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State of the Union & Roadmap

2015-05-17, New York

Gabriele ColumbroExecutive Director, Symphony Software Foundation

@mindthegabz gab@symphony.foundation

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Design PatternsLanguage

Theory

My 1st language

College was great!

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…fast forward…

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Everybody is doing it in the Open!

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

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Foundation Members

Founding Members Community Members

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Why investing in Open Source?

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Our ingredients for a successful open source ecosystem

Guiding 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

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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

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02

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Working GroupsIndustry

convergence

Project CommittersOpen Source

development

ESCoTechnical Governance &

Overall roadmap

ContributorsPull requests, patches, docs

Business and Strategy

Board of Directors

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The Foundation UmbrellaClasses of projects developed under the Foundation

FinServ

An

y E

nte

rpris

e

OSS

Dev

PlatCore

Ext

Ver

tica

l

Horizontal

Shepherding and providing a lively

ecosystem to integrate Symphony

with FinServ OSS

Financial Services OSS

Samples, Clients, Dev & Ops

productivity tools

Dev Tools

Horizontal integrations with

3rd party platforms (e.g.

CRM / ECM / etc)

Platform Integrations

Developed in the open, self

standing, open governance

Symphony Platform

Generic features solving any

business communication

problem

Value Add

Common extensions to foster

interoperability and ease of

integration for Financial Services

FinServ Integrations

Add

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How contributed Source Code enters the Foundation

Code 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

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Contributions to dateFollowing the approved Code Contribution Process

Details Name Status / ETA Committers Comments

CONTRIB-4 .NET C# Agent API client Approved

Johan Forsell (FactSet)

Johan Sandersson (FactSet)

Joao Figueiras (FactSet)

Malay Shah (FactSet)

First contribution approved by the ESCo

CONTRIB-3 MInuet End of Q24 * Goldman Sachs

4 * Symphony LLC

- Completing technical work for contribution

- Desktop Wrapper Working Group requires it

CONTRIB-2 HelpBot This WeekFrank Tarsillo (Markit)

3 * Symphony LLC

- ICLAs + Code in

- Requires ESCo approval

CONTRIB-5 Hello World Client Extension App End of May Jared Rada (Symphony LLC)

CONTRIB-6 Client Embedding API Examples End of May Jared Rada (Symphony LLC)

Call to Action

If 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

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2016 H1 Overview An overview of our achievements in 2016

Product

&

Technology

Organization

&

Governance

Community

&

Ecosystem

2 * Working Groups active

44 Working Groups Members

from 17 Organizations

2 * Working Groups forming

(API & Security)

Activated Board Committees

New EA/Controller (Al Stratigos)

Solid pipeline for 2016 hires

Invoiced 7/23 Members for

2016 Membership Fees

Completed v0 of

Community &

Development infrastructure

ESCo active & weekly ratifying

Completed ESCo with 2 New

Member Leads

DB & BAML new Directors

First Foundation

Community Event full, 60

Attendees

60+ Leads, 10+ Qualified

opportunities

70+ Followers on Twitter

4 Committers Approved

(FactSet)

5 Committers in

process

(4 Symphony + 1

Markit)

1 Contribution approved

C# Client - FactSet

4 Contributions proposed

Contribution Process

ESCo ratified

Project Lifecycle ESCo

ratified

2 New Members ready to join

Hired Marketing Contractor

(Edward Yaeger)

ViabilityContributionAwarenessValue

New Office!

Membership prospectus

Primer Deck

Hired Director, Release Mgmt &

DevOps (Maurizio Pillitu)

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Q2 focusComplete in-flight contributionsCommunity & Development infrastructure completion

Project governance

Work with Symphony LLC towards Open Sourcing

Q3 focus

Meetups & Hack-a-thonsGovernance automation

Project governance

Support Member readiness

Q2/Q3 Focus

Help us shape our roadmap - Send feedback on members@symphony.foundation

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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/CONTRIB

Develop 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/Contributions

Give 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-thons

Follow us on Twitter @symphonyOSS

Use that swag!

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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!

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http://github.com/symphonyOSS

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Thanks!

Gabriele ColumbroExecutive Director, Symphony Software Foundation

@mindthegabz gab@symphony.foundation

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@symphonyOSS