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Open Source Software:
Governance Makes the Difference
Cédric Thomas, OW2
NetFutures, March 25, 2015, Brussels
Open Source Workshop
Mar 19, 2015 2Cedric Thomas
Agenda Context
Proactive OSS Strategy
Governance
Community Governance
Governance in Action
Summary
Mar 19, 2015 3Cedric Thomas
OSS Defined
OSS is a stretegic driver
Today's innovation is collaborative
Context
4
0> The freedom to run the software
for any purpose
5
0> The freedom to run the software
for any purpose
1> The freedom to study how the
software works and to adapt it to
your needs
6
0> The freedom to run the software
for any purpose
1> The freedom to study how the
software works and to adapt it to
your needs
2> The freedom to redistribute
copies of the software
7
0> The freedom to run the software
for any purpose
1> The freedom to study how the
software works and to adapt it to
your needs
2> The freedom to redistribute
copies of the software
3> The freedom to improve the
software and distribute your
improvements to the public
8
9
10Cedric Thomas
11Cedric Thomas
Private,
Integrated
platform
Business powered
by open source
12Cedric Thomas
Private,
Integrated
platform
Open Source
Commons
Business powered
by open source
Ecosystem-based
innovation
Android
Chrome
Bootstrap
Kafka
Open Compute
Future
Internet
hadoop
13Cedric Thomas
14Cedric Thomas
Project Size
Market
Readiness
Ubuntu, Xen, ASM,
VLC, Tomcat, Bonita
Contrail
Open Nebula
Linux, OpenStack, LibreOffice,
Talend Open Studio, Gnome, KVM,
SpagoBI, Firefox, Eclipse, etc.
Genivi
OpenDaylight
OpenCloudware
15Cedric Thomas
Project Size
Market
Readiness
Ubuntu, Xen, ASM,
VLC, Tomcat, Bonita
- Strong Community Support
- Start-up & Corporate Support
- Industry-grade Distributions
Contrail
Open Nebula
- Weak Community
- Limited Corporate Support
Linux, OpenStack, LibreOffice,
Talend Open Studio, Gnome, KVM,
SpagoBI, Firefox, Eclipse, etc.
- Community Maturity
- Governance by Non-Profit Org.
- Full Corporate Support
- Industry-grade Distributions
Genivi
OpenDaylight
OpenCloudware
- Fledgeling Community
- Limited Corporate Support
Cedric Thomas
Successful open source
projects are supported
by IT companies.
Corporate support ensures roadmap
consistency and long-term
sustainability.
Corporate support develops
industry-grade distributions and
market-ready offerings.
Corporate support helps grow
market outreach, sign-up early
adopters and provide use cases for
mainstream market.
Cedric Thomas
Successful projects
implement flawless open
source governance.
Open source governance best
practices help build sustainable
communities.
Code complementers more likely to
contribute to trustworthy OSS
projects.
Non-Profit open source
organizations provide neutral support
and sustainability.
18Cedric Thomas
Collab. Project Deliverable
Software Market Expectations
POCs
Use-cases
Demonstrations
Code
Documentation
Roadmap
Upgrades
Bug-fixing
Training
Support
Packaging
Case studies
Collateral
Pricing
Contracts
Early adopters
Etc.
Governance
Sustainability
Critical mass
Open Source Specifics
Delivery
Challenge
19Cedric Thomas
Enforce OSS Governance
Develop technology commons
Engage with EU OSS orgs.
Create business opportunities
Launch OSS marketplace
Proactive
OSS Strategy
Cedric Thomas
IT Industry
Collab.
Projects
Mainstream
Market
Delivery
Challenge
Enforce Open Source
Governance
→ Proper OSS governance as a
project evaluation criteria
→ Add OSS Manager to Exploitation
and Innovation managers
→ Require OSS projects to join and
comply with OSS communities.
IT Industry
OSS
Governance
Collab.
Projects
Mainstream
Market
Pay to develop
technology commons
→ Establish financial support for
project contributors
→ Develop market-ready technology
commons
→ Implement selection process of
high-potential OSS projects
IT Industry
OSS
Governance
Technology
commons
Collab.
Projects
Mainstream
Market
Engage with
EU-based OSS
communities
→ Support global EU-centric
communities, OW2, LibreOffice,
etc.
→ Involve them in existing EU
industry engagement mechanisms
→ Create incentives for industry to
support global EU-centric
communities, OW2, LibreOffice, etc
IT Industry
OSS
Governance
Technology
commons
OSS
Support
Collab.
