Delivery Performance
18 minutes reading time

Why Release Management Matters for Software Development Teams

Improving Software Updates with Efficient Release Management

Every release you plan shapes how your software reaches its audience. Along the way, you might face challenges such as juggling deadlines, aligning development teams, and meeting user expectations – all while minimizing disruptions.

Imagine having a clear roadmap that simplifies every step, from planning to deployment, and gives you confidence at every stage. This article will help you focus on practical strategies to streamline your release process and improve team collaboration.

Whether handling major releases or fine-tuning ongoing deployments, you’ll find insights here to help you deliver software products more smoothly and with greater impact. Let’s make your next release a successful one.

What Is Release Management?

Release management is the process of planning, managing, and controlling software releases through different stages, from development to deployment. It ensures a smooth transition of your software across environments, involving testing, collaboration, and deployment activities.

As a release manager, you oversee the lifecycle by coordinating teams such as development and operations to meet business requirements. This process aligns with continuous delivery principles and helps you deliver updates faster with minimal disruption to production environments.

Release management is the process of planning, managing, and controlling software releases through different stages, from development to deployment.

Effective release management helps you improve customer satisfaction, streamline the deployment process, and maintain complete visibility over every stage of your software development lifecycle.

"Removing constraints on batch size plays a critical role in release management. Even if development speeds up, a lack of flexibility in product owner (PO) control can render the process ineffective. Streamlining batch sizes removes bottlenecks and ensures true agility."
Alexandre Walsh VP of Engineering and Product Manager at Axify

Alexandre Walsh

VP of Engineering and Product Manager at Axify

Release Management Stages

The release management process moves your software through key stages that ensure a successful release. These stages help you manage every detail of your software’s journey.

Each step involves the collaboration of DevOps teams, operations teams, and other stakeholders to align on goals, meet business objectives, and improve customer experience.

The steps are:

  1. Planning
  2. Development
  3. Testing
  4. Deployment 
  5. Monitoring

1. Plan

Planning is where your release pipeline begins. You prioritize the backlog of features and align them with the needs of your agile team. This step requires close cross-team coordination to align release planning with your sprint cadence and manage dependencies.

You work with a product owner and other stakeholders to outline the release management lifecycle. This will help you set clear goals and actionable steps for your release activities. Effective planning lays the groundwork for future releases and minimizes disruptions.

2. Develop

During development, your agile team breaks large features into smaller increments to speed up delivery capacity. You integrate continuous integration (CI) and automated testing to identify issues early, shorten feedback loops, and reduce rework. This stage ensures your release automation efforts support smaller, faster, and more manageable deployments.

3. Test

Testing protects your release process by catching issues before deployment. You perform unit, integration, and user acceptance testing to ensure every release candidate is production-ready. Axify helps you track bottlenecks in testing and gives you insights into how to improve your software development process.

axify value stream mapping showing bottleneck in QA

4. Deploy

Deployment is where your software reaches production environments. Separating deployment from customer-facing releases allows you to gain greater flexibility. Deploying small and frequently shortens feedback loops and gives you quicker insights into system performance.

Pro tip: Using feature toggles helps you control rollouts and enables product and marketing teams to determine the best timing for a release. This lets you sync releases with campaigns or other milestones while maintaining a steady deployment cadence.

Deployment pipelines should be fully automated to minimize human error and ensure stable, repeatable processes. This provides both reliability and agility in your software delivery cycle.

5. Monitor

Monitoring is essential for tracking both deployment trends and live system performance post-release. You need to monitor DORA metrics to assess long-term process efficiency.

However, effective release management also requires real-time monitoring before, during, and after deployment. This includes tracking uptime, response time, system performance, and defects to ensure a stable user experience.

Axify offers user-friendly dashboards that provide real-time visibility into these metrics so you can refine the release management lifecycle for better outcomes.

Release Management Checklist

A release management checklist ensures that every step of the release cycle is clear, structured, and tracked for success. It serves as your single source of truth for managing software development lifecycles.

Plus, it helps you oversee everything from development to deployment while minimizing risks. With a checklist, you can focus on the key components that ensure smooth product delivery and align with your release management policies.

Here’s what to include in your checklist:

  • Development: Ensure all design work, coding, and defect fixes are complete.
  • Testing: Verify that unit, integration, and user acceptance tests meet quality standards.
  • Stakeholder approvals: Confirm alignment between cross-functional teams and finalize user requirements.
  • Deployment: Confirm readiness of pre-production environments and validate all configurations.
  • Post-release tasks: Monitor KPIs, review user stories, and gather customer feedback.

