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Put an End to IT Patchwork: A Unified Architecture Intelligently Designed to Serve You Sustainably

Put an End to IT Patchwork: A Unified Architecture Intelligently Designed to Serve You Sustainably

Auteur n°16 – Martin

In many organizations, IT resembles a disordered puzzle: each provider adds its piece, and each piece operates in isolation. The result? Siloed data, unstable integrations, and an operational cost that soars over time.

Like a house built without a blueprint, this patchwork creates friction between business units and the IT department, slows decision-making, and undermines security. Yet there is a solution: design your ecosystem from a unified perspective, entrusted to a single team responsible for end-to-end architecture. You gain coherence, agility, and control over your TCO, while laying the foundation for scalable, sustainable IT.

Establish a Clear Diagnosis to Map Your Ecosystem

A comprehensive inventory of tools and processes reveals costly redundancies. A precise view of breaking points prevents unexpected outages.

Mapping Applications and Data Flows

Start by taking stock of every solution in use: ERP, CRM, HR tools, cloud platforms, and open-source building blocks. Document existing interconnections, including those implemented informally. This initial assessment highlights critical data flows and hidden dependencies.

One financial institution thus identified three custom interfaces feeding two separate databases. These ad-hoc developments, created by former providers, made each update risky and time-consuming.

This case shows that a simple inventory can reveal major risks and clarify intervention priorities.

Identifying Duplicates and Redundancies

The presence of several tools serving the same purpose (reporting, invoicing, or project management) is common. Each duplicate incurs additional licensing and maintenance costs, on top of multiplying sources of truth.

For example, an industrial manufacturer discovered it was using two cloud storage solutions for nearly identical servers, doubling its annual bill without real benefit.

This example illustrates how simple rationalization can reduce costs and streamline governance:

Identifying Bottlenecks and Constraints

Certain processes, like contact synchronization or payroll export, can take an unusually long time due to poorly designed integrations. These slowdowns directly impact employee productivity.

A service SME discovered that generating pay slips took over six hours at the end of each month. Analysis revealed a single script handling both data retrieval and email dispatch simultaneously.

Splitting the architecture into distinct tasks reduced this time to under thirty minutes, demonstrating the value of a thorough diagnosis.

Design an Overall Plan Aligned with API-First and Event-Driven Principles

A single, shared data model eliminates silos. An API-first architecture ensures long-term flexibility and scalability.

Defining a Common Data Model

Elaborate a unified database schema to ensure information consistency across all systems. Each entity (customer, product, transaction) should be defined once, then referenced by every module.

A public agency standardized its business data in a central repository, eliminating discrepancies between departments and automating data protection compliance reports.

This process showed that a single repository enhances data reliability and simplifies maintenance.

Adopting API-First for Every Component

Instead of building ad-hoc integrations, every new service exposes a documented and secure API-first interface. This approach reduces coupling, facilitates testing, and allows faster integration of new modules.

A logistics service provider migrated to an API-first architecture; it can now connect its business software to third-party solutions (tracking, billing, BI) without heavy reprogramming.

This case demonstrates that API-first is a key lever for responsiveness to evolving business needs.

Event-Driven Integration to Streamline Interactions

Adopting an event-driven architecture ensures that every change is propagated in real time to the relevant systems. Message queues, brokers, or event buses handle decoupling and resilience.

A healthcare organization implemented an event pipeline to instantly synchronize patient record updates between its mobile platforms and central system.

This example shows that asynchronous response to changes improves the availability and robustness of the ecosystem.

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Standards, Versioning, SLAs, and Security by Design

Clear guidelines minimize conflicts and optimize collaboration. Security integrated from the outset ensures compliance and resilience.

Open Standards and MDM Governance

Adopting open standards (JSON, OAuth2, OpenAPI) and implementing master data management (MDM) establishes stewards for each critical data element. Strong governance assigns responsibilities and documents processes.

An industrial group established a governance committee to approve every schema change or data exchange format, avoiding recurring incompatibilities between plants and subsidiaries.

This example highlights the importance of shared governance in maintaining data exchange integrity.

Versioning and Service Level Agreements (SLA)

Every API or module should follow a clear versioning policy (semver) and be backed by a documented SLA for availability, performance, and corrective maintenance.

A local government defined an SLA tracking dashboard for all its internal services, consolidating average response time and error rate ahead of each strategic meeting.

Implementing precise KPIs demonstrated how rigorous monitoring reduces unexpected service interruptions.

Security by Design and Data Protection Compliance

Integrating security from the design phase (strong authentication, data encryption at rest and in transit) is far more effective than adding protective layers downstream.

A consulting firm structured its cloud infrastructure with isolated modules and granular access controls, ensuring simplified audits and managed risk levels.

This case shows that security by design and regulatory compliance are compatible with agility and scalability.

Deliver in Phases and Ensure Continuous Performance Measurement

An incremental deployment first targets vital flows to deliver quick wins. Indicator-driven management ensures continuous improvement.

Prioritized Deployment of Critical Flows

Identify high-impact business processes (order management, payroll, customer support) and orchestrate their migration first. This strategy delivers visible benefits that convince stakeholders.

By breaking the project into smaller deliverables, the team can test and adjust each component without disrupting the rest of the ecosystem.

This approach reduces risk and accelerates initial ROI.

Management by Key Indicators (SLO and TCO)

Define service-level objectives (SLOs), such as availability, response time, or error rate, and monitor the total cost of ownership (TCO) for each architecture segment.

Implementing centralized dashboards provides instant visibility into performance and deviations from targets.

This precise management facilitates budgetary trade-offs and prioritization of future improvements.

Continuous Improvement through Feedback

Regularly collect feedback from business users and operational teams to identify new friction points. Integrate this feedback into the IT roadmap via a shared backlog.

A quarterly review process for incidents and SLA deviations allows strategy adjustments and initiates corrective actions.

This feedback loop ensures the architecture’s sustainability and constant adaptation to business changes.

Embrace a Unified Architecture for Performance and Resilience

By moving from IT patchwork to a holistic design, you replace temporary fixes with a coherent, scalable, and secure structure. A rigorous diagnosis, an API-first and event-driven master plan, shared ground rules, and incremental delivery with continuous monitoring are the pillars for mastering your TCO and accelerating decision-making.

Whether you are CIO, CTO, CEO, or head of digital transformation, a unified vision turns your information system into a driver of sustainable growth. Our experts are ready to support you in this transition, from strategic planning to operational implementation.

Discuss your challenges with an Edana expert

PUBLISHED BY

Martin Moraz

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Martin is a senior enterprise architect. He designs robust and scalable technology architectures for your business software, SaaS products, mobile applications, websites, and digital ecosystems. With expertise in IT strategy and system integration, he ensures technical coherence aligned with your business goals.

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Cloud et Cybersécurité (EN) Featured-Post-CloudSecu-EN

Switching to Open Source: A Strategic Lever for the Digital Sovereignty of Swiss Companies

Switching to Open Source: A Strategic Lever for the Digital Sovereignty of Swiss Companies

Auteur n°2 – Jonathan

Dependence on proprietary solutions can pose a major obstacle to the agility and compliance of Swiss organizations, where digital sovereignty requirements are demanding. Adopting open source isn’t simply about swapping out software: it involves rethinking IT architecture, clarifying governance, and implementing a hybrid support model. This modular approach—built on audited, interoperable components—simplifies data control, regulatory compliance (NLPD, GDPR, NIS2), and continuous innovation.

Modular and interoperable architectures for increased flexibility

Reassembling your system into independent building blocks enhances its ability to evolve without disruption. An open architecture makes it easy to integrate new services and reduces the risk of vendor lock-in.

Progressive decomposition of the existing stack

The first step is to map the current architecture, identifying critical zones and bottlenecks. A clear view of dependencies between proprietary applications and existing modules enables pragmatic migration planning, defining phased decomposition milestones.

Each segment of the ecosystem can then be isolated, transformed into an independent service, and replaced or reconfigured with an open source solution—without disrupting the whole. This iterative approach minimizes shock and ensures operational continuity.

It’s essential to analyze interfaces between modules to anticipate adapter or connector needs. By opting for open APIs, organizations ensure each new component fits seamlessly into business workflows.

Finally, precise documentation of data flows and application interactions secures the transition, maintains traceability, and facilitates testing at every deployment phase.

Implementing auditable, interoperable components

Modular blocks must rely on proven technologies supported by active communities. Choosing a Linux kernel, paired with directory solutions like Keycloak or Kubernetes orchestrators, ensures longevity and scalability.

Source code traceability and transparent updates are assets for security and compliance. Documented rollbacks, accessible at any time, support rigorous tracking of patches and enhancements.

By favoring open data formats (JSON, YAML, OpenAPI), exchanges between services become vendor-agnostic. This interoperability prevents silos and simplifies the integration of new business or analytics tools.

Quality tools—such as open source vulnerability scanners and dedicated monitoring solutions—play a central role in continuous control of deployed components, providing real-time insights into performance and risks.

Example: an industrial player reconfigures its infrastructure

A manufacturing company began migrating its ERP to a system composed of containerized Linux services. It first isolated the inventory management module and migrated it to Kubernetes, while keeping other applications in production.

This phased approach enabled the identification of critical dependencies and validated the new containers’ functionality without interrupting operations. Using open formats for customer data exchange ensured compatibility with the existing setup.

Ultimately, the transition demonstrated that modular decomposition significantly reduces downtime and paves the way for rapid integration of new planning or analytics tools—without proprietary license costs.

The example highlights the effectiveness of phase-based decomposition, where each block can evolve independently while respecting business and regulatory constraints.

Governance and compliance: steering the transition securely

A clear policy for rights and format management ensures control over access and data. Embedding compliance from the design phase strengthens the sustainability and trustworthiness of the IT ecosystem.

Role and permission management policies

Defining centralized identity governance allows control over access rights to various open source modules. OAuth2- or OpenID Connect-compatible directories based on Keycloak offer fine-grained authorization.

Role assignment should rely on a responsibility matrix, linking each profile to precise tasks that reflect real needs. This avoids excessive privileges and unnecessary exposure of sensitive resources.

Regular monitoring of access logs and permission changes is a cornerstone of operational security. Automating permission reviews and setting up alerts for anomalous behavior is imperative.

Standardizing formats and GDPR compliance

Adopting open storage and exchange formats is essential for data portability and processing traceability. JSON, CSV, or XML files, paired with well-defined schemas, reduce the risk of incompatibility.

Implementing community-validated open source encryption modules protects data in transit and at rest. Audited libraries are preferable to proprietary solutions, which often lack transparency in key management.

To comply with NIS2 or GDPR, document every data flow, record consents, and establish secure deletion mechanisms. Such rigor in data management bolsters client and regulator confidence.

