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OPEN SOURCE AS AN ELEMENT OF 
CORPORATE STRATEGY 
Shawn Briscoe 
Director Strategy SVCS 
@black_duck_sw 
© 2014 Black Duck Software, Inc. All Rights Reserved. 
Guy Martin 
Senior Strategist 
@SamsungOSG
FRAMEWORK FOR OPEN SOURCE 
INTERACTIONS 
Flexible Framework for: 
• Organizational/team-specific 
needs 
• Evolving adoption/use of OSS 
• Interrelated focus areas 
Four (4) Focus Areas: 
• Strategy & Governance 
• Consume 
• Collaborate 
• Create 
2 © 2014 Black Duck Software, Inc. All Rights Reserved.
OPEN SOURCE IS A STRATEGIC ASSET 
30% 
80% 
Average* Best in class 
*Source: IDC 2012 
3 © 2014 Black Duck Software, Inc. All Rights Reserved.
2014 
the future of 
OPEN 
SOURCE 
+
2014 SURVEY COLLABORATORS 
5 © 2014 Black Duck Software, Inc. All Rights Reserved.
FACTORS FOR ENTERPRISE ADOPTION OF 
OSS 
6 © 2014 Black Duck Software, Inc. All Rights Reserved.
FACTORS FOR ENTERPRISE PARTICIPATION IN 
OPEN SOURCE COMMUNITIES 
7 © 2014 Black Duck Software, Inc. All Rights Reserved.
ELEMENTS OF AN ENTERPRISE OPEN SOURCE 
STRATEGY 
Product 
Open Source 
Culture Community 
Strategy 
Governance 
8 © 2014 Black Duck Software, Inc. All Rights Reserved.
PRODUCT STRATEGY 
Building 
OSS 
Your 
Product 
or Service 
Building 
for OSS 
Open 
Source 
Building 
with OSS 
Your 
Product 
or Service 
Open 
Source Your 
Product 
or Service 
Open 
Source 
9 © 2014 Black Duck Software, Inc. All Rights Reserved. 
Building 
on OSS 
Your 
Business 
Open 
Source
OSS LOGISTICS SOLUTIONS DELIVER ON 
THE PROMISE OF OPEN SOURCE 
Systematically streamline, safeguard, and 
manage open source throughout your software 
development value chain. 
Choose Scan Approve Inventory Secure Deliver 
10 © 2014 Black Duck Software, Inc. All Rights Reserved.
MITIGATE SECURITY RISKS 
11 © 2014 Black Duck Software, Inc. All Rights Reserved.
CORPORATE CULTURE 
INNER SOURCE 
Collaboratio 
n 
Transparenc 
y 
Meritocracy 
Contribution 
Governance 
Organization 
al 
Knowledge 
Reuse 
Metrics 
12 © 2014 Black Duck Software, Inc. All Rights Reserved.
COMMUNITY STRATEGY 
Operational 
Efficiency 
Technology 
Influence 
Talent 
Identification 
13 © 2014 Black Duck Software, Inc. All Rights Reserved. 
Stewardship
CASE STUDY 
Samsung Open Source 
Group 
14 © 2014 Black Duck Software, Inc. All Rights Reserved.
SAMSUNG OPEN SOURCE TIMELINE 
Prolification + 
Contributions 
Exploring 
Possibilities 
Using embedded 
Linux in select 
products 
Adoption 
Adoption of Linux 
and Open Source 
SW as a viable 
alternative 
Tizen 
Major 
Contribution 
2002 2005 2008 2012 
15 © 2014 Black Duck Software, Inc. All Rights Reserved. 
Open Source 
Group 
Created in SRA-SV 
+ Open Source 
Office in SRUK 
2013
SAMSUNG OSG MISSION 
Open 
Source 
Leadership 
16 © 2014 Black Duck Software, Inc. All Rights Reserved.
WHY? 
17 © 2014 Black Duck Software, Inc. All Rights Reserved.
HOW? 
External & 
Internal Visibility 
Strategy 
Components 
Thought 
Leadership 
Grow Open 
Source 
Competence 
18 © 2014 Black Duck Software, Inc. All Rights Reserved. 
Upstream 
Contributions 
Educate/Mentor 
Product 
Teams
RESULTS TO DATE (2014) 
• Contributions 
• 25 dedicated OSS developers (16 maintainers) 
• Linux Kernel, Multimedia, Graphics, Web, Virtualization 
• > 6300 upstream contributions 
• 2/3 bug fixes, remaining split between enhancements/new features 
• 98% contribution acceptance rate 
• 15% of contributions driven by business units 
• Thought Leadership/Visibility 
• > 60 conference presentations/papers 
• 13 media mentions (including WSJ, Linux.com, etc.) 