Projects
Mainstream
Market
Create OSS business
opportunities.
→ Use EC IT buying power to
grow OSS market attractiveness
→ Develop user-side policy
guidelines supporting OSS
→ Help grow commercial support for
OSS technology commons
.
IT Industry
OSS
Governance
Technology
commons
OSS
Support
Business
Opportunites
Collab.
Projects
Mainstream
Market
Launch the EU OSS
shopping mall
→ Marketplace for selected open
source technology commons.
→ Facilitate connexion between
projects and market
→ Technology commons are ''pre-
competition''
IT Industry
OSS
Governance
Technology
commons
OSS
Support
Business
Opportunites
OSS
Marketplace
Collab.
Projects
Mainstream
Market
Launch the EU OSS
shopping mall
IT Industry
OSS
Governance
Technology
commons
OSS
Support
Business
Opportunites
OSS
Marketplace
Collab.
Projects
Mainstream
Market
Create business
opportunities
Engage with EU
OSS organizations
Pay to develop
technology commons
Enforce OSS
governance
Mar 19, 2015 27Cedric Thomas
Any body can do an OSS project
Communities vs Repositories
Governance vs Licence
Why governance
Governance styles
Governance
Mar 19, 2015 28Cedric Thomas
Anybody can create an
open source project
GitHub: 5 900 000*
SourceForge: 430 000*
OpenHub: 668 541*
* http://magazine.uc.edu/favorites/web-only/wanstrath.html
* http://sourceforge.net/about
* https://www.openhub.net/explore/projects
* http://fr.slideshare.net/blackducksoftware/open-source-by-the-numbers
Mar 19, 2015 29Cedric Thomas
Communities vs
Repositories
GitHub: 5 900 000*
SourceForge: 430 000*
OpenHub: 668 541*
Eclipse: 400
Apache: 250
OW2: 100
OpenStack: 20
* http://magazine.uc.edu/favorites/web-only/wanstrath.html
* http://sourceforge.net/about
* https://www.openhub.net/explore/projects
*
Mar 19, 2015 30Cedric Thomas
Governance vs License License
Legal framework
Grants people rights to use the
code
Reflects a business strategy
Governance
Social framework
Defines how people collaborate
Reflects an organization strategy
License = 0
Governance = 0
Mar 19, 2015 31Cedric Thomas
Governance vs License License
Legal framework
Grants people rights to use the
code
Reflects a business strategy
Governance
Social framework
Defines how people collaborate
Reflects an organization strategy
License = 0
Governance = 0
License = 1
Governance = 0
Mar 19, 2015 32Cedric Thomas
Governance vs License License
Legal framework
Grants people rights to use the
code
Reflects a business strategy
Governance
Social framework
Defines how people collaborate
Reflects an organization strategy
License = 0
Governance = 0
License = 1
Governance = 0
License = 1
Governance = 1
Ah! Much better!
Mar 19, 2015 33Cedric Thomas
When governance is
needed
Size of the community
Increasing conflicts
Extensive resources
Commercial interest
Source: Jono Bacon, The Art of Community
Mar 19, 2015 34Cedric Thomas
Governance styles
Benevolent dictator
Meritocracy
Democracy
Commercial
Mar 19, 2015 35Cedric Thomas
Communities have governance
Why implement governance
Governance styles
Community
Governance
Mar 19, 2015 36Cedric Thomas
https://www.apache.org/foundation/governance/
Mar 19, 2015 37Cedric Thomas
https://eclipse.org/org/documents/
Mar 19, 2015 38Cedric Thomas
https://wiki.openstack.org/wiki/Governance
Mar 19, 2015 39Cedric Thomas
http://www.libreoffice.org/about-us/governance/
Mar 19, 2015 40Cedric Thomas
http://www.linuxfoundation.org/collaborate/workgroups/cgl/governance
Mar 19, 2015 41Cedric Thomas
http://www.xenproject.org/governance.html
Mar 19, 2015 42Cedric Thomas
http://www.opendaylight.org/project/governance
Mar 19, 2015 43Cedric Thomas
http://www.ow2.org/view/About/Board
Mar 19, 2015 44Cedric Thomas
Governance elements
Community building plan
Technical Licensing Framework
Open source charter
Advisory Board
Governance benefits
Governance
In Action
Mar 19, 2015 45Cedric Thomas
Governance elements
Bylaws
Principles
Roles
Structures/Bodies
Decision making
Conflict solving
Ownership
Joining
Procedures
Elections
Etc.
