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Bringing the User into the Equation
Three initiatives by OW2 to engage with mainstream OSS users
Cedric Thomas, OW2
SFScon 2020
November, 2020
Cedric Thomas, OW2
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.
3Cedric Thomas, OW2
Mainstream User
Beta-Testing
Market Readiness
Good Governance
4Cedric Thomas, OW2
DeveloperDeveloper EntrepreneurEntrepreneur EcosystemEcosystem IndustryIndustry
●
Opportunistic disruption
●
Organic response
●
Strategic commoditization
●
Collaborative innovation
●
Concentration
●
Expansion
€
£
$
¥€
£
$
¥
€
£
$
¥
●
Individualistic intention
●
Ethical sharing
5Cedric Thomas, OW2
Sustainability Matters OpenSSL
Only one person working full time
Licenses with clause
MongoDB (Server-Side Public License), License
zero
Financing platforms
Tidelift, Open Collective, Patreon, GitHub Sponsors
Gig economy
Donations
Cedric Thomas, OW2
Meet the Conventional Decision
Makers
Educated with proprietary software
May be wary of open source
Not an open source activist
May be away from technology
A corporate executive
Limited time to drill down into issues
Reports to a boss (CIO, CEO, GM, etc.)
Makes a business decision
7Cedric Thomas, OW2
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
Research &
Development
Delivery
Challenge OSS
8Cedric Thomas, OW2
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
9Cedric Thomas, OW2
Mainstream User
Beta-Testing
Market Readiness
Good Governance
10Cedric Thomas, OW2
Involving 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
11Cedric Thomas, OW2
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
12Cedric Thomas, OW2
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
Benefits by Nick Youngson CC BY-SA 3.0 Alpha Stock Images
13Cedric Thomas, OW2
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
Photo credit: CC BY Holger Zscheyge
https://www.reachout-project.eu/
14Cedric Thomas, OW2
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
A Campaign Timeline
1-2 months
Closing
People
Writing
Technology
Strategy
Prepare Software
Draft Testing Scenario
Develop Beta Documentation
Develop Communication Material
Build contact list
Engage with Beta Testers
Analyse feedback
Share results
15Cedric Thomas, OW2
Mainstream User
Beta-Testing
Market Readiness
Good Governance
16Cedric Thomas, OW2
Helping User 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
Cedric Thomas, OW2
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
18Cedric Thomas, OW2
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”
Cedric Thomas, OW2
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
20Cedric Thomas, OW2
Deploying MRL Mainstream users want more than code
Product attributes create value
Facilitating the discovery of OW2
projects and helping make informed
decisions.
Best practices
Metrics
Market capabilities
A synthetic indicator to help decision
makers
Yet individual metrics still available
21Cedric Thomas, OW2
Mainstream User
Beta-Testing
Market Readiness
Good Governance
22Cedric Thomas, OW2
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
23Cedric Thomas, OW2
Open Source Momentum
Source: 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
24Cedric Thomas, OW2
The Busy Space of
Open Source
Governance
ToDo Group
and ToDo Goup Europe (LF)
OpenChain initiative (LF)
“Sharing creates value”
GitHub space
OSS Tooling Group
TOSIT
Industrial Open Source Network
DoubleOpen
25Cedric Thomas, OW2
The Good Governance Initiative
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.
Embracing the full potential of OSS. Proactively
using OSS for innovation and competitiveness.
5 - Strategy
4 - Engagement
3 - Belonging
2 - Security
1 - Usage
OW2 Stack to OSS Good Governance Maturity
26Cedric Thomas, OW2
The Good Governance Initiative
Resource Center
Open to all.
Join the monthly calls.
Contribute!
27Cedric Thomas, OW2
Summary Mainstream Users
Not an open source activist
Beta-testing
Align development with user expectations
Market Readiness
Helping user decision making
Good Governance
Users supporting the OSS ecosystem
28
www.ow2.org
For more details please contact Cedric Thomas, OW2 CEO, cedric.thomas@ow2.org
Thank you!

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SFScon 2020 - Cedric Thomas - Open Source ecosystem sustainability bring 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 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 Mainstream User Beta-Testing Market Readiness Good Governance
  • 4. 4Cedric Thomas, OW2 DeveloperDeveloper EntrepreneurEntrepreneur EcosystemEcosystem IndustryIndustry ● Opportunistic disruption ● Organic response ● Strategic commoditization ● Collaborative innovation ● Concentration ● Expansion € £ $ ¥€ £ $ ¥ € £ $ ¥ ● Individualistic intention ● Ethical sharing
  • 5. 5Cedric Thomas, OW2 Sustainability Matters OpenSSL Only one person working full time Licenses with clause MongoDB (Server-Side Public License), License zero Financing platforms Tidelift, Open Collective, Patreon, GitHub Sponsors Gig economy Donations
  • 6. Cedric Thomas, OW2 Meet the Conventional Decision Makers Educated with proprietary software May be wary of open source Not an open source activist May be away from technology A corporate executive Limited time to drill down into issues Reports to a boss (CIO, CEO, GM, etc.) Makes a business decision
  • 7. 7Cedric Thomas, OW2 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 Research & Development Delivery Challenge OSS
  • 8. 8Cedric Thomas, OW2 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
  • 9. 9Cedric Thomas, OW2 Mainstream User Beta-Testing Market Readiness Good Governance
  • 10. 10Cedric Thomas, OW2 Involving 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 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 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 Benefits by Nick Youngson CC BY-SA 3.0 Alpha Stock Images
  • 13. 13Cedric Thomas, OW2 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 Photo credit: CC BY Holger Zscheyge https://www.reachout-project.eu/
  • 14. 14Cedric Thomas, OW2 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 A Campaign Timeline 1-2 months Closing People Writing Technology Strategy Prepare Software Draft Testing Scenario Develop Beta Documentation Develop Communication Material Build contact list Engage with Beta Testers Analyse feedback Share results
  • 15. 15Cedric Thomas, OW2 Mainstream User Beta-Testing Market Readiness Good Governance
  • 16. 16Cedric Thomas, OW2 Helping User 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 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 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 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 Deploying MRL Mainstream users want more than code Product attributes create value Facilitating the discovery of OW2 projects and helping make informed decisions. Best practices Metrics Market capabilities A synthetic indicator to help decision makers Yet individual metrics still available
  • 21. 21Cedric Thomas, OW2 Mainstream User Beta-Testing Market Readiness Good Governance
  • 22. 22Cedric Thomas, OW2 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 Open Source Momentum Source: 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 The Busy Space of Open Source Governance ToDo Group and ToDo Goup Europe (LF) OpenChain initiative (LF) “Sharing creates value” GitHub space OSS Tooling Group TOSIT Industrial Open Source Network DoubleOpen
  • 25. 25Cedric Thomas, OW2 The Good Governance Initiative 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. Embracing the full potential of OSS. Proactively using OSS for innovation and competitiveness. 5 - Strategy 4 - Engagement 3 - Belonging 2 - Security 1 - Usage OW2 Stack to OSS Good Governance Maturity
  • 26. 26Cedric Thomas, OW2 The Good Governance Initiative Resource Center Open to all. Join the monthly calls. Contribute!
  • 27. 27Cedric Thomas, OW2 Summary Mainstream Users Not an open source activist Beta-testing Align development with user expectations Market Readiness Helping user decision making Good Governance Users supporting the OSS ecosystem
  • 28. 28 www.ow2.org For more details please contact Cedric Thomas, OW2 CEO, cedric.thomas@ow2.org Thank you!