Here's a release management template:

Project Name: Axify Software Engineering Platform
Client Name: Tech Solutions Inc.
Project Number: 45876234

Status Key:

  • N/A: Not applicable
  • Pending: Awaiting approval or completion
  • Done: Task completed
  • Failed: Task failed, needs rework
  • Waived: Item deemed unnecessary

Development:

  • Design finalized: Pending
  • Code review completed: Done
  • Defects fixed: Pending
  • Documentation updated: Pending

User Testing:

  • Functionality testing completed: Pending
  • User experience feedback gathered: Pending
  • User interface testing approved: Done

Stakeholder Approvals:

  • Product team approval: Done
  • Legal compliance review: Waived
  • Budget finalized: Pending

Quality Assurance:

  • QA checklist approved: Done
  • Final QA testing completed: Pending
  • Outstanding defects logged: Pending
  • High-priority issues resolved: Pending

Deployment:

  • Pre-deployment validation completed: Pending
  • Production environment set up: Pending
  • Deployment schedule approved: Pending

Post-Release Activities:

  • Monitor real-time system performance: Pending
  • Collect and analyze user feedback: Pending
  • Identify and document any release issues: Pending

Release Management Agile Methodology

Adopting Agile release management allows you to deliver software efficiently while adapting to user needs and business goals. It focuses on iterative improvements and frequent updates so your software development lifecycle stays dynamic and responsive.

With Agile, you can manage the deployment of software releases in smaller, controlled batches to minimize risk and gather feedback faster.

What Is Agile Release Management?

Agile release management coordinates, schedules, and oversees software releases within iterative Agile frameworks. It focuses on frequent, small-batch updates to ensure a smoother release progress while addressing user feedback quickly.

Agile release management allows your entire team to remain flexible and responsive and deliver value consistently through tools such as Azure pipelines and version control systems.

Approaches like the S.P.I.D.R. technique break down complex tasks into manageable iterations. The point is to balance project management and operational needs. Plus, it’s the key to successful release management in fast-paced, modern development environments.

 

Steps to Implement Agile Release Management

Agile release management is how you deliver faster, more effective solutions. Whether you're managing minor releases or large-scale updates, Agile ensures you're continuously improving. Here are the steps to implement Agile release management:

  1. Understand stakeholders and users: You can start by identifying your current users' needs and aligning them with your business goals. Build features that create value and prioritize the user experience.
  2. Outline project dependencies: Map out critical paths in your Agile development workflow. Ensure requirements traceability so you don’t miss connections between tasks.
  3. Allocate time and resources: You should plan with a clear timeline and assign the right people responsible for each phase. Focus on aligning your efforts across cross-functional teams.
  4. Create a clear release management plan: Build a structured roadmap for deploying software releases so that every task aligns with the overall Agile release train. Also, try to include room for emergency fixes.
  5. Manage the critical value streams: Use value stream management (VSM) to track bottlenecks and visualize how work flows across your platform for teams.
  6. Assess efficiency: You should evaluate your continuous deployment processes with cycle time and release cadence metrics. Look for areas where you can reduce delays.
  7. Minimize risk proactively: Use tools to automate testing and deploy in pre-production environments to catch issues early. Maintain a reliable rollback plan to avoid downtime in your operational environment.

Tracking bottlenecks and improving workflows with Axify’s value stream management.

Release Management Process Metrics

Measuring the right metrics in your release management process helps you improve efficiency and deliver value faster. You can address bottlenecks and streamline software release management across your team by tracking key indicators. Let’s look at the metrics that play a vital role in achieving smoother releases.

Cycle Time

Cycle time tracks how long it takes for a change to move from start to deployment. This metric helps you identify bottlenecks in your workflow. Shortening cycle time means quicker updates and better responsiveness to user needs. It also aligns your efforts with agile software development principles.

Cycle times can vary greatly. For example, one team reduced their cycle time from 164 days to 8 days over six months. This shows how initial inefficiencies can impact timelines.

Cycle time measures progress from coding to deployment.

Flow Efficiency

Flow efficiency measures active working time to the total flow time of a task. It highlights how much time you spend adding value versus waiting. Improving this ratio helps you streamline your release process and deliver features faster.

Flow efficiency shows active work versus waiting time to improve task completion speed.

Deployment Frequency

Deployment frequency tracks how frequently you release updates into production. Using smaller batch sizes is a way to increase deployment frequency. This approach also reduces the risks associated with large releases. 