BI dashboards based on open source solutions enable real-time compliance monitoring and swift responses to access or rectification requests.

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Hybrid support and skills development: a foundation of resilience

Combining internal resources with external partners ensures optimal system maintenance. Ongoing training builds lasting expertise within IT teams.

Coordinating internal and external support

A hybrid support model blends the responsiveness of an internal team—familiar with business processes—with the deep expertise of specialized partners. This duality distributes responsibilities without overburdening staff.

Service level agreements (SLAs) with partners define intervention times, incident priorities, and joint skill-up plans. Clear commitments are essential to avoid ambiguous areas.

For critical issues, rapid escalation to external support enriches internal know-how. Lessons learned are documented and integrated into a shared knowledge base.

This collaborative approach optimizes service availability and minimizes downtime, while maintaining an upward learning curve for internal teams.

Continuous training and knowledge transfer

Organizing themed workshops and pair-programming sessions fosters open source tool adoption. Regular training prevents skill stagnation and stimulates innovation.

Access to quality resources—such as official documentation and internally produced tutorials—promotes autonomy. Open source communities also provide support through forums and conferences.

Bootcamps on key technologies (Linux, Kubernetes, CI/CD) accelerate skill building and mastery of DevOps practices. Real-project feedback solidifies learning.

Individual follow-up—via internal or external certifications—validates expertise levels and encourages continuous improvement, essential in a constantly evolving environment.

Open source: a driver of innovation and competitiveness

Open code fosters rapid experimentation and collaboration with external communities. The open source model provides a sustainable competitive advantage by controlling costs and dependencies.

Encouraging experimentation and agility

Direct access to source code enables rapid prototyping of new features without waiting for proprietary vendors’ development cycles. Developers can fork, test, and deploy updates within hours.

CI/CD environments automate innovation deployment. User feedback guides adjustments, while open source communities contribute enhancements to projects.

This agile approach sparks team creativity and reduces time-to-market. Failed experiments remain isolated and financially contained, thanks to minimal license costs.

Over successive releases, open source projects mature through contributions from diverse organizations, strengthening robustness and expanding supported use cases.

Cost reduction and sustainable control

The absence of expensive licenses significantly lowers recurring expenses. Budgets can be reallocated to performance optimization, security, and team training.

Full control over source code prevents extra costs from forced updates or paid modules. Cost transparency simplifies budget forecasting and IT investment justification.

By internalizing expertise, organizations reduce dependence on external providers. Acquired skills remain strategic assets, even when vendors change.

The fast-evolving open source ecosystem regularly delivers new features at no additional cost. This dynamic supports continuous innovation and preserves long-term competitiveness.

Example: a financial services provider creates new offerings

A banking institution developed a prototype instant payment platform based on open source microservices. The solution ran in parallel with the existing infrastructure, without large-scale commitment.

Internal user feedback allowed workflow adjustments over a few sprints before rolling it out across all branches. The project enhanced the IT leadership’s image as an innovation driver.

At the end of the pilot phase, the bank integrated the prototype into its service catalog, fully controlling costs and security. This case demonstrates the agility enabled by open source.

The example highlights how a free environment can stimulate differentiated offerings while ensuring data sovereignty and technology mastery.

Assert your digital sovereignty with open source

A structured open source migration relies on modular architecture decomposition, clear governance, and a hybrid support model. These pillars ensure your systems’ flexibility, compliance, and resilience.

By leveraging open source, you reduce recurring costs, gain full control over your technologies, and open the door to continuous innovation—reinforced by community contributions.

Whether your organization aims to boost agility, secure data, or develop new services, our experts are here to turn these challenges into strategic levers.

Discuss your challenges with an Edana expert

PUBLISHED BY

Jonathan Massa

As a senior specialist in technology consulting, strategy, and delivery, Jonathan advises companies and organizations at both strategic and operational levels within value-creation and digital transformation programs focused on innovation and growth. With deep expertise in enterprise architecture, he guides our clients on software engineering and IT development matters, enabling them to deploy solutions that are truly aligned with their objectives.

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Sovereign Cloud: Decide Quickly and Wisely – Criteria, Risks, Options (Switzerland & EU)

Sovereign Cloud: Decide Quickly and Wisely – Criteria, Risks, Options (Switzerland & EU)

Auteur n°2 – Jonathan

In a landscape where data protection regulations are tightening and expectations for performance and availability continue to rise, the sovereign cloud provides a reliable and transparent framework. It’s not a question of being “for or against” this approach, but of determining in which areas sovereignty is essential, at what cost, and under what service level.

This process begins with a precise mapping of use cases and data, proceeds with the definition of clear requirements, and concludes with the selection of an appropriate architecture, whether fully sovereign or hybrid.

Map Your Use Cases and Data

Precisely defining your business scenarios and the nature of your data is the first step toward a well-managed sovereign cloud. This mapping helps distinguish information subject to stringent legal requirements from that which can run on hyperscale infrastructures.

For any organization, having a reliable record of data flows and storage is crucial. Starting with an exhaustive inventory of information in transit or at rest (personal data, health records, patents, logs, backups) prevents blind spots when implementing a sovereign solution. This granular visibility then serves as the foundation for adjusting costs and service levels.

Identifying Data Types

You should list each data type according to its usage and criticality. Customer, financial, or health information, for example, are subject to specific regulations; activity logs may need to be retained for audit purposes. Meanwhile, metadata and application logs can be placed on more flexible third-party infrastructures without risking non-compliance.

The results of this identification must be recorded in a centralized repository updated regularly. That way, every new application or service added to your digital ecosystem is immediately assigned to the correct scope. Such discipline greatly simplifies internal and external audits while preparing the organization to respond rapidly to access or deletion requests.

A pragmatic approach is to extend the inventory to testing and development environments, where sensitive data sometimes appears inadvertently. This vigilance reduces the risk of data exfiltration and limits non-compliance incidents in less-protected environments compared to production.

Categorization by Sensitivity

Once data are identified, assign each a sensitivity level. Information is generally classified as public, internal, confidential, or strictly regulated. This segmentation drives the choice of location (Switzerland, EU, others) and the access guarantees for authorities or subcontractors.

Categorization must incorporate legal requirements (LPD, GDPR, HDS, BaFin, FINMA) as well as business expectations (availability, performance). It aligns technical classification with legal and organizational stakes. A shared sensitivity repository among the CIO office, CISO, and business units consolidates this coherence.

This process also benefits log and backup management: differentiated retention policies optimize storage costs. Less-sensitive volumes can move to more economical services, while critical data remain confined within a certified sovereign cloud.

Practical Mapping Example

A healthcare company conducted an internal audit before any cloud migration. It catalogued over 120 document types (patient records, imaging reports, access logs), classified into four sensitivity levels. The audit revealed that 30% of stored volumes could be outsourced to a hyperscaler, cutting costs by 20% while ensuring strict localization of clinical data.

This case demonstrates the effectiveness of a granular approach: instead of an all-in-one cloud, the company implemented a hybrid model, optimizing TCO without compromising HDS compliance. The IT department negotiated favorable rates for non-critical workloads and focused security efforts on the most sensitive resources.

The example highlights the importance of documenting each step and communicating results to stakeholders. Business and legal leaders approved the segmentation choices, ensuring frictionless adoption and clear operational follow-up.

Define Your Sovereignty and Performance Requirements

Before selecting a provider, specify your localization, compliance, security, reversibility, and cost criteria. A formal evaluation framework ensures objective comparisons among sovereign offerings.

Defining requirements combines legal imperatives (LPD, GDPR, Cloud Act), business needs (SLAs, private connectivity), and financial constraints (3-year TCO). This critical phase sizes the target architecture and prevents surprises both legally and financially.

Location and Compliance

Data residency in Switzerland or the EU dictates the applicability of extraterritorial laws. Providers must present certifications (ISO 27001, HDS, BaFin, FINMA) and contractual guarantees against unauthorized access by non-European third parties.

Data Processing Agreement (DPA) clauses clarify the subcontracting chain and authorities’ access rights. An independent audit of contractual documentation identifies potential gaps and recommends enhancements, such as SLA penalties for non-compliance. Check the security audit.

Security, Reversibility, and SLAs

Security requirements cover IAM (MFA, centralized access management), encryption at rest and in transit, and audit log availability. Service levels (SLAs) address latency, RTO/RPO, and 24/7 local-language support. Discover secure identity management.

Recovery and migration procedures must be tested under real conditions to avoid future roadblocks.

Cost Evaluation and Reversibility

A three-year TCO analysis covers licensing, egress fees, operational expenses, and support. It compares sovereign offerings (Infomaniak, Swisscom, Exoscale, OVHcloud) against hyperscaler rates, factoring in savings on non-critical infrastructure.

Reversibility may incur additional costs (data export, decommissioning), which must be quantified upfront. A migration schedule should allocate internal and external resources to manage the transition without disruption. Plan your PoC.

In the case of a financial-sector SME, this evaluation revealed a 10% overall project savings by opting for a hybrid model with a PoC-tested reversibility plan. This bolstered executive confidence and smoothed budget approval.

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Evaluate Your Sovereign and Hybrid Options

Comparing local providers and hybrid architectures lets you balance sovereignty, innovation, and cost control. The decision hinges on service maturity, support proximity, and contractual flexibility.

Swiss and European players like Infomaniak, Swisscom, Exoscale, and OVHcloud offer unrivaled legal control and responsive support. They meet local requirements while integrating Gaia-X components. Meanwhile, hyperscalers remain essential for AI workloads and compute spikes.

Sovereign Providers in Switzerland and the EU

Local providers run certified data centers and offer support in French and German. Their portfolios cover IaaS, PaaS, and managed services (Kubernetes, databases). They avoid vendor lock-in and champion open source for greater agility.

Geographic proximity simplifies site visits and audits. Legally, it reduces Cloud Act impact and provides greater visibility into the subcontracting chain. Internal teams can more precisely handle exceptional authority requests.

Using a sovereign provider is especially justified for regulated data (health, finance, IP). For standard workloads, integrating a hyperscaler can leverage innovation and global scale.

Hybrid Models for Innovation and Compliance

A hybrid architecture combines a sovereign cloud with a hyperscaler for AI processing and variable-load applications. Sensitive workloads remain confined, while ephemeral compute environments benefit from advanced cloud services.

Private connections (Direct Connect, ExpressRoute) ensure low latency and security. A unified multi-cloud orchestrator manages deployments and monitors performance, preventing silos and simplifying governance.

This model is ideal for use cases requiring both data confidentiality and AI experimentation. It offers an optimal compromise between strict compliance and rapid access to the latest innovations.

Enhanced Contractual Controls

Beyond SLAs, include detailed DPAs, authority-access clauses, subcontracting commitments, and financial penalties for breaches. These contractual guarantees shield the organization from extraterritorial risks.

