Cloud automation

To get a handle on cloud automation and truly leverage its power, think of it as building a robust, self-managing system for your digital assets. Here are the detailed steps to get started:

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• Step 1: Understand the ‘Why’. Before into tools, grasp the core benefits: cost savings, speed, consistency, and reduced human error. Why automate? Because manual processes are slow, expensive, and error-prone. Automation aims to free up your team for higher-value tasks, not just eliminate jobs.
• Step 2: Start Small, Think Big. Don’t try to automate everything at once. Identify a single, repetitive, and time-consuming task. Perhaps it’s deploying a simple web server or backing up a database. Success in small steps builds momentum.
• Step 3: Choose Your Cloud Platform. Are you on AWS, Azure, Google Cloud, or a hybrid setup? Your choice dictates the native automation tools available. For instance, AWS offers CloudFormation, Azure has ARM templates, and Google Cloud uses Deployment Manager. Many organizations operate multi-cloud environments, which will influence your toolset.
• Step 4: Adopt Infrastructure as Code IaC. This is the bedrock. Write scripts to define your infrastructure. Tools like Terraform multi-cloud, Ansible configuration management, or platform-specific IaC services allow you to version control your entire infrastructure. Think of it like Git for your servers, networks, and databases.
  • Terraform: https://www.terraform.io/
  • Ansible: https://www.ansible.com/
  • AWS CloudFormation: https://aws.amazon.com/cloudformation/
• Step 5: Implement CI/CD Pipelines. Continuous Integration/Continuous Delivery CI/CD automates the build, test, and deployment phases. Tools like Jenkins, GitLab CI/CD, or GitHub Actions can trigger deployments automatically when code changes are pushed. This ensures consistent, rapid releases.
  • Jenkins: https://www.jenkins.io/
  • GitLab CI/CD: https://docs.gitlab.com/ee/ci/
  • GitHub Actions: https://docs.github.com/en/actions
• Step 6: Monitor and Optimize. Automation isn’t set-and-forget. Use cloud-native monitoring tools e.g., AWS CloudWatch, Azure Monitor, Google Cloud Monitoring and third-party solutions e.g., Datadog, Splunk to track performance, identify bottlenecks, and ensure your automated systems are running efficiently. This feedback loop is crucial for continuous improvement.
• Step 7: Prioritize Security and Compliance. Automation can enforce security policies consistently. Integrate security checks into your CI/CD pipelines and use identity and access management IAM tools to control who can do what. Automate compliance reporting where possible.

The Unpacking of Cloud Automation: Beyond the Buzzwords

Cloud automation isn’t just a tech trend. it’s a fundamental shift in how organizations manage their digital infrastructure and services. At its core, it’s about using software to create and manage cloud resources, applications, and processes with minimal human intervention. This translates into immense benefits: increased speed, reduced operational costs, improved reliability, and enhanced security. According to a 2023 report by Flexera, 89% of enterprises reported adopting a multi-cloud strategy, making automation across disparate environments more critical than ever. This isn’t just for the tech giants. even small businesses can leverage these principles to gain a competitive edge by streamlining their operations and focusing on innovation rather than manual toil. The essence is to build repeatable, reliable, and auditable processes, freeing up valuable human capital for more strategic tasks.

The Foundational Pillars: Infrastructure as Code IaC

Infrastructure as Code IaC is the cornerstone of cloud automation.

Instead of manually provisioning servers, networks, and databases through cloud provider consoles, IaC allows you to define and manage your infrastructure using configuration files.

These files are human-readable, version-controlled, and executable, meaning your infrastructure can be treated just like application code.