• 35 product developers graduated from 
OSS Leadership Program 
19 © 2014 Black Duck Software, Inc. All Rights Reserved.
Lessons Learned Along the 
Road…. 
20 © 2014 Black Duck Software, Inc. All Rights Reserved.
RULE #1 
No two communities are exactly the same! 
21 © 2014 Black Duck Software, Inc. All Rights Reserved.
RULE #2 
Communities don’t work for individual companies 
22 © 2014 Black Duck Software, Inc. All Rights Reserved.
UNDERSTAND COMMUNITY GOVERNANCE 
• Each community is different 
• Contributions need to ‘fit’ with other code/patches 
23 © 2014 Black Duck Software, Inc. All Rights Reserved.
UNDERSTAND COMMUNITY MOTIVATORS 
• Successful communities are powered by motivated 
people 
• Motivation can be: status, money, peer recognition 
24 © 2014 Black Duck Software, Inc. All Rights Reserved.
BE CAREFUL OF ‘CUSTOM’ LICENSES 
• Communities do not work well with ‘custom licenses’ 
• Gaining contributors/momentum requires low barriers 
to entry 
http://opensource.org/licenses/index.html 
25 © 2014 Black Duck Software, Inc. All Rights Reserved.
COMMUNITIES NEED NURTURING 
• Posting code to public sites is not collaboration 
• Community participation is a cycle – expect change 
26 © 2014 Black Duck Software, Inc. All Rights Reserved.
BE HUMBLE, BUT BOLD 
• Community leadership is earned, not granted 
• Accept community feedback and rework code 
• Bring technical expertise to the table 
• Contributions need to be ongoing to maintain leadership status 
Leadership != Control 
Account != Leadership 
Humble Bold 
27 © 2014 Black Duck Software, Inc. All Rights Reserved.
THANK YOU! 
28 © 2014 Black Duck Software, Inc. All Rights Reserved.

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Open Source as an Element of Corporate Strategy

  • 1. OPEN SOURCE AS AN ELEMENT OF CORPORATE STRATEGY Shawn Briscoe Director Strategy SVCS @black_duck_sw © 2014 Black Duck Software, Inc. All Rights Reserved. Guy Martin Senior Strategist @SamsungOSG
  • 2. FRAMEWORK FOR OPEN SOURCE INTERACTIONS Flexible Framework for: • Organizational/team-specific needs • Evolving adoption/use of OSS • Interrelated focus areas Four (4) Focus Areas: • Strategy & Governance • Consume • Collaborate • Create 2 © 2014 Black Duck Software, Inc. All Rights Reserved.
  • 3. OPEN SOURCE IS A STRATEGIC ASSET 30% 80% Average* Best in class *Source: IDC 2012 3 © 2014 Black Duck Software, Inc. All Rights Reserved.
  • 4. 2014 the future of OPEN SOURCE +
  • 5. 2014 SURVEY COLLABORATORS 5 © 2014 Black Duck Software, Inc. All Rights Reserved.
  • 6. FACTORS FOR ENTERPRISE ADOPTION OF OSS 6 © 2014 Black Duck Software, Inc. All Rights Reserved.
  • 7. FACTORS FOR ENTERPRISE PARTICIPATION IN OPEN SOURCE COMMUNITIES 7 © 2014 Black Duck Software, Inc. All Rights Reserved.
  • 8. ELEMENTS OF AN ENTERPRISE OPEN SOURCE STRATEGY Product Open Source Culture Community Strategy Governance 8 © 2014 Black Duck Software, Inc. All Rights Reserved.
  • 9. PRODUCT STRATEGY Building OSS Your Product or Service Building for OSS Open Source Building with OSS Your Product or Service Open Source Your Product or Service Open Source 9 © 2014 Black Duck Software, Inc. All Rights Reserved. Building on OSS Your Business Open Source
  • 10. OSS LOGISTICS SOLUTIONS DELIVER ON THE PROMISE OF OPEN SOURCE Systematically streamline, safeguard, and manage open source throughout your software development value chain. Choose Scan Approve Inventory Secure Deliver 10 © 2014 Black Duck Software, Inc. All Rights Reserved.
  • 11. MITIGATE SECURITY RISKS 11 © 2014 Black Duck Software, Inc. All Rights Reserved.
  • 12. CORPORATE CULTURE INNER SOURCE Collaboratio n Transparenc y Meritocracy Contribution Governance Organization al Knowledge Reuse Metrics 12 © 2014 Black Duck Software, Inc. All Rights Reserved.