Regular security reviews verify strict adherence to commitments. They cover log access, BYOK/HSM key management, and pricing transparency, ensuring full control over sovereign scope.

A manufacturing company instituted quarterly reversibility exercises, switching from a primary data center to a secondary site. This process highlighted friction points and optimized export scripts, halving the RTO.

Strengthen Governance and Operational Security

A sovereign architecture requires segmented governance, continuous security hardening, and unified operational visibility. These levers minimize risks and streamline compliance evidence.

Implementing governance by sensitivity zone, coupled with CI/CD pipelines with automated scans, access bastions, and immutable logs forms the backbone of a robust sovereign cloud. Unified auditing and monitoring enable proactive management.

Segmentation, CI/CD, and Security Reviews

Network and environment segmentation limits lateral movement during incidents. CI/CD pipelines integrate security checks (SAST, DAST), ensuring no vulnerabilities slip into production.

Regular security reviews bring together IT, security, and business stakeholders. They adjust priorities, approve fixes, and update the risk map. This iterative approach continuously enhances maturity.

Zero Trust Security and Advanced Encryption

The Zero Trust model enforces continual identity and access verification. Centralized IAM, MFA, and contextual access control reduce the risk of impersonation and unauthorized movements within the infrastructure.

Comprehensive encryption (BYOK/HSM) at rest and in transit protects against data exfiltration. Keys held by the organization guarantee exclusive control, even in the face of legal requests to the provider.

In a multi-cloud context, consistency in encryption policies is essential. Organizations that adopt these measures benefit from a defense-in-depth strategy crucial for compliance and resilience against sophisticated attacks.

Unified Monitoring and Reversibility Tests

A centralized monitoring system collects metrics, logs, and alerts from all environments. It enables rapid detection of performance or security anomalies and automates responses through playbooks.

Regular reversibility tests simulate data migrations and service failovers. They validate procedural compliance and ensure swift business continuity without data loss.

Embrace the Sovereign Cloud to Control Your Data

The sovereign cloud is more than a label—it’s a comprehensive legal and operational ecosystem. By mapping your use cases, precisely defining requirements, and evaluating both sovereign and hybrid providers, you achieve a balance of compliance, performance, and cost control. Implement segmented governance, Zero Trust security, and unified monitoring for enduring resilience.

Our experts are ready to support you at every stage of your project: sovereignty audit, Switzerland/EU feasibility study, tool-based comparison, pure or hybrid architecture definition, migration planning, and security hardening. Benefit from rigorous SLA management and pragmatic guidance to turn digital sovereignty into a strategic advantage.

Discuss your challenges with an Edana expert

PUBLISHED BY

Jonathan Massa

As a senior specialist in technology consulting, strategy, and delivery, Jonathan advises companies and organizations at both strategic and operational levels within value-creation and digital transformation programs focused on innovation and growth. With deep expertise in enterprise architecture, he guides our clients on software engineering and IT development matters, enabling them to deploy solutions that are truly aligned with their objectives.

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Cloud et Cybersécurité (EN) Featured-Post-CloudSecu-EN

IT Performance Dashboard: Key KPIs to Manage Your IT in Real Time

IT Performance Dashboard: Key KPIs to Manage Your IT in Real Time

Auteur n°3 – Benjamin

Organizations seeking agility and operational mastery place IT monitoring at the heart of their strategy. An IT performance dashboard is not just a visual gadget: it consolidates essential metrics in real time, aligns IT with business objectives, and enables fact-based decision-making.

By bringing together infrastructure, application, security, user-experience, and cloud-cost measurements, it facilitates early incident detection, action prioritization, and reduced time-to-resolution. In an environment of growing pressure on availability and budgets, this cockpit becomes a true IT governance lever.

Scoping: Scope, Audiences, and Actionable KPIs

Precise scoping defines who consumes which indicators and why they matter. Selecting a few actionable KPIs ensures that each metric triggers a documented action or alert.

Identifying Scopes and Stakeholders

Before any design work begins, it’s crucial to list the supervised domains: infrastructure, applications, security, user experience, and costs. Each domain has its own indicators and constraints, which must be distinguished to avoid confusion during consolidation.

The recipients of this data vary: the IT department monitors availability and MTTR, business units validate SLA/UX, Finance oversees cloud budgets, and the CISO manages risks. Mapping these roles helps prioritize information and tailor views.

A cross-functional workshop brings all stakeholders together to agree on scope and priorities. This initial alignment ensures the dashboard meets real needs rather than displaying isolated figures.

Choosing Relevant and Limited KPIs

The golden rule is “less is more”: limit the number of KPIs so attention isn’t diluted. Each indicator must be tied to a specific alert threshold and a predefined action plan.

For example, track only average latency, overall error rate, and cloud budget consumption per service. This minimal selection reduces noise and highlights anomalies without visual overload.

Example: A manufacturing company consolidated three key KPIs on its single cockpit. This simplification revealed a CPU bottleneck on a critical business service and cut unnecessary alerts by 70%, demonstrating that a narrow scope can boost operational responsiveness.

Defining Thresholds and Escalation Playbooks

For each KPI, set an alert threshold and a critical threshold. These levels are agreed upon by IT, operations, and relevant business units to prevent premature or missed alerts.

The escalation playbook details the exact actions to take when each threshold is crossed: notify the Ops team, escalate expertise, or engage external resources. Documenting this reduces decision time and minimizes uncertainty.

Every alert, from trigger to resolution, should be recorded in a ticketing or incident-management tool. This traceability enhances feedback loops and refines thresholds over time.

Data Architecture and Alert Governance

A robust data architecture ensures indicator reliability and completeness. Effective alert governance reduces noise to keep only high-value decision events.

Automated Collection and Centralized Storage

Metrics collection must be automated via lightweight agents or native cloud APIs and open-source solutions. This guarantees continuous, uniform data flow.

Centralized storage relies on time-series databases (TSDB) for metrics and an ELK stack for logs and SIEM events. This dual approach enables granular historical queries and cross-analysis of quantitative and qualitative indicators.

Ingestion workflows ensure pipeline resilience during peaks or incidents. CI/CD pipelines prevent data loss and maintain the integrity of real-time reporting.

Service-Centric Modeling and Structuring

Rather than focusing on isolated resources (servers, VMs), a service-centric approach organizes metrics around applications and business flows. Each service is built on identified microservices or containers.

This structure makes it easier to identify dependencies and trace incident propagation. In case of latency, you immediately know which component is causing the issue.

Example: A financial institution modeled its IT by payment service and reporting service. This view uncovered a network vulnerability affecting only reporting, proving that service-centric modeling speeds resolution without disrupting core payment operations.

Alert Governance and Noise Reduction

An alert governance policy classifies events by criticality and defines time-aggregation windows for recurring alerts. This prevents multiple reports of the same phenomenon.

Runbooks linked to critical alerts structure the response and include automated diagnostic scripts. This reduces reaction time for Level 1 and 2 incidents.

Periodic alert reviews adjust thresholds and refine playbooks. This continuous improvement preserves service quality and mitigates team fatigue from false positives.

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Dashboard Design and Dedicated Views

A polished design guarantees comprehension in under ten seconds. Separate views for executives and operations ensure relevant information at every decision level.

Ergonomic Principles for Quick Reading

For instant understanding, use a limited color palette (green, orange, red) and a clear visual hierarchy. Essential indicators should be placed at the top or left.

Charts must prioritize readability: clean lines, calibrated axes, and concise annotations. Remove any superfluous elements to keep the focus.

Dynamic filters allow zooming on time ranges, services, or geographic regions. The user experience is thus customizable by profile and context.

Executive View and Dynamic Filters

The executive view presents a summary of critical KPIs as key metrics and trends. It serves top management and business leaders.

Monthly or weekly trend graphs offer a strategic perspective, while outstanding alerts highlight high-level bottlenecks.

Example: An e-commerce site deployed a separate executive view. It revealed that 90% of P1 incidents were caused by an outdated container, prompting a budget shift to modernize that part of the ecosystem.

Operational Views by Domain

Each domain (infrastructure, applications, security) has a dedicated view with tailored widgets. Operators can monitor load metrics, error logs, and response times in real time.

These views include direct links to associated runbooks and ticketing tools to trigger corrective actions immediately.

SLA and SLO summary tables supplement these screens to ensure commitments are met and appropriate escalations are triggered.

CI/CD Integration and FinOps Optimization

Embedding the dashboard in the CI/CD pipeline ensures performance validation after each deployment. Linking performance to costs enables cloud budget optimization with measurable returns.

Performance Testing and Post-Deployment Traceability

Each CI/CD pipeline includes load, uptime, and response-time tests. The dashboard automatically collects these results to confirm quality objectives before production release.

Software change traceability is correlated with production incidents. This helps quickly identify the version or commit responsible for a performance regression.

Automated post-deployment reports alert teams immediately in case of deviations, reducing rollback times and minimizing user impact.

Correlation of Incidents and Changes

Correlating the CI/CD changelog with SIEM incident streams highlights patterns and risk areas. Dashboards then display error spikes alongside recent commits.

This factual basis guides CI/CD process adjustments, such as strengthening tests or extending preproduction phases for sensitive modules.

It also informs trade-offs between delivery speed and stability, ensuring a balance of agility and service quality.

Linking Performance and Costs for Measurable ROI

By integrating FinOps metrics (consumption anomalies, rightsizing, budget forecasting), the dashboard becomes an economic management tool, exposing optimization opportunities.

Automated recommendations (decommissioning idle resources, capacity reservations) correlate with observed performance gains, measured by lower unit costs and optimal utilization rates.

ROI tracking relies on reduced MTTR, fewer P1/P2 incidents, and improved perceived response times, providing an indirect financial indicator of the cockpit’s value.

Aligning IT Management and Business Objectives with an Effective Cockpit

A well-designed IT performance dashboard consolidates critical metrics, automates collection, and provides views tailored to each decision-maker’s profile. It rests on a solid data architecture, clear alert thresholds, and optimized ergonomics for diagnostics in seconds.

CI/CD integration ensures continuous quality, while correlation with cloud costs delivers transparent, measurable economic management. This data-driven approach reduces incident resolution time, decreases anomalies, and aligns IT with business priorities.

Edana experts support every step: KPI scoping, choice of modular open-source tools, service-centric modeling, UX design, alert automation, and skills development. They ensure your cockpit is reliable, adopted, and truly decision-making oriented.

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Secure user identity management: best practices for your web and mobile applications

Secure user identity management: best practices for your web and mobile applications

Auteur n°16 – Martin

In a context where web and mobile applications play a central role in business operations, the reliability of authentication and user management mechanisms is a strategic concern. A rigorous, standardized approach mitigates the risk of data leaks, enhances regulatory compliance, and ensures a seamless user experience.