• Version Control for Your Infrastructure: Just as developers use Git to manage application source code, IaC files are stored in version control systems. This provides a complete audit trail, allows for easy rollbacks to previous states, and enables collaborative development of infrastructure. Imagine rolling back a problematic infrastructure deployment with a simple git revert command!
• Consistency and Repeatability: Manual configurations are prone to human error, leading to “configuration drift” where environments deviate from their intended state. IaC eliminates this by ensuring that every deployment, whether it’s a development, testing, or production environment, is identical. This consistency is vital for reliable application performance and troubleshooting.
• Idempotency: A key concept in IaC, idempotency means that applying the same IaC configuration multiple times will always result in the same infrastructure state. If a resource already exists and matches the desired state, it won’t be re-created or modified unnecessarily. This prevents unintended side effects and ensures stable deployments.
• Popular IaC Tools:
  • Terraform: This open-source tool by HashiCorp is arguably the most popular multi-cloud IaC tool. It allows you to define infrastructure across AWS, Azure, Google Cloud, and many others using a declarative language called HCL HashiCorp Configuration Language. Its provider ecosystem is vast, covering everything from cloud resources to SaaS applications. For example, a simple Terraform script can deploy a complete VPC, subnets, EC2 instances, and security groups in AWS with just a few lines of code.
  • AWS CloudFormation: Amazon’s native IaC service for AWS. It uses JSON or YAML templates to define and provision AWS resources. While powerful for AWS-specific deployments, it doesn’t extend to other cloud providers.
  • Azure Resource Manager ARM Templates: Microsoft Azure’s native IaC service, using JSON templates to define Azure resources. Similar to CloudFormation, it’s specific to its cloud ecosystem.
  • Google Cloud Deployment Manager: Google Cloud’s IaC service, using YAML or Jinja2 templates.
  • Pulumi: An interesting alternative that allows you to define infrastructure using popular programming languages like Python, JavaScript, TypeScript, Go, and C#. This appeals to developers who prefer to use familiar coding constructs.

The Engine of Efficiency: CI/CD Pipelines for Infrastructure and Applications

Continuous Integration/Continuous Delivery CI/CD pipelines are the automated workflows that build, test, and deploy software and, increasingly, infrastructure. For cloud automation, CI/CD extends beyond just application code to include your IaC configurations, ensuring that infrastructure changes are as rigorously tested and deployed as application updates. A recent survey showed that over 70% of organizations leverage CI/CD to accelerate their software delivery cycles, a number that continues to grow as automation becomes more ingrained.

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• Continuous Integration CI: This phase focuses on automating the process of merging code changes from multiple developers into a central repository. For IaC, this means:
  • Automated Linting and Validation: Checking IaC code for syntax errors, best practices, and potential security issues before deployment. Tools like terraform validate or cfn-lint are crucial here.
  • Unit Testing for Infrastructure: Though less common than for application code, specialized tools can test individual IaC modules to ensure they behave as expected.
  • Static Analysis: Scanning IaC files for misconfigurations, security vulnerabilities, and compliance violations. Tools like Checkov or Terrascan can be integrated here.
• Continuous Delivery CD: This phase automates the delivery of validated code to various environments development, staging, production. For cloud automation, this means:
  • Automated Provisioning: Once IaC changes are approved, the CD pipeline automatically provisions or updates the cloud infrastructure according to the defined templates.
  • Automated Testing of Deployed Infrastructure: After provisioning, the pipeline can run automated tests to ensure the infrastructure is functional and meets requirements e.g., checking if ports are open, services are running, and applications are accessible.
  • Rollback Mechanisms: Well-designed CD pipelines include automated rollback capabilities to revert to a previous stable state if a deployment fails or introduces issues.
• Key CI/CD Tools:
  • Jenkins: A veteran open-source automation server. Highly customizable with a vast plugin ecosystem, it can orchestrate complex CI/CD workflows across various cloud providers and tools.
  • GitLab CI/CD: Built directly into GitLab, offering a seamless experience for repositories hosted on GitLab. It’s powerful, easy to configure with YAML files, and supports Docker containers for isolated build environments.
  • GitHub Actions: Native to GitHub, allowing developers to create custom workflows directly in their repositories. It integrates well with the GitHub ecosystem and is gaining rapid popularity due to its simplicity and robust marketplace of pre-built actions.
  • Azure DevOps Pipelines: Microsoft’s comprehensive suite for CI/CD, integrating with Azure services and supporting various languages and platforms.
  • AWS CodePipeline/CodeBuild/CodeDeploy: AWS’s native set of services for building, testing, and deploying applications and infrastructure on AWS.

Configuration Management: Maintaining Desired State

While IaC focuses on provisioning the initial infrastructure, configuration management CM takes over to ensure the internal state of those resources e.g., servers, virtual machines remains consistent and correctly configured over time. It’s about automating the installation of software, managing services, updating files, and enforcing system configurations. A report from Gartner indicates that effective configuration management can reduce unplanned downtime by up to 70%, a significant impact on operational stability.

