The document outlines a comprehensive strategy for adopting innersource practices within organizations to facilitate digital transformation, emphasizing management participation, business assessments, technology evaluations, and iterative development processes. It advocates for open-source principles like mentorship, transparency, and community involvement to enhance engagement and improve outcomes. Various steps in the ECM program strategy are highlighted, including rollout phases, user training, and continuous evolution to address technological challenges and streamline project execution.

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Embracing InnerSource for your
adaptive Digital Transformation
Piergiorgio Lucidi

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The Journey
Digital Transformation
challenges
ECM Program Strategy
InnerSource
Adaptive adoption

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Digital Transformation challenges
• Content
• Process
• Monitoring
Complexity
• Skills / Core business
• Departments / Stakeholders
• Cost saving / Legacy systems
Armonization
• Gathering requirements
• Understimations
• Wrong technologies involved
Communication

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The Open Source ecosystem
Vision
Adopt
Release
Resolve conflicts
Keep healthy
Users and contributors
Different roles
Distributed
Diverse cultures
Deliverables
Software Documentation Roadmap

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ECM Program Strategy
Mixed community
effort by AIIM and
MIKE2
Suggestions and
best practices
Build guidelines
for your project
Based on
International
Standards
Adaptive and
progressive
approach

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ECM Program Strategy
Management
participation
Business
assessment
Technology
assessment
Development
Rollout
Training

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Step 1 - Management participation
Business strategy KPIs and metrics
Organizational
change strategy
Identify
champions
User
experience

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Step 2 – Business assessment
Iterative
approach
Stakeholder
views
Gap
analysis
Project
scope

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Step 3 – Technology assessment
Integrations Architecture Extensions
Information
Management
Content
lifecycle
Migration UX Middleware

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Step 4 – Development
Iterative PoC
oriented
approach
Identity
management
Content
modeling
Platforms
extensions
Processes Integrations
Unit &
integration
tests

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Step 5 – Rollout
Test suite
• Unit tests
• Integration tests
Maintenance
• Backup
• Restore
• Upgrade
• Hotfixes
Technical training
• System administrators
• Backend developers
• Frontend developers
• Data Science analysts
• ECM developers
• BPM developers
User training
• Managers
• Users

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Step 6 – Evolution
Upgrade Strategy
•Platforms
•Environments
New features /
Organizational
change
•Extensions
•New applications
•Scale out

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Managing caos
CommunicationProcesses
Unsupported
platforms
Poor
requirements
understanding
Migration
Right role

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InnerSource
Adopt Open Source practices in the enterprise
Managing teams as an Open Source community
•Communication
•Knowldge sharing
Private projects
•Internal teams
Public projects
•Host team
•Trusted committers
•Guest team
Community
•InnerSource Commons

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Why InnerSource?
Management
participation
Business
assessment
Technology
assessment
Development
Rollout
Training
Contribute
back to the
Open Source
community

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Why InnerSource?
Management
participation
Business
assessment
Technology
assessment
Development
Rollout
Training
Contribute
with the
Open Source
community

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InnerSource - Principles
Openness Mentorship Meritocracy Community Transparency
Voluntary
code
contribution

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InnerSource - Benefits
High quality
Anyone can
contribute
Short time for
any change
Scalable
development
team
No more
escalation
Satisfaction

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Automation
DevOps
practices
Issue tracker
Forums &
wiki
Source code
repository
Orchestrator
Quality
check
Dedicated
test suite
InnerSource – What you need
Cultural
change
Be open ->
generic
modules
Share vision,
roadmap,
progress
Proactive
approach
(feedback)
Find mentors
Welcome
guest
contributors
Mitigate
conflicts

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Adoption – Basic App - SQL
Front end
MVC Framework
Extensions
Back end
MVC Framework
Extensions

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Adoption – Basic App - NoSQL
Front end
MVC Framework
Extensions
Back end
MVC Framework
Extensions

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Back end
Adoption – Content Services
Front end
MVC Framework
Extensions
Extensions

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Back end
Adoption – Identity Services
Front end
MVC Framework
Extensions
Extensions

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Back end
Adoption – Search Services
Front end
MVC Framework
Extensions
Extensions

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Back end
Adoption – Migration Services
Front end
MVC Framework
Extensions
Extensions

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• https://www.aiim.org/~/media/AIIM-Real-Files/Toolkit-PDF/How-
Develop-ECM-Strategy.pdf
ECM Program Strategy
• http://innersourcecommons.org/
InnerSource Commons
• https://www.apache.org
The Apache Software Foundation
• https://www.linuxfoundation.org/
The Linux Foundation
• https://www.eclipse.org/org/foundation/
Eclipse Foundation
References

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THANK YOU!
https://www.open4dev.com
piergiorgio@apache.org
@pjlucidi

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