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Jim Jagielski
@jimjag
InnerSource 101
(for FinTech/FinServ)
About Me
➡ Apache Software Foundation
➡ Vice-Chairman, Co-founder, Director, Member and Developer
➡ Director
➡ Outercurve,...
What is “InnerSource”
➡ InnerSource is the methodology of taking the “lessons
learned” from successful FOSS projects and u...
Why InnerSource?
➡ Drive innovation
➡ Gain efficiencies by leveraging resident talent to its fullest
➡ Develop better soft...
What is “The Apache Way”
➡ “The Apache Way” relates to how the ASF (and its projects)
work and operate
➡ Basically, the le...
So why focus on Apache?
➡ The ASF is a 501(c)3, non-profit foundation
➡ Membership-based
➡ Large number of success stories...
Core Values
➡ Meritocracy
➡ Community
➡ Transparency
@jimjag
This work is licensed under a Creative Commons Attribution 3....
Why Community -> Code
➡ Avoid for new projects, what boot-strapped the Apache
Group in the 1st place
➡ Since we are all vo...
Basic Memes
➡ Meritocracy
➡ Peer-based
➡ Consensus decision making
➡ Collaborative development
➡ Responsible oversight
➡ I...
Meritocracy
➡ “Govern by Merit”
➡ Merit is based on what you do
➡ Merit never expires
➡ Those with more merit, get more re...
Peer-based
➡ Developers represent themselves - individuals
➡ Mutual trust and respect
➡ All votes hold the same weight (no...
Collaborative Development
➡ Transparent and Public
➡ Code is developed by the community
➡ Voting ensures at least 3 active...
What is “InnerSource”
➡ InnerSource is the methodology of taking the “lessons
learned” from successful FOSS projects and u...
How?
“If you want to build a ship, don’t drum up the men to
gather wood, divide the work, and give orders. Instead,
teach ...
Principles of InnerSource
➡ Culture
➡ Communication
➡ Transparency
➡ Collaboration
➡ Community
➡ Meritocracy
@jimjag
This ...
Principles: Culture
➡ Inner-sourcing is a cultural mind-shift
➡ Create an expected set of behaviors
➡ Must be truly engage...
Principles: Communication
➡ Is core and foundational
➡ Everything builds on this
➡ Open and asynchronous
➡ Doesn’t disenfr...
Principles: Transparency
➡ Reinforces and Enables Public and Open mindset
➡ Inclusion
➡ Reuse
➡ You can only reuse what yo...
Principles: Collaboration
➡ Common Vision
➡ Common Goal
➡ See connections
➡ Consensus:
➡ Encourages contribution and impro...
Principles: Community
➡ Loyalty
➡ Community breeds loyalty
➡ Durability
➡ Communities can create durable assets, processes...
Principles: Meritocracy
➡ Technical decisions made by technical experts
➡ Better informed decisions
➡ Role models
➡ Merit ...
Final Thoughts
➡ Community is not the same as team
➡ self organizing
➡ self identifying
➡ Contribution is work
➡ Community...
Thanks
This work is licensed under a Creative Commons Attribution 3.0 Unported License. - Jim Jagielski - @jimjag
Twitter:...
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InnerSource 101 for FinTech and FinServ

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An overview of the topic, benefits, techniques and challenges of implementing an InnerSource policy in the FinTech/FinServ arena. From my talk at the Open Source Strategy Summit 2017 in NYC.

