SFScon'20 Bringing the User into the Equation

1. Bringing the User into the Equation Three initiatives by OW2 to engage with mainstream OSS users Cedric Thomas, OW2 SFScon 2020 November, 2020

2. Cedric Thomas, OW2 - SFScon 13th-14th Nov. 2020 About OW2 A global non-profit open source organization Promote the development of a portfolio of open-source components for enterprise information systems. Foster the growth of a community and business ecosystem. OW2 is a community-driven organization Code base of some 100 third-party projects developed by communities and members. OW2 does not own project IP. Independent, open source governance: Board of directors, Technology Council and Project Leader accountability. Focus on project quality and market readiness Launch of third generation support program: Market Readiness Levels methodology applied to OW2 projects. Independent technical infrastructure and community governance system provide input to market readiness assessment.

3. 3Cedric Thomas, OW2 - SFScon 13th-14th Nov. 2020 Mainstream User Beta-Testing Market Readiness Good Governance

4. 4Cedric Thomas, OW2 - SFScon 13th-14th Nov. 2020 DeveloperDeveloper EntrepreneurEntrepreneur EcosystemEcosystem IndustryIndustry ● Opportunistic disruption ● Organic response ● Strategic commoditization ● Collaborative innovation ● Concentration ● Expansion € £ $ ¥€ £ $ ¥ € £ $ ¥ ● Individualistic intention ● Ethical sharing B&W photo credit: CC BY Holger Zscheyge

5. 5Cedric Thomas, OW2 - SFScon 13th-14th Nov. 2020 Sustainability Matters Maintainers burnout Only one person working full time on OpenSSL Deviant licenses MongoDB (Server-Side Public License), License zero Gig economy Donations, sponsoring Financing platforms Tidelift, Open Collective, Patreon, GitHub Sponsors

6. Cedric Thomas, OW2 - SFScon 13th-14th Nov. 2020 Meet the Conventional Decision Maker Not an open source activist May be wary of open source Educated with proprietary software A corporate executive May be away from technology Reports to a boss (CIO, CEO, GM, etc.) Makes a business decision Looks for long-term value Decides without drilling down into details

7. 7Cedric Thomas, OW2 - SFScon 13th-14th Nov. 2020 Users Expect more than Code Developer User / Customer Code POCs Use-cases Demonstrators Doc.Tutos. Testing Upgrades Bug-fixing Training Support Packaging Casestudies Collateral Pricing Contracts Earlyadopters Partners Complements Etc. Predictability Quality Trust Market Value R&D Delivery Challenge OSS

8. 8Cedric Thomas, OW2 - SFScon 13th-14th Nov. 2020 OSS Value is Created by the Ecosystem Developer User / Customer Code POCs Use-cases Demonstrators Doc.Tutos. Testing Upgrades Bug-fixing Training Support Packaging Casestudies Collateral Pricing Contracts Earlyadopters Partners Complements Etc. Predictability Quality Trust Market Value Research & Development Delivery Challenge OSS Contributors Distrib. Vendors Users Fiduciary Services Open Source Orgs. Systems Integrators

10. 10Cedric Thomas, OW2 - SFScon 13th-14th Nov. 2020 Engaging Users with Beta-Testing Developer User / Customer Code POCs Use-cases Demonstrators Doc.Tutos. Testing Upgrades Bug-fixing Training Support Packaging Casestudies Collateral Pricing Contracts Earlyadopters Partners Complements Etc. Predictability Quality Trust Market Value Research & Development Delivery Challenge OSS Contributors Distrib. Vendors Users Fiduciary Services Open Source Orgs. Systems Integrators

11. 11Cedric Thomas, OW2 - SFScon 13th-14th Nov. 2020 Beta-Testing in the Software Development Cycle A form of external user acceptance testing Released to a limited audience external to the programming team Time-bound into a campaign

12. 12Cedric Thomas, OW2 - SFScon 13th-14th Nov. 2020 Why a Beta-Testing Campaign Helps align developers expectations by providing them a single point of convergence Generates quality because a beta version usually undergoes a full cycle of internal system and usability testing Enforces product attributes, such as packaging, tutorials, documentation, installation, on- line user support, promotion, etc. Helps identify exploitation opportunities reported by beta testers who are external potential users Credit: Nick Youngson CC BY-SA 3.0 Alpha Stock Images

13. 13Cedric Thomas, OW2 - SFScon 13th-14th Nov. 2020 ReachOut BetaCenter Blueprint for Beta-Testing Campaigns Campaign Page Form-based and customizable Beta documentation template Checklist and examples Feedback collection Draft Questionnaire Management tool Monitoring dashboard Communication Package Pre-written mails and communication material Fine print Agreement, Consent, Disclaimer, GDPR notice www.reachout-project.eu

14. 14Cedric Thomas, OW2 - SFScon 13th-14th Nov. 2020 Define Goals and Scope of the Campaign Identify and Assign Key Roles On-going recruitment of beta testers and follow-ups. Organization of support actions: workshops, webinars, etc. 1-2 months 1 month Typical Campaign Outline 1-2 months Closing Engagement Communication Tech. Tasks Strategy Prepare Software Draft Testing Scenario Develop Beta Documentation Develop Communication Material Build contact list Engage with Beta Testers Analyse feedback Share results

