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Success Factors for
Open Source Adoption
Claus von Riegen
Program Director Industry Standards and Open Source
SAP AG
Andrew Aitken
GM & SVP, Olliance Group
A Black Duck Software company
Copyright © 2011 Black Duck Software, Inc. All Rights Reserved. 2
Open Source and Innovation
Andrew Aitken
GM & SVP, Olliance Group,
A Black Duck Software company
Open Source Strategy: Our Experience, Your Success
– The industry’s leading open source
business consultancy
– Over 600 engagements to date
– A Trusted Advisor to leading Fortune
2000 companies
Copyright © 2011 Black Duck Software, Inc. All Rights Reserved.
Open Source and Innovation
Open Source
developing, licensing, distributing and
consuming software
Open Source Drivers
collaboration, transparency, meritocracy
and licensing model
Open Source Innovation
The collaborative and transparent
creation or improvement of products,
technologies or ideas.
Copyright © 2011 Black Duck Software, Inc. All Rights Reserved. 4
Innovation By Industry
Copyright © 2011 Black Duck Software, Inc. All Rights Reserved. 5
Today’s Speaker
Claus von Riegen
Program Director Industry Standards and Open Source
SAP AG
Claus von Riegen, Vice President Industry Standards and Open Source
SAP AG
February 14th, 2012
Success Factors for Open Source Adoption
© 2012 SAP AG. All rights reserved. 7
Innovation Can Come From Anywhere
INNOVATION SAP Employees
Academic PartnersCustomers
Industry Partners
Research Labs
Development Labs
SAP Innovation Programs
© 2012 SAP AG. All rights reserved. 8
SAP and Open Source
100s
Open Source
Usages
>50
Open Source
Contributions
© 2012 SAP AG. All rights reserved. 9
What Our Customers Say
“NetWeaver's support for common standards and Open
Source is very important to Siemens because it helps to
protect investments, reduce costs, and increase flexibility
for both ourselves and our customers. For example, due to
SAP's usage of technologies like Eclipse as well as SAP’s
support for SOA standards, users of the Siemens Energy
Management Suite can reuse their existing Java EE, SOA
and Eclipse skills.”
Jens Neuhaus
Solution Architect, Siemens AG
© 2012 SAP AG. All rights reserved. 10
Why It Is Not A Good Idea Trying To Prevent Open Source
© 2012 SAP AG. All rights reserved. 11
But You Better Know What You Are Doing
Customer expectations
Functional scope
Usability
Quality
Reliability
Security
… and more
Open source quality
Software is not necessarily good just
because it is open source!
Like with any third-party product, all usage of open source software should
be managed
© 2012 SAP AG. All rights reserved. 12
And now?
What are the success
factors of open source
adoption?
© 2012 SAP AG. All rights reserved. 13
Three Stages Of Open Source Adoption In The Enterprise
Select
Functional /
non-functional fit
Future-proof
License
Manage
Reuse
Security
Maintenance /
Support
Engage
Roadmap
Investment
protection
Standardization
© 2012 SAP AG. All rights reserved. 14
Open Source Selection Criteria
Software
Fit with functional and non-functional requirements
Fit with product architecture / product strategy
License
Freedoms / constraints and obligations
Community
Contributors, users, and service providers
Usage Scenario
Product that make use of the open source software
Type of integration (embedded, linked, etc.)
Modification / enhancement / contribution
requirements
Software distribution channel
Community
License
Software
Usage Scenario
© 2012 SAP AG. All rights reserved. 15
Legal Risks
© 2012 SAP AG. All rights reserved. 16
Open Source Licenses 101
Proprietary licensesPermissive licenses “Copyleft” licenses
Apache
MIT
BSD
Eclipse
Mozilla
Affero
GPL
LGPL GPL Commercial license
Open source license constraints need to be understood in the context of
deployment model, integration scenario and need for adaptation/modification
Less freedom
© 2012 SAP AG. All rights reserved. 17
Open Source is NOT for free
© 2012 SAP AG. All rights reserved. 18
Best Practices For Open Source Selection
Define
Establish corporate open source policy1
Know
Obtain information about available open source software
Check maturity – select robust and well-adopted open source technologies
Build or buy legal practice for open source licensing
Govern
Define and run open source governance process
Establish cost/benefit metrics
Include relevant stakeholders (product units, CTO office, legal/IP teams, etc.)
Inform & Educate
Train product owners / architects about need for balanced due diligence
Inform decision makers about their role in governance process
Capture corporate intelligence (what – where – why)
1 See, for example, A Practical Guide to Leveraging Open Source in Business, Heather J. Meeker, John Wiley & Sons, 2008
© 2012 SAP AG. All rights reserved. 19
Open Source Management – Key Challenges
Security
How do we find and manage security
vulnerabilities that may exist?
Long-Term Support
How can we ensure dedicated long-term
support ?
7
Release Plans
How can we align release strategies and plans between
open source technologies and own products?
Reuse
How can we avoid the proliferation of different
technologies for the same requirement?
2
SAP
Customer
© 2012 SAP AG. All rights reserved. 20
Synchronisation
of release plans can be
challenging
Quality
Globalization
Security
...
