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How Not to Confuse Your
                      Open Source Community
                        with Your Customers
                                      Stephen R. Walli
                         Technical Director, Outercurve Foundation
                                      @stephenrwalli
                                  stephen.walli@gmail.com




Monday, 23 July, 12
Traditional Software Business

                          R&D

                                     Product




                                                                 Customer Pipeline   $$$


                                      Messages




                      Marketing



             Copyright, Stephen R. Walli, some rights reserved
             Distributed under a CC BY-NC-ND 2.0 Deed                    2
Monday, 23 July, 12
Misconceptions about Community

                          R&D
                                                           Code,
                                     Product               etc.




                                                                   Community
                                                                               Customer Pipeline   $$$



                                     Messages

                      Marketing



             Copyright, Stephen R. Walli, some rights reserved
             Distributed under a CC BY-NC-ND 2.0 Deed                          3
Monday, 23 July, 12
A Better Model for Community & Pipeline

                                                                 R&D
                                                 Code,
                                                 etc.               Product
                       Community




                                                                       Customer Pipeline   $$$


                                                                   Messages
                                           Conversations



                                                                  Marketing


             Copyright, Stephen R. Walli, some rights reserved
             Distributed under a CC BY-NC-ND 2.0 Deed                         4
Monday, 23 July, 12
A Better Model for Community & Pipeline
                                                                                          Community members build
                                                                                          awareness and evangelize,
                  Identify                                       R&D                      provide expertise and trial
                                                                                          support, are a demonstration of
                  community                                                               solution viability, and provide
                                                                                          great inertia around your solution
                                                 Code,
                  What
                                                 etc.                       Product
                  Mission?


                  Platform &
                  Tools



                                                                                                                                     $$$
                  Arch. of                                                                                        Deploy?
                  Participation
                                                                 Identify
                                                                 Customer
                                                                                Awareness          Download
                                                                                                   & Try           Train?
                                                                                                                    ???        Buy
                  Code of
                  Conduct


                      IP
                      Machine
                                                                        Messages
                                           Conversations
                      Governance
                      Structure


                                                                    Marketing


             Copyright, Stephen R. Walli, some rights reserved
             Distributed under a CC BY-NC-ND 2.0 Deed                                 5
Monday, 23 July, 12
What do you want to happen in Community



                                            •    Bug Reports? (Test/QA)
                                            •    Code? (New Innovation, Bug Fixes)
                                            •    Translations?
                                            •    Forums? (Support)
                                            •    Education? (Tutorials, How-to)
                                            •    “Plug-in” modules? (“Partners”)




             Copyright, Stephen R. Walli, some rights reserved
             Distributed under a CC BY-NC-ND 2.0 Deed            6
Monday, 23 July, 12
A Model for a Community Pipeline
                  Download

                                                                 R&D
                 Install/
                 Configure
                                                 Code,
                                                 etc.               Product
                      Use/
                      Deploy


                  Report
                  a Bug

                                                                                  $$$
                  Download
                  Source
                  Code


                Build to
                Known State
                                                                   Messages
                                           Conversations
                Test to
                Known State


                Submit a
                Patch
                                                                  Marketing


             Copyright, Stephen R. Walli, some rights reserved
             Distributed under a CC BY-NC-ND 2.0 Deed                         7
Monday, 23 July, 12
Understanding Community & Customers



                                                                      Community
                                                       • Users with time but no money
                                                       • Will contribute time to solve their problems
                                                       • Look to community and project for solutions
                                                       • Need guidance and tool support
                                                       • Play by the community code of conduct
                                                       • Become technology evangelists
                                                       • Become knowledgeable experts




                                      Customers
                      • They have money but little time
                      • They want to buy something
                      • Look to the product to solve their problems
                      • Community/project is a test for product                                Before we had online communities around
                      • May participate in community (by the rules)                            open source projects, tech communities
                                                                                               overlapped customers much more because
                                                                                               one needed to be a customer before one
                                                                                               had the interest and joined the community




             Copyright, Stephen R. Walli, some rights reserved
             Distributed under a CC BY-NC-ND 2.0 Deed                                8
Monday, 23 July, 12
Understanding Community and Open Source
     Pure Open




                                                                                                        Published Software
     Source
     Community


                                                                      Community
                                                       • Users with time but no money
                                                       • Will contribute time to solve their problems
                                                       • Look to community and project for solutions
                                                       • Need guidance and tool support
                                                       • Play by the community code of conduct
                                                       • Become technology evangelists
                                                       • Become knowledgeable experts
     Traditional
     Closed




