The Slippery Slope of IT Software Configuration vs. Customization
Created with Dall-e, have been experimenting, this didn't work out quite right, but the intent is there - more experimenting required.

The Slippery Slope of IT Software Configuration vs. Customization

The recent Mobile World Congress showcased a software landscape overflowing with configurable solutions, promising tailor-made experiences for individual businesses. While this flexibility offers compelling advantages, it presents a hidden danger: the slippery slope from configuration to customization.

The line between the two is often blurred. What starts as innocent tweaks to optimize user experience or integrate legacy systems can snowball into extensive customization, leading to a significant burden known as tech debt. This debt is visible in several ways:

  • Costly and Time-Consuming Upgrades:?Version changes become arduous and expensive as customizations become deeply intertwined with the software's core functionality. Upgrading can involve significant effort to migrate custom functionalities to the new version, often requiring costly development resources.
  • Diminished Out-of-the-Box Capabilities:?Heavy customization makes it challenging to leverage the software's pre-built functionalities and interfaces, especially from new releases. This hinders efficiency, as users are forced to circumvent these built-in features and rely on workarounds created through further customization.
  • Increased Maintenance Overhead:?Customized software requires ongoing maintenance to ensure compatibility with future updates, integration with other systems and address bugs specific to the customizations. This adds to the overall cost and resource burden of maintaining the software.
  • Vendor Lock-In:?Extensive customization can create a situation where the software becomes heavily dependent on the specific vendor's platform. This can limit flexibility and make it difficult to switch to alternative solutions in the future as capabilities evolve and alternative software vendors become more attractive.

So, how can IT and business leaders navigate this slippery slope and ensure their software remains a strategic asset, not an anchor on their business performance? Here are three key measures to integrate into your software management strategy:

1. Upgrade Validation: Regularly collaborate with your software provider to validate the upgradeability of your system. Compare your upgrade effort against benchmarks for other "out-of-the-box" deployments. This provides valuable insight into the level of customization burden you might be carrying. Additionally, consider implementing a rollback strategy to minimize disruption and risk in case upgrades encounter unexpected challenges.

2. Tech Debt Tracking: Establish a clear process for monitoring and quantifying tech debt accrued due to configuration errors and unnecessary customizations. This allows you to track the impact of customization over time and make informed decisions about future software modifications with a deeper understanding of the impact they can have. Consider using dedicated tools or frameworks designed to help organizations assess and manage tech debt effectively.

3. Standard Interface Utilization: Track the number of standard interfaces you utilize compared to the software's specifications. Opting for built-in functionality and processes over creating custom alternatives minimizes customization and ensures greater alignment with the software's core design. This facilitates future upgrades and integrations, ultimately reducing long-term costs and maintenance overhead.

Beyond these core measures, consider these additional strategies:

  • Standardization and Governance:?Establish clear?standardization policies and architecture governance frameworks?to guide configuration decisions across different departments and projects. This ensures consistency, minimizes the risk of unnecessary customization, and promotes efficient software management.
  • Cost-Benefit Analysis:?Before embarking on any customization project, conduct a thorough?cost-benefit analysis?to assess the potential long-term impact on maintainability, upgradeability, and overall software lifecycle costs. This helps prioritize strategic customizations and avoid unnecessary modifications.
  • Vendor Engagement:?Maintain open communication and collaboration with your software vendor. Discuss your customization needs and explore alternative solutions that leverage the?out-of-the-box?capabilities before resorting to extensive modifications.

By adopting these measures, IT and business leaders can navigate the configuration vs. customization tightrope walk confidently. By prioritizing configurability over excessive customization, you can ensure your software remains agile, adaptable, and cost-effective, allowing it to evolve and support your business needs effectively in the long run.


As always this is just my view and I know first hand its easier said than done. I would love to hear your views and whether you agree that this is achievable or have a different approach to get to this outcome or perhaps it simply isn't even worth tackling? What do you think?

Nathan, Thanks for this post. It is always encouraging when an industry luminary validates one's strategy. As you know, from Day One we said that AwareX should be off-the-shelf technology, configurable of course, but never customized. White-label, cloud-native only, to ensure faster time to go-live and dramatically better ROI. We've been doing it this way for seven years now. We established a predictable cadence...four releases of the base every year. All forwards and backwards compatible/upgradeable. And with this cadence we find that we can generally accommodate a specific customer request within one release...they then have fully supported and upgradeable off-the shelf solutions. Our product enables 150+ different end-customer journeys. There is unlikely to be a single telco anywhere on the planet that would need or use everything we have. But they should all rest easy that we can launch their initial deployment within 3 months of contract and will support them with available new capabilities on a predictable cadence. Michael?Matthews Founder?and CEO AwareX

Rayane Boumoussou

CEO & Founder @Yarsed | $30M+ in clients revenue | Ecom - UI/UX - CRO - Branding

8 个月

Such an insightful observation! Balancing configuration and customization is key to managing tech debt effectively. ?? Nathan Bell

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