Product Standards
© 2012 SAP AG. All rights reserved. 22
SAP products are supported
for at least 9 years
© 2012 SAP AG. All rights reserved. 23
Best Practices For Open Source
Management
Reuse
Establish corporate open source standards
Security
Apply same scrutiny for open source products as for in-house development
Monitor open source project for available patches
In case vulnerabilities are detected
 Fix immediately
 Provide patch for own customers
 Contribute solution to open source project
Support
Option 1: open source product is very mature – no dedicated support needed
Option 2: develop skills internally
Option 3: establish maintenance activity as part of open source community
Option 4: procure third-party support services
© 2012 SAP AG. All rights reserved. 24
Reasons For Community Engagement
Contribute to existing open source projects
 New requirements
 Bug fixes
 Enhancements / extensions
Initiate new open source projects
 Depends on business goals
Scenarios Benefits
Influence future direction
Increase productivity
Share cost of development
Solicit early feedback
Motivate external contributions
Create industry standards
© 2012 SAP AG. All rights reserved. 25
Sometimes pulling in
different directions
Protect
Intellectual
Property
© 2012 SAP AG. All rights reserved. 27
Best Practices For Open Source
Engagement
Beginners
Identify non-critical project and try it out
Intermediates
Understand how open source projects work
Don’t underestimate soft skills (negotiation, consensus-building, patience, etc.)
Gradually increase commitment
Regularly check cost/benefit equation
Professionals
Appoint contribution manager per project
 One voice
 Scope of contribution
 Interactions with legal / intellectual property team
© 2012 SAP AG. All rights reserved. 28
Summary
Open Source Has Distinct Benefits
It is there – and growing
Utilize external innovation
Increased productivity
Short time-to-value
Reuse of skills
Open Source Needs To Be Managed
Quality
License
Direction
Participate!
Start small & build an open source practice
Thank You!
Contact information:
Claus von Riegen
Vice President Industry Standards and Open Source
SAP AG, Dietmar-Hopp-Allee 16, 69190 Walldorf, Germany
+49 6227 742589
Copyright © 2011 Black Duck Software, Inc. All Rights Reserved. 30
Questions?
Copyright © 2011 Black Duck Software, Inc. All Rights Reserved. 31
 The Industry’s Most Unique Event: Now in its 7th year
– Invitation-only
– Global participation
– Real-world case study format
 GENIVI
 U.S. Department of Veterans Affaires
 Spring April 12th – 14th, 2012, Napa, CA
– Theme: Industry-Driven Community Innovation
 Fall, Oct 2012, Paris, France
 http://thinktank.olliancegroup.com

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Success Factors of FOSS Adoption

  • 1. Success Factors for Open Source Adoption Claus von Riegen Program Director Industry Standards and Open Source SAP AG Andrew Aitken GM & SVP, Olliance Group A Black Duck Software company
  • 2. Copyright © 2011 Black Duck Software, Inc. All Rights Reserved. 2 Open Source and Innovation Andrew Aitken GM & SVP, Olliance Group, A Black Duck Software company Open Source Strategy: Our Experience, Your Success – The industry’s leading open source business consultancy – Over 600 engagements to date – A Trusted Advisor to leading Fortune 2000 companies
  • 3. Copyright © 2011 Black Duck Software, Inc. All Rights Reserved. Open Source and Innovation Open Source developing, licensing, distributing and consuming software Open Source Drivers collaboration, transparency, meritocracy and licensing model Open Source Innovation The collaborative and transparent creation or improvement of products, technologies or ideas.
  • 4. Copyright © 2011 Black Duck Software, Inc. All Rights Reserved. 4 Innovation By Industry
  • 5. Copyright © 2011 Black Duck Software, Inc. All Rights Reserved. 5 Today’s Speaker Claus von Riegen Program Director Industry Standards and Open Source SAP AG
  • 6. Claus von Riegen, Vice President Industry Standards and Open Source SAP AG February 14th, 2012 Success Factors for Open Source Adoption
  • 7. © 2012 SAP AG. All rights reserved. 7 Innovation Can Come From Anywhere INNOVATION SAP Employees Academic PartnersCustomers Industry Partners Research Labs Development Labs SAP Innovation Programs
  • 8. © 2012 SAP AG. All rights reserved. 8 SAP and Open Source 100s Open Source Usages >50 Open Source Contributions
  • 9. © 2012 SAP AG. All rights reserved. 9 What Our Customers Say “NetWeaver's support for common standards and Open Source is very important to Siemens because it helps to protect investments, reduce costs, and increase flexibility for both ourselves and our customers. For example, due to SAP's usage of technologies like Eclipse as well as SAP’s support for SOA standards, users of the Siemens Energy Management Suite can reuse their existing Java EE, SOA and Eclipse skills.” Jens Neuhaus Solution Architect, Siemens AG
  • 10. © 2012 SAP AG. All rights reserved. 10 Why It Is Not A Good Idea Trying To Prevent Open Source
  • 11. © 2012 SAP AG. All rights reserved. 11 But You Better Know What You Are Doing Customer expectations Functional scope Usability Quality Reliability Security … and more Open source quality Software is not necessarily good just because it is open source! Like with any third-party product, all usage of open source software should be managed
  • 12. © 2012 SAP AG. All rights reserved. 12 And now? What are the success factors of open source adoption?