                                                                                                        Differentiated Product
     Company


                                      Customers
                      • They have money but little time
                      • They want to buy something
                      • Look to the product to solve their problems
                      • Community/project is a test for product
                      • May participate in community (by the rules)




             Copyright, Stephen R. Walli, some rights reserved
             Distributed under a CC BY-NC-ND 2.0 Deed                                9
Monday, 23 July, 12
Understanding Community and Open Source
                                                                                                        There is no requirement




                                                                                                                                  Published Softwa
                                                                                                                                  Published Sourcere
                                                                                                        to build a community if
                                                                                                        you publish source code


    You can have a                                                    Community
    community without open                             • Users with time but no money
                                                       • Will contribute time to solve their problems
    source (e.g. MSDN) and                             • Look to community and project for solutions
    you can have open                                  • Need guidance and tool support
    source without                                     • Play by the community code of conduct
                                                       • Become technology evangelists
    community                                          • Become knowledgeable experts




                                                                                                                                  DifferentiatedProduct
                                                                                                        Publishing source is a
                                                                                                        sign of strength and
                                                                                                        confidence in your
                                      Customers                                                         customer commitment as
                      • They have money but little time                                                 a company
                      • They want to buy something
                      • Look to the product to solve their problems
                      • Community/project is a test for product




                                                                                                                                                 Product
                      • May participate in community (by the rules)




             Copyright, Stephen R. Walli, some rights reserved
             Distributed under a CC BY-NC-ND 2.0 Deed                                10
Monday, 23 July, 12
Understanding Community & Partner Programs



                                                                      Community
                                                       • Users with time but no money
                                                       • Will contribute time to solve their problems
                                                       • Look to community and project for solutions
                                                       • Need guidance and tool support
                                                       • Play by the community code of conduct
                                                       • Become technology evangelists
                                                       • Become knowledgeable experts




                                      Customers                                                         Partners
                      • They have money but little time                                    • Want to grow their business
                      • They want to buy something                                         • Want to complement the product
                      • Look to the product to solve their problems                        • Want to cross-sell
                      • Community/project is a test for product                            • May join the community
                      • May participate in community (by the rules)                        • MUST play by community rules




             Copyright, Stephen R. Walli, some rights reserved
             Distributed under a CC BY-NC-ND 2.0 Deed                                11
Monday, 23 July, 12
Understanding Community & Foundations


                                                                     Community
                                                       • Users with time but no money
                                                       • Will contribute time to solve their problems
                                                       • Look to community and project for solutions
                                                       • Need guidance and tool support
                                                       • Play by the community code of conduct
                                                       • Become technology evangelists
                                                       • Become knowledgeable experts




                                                                            Members

                      Foundations
    • Create neutral non-profit collaboration space
    • Provide IP management and risk mitigation
    • Provide project management expertise
    • Promote the technology (marketing)
    • Provide business operations
    • Provide technical services &infrastructure                                                Members
                                                                                 • Pay to manage the roadmap
                                                                                 • Share the cost of technology promotion
                                                                                 • Share the cost of clear IP management
                                                                                 • Play by the rules of membership




             Copyright, Stephen R. Walli, some rights reserved
             Distributed under a CC BY-NC-ND 2.0 Deed                                12
Monday, 23 July, 12
A Model for Thinking about Foundations

            • Neutral non-profit IP management machines
            • Encourage corporations to contribute and adopt
              –Better provenance management
              –Neutral ownership
              –Legal governance and bylaws
            • Henrik Ingo’s Observations
              –Foundations by the Numbers
              –The 9 largest open source communities versus the
               10th
            • OpenStack and CloudStack




             Copyright, Stephen R. Walli, some rights reserved
             Distributed under a CC BY-NC-ND 2.0 Deed            13
Monday, 23 July, 12
James Dixon’s Beekeeper Model - I




             Copyright, Stephen R. Walli, some rights reserved
             Distributed under a CC BY-NC-ND 2.0 Deed            14
Monday, 23 July, 12
James Dixon’s Beekeeper Model - II




             Copyright, Stephen R. Walli, some rights reserved
             Distributed under a CC BY-NC-ND 2.0 Deed            15
Monday, 23 July, 12
Matt Aslett Evolves the Beekeeper Model




             Copyright, Stephen R. Walli, some rights reserved
             Distributed under a CC BY-NC-ND 2.0 Deed            16
Monday, 23 July, 12
The Reading List