Cloud identity providers such as AWS Cognito, Azure AD B2C, or Auth0 offer proven, scalable security building blocks that are easy to integrate into custom projects, while outsourcing sensitive data handling to specialized services. This article outlines the best practices to adopt to secure your custom user identities and fully leverage cloud solutions.

Risks Associated with Poor Identity Management

Improper account management exposes your entire ecosystem to attacks and data leaks. The legal and reputational consequences for a business can be severe.

Data Leakage and Regulatory Non-Compliance Risks

When credentials are stored or processed directly in your code, any vulnerability can lead to massive personal data leaks. European and Swiss regulations require strict protection for sensitive data, such as credentials or biometric attributes, under penalty of substantial fines. Without a dedicated framework, security updates can become an uphill battle, leaving vulnerabilities unpatched long after they are released.

In-house encryption or password management mechanisms are often incomplete or misconfigured, increasing the risk of exploitation. Implementing third-party solutions validated by cybersecurity experts reduces the attack surface. By entrusting secret management to a specialized service, you benefit from regular updates and systematic penetration tests. This delegation minimizes human error and ensures ongoing compliance with security standards.

In the event of a confirmed breach, disclosure can trigger regulatory investigations, financial penalties, and negative media coverage. Swiss and European oversight bodies are ramping up security audits, particularly in sensitive sectors. Massive investments in remediation and post-incident communication become necessary, not to mention the loss of trust among partners and customers.

Spoofing and Identity Theft Attacks

Direct manipulation of tokens or access tokens within internal frameworks makes forging them easier. Attackers can elevate privileges or hijack legitimate sessions. Mobile applications not secured by cloud libraries are particularly vulnerable to man-in-the-middle attacks or reverse engineering.

Without robust key rotation and session revocation mechanisms, any compromised credential can remain active for extended periods. Users may find their accounts hijacked or fraudulent operations go unnoticed. The complexity of managing multi-device sessions increases the risk of overlooked blocks and attack propagation.

Using a cloud identity provider centralizes anomaly detection and triggers automated measures, such as instant token revocation or forced reauthentication. Behavioral indicators (e.g., geographic changes or access frequency) are analyzed in real time to protect your entire infrastructure.

Impact on Trust and Reputation

A Swiss healthcare services company saw the integrity of its patient platform compromised following a session-hijacking incident, leading to the disclosure of medical records. This example demonstrates that even isolated environments can suffer from identity governance challenges. The incident caused long-lasting trust issues among practitioners and the public.

Media coverage of such a failure resulted in suspended external partnerships and compensation claims from insured individuals. Beyond direct costs, the time devoted to crisis communications and internal audits diverted teams from innovation for several weeks.

Restoring trust then requires implementing a strengthened, third-party-validated protocol that is transparent to users. Leveraging recognized third-party identity providers gradually rebuilt confidence and secured essential business processes.

Advantages of Cloud Identity Providers

Specialized SaaS solutions provide security by design and ensure compliance with international standards. They relieve your teams from the daily management of sensitive data.

Security-by-Design

Cloud platforms dedicate significant resources to security R&D and regular independent audits. Infrastructure is isolated, segmented, and continuously patched, ensuring a consistently minimized attack surface. Anti-brute-force mechanisms, anomaly detection, and centralized certificate management contribute to this proactive approach.

Cloud environments often benefit from bug bounty programs and frequent pentests, which are difficult to replicate in-house. These external expert insights ensure rapid adaptation to emerging threats. An organization with a limited security department can hardly maintain this level of expertise without outsourcing some aspects.

Using standardized OAuth2 and OpenID Connect flows reduces configuration error risks. Integrations are done via documented and supported APIs, limiting the creation of potentially vulnerable custom code. You thus benefit from a secure foundation that is updated and validated with each protocol evolution.

Built-in Compliance and Certifications

A major Swiss insurance company migrated its client portal authentication to Azure AD B2C, gaining immediate compliance with ISO 27001 and GDPR certifications. This example shows how a cloud provider can eliminate a heavy regulatory burden without additional development.

Major providers undergo annual audits and publish detailed compliance reports, simplifying proof of legal adherence. Industry-specific frameworks (HIPAA, PCI-DSS, FedRAMP) can be covered without the project team intervening on every control point.

Centralized access and log management also meet audit requirements with just a few clicks. Integrated analytics tools provide actionable activity reports, essential for demonstrating security and traceability during audits.

Scalability and Operational Resilience

Cloud identity provider infrastructures are designed to handle extreme load spikes without additional effort. Redundant instances, automatic traffic distribution, and multiple availability zones guarantee high availability for authentication and user management.

During load increases, services adapt automatically, without the need to reprovision servers or overhaul the architecture. This elasticity is especially valuable for mobile or SaaS applications subject to promotional campaigns or critical product launches.

Outsourcing patch and infrastructure update management to a third party lets your teams focus on business and functional challenges. The user experience remains seamless even under heavy load, enhancing customer satisfaction and loyalty.

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Comparison of Cloud Identity Platforms

Each provider has its strengths based on your technology stack, required features, and budget. The choice depends on your existing ecosystem and evolution strategy.

AWS Cognito for a Native AWS Ecosystem

AWS Cognito integrates naturally with all AWS services, offering native identity management, user pools, and IAM roles. JWT tokens are automatically linked to your security policies, simplifying access delegation to services like API Gateway or Lambda. For serverless architectures, Cognito remains a logical choice, reducing the need for custom code to manage refresh tokens and revocation.

Initial setup requires mastery of the IAM layer and pool configurations, but automation via CloudFormation or Terraform makes industrialization more reliable. Cognito also offers email and SMS confirmation workflows, as well as user-data synchronization across devices.

For serverless architectures, Cognito remains a logical choice, reducing the need for custom code to manage refresh tokens and revocation. Its pay-per-use pricing ensures competitive rates as long as volumes remain controlled.

Azure AD B2C for the Microsoft Ecosystem and Hybrid Scenarios

Azure AD B2C caters to organizations already invested in Microsoft 365 and Azure AD. It allows you to expose conditional access policies, integrate easily with Azure Sentinel for anomaly detection, and leverage Azure’s identity governance features.

Custom policies give fine-grained control over user journeys, from SSO to extended profiles. Federation scenarios with external directories or B2B partners are handled seamlessly. Microsoft’s extensive documentation eases adoption by internal teams.

Its fixed monthly pricing suits medium to large organizations with relatively stable traffic forecasts. The platform’s resilience and integration with other Azure services make it a solid choice for enterprise-scale identity strategies.

Auth0 and Okta for Multi-Cloud Use Cases

For example, a Swiss e-commerce player chose Auth0 to federate access across applications hosted on both AWS and GCP. This demonstrates the flexibility required when operating in multi-cloud environments and maintaining a consistent user experience.

Auth0 offers a gallery of pre-integrated connections (social networks, SAML, LDAP) and JavaScript rules to customize each workflow step. Okta, on the other hand, emphasizes enterprise access management (EAM) and automated account provisioning, ideal for large organizations.

Both platforms provide rich monitoring dashboards and comprehensive REST APIs, easing integration into your DevOps or SIEM tools. Costs can be higher, but the functional richness and domain expertise often justify the investment for complex organizations.

Integration Dilemmas and Best Practices

Integration choices impact user experience and security level. It is essential to balance UX simplicity with robust authentication mechanisms.

Reconciling User Experience and Authentication Robustness

To reduce friction, using standardized OAuth2 flows with an integrated UI in your applications maintains graphical consistency while leveraging the provider’s security guarantees. The challenge is to avoid intrusive pop-ups or redirects.

Using native SDKs for mobile or front-end ensures optimal rendering and secure in-memory token handling. Silent refresh strategies help keep sessions alive without frequent reauthentication. However, rapid revocation must be guaranteed upon anomaly detection.

Implementing a token orchard with short-lived access tokens coupled with refresh tokens limits exposure in case of interception. Striking the right balance between token lifetime and refresh frequency is crucial.

Adopting Biometrics and Passwordless Authentication

Passwordless mechanisms combined with biometrics (Touch ID, Face ID, or fingerprint) offer a modern, secure UX. They rely on standards like WebAuthn and FIDO2, eliminating the need to store server-side passwords.

Implementing these flows requires a testing and user-acceptance phase to ensure adoption. Organizations must communicate clearly about biometric data protection, often perceived as sensitive. The SaaS provider handles private key management and encryption.

This approach eliminates common phishing vectors and reduces support load related to password resets. It does, however, require careful management of compatibility across browsers and mobile devices.

Native Integration vs. External Pages: Key Trade-offs

Native integration offers full control over the experience but exposes developers to the complexity of maintaining authentication flows. SDKs often require synchronized updates with provider API changes.

Provider-hosted pages ensure continuous compliance and delegate design management externally. They suit organizations prioritizing rapid deployment and reduced legal exposure.

The choice must align with your technical team’s maturity and customization requirements. A common compromise is to use a customizable iframe or embedded widget, combining UX flexibility with delegated security.

Strengthen Your Identity Security and Gain Peace of Mind

To avoid data leaks and attacks, opt for a proven solution rather than managing identities yourself. Cloud providers offer security, compliance, and scalability guarantees that few internal teams can replicate. The choice between AWS Cognito, Azure AD B2C, Auth0, or Okta will depend on your ecosystem and business requirements.

Adopt standard OAuth2 flows, prioritize UX with native SDKs, explore biometrics, and define a coherent integration strategy. Centralized management simplifies maintenance, session revocation, and traceability, while reducing regulatory burden. Our experts can help you contextualize these best practices and build a secure, scalable ecosystem aligned with your business goals.

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PUBLISHED BY

Martin Moraz

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Martin is a senior enterprise architect. He designs robust and scalable technology architectures for your business software, SaaS products, mobile applications, websites, and digital ecosystems. With expertise in IT strategy and system integration, he ensures technical coherence aligned with your business goals.

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NoSQL Databases: When and Why to Adopt Them in Your Business

NoSQL Databases: When and Why to Adopt Them in Your Business

Auteur n°2 – Jonathan

In a context where data volumes are growing exponentially and responsiveness requirements are becoming critical, NoSQL databases have emerged as an essential alternative to traditional relational systems. Their distributed architecture, capacity to handle flexible schemas, and focus on horizontal scalability meet the needs of modern applications – big data, e-commerce, IoT, or real-time services.

This article reviews the fundamental differences with SQL, presents the main families of NoSQL databases, and illustrates their strengths and limitations with concrete examples. Finally, it provides guidance to choose the solution best suited to your IT and business challenges.

Key Differences Between SQL and NoSQL

Traditional relational models rely on a fixed schema and strong consistency, while NoSQL databases offer a dynamic schema and distribution tolerance. This choice affects data flexibility, performance management, and the ability to scale according to your actual needs.

