your app. They have to know technologies such as HTML, stylesheets, and they may develop with technologies like AngularJS and React. They have to write REST API calls to fetch information from the app’s backend and present the data to the user in a pleasing way. The frontend developer might be called on to develop the User Experience (often called the UX), which is the overall flow of how a user interacts with your application.

Ideally, the frontend developer can write code for both a browser-based user interface and a mobile interface. You want to find a frontend developer who has the cross-platform experience, and who knows the ins and outs of iOS and Android. They might know technologies like Xamarin and React Native.

There are other players in the development process that you might end up needing.

First, there is the QA Lead. You want someone really going through your entire app, workflow by workflow, before you release the code to the user community. Developers can try to write automated tests, but these tests will only provide a little bit of coverage. You, as the founder, can do the testing yourself, but an experienced QA Lead will know all of the hotspots to explore in an app.

Second, you may need a graphics designer. You cannot expect your frontend developer to be a graphic artist as well. Who is going to design all of those icons, who is going to come up with a good color scheme, who is going to draw all of those custom images? A good development shop might provide you with a graphics designer that will be on call.

Third, you may need a local project manager. You hope that the two developers (and maybe the QA Lead) can manage themselves. You might even want to manage the project yourself at the beginning. And your rented CTO might do the same, although he might be overpaid for that job. As the founder of a startup, your main job is to build your company and raise additional funds, so project management might not be worth your time.

Fourth, if your application is going to be doing any kind of recommendations, or you are thinking about Machine Learning in order to improve those recommendations, you may want to hire a data scientist.

Lastly, a development company might try to upsell you the services of their own CTO, CIO, or Chief Architect to do code reviews of their own developers. This might be good, but you should always have someone on your side to do this, someone who is vested in the success of your startup.

The Money Part

Let’s assume that you have $50,000 that you are devoting to the remote development shop to develop the MVP of your app. How will you spend that money?

Let’s do a bit of math.

My finger-in-the-air estimate is that a proper MVP will take 3 to 4 months to develop. This means that you have around $12,000 to $15,000 to spend each month, which translates to about $3000 per week. If you divide that $3000 into two developers, this means that you are spending around $1500 per week for each developer, or $300 per day. This is about $35 to $45 per hour for a developer.

Where are you going to get a really good developer for $35 an hour?

Most USA-based development shops will charge at least $75 per hour. Many of the really good shops that I have worked with will not take a client unless that client spends at least $30,000 a month with that shop. With your current budget, this means that you will only be able to use that development shop for about a month and a half.

You can go to an online job platform such as Upwork, which is a platform for individual developers to connect with companies that need development services. These developers usually work remotely, and you would have to coordinate all of the various individual developers that you obtain from Upwork. You would also need to be able to properly vet these developers yourself.

You can try to hire someone locally, but in all likelihood, you might be getting a student or someone with a not-so-great track record. Even recent college grads can make way more than $35 per hour. To be honest, I might be a bit suspicious if someone local was to charge $35 per hour.

Your final choice is to use a remote development shop, one that is probably in a country like Russia, Ukraine, Belarus, Poland, Romania, Colombia, Costa Rica, and Vietnam. These development shops will be fully-stocked with the talent that you need, at the price that you need. You can easily find a good senior-level developer for about $5000 per month.

Now that you have decided to explore the possibility of hiring a remote development shop, how will you choose among the thousands of them out there, all with seemingly the same kind of talent? How will you, as a non-technical founder, be able to properly choose among all of the companies who are answering your call for help?

Hopefully, your rented CTO will help a lot and will ask the hard questions to each of the shops. But, if you want to do it yourself, you have to be prepared with a list of questions that you want to ask each of the shops.

Interview Questions for the Remote Dev Shop

And now we come to the gist of this article. Below are the kinds of questions that I will ask the various remote development companies in order to help my client build an app.

Price

  • What are your costs for staff?
    • by skillset (developer, QA, UX/UI, Project Manager)
    • by skill level (senior, junior, mid-level)
  • Will you work on an outcome basis, or are you strictly hourly?

Of course, the price is the main make-or-break decision here. Startups have a limited amount of funds. 

We cannot hire a development team that is outside of our budget. No wiggle room here. We need the best talent for the least amount of money.

If the price is right, we can move on to the rest of our questions. If not, then we might come back to you for another project when we have more money.

Location

  • Where is your company based?
  • Does a development team use developers that are located in different offices? Or will a development team always be located in the same office?
  • Will your developers work USA hours? What is the overlap with the East Coast/West Coast of the USA?
  • Can your developers attend online dev team meetings a few times per week?
  • How fluent in English are your developers? How do you manage the issue that we get a great developer who is not fluent in English?

The choice of location is important for two main reasons: collaboration and cost. 

You need to decide if you are going to want to be in direct contact with the developers of your application, and whether the outsourcing company will even allow that kind of access. If you have a small development team, you (or your CTO) are going to want to have regular development meetings with the team. The team will feel more connected with your product and may do a better job if they were to see and hear the person who is actually the brains behind the product. You can use the development meetings to clear up any issues and to clarify what you expect in case there are any misunderstandings.

If you are located in California, and you hire a team in India, then you will hardly overlap with the working hours of the developers and you may find it difficult to schedule regular team meetings. However, if you are on the West Coast and get a team that is based in Latin America, then it will be much easier.

You might be able to benefit from a country whose currency is weak against your own currency. You want to make sure that you stay around that $35-$45/hour figure, and you might be able to strike a better deal if you can pay a company in their local currency, even after the currency conversion costs. Even if the development shop quotes their prices in US dollars, you might be able to negotiate a better price if the US dollar is strong against the other currency.