                Customers and Community
                http://stephesblog.blogs.com/my_weblog/2010/05/open-source-communities-and-customers-in-pictures.html

                Products versus Projects
                http://www.networkworld.com/community/blog/foss-project-isn%E2%80%99t-necessarily-software-produ

                James Dixon’s Beekeeper Model
                http://jamesdixon.wordpress.com/the-bees-and-the-trees/

                Henrik Ingo’s Foundation Numbers
                http://openlife.cc/blogs/2010/november/how-grow-your-open-source-project-10x-and-revenues-5x
                http://openlife.cc/blogs/2012/july/cloudstack-has-proof-foundations-way-create-foss-community




                Blog: Once More Unto the Breach
                http://stephesblog.blogs.com/

                Twitter: @stephenrwalli
                Email: stephen.walli@gmail.com

             Copyright, Stephen R. Walli, some rights reserved
             Distributed under a CC BY-NC-ND 2.0 Deed                          17
Monday, 23 July, 12
FIN


             Copyright, Stephen R. Walli, some rights reserved
             Distributed under a CC BY-NC-ND 2.0 Deed             18
Monday, 23 July, 12

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How Not to Confuse Your Open Source Community with Your Customers

  • 1. How Not to Confuse Your Open Source Community with Your Customers Stephen R. Walli Technical Director, Outercurve Foundation @stephenrwalli stephen.walli@gmail.com Monday, 23 July, 12
  • 2. Traditional Software Business R&D Product Customer Pipeline $$$ Messages Marketing Copyright, Stephen R. Walli, some rights reserved Distributed under a CC BY-NC-ND 2.0 Deed 2 Monday, 23 July, 12
  • 3. Misconceptions about Community R&D Code, Product etc. Community Customer Pipeline $$$ Messages Marketing Copyright, Stephen R. Walli, some rights reserved Distributed under a CC BY-NC-ND 2.0 Deed 3 Monday, 23 July, 12
  • 4. A Better Model for Community & Pipeline R&D Code, etc. Product Community Customer Pipeline $$$ Messages Conversations Marketing Copyright, Stephen R. Walli, some rights reserved Distributed under a CC BY-NC-ND 2.0 Deed 4 Monday, 23 July, 12
  • 5. A Better Model for Community & Pipeline Community members build awareness and evangelize, Identify R&D provide expertise and trial support, are a demonstration of community solution viability, and provide great inertia around your solution Code, What etc. Product Mission? Platform & Tools $$$ Arch. of Deploy? Participation Identify Customer Awareness Download & Try Train? ??? Buy Code of Conduct IP Machine Messages Conversations Governance Structure Marketing Copyright, Stephen R. Walli, some rights reserved Distributed under a CC BY-NC-ND 2.0 Deed 5 Monday, 23 July, 12
  • 6. What do you want to happen in Community • Bug Reports? (Test/QA) • Code? (New Innovation, Bug Fixes) • Translations? • Forums? (Support) • Education? (Tutorials, How-to) • “Plug-in” modules? (“Partners”) Copyright, Stephen R. Walli, some rights reserved Distributed under a CC BY-NC-ND 2.0 Deed 6 Monday, 23 July, 12
  • 7. A Model for a Community Pipeline Download R&D Install/ Configure Code, etc. Product Use/ Deploy Report a Bug $$$ Download Source Code Build to Known State Messages Conversations Test to Known State Submit a Patch Marketing Copyright, Stephen R. Walli, some rights reserved Distributed under a CC BY-NC-ND 2.0 Deed 7 Monday, 23 July, 12
  • 8. Understanding Community & Customers Community • Users with time but no money • Will contribute time to solve their problems • Look to community and project for solutions • Need guidance and tool support • Play by the community code of conduct • Become technology evangelists • Become knowledgeable experts Customers • They have money but little time • They want to buy something • Look to the product to solve their problems • Community/project is a test for product Before we had online communities around • May participate in community (by the rules) open source projects, tech communities overlapped customers much more because one needed to be a customer before one had the interest and joined the community Copyright, Stephen R. Walli, some rights reserved Distributed under a CC BY-NC-ND 2.0 Deed 8 Monday, 23 July, 12
  • 9. Understanding Community and Open Source Pure Open Published Software Source Community Community • Users with time but no money • Will contribute time to solve their problems • Look to community and project for solutions • Need guidance and tool support • Play by the community code of conduct • Become technology evangelists • Become knowledgeable experts Traditional Closed Differentiated Product Company Customers • They have money but little time • They want to buy something • Look to the product to solve their problems • Community/project is a test for product • May participate in community (by the rules) Copyright, Stephen R. Walli, some rights reserved Distributed under a CC BY-NC-ND 2.0 Deed 9 Monday, 23 July, 12
