june 22nd 2016 - foundation state of the union - london meetup @ red deer

Proprietary and ConfidentialProprietary and Confidential

State of the Union & Roadmap2016-06-22, London

Gabriele ColumbroExecutive Director, Symphony Software Foundation

@mindthegabz [email protected]

Proprietary and Confidential

An example of Community


Design PatternsLanguageTheory

My 1st language

University was great!


…fast forward…


Everybody is doing it in the Open!

https://www.blackducksoftware.com/2015-future-of-open-source

https://www.blackducksoftware.com/2015-future-of-open-source


Foundation MembersFounding Members Community Members


Why investing in Open Source?


Our ingredients for a successful open source ecosystemGuiding Principles (aka How)

LeannessValidation driven, KISS,

crawl/walk/run, focus on customer problem

OpennessOpen Communication,

Open Source & Standards, Open Architecture and APIs

Developer FocusDeveloper experience should

be easy & engaging, developers love it

InclusivityInclusive rather than exclusive, the power of collaboration is in

the network

Enterprise GradeIP Cleanliness, Predictable product lifecycle, compliance and security

TransparencyDecision making process, public records, clean communication

Cloud readinessProducts integrate easily with

de facto DevOps standards and Cloud PaaS

MeritocracyFosters bottom up, reputation driven influence on the project


What problems can we solve for our personas?The Symphony Foundation personae

Open Source Dev Enthusiasm

Technology Appeal

Personal Marketing

UC Platforms

CRM/ERPCMS/ECM

3rd party platforms Dev

MemberOrganizational innovation

Industry standardization

FinServ Ops

Identity

SecurityCompliance

Vulnerability resolution

FinServ DevFinServ

Interoperability

Open Dev Platform

Content

ProvidersTrading

platformsIntra and inter firm adoption (network effect)

FinTech integration

Who does what?Relationship with Symphony

Symphony Software FoundationCommunity fostering Symphony open developmentindustry interoperability and security

Symphony LLCSymphony commercial service provider

Governs development & release of Symphony Open Core & open extensionsCaters for Dev/Ops workflow/ergonomicsEnables industry convergence through Working GroupsEnforces security coding best practices & provides “security by many eyeballs”

Delivers the Symphony service in SaaS & hosts 3rd party partner appsCommercially supports Symphony Open Core & APIsEnhances the Symphony Open Core with value-add proprietary extensionsMain contributor to the Symphony Software Foundation


Levels of Ecosystem engagementHow will the Foundation enables industry collaboration

Enforces an enterprise ready & trusted governance processEnable 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 convergenceThrough 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 ecosystemEnable 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

01

02

03

04


Community governanceProgress on meritocratic representation

Enforces an enterprise ready & trusted governance processEnable collaborative governance based on Open Source well renowned successful open source models, while ensuring IP cleanliness (licensing, trademark and copyright) and commercial viability

01

H1 Key Achievements ✓First Member Meeting✓Elected Member Leads

First Member Meeting!60 attendees (max capacity!)22 Organizations18 Speakers4 Prospective Members (2 Speaking)

ESCo Member Leads ElectionElected by the Founding + Community MembersSecret and anonymous voting process5 Candidates (3 Community + 2 Founding)Elected James Turck and Frank Tarsillo


Working GroupsIndustry

convergence

Project CommittersOpen Sourcedevelopment

ESCoTechnical Governance &

Overall roadmap

ContributorsPull requests, patches, docs

Business and StrategyBoard of Directors

Gabriele Columbro

Turn this into a high level organization diagram of the foundation a la http://www.apache.org/foundation/governance/orgchart


Working Groups Momentum Technology & design focus

Fosters adoption & industry convergenceThrough 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

02

Working Groups massive momentum✓+100% participation in Working Groups (Desktop

Wrapper & Financial Objects standardization)✓44 total members✓2 Working Groups active

2 additional Working Groups proposedAPISecurity

Additional Working Groups on Open Source Legal and Awareness


Contributions to dateFollowing the approved Code Contribution Process

Details Name Status / ETA Committers Comments

CONTRIB-4 .NET C# ReST API client ApprovedJohan Forsell (FactSet)

Johan Sandersson (FactSet)Joao Figueiras (FactSet)Malay Shah (FactSet)

Release 0.1.0 already available on NuGet

CONTRIB-7 Java Agent ReST API client Approved Frank Tarsillo (Markit)Amit Joshi (Markit)

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 Approved Frank Tarsillo (Markit)3 * Symphony LLC

Merging of parallel Markit / Symphony implementations required

CONTRIB-5 Hello World Client Extension App Approved Jared Rada (Symphony LLC)

CONTRIB-6 Client Embedding API Examples Approved Jared Rada (Symphony LLC)

Call to ActionIf 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

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.