Did you know 75% of tech leaders use deployment frequency to measure DevOps success? This shows its importance in assessing software delivery efficiency. Axify makes it easier to monitor this metric on a unified platform.

Tracking deployment frequency to release updates faster with smaller, safer batch sizes.

Failed Deployment Recovery Time

Formerly known as Mean Time to Recovery (MTTR), this metric measures how long it takes to restore services after an issue is detected. A lower failed deployment recovery time is critical for maintaining release stability and reducing production environment downtime.

Tracking MTTR to minimize downtime and improve recovery time after service disruptions.

Pull Request Throughput

Pull request throughput evaluates how quickly code reviews are completed. Faster reviews directly impact release speed and help you maintain momentum in your team project & work item tracking process. Tracking this metric in Axify is supported by our integrations with tools such as Azure DevOps and Jira tools.

Measuring pull request throughput to track code review speed and boost release efficiency.

Pro tip: Review pickup time is a common bottleneck that typically goes unnoticed. Focusing on this step allows your team to achieve significant gains in software release and deployment management without adding unnecessary complexity.

Release Management Challenges

Handling release management challenges can feel overwhelming, especially in complex IT environments where coordination and speed are key. Let’s break down some common issues and how to tackle them effectively.

Visibility

Release managers typically struggle to keep everyone informed and aligned. Translating actions into meaningful metrics and connecting them to business outcomes can be difficult.

Solution: You can use Axify to provide real-time visibility into your release progress and metrics. Axify simplifies communication with stakeholders by turning complex data into actionable insights.

Dependency Management

Coordinating across multiple teams creates delays when dependencies aren’t clear or tracked. This is especially true in enterprise release management, where different teams typically operate on their own timelines.

Solution: Axify’s real-time insights help you spot blockers early in the release cycle. Visualizing dependencies and their impact allows you to address potential delays before they affect your timeline.

Batch Size Constraints

Large releases increase the risk of failures, making testing and deployment harder to manage. These issues slow your team and disrupt the movement of releases into production.

Solution: Shift to smaller, iterative releases. This makes testing and deployment more manageable and reduces risks.

Stakeholder Alignment

Misaligned priorities between product owners and development teams can derail release schedules. Poor communication adds to delays and missed objectives.

Solution: You can review progress regularly using KPIs such as cycle time and deployment frequency. Besides tracking these metrics, you should also align your teams with your overall business goals.

Post-Release Monitoring

Once a release goes live, limited visibility can leave you in the dark about potential issues. This makes it hard to maintain stability and improve future releases.

Solution: Observability platforms like Datadog, New Relic, or Prometheus monitor system performance, uptime, and failure rates. These tools track key metrics like response time, error rates, and system health to help teams quickly detect and resolve issues in production.

Release Management Best Practices

When managing releases, you want every step to move seamlessly. Following these best practices helps establish a smoother process that minimizes delays and errors. Here's what you should do.

 

Automate Everything

Automation is essential for reducing manual effort and avoiding errors in your workflows. Automating testing, deployment, and monitoring helps you create consistency and frees your team to focus on delivering value.

Here’s a pro tip before you start automating, though:

“Make sure to eliminate unnecessary actions before automating. We don't want to optimize something that shouldn't exist in the first place.”
Pierre-Gilbert-Axify

Pierre Gilbert

Software Delivery Expert at Axify

 

The numbers are on our side here. 48% of companies experience challenges due to excessive dependence on manual testing, impeding efficiency and scalability. Automating ensures your physical or digital product release processes align seamlessly with the software development life cycles to maintain accuracy and reliability at every stage.

Adopt Trunk-Based Development

Switch to trunk-based development to streamline merges and reduce conflicts. Keeping branches short-lived ensures your team works on the most up-to-date codebase, which makes updates easier to manage and improves efficiency.

trunk-based development diagram

Implement Progressive Delivery

Gradual rollouts, such as canary releases or blue-green deployments, help reduce risks during deployment. These techniques mitigate risk during deployment by rolling out updates incrementally.  Besides, canary releases have the extra advantage of reducing blast radius in case of failure. 

Axify supports deployment coordination by providing visibility into delivery trends over time. Our dashboard tracks key metrics in real time and identifies patterns and inefficiencies. While we don’t correct or detect punctual issues in the deployment/release lifecycle, patterns show whether your workflow needs improvements (and where those are best made).