Staffing

  • Are the developers hired as full-time employees of your company, or do you hire on an as-needed basis?
    • If you hire on an as-needed basis, do you use local talent, or do you go to platforms such as Upwork?
  • How many developers do you have, and what is the (technological) composition of your staff?
  • How much turnover do you have?
    • If a developer is in the middle of a project for a client, and that developer leaves, how do you determine how to backfill?
    • If we hire a mid-level developer, and they leave, and the only person on your bench is a senior developer, would you backfill with the senior developer and charge the client the rate that they were paying for a mid-level developer?
    • If a developer leaves, how much downtime could the project expect?
    • What does your bench look like?
  • How do you hire your developers? What does the screening process look like?
    • How do you determine the various levels of developers? (Senior, mid, junior)
  • Is a developer assigned to multiple clients or to just one?

I want my clients to have the perception that their remote development team is no different than having an onsite team of full-time employees. This means that the team is stable, is stocked with the skill set that we need, experiences very little turnover and that all parts of the team are working as one cohesive unit.

Ideally, I want the same developers to stay with the project during the full lifecycle. I expect a developer to work a full day on my project, and I don’t want that developer to multitask between different clients. I want the developer to be totally dedicated to what I am building.

I like to use remote development companies that have relatively low turnover. In the case of turnover, I want to see the departing developer do knowledge transfer, and for the new developer to take over in a seamless fashion. To get a sense of what it is like to work for the remote development company, I might check websites like Glassdoor in order to see what the developers are saying about their company.

Skillset

  • Do you have UX experts on your staff? 
    • Could we see examples of UXs that they have designed?
  • How do your developers keep up to date with the latest technology?
  • How do you determine what new skillsets to invest in and support?
  • How do you build and maintain centers of domain expertise?

At the beginning of this article, I talked about the various roles that I may need for a project. I want to make sure that the remote development shop has a wide variety of skills available on an a la carte basis, even if I don’t need those skills right now.

Most importantly, I want to make sure that the application that I build is not only visually pleasing but has a workflow that makes logical sense So, I might ask to bring on a UX or UI expert for a little while during the project.

Company Reputation

  • What makes your development company different than the others?
  • If I were to go to a review site like Clutch, what would I expect people to say about your company?
  • If you deliver a product which is buggy, what are your policies around make-goods?
  • How many customers have you had? How many do you currently have?
  • Can we get references from your past customers?
    • Can we talk to former customers?
  • We would like to retain all IP rights for what you have developed for us. Do you have any issues with that?
  • We would like total secrecy surrounding our startup. Will you agree to not tell your potential customers about us?

There is nothing like hiring a company that has delivered successful products with a minimum of fuss. To that end, try to find out as much about that company as possible. Look on sites like Clutch and Glassdoor for comments about the company. Try to join some startup-oriented Slack channels and see what others have to say. If the company has a USA-based sales office, try checking with their local Better Business Bureau.

Will the company take pride in their work? If so, they might offer some type of guarantee on the quality of their work. You may want to see if they will fix bugs for no cost for a certain period after the delivery of the MVP.

The Software Development Process

  • Do your developers have experience in developing an application like the one we are giving you?
  • Can we interview each developer before they start?
  • Are there any tools that we need to provide your developers?
    • Do you provide your own licenses for your internal development needs?
  • How much technical input do you need from your client in order to start developing?
  • Will your client have direct access to the developers?
    • If not, then does your client have to pay for a Project Manager?
    • What is your preferred method of collaboration?
    • Does a client absolutely need a project manager from your company? Can we manage the project by ourselves?
  • How do you ensure that a developer does not create key-person risk and use a technology that is relatively little-known?
  • Do you do code and architecture reviews of your developer’s projects to make sure that they are maintaining sufficient quality?
  • If the client has a CTO or Chief Architect, can they do the code reviews? And what is your policy if they find major problems?
  • How do your developers document their work?
  • Do we receive the source code once you are done?
  • We would like the developers to use our Github repo. Is there any problem with that?
  • What development practices do your developers like to use?
    • What development methodology do your developers prefer? (Scrum, Kanban, etc)
  • How do your developers fit into the software lifecycle (do they push all the way to live, or does that come back to our company)?
  • Who is responsible for infrastructure (design, changes, maintenance)?

Now that you have determined that the cost is affordable, the location lines up with your time zone, the development shop is reputable and can supply the necessary skillset that you need to develop your application, you now need to determine how you will be interacting with them on a day to day basis.

It helps to have a development team that is familiar with the domain that your app will cover. For example, if you want a stock-trading application to be written, it would be beneficial to have developers who are familiar with the domain (ie: what is a stock, what is a trade, what is an order, connectivity to an exchange or to a clearinghouse), and with the technologies that will be used to implement the application (ie: MongoDB, real-time messaging, WebSockets, etc). If the remote development shop does not have developers available with the necessary knowledge, how long will it take the development shop to recruit that talent? If training is required, are you responsible for the training, or is that an expense that the development shop will bear.

Will you have the opportunity to interview a pool of developers (or, at least, look at their resumes) for your team? Or will the development shop give you the team? Sometimes it might be best to let the dev shop handle the choosing of the team because there might be existing synergies in place. It might be a group of people who have already worked together to build successful products. At the very least, I would want to look at the resumes of each of the developers.