The first divergence between SQL and NoSQL lies in data structure. Relational databases enforce a strict schema from the outset, which simplifies complex queries but complicates evolving the model. NoSQL databases, by contrast, adopt an “schema-less” or evolvable schema, allowing you to easily add new fields without a complete database overhaul.

Next, consistency management differs radically. SQL systems aim for ACID consistency in every transaction, ensuring data integrity but limiting performance under high distributed load. NoSQL databases often prioritize availability and partition tolerance (CAP), offering eventual consistency guarantees to optimize throughput and resilience.

Finally, the mode of scalability drives the choice according to your priorities. Relational databases scale-up by upgrading server resources (scale-up), whereas NoSQL databases rely on horizontal scalability, adding nodes to the cluster to handle traffic spikes or data volume increases without interruption.

Horizontal vs. Vertical Scalability

In a traditional SQL model, performance improvement typically comes from adding CPU, memory, or storage resources to a single server. This scale-up approach can be costly and faces physical and budgetary limits.

NoSQL architectures are designed for cluster deployment. Simply add new nodes to increase storage capacity and processing power. This flexibility makes it easy to handle high load spikes or unexpected growth.

A Swiss SME specializing in real-time analytics expanded its Cassandra cluster from three to ten nodes in just a few hours. This horizontal scaling demonstrated the speed and operational efficiency a NoSQL database offers for seasonal traffic spikes.

Graph Databases for Complex Relationships

Graph databases (Neo4j, JanusGraph) represent data as nodes and edges, enabling the modeling and exploration of sophisticated relationships. They are favored for social networks, fraud detection, and recommendation engines.

Thanks to optimized traversal algorithms, they deliver high performance for path queries or centrality metrics, which are difficult to achieve in SQL without costly joins.

A Swiss financial services institution uses a graph database to detect payment fraud by linking transactions, accounts, and behaviors. This example highlights the contribution of graph databases to real-time relational analysis.

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Main Types of NoSQL Databases

NoSQL databases are divided into four main categories: document, key-value, column, and graph, each optimized for specific needs. Understanding their strengths and use cases makes it easier to choose the right solution for your project.

Each type of NoSQL database specializes in a particular access pattern or data model. Document databases naturally handle semi-structured objects, key-value stores excel in speed for simple pairs, wide-column stores efficiently address analytics on large volumes, and graph databases exploit complex relationships between entities.

Selection criteria include the nature of queries, data volume, the need for relationships between objects, and latency requirements. A precise analysis of your business needs will guide you toward the most suitable family, or even a hybrid architecture combining multiple NoSQL solutions.

Document and Key-Value Databases

Document databases (MongoDB, Couchbase) store JSON or BSON objects, making them ideal for web applications, product catalogs, or user profiles. Their model adapts to heterogeneous data without requiring schema migrations when evolving.

Conversely, key-value stores (Redis, DynamoDB) associate a unique key with an opaque value, ensuring ultra-fast access. They are commonly used for caching, user sessions, or queues.

Both approaches share the advantages of minimal latency and ease of implementation, but differ in the complexity of queries they support: document databases allow searches on internal fields, while key-value stores are limited to key-based lookups.

Use Cases: Big Data, E-Commerce, IoT, and Real-Time Services

NoSQL databases address a variety of needs: big data ingestion and analysis, e-commerce personalization, connected object management, and real-time services. Each use case leverages specific characteristics to optimize performance and responsiveness.

For an online retailer, the ability to recommend relevant products in real time depends on analyzing customer journeys and purchase histories. Document databases provide flexibility to store profiles and sessions enriched with behavioral data.

Integrating Redis as a cache ensures sub-millisecond response times for product pages or carts, while the document database feeds recommendation engines in near real time.

A Swiss e-commerce platform implemented MongoDB to store views and user interactions, and Redis to manage sessions. This choice increased the conversion rate by 15%, demonstrating the impact of NoSQL databases on the customer experience.

Advantages and Constraints of NoSQL Databases

NoSQL databases stand out for their performance, horizontal scalability, and flexibility, but they also introduce increased complexity and consistency trade-offs. A rigorous evaluation of advantages and limitations ensures a choice tailored to your business and technical context.

The main strengths lie in the ability to handle variable loads without interruption, evolve the schema effortlessly, and distribute data across multiple nodes for high availability. In return, cluster operational management requires specialized skills and increased focus on consistency and backups.

Eventual consistency can lead to temporary discrepancies between replicas, requiring application-level mechanisms to compensate for these delays. Finally, management and monitoring costs can rise if you multiply clusters or associated services.

Turning Your Data into an Innovation Lever with NoSQL

NoSQL databases offer a range of solutions to address the scalability, flexibility, and performance challenges posed by modern applications. By understanding their differences with SQL, the available types, priority use cases, and their strengths and limitations, you can structure a contextual, open-source, and modular architecture.

Whether you are in the exploration phase or ready to industrialize your platform, our experts can support you in auditing your ecosystem, selecting technologies, and implementing an appropriate governance. Benefit from a hybrid approach, free from vendor lock-in, focused on ROI, performance, and longevity.

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Jonathan Massa

As a senior specialist in technology consulting, strategy, and delivery, Jonathan advises companies and organizations at both strategic and operational levels within value-creation and digital transformation programs focused on innovation and growth. With deep expertise in enterprise architecture, he guides our clients on software engineering and IT development matters, enabling them to deploy solutions that are truly aligned with their objectives.

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Infrastructure Engineer: Key Missions, Skills, Career Path, and When to Recruit?

Infrastructure Engineer: Key Missions, Skills, Career Path, and When to Recruit?

Auteur n°2 – Jonathan

In a context where IT infrastructure underpins performance, security, and innovation capacity, the infrastructure engineer plays a strategic role. They design, deploy, and oversee hybrid ecosystems blending hardware, networks, and software, while avoiding excessive proprietary lock-in. Depending on the company’s size and maturity, their responsibilities span on-premise, cloud, and automation through infrastructure as code.

How can you precisely define their scope, identify the required technical skills and soft skills? When is the right time to hire this profile to maximize ROI and your IT system’s resilience? This article provides a comprehensive overview of their missions, career progression, and selection criteria.

What Is the Scope of the Infrastructure Engineer?

The infrastructure engineer is responsible for designing, deploying, and supervising the IT ecosystem. They ensure the availability, scalability, and security of hardware, network, and software environments.

Overall Scope of the Infrastructure Engineer

The primary mission is to define the target infrastructure architecture based on business needs and technical constraints. The engineer analyzes data volumes, performance requirements, and continuity-of-service objectives to choose the right components. They then coordinate the deployment of servers, network equipment, and the software layer to ensure a reliable and scalable foundation.

Open source is often preferred to limit vendor lock-in, following DevSecOps best practices, while ensuring modularity and maintainability. The engineer sets standards, selects monitoring tools, and establishes incident management procedures. They also interact with business teams to anticipate changes and adjust the infrastructure as projects evolve.

Example: A Swiss industrial SME hired an infrastructure engineer to migrate its server fleet to a hyper-converged cluster. This project demonstrates the importance of a modular, scalable approach to absorb workload peaks without service interruption.

Differences by Organization Size and Maturity

In a startup, the infrastructure engineer often wears multiple hats and directly manages the provisioning of cloud and on-premise resources. Speed of deployment and flexibility are paramount to support rapid growth. Documentation and automation with Terraform or Ansible may be lighter in favor of responsiveness.

Conversely, in a large enterprise, the infrastructure engineer specializes in a technical domain, such as networking or storage, and collaborates with architects and security teams. ITIL processes and formal update cycles minimize risks in critical environments. Traceability and compliance with standards are essential.

In mid-sized organizations, a hybrid profile is often sought—capable of handling both cloud-native projects and legacy infrastructures—while defining a roadmap toward a more agile and secure architecture.

Cloud, Network, and Infrastructure Architect Variants

The role can branch into a cloud engineer focused on the IaaS and PaaS services of major providers. They automate deployments and ensure dynamic resource sizing. This specialist implements backup and disaster recovery strategies in the cloud to meet continuity requirements.

The network engineer, on the other hand, designs and secures IP, VPN, and MPLS flows. They implement Zero Trust policies and VPNs to encrypt sensitive communications. Their expertise in protocols and performance optimization is crucial.

The infrastructure architect takes a cross-cutting vision and supports long-term strategy. They conduct urbanization studies, define design standards, and guide platform evolution toward hyper-converged or microservices-oriented architectures.

The Hardware, Network, and Software Layers Supervised

The infrastructure engineer covers all layers, from physical racks to deployment code. Each level requires specific expertise and the ability to orchestrate components for performance and reliability.

Hardware Layer: Servers and Storage

At this level, the engineer selects physical or virtual servers and evaluates CPU, RAM, and disk capacity needs. They must anticipate data growth and choose tiered or distributed storage solutions. The goal is to provide a high-performance, scalable hardware foundation capable of handling variable loads.

Hyper-converged infrastructures combine storage, compute, and networking in a single chassis, simplifying management and offering a strong cost-performance ratio. This approach speeds up deployments and reduces failure points.

In parallel, object storage and automated backup solutions ensure data persistence and resilience, complemented by a robust disaster recovery plan.

Network Layer: Connectivity and Perimeter Security

At the heart of the infrastructure, the network ensures communication among users, applications, and services. The engineer designs the LAN, WAN, and connections to public cloud and remote sites. They size links, define VLANs, and implement high availability to prevent downtime.

Perimeter security relies on next-generation firewalls, intrusion detection systems, and access controls. The engineer enforces Zero Trust policies and VPNs to encrypt sensitive traffic. They also monitor traffic to detect anomalies and anticipate DDoS attacks.

Network performance management involves continuous monitoring of RTT, jitter, and throughput. Dedicated tools alert on degradation and allow load balancing or automatic traffic rerouting to ensure an optimal user experience.

Software Layer: Hypervisors, Containers, and Orchestration

On the software layer, the engineer selects and configures hypervisors (VMware, Hyper-V, or KVM) or container platforms (Docker, Kubernetes). Containers facilitate portability and rapid application deployment. The specialist defines best practices for image packaging and versioning.

Orchestration is handled with tools like Kubernetes, OpenShift, or Rancher. The engineer designs clusters, configures scaling policies, and ensures pod resilience. They integrate discovery and load-balancing services to dynamically distribute load.

The software layer also includes backup, snapshot, and restoration solutions. The engineer automates workflows via scripts, manages configurations, and ensures consistency across development, staging, and production environments.

Example: A Swiss private bank revamped its network and hypervisor architecture, moving from a single data center to a multizone design. This effort demonstrated the importance of an orchestrated software layer to guarantee rapid replication and uninterrupted service continuity.