Examples:
Board of Directors
Technology Council
Mar 19, 2015 46Cedric Thomas
Community Building
Stages
Infrastructure
Governance
Marketing
Technical Stage Open Source Stage Ecosystem Stage
Mar 19, 2015 47Cedric Thomas
Technical Licensing
Framework
Component license inventory,
positioning and linkage
Core Platform, Project deliverable
Applications, Demos, Use cases
Third Party Tooling
Execution, Processing environment
Applications
Core
Tools
Execution
Mar 19, 2015 48Cedric Thomas
The AppHub open source
charter
Project documentation
Use of and compliance with standards
Project testing process
Licenses, copyright and IP mgt
Tools and development environment
Commits and bug report mgt
Code maintainability and stability
Configuration and version mgt
Project planning
Requirement management
Project roadmap management
Stakeholders management
Mar 19, 2015 49Cedric Thomas
The AppHubAdvisory
Board
Theo Lynn (Irish Centre for Cloud
Computing & Commerce)
Lars Kurth (Xen)
Sophie Gautier (LibreOffice)
Roberto di Cosmo (IRILL)
Patrick Ohnewein (FSFe)
Wei-Tek Tsai (BUAA)
Francesco Chicchiricco (Apache
Coccon, Syncope, Olingo)
Manuel Velardo (Cenatic)
Dave Neary (Red Hat)
Nelson Lago (Uni Sao Paolo
FLOSS Competency Center)
Mar 19, 2015 50Cedric Thomas
A good OSS governance
strives at implementing
legal, technical and
community management
best practices
Improves the overall perception and
market readiness of the projects
Helps projects grow by making them
easy-to-contribute-to
Improve projects' perceived
trustworthiness and predictability
Make projects sustainable: worth
contributing to, worth investing in
Mar 19, 2015 51Cedric Thomas
What you should remember
Summary
Mar 19, 2015 52Cedric Thomas
Governance makes the
difference
Open source is a strategic driver in
collaborative software innovation
Aproactive OSS strategy to address
the Delivery Challenge of EU-projects
Repositories are no communities, open
source licenses are no governance
Well structured and experienced
communities drive open source success
Governance helps projects grow by
making them easy-to-contribute-to
Mar 19, 2015 53Cedric Thomas
Now let's talk!
Thank You
54
www.ow2.orgwww.apphub.eu.com
For more details please contact Cedric Thomas, OW2 CEO, cedric.thomas@ow2.org

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Open Source Software: Governance Makes the Difference

  • 1. Open Source Software: Governance Makes the Difference Cédric Thomas, OW2 NetFutures, March 25, 2015, Brussels Open Source Workshop
  • 2. Mar 19, 2015 2Cedric Thomas Agenda Context Proactive OSS Strategy Governance Community Governance Governance in Action Summary
  • 3. Mar 19, 2015 3Cedric Thomas OSS Defined OSS is a stretegic driver Today's innovation is collaborative Context
  • 4. 4 0> The freedom to run the software for any purpose
  • 5. 5 0> The freedom to run the software for any purpose 1> The freedom to study how the software works and to adapt it to your needs
  • 6. 6 0> The freedom to run the software for any purpose 1> The freedom to study how the software works and to adapt it to your needs 2> The freedom to redistribute copies of the software
  • 7. 7 0> The freedom to run the software for any purpose 1> The freedom to study how the software works and to adapt it to your needs 2> The freedom to redistribute copies of the software 3> The freedom to improve the software and distribute your improvements to the public
  • 8. 8
  • 9. 9
  • 12. 12Cedric Thomas Private, Integrated platform Open Source Commons Business powered by open source Ecosystem-based innovation Android Chrome Bootstrap Kafka Open Compute Future Internet hadoop
  • 14. 14Cedric Thomas Project Size Market Readiness Ubuntu, Xen, ASM, VLC, Tomcat, Bonita Contrail Open Nebula Linux, OpenStack, LibreOffice, Talend Open Studio, Gnome, KVM, SpagoBI, Firefox, Eclipse, etc. Genivi OpenDaylight OpenCloudware
  • 15. 15Cedric Thomas Project Size Market Readiness Ubuntu, Xen, ASM, VLC, Tomcat, Bonita - Strong Community Support - Start-up & Corporate Support - Industry-grade Distributions Contrail Open Nebula - Weak Community - Limited Corporate Support Linux, OpenStack, LibreOffice, Talend Open Studio, Gnome, KVM, SpagoBI, Firefox, Eclipse, etc. - Community Maturity - Governance by Non-Profit Org. - Full Corporate Support - Industry-grade Distributions Genivi OpenDaylight OpenCloudware - Fledgeling Community - Limited Corporate Support
  • 16. Cedric Thomas Successful open source projects are supported by IT companies. Corporate support ensures roadmap consistency and long-term sustainability. Corporate support develops industry-grade distributions and market-ready offerings. Corporate support helps grow market outreach, sign-up early adopters and provide use cases for mainstream market.