• The “Desired State” Model: CM tools operate on a “desired state” model. You define what you want the system to look like e.g., “Apache should be installed and running, with this specific configuration file”. The CM tool then actively works to ensure the system matches that desired state, even if manual changes try to deviate from it.
• Common Configuration Management Tasks:
  • Installing and updating software packages.
  • Managing services starting, stopping, restarting.
  • Distributing and managing configuration files.
  • Creating users and managing permissions.
  • Applying security patches and hardening configurations.
• Leading Configuration Management Tools:
  • Ansible: Developed by Red Hat, Ansible is agentless meaning it doesn’t require software to be installed on managed nodes, using SSH for communication. It uses YAML for playbooks automation scripts, making it highly readable and relatively easy to learn. It excels at orchestration, allowing you to sequence complex tasks across multiple machines.
  • Chef: Uses a Ruby-based domain-specific language DSL to define configurations in “cookbooks” and “recipes.” It operates with a client-server model, where agents “Chef clients” run on managed nodes and pull configurations from a central “Chef server.”
  • Puppet: Also uses a declarative, Ruby-based DSL and a client-server architecture. Puppet is known for its strong emphasis on idempotency and its ability to enforce configuration drift.
  • SaltStack: Written in Python, SaltStack is known for its high performance and scalability, using a master-minion architecture. It supports both push and pull models for configuration.

Cloud Cost Optimization through Automation

One of the most compelling drivers for cloud adoption is the promise of cost savings, but without proper management, cloud costs can quickly spiral out of control. Cloud automation plays a pivotal role in optimizing these costs by ensuring resources are provisioned efficiently, scaled appropriately, and de-provisioned when no longer needed. Organizations often report that 20-30% of their cloud spend is wasted due to idle or over-provisioned resources. Automation directly tackles this.

• Automated Resource Provisioning and De-provisioning:
  • Right-sizing: Automation can analyze resource utilization and automatically scale down or up instances to match actual demand, ensuring you’re not paying for oversized VMs or databases.
  • Scheduled Shutdowns: For non-production environments development, testing, staging, automation can automatically shut down resources during off-hours e.g., nights and weekends and restart them during business hours. This alone can cut costs by up to 60% for these environments.
  • Lifecycle Management: Automate the deletion of old snapshots, unused storage volumes, or instances that have been idle for a specified period, preventing accrual of unnecessary storage or compute charges.
• Reserved Instances and Savings Plans Management: While purchasing reserved instances or committing to savings plans offers significant discounts up to 72% on compute, managing them manually can be complex. Automation can help:
  • Usage Analysis: Identify consistent workloads that are good candidates for RIs or Savings Plans.
  • Automated Purchase/Renewal Recommendations: Alert or even automatically purchase RIs based on predicted long-term usage.
• Spot Instance Automation: For fault-tolerant or flexible workloads e.g., batch processing, big data analysis, spot instances offer substantial cost savings up to 90% off on-demand prices. Automation is crucial here:
  • Spot Fleet Management: Automatically launch and manage fleets of spot instances, gracefully handling interruptions, and ensuring workloads complete.
  • Diversification: Automate the use of multiple instance types and availability zones to increase the likelihood of maintaining capacity even if some spot instances are reclaimed.
• FinOps Integration: Automation is a key enabler of FinOps, a cultural practice that brings financial accountability to the variable spend model of cloud. Automation provides the data and execution capabilities to make real-time cost-saving decisions.
  • Cost Anomaly Detection: Automated alerts when spending spikes unexpectedly.
  • Automated Budget Enforcement: Automatically trigger actions e.g., scale down resources, send notifications when budgets are approached or exceeded.

Security and Compliance Automation: Guarding the Digital Gates

Security and compliance are paramount in the cloud, and automation is a powerful ally in building a robust defense. Manual security checks are slow, inconsistent, and prone to human error, making them inadequate for the dynamic nature of cloud environments. Automating security and compliance processes ensures that policies are consistently enforced, vulnerabilities are quickly identified, and audit trails are meticulously maintained. Studies show that organizations with high levels of security automation experience 50% fewer security incidents and resolve them three times faster.