Software licensing costs can be huge. Because most applications are developed on the cloud using PaaS (Platform as a Service) and SaaS (Software as a Service), your licensing costs for commercial software can be part of the cloud vendor’s charge. But what if you had a specialty piece of software that you need to install on your cloud-based server? Do you need to purchase a license for every developer?

You should have direct contact with the developers on your team. Be wary of any development shops that insist that your only interface with the developers is through a paid project manager. You also want to have weekly meetings with the entire development team, using a collaboration method like Skype, Google Hangouts, or Zoom. You may want to invite the developers to a special Slack channel that can be used for real-time collaboration.

The source code should be available at all times through a cloud-hosted source control repository, such as GitHub, GitLab, or BitBucket. All code should be well documented in English, and the code should be unit tested.

Some remote development companies will offer the free services of a CIO or senior-level Architect to ensure that the code and architecture are of high quality. Even though some startups consider their MVPs to be throwaway efforts, I like to preserve as much code as possible.


The list of questions that this article contains is only a small portion of the questions that a trained senior technologist will look for when evaluating a remote development company. CTO as a Service has over 30 years of writing systems, leading development teams, and doing architecture reviews. Please consider CTO as a Service to be your senior technical advisor on any projects that you might develop.

Marc Adler

CTO as a Service

September 2019


Thanks to Andrew Cherry for reading an early version of this document.

The AWS Messaging Stack – SQS, SNS, Kinesis

Executive Summary

There are two main use cases for considering messaging in most applications – lightweight eventing and messaging between components, and processing large streams of data. If you are using AWS as your main platform, it makes sense to consider using AWS-native platforms to handle the messaging. For the case of simple peer-to-peer messaging, where the exact order of the messages is not mandated and a single application has to be notified, SQS is a good solution. It is easy to set up and manage, and it can be used to perform a simple event notification or be used in a request/response paradigm. For the case where a number of applications have to be notified of an event, SNS is a good solution, as it supports the concept of topics. SNS can be used to deliver notifications to a wide variety of notification mechanisms (email, SMS, Lamba, REST), and can interface with SQS queues for notifications to individual applications. If your application has a use-case where it needs a heavy amount of streaming, then Kinesis is an easy-to-use streaming platform for processing large streams of data. Kinesis Analytics can be used to perform Complex Event Processing, and to find interesting events within the streaming data. For what most applications need, Kinesis is preferable to Apache Kafka because it is easy to set up and administer, and you will avoid many of the operational complexities that usually plagues a deployment of Kafka.


SQS (Simple Queuing Service)

SQS provides the most basic way to perform interprocess communication – a simple queue. With SQS, you simply send a piece of data (a Message) into the tail end of the queue. One or more consumers will read messages from the front of the queue. If there are multiple consumers reading from the same queue, then any one of these consumers can receive the message that is at the front of the queue. The message is delivered once and only once to a single consumer.

SQS comes with two different kinds of queue. The Standard queue imposes no ordering of messages. The Fifo queue, which is only available in certain AWS regions, will guarantee ordering of the messages within the queue.

Polling

There are two different was that an SQS consumer can poll for messages. The first way is short polling. In this scenario, a consumer will look at the queue, read any messages that are in the queue, and then will return. If there are no messages in the queue, then the short-polling consumer will return immediately. The other way is to do long polling. In this scenario, the consumer will wait for a number of seconds for messages to appear in the queue.

Since AWS charges you for each SQS request, it may be more economical for your consumer to do long polling, since there will be fewer requests if messages are put into the queue on an infrequent basis.

Messages

A Message contains a payload, which can be any amount of data up to 256K bytes. A message can also contain custom attributes, which are name/value pairs. When a message is placed into a queue, it can have a non-zero Time-to-Live (TTL). If the message has sat in the queue without being consumed, and its TTL has expired, then the message is automatically deleted from the queue. 

If you want to have messages up to 2GB in size, AWS has a Java-based library that uses S3 as the message storage.

Scaling

You can have Cloudwatch monitor certain metrics of a queue and automatically scale out by adding additional instances.

aws autoscaling put-scaling-policy –policy-name my-sqs-scaleout-policy -–auto-scaling-group-name my-asg –scaling-adjustment 1 –adjustment-type ChangeInCapacity

JMS

The JMS way of programming is available for SQS. Amazon distributes a library called the Amazon SQS Java Messaging Library, and it supports using SQS as the JMS messaging provider. However, it is only available if you are programming in Java, which leaves the C# and NodeJS developers out in the cold.


SNS (Simple Notification Service)

SNS is a way to send a message to a topic and then route the message to a number of notification mechanisms. The message can be routed simultaneously to one or more destinations. The destinations include:

  • HTTP REST endpoint
  • AWS Lambda Function
  • SQS queue
  • Email
  • SMS

Unlike SQS, SNS does not have a dead-letter queue where it routes undeliverable messages. SNS is basically a fire-and-forget mechanism.

SNS messages are pushed to the destinations. The destination consumer does not have to worry about polling for messages.

In the SBS world, the RUN Event Dispatcher (RED) has some of the same functionality as SNS.

SNS-SQS Integration

You will notice that one of the delivery mechanisms that SNS supports is to push a message into an SQS queue. On the other side of the queue could be an application that can read the message and take some action. 

You can even push the single message to multiple SQS queues in order to execute some tasks in parallel.

Kinesis

IMPORTANT NOTE- Kinesis Streams is not available for the AWS Free Tier

Kinesis is the preferred hosted streaming platform for AWS. It differs from SQS and SNS in that Kinesis feels comfortable ingesting continuous streams of data, such as a stream of real-time stock quotes or a stream of signals from millions of IoT devices.