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What Are the Recurring Missions of the Infrastructure Engineer?

The missions cover design, security, automation, monitoring, documentation, and cross-functional coordination. Each task fits into a continuous cycle of IT system improvement and resilience.

Infrastructure Design and Deployment

During the design phase, the engineer assesses requirements, defines the target architecture, and selects technologies. They build the deployment plan, map hardware and software components, and schedule milestones. Success depends on aligning business constraints with SLA objectives.

The deployment phase involves configuring equipment, installing operating systems, and setting up networks. The engineer coordinates vendors and internal teams to ensure a smooth cutover. Load and security tests are performed from the first deployment to validate the design.

In a hybrid context, they also manage connectors between on-premise and public cloud. They monitor operating costs and recommend optimizations to balance performance and budget. This approach avoids surprises and enhances IT spending predictability.

Security and Patch Management

Infrastructure security involves regular patching, firmware updates, and enforcing security policies. The engineer schedules maintenance windows to minimize operational impact. They validate fixes in test environments before production rollout.

They integrate vulnerability scanners and review reports to identify weaknesses. Automated backup and restore procedures ensure rapid data recovery in case of incidents. The engineer also conducts regular audits and raises team awareness on security best practices.

Continuous compliance with standards (ISO 27001, GDPR, etc.) is verified. The engineer drafts and updates incident management and alert response procedures. These measures reduce risks and maintain high trust levels.

Automation, Infrastructure as Code, and CI/CD

Automation is central to ensuring consistency and reproducibility. The engineer writes Ansible, Terraform, or CloudFormation scripts to describe the desired state of infrastructure as code. They version these resources in Git repositories to track every change.

Implementing CI/CD pipelines enables automatic deployment of updates and patches. The engineer configures build and test jobs, integrates security scans, and manages phased rollouts. This reduces human error and shortens delivery cycles.

Using containers and orchestration tools enhances modularity. Each component is packaged in a lightweight container and deployed via a pipeline, ensuring scalability and service isolation. The engineer standardizes workflows and secures the entire process.

Monitoring, Documentation, and Coordination

Proactive monitoring relies on tools like Prometheus, Grafana, or ELK. The engineer defines key performance indicators (CPU, memory, latency, errors) and sets up alerts to detect issues before users are impacted. Regular reports help plan future improvements.

Technical documentation captures architectures, deployment procedures, and recovery plans. It serves as a reference for new team members and facilitates knowledge transfer. The engineer continuously updates these documents to reflect infrastructure changes.

Finally, they act as a facilitator between development and operations teams. Technical committees and sync meetings help adjust priorities and align IT and business roadmaps. This cross-functional coordination is essential to accelerate projects and secure deliveries.

Example: A Swiss e-commerce platform adopted Terraform to automate environment provisioning and integrated a CI/CD pipeline. This showed that well-designed infrastructure as code reduces deployment time by 70% and improves update reliability.

Skills, Soft Skills, and Career Path to Architecture

An infrastructure engineer must combine deep technical expertise with strong interpersonal skills. Education and certifications mark a progressive career toward senior and architectural roles.

Essential Technical Skills

Operating systems (Linux, Windows Server) form the foundation. The engineer masters shell commands, service management, and advanced kernel configuration. They must also understand virtualization and containerization principles to size resources correctly.

On the network side, knowledge of TCP/IP, BGP, and VLAN protocols is essential. The ability to configure firewalls, load balancers, and VPN tunnels ensures secure and performant traffic. The engineer is also proficient with scripting tools to automate recurring tasks.

Experience with cloud platforms (AWS, Azure, GCP) and IaaS/PaaS services is often required. CI/CD skills, containerization with Docker and Kubernetes, and an infrastructure as code approach are now indispensable to meet agility and reliability demands.

Soft Skills and Non-Technical Expertise

Communication skills enable translating business needs into technical solutions and simplifying complex concepts. The engineer must establish constructive dialogue with development, security, and operations teams. This collaboration strengthens buy-in and responsiveness during cross-functional projects.

Organization and rigor are essential to manage multiple projects and stick to maintenance schedules. A structured approach helps prioritize incidents and document every action. Anticipation prevents firefighting by planning updates and upgrades.

Finally, analytical thinking and technical curiosity drive continuous monitoring of new technologies and best practices. The engineer leverages open source communities, conferences, and peer exchanges to enrich their expertise and propose innovative solutions.

Education and Progression to Infrastructure Architect

Degrees in computer science, network engineering, or information systems provide a solid foundation. Certifications (Linux Foundation, Cisco CCNA/CCNP, AWS Certified Solutions Architect) validate specific skills and reassure recruiters. They are valuable assets during hiring.

Throughout their career, the engineer can specialize by earning DevOps or Kubernetes Certified Administrator accreditations. These programs focus on automation and large-scale cluster management. They also prepare for architectural roles and leading internal technical communities.

Transitioning to the architect role relies on experience with major projects, the ability to set standards, and oversee complex initiatives. The senior engineer becomes a strategic reference, participates in governance, and advises leadership on long-term infrastructure choices.

Optimize Your Infrastructure to Strengthen Your Competitiveness

A well-sized and secure infrastructure is a lever for performance, agility, and resilience. The infrastructure engineer ensures alignment between business needs and technical capacities, guarantees availability, and anticipates changes. Their technical skills, enriched by soft skills and continuous learning, are essential to manage hybrid, modular ecosystems.

Whether you plan to recruit this key profile or develop your existing resources, our Edana experts are ready to assess your challenges and build a tailored infrastructure strategy. Their experience in open source, cloud, and legacy environments will guide you toward scalable and secure solutions.

Discuss your challenges with an Edana expert

PUBLISHED BY

Jonathan Massa

As a senior specialist in technology consulting, strategy, and delivery, Jonathan advises companies and organizations at both strategic and operational levels within value-creation and digital transformation programs focused on innovation and growth. With deep expertise in enterprise architecture, he guides our clients on software engineering and IT development matters, enabling them to deploy solutions that are truly aligned with their objectives.

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Understanding Endpoint Security for Databases: Challenges, Threats, and Solutions

Understanding Endpoint Security for Databases: Challenges, Threats, and Solutions

Auteur n°2 – Jonathan

Endpoint security for databases has become a critical, yet often underestimated, pillar in the overall data protection strategy. Attacks primarily target the servers hosting your databases, exploiting system vulnerabilities and improper configurations.

Ensuring robust endpoint protection not only allows you to detect intrusions swiftly but also prevents data leaks and sabotage of your critical assets. Modern solutions such as EDR, MDR, and XDR offer an essential defense layer that complements network and application security. Discover how to integrate this aspect into your IT governance to preserve the confidentiality, integrity, and availability of your data.

Fundamentals of Databases and Security Challenges

Understanding the different types of databases and their use cases is the first step in assessing risks. Securing these systems requires a clear vision of responsibilities, access controls, and available cryptographic mechanisms.

Types of Databases

Relational databases, such as PostgreSQL or MySQL, organize information in tables linked by primary and foreign keys. They are suited for structured transactions and guarantee ACID consistency.

NewSQL systems offer a compromise by combining the transactional reliability of relational databases with the distributed performance of NoSQL. Finally, data warehouses like Snowflake or Redshift are optimized for analytics, while in-memory databases (Redis) target extreme performance. Discover our guide on data warehouses.

Example: An industrial company simultaneously used a PostgreSQL database for production management and MongoDB to collect sensor data. This hybrid architecture highlights the importance of choosing the right database category based on volume and consistency requirements for each use case.

Role of Databases and Continuity Challenges

Databases store strategic information, from customer management to production planning and billing. Unavailability or corruption can paralyze operations and damage reputation. Ensuring availability involves redundancy strategies, replication, and backups with regular restore points. To prepare your disaster recovery plan, see our DR/BCP guide.

Service continuity relies on clustering mechanisms, automatic failover, and performance monitoring. Every configuration change or version update must follow a testing protocol in an isolated environment to prevent unforeseen downtime.

Integrating security at the design stage of replication and backup plans reduces the risk of human error and strengthens resilience against storage-based denial-of-service attacks.

Importance of Database Security

Database security aims to ensure data confidentiality, integrity, and availability. It includes access control, strong authentication, encryption at rest and in transit, and audit logging. Without these measures, sensitive data is exposed to leaks and corruption.

Regulations such as the GDPR or the Swiss Federal Data Protection Act impose traceability and confidentiality requirements. Non-compliance can lead to fines and loss of trust, which is particularly critical for the financial, medical, and industrial sectors.

Investing in database security strengthens the organization’s overall posture, as it becomes the cornerstone of cybersecurity and supports network and application security efforts.

Modern Threats Targeting Databases

SQL injection attacks, denial-of-service, and privilege escalation remain among the most feared attack vectors. Cybercriminals often exploit unprotected endpoints to compromise your data.

SQL Injection and Denial-of-Service Attacks

SQL injection allows malicious commands to be inserted into queries, compromising access rights and confidentiality. An unfiltered query can expose the entire schema or allow deletion of critical data. WAF protections and the use of parameterized queries are essential preventive measures.

Denial-of-Service (DoS) attacks aim to overwhelm server resources, rendering the database unavailable. These attacks can be amplified by bots or massive queries. Implementing quotas, throttling, and application firewalls limits the impact on availability.

Example: A Swiss retailer experienced a surge of illegitimate requests to its MySQL server, resulting in several hours of downtime. Post-incident analysis revealed a lack of throttling mechanisms and endpoint-level network protection—a key lesson for strengthening database server security.

Privilege Escalation and Access Compromise

Privilege escalation occurs when compromised or misconfigured credentials allow moving from a low-permission account to an administrator role. Attackers can then alter the database structure, delete backups, or download entire data volumes.

Granular role management, separation of environments (production, testing), and regular rotation of keys and certificates mitigate this risk. Multi-factor authentication (MFA) on administration consoles is also an indispensable safeguard, complemented by a zero-trust IAM approach.

Monitoring sessions and unusual queries with endpoint intrusion detection tools enables rapid identification of any privilege escalation attempts.

Data Leaks and Sabotage

Insider saboteurs or advanced persistent threats (APTs) often exploit endpoint access to exfiltrate sensitive data. Without disk encryption and detailed logging, these leaks can go undetected for months.

File system-level encryption, combined with role-based access control and immutable audit logs, reduces the attack surface and facilitates post-incident investigations. Endpoint security solutions also analyze suspicious read/write processes.

A comprehensive data loss prevention (DLP) policy, integrated with endpoint security, serves as an additional barrier against unauthorized exfiltration.

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Endpoint Security: Core Principles and Key Features

Endpoint security ensures that every server, VM, and container is hardened and continuously monitored. It serves as the last line of defense before direct database access.

