InvestorFlow Best Practice: Code Freeze

By Patrick Beedle, Senior Director, Technical Services
November 21, 2023

Code Freeze
As the holiday season approaches, InvestorFlow wants to ensure our customers’ projects and systems run smoothly through this time of the year. To help you navigate these times, we'd like to share a best practice that can be a game-changer: Code Freeze.

What is Code Freeze?
A Code Freeze is a temporary halt on making changes to your software, typically during holidays, important financial periods, or when resources are limited due to vacations. This practice helps mitigate risks and ensures the stability of your systems when you need them the most.

Why Code Freeze Matters
Risk Mitigation: By avoiding last-minute changes, you reduce the risk of introducing unexpected issues that could disrupt your operations during crucial times.

Optimal Resource Allocation: With many team members taking well-deserved vacations during holidays, keeping your codebase stable ensures that you can operate with a leaner staff.

When to Consider Code Freeze:
  1. Holiday Seasons: Thanksgiving, Christmas, New Year’s, and other festive times.
  2. End of Financial Periods: To maintain financial data accuracy and reliability.
  3. Vacation Peaks: When key team members are out of the office.

Tips for a Successful Code Freeze:
  • Plan Ahead: Schedule the freeze well in advance, so everyone is aware and prepared.
  • Communicate: Inform your team, clients, and stakeholders about the freeze period and its importance.
  • Set Clear Dates: Define the start and end dates of the freeze and stick to them.

Remember, Code Freeze isn’t about slowing progress; it’s about ensuring that your systems remain reliable and secure during critical periods. As your trusted vendor, we encourage you to embrace this best practice to maximize the benefits it offers. If you have any questions, please don’t hesitate to reach out to our Customer Success team. We’re here to help!


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