A Kinesis stream is subdivided into shards. Each shard can process a stream of data in isolation of other shards. This provides a degree of load-balancing. Each piece of data can contain a “partition key”, which directs that piece of data to be processed by a specific shard. 

Each Kinesis consumer has a shard iterator which is used to read data from the stream. In this sense, Kinesis is similar to Kafka. Since data is persisted in the stream, a consumer can retrieve data from the beginning of the stream. This supports the concept of “late joiners”, in which a new subscriber can retrieve all of the events that they might have missed. A side benefit of this is that it is easy to replay data for various testing scenarios.

Consumers run of EC2 instances. You can auto-scale consumers by hooking Kinesis up to Cloudwatch, and adding additional EC2 instances dynamically when needed.

Kinesis Analytics

AWS has a service that works with Kinesis that allows you to perform queries on the data in the stream as that data passes through the stream. This service is called Kinesis Analytics, and it gives Kinesis the kind of Complex Event Processing (CEP) capabilities that systems like Streambase and Esper have.

Kinesis Analytics uses a dialect of SQL to perform processing. You can use this capability to detect certain conditions and generate events, or use can use this capability to enrich or transform the data.

The streaming SQL code below detects a condition where the change in a stock price is over 1%. If this condition is detected, an event is generated and put into another stream. A consumer of the other side of this new event stream can send a message to a user or trigger some sort of algorithmically-based trade. 

CREATE OR REPLACE STREAM “INTERESTING_STOCK_EVENT_STREAM” 

    (ticker_symbol VARCHAR(4), sector VARCHAR(12), change DOUBLE, price DOUBLE);

CREATE OR REPLACE PUMP “STREAM_PUMP” AS 

   INSERT INTO “INTERESTING_STOCK_EVENT_STREAM”

      SELECT STREAM ticker_symbol, sector, change, price 

      FROM   “STOCK_QUOTE_STREAM”

      WHERE  (ABS(Change / (Price – Change)) * 100) > 1;


Apache Kafka

An alternative to the AWS-hosted messaging systems mentioned above is to provision your own EC2 servers and install and run Apache Kafka on those servers. 

I will not talk about the technology around Kafka here, as this has been discussed elsewhere. But I will talk about the differences between using Kafka on AWS and using one of the native AWS platforms.

Several articles point to Kafka being more performant that Kinesis for very high-throughput use cases. But if your application does not have the amount of streaming data that would compel you to use Kafka, then Kinesis is a simpler platform to use.

Some Pros for Kinesis

  • Managed service
  • Removes operational headaches and costs
    • Tuning Kafka can be a challenge, and Kafka engineers are difficult to find
  • Costs can be lower than Kafka for a similar environment
    • With Kafka, you need hardware for the instances, for Zookeeper, for replication, and for data storage for retained messages
  • Fits into the rest of the AWS stack seamlessly
  • Consolidated monitoring via AWS CloudWatch
  • Elasticity – we can bring up Kinesis when we need it.
  • Scale-out transparently at times of heavy usage
  • Kinesis Analytics add-on
  • We avoid the fragile nature of the integration of Zookeeper and Kafka

Some Pros for Kafka

  • No vendor lock-in
  • Wide support for C# clients
    • Most Kinesis APIs are Java-based
  • We do not have to pay for Kafka, but we would have to pay for the EC2 servers that host Kafka
  • Kafka SQL gives Kafka some of the same capabilities as Kinesis Analytics
  • Since Kafka is open-source and part of the Apache project, we have visibility into Kafka (bug fixes, roadmap)
  • Supports wildcard subscriptions
  • Integrated with other Apache projects like Spark, Storm, and Samza

As a happy medium between performance and a full-managed service, we can consider using a completely managed Kafka service that runs on AWS. This service is run by Confluent, who is a consultancy that specialized in Kafka and was founded by the original Kafka developers at LinkedIn.

 

Comparison

FeatureSQSSNSKinesisKafka
Native AWS ServiceYYYN
Chargeback modelPer-request plus data egressPushes and deliveries. Different pricing for different delivery methods. Shards per hour N/A
     
Push vs PullPullPush  
Max message size256K 1 MBConfigurable, but defaults to 1MB
Max message throughputUnlimited for standard queue300 tps for FIFO 1000 PUT records per second per shard1 MB/sec input and 2 MB/sec output per shard 
Message delivered to multiple consumers?N YY 
Message order preserved?Only in FIFO queues NY 
Durable messages?Messages are stored on multiple servers Y 
Replay of messages?NNYY
Data retention60 seconds to 14 days1-14 days (if not deleted)1-7 days
Wildcard subscriptions?N   
Max queue depth120K in-flight messages20K for FIFO queues  N/A N/A
Dead-letter Queues?Y N 
Encryption?Y Y 
     
ScalingTransparently auto-scale through CloudwatchTransparently auto-scale through CloudwatchYou can increase the number of shards used but you need to pre-provision the shards 
     
Monitoring through Cloudwatch?Y Y Y 





Language support for APIsC#, C++, Java, NodeJS, Python, Ruby, PHP, GoC#, C++, Java, NodeJS, Python, Ruby, PHP, GoC#, C++, Java, NodeJS, Python, Ruby, PHP, GoC/C++, Python, Go, Erlang, .NET, Clojure, Ruby, NodeJS, Perl, PHP, Rust, Java, Scala, Clojure, Swift

