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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 - 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.
3Cedric Thomas, OW2 - SFScon 13th-14th Nov. 2020
Mainstream User
Beta-Testing
Market Readiness
Good Governance
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
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
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
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
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
9Cedric Thomas, OW2 - SFScon 13th-14th Nov. 2020
Mainstream User
Beta-Testing
Market Readiness
Good Governance
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
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
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
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
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
15Cedric Thomas, OW2 - SFScon 13th-14th Nov. 2020
Mainstream User
Beta-Testing
Market Readiness
Good Governance
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
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
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”
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
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
21Cedric Thomas, OW2 - SFScon 13th-14th Nov. 2020
Mainstream User
Beta-Testing
Market Readiness
Good Governance
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
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
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
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
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/
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
www.ow2.org
For more details please contact Cedric Thomas, OW2 CEO, cedric.thomas@ow2.org
Thank you!

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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
  • 9. 9Cedric Thomas, OW2 - SFScon 13th-14th Nov. 2020 Mainstream User Beta-Testing Market Readiness Good Governance
  • 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
  • 15. 15Cedric Thomas, OW2 - SFScon 13th-14th Nov. 2020 Mainstream User Beta-Testing Market Readiness Good Governance
  • 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
  • 21. 21Cedric Thomas, OW2 - SFScon 13th-14th Nov. 2020 Mainstream User Beta-Testing Market Readiness Good Governance
  • 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!