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Inner Source Webinar Series: Open Source Community Development Methods

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In this webinar series, Guy Martin from Red Hat and Andrew Aitken from Black Duck Consulting cover the inner source concept of using open source community-style development methods and best practices …

In this webinar series, Guy Martin from Red Hat and Andrew Aitken from Black Duck Consulting cover the inner source concept of using open source community-style development methods and best practices in internal IT development organizations.

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  • Ethos is a Greek word meaning "character" that is used to describe the guiding beliefs or ideals that characterize a community, nation, or ideology. The Greeks also used this word to refer to the power of music to influence its hearer's emotions, behaviors, and even morals.Ethos can simply mean the disposition, character, or fundamental values peculiar to a specific person, people, culture, or movement. The Ethos refers to the spirit which motivates the ideas and customs. As T.S. Eliot wrote, "The general ethos of the people they have to govern determines the behavior of politicians.”

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  • 1. Inner Source Webinar Series Community Development Practices in Corporate IT Inner Source Fundamentals: Transparency, Collaboration and Self-Organization Inner Source Fundamentals: Egalitarianism, Meritocracy and Measuring Success #innersourcing 1
  • 2. Speakers Guy Martin Andrew Aitken Managing Principal Architect Red Hat Consulting Managing Director Black Duck Consulting @guyma @andrewolliance @RedHat_Training @black_duck_sw #innersourcing 10/28/2013 2
  • 3. Agenda • • • • What Is Inner Source? Why Use Inner Source? Inner-Source vs. Agile Inner-Source Characteristics & Best Practices – Transparency – Collaboration – Self-Organization – Egalitarianism – Meritocracy • Measuring Success • Challenges • Getting Started 10/28/2013 3
  • 4. What is Inner-Source? The application of best practices, processes, culture and methodologies taken from the open source world and applied to internal software development and innovation efforts. http://www.keepcalm-o-matic.co.uk/ 10/28/2013 4
  • 5. 3 Pillars of Inner Source Ethos Processes Tools & Technology INNER SOURCE 10/28/2013 5
  • 6. Why Use Inner Source • Increased velocity – Faster time-to-release • Improved code – Peer-reviewed/security verified – Scalable/operational at velocity • Reduced costs – Code reuse/API development – Shared development/maintenance costs • Increased innovation – Component teams collaborating – Increased cross-organizational awareness • Enhanced human capital efficiencies – Improved morale, retention and recruitment 6
  • 7. Inner Source & Agile • Allies - not competitors • Some overlap, but in general: – Agile specifies process – Inner Source informs culture 10/28/2013 7
  • 8. Successful Inner Source Efforts
  • 9. Inner Source Characteristics • Transparency • Collaboration • Self-organization – Hybrids – Evangelists, catalysts • Egalitarianism • Meritocracy 10/28/2013 9
  • 10. Inner Source Characteristics Frameworks Databases Applications Cloud Languages Tools 10/28/2013 10
  • 11. Inner Source Characteristics Why are Transparency, Collaboration and Self-organization important? • Transparency – – – – Establishes trust among current and potential participants Lowers barriers to entry for potential contributors Helps consumers validate project health (community, codebase, etc.) Allows management to apply additional resources as required • Collaboration – Provides core processes/models for efficient work across team boundaries – Allows for better idea generation and implementation – Provides for an increased knowledge base of developer talent • Self-Organization – Encourages contributors to work on what motivates them the most – Empowerment increases morale and retention of top talent – Relieves some management burden for oversight of common components 10/28/2013 11
  • 12. Transparency Transparency, as used in science, engineering and business … implies openness, communication, and accountability. Transparency is operating in such a way that it is easy for others to see what actions are performed. Source: http://en.wikipedia.org/wiki/Transparency_(behavior) 10/28/2013 12
  • 13. Transparency Best Practices • Code Transparency – Fully readable code repositories • Technical/Design Transparency – Easily available design/architecture documentation • Decision-making Transparency – Project decisions made „in the open‟ • Communications Transparency – All project discussions „in the open‟ 10/28/2013 13
  • 14. Collaboration Collaboration is working together to achieve a goal… In particular, teams that work collaboratively can obtain greater resources, recognition and reward when facing competition for finite resources. Source: http://en.wikipedia.org/wiki/Collaboration 10/28/2013 14
  • 15. Collaboration Best Practices • Cultural Alignment – Awaiting permission vs. taking initiative • Development Cycle Alignment – Waterfall, Agile, Hybrid • Development Team Experience Alignment – Experience/specialized vs. Youthful/general purpose • Collaboration Tools Alignment – Basic (email, IRC) vs. Evolved (Wiki, forums) 10/28/2013 15