Comparison of Kafka vs Kinesis

FeatureKafkaKinesis
Storage of MessagesAs much as you want. On the cloud, you pay for storage.24 hours by default. Up to 7 days with a config change
Ordering of MessagesPartition levelShard level
Message Delivery SemanticsKafka guarantees at-least-once delivery by default. Kafka supports exactly-once delivery in Kafka StreamsKinesis Data Streams has at least once semantics
ReplicationUse Confluence’s MirrorMaker to replicate a topicAll message automatically replicates to all 3 availability zones
ScalingAdd more partitions to a topicAPI call to increase the number of shards
Partition/Shard ModificationIncrease only and does not repartition existing dataRe-shard by merging or splitting shards
Partition/Shard LimitationNo limit. Optimal partitions depend on the use case500 shards in US East (N. Virginia), US West (Oregon), and EU (Ireland) regions. 200 shards in all other regions.
SecurityEither SSL or SASL and authentication of connections to Kafka Brokers from clients; authentication of connections from brokers to ZooKeeper; data encryption with SSL/TLSData can be secured at-rest by using server-side encryption and AWS KMS master keys on sensitive data within KDS. Access data privately via your Amazon Virtual Private Cloud (VPC)
ToolsKafka Connect – gets data in and out of Kafka.

Kafka Streams – stream processing of the data that flows through Kafka.
Video Streams

Data Streams

Data Firehose

Data Analytics
MonitoringYammer Metrics for metrics reporting in the serverAWS CloudWatch and CloudTrail
LimitationsDefault is 1MB per message, but can be changed
Message size is limited to 1MB.

You can only get records 5 times per second and up to 2MB per shard.

Need to add more shards (at an additional cost per shard) to scale.
DependencyZooKeeperDynamoDB
PricingPer node

No concept of elasticity
Per shard hour
Per storage after 24 hours
Per PUT request

Shards are elastic, so you can decrease shards during slow periods

Writing a Redis Module on the Mac

You can extend the functionality of your Redis 4.x installation by writing custom modules in C using the Redis Module SDK. Since Redis 4.x is only available on Unix-based systems, you need to write your Redis modules on a Unix-like system such as MacOS and use compilers like gcc. (Redis for Windows is only supported up until Redis 3.2.) Your Redis module must be a Unix shared library. This shared library can be loaded into Redis when Redis is first started or can be loaded dynamically into an already-running instance of Redis.

I have attempted to document the process of writing a Redis module using gcc and using Visual Studio Code as my development environment. The example shown below comes right out of the Redis Module SDK.

Note that the Redis Module SDK is still under development. For example, it does not yet have an API that supports SET-based functions.

Prerequisites

Make sure that the Gnu gcc compiler is installed on the Mac. Open up a terminal and just enter the command

gcc

Open Microsoft’s Visual Studio Code. It’s helpful to install the official Microsoft C/C++ extension. 

Download the Source

Clone the Git repo for the Redis Module SDK. The main Github site is here. In a Terminal window, navigate to the directory where you want the Git repo to be downloaded to. Then enter the command

git clone https://github.com/RedisLabs/RedisModulesSDK.git

Modify the Source

After the source code is downloaded, edit the file rmutil/sds.h and change line 82 to

#define SDS_HDR_VAR(T,s) struct sdshdr##T *sh = (struct sdshdr##T*)((s)-(sizeof(struct sdshdr##T)));

(Change the “void*” to “struct sdshdr##T*” in order to silence the Mac’s gcc compiler)

Build the Source and the Example Module

In the Terminal, go to the root directory of the Redis Module SDK, and just enter the command

make

This will build the single library (librmutil.a) that you need to link your custom modules with. It also builds the example that comes with the Redis Module SDK. It will also build the shared library (module.so) that is the custom module that you will load into Redis.

Using Visual Studio Code

Run Visual Studio Code. Open the main directory that the Module SDK is in. We need to create JSON-based configuration files that tell Visual Studio Code how to build the application and how to run/debug the application. These configuration files go into the .vscode subdirectory under your project.

The tasks.json file will tell Visual Studio Code how to run the make command.

To run the example, you need to launch the command

/usr/local/bin/redis-4.0.6/bin/redis-server –loadmodule ./module.so

launch.json

{
 "version": "0.2.0",
 "configurations": [
   
     "name": "(lldb) Launch",
     "type": "cppdbg",
     "request": "launch",
     "program": "/usr/local/bin/redis-4.0.6/bin/redis-server",
     "args": ["--loadmodule", "./module.so"],
     "stopAtEntry": false,
     "cwd": "${workspaceFolder}",
     "environment": [],
     "externalConsole": true,
     "MIMode": "lldb"
   
 
}

tasks.json

{
 "version": "0.1.0",
 "command": "make",
 "isShellCommand": true,
 "tasks": [
     
         "taskName": "Makefile",

         // Make this the default build command.
         "isBuildCommand": true,

         // Show the output window only if unrecognized errors occur.
         "showOutput": "always",

         // No args
         "args": ["all"],

         // Use the standard less compilation problem matcher.
         "problemMatcher": {
             "owner": "cpp",
             "fileLocation": ["relative", "${workspaceRoot}"],
             "pattern": {
                 "regexp": "^(.*):(\\d+):(\\d+):\\s+(warning|error):\\s+(.*)$",
                 "file": 1,
                 "line": 2,
                 "column": 3,
                 "severity": 4,
                 "message": 5
             
         
     
 
}

Running the Module

In Visual Studio Code, run the debugger. This will launch a copy of Redis with your new module loaded. You can put breakpoints into your module’s code and watch Redis execute the module.

