Gabriele Columbro, the Executive Director of the Symphony Software Foundation, provides an overview of the Foundation's progress and plans. The Foundation has established governance structures like a Board of Directors and Engineering Steering Committee. Several working groups are active with members from multiple organizations. The Foundation's first code contribution from FactSet has been approved, and several other contributions are in process. Looking ahead, the Foundation will focus on completing contributions, improving community infrastructure, and supporting members in open sourcing their work. Columbro encourages organizations to get involved by contributing code, providing feedback, and hosting Foundation events.

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State of the Union & Roadmap
2015-05-17, New York
Gabriele Columbro
Executive Director, Symphony Software Foundation
@mindthegabz gab@symphony.foundation

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Design PatternsLanguage
Theory
My 1st language
College was great!

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…fast forward…
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Everybody is doing it in the Open!
https://www.blackducksoftware.com/2015-future-of-open-source

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Foundation Members
Founding Members Community Members

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Why investing in Open Source?

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Our ingredients for a successful open source ecosystem
Guiding Principles (aka How)
Leanness
Validation driven, KISS,
crawl/walk/run, focus on
customer problem
Openness
Open Communication,
Open Source & Standards,
Open Architecture and APIs
Developer Focus
Developer experience should
be easy & engaging,
developers love it
Inclusivity
Inclusive rather than exclusive,
the power of collaboration is in
the network
Enterprise Grade
IP Cleanliness, Predictable product
lifecycle, compliance and security
Transparency
Decision making process, public
records, clean communication
Cloud readiness
Products integrate easily with
de facto DevOps standards and
Cloud PaaS
Meritocracy
Fosters bottom up, reputation
driven influence on the project

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Levels of Ecosystem engagement
How will the Foundation enables industry collaboration
Enforces an enterprise ready & trusted governance process
Enable collaborative governance based on Open Source well renowned successful open source models, while ensuring IP cleanliness
(licensing, trademark and copyright) and commercial viability
Fosters adoption & industry convergence
Through Working Groups, and gathering feedback from the community at large, ensures the widest adoption and interoperability for the
Symphony Platform, leveraging (and defining, where not available) industry wide standards
Hosts development and releases open source projects
Symphony Open Core platform, API clients/SDKs, extension and integration patterns, utilities, libraries and Dev tools, horizontal and 3rd
party platform integrations are example of potential projects, always with a key focus on security.
Supports open source readiness of the entire ecosystem
Enable productive 2-way participation to the open source process from Member organizations and Symphony, by sponsoring
open source readiness programs and new contribution/committer on-ramp
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Working Groups
Industry
convergence
Project Committers
Open Source
development
ESCo
Technical Governance &
Overall roadmap
Contributors
Pull requests, patches, docs
Business and Strategy
Board of Directors

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The Foundation Umbrella
Classes of projects developed under the Foundation
FinServ
AnyEnterprise
OSS
Dev
PlatCore
Ext
Vertical
Horizontal
Shepherding and providing a lively
ecosystem to integrate Symphony
with FinServ OSS
Financial Services OSS
Samples, Clients, Dev & Ops
productivity tools
Dev Tools
Horizontal integrations with
3rd party platforms (e.g.
CRM / ECM / etc)
Platform Integrations
Developed in the open, self
standing, open governance
Symphony Platform
Generic features solving any
business communication
problem
Value Add
Common extensions to foster
interoperability and ease of
integration for Financial Services
FinServ Integrations
Add

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How contributed Source Code enters the Foundation
Code Contributions
Committer initiated
Repeated contributions applied directly to the source
code from approved committers.
Contributor initiated
New Project Proposal
Pre-existing Project/Feature Contribution
Patches contributed via the issue trackers, pull requests
or mailing lists
An existing third party project / large codebase is
donated and joins the Foundation as a new Project or is
added to an existing Project
A project is proposed to the Foundation, including a list
of initial committers from Member and non Member
organizations

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Contributions to dateFollowing the approved Code Contribution Process
Details Name Status / ETA Committers Comments
CONTRIB-4 .NET C# Agent API client Approved
Johan Forsell (FactSet)
Johan Sandersson (FactSet)
Joao Figueiras (FactSet)
Malay Shah (FactSet)
First contribution approved by the ESCo
CONTRIB-3 MInuet End of Q2
4 * Goldman Sachs
4 * Symphony LLC
- Completing technical work for contribution
- Desktop Wrapper Working Group requires it
CONTRIB-2 HelpBot This Week
Frank Tarsillo (Markit)
3 * Symphony LLC
- ICLAs + Code in
- Requires ESCo approval
CONTRIB-5 Hello World Client Extension App End of May Jared Rada (Symphony LLC)
CONTRIB-6 Client Embedding API Examples End of May Jared Rada (Symphony LLC)
Call to Action
If your development teams working on a Symphony
integrations, and it’s not a competitive differentiator,
developing it under the Foundation will be more cost-effective
to build & maintain and typically more interoperable

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2016 H1 Overview
An overview of our achievements in 2016
Product
&
Technology
Organization
&
Governance
Community
&
Ecosystem
2 * Working Groups active
44 Working Groups Members
from 17 Organizations
2 * Working Groups forming
(API & Security)
Activated Board Committees
New EA/Controller (Al Stratigos)
Solid pipeline for 2016 hires
Invoiced 7/23 Members for
2016 Membership Fees
Completed v0 of
Community &
Development infrastructure
ESCo active & weekly ratifying
Completed ESCo with 2 New
Member Leads
DB & BAML new Directors
First Foundation
Community Event full, 60
Attendees
60+ Leads, 10+ Qualified
opportunities
70+ Followers on Twitter
4 Committers Approved
(FactSet)
5 Committers in
process
(4 Symphony + 1
Markit)
1 Contribution approved
C# Client - FactSet
4 Contributions proposed
Contribution Process
ESCo ratified
Project Lifecycle ESCo
ratified
2 New Members ready to join
Hired Marketing Contractor
(Edward Yaeger)
ViabilityContributionAwarenessValue
New Office!
Membership prospectus
Primer Deck
Hired Director, Release Mgmt &
DevOps (Maurizio Pillitu)

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Q2 focus
Complete in-flight contributions
Community & Development infrastructure completion
Project governance
Work with Symphony LLC towards Open Sourcing
Q3 focus
Meetups & Hack-a-thons
Governance automation
Project governance
Support Member readiness
Q2/Q3 Focus
Help us shape our roadmap - Send feedback on members@symphony.foundation

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Call to action!Get your organizations involved today!
Engage in Contributions early in the Dev cycle
If you are discussing internally about a non core Symphony integration, let us know!
All it takes to start a contribution is an issue at https://symphonyoss.atlassian.net/browse/CONTRIB
Develop directly in the Open!
Foster Open Collaboration
Join Member mailing lists and chats (Any Member of your organizations can join)
Discuss openly with other Members and gauge interest in Working Groups/Contributions
Give us your feedback / input on what you want to see in the Foundation and hurdles to contribution
Help us promote the Foundation!
Host Foundation Sponsored Meetups / Hack-a-thons
Follow us on Twitter @symphonyOSS
Use that swag!
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Open Source as collaborative ideationEngage with us since the inception phase
Contributing to Open Source doesn’t require code to start with!
If you are planning to do non-core development internally, propose a Project idea!
(all it takes is opening an issue at https://symphonyoss.atlassian.net/browse/CONTRIB)
Then work directly in the Foundation OSS repository toward your first release!

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http://github.com/symphonyOSS

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Thanks!
Gabriele Columbro
Executive Director, Symphony Software Foundation
@mindthegabz gab@symphony.foundation
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@symphonyOSS