  • 17. Cedric Thomas Successful projects implement flawless open source governance. Open source governance best practices help build sustainable communities. Code complementers more likely to contribute to trustworthy OSS projects. Non-Profit open source organizations provide neutral support and sustainability.
  • 18. 18Cedric Thomas Collab. Project Deliverable Software Market Expectations POCs Use-cases Demonstrations Code Documentation Roadmap Upgrades Bug-fixing Training Support Packaging Case studies Collateral Pricing Contracts Early adopters Etc. Governance Sustainability Critical mass Open Source Specifics Delivery Challenge
  • 19. 19Cedric Thomas Enforce OSS Governance Develop technology commons Engage with EU OSS orgs. Create business opportunities Launch OSS marketplace Proactive OSS Strategy
  • 21. Enforce Open Source Governance → Proper OSS governance as a project evaluation criteria → Add OSS Manager to Exploitation and Innovation managers → Require OSS projects to join and comply with OSS communities. IT Industry OSS Governance Collab. Projects Mainstream Market
  • 22. Pay to develop technology commons → Establish financial support for project contributors → Develop market-ready technology commons → Implement selection process of high-potential OSS projects IT Industry OSS Governance Technology commons Collab. Projects Mainstream Market
  • 23. Engage with EU-based OSS communities → Support global EU-centric communities, OW2, LibreOffice, etc. → Involve them in existing EU industry engagement mechanisms → Create incentives for industry to support global EU-centric communities, OW2, LibreOffice, etc IT Industry OSS Governance Technology commons OSS Support Collab. Projects Mainstream Market
  • 24. Create OSS business opportunities. → Use EC IT buying power to grow OSS market attractiveness → Develop user-side policy guidelines supporting OSS → Help grow commercial support for OSS technology commons . IT Industry OSS Governance Technology commons OSS Support Business Opportunites Collab. Projects Mainstream Market
  • 25. Launch the EU OSS shopping mall → Marketplace for selected open source technology commons. → Facilitate connexion between projects and market → Technology commons are ''pre- competition'' IT Industry OSS Governance Technology commons OSS Support Business Opportunites OSS Marketplace Collab. Projects Mainstream Market
  • 26. Launch the EU OSS shopping mall IT Industry OSS Governance Technology commons OSS Support Business Opportunites OSS Marketplace Collab. Projects Mainstream Market Create business opportunities Engage with EU OSS organizations Pay to develop technology commons Enforce OSS governance
  • 27. Mar 19, 2015 27Cedric Thomas Any body can do an OSS project Communities vs Repositories Governance vs Licence Why governance Governance styles Governance
  • 28. Mar 19, 2015 28Cedric Thomas Anybody can create an open source project GitHub: 5 900 000* SourceForge: 430 000* OpenHub: 668 541* * http://magazine.uc.edu/favorites/web-only/wanstrath.html * http://sourceforge.net/about * https://www.openhub.net/explore/projects * http://fr.slideshare.net/blackducksoftware/open-source-by-the-numbers
  • 29. Mar 19, 2015 29Cedric Thomas Communities vs Repositories GitHub: 5 900 000* SourceForge: 430 000* OpenHub: 668 541* Eclipse: 400 Apache: 250 OW2: 100 OpenStack: 20 * http://magazine.uc.edu/favorites/web-only/wanstrath.html * http://sourceforge.net/about * https://www.openhub.net/explore/projects *
  • 30. Mar 19, 2015 30Cedric Thomas Governance vs License License Legal framework Grants people rights to use the code Reflects a business strategy Governance Social framework Defines how people collaborate Reflects an organization strategy License = 0 Governance = 0
  • 31. Mar 19, 2015 31Cedric Thomas Governance vs License License Legal framework Grants people rights to use the code Reflects a business strategy Governance Social framework Defines how people collaborate Reflects an organization strategy License = 0 Governance = 0 License = 1 Governance = 0
  • 32. Mar 19, 2015 32Cedric Thomas Governance vs License License Legal framework Grants people rights to use the code Reflects a business strategy Governance Social framework Defines how people collaborate Reflects an organization strategy License = 0 Governance = 0 License = 1 Governance = 0 License = 1 Governance = 1 Ah! Much better!