Encryption at Rest and in Transit

Disk encryption protects data even if an attacker gains physical access to the server. Built-in OS solutions or third-party modules encrypt each block, rendering the disk unreadable without the key. This mechanism enhances data loss prevention and regulatory compliance.

Channel encryption (TLS, VPN) ensures confidentiality of traffic between clients, applications, and databases. It prevents interception of credentials and sensitive data during queries. Certificates must be managed and renewed automatically to avoid any authenticity gaps.

Endpoint solutions often include a key and certificate management module, centralizing distribution and avoiding manual configuration errors.

Behavioral Analysis and Anomaly Detection

Endpoint behavioral analysis tools establish normal usage profiles for each server. Any deviation (unknown processes, calls to unauthorized libraries, requests to unusual ports) triggers an immediate alert. This intrusion detection is crucial for spotting APTs and lateral movements.

Embedded machine learning algorithms analyze system logs, file access, and network calls to identify malicious patterns. Real-time analysis can automatically block suspicious actions or quarantine the affected server.

With these capabilities, even new or signature-less attacks can be detected and isolated before they reach the database.

Patch Management and System Hardening

An unpatched server presents a major entry point for attackers. Endpoint solutions often include a patch management module, automating the deployment of critical updates while testing dependencies to prevent regressions.

Hardening involves closing unnecessary ports, disabling superfluous services, and applying security policies (CIS Benchmarks). This approach significantly reduces the attack surface by limiting intrusion vectors.

Regular vulnerability scans integrated into endpoint security provide continuous visibility and prioritize corrective actions based on business risk.

EDR, MDR, and XDR for Databases

EDR, MDR, and XDR solutions offer complementary defense layers to cover detection, response, and threat correlation. They are essential for high-performance, scalable server endpoint protection.

EDR: Rapid Incident Response

Endpoint Detection and Response (EDR) continuously collects system, network, and file events. In case of an incident, EDR delivers a detailed diagnosis of the attack path, involved processes, and potential impact on the database.

Internal teams can then isolate the compromised server, block malicious processes, and restore the previous state. EDR speeds up mean time to respond (MTTR) and limits operational impact.

For a critical database, EDR is the first active defense component, detecting injection attempts, privilege escalation, and lateral movement before the attack progresses.

MDR: External Expertise and Support

Managed Detection and Response (MDR) combines EDR technology with dedicated expert supervision. Outsourcing monitoring and analysis provides 24/7 expertise without internal overload.

MDR analysts identify complex incidents, investigate persistent threats, and suggest precise remediation actions. This contextualized approach leverages industry knowledge and specific use cases.

Example: A Geneva-based banking organization used an MDR service to secure its Oracle databases. The provider detected a series of bot attacks targeting private replication, highlighting the importance of expert threat intelligence for anticipating emerging threats.

XDR: Unified Visibility and Data Correlation

Extended Detection and Response (XDR) centralizes security alerts from endpoints, networks, cloud, and applications. This correlation provides a holistic view of attacks, revealing multi-vector scenarios often invisible in silos.

XDR automates response by orchestrating playbooks across firewalls, server endpoint protection solutions, and SIEM tools. The reaction is immediate and coordinated across the entire infrastructure.

For database security, XDR ensures that no evasion attempts slip through the cracks, even when attacks originate on other layers (cloud, application).

Building a Robust Endpoint Security Strategy for Databases

Protecting databases goes beyond encryption or authentication. A comprehensive endpoint security strategy, based on EDR, MDR, and XDR, enables continuous threat detection, analysis, and response. Key features such as disk encryption, behavioral analysis, and patch management enhance server resilience.

Our experts tailor each project to your context, favoring open-source, scalable solutions with no vendor lock-in. They support you from audit to SOC implementation, whether in-house or outsourced, ensuring a security posture aligned with your performance and longevity requirements.

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PUBLISHED BY

Jonathan Massa

As a senior specialist in technology consulting, strategy, and delivery, Jonathan advises companies and organizations at both strategic and operational levels within value-creation and digital transformation programs focused on innovation and growth. With deep expertise in enterprise architecture, he guides our clients on software engineering and IT development matters, enabling them to deploy solutions that are truly aligned with their objectives.

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Cloud et Cybersécurité (EN) Featured-Post-CloudSecu-EN

Open Source & Security: DevSecOps Best Practices for Your Custom Projects

Open Source & Security: DevSecOps Best Practices for Your Custom Projects

Auteur n°2 – Jonathan

In a landscape where open source has become a cornerstone of software innovation, leveraging its benefits while controlling the risks is a major challenge for IT leadership. DevSecOps methodologies, which embed security from the design phase, provide a structured framework to ensure the robustness of your custom developments. From legal compliance and dependency tracking to automated controls, there are now pragmatic solutions to reconcile agility with resilience.

Advantages of Open Source Code for Your Custom Projects

Open source accelerates your development with a vast library of proven components maintained by an active community. This dynamic enables a shorter time-to-market while benefiting from recognized and reliable standards.

A rich ecosystem and accelerated time-to-market

Open source projects rely on thousands of open libraries and frameworks, reviewed and validated by a global community. Each new release includes fixes derived from diverse real-world feedback, drastically reducing internal testing and validation phases.

By leveraging standardized modules, internal teams no longer need to reinvent the wheel for common features (authentication, logging, caching, etc.). They can focus instead on the business value unique to their project.

Thanks to these ready-to-use components, deploying a new feature can go from several weeks to a few days without compromising quality.

Example: A Swiss industrial equipment company integrated an open source IoT sensor management library. This choice reduced prototype development time for a monitoring platform by 40% while benefiting from regular updates and security patches provided by the community.

Flexibility and adaptability of components

The modular architecture inherent to open source makes it easy to customize each piece according to the company’s specific needs. It becomes possible to replace or adjust a component without impacting the entire solution.

This modularity reduces vendor lock-in risk: you’re no longer tied to a proprietary vendor and retain full control over each technology layer.

Furthermore, access to the complete source code opens the door to targeted optimizations for performance, low latency, or enhanced security constraints.

As your stack evolves, you can update your modules independently, ensuring a scalable and sustainable architecture.

A continuous community and support

Each open source project relies on a community of developers, maintainers, and users who share feedback, patches, and best practices through forums, mailing lists, or dedicated platforms.

Release cycles are typically well documented, with release notes detailing bug fixes, security patches, and new features.

Several projects also offer commercial support services, giving companies access to SLAs, prioritized updates, and expert advice.

This dual layer of community and professional support ensures continuous and secure maintenance of key components in your software ecosystem.

Common Risks Associated with Using Open Source

Despite its many advantages, open source entails vulnerabilities related to licensing, outdated dependencies, or abandoned projects. Identifying and anticipating these is crucial for ensuring the security and compliance of your custom solutions.

License management and legal compliance

Each open source component is distributed under a specific license (MIT, Apache, GPL, etc.) that defines the rights and obligations around distribution, modification, and reuse.

A lack of awareness about these restrictions can lead to inadvertent violations—such as including a copyleft library in a proprietary module without meeting source code sharing obligations.

To avoid legal risk, it’s essential to inventory every dependency and precisely document the associated license before development begins.

This traceability also simplifies legal audits and ensures transparency with stakeholders and regulators.

Vulnerabilities and outdated dependencies

Security flaws can affect both your code and its transitive dependencies. An unpatched external component can introduce serious vulnerabilities (XSS, RCE, CSRF, etc.).

Without an automated analysis and remediation process, you expose your applications to attacks exploiting known flaws that have existed for months or even years.

Tools like Snyk, Dependabot, or OWASP Dependency-Check regularly list CVE vulnerabilities and recommend patches or safer versions.

Example: A banking group discovered a critical flaw in the 1.2.0 version of a cryptography library, which had been abandoned for two years. Integrating an automated scanner allowed them to identify and patch version 1.3.5, thus avoiding an incident with heavy financial and reputational consequences.

Abandoned open source projects and lack of maintenance

Some open source projects, though initially promising, may lose their lead maintainer or see community disengagement. The code then becomes obsolete, with no security updates or functional improvements.

Integrating such a project increases risk because any detected vulnerability will no longer receive an official fix. You are then forced to maintain your own fork, incurring additional development and support costs.

Before selecting a component, check the repository’s activity (number of recent contributions, open issues, maintainer responsiveness) and favor projects with clear governance and regular release cycles.

In case of trouble, having anticipated replacement scenarios or an internal fork allows swift response without compromising delivery timelines.

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DevSecOps Best Practices for Securing Open Source from the Design Phase

Embedding security from the outset of development significantly reduces vulnerabilities and boosts operational efficiency. DevSecOps practices support this approach by formalizing risk analysis and automating controls.

Shift Left security integration

The “Shift Left” principle involves moving security activities to the earliest stages of the development cycle, starting with user story creation and architecture definition.

This approach ensures that security criteria (strong authentication, sensitive data encryption, access management) are included from the solution’s design phase.

UML diagrams or API mock-ups should include annotations on the flows to secure and the controls to implement.

By involving the Security and Architecture teams from sprint zero, you avoid costly rework at the end of the project, where adding mitigation measures can cause delays and budget overruns.

Code reviews and automated audits

Manual code reviews remain essential for identifying logical flaws or bad practices, but they should be complemented by automated scanners.

Tools like SonarQube, Checkmarx, or Trivy detect code vulnerabilities, dangerous patterns, and misconfigurations.

Integrated directly into your CI/CD pipelines, these scans run at each commit or pull request, immediately alerting developers of non-compliance.

Rapid feedback reinforces a quality culture and reduces the risk of introducing regressions or security breaches.

Proactive license management and governance

Implementing an open source license management policy, overseen by a legal referent or an Open Source Program Office, ensures contractual obligations are met.

License repositories are kept up to date, and every new dependency undergoes formal validation before integration into the codebase.

This governance includes a legal risk dashboard that classifies each license by criticality and its impact on distribution processes.

Example: A telecommunications company established a monthly open source license review committee. Every new library is examined from legal and technical standpoints, reducing non-compliance cases by 70% and enabling surprise-free client audits.

Tools and Strategy for Automating Open Source Dependency Security

Automating the detection and remediation of vulnerabilities in dependencies is a cornerstone of DevSecOps. It frees teams from manual tasks and ensures consistent code hygiene.

Automatic vulnerability detection

Dependency scanners (Snyk, Dependabot, OWASP Dependency-Check) analyze manifests (package.json, pom.xml, Gemfile, etc.) to identify vulnerable versions.

As soon as a CVE is referenced, these tools generate tickets or pull requests with the patched version or a mitigation plan.

The severity level (CVSS score) is automatically assigned to each alert, helping prioritize fixes based on business impact.

This continuous monitoring prevents technical debt accumulation and ensures your releases adhere to security best practices.