• Automated Security Policy Enforcement:
  • Baseline Configuration: Using IaC to define secure baseline configurations for all resources e.g., minimum TLS versions, required encryption settings, disabled public access.
  • Guardrails: Implementing automated guardrails that prevent or flag deployments that deviate from security policies e.g., disallowing public S3 buckets, enforcing encryption on all databases.
  • Identity and Access Management IAM Automation: Automating the creation, modification, and removal of user accounts, roles, and permissions according to the principle of least privilege. This minimizes the risk of unauthorized access.
• Automated Vulnerability Management:
  • Continuous Scanning: Automating scans of cloud resources VMs, containers, serverless functions for known vulnerabilities using tools like AWS Inspector, Azure Security Center, or third-party solutions.
  • Automated Patching: Scheduling and automating the application of security patches to operating systems and applications.
  • Secret Management: Automating the secure storage, rotation, and distribution of sensitive credentials API keys, database passwords using services like AWS Secrets Manager or Azure Key Vault, minimizing hardcoded secrets.
• Compliance Automation:
  • Automated Auditing: Continuously monitoring cloud configurations against compliance frameworks e.g., HIPAA, PCI DSS, GDPR, NIST and generating automated reports. Services like AWS Config and Azure Policy are designed for this.
  • Automated Remediation: For certain compliance violations, automation can automatically remediate issues e.g., closing an open port, encrypting a database.
  • Logging and Monitoring: Automating the collection, analysis, and archiving of logs from all cloud activities e.g., CloudTrail, Azure Activity Logs to provide a comprehensive audit trail for compliance purposes.
• Threat Detection and Response Automation:
  • Automated Alerting: Integrating security monitoring tools to automatically generate alerts for suspicious activities or potential breaches.
  • Automated Response: For well-defined threats, automation can trigger immediate responses, such as isolating a compromised instance, blocking malicious IP addresses, or revoking credentials.

Orchestration and Workflow Automation: Connecting the Dots

While IaC and configuration management handle individual components, orchestration and workflow automation tools are about coordinating complex, multi-step processes across various cloud services, applications, and even on-premises systems. Compliance testing

This is where the true “automation” of complex business logic comes to life.

It’s about building intelligent sequences of actions that respond to events, manage dependencies, and ensure the entire process completes successfully.

• Defining Complex Workflows: Orchestration tools allow you to define a sequence of tasks, including dependencies, conditional logic, and error handling. For example, a workflow might involve:

  1. Provisioning a new server using IaC.

  2. Installing an application on it using CM.

  3. Configuring network rules. Findelement by class in selenium

  4. Running integration tests.

  5. Notifying a team via Slack upon completion.

• Event-Driven Automation: Many orchestration tools are designed to be event-driven. This means they can trigger workflows automatically in response to specific events, such as:
  • A file being uploaded to an S3 bucket.
  • A message arriving in a message queue e.g., SQS, Azure Service Bus.
  • A change in a database.
  • A new commit to a Git repository.
  • A scheduled time e.g., daily backups.
• Cross-Service and Hybrid Cloud Integration: Orchestration isn’t limited to a single cloud provider or even just cloud resources. Tools can integrate with on-premises systems, SaaS applications, and services across different cloud environments, creating truly end-to-end automated processes.
• Key Orchestration and Workflow Automation Tools:
  • AWS Step Functions: A serverless workflow service that allows you to define workflows as state machines. It’s highly visual and excellent for coordinating distributed applications and microservices.
  • Azure Logic Apps: A cloud service that helps you schedule, automate, and orchestrate tasks, business processes, and workflows when you need to integrate apps, data, devices, and services. It offers a rich set of connectors.
  • Google Cloud Workflows: A fully managed orchestration platform that executes workflows defined as sequences of steps, expressed in YAML or JSON.
  • Argo Workflows Kubernetes-native: For organizations using Kubernetes, Argo Workflows is a powerful open-source container-native workflow engine for orchestrating parallel jobs on Kubernetes.
  • Apache Airflow: A popular open-source platform to programmatically author, schedule, and monitor workflows. It uses Python to define workflows as Directed Acyclic Graphs DAGs and is widely used for data engineering and ETL pipelines.
  • Runbooks and Playbooks: While not strictly “tools,” automated runbooks sequences of operational procedures and playbooks for security incident response are critical for codifying operational knowledge and automating routine or emergency actions.