  • 10. Understanding Community and Open Source There is no requirement Published Softwa Published Sourcere to build a community if you publish source code You can have a Community community without open • Users with time but no money • Will contribute time to solve their problems source (e.g. MSDN) and • Look to community and project for solutions you can have open • Need guidance and tool support source without • Play by the community code of conduct • Become technology evangelists community • Become knowledgeable experts DifferentiatedProduct Publishing source is a sign of strength and confidence in your Customers customer commitment as • They have money but little time a company • They want to buy something • Look to the product to solve their problems • Community/project is a test for product Product • May participate in community (by the rules) Copyright, Stephen R. Walli, some rights reserved Distributed under a CC BY-NC-ND 2.0 Deed 10 Monday, 23 July, 12
  • 11. Understanding Community & Partner Programs Community • Users with time but no money • Will contribute time to solve their problems • Look to community and project for solutions • Need guidance and tool support • Play by the community code of conduct • Become technology evangelists • Become knowledgeable experts Customers Partners • They have money but little time • Want to grow their business • They want to buy something • Want to complement the product • Look to the product to solve their problems • Want to cross-sell • Community/project is a test for product • May join the community • May participate in community (by the rules) • MUST play by community rules Copyright, Stephen R. Walli, some rights reserved Distributed under a CC BY-NC-ND 2.0 Deed 11 Monday, 23 July, 12
  • 12. Understanding Community & Foundations Community • Users with time but no money • Will contribute time to solve their problems • Look to community and project for solutions • Need guidance and tool support • Play by the community code of conduct • Become technology evangelists • Become knowledgeable experts Members Foundations • Create neutral non-profit collaboration space • Provide IP management and risk mitigation • Provide project management expertise • Promote the technology (marketing) • Provide business operations • Provide technical services &infrastructure Members • Pay to manage the roadmap • Share the cost of technology promotion • Share the cost of clear IP management • Play by the rules of membership Copyright, Stephen R. Walli, some rights reserved Distributed under a CC BY-NC-ND 2.0 Deed 12 Monday, 23 July, 12
  • 13. A Model for Thinking about Foundations • Neutral non-profit IP management machines • Encourage corporations to contribute and adopt –Better provenance management –Neutral ownership –Legal governance and bylaws • Henrik Ingo’s Observations –Foundations by the Numbers –The 9 largest open source communities versus the 10th • OpenStack and CloudStack Copyright, Stephen R. Walli, some rights reserved Distributed under a CC BY-NC-ND 2.0 Deed 13 Monday, 23 July, 12
  • 14. James Dixon’s Beekeeper Model - I Copyright, Stephen R. Walli, some rights reserved Distributed under a CC BY-NC-ND 2.0 Deed 14 Monday, 23 July, 12
  • 15. James Dixon’s Beekeeper Model - II Copyright, Stephen R. Walli, some rights reserved Distributed under a CC BY-NC-ND 2.0 Deed 15 Monday, 23 July, 12
  • 16. Matt Aslett Evolves the Beekeeper Model Copyright, Stephen R. Walli, some rights reserved Distributed under a CC BY-NC-ND 2.0 Deed 16 Monday, 23 July, 12
  • 17. The Reading List Customers and Community http://stephesblog.blogs.com/my_weblog/2010/05/open-source-communities-and-customers-in-pictures.html Products versus Projects http://www.networkworld.com/community/blog/foss-project-isn%E2%80%99t-necessarily-software-produ James Dixon’s Beekeeper Model http://jamesdixon.wordpress.com/the-bees-and-the-trees/ Henrik Ingo’s Foundation Numbers http://openlife.cc/blogs/2010/november/how-grow-your-open-source-project-10x-and-revenues-5x http://openlife.cc/blogs/2012/july/cloudstack-has-proof-foundations-way-create-foss-community Blog: Once More Unto the Breach http://stephesblog.blogs.com/ Twitter: @stephenrwalli Email: stephen.walli@gmail.com Copyright, Stephen R. Walli, some rights reserved Distributed under a CC BY-NC-ND 2.0 Deed 17 Monday, 23 July, 12
  • 18. FIN Copyright, Stephen R. Walli, some rights reserved Distributed under a CC BY-NC-ND 2.0 Deed 18 Monday, 23 July, 12