03

https://symphonyoss.atlassian.net/browse/CONTRIB-4







How contributed Source Code enters the FoundationCode Contributions

Committer initiatedRepeated 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


New Project Contribution Process

Contribution proposal ESCo approval IP Enforcement Delivery

infrastructure

Anyone can submit

a Contribution

Create “New Contribution”issue, with:

Scope, proposed initial committers,

existing code assets

ESCo reviewsscope & technical

approach to ensure fitand proposal completeness

AppropriateICLA/CCLA

are filed. Licenseis added to existing

code assets

Project is createdin Github (and support

resources).Committers are given

access

Project starts in Incubation phase


The Foundation UmbrellaClasses of projects developed under the Foundation

FinServ

Any Enterprise

OSS

Dev

PlatCore

Ext

Verti

cal

Horizontal

Shepherding and providing a lively

ecosystem to integrate Symphony

with FinServ OSS

Financial Services OSSSamples, Clients, Dev & Ops

productivity tools

Dev ToolsHorizontal integrations with

3rd party platforms (e.g.

CRM / ECM / etc)

Platform Integrations

Developed in the open, self

standing, open governance

Symphony PlatformGeneric features solving any

business communication

problem

Value AddCommon extensions to foster

interoperability and ease of

integration for Financial Services

FinServ Integrations

Add


Structurally enabling Member contributionsInitiatives to enable proper participation

Supports open source readiness of the entire ecosystemEnable 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

04

Engagement Driver Description Where are we?

Seamless Developer Experience

Easy to use technology. Takes minutes, not hours, days to get started.Open Source or API access to the Platform. Open Source SDLC to be completed in Q2.

Open Source Contribution compliance

Established Open Source / IP contribution policies. Existence of an Open Source Program Office.

Starting a Working Groups with IT Risk / Compliance / Member lawyers

Meritocratic path to influence

Positive reinforcement for Contribution of any kind (code, working groups, bugs, documentation, help in Governance) via higher levels of influence in

the Project.

ESCo members appointed by meritocracy. Positive reinforcement through additional governance, e.g.

PMC council / similar bodies.

Awareness & Visibility Symphony technology awareness. Foundation awareness as independent brand targeted to Developers and technical personas.

First Member meeting done. Q2/Q3 to engage in internal & external meetups. Starting an Awareness

Working Group / Board committee


2016 H1 Overview An overview of our achievements in 2016

Product &

Technology

Organization &

Governance

Community&

Ecosystem

2 * Working Groups active44 Working Groups Members from 17 Organizations

Activated Board CommitteesOrganizational independency(Finance, HR, Legal)Solid pipeline for 2016 hires

Completed v0 of Community & Development infrastructure

ESCo active & weekly ratifyingCompleted ESCo with 2 New Member LeadsDB & BAML new Directors

First Foundation Community Event full, 60 Attendees60+ Leads, 10+ Qualified opportunities70+ Followers on Twitter

4 Committers Approved(FactSet)5 Committers in process(4 Symphony + 1 Markit)

5 Contributions approved 1 Project released

Contribution Process ESCo ratifiedProject Lifecycle ESCo ratified

2 New Members ready to joinHired Marketing Contractor (Edward Yaeger)

Viability

Contribution

Awareness

Value New Office! Membership prospectus Primer Deck

Hired Director, Release Mgmt & DevOps (Maurizio Pillitu)Hired VP of Technology, Peter Monks


Q2 focusComplete in-flight contributionsCommunity & Development infrastructure completion Plan with Symphony LLC towards Open SourcingStart Working Groups on API & Security

Q3 focusMore Meetups & Hack-a-thons to foster extensions development Project governance & automation Support Member readiness (Legal & Awareness)Onboarding new Community Members (OpenFin)

Q4 focusEnable Symphony core platform ongoing contribution Onboard additional large FinServ players

Foundation Roadmap

Help us shape our roadmap!Send feedback on [email protected]

mailto:[email protected]?subject=


Call to action!Get your organizations involved today!

Engage in Contributions early in the Dev cycleIf 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/CONTRIBDevelop directly in the Open!

Foster Open CollaborationJoin Member mailing lists and chats (Any Member of your organizations can join)Discuss openly with other Members and gauge interest in Working Groups/ContributionsGive 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-thonsFollow us on Twitter @symphonyOSSUse that swag!

https://symphonyoss.atlassian.net/browse/CONTRIB


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!

https://symphonyoss.atlassian.net/browse/CONTRIB

http://github.com/symphonyoss


http://github.com/symphonyOSS

http://github.com/symphonyOSS


Now onto the cool stuff! :)


Thanks!Gabriele Columbro

Executive Director, Symphony Software Foundation

@mindthegabz [email protected]

@symphonyOSS