  • 33. Mar 19, 2015 33Cedric Thomas When governance is needed Size of the community Increasing conflicts Extensive resources Commercial interest Source: Jono Bacon, The Art of Community
  • 34. Mar 19, 2015 34Cedric Thomas Governance styles Benevolent dictator Meritocracy Democracy Commercial
  • 35. Mar 19, 2015 35Cedric Thomas Communities have governance Why implement governance Governance styles Community Governance
  • 36. Mar 19, 2015 36Cedric Thomas https://www.apache.org/foundation/governance/
  • 37. Mar 19, 2015 37Cedric Thomas https://eclipse.org/org/documents/
  • 38. Mar 19, 2015 38Cedric Thomas https://wiki.openstack.org/wiki/Governance
  • 39. Mar 19, 2015 39Cedric Thomas http://www.libreoffice.org/about-us/governance/
  • 40. Mar 19, 2015 40Cedric Thomas http://www.linuxfoundation.org/collaborate/workgroups/cgl/governance
  • 41. Mar 19, 2015 41Cedric Thomas http://www.xenproject.org/governance.html
  • 42. Mar 19, 2015 42Cedric Thomas http://www.opendaylight.org/project/governance
  • 43. Mar 19, 2015 43Cedric Thomas http://www.ow2.org/view/About/Board
  • 44. Mar 19, 2015 44Cedric Thomas Governance elements Community building plan Technical Licensing Framework Open source charter Advisory Board Governance benefits Governance In Action
  • 45. Mar 19, 2015 45Cedric Thomas Governance elements Bylaws Principles Roles Structures/Bodies Decision making Conflict solving Ownership Joining Procedures Elections Etc. Examples: Board of Directors Technology Council
  • 46. Mar 19, 2015 46Cedric Thomas Community Building Stages Infrastructure Governance Marketing Technical Stage Open Source Stage Ecosystem Stage
  • 47. Mar 19, 2015 47Cedric Thomas Technical Licensing Framework Component license inventory, positioning and linkage Core Platform, Project deliverable Applications, Demos, Use cases Third Party Tooling Execution, Processing environment Applications Core Tools Execution
  • 48. Mar 19, 2015 48Cedric Thomas The AppHub open source charter Project documentation Use of and compliance with standards Project testing process Licenses, copyright and IP mgt Tools and development environment Commits and bug report mgt Code maintainability and stability Configuration and version mgt Project planning Requirement management Project roadmap management Stakeholders management
  • 49. Mar 19, 2015 49Cedric Thomas The AppHubAdvisory Board Theo Lynn (Irish Centre for Cloud Computing & Commerce) Lars Kurth (Xen) Sophie Gautier (LibreOffice) Roberto di Cosmo (IRILL) Patrick Ohnewein (FSFe) Wei-Tek Tsai (BUAA) Francesco Chicchiricco (Apache Coccon, Syncope, Olingo) Manuel Velardo (Cenatic) Dave Neary (Red Hat) Nelson Lago (Uni Sao Paolo FLOSS Competency Center)
  • 50. Mar 19, 2015 50Cedric Thomas A good OSS governance strives at implementing legal, technical and community management best practices Improves the overall perception and market readiness of the projects Helps projects grow by making them easy-to-contribute-to Improve projects' perceived trustworthiness and predictability Make projects sustainable: worth contributing to, worth investing in
  • 51. Mar 19, 2015 51Cedric Thomas What you should remember Summary
  • 52. Mar 19, 2015 52Cedric Thomas Governance makes the difference Open source is a strategic driver in collaborative software innovation Aproactive OSS strategy to address the Delivery Challenge of EU-projects Repositories are no communities, open source licenses are no governance Well structured and experienced communities drive open source success Governance helps projects grow by making them easy-to-contribute-to
  • 53. Mar 19, 2015 53Cedric Thomas Now let's talk! Thank You
  • 54. 54 www.ow2.orgwww.apphub.eu.com For more details please contact Cedric Thomas, OW2 CEO, cedric.thomas@ow2.org