Published in: Technology
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InnerSource 101 for FinTech and FinServ

  1. 1. Jim Jagielski @jimjag InnerSource 101 (for FinTech/FinServ)
  2. 2. About Me ➡ Apache Software Foundation ➡ Vice-Chairman, Co-founder, Director, Member and Developer ➡ Director ➡ Outercurve, MARSEC-XL, OSSI, OSI (ex)… ➡ Developer ➡ Mega FOSS projects ➡ O’Reilly Open Source Award: 2013 ➡ European Commission: Luminary Award ➡ Sr. Director: Tech Fellows: Capital One @jimjag This work is licensed under a Creative Commons Attribution 3.0 Unported License. - Jim Jagielski - @jimjag
  3. 3. What is “InnerSource” ➡ InnerSource is the methodology of taking the “lessons learned” from successful FOSS projects and using them internally in Enterprise IT development environments. ➡ “running your internal development as if it was an open source project” ➡ Principles and Techniques @jimjag This work is licensed under a Creative Commons Attribution 3.0 Unported License. - Jim Jagielski - @jimjag
  4. 4. Why InnerSource? ➡ Drive innovation ➡ Gain efficiencies by leveraging resident talent to its fullest ➡ Develop better software faster through collaboration ➡ Reduce costs through technology standardization and reuse ➡ Bring products to market faster ➡ Increase developer engagement and innovation through social creativity ➡ Attract and retain higher quality talent ➡ For FinTech: Stuck in the “old ways” (silos, etc) @jimjag This work is licensed under a Creative Commons Attribution 3.0 Unported License. - Jim Jagielski - @jimjag
  5. 5. What is “The Apache Way” ➡ “The Apache Way” relates to how the ASF (and its projects) work and operate ➡ Basically, the least common denominators on how PMCs operate (or are expected to operate) ➡ Basic governance principles @jimjag This work is licensed under a Creative Commons Attribution 3.0 Unported License. - Jim Jagielski - @jimjag
  6. 6. So why focus on Apache? ➡ The ASF is a 501(c)3, non-profit foundation ➡ Membership-based ➡ Large number of success stories (and some “failures”) ➡ Recognized and acknowledged by peers and press. ➡ The agreed-upon baseline standard for Inner Source @jimjag This work is licensed under a Creative Commons Attribution 3.0 Unported License. - Jim Jagielski - @jimjag
  7. 7. Core Values ➡ Meritocracy ➡ Community ➡ Transparency @jimjag This work is licensed under a Creative Commons Attribution 3.0 Unported License. - Jim Jagielski - @jimjag
  8. 8. Why Community -> Code ➡ Avoid for new projects, what boot-strapped the Apache Group in the 1st place ➡ Since we are all volunteers, people’s time and interests change ➡ A healthy community is “warm and inviting” and encourages a continued influx of developers ➡ Poisonous people/communities turn people off, and the project will die ➡ Diversity ensures survivability ➡ End result - better code, long-term code @jimjag This work is licensed under a Creative Commons Attribution 3.0 Unported License. - Jim Jagielski - @jimjag
  9. 9. Basic Memes ➡ Meritocracy ➡ Peer-based ➡ Consensus decision making ➡ Collaborative development ➡ Responsible oversight ➡ Individual Participation @jimjag This work is licensed under a Creative Commons Attribution 3.0 Unported License. - Jim Jagielski - @jimjag
  10. 10. Meritocracy ➡ “Govern by Merit” ➡ Merit is based on what you do ➡ Merit never expires ➡ Those with more merit, get more responsibility ➡ Provides incentive to Do More ➡ And you CAN Do More (go up the ladder) ➡ It’s NOT a dirty word ➡ aka “do-acracy” @jimjag This work is licensed under a Creative Commons Attribution 3.0 Unported License. - Jim Jagielski - @jimjag
  11. 11. Peer-based ➡ Developers represent themselves - individuals ➡ Mutual trust and respect ➡ All votes hold the same weight (no BDFL) ➡ Community created code ➡ Healthy communities create healthy code ➡ Poisonous communities don’t ➡ Feel as part of a community @jimjag This work is licensed under a Creative Commons Attribution 3.0 Unported License. - Jim Jagielski - @jimjag
  12. 12. Collaborative Development ➡ Transparent and Public ➡ Code is developed by the community ➡ Voting ensures at least 3 active developers ➡ Development done online and on-list ➡ If it didn’t happen on-list, it didn’t happen @jimjag This work is licensed under a Creative Commons Attribution 3.0 Unported License. - Jim Jagielski - @jimjag