The Human Element: Training, Culture, and Responsible Automation

While cloud automation offers incredible technological advantages, its true success hinges on the human element: the people, the culture, and the ethical considerations.

Simply deploying tools without addressing the organizational context often leads to suboptimal outcomes.

The best automation strategies empower teams, not replace them, allowing them to focus on innovation and complex problem-solving. Using link text and partial link text in selenium

This shift requires significant investment in training and a cultural evolution towards “DevOps” principles.

• Upskilling and Reskilling the Workforce:
  • Training in IaC and Automation Tools: Provide comprehensive training on tools like Terraform, Ansible, CI/CD pipelines, and cloud-native automation services. This isn’t just for operations teams. developers also benefit from understanding how their code interacts with automated infrastructure.
  • Focus on Problem-Solving: Train teams to identify automation opportunities, analyze processes for bottlenecks, and design efficient automated workflows. The goal is to move from reactive troubleshooting to proactive system design.
  • Embrace New Roles: As automation handles routine tasks, roles may evolve. Encourage a shift towards “platform engineers,” “site reliability engineers SREs,” and “DevOps engineers” who build and maintain the automated systems.
• Fostering a Culture of Automation and DevOps:
  • Collaboration: Break down silos between development, operations, and security teams. DevOps emphasizes shared responsibility and continuous feedback loops. Automation acts as a common language for these teams.
  • Blameless Post-mortems: When automation fails and it will, conduct blameless post-mortems to understand the root cause and implement improvements, rather than assigning blame. This fosters a learning environment.
  • Experimentation and Iteration: Encourage teams to experiment with new automation techniques and iterate on their workflows. Start small, learn from failures, and continuously improve.
  • Documentation: Maintain clear and up-to-date documentation for all automated processes. This is crucial for onboarding new team members and for troubleshooting.
• Responsible Automation and Ethical Considerations:
  • Security by Design: Ensure security is baked into automation workflows from the start, rather than being an afterthought. Automate security checks and compliance policies.
  • Audibility and Transparency: Automated systems must be auditable. Ensure logs are comprehensive, and changes made by automation are traceable. This is vital for security, compliance, and troubleshooting.
  • Human Oversight and Override: While automation aims for minimal human intervention, there should always be mechanisms for human oversight and the ability to manually intervene or override automated processes in critical situations.
  • Job Impact and Redeployment: Be transparent about the impact of automation on roles. Focus on redeploying employees to higher-value tasks, such as designing new automated systems, innovating on products, or analyzing complex data. Automation is a tool for empowerment, not displacement.
  • Avoiding Automation of Harmful Practices: It is imperative that automation is used for good, to streamline and improve beneficial processes. Activities related to Riba interest-based finance, gambling, immoral entertainment, or fraudulent schemes must be strictly avoided. Instead, leverage automation to enhance efficiency in ethical business practices, promote fair trade, and support operations that benefit society, aligning with principles of justice and integrity. Always ask: Is this automation building a better, more ethical future?

Frequently Asked Questions

What is cloud automation?

Cloud automation is the process of using software and tools to automatically manage and operate cloud computing resources, applications, and processes with minimal human intervention.

This includes tasks like provisioning infrastructure, deploying applications, managing configurations, scaling resources, and enforcing security policies.

Why is cloud automation important for businesses?

Cloud automation is crucial for businesses because it significantly increases operational efficiency, reduces human error, accelerates software delivery, lowers operational costs, and improves consistency and reliability.

It allows organizations to scale rapidly and focus human resources on innovation rather than repetitive manual tasks. Agile advantages over waterfall

What are the main benefits of cloud automation?

The main benefits include faster deployments and time-to-market, reduced operational costs, improved reliability and consistency of environments, enhanced security through automated policy enforcement, increased agility, and better resource utilization e.g., cost optimization.

What is Infrastructure as Code IaC?

Infrastructure as Code IaC is a core principle of cloud automation where infrastructure networks, virtual machines, databases, etc. is defined and managed using code files rather than manual processes.

These code files are version-controlled, reusable, and enable consistent and repeatable infrastructure deployments.

What are some popular IaC tools?

Some popular IaC tools include Terraform multi-cloud, AWS CloudFormation for AWS, Azure Resource Manager ARM Templates for Azure, and Google Cloud Deployment Manager for Google Cloud. Pulumi is also gaining traction for defining infrastructure using general-purpose programming languages.

