## MAINTENANCE GUIDE

### 1. Maintenance Philosophy

Maintenance isn't just fixing what breaks. It's **caring, improving, and evolving**. At ego.cx, maintenance is an ongoing practice that ensures systems work, adapt, and grow with needs.

**Our principles:**
- **Proactive, not reactive** — we anticipate issues before they happen
- **Incremental** — small, frequent improvements instead of big disruptive changes
- **Documented** — every change is recorded and explained
- **Measured** — we know what works because we monitor it

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### 2. Maintenance Workflow

#### 2.1. Detection
- **Automatic monitoring:** logs, alerts, performance metrics
- **User reports:** direct feedback from the site and contact channels
- **Scheduled reviews:** code and security audits every month

#### 2.2. Prioritization

| Priority | Type | Example |
|----------|------|---------|
| **Critical** | Service down, security failure | API not responding, data breach |
| **High** | Broken functionality, data loss | Form not submitting, payment error |
| **Medium** | Degraded performance, affected experience | Slow load time, minor bug |
| **Low** | Aesthetic improvements, non-urgent changes | Spacing adjustment, copy updates |

#### 2.3. Execution
1. **Isolate** the issue in a development environment
2. **Fix** it with tests that validate the solution
3. **Review** the code with a peer
4. **Deploy** to a staging environment
5. **Verify** everything works in production
6. **Document** the change and close the ticket

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### 3. Roles and Responsibilities

| Role | Responsibility |
|------|----------------|
| **DevOps** | Infrastructure, deployments, monitoring |
| **Frontend** | UI, UX, components, performance |
| **Backend** | APIs, databases, business logic |
| **QA** | Testing, validation, quality control |
| **Product** | Prioritization, user feedback |

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### 4. Maintenance Tools

- **Monitoring:** Sentry (errors), Lighthouse (performance)
- **Analytics:** Google Analytics, Plausible
- **Repository:** Git + GitHub / GitLab
- **Deployment:** CI/CD with integrated tests
- **Documentation:** Markdown in repo + internal wiki

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### 5. Regular Maintenance Checklist

**Weekly:**
- [ ] Review error logs
- [ ] Check performance metrics
- [ ] Update dependencies (security patches)
- [ ] Respond to user feedback

**Monthly:**
- [ ] Security audit
- [ ] Backup review
- [ ] Performance analysis (Core Web Vitals)
- [ ] Review open tickets

**Quarterly:**
- [ ] Full code audit
- [ ] Architecture review
- [ ] Major improvement planning
- [ ] Documentation update

---

### 6. Incident Management

#### 6.1. Incident Report
1. **Log:** Date, time, description, impact
2. **Communicate:** Notify the team and affected users
3. **Investigate:** Identify the root cause
4. **Resolve:** Apply the fix
5. **Verify:** Confirm the service is working
6. **Document:** Record the incident and solution

#### 6.2. User Communication
- Inform clearly and promptly
- Use a calm and transparent tone
- Offer realistic resolution estimates
- Confirm when service is restored

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### 7. Continuous Improvement

Maintenance doesn't end when the system works. It's a cycle:

```
Detect → Prioritize → Execute → Verify → Document → Improve
```

Every incident is a learning opportunity. Every improvement is a step toward a more robust system.

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*Last updated: 2026-07-10*


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*— Fernando José Caicedo Albarello*  
*Founder, EgoCX*