  13. 13. What is “InnerSource” ➡ InnerSource is the methodology of taking the “lessons learned” from successful FOSS projects and using them internally in Enterprise IT development environments. ➡ “running your internal development as if it was an open source project” ➡ Principles and Techniques @jimjag This work is licensed under a Creative Commons Attribution 3.0 Unported License. - Jim Jagielski - @jimjag
  14. 14. How? “If you want to build a ship, don’t drum up the men to gather wood, divide the work, and give orders. Instead, teach them to yearn for the vast and endless sea.” @jimjag This work is licensed under a Creative Commons Attribution 3.0 Unported License. - Jim Jagielski - @jimjag ― Antoine de Saint-Exupéry
  15. 15. Principles of InnerSource ➡ Culture ➡ Communication ➡ Transparency ➡ Collaboration ➡ Community ➡ Meritocracy @jimjag This work is licensed under a Creative Commons Attribution 3.0 Unported License. - Jim Jagielski - @jimjag
  16. 16. Principles: Culture ➡ Inner-sourcing is a cultural mind-shift ➡ Create an expected set of behaviors ➡ Must be truly engaged ➡ Must be truly accepted ➡ Techniques: ➡ Be the model and guide ➡ Embrace the model ➡ Culture ➾ Communication @jimjag This work is licensed under a Creative Commons Attribution 3.0 Unported License. - Jim Jagielski - @jimjag
  17. 17. Principles: Communication ➡ Is core and foundational ➡ Everything builds on this ➡ Open and asynchronous ➡ Doesn’t disenfranchise anyone ➡ Archivable ➡ Maintains history and allows ebb/flow ➡ Document tribal knowledge ➡ Techniques: ➡ Mailing lists; reduce reliance on F2F; invest in infra ➡ Communication ➾ Transparency @jimjag This work is licensed under a Creative Commons Attribution 3.0 Unported License. - Jim Jagielski - @jimjag
  18. 18. Principles: Transparency ➡ Reinforces and Enables Public and Open mindset ➡ Inclusion ➡ Reuse ➡ You can only reuse what you can see ➡ Quality/Security ➡ More eyeballs mean better quality ➡ Measurement/Metric ➡ You can only measure what you can see ➡ Transparency ➾ Collaboration @jimjag This work is licensed under a Creative Commons Attribution 3.0 Unported License. - Jim Jagielski - @jimjag
  19. 19. Principles: Collaboration ➡ Common Vision ➡ Common Goal ➡ See connections ➡ Consensus: ➡ Encourages contribution and improves leverage ➡ Encourages feedback and dialogue ➡ Techniques: ➡ Build and Test Tools ➡ “Newbie” issues ➡ Collaboration ➾ Community @jimjag This work is licensed under a Creative Commons Attribution 3.0 Unported License. - Jim Jagielski - @jimjag
  20. 20. Principles: Community ➡ Loyalty ➡ Community breeds loyalty ➡ Durability ➡ Communities can create durable assets, processes and culture ➡ Health ➡ Feedback and Dialogue ➡ Not-just the “regular, expected players” ➡ Community ➾ Meritocracy @jimjag This work is licensed under a Creative Commons Attribution 3.0 Unported License. - Jim Jagielski - @jimjag
  21. 21. Principles: Meritocracy ➡ Technical decisions made by technical experts ➡ Better informed decisions ➡ Role models ➡ Merit provides examples ➡ Earned authority ➡ “Natural” leadership ➡ Known path and “rewards” ➡ Influence and Direction are possible (!(Us vs Them)) ➡ Meritocracy ➾ Communication @jimjag This work is licensed under a Creative Commons Attribution 3.0 Unported License. - Jim Jagielski - @jimjag
  22. 22. Final Thoughts ➡ Community is not the same as team ➡ self organizing ➡ self identifying ➡ Contribution is work ➡ Community requires investment ➡ Transparency is not a threat ➡ Collaboration means compromise ➡ Driving results means driving consensus @jimjag This work is licensed under a Creative Commons Attribution 3.0 Unported License. - Jim Jagielski - @jimjag
  23. 23. Thanks This work is licensed under a Creative Commons Attribution 3.0 Unported License. - Jim Jagielski - @jimjag Twitter: @jimjag Emails:
 jim@jaguNET.com
 jim@apache.org
 jim.jagielski@capitalone.com http://www.slideshare.net/jimjag/ http://innersourcecommons.org/

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