While the debugger is running a copy of Redis, open up a Terminal and run the redis-cli program. In redis-cli, enter the commands:

127.0.0.1:9979> EXAMPLE.HGETSET foo bar baz
(nil)
127.0.0.1:9979> EXAMPLE.HGETSET foo bar vaz
“baz”
127.0.0.1:9979> EXAMPLE.PARSE SUM 5 2
(integer) 7
127.0.0.1:9979> EXAMPLE.PARSE PROD 5 2
(integer) 10
127.0.0.1:9979> EXAMPLE.TEST
PASS

Creating a Slackbot on AWS using Golang – Part 3 – AWS Lambda Functions

Marc Adler

CTO as a Service

In the previous article of the series, we created a Quote Alerter for Slack and AWS. The Quote Alerter will notify a user on Slack if the price of a stock went above or below a certain target price. The Golang-based code runs on AWS and uses a Postgres database on RDS in order to store all of the alert subscriptions and the list of current stock prices.

In this article, we will migrate the quote-checking logic to an AWS Lambda function.

(There is an article on the CTO as a Service blog that discusses using Lambda with Visual Studio Code and C#/.NET. That article has some good intro material on Lambda functions on AWS, so you are encouraged to glance over it if you have any basic questions about Lambda.)

Why migrate the Slack Stock Bot to Lambda functions? Mainly for illustrative purposes for this series of articles. In reality, there might be some relatively time-consuming business logic that you might want to take out of the main code path of an application and run asynchronously with a Lambda function. In the domain of equities and quotes, you might want to have a separate serverless function that will compute some Greeks and either store those values in a database, or enrich our Slack notification messages with those Greek values (like the delta and gamma).

In the migration path that we are going to undertake, we will just start off with a simple Go-based “Hello World” lambda, and then slowly drag in the parts of the Slack Stock Bot that we need in order to implement the alert mechanism.

The source code to this project can be found here

https://github.com/magmasystems/SlackStockSlashCommand

https://github.com/magmasystems/SlackStockSlashCommand-Lambda

Overview of the Migration

  1. Create a new Lambda Function using the AWS Lambda dashboard
  2. Create a new CloudWatch trigger that will cause the new Lambda Function to run
  3. Create a very simple Go-based Lambda using the Go/AWS SDK, and test it out
  4. Change the existing Slack Stock Bot code so that we can import packages from it easily
  5. Change the code to the new Lambda Function so that it replaces the ticker-based price break checking
  6. Deploy the new Lambda function
  7. Test the function by manually firing the CloudWatch event

Creating a New Lambda Function on AWS

The first step in the process is to create a new Lambda Function by using the AWS Lambda dashboard.

After clicking on the Create Function button, you will be presented with a form that you need to fill out with the information about your new function.

We call our new function priceBreachChecker. We make sure that the function has the Golang runtime installed, and we will use a previous execution role that we have set up. The execution role determines which AWS services the lambda function can access.

After creating the lambda function, we need to specify what kind of events will trigger the execution of the function.

Creating the CloudWatch Trigger

If you recall, the current Slack Stock Bot code creates an application-based ticker that will check for price breaches at certain intervals. This uses the Golang ticker package. At every tick, the code will call the quote service to retrieve all the current prices for the stock symbols that have alerts on them. It will then call some SQL that will ask the Postgres database to see which current prices have breached the price limits that were set up.

In order to simulate this ticker, we will use AWS CloudWatch events. You can set up CloudWatch to call a Lambda Function at regular intervals or on a cron-based schedule (ie: every weekday at 12:00 PM and at 5:00 PM).

Back in the Lambda dashboard, add a new trigger. Choose CloudWatch Events from the list of triggers on the left side of the page.

Now we need to set up the interval that the CloudWatch trigger will fire.

Click on the Add button. For the Rule Type, choose Schedule Expression, and use rate(60 minutes) as the expression. This will tell CloudWatch to fire the event every hour.

Click on the Add button. You will get confirmation that the new Lambda Function has been created.

Before we look at the CloudWatch dashboard, notice that there is a way that you can upload a ZIP file of your Go-based Lambda code. We will not be using this. Instead, we will be using the AWS CLI from within Visual Studio Code to deploy our code.

Changing the CloudWatch Trigger

Let’s look at the CloudWatch dashboard in order to verify that we have a trigger. On the left side of the page, find the Events / Rules menu item and click on it.

If you click on the name of the rule, you can see some further details.

Under the Actions button, choose Edit. You will see that there is a rule that controls the interval that the event will be fired. If you want to change the interval at which the Price Breach Checker will run, then adjust this interval.

You can also have this rule trigger additional Lambda functions. Let’s say that we have a separate price-fetching Lambda function for every different quote service we support. We can have this CloudWatch rule trigger each of the separate Lambda functions. If you want to do this, choose a new Lambda function, and click on the Add Target button.

Creating a Simple Go-based Lambda

The main docs on Lambda and Go can be found here:

https://docs.aws.amazon.com/lambda/latest/dg/go-programming-model.html

We need to download and install the AWS Lambda SDK for Go

go get github.com/aws/aws-lambda-go/lambda

Now let’s get busy with Visual Studio Code. We are going to create a new folder for our new Lambda function.

Creating Tasks for Visual Studio Code

We can create a list of tasks that Visual Studio Code will run to do the build and deploy of the Lambda function. In Visual Studio Code, go to Terminal / Configure Tasks, and edit the tasks.json file.