Secure CI/CD pipelines

Incorporating security scans into CI/CD pipelines (GitHub Actions, GitLab CI, Jenkins) enables teams to block or be notified of new vulnerabilities.

Each merge to the main branch triggers a series of checks: linting, unit tests, integration tests, and security scans.

The build status reflects overall code quality, including risk level. CI dashboards display trends and success rates.

With these safeguards, no code is deployed without meeting the security and quality requirements defined from the outset.

Continuous monitoring and alerting

Monitoring platforms (Prometheus, Grafana, ELK Stack) can be integrated with security tools to raise production alerts.

By tracking key metrics (authentication failure rates, abnormal traffic, latency, 5xx errors), you quickly spot suspicious activity that may indicate an exploited vulnerability.

Incident playbooks define response steps and stakeholder roles (DevOps, Security, Support), ensuring a coordinated and controlled reaction.

This continuous feedback loop strengthens your infrastructure’s resilience and protects critical services against emerging threats.

Leverage Open Source with Confidence

By combining the openness and richness of open source with robust DevSecOps practices, you gain an agile, modular, and secure ecosystem. Proactive license analysis, automated scans, and integrating security from the design phase ensure rapid deliveries without compromising on quality or compliance.

Whether you’re managing demanding custom projects or looking to reinforce an existing architecture, an open source–focused DevSecOps approach provides flexibility and peace of mind. You reduce time spent on manual fixes and empower your teams to innovate.

Our Edana experts are here to define the strategy, choose the right tools, and deploy a tailor-made DevSecOps pipeline aligned with your business objectives and regulatory constraints.

Discuss your challenges with an Edana expert

PUBLISHED BY

Jonathan Massa

As a senior specialist in technology consulting, strategy, and delivery, Jonathan advises companies and organizations at both strategic and operational levels within value-creation and digital transformation programs focused on innovation and growth. With deep expertise in enterprise architecture, he guides our clients on software engineering and IT development matters, enabling them to deploy solutions that are truly aligned with their objectives.

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Cloud et Cybersécurité (EN) Featured-Post-CloudSecu-EN

Recruiting a DevOps Engineer: Role, Responsibilities, Skills, Advice

Recruiting a DevOps Engineer: Role, Responsibilities, Skills, Advice

Auteur n°16 – Martin

Dans un contexte où la qualité, la rapidité et la stabilité des livraisons logicielles déterminent la compétitivité des entreprises, le rôle du DevOps engineer est devenu stratégique. Cette expertise hybride cultive la collaboration entre les équipes de développement et d’exploitation pour automatiser les déploiements, réduire les risques opérationnels et accélérer le time-to-market. Face à une demande croissante de solutions agiles et résilientes, les entreprises suisses cherchent à intégrer ce profil clé pour soutenir leurs ambitions de croissance. Cet article décrit les missions, responsabilités, compétences, outils, parcours professionnel, conseils de recrutement et perspectives salariales du DevOps engineer.

The Essential Role of the DevOps Engineer within the Company

The DevOps engineer ensures convergence between development and operations to streamline releases and strengthen system stability. They are responsible for automating processes and optimizing collaboration across teams.

Definition and Core Mission

The DevOps engineer is a professional at the intersection of software development and infrastructure administration. They design and maintain continuous integration and delivery pipelines (CI/CD) to guarantee release quality and environment consistency.

Their mission includes test industrialization, container orchestration, and configuration management as code. They ensure each software version is deployed quickly and uniformly while minimizing regression risks.

By combining agile practices with infrastructure-as-code principles, this role fosters better communication between teams and breaks down silos, improving responsiveness to incidents and functional changes.

Organizational Positioning

The DevOps engineer typically reports to the CIO/CTO or the COO. They work closely with developers, product managers, and security engineers.

Depending on the organization’s digital maturity, they may belong to a cross-functional team or a dedicated DevOps unit. This position enables them to spearhead cross-departmental initiatives related to automation, performance, and resilience.

In collaboration with business stakeholders, they define deployment standards, key performance indicators, and service-level agreements, ensuring alignment with the organization’s strategic objectives.

Contribution to Operational Performance

By automating manual processes, the DevOps engineer reduces the time between feature approval and production release. This accelerated time-to-market becomes a decisive competitive advantage.

They implement monitoring and alerting metrics to detect anomalies early and optimize system availability. Incidents are resolved more quickly, minimizing impacts on business operations and user satisfaction.

For example, a banking services company reduced its deployment failure rate by 60% after hiring a DevOps engineer. They implemented a CI/CD pipeline and automated audit scheduling that enhanced the reliability of critical applications.

Responsibilities of the DevOps Engineer in the Software Lifecycle

The DevOps engineer orchestrates every stage of the software pipeline, from continuous integration to production deployment. Their scope covers automation, infrastructure as code, and real-time monitoring.

CI/CD and Deployment Automation

Establishing a continuous integration (CI) pipeline ensures compilation, unit tests, and code reviews on each change. The DevOps engineer guarantees systematic code validation before adding new features.

Continuous deployment (CD) automation enables rapid pre-production and production releases with minimal human error. Rollbacks are predefined to revert instantly to a stable version if an issue arises.

By standardizing scripts and using orchestration engines, they shorten release times and secure deliveries while freeing development teams from repetitive, sensitive tasks.

Infrastructure as Code (IaC)

Using tools like Terraform, Ansible, or CloudFormation, the DevOps engineer defines infrastructure as code. Every change to a server, network, or cloud service is traceable and versionable.

This approach ensures environment reproducibility, reduces configuration drift, and simplifies scaling. Infrastructures can be deployed, updated, or torn down automatically based on business needs.

It also allows testing changes in isolated environments before applying them to production, ensuring consistent compliance and significantly reducing risks associated with manual updates.

Monitoring and Observability

The DevOps engineer implements monitoring solutions (Prometheus, Grafana, ELK) to collect and analyze system, application, and business metrics. Proactive performance monitoring anticipates issues before they impact operations.

They define alert thresholds and dashboards for a clear view of microservices, containers, and cloud infrastructure. Logs are centralized to streamline investigations and accelerate incident resolution.

In a Swiss pharmaceutical group, adding an observability component detected a memory leak in a critical microservice. The automated alert led to a proactive fix, preventing an interruption in the production line.

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Key Technical Skills, Tools, and Distinctions of a Strong DevOps Engineer

A broad technical skill set is required: cloud, scripting, system administration, and integration of DevOps tools. Differentiation from the Site Reliability Engineer or software developer role lies in the operational focus and continuous automation.

Essential Skills

Proficiency in Linux and Windows systems, as well as scripting languages (Bash, Python, PowerShell), is fundamental for administration tasks and automation. These skills provide the flexibility to adapt to diverse environments.

Knowledge of leading cloud providers (AWS, Azure, Google Cloud) is crucial for designing hybrid or multi-cloud architectures. Understanding PaaS, IaaS, and serverless services enables cost and performance optimization.

A strong security mindset is also necessary: secrets management, encryption, access controls, and automated vulnerability testing.

Must-Have Tools

CI/CD pipelines often rely on Jenkins, GitLab CI, GitHub Actions, or Azure DevOps. Tool choice depends on context, existing maturity, and vendor-lock-in constraints.

For IaC, Terraform and Ansible dominate the open-source market with their modularity and extensive modules. These solutions ensure consistent resource management and facilitate cross-team collaboration.

In containerization, Docker and Kubernetes are indispensable. Docker offers lightweight application packaging, while Kubernetes orchestrates distribution, auto-scaling, and service resilience in production.

Differences from SRE and Software Engineer

A Site Reliability Engineer (SRE) focuses on large-scale reliability and performance, often with strict SLO/SLI/SLA objectives. The DevOps engineer covers the entire delivery pipeline, from code writing to operations.

A software engineer concentrates primarily on functional and technical product design. The DevOps engineer builds on these developments to deploy and maintain infrastructure, ensuring consistency across test, preproduction, and production environments.

A Swiss logistics company distinguished these roles by creating a dedicated SRE unit for high availability, while DevOps engineers focused on pipeline automation and continuous deployment, ensuring smooth feature delivery.

Career Path, Recruitment, and Salary Outlook for the DevOps Specialist

Training and certifications guide the DevOps engineer’s journey from introduction to advanced expertise. Recruitment should be based on technical and cultural criteria to ensure a fit with business context and sustainable collaboration.

Career Path and Certifications

Most DevOps engineers start as system engineers, developers, or cloud administrators. They gradually acquire skills in automation, containerization, and orchestration.

Recognized certifications include Certified Kubernetes Administrator (CKA), AWS Certified DevOps Engineer, Microsoft Certified: DevOps Engineer Expert, and HashiCorp Certified: Terraform Associate. These credentials validate mastery of DevOps practices.

Internal training, specialized bootcamps, and hands-on workshops on real projects are excellent opportunities to develop operational expertise and immerse in hybrid environments.

Recruitment Criteria and Timing

Recruitment is ideal when the company reaches a technical complexity threshold: increased deployment frequency, multiple environments, or recurring update incidents.

Key criteria include experience in pipeline automation, IaC tool mastery, security culture, and capability to work on cross-functional projects. Openness to open source and desire to avoid vendor lock-in are also major assets.

The DevOps engineer must communicate effectively with development, operations, and business teams to understand challenges, share best practices, and anticipate future needs.

Average Salaries by Experience Level

In Switzerland, a junior DevOps engineer starts at around CHF 90,000 to CHF 110,000 per year, depending on region and industry. At this stage, they master the basics of IaC and CI/CD pipelines.

With 3–5 years of experience, the average salary ranges from CHF 110,000 to CHF 130,000, reflecting deeper expertise in cloud and automation. Certified Kubernetes or AWS DevOps profiles may command the upper range.

Senior and lead DevOps engineers with over 5 years of experience and responsibilities in architecture or team management earn between CHF 130,000 and CHF 160,000, or more for strategic roles in large groups.

Optimize Your DevOps Strategy to Accelerate Performance

The DevOps engineer is a catalyst for agility and reliability in companies facing rapid evolution and service-continuity challenges. Their missions cover pipeline automation, IaC, monitoring, and cross-team collaboration, ensuring optimal time-to-market.

To recruit the right profile, target technical skills, open-source culture, and the ability to fit into a continuous-improvement mindset. Certifications and field experience facilitate identifying experts who can drive these initiatives.

Our Edana experts support CIOs, CTOs, and operations leaders in defining needs, selecting talent, and implementing DevOps processes tailored to each context. We are also engaged in software development and custom infrastructure projects.

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PUBLISHED BY

Martin Moraz

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Martin is a senior enterprise architect. He designs robust and scalable technology architectures for your business software, SaaS products, mobile applications, websites, and digital ecosystems. With expertise in IT strategy and system integration, he ensures technical coherence aligned with your business goals.