How does CI/CD relate to cloud automation?

CI/CD Continuous Integration/Continuous Delivery pipelines are automated workflows that build, test, and deploy software and infrastructure. Ci cd with jenkins

In cloud automation, CI/CD extends to IaC, ensuring that infrastructure changes are automatically validated, tested, and deployed in a consistent and repeatable manner, mirroring application deployment processes.

What are common tools used in CI/CD pipelines for cloud automation?

Common tools include Jenkins, GitLab CI/CD, GitHub Actions, Azure DevOps Pipelines, and cloud-native services like AWS CodePipeline, CodeBuild, and CodeDeploy. These tools orchestrate the automated steps from code commit to production deployment.

What is configuration management and how does it differ from IaC?

Configuration management CM focuses on maintaining the internal state of servers and instances after they are provisioned, by installing software, managing services, and enforcing system configurations. IaC, on the other hand, deals with the initial provisioning and declarative definition of the infrastructure itself.

What are some leading configuration management tools?

Leading configuration management tools include Ansible agentless, uses YAML playbooks, Chef Ruby-based, client-server model, Puppet Ruby-based DSL, client-server, and SaltStack Python-based, high performance.

Can cloud automation help reduce costs?

Yes, absolutely. Cloud automation is crucial for cost optimization. Selenium cloudflare

It enables automated resource provisioning right-sizing, scheduled shutdowns of non-production environments, automated lifecycle management of unused resources, and efficient utilization of cost-saving options like spot instances and reserved instances.

How does automation improve cloud security?

Automation enhances cloud security by consistently enforcing security policies e.g., secure baseline configurations, IAM rules, automating vulnerability scanning and patching, managing secrets, and automating threat detection and response actions. It reduces human error in security configurations.

What is event-driven automation in the cloud?

Event-driven automation involves triggering automated workflows or actions in response to specific events happening in the cloud environment.

Examples include a file upload, a message arriving in a queue, a change in a database, or a scheduled time.

What are cloud orchestration tools?

Cloud orchestration tools coordinate and manage complex, multi-step workflows across various cloud services and applications. Chai assertions

They define the sequence of tasks, manage dependencies, and ensure the entire process completes successfully.

What are some examples of cloud orchestration services?

Examples include AWS Step Functions, Azure Logic Apps, and Google Cloud Workflows. Open-source options like Apache Airflow and Argo Workflows for Kubernetes are also popular for complex workflow management.

Is human intervention still needed with cloud automation?

Yes, human intervention is still crucial.

While automation handles repetitive tasks, humans are needed for designing, building, monitoring, and optimizing the automation systems.

They also handle exceptions, complex problem-solving, and strategic decision-making. Attributeerror selenium

There should always be mechanisms for human oversight and override.

What is the role of DevOps in cloud automation?

DevOps is a set of practices that combines software development Dev and IT operations Ops to shorten the systems development life cycle and provide continuous delivery.

Cloud automation is a key enabler of DevOps, fostering collaboration, continuous integration, and continuous delivery of both applications and infrastructure.

What are some common challenges in implementing cloud automation?

Common challenges include initial learning curves for new tools, integrating disparate systems, managing legacy infrastructure, ensuring security and compliance in automated workflows, and overcoming organizational resistance or a lack of skilled personnel.

How can small businesses benefit from cloud automation?

Small businesses can significantly benefit by reducing operational overhead, increasing efficiency with limited staff, improving time-to-market for new services, ensuring consistent service quality, and achieving cost savings, allowing them to compete more effectively with larger enterprises. Webdriverexception

What ethical considerations should be kept in mind with cloud automation?

Ethical considerations include ensuring data privacy and security, maintaining transparency and auditability of automated actions, avoiding the automation of harmful or unethical business practices such as those involving Riba, gambling, or immoral content, and focusing on upskilling employees rather than displacing them.

Automation should serve to empower and build beneficial systems.

Where should an organization start with cloud automation?

An organization should start by identifying small, repetitive, high-impact tasks that can be automated, selecting appropriate cloud platforms and IaC tools, investing in training for their teams, and gradually expanding their automation efforts while continuously monitoring and optimizing their processes.

Focus on building solid foundations with IaC and CI/CD.

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