My tasks.json file looks like this:

{
   // https://code.visualstudio.com/docs/editor/tasks-appendix
   "version": "2.0.0",
   "tasks": [
       {
           "label": "Build",
           "type": "shell",
           "command": "go",
           "args": [ "build", "-o", "priceBreachChecker"],
           "options": {
               "env": {
                   "GOOS": "linux",
                   "GOARCH": "amd64"
               }
           },
           "group": {
               "kind": "build",
               "isDefault": true
           }
       },
       {
           "label": "Zip",
           "command": "zip",
           "args": [ "priceBreachChecker.zip", "priceBreachChecker", "appSettings.json"],
           "dependsOn":[ "Build" ]
       },
       {
           "label": "CreateAndDeploy",
           "command": "aws",
           "type": "shell",
           "args": [
               "lambda", "create-function",
               "--function-name", "priceBreachChecker",
               "--region",  "us-east-2",
               "--profile", "default",
               "--role", "arn:aws:iam::901643335044:role/service-role/woof_garden_canary",
               "--handler", "priceBreachChecker",
               "--runtime", "go1.x",
               "--zip-file", "fileb://./priceBreachChecker.zip"
           ],
           "options": {
           },
           "problemMatcher": [],
           "dependsOn":[ "Zip" ]
       },
       {
           "label": "UpdateAndDeploy",
           "command": "aws",
           "type": "shell",
           "args": [
               "lambda", "update-function-code",
               "--function-name", "priceBreachChecker",
               "--region",  "us-east-2",
               "--profile", "default",
               "--zip-file", "fileb://./priceBreachChecker.zip"
           ],
           "options": {
           },
           "problemMatcher": [],
           "dependsOn":[ "Zip" ]
       }
   ]
}

There are four tasks here.

One is the Build task, which compiles the Go code. Notice that we use two special environment variables that tell the Golang compiler about the platform that the code should be generated for.

“GOOS”: “linux”,
“GOARCH”: “amd64”

The AWS server that runs your Lambda function is a runs Amazon’s own version of Linux and runs Go code that is compiled to the amd64 chipset.

The next task will Zip up the compiled executable and the appSettings.json configuration file. AWS requires that a ZIP file contains the assets for your Lambda function. Notice that the Zip task has a dependency on the Build task, so if you run the Zip task, it will automatically do the build as well.

(Note: Instead of using a separate application settings file, you can set environment variables in the Lambda function dashboard, and then read those environment variables.)

The CreateAndDeploy task will not be used here, because we already created the Lambda function using the AWS Lambda dashboard.

The final task is UpdateAndDeploy. This is used to update AWS with new versions of the code. It will upload the ZIP file that was created by the Zip task. We made the UpdateAndDeploy task dependent on the Zip task so that the build. zip and upload processes can be done with a single command.

Writing a Sample Lambda Function in Go

We will create a simple Go package which will just echo the arguments to the log.

Here is the code:

priceBreachChecker.go

package main

import (
    "context"
    "fmt"
    "log"

    ev "github.com/aws/aws-lambda-go/events"
    "github.com/aws/aws-lambda-go/lambda"
    "github.com/aws/aws-lambda-go/lambdacontext"
)

func main() {
    lambda.Start(priceBreachChecker)
}

func priceBreachChecker(ctx context.Context, event ev.CloudWatchEvent) (int, error) {
    lambdaContext, _ := lambdacontext.FromContext(ctx)
    log.Println(fmt.Sprintf("In priceBreachChecker handler: context is %+v", lambdaContext))
    log.Println(fmt.Sprintf("In priceBreachChecker handler: event is %+v", event))
    return 0, nil
}

Notice the arguments for the priceBreachChecker function. There are several different function signatures for the entry point, and somehow, the AWS Lambda runtime is able to figure out how to marshal the various triggers to the functions. The CloudWatchEvent is the struct that contains all of the information that the CloudWatch trigger generates.

Testing the Lambda

The first step to testing out this simple Lambda function is to build it, zip it up, and deploy it to AWS. To do this, I ran the Zip and the UpdateAndDeploy tasks from within Visual Studio Code.

I went into the CloudWatch Event Rules and temporarily changed the trigger interval to 30 seconds.

Then I went into the CloudWatch logs and waited until the trigger fired. Here is what the log looked like:

Success!!! The two log messages that the function generated can be seen in the CloudWatch log.

(Don’t forget to change the trigger back to 60 minutes, or else your Lambda function will run every 30 seconds)

Packaging the Slack Stock Bot

Most programming environments support the use of packages. In the world of C#, we use NuGet to import third-party packages. In the Node.js world, people use npm, and Java, most developers use Maven.

When we write our new price-checking Lambda function, we would like to import the code from our existing Slack Stock Bot. We have seen that you can import packages from Github using the go get command.

Since our existing code is already up on Github, let’s import it:

go get github.com/magmasystems/SlackStockSlashCommand

Easy enough, right? But look at the various error messages that Go Get gives us. These error messages all look like this:

../../go/src/github.com/magmasystems/SlackStockSlashCommand/stockbot/stockbot.go:11:2: 
       local import "../configuration" in non-local package

What does this mean?

In the file stockbot.go, we have a bunch of imports that look like this:

import config "../configuration"

It seems that Go Get does not like any relative references in the code that it imports. By “relative reference”, we mean an import whose directory is relative to any other directory. These references usually start with the dot character, like “../” or “./”.

So what do we need to do? We need to find all relative references in the import statements in our code, and turn them into references into our Github repository.

import "github.com/magmasystems/SlackStockSlashCommand/configuration"

You can read more about this issue here.

Now that we have fixed all of these references, and we have checked the code back into Github, we can now run the command

go get github.com/magmasystems/SlackStockSlashCommand

Merging the Slash Command Code in with the Lambda

We will import the parts of the Slack Stock Bot package that we need.