  • 16. Self-Organization Self-organization is a process where some form of order or coordination arises out of the interactions between the constituents of an initially unordered or nascent system. The process is spontaneous or loosely directed and the laws followed by the process may have been chosen or caused by an agent Guided 10/28/2013 Semi-guided Unguided 16
  • 17. Self-Organization Best Practices • Initially aligned with corporate goals, culture and business/technology imperatives • Optimized along a cultural baseline • Empowered to effect cultural change • Flexibility to implement own governance, incentive and measurement models Process 1. 2. 3. 4. Catalyze Test, measure, refine Settle Replicate 10/28/2013 17
  • 18. Inner Source Governance Corporate alignment as pre-conditions to success Inner Source Governance Models Wholly Self Determining 10/28/2013 Completely Structured 18
  • 19. Cultural Determinant Spectrum of attributes determines tolerances for risk and innovation • History • Industry • Development process 10/28/2013 • History • Industry • Development tools 19
  • 20. Egalitarianism All humans are equal in worth or social status… a positive attitude toward group decision making… and decentralization of power. Source: http://en.wikipedia.org/wiki/Egalitarianism 10/28/2013 20
  • 21. Egalitarianism Why it’s important • Breaks down „class barriers‟ to contributions • Facilitates a wide variety of experiences/viewpoints • Everyone starts on equal footing • Enables fundamentally shared goals Contribution model • No limitations by organizational position • Decisions made by consensus • Technological diversity 10/28/2013 21
  • 22. Meritocracy Power should be vested in individuals according to merit … Advancement based on intellectual talent measured through examination or demonstrated achievement. Source: http://en.wikipedia.org/wiki/Meritocracy 10/28/2013 22
  • 23. Meritocracy Why it’s important • Project direction driven by most valuable contributions • Provides an incentive structure for contributors • Project has built-in peer review/feedback loop Contribution Model • Peer review/vetting of contributions • Voting mechanism • Constructive feedback – no bullying! • Advancement path • Management trust in self-organized leadership 10/28/2013 23
  • 24. Measuring Inner Source Success Strategic and Organizational • Innovation – Ideation – Innovation velocity – Participation • Cultural – Geographic – Functional – Operational • Organizational – Employee turnover – Cost-per-hire 10/28/2013 24
  • 25. Measuring Inner Source Success Technical – – – – – – Time-to-deployment Support costs Standardization Code contributions Developer productivity Code quality Establish a measurement framework and review regularly including quantifiable; ROI/KPIs, technology/platform reuse, retention/hiring metrics 10/28/2013 25
  • 26. Measuring Inner Source Success Bell Labs (Gurbani, et al.) • Improved organizational model • Trained developers • Improved code quality and functionality IBM (Community Source) • Increased developer creativity and innovation • 30% faster software development Philips Healthcare (CTO – Frank van der linden) • Improved technology utilization • Improved product quality • Reduced time-to-market 10/28/2013 26
  • 27. Challenges • Overall – – – – Cultural gulf Lack of clearly defined and communicated goals HR concerns Management “support” • Egalitarianism – Fear of loss of control • Meritocracy – Initial seeding of „project influencers‟ • Measuring Success – Poorly designed and implemented KPIs 10/28/2013 27
  • 28. Best Practices • Realistic vision, articulated shared purpose and clearly defined problems or opportunities being addressed • (Initiators, catalysts, evangelists) need to have collaborative experience/mindset • Acculturation model for new participants • Programmatically facilitated continuous interaction and behavioral consistency • Start with an intra-organizational group of people with defined shared goals 10/28/2013 28
  • 29. Getting Started • Align Corporate Ethos – Encourage egalitarianism through example – Reward collaboration with appropriate incentives – Facilitate meritocratic leadership • Adjust Processes – Transparent contribution policies – Meritocratic governance model – Allow/seed self-organization • Deploy Tools/Technologies – Evaluate/adjust tools based on feedback – Standardize – Simpler is sometimes better (phase) 10/28/2013 29
  • 30. Estimating Investment • Cost to include – Program costs • • • • Infrastructure Governance Training Developer productivity – Cost for code sharing • COCOMO-based estimates • Test by sampling of projects • Costs best ignored – Initial code development • Cost was sunk for other purposes – Support and maintenance • Balanced by cost reduction on receiving side • Under-estimated for unused, over-estimated for widely used 30
  • 31. Questions oss-enablement-info@redhat.com aaitken@blackducksoftware.com View the Full Recordings from this Webinar Series: • Inner Sourcing: Community Development Practices in Corporate IT • Understanding Inner Source Fundamentals: Transparency, Collaboration and Self-Organization • Inner Source Fundamentals: Egalitarianism, Meritocracy and Measuring Success 10/28/2013 31