  • 13. © 2012 SAP AG. All rights reserved. 13 Three Stages Of Open Source Adoption In The Enterprise Select Functional / non-functional fit Future-proof License Manage Reuse Security Maintenance / Support Engage Roadmap Investment protection Standardization
  • 14. © 2012 SAP AG. All rights reserved. 14 Open Source Selection Criteria Software Fit with functional and non-functional requirements Fit with product architecture / product strategy License Freedoms / constraints and obligations Community Contributors, users, and service providers Usage Scenario Product that make use of the open source software Type of integration (embedded, linked, etc.) Modification / enhancement / contribution requirements Software distribution channel Community License Software Usage Scenario
  • 15. © 2012 SAP AG. All rights reserved. 15 Legal Risks
  • 16. © 2012 SAP AG. All rights reserved. 16 Open Source Licenses 101 Proprietary licensesPermissive licenses “Copyleft” licenses Apache MIT BSD Eclipse Mozilla Affero GPL LGPL GPL Commercial license Open source license constraints need to be understood in the context of deployment model, integration scenario and need for adaptation/modification Less freedom
  • 17. © 2012 SAP AG. All rights reserved. 17 Open Source is NOT for free
  • 18. © 2012 SAP AG. All rights reserved. 18 Best Practices For Open Source Selection Define Establish corporate open source policy1 Know Obtain information about available open source software Check maturity – select robust and well-adopted open source technologies Build or buy legal practice for open source licensing Govern Define and run open source governance process Establish cost/benefit metrics Include relevant stakeholders (product units, CTO office, legal/IP teams, etc.) Inform & Educate Train product owners / architects about need for balanced due diligence Inform decision makers about their role in governance process Capture corporate intelligence (what – where – why) 1 See, for example, A Practical Guide to Leveraging Open Source in Business, Heather J. Meeker, John Wiley & Sons, 2008
  • 19. © 2012 SAP AG. All rights reserved. 19 Open Source Management – Key Challenges Security How do we find and manage security vulnerabilities that may exist? Long-Term Support How can we ensure dedicated long-term support ? 7 Release Plans How can we align release strategies and plans between open source technologies and own products? Reuse How can we avoid the proliferation of different technologies for the same requirement? 2 SAP Customer
  • 20. © 2012 SAP AG. All rights reserved. 20 Synchronisation of release plans can be challenging
  • 22. © 2012 SAP AG. All rights reserved. 22 SAP products are supported for at least 9 years
  • 23. © 2012 SAP AG. All rights reserved. 23 Best Practices For Open Source Management Reuse Establish corporate open source standards Security Apply same scrutiny for open source products as for in-house development Monitor open source project for available patches In case vulnerabilities are detected  Fix immediately  Provide patch for own customers  Contribute solution to open source project Support Option 1: open source product is very mature – no dedicated support needed Option 2: develop skills internally Option 3: establish maintenance activity as part of open source community Option 4: procure third-party support services
  • 24. © 2012 SAP AG. All rights reserved. 24 Reasons For Community Engagement Contribute to existing open source projects  New requirements  Bug fixes  Enhancements / extensions Initiate new open source projects  Depends on business goals Scenarios Benefits Influence future direction Increase productivity Share cost of development Solicit early feedback Motivate external contributions Create industry standards
  • 25. © 2012 SAP AG. All rights reserved. 25 Sometimes pulling in different directions
  • 27. © 2012 SAP AG. All rights reserved. 27 Best Practices For Open Source Engagement Beginners Identify non-critical project and try it out Intermediates Understand how open source projects work Don’t underestimate soft skills (negotiation, consensus-building, patience, etc.) Gradually increase commitment Regularly check cost/benefit equation Professionals Appoint contribution manager per project  One voice  Scope of contribution  Interactions with legal / intellectual property team
  • 28. © 2012 SAP AG. All rights reserved. 28 Summary Open Source Has Distinct Benefits It is there – and growing Utilize external innovation Increased productivity Short time-to-value Reuse of skills Open Source Needs To Be Managed Quality License Direction Participate! Start small & build an open source practice
  • 29. Thank You! Contact information: Claus von Riegen Vice President Industry Standards and Open Source SAP AG, Dietmar-Hopp-Allee 16, 69190 Walldorf, Germany +49 6227 742589
  • 30. Copyright © 2011 Black Duck Software, Inc. All Rights Reserved. 30 Questions?
  • 31. Copyright © 2011 Black Duck Software, Inc. All Rights Reserved. 31  The Industry’s Most Unique Event: Now in its 7th year – Invitation-only – Global participation – Real-world case study format  GENIVI  U.S. Department of Veterans Affaires  Spring April 12th – 14th, 2012, Napa, CA – Theme: Industry-Driven Community Innovation  Fall, Oct 2012, Paris, France  http://thinktank.olliancegroup.com