When the Lambda function is loaded, the init() function is called. This is a feature of Go. The init function is the place where you can do one-time initialization.

In the init() function, we read the configuration information (we will need the webhook part of the appSettings), we create the Stockbot (which is the interface to the quote services), and we will create the AlertsManager (which does the checking for the price breaches).

When the Lambda function is triggered, we call the function to check for the price breaches, and for every breach, we notify the user through Slack.

We insert a number of logging statements, just so we can trace the running of the code.

package main

import (
    "context"
    "fmt"
    "log"
    "time"

    ev "github.com/aws/aws-lambda-go/events"
    "github.com/aws/aws-lambda-go/lambda"
    "github.com/aws/aws-lambda-go/lambdacontext"

    "github.com/magmasystems/SlackStockSlashCommand/alerts"
    config "github.com/magmasystems/SlackStockSlashCommand/configuration"
    "github.com/magmasystems/SlackStockSlashCommand/slackmessaging"
    "github.com/magmasystems/SlackStockSlashCommand/stockbot"
)


var theBot *stockbot.Stockbot
var theAlertManager *alerts.AlertManager
var appSettings *config.AppSettings

func init() {
    // Put any one-time initialization code here
    configMgr := new(config.ConfigManager)
    appSettings = configMgr.Config()

    theBot = stockbot.CreateStockbot()
    // defer theBot.Close()

    // Create the AlertManager
    theAlertManager = alerts.CreateAlertManager(theBot)
    // defer theAlertManager.Dispose()
}

func main() {
    lambda.Start(priceBreachChecker)
}

func priceBreachChecker(ctx context.Context, event ev.CloudWatchEvent) (int, error) {
    lambdaContext, _ := lambdacontext.FromContext(ctx)
    log.Printf("In priceBreachChecker handler: context is %+v\n", lambdaContext)
    log.Printf("In priceBreachChecker handler: event is %+v\n", event)

    checkForPriceBreaches()

    return 0, nil
}

// checkForPriceBreaches - checks for price breaches
func checkForPriceBreaches() {
    fmt.Println("checkForPriceBreaches: Checking for price breaches at " + time.Now().String())

    theAlertManager.CheckForPriceBreaches(theBot, func(notification alerts.PriceBreachNotification) {
        log.Println("The notification to Slack is:")
        log.Println(notification)
        outputText := fmt.Sprintf("%s has gone %s the target price of %3.2f. The current price is %3.2f.\n",
            notification.Symbol, notification.Direction, notification.TargetPrice, notification.CurrentPrice)

        slackmessaging.PostSlackNotification(
                               notification.SlackUserName, notification.Channel, outputText, appSettings)
    })

    fmt.Printf("checkForPriceBreaches: Finished checking for price breaches at %s\n", time.Now().String())
}

That’s all we need to do for the new Lambda function. We are ready to deploy and test the code.

Deploying the New Lambda Function

Run the UpdateAndDeploy task from Visual Studio Code. You will see this output:

{
    "FunctionName": "priceBreachChecker", 
    "LastModified": "2019-06-20T13:14:25.885+0000", 
    "RevisionId": "7278be22-93ab-4bee-8c85-b4fea3a9857e", 
    "MemorySize": 512, 
    "Version": "$LATEST", 
    "Role": "arn:aws:iam::XXXXXXXXXXX:role/service-role/woof_garden_canary", 
    "Timeout": 15, 
    "Runtime": "go1.x", 
    "TracingConfig": {
        "Mode": "PassThrough"
    }, 
    "CodeSha256": "GVzIhBYObNJY4+ENZ78Emr081ApWxJPOS3KAD/AMbA4=", 
    "Description": "", 
    "VpcConfig": {
        "SubnetIds": [], 
        "VpcId": "", 
        "SecurityGroupIds": []
    }, 
    "CodeSize": 4848883, 
    "FunctionArn": "arn:aws:lambda:us-east-2:XXXXXXXXXX:function:priceBreachChecker", 
    "Handler": "priceBreachChecker"
}

This confirms that the new version of the code has been uploaded.

Testing the Lambda Function

In the Lambda Console, create a new test event.

Since our priceBreachChecker lambda function reacts to a CloudWatch trigger, we choose an Event Template that mimics a CloudWatch event.

After you click on the Create button to create the event, go back into the Lambda console and click on the Save button.

Now that the test event has been created and saved, click on the Test button in order to manually fire a CloudWatch event. You should see a Slack notification generated in the log.

Success!!! We successfully created a Lambda function that does the alerting on price breaches. And the notifications show up in Slack too.

All of the source code to this article can be found here:

https://github.com/magmasystems/SlackStockSlashCommand-Lambda

As always comments are welcome.

Possible Enhancements

Currently, the Lambda function runs and just notifies the Slack user when a price breach occurs. We can enhance the code to compute other values, and output those values to other AWS services. In the last article, we talked about the computation of Greeks. We can send those Greek values to an SNS topic, we can store them in DynamoDb, or we can feed them into a Kinesis stream. We can do this by calling other parts of the AWS-Go SDK from within the Lambda function.

Once you have a Lambda function running inside of AWS, the possibilities are many.

About Me

Marc Adler is the founder of CTO as a Service, a consultancy that provides senior-level technical services to companies who are in need of a CTO or Chief Architect on a “pay for what you use” basis. He was formerly the Chief Architect of companies like Citigroup, MetLife, ADP, and Quantifi. He likes to get himself in trouble with his CIOs by insisting on coding.