16. 16Cedric Thomas, OW2 - SFScon 13th-14th Nov. 2020 Helping Business Decision Making Developer User / Customer Code POCs Use-cases Demonstrators Doc.Tutos. Testing Upgrades Bug-fixing Training Support Packaging Casestudies Collateral Pricing Contracts Earlyadopters Partners Complements Etc. Predictability Quality Trust Market Value Research & Development Delivery Challenge OSS Contributors Distrib. Vendors Users Fiduciary Services Open Source Orgs. Systems Integrators

17. Cedric Thomas, OW2 - SFScon 13th-14th Nov. 2020 From Multiple Data to Simple Market Readiness Levels Too much data doesn’t help decision. Composite indicator inspired by NASA’s Technology Readiness Levels. Support our project’s life cycles. Rough Code Fully Supported Product

18. 18Cedric Thomas, OW2 - SFScon 13th-14th Nov. 2020 Market Readiness Levels (MRL) A Blueprint for OW2 Projects Established product with properly financed and organized business support. Customer base, repeat sales and market recognition Early customer base, appropriate financing or active community support, recognized software Early customer base and fledgeling financing or active community support Proven product recent, market opening, untested governance Some customers, recent market opening, un-proven governance Several users, project leadership well established One declared user (can be internal) with declared project leader Basic R&D code developed with one demonstrated use case, some documentation Basic R&D code developed Established player Actively competitive Business build-up Broadening market Opening market Usefulness verified Fledgeling usefulness Product development Basic early stage “flight proven” “flight qualified” “prototype in space” “proven demo” “relevant envt validation” “lab validation” “proof of concept” “application formulation” “basic principles”

19. Cedric Thomas, OW2 - SFScon 13th-14th Nov. 2020 70 Check Points Project communication Project community Project documentation Development infrastructure Project organisation & mgt. Project licenses Development process Testing process Release management Security and vulnerability Community Agility Quality Compliance Sustainability Product Contributors Support Customers Sales Finances Recognition Stage 1: Project Best practices Stage 2: Project Attributes Stage 3: Market Capabilities

20. 20Cedric Thomas, OW2 - SFScon 13th-14th Nov. 2020 Deploying MRL A synthetic indicator for the mainstream decision makers Facilitating the discovery of OW2 projects Helping make informed decisions. Yet individual metrics still available Best practices Metrics Market capabilities

22. 22Cedric Thomas, OW2 - SFScon 13th-14th Nov. 2020 Sustainable OSS Needs Users Users Need Sustainable OSS Developer User / Customer Code POCs Use-cases Demonstrators Doc.Tutos. Testing Upgrades Bug-fixing Training Support Packaging Casestudies Collateral Pricing Contracts Earlyadopters Partners Complements Etc. Predictability Quality Trust Market Value Research & Development Delivery Challenge OSS Contributors Distrib. Vendors Users Fiduciary Services Open Source Orgs. Systems Integrators

23. 23Cedric Thomas, OW2 - SFScon 13th-14th Nov. 2020 Open Source Momentum Sources: Sonatype, DevSecOps Comunity Survey, 2018 and RedHat report 2020 86% of CIOs say most innovative companies use open source Open source = innovation 80 to 90% of an application is composed of reused components Most of them open source Original code

24. 24Cedric Thomas, OW2 - SFScon 13th-14th Nov. 2020 The Busy Space of Open Source Governance ToDo Group and ToDo Group Europe (LF) OpenChain initiative (LF) “Sharing creates value” GitHub space OSS Tooling Group TOSIT Industrial Open Source Network DoubleOpen Source: Christian Paterson

25. 25Cedric Thomas, OW2 - SFScon 13th-14th Nov. 2020 The Good Governance Initiative (GGi) A Blueprint for OSS users - Pyramid by Chiquo - Own work, CC BY-SA 4.0, https://commons.wikimedia.org/w/index.php?curid=77918631 - Abraham Maslow, 1943 paper "A Theory of Human Motivation" in Psychological Review. Abraham Maslow’s Hierarchy of Behavioral Motivation Technically using OSS. Technical ability and experience with OSS. Some OSS awareness. Securely and responsibly using OSS. Compliance and dependency management policies. Implementing best practices. Developing OSS culture. Sharing experience. Engaging with the OSS ecosystem. Contributing back. Developing visibility, event participation. Proactively using OSS for digital transformation, innovation and competitiveness. 5 - Strategy 4 - Engagement 3 - Belonging 2 - Security 1 - Usage OW2 Stack to OSS Good Governance Maturity

26. 26Cedric Thomas, OW2 - SFScon 13th-14th Nov. 2020 The Good Governance Initiative Resource Center Open to all. Join the monthly calls. Contribute! www.ow2.org/OSS_Governance/

27. 27Cedric Thomas, OW2 - SFScon 13th-14th Nov. 2020 Summary Mainstream Users Not (yet) an open source activist Beta-testing campaign platform Align project with user expectations Market Readiness Levels assessment Helping user decision making OSS Good Governance initiative Users supporting the OSS ecosystem Three OW2 initiatives to bring the mainstream user into the OSS ecosystem sustainability equation

28. 28 www.ow2.org For more details please contact Cedric Thomas, OW2 CEO, cedric.thomas@ow2.org Thank you!

SFScon'20 Bringing the User into the Equation

SFScon'20 Bringing the User into the Equation

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SFScon'20 Bringing the User into the Equation