Enforce Strong Collaboration

You should encourage regular communication between development, QA, and operations teams. Cross-functional syncs ensure everyone is aligned on goals and tasks to improve clarity and efficiency. This level of regular communication helps avoid a lack of visibility and ensures that all business units are on the same page.

Track Metrics Continuously

Tracking key metrics such as deployment frequency and failed deployment recovery time gives you insights for improvement. Axify allows you to visualize these metrics and make data-driven decisions that improve your team’s performance and business agility.

"Numbers have an important story to tell. They rely on you to give them a clear and convincing voice."

- Stephen Few, Pioneer in Data-Driven Decision Making and Visual Analytics

 

How to Scale Release Management

Scaling release management can feel challenging, but you can make it seamless with the right strategies. Here’s how to take your process to the next level.

Invest in Scalable Tools

As your team grows, so does the complexity of managing releases. Axify can help centralize key metrics and provide complete visibility across your distributed teams. With a unified platform, you can easily track progress and pinpoint bottlenecks so that every release stays on course.

Optimize Batch Sizes

Smaller batch sizes mean fewer risks and faster feedback. You should gradually reduce the size of your releases as you integrate automation and CI/CD practices into your workflows.

This allows your team to test and deploy changes more frequently and, by doing so, makes issues easier to identify and resolve. Smaller batches also improve the speed of delivering value to your users.

Develop Playbooks for Incidents

Even with the best planning, issues can arise during a release. You should prepare your team by creating standardized incident response playbooks.

Include clear steps for rolling back or rolling forward when necessary. This ensures your team can quickly minimize downtime and keep systems stable during critical moments.

Rolling Back

Rolling back involves reverting the system to its previous stable state when a deployment causes issues. To implement an effective rollback strategy, use:

  • Automated backups: Ensure all critical data and configurations are backed up automatically before deployment. Use tools to take snapshots of the system or maintain a version history of the codebase.
  • Blue-green deployments: Use a blue-green deployment model to maintain two environments (e.g., "blue" as the current version and "green" as the new version). Traffic can quickly revert to the stable "blue" environment if an issue occurs.
  • Database versioning: Include rollback scripts for database changes to ensure schema or data updates don’t cause incompatibility when reverting to a prior release.
  • Testing rollbacks: Regularly test rollback procedures in staging environments to validate that the process works smoothly under pressure.

Rolling Forward

Rolling forward focuses on fixing the issue and deploying a corrected software version instead of reverting to a previous state. To implement this:

  • Quick patching: Prepare a streamlined process for identifying and fixing critical issues in the current version. Use feature flags to turn off problematic functionality temporarily while rolling forward.
  • Incremental deployments: Adopt canary or phased rollouts where only a small portion of users are impacted initially. If issues are detected, you can quickly fix and push changes forward without affecting the entire user base.
  • Pre-written scripts: Include automated scripts for applying forward fixes, ensuring they are efficient and reduce manual intervention during high-stakes situations.

Focus on Leadership Buy-In

Scaling requires support from leadership. Educate your leaders on the importance of release metrics and how they drive efficiency. Show them the value of investing in scalable tools and automation to secure the resources you need to grow.

Scaling doesn’t have to be a struggle. 

With Axify, you can gain the insights needed to improve and grow your release capabilities.

FAQ

If you’re dealing with release management, you probably have questions about its process and key elements. Let’s break it down for you.

What is a release management process?
Release management involves planning, designing, scheduling, testing, deploying, and controlling software releases. It ensures your team delivers updates and applications smoothly while maintaining stability in production environments. Streamlining these steps allows you to minimize disruptions and maximize efficiency.
What is the release management role?
As a release manager, you act as the bridge between teams. You communicate project timelines, plans, and requirements while coordinating schedules and resources. You're key to keeping releases on track, from managing third-party applications to resolving defect backlogs and preparing infrastructure updates.
What is ITIL release management?
In ITIL, release management focuses on quality and user experience during product deployment. It’s not just about technical updates but also about aligning business goals with cost-effective practices. This ensures that every improvement improves value for your users while keeping costs manageable.
What is good release management?
Good release management means delivering updates reliably, minimizing disruptions, and meeting your business and user needs. It combines strong coordination, clear communication, and efficient processes.
What are the three categories of release management?
The three main categories of release management are:
  • Major releases: Large updates introducing new features or significant changes.
  • Minor releases: Smaller updates addressing enhancements or bug fixes.
  • Emergency releases: Critical updates for urgent issues such as security vulnerabilities.