  • 13. COMMUNITY STRATEGY Operational Efficiency Technology Influence Talent Identification 13 © 2014 Black Duck Software, Inc. All Rights Reserved. Stewardship
  • 14. CASE STUDY Samsung Open Source Group 14 © 2014 Black Duck Software, Inc. All Rights Reserved.
  • 15. SAMSUNG OPEN SOURCE TIMELINE Prolification + Contributions Exploring Possibilities Using embedded Linux in select products Adoption Adoption of Linux and Open Source SW as a viable alternative Tizen Major Contribution 2002 2005 2008 2012 15 © 2014 Black Duck Software, Inc. All Rights Reserved. Open Source Group Created in SRA-SV + Open Source Office in SRUK 2013
  • 16. SAMSUNG OSG MISSION Open Source Leadership 16 © 2014 Black Duck Software, Inc. All Rights Reserved.
  • 17. WHY? 17 © 2014 Black Duck Software, Inc. All Rights Reserved.
  • 18. HOW? External & Internal Visibility Strategy Components Thought Leadership Grow Open Source Competence 18 © 2014 Black Duck Software, Inc. All Rights Reserved. Upstream Contributions Educate/Mentor Product Teams
  • 19. RESULTS TO DATE (2014) • Contributions • 25 dedicated OSS developers (16 maintainers) • Linux Kernel, Multimedia, Graphics, Web, Virtualization • > 6300 upstream contributions • 2/3 bug fixes, remaining split between enhancements/new features • 98% contribution acceptance rate • 15% of contributions driven by business units • Thought Leadership/Visibility • > 60 conference presentations/papers • 13 media mentions (including WSJ, Linux.com, etc.) • 35 product developers graduated from OSS Leadership Program 19 © 2014 Black Duck Software, Inc. All Rights Reserved.
  • 20. Lessons Learned Along the Road…. 20 © 2014 Black Duck Software, Inc. All Rights Reserved.
  • 21. RULE #1 No two communities are exactly the same! 21 © 2014 Black Duck Software, Inc. All Rights Reserved.
  • 22. RULE #2 Communities don’t work for individual companies 22 © 2014 Black Duck Software, Inc. All Rights Reserved.
  • 23. UNDERSTAND COMMUNITY GOVERNANCE • Each community is different • Contributions need to ‘fit’ with other code/patches 23 © 2014 Black Duck Software, Inc. All Rights Reserved.
  • 24. UNDERSTAND COMMUNITY MOTIVATORS • Successful communities are powered by motivated people • Motivation can be: status, money, peer recognition 24 © 2014 Black Duck Software, Inc. All Rights Reserved.
  • 25. BE CAREFUL OF ‘CUSTOM’ LICENSES • Communities do not work well with ‘custom licenses’ • Gaining contributors/momentum requires low barriers to entry http://opensource.org/licenses/index.html 25 © 2014 Black Duck Software, Inc. All Rights Reserved.
  • 26. COMMUNITIES NEED NURTURING • Posting code to public sites is not collaboration • Community participation is a cycle – expect change 26 © 2014 Black Duck Software, Inc. All Rights Reserved.
  • 27. BE HUMBLE, BUT BOLD • Community leadership is earned, not granted • Accept community feedback and rework code • Bring technical expertise to the table • Contributions need to be ongoing to maintain leadership status Leadership != Control Account != Leadership Humble Bold 27 © 2014 Black Duck Software, Inc. All Rights Reserved.
  • 28. THANK YOU! 28 © 2014 Black Duck Software, Inc. All Rights Reserved.

Editor's Notes

  1. Ability to access source code, add features and fix code rose sharply from #8 to #4 in 2014 as a factor leading to increased enterprise adoption Ease of deployment rose from #6 to #3 80% of respondants say they chose OSS for competitive features or technical capabilities 67% of respondents say they chose OSS for TCO – its an attractive model for product development 72% say they chose open source for security
  2. #1 benefit is to help reduce costs #2 answer on “why to engage with communities?” was attract and retain top talent
  3. What is the product use case? What is your target market? How competitive is your market? What is your industry doing with open source? Open source license obligations are generally triggered by distribution, so it is important to consider whether the software will be distributed and how. Examples: Red Hat Everyone & Everything ?Wordpress Apps & Android Apps & Things that run on Linux
  4. We manage code from the point of origin to the point of consumption across the software value chain.
  5. Operational Efficiency (support, maintenance, supercommunities) Technology Influence Talent Identification Stewardship (brand equity, cultural)
  6. SRA Open Source Group can help navigate licenses and legal obligations - helping choose proper license based on our compliance experience.