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OpenStack Marketing Meeting:
Logo Programs & User Campaign
January 23, 2013
Mark Collier
COO, OpenStack Foundation
@sparkycollier

Lauren Sell
Director of Marketing, OpenStack Foundation
@laurensell
Upcoming Events
‣   OpenStack Summit, April 15-18, Portland
    ‣   Speaking submissions due February 15 – looking for users!
    ‣   Sponsorships nearly sold out
    ‣   http://www.openstack.org/summit

‣   Upcoming Events
    ‣   Scale11x, February 22-24
    ‣   PyCon, March 13-21
    ‣   World Hosting Days, March 19-21
OpenStack Update
‣   2013 Upcoming Editions (content deadline)
    ‣   March 8 (March 1)
    ‣   April 4: Special Edition - Grizzly Release + Summit Preview (March
        29)
    ‣   May 20 (May 13)
    ‣   July 22 (July 15)
    ‣   September 23 (Sept 16)
    ‣   October Summit Edition TBD date:(TBD)
    ‣   November 18 (Nov 11)

‣   newsletter@openstack.org
Commercial Logo Programs
Disclaimer
 This presentation is not a substitute for a detailed review
 of the full trademark policy and associated license
 agreements, which you can find here:




openstack.org/brand
Contact logo@openstack.org with questions
OpenStack Interest is high
OpenStack interest is global
The ecosystem is delivering tons of choices
With so much activity…

There is a risk of confusing the market


The trademark policy is designed to:
Help community promote OpenStack, with
‣

guidelines to police bad actors
‣Clearly identify OpenStack products
What is the Primary Logo?

‣   Available for community building
    and non-commercial use
When can you use primary logo?
‣   Organizing a user group meetup
‣   Publishing educational content or news articles
    about OpenStack that does not promote a product,
    even on a commercial website
‣   Presenting your involvement in the community, for
    example in a slide deck
What about marketing my OpenStack product?

‣   We’ve created co-marketing licensing programs to
    clearly identify your OpenStack products
    ‣   Specific product logos
    ‣   Ability to use the OpenStack wordmark in your product
        name (as outlined in the agreement)
Helpful tips
Do                                            Don’t


                                                                                      Swift
                                                                                      Nova
                                                                                     Quantum


• Market OpenStack appropriately on your     • Register a new domain or social media handle (e.g.
  own website and social media accounts        twitter) with “openstack” in it
• Use the official OpenStack names for the   • Use project code names in your product marketing
  components, such as “OpenStack Object      • Buy google keywords
  Storage” or “OpenStack Networking”
• Email logo@openstack.org with questions    • Ask a random stranger
• Review openstack.org/brand                 • Guess about the policy
• Obtain a license for the appropriate       • Grab the primary logo off of google
  commercial use logo & wordmark
Family of logos for product marketing
There are two major categories
           Incorporates OpenStack               Works with OpenStack
                   software                           Software




 • Includes/runs OpenStack software (Compute    • Compatible tools
   and/or Object Storage) from the latest two   • Services and training
   versions
 • Exposes OpenStack API
Examples
             Incorporates OpenStack                 Works with OpenStack
                     software                             Software




• Software distribution     • Converged appliance


                                                    • Management tools
                                                    • Hardware tested with
                                                      OpenStack
 • Public cloud (IaaS)      • Object Storage        • Professional services
                              specific products     • Training
Other requirements
              Incorporates OpenStack                          Works with OpenStack
                      software                                      Software




                                         “nutrition label”



• Programs available to Corporate Sponsors and Gold          • One year signed
  or Platinum Members of the Foundation                        agreement
• One year signed agreement                                  • Comply with guidelines
• Comply with guidelines for product naming                    for product naming
• Clearly state which components & versions are used
Summary: Commercial Use Programs
Program Name     OpenStack             OpenStack Cloud Powered by              Powered by       Built for
                 Distribution                          OpenStack               OpenStack        OpenStack
                                                                               Storage
Category         Software              IaaS Cloud          Appliances &        Object Storage   Cloud App/Tool,
Examples         Distribution based                        Converged           based products   Compatible HW,
                 on OpenStack                              Solutions                            Services
Logo




Wordmark in      ACME OpenStack        ACME OpenStack      ACME Appliance      ACME Cloud       ACME Software
product name                           Cloud               Powered by          powered by       for OpenStack
(example with                                              OpenStack           OpenStack
“ACME” as the                                                                  Storage          ACME Hardware
company brand)                                                                                  for OpenStack
Software         Include OpenStack Compute & Object Storage software &         Include          Designed to
Requirement                     expose OpenStack APIs                          OpenStack        interoprate with
                                                                               Object Storage   OpenStack (e.g.
                                                                               & expose APIs    through APIs)
Release          From latest 2                      From latest 2 releases (rolling)
Freshness        releases at time of
                 launch
Business          Program available to Foundation sponsors and Gold & Platinum Members          Licensing
                          (see openstack.org/join), licensing agreement required                agreement
How do I participate in the co-marketing
programs?
1.   Select appropriate program for your product
2.   Determine if membership/sponsorship required to
     participate in the program (openstack.org/join)
3.   Provide information about your product and sign license
     agreement with the Foundation (openstack.org/brand)
4.   Incorporate commercial logo and wordmark in your
     product marketing according to guidelines
5.   Coordinate with Foundation staff for marketing/PR
     to amplify your product launch
User Stories Campaign:
Participate in the Pilot Program!
Goals
‣   Identify and showcase a diverse set of OpenStack case
    studies
‣   Counter the perception that OpenStack is only for tech
    companies and test/dev
‣   Promote ecosystem companies whose customers are
    successfully deploying OpenStack
Pilot Program User Criteria
‣   Enterprise Private Cloud
‣   Ideally Billion+ Revenue
‣   Falls outside the tech industry
‣   Name brand / recognizable = big plus
‣   Using OpenStack for production workloads
‣   Willing to promote publicly
    ‣   Speak about it, write up a case study, etc
Tell us about your customer
‣   Business Drivers
    ‣   Reasons for choosing OpenStack

    ‣   Use case/applications running on OpenStack

    ‣   Results/metrics to date

‣   Technical Details
    ‣   Size of cloud

    ‣   OpenStack version and components used (Compute, Object Storage, etc)

    ‣   Hypervisors, integrations with legacy systems, etc.

    ‣   Overview of products/Services used from ecosystem
User Campaign Details
   Help drafting a case study
   Paid and earned social campaigns to drive traffic to case study
   Featured user story across all OpenStack channels for at least a month
       Newsletter
       Website homepage/banner
       Social media (Facebook/LinkedIn/Twitter)
   Webinar featuring the user as well as your company representative
   Media coverage, press and analyst opportunities
   Optional creative components such as
       Video interview
       Twitter chat or blog Q&A
       Infographic 
   Links and mentions back your company & offerings
   Potential speaking opportunities at the OpenStack Summit
   Qualify for best case study award to be presented at the April &
    October Summits
Thank You
Support the Foundation as a Member or Sponsor
                                       Platinum Member          Gold Member                 Corporate Sponsor   Startup Sponsor

Board Rep                              Appoint a Board          Elect representatives for               No*                 No*
                                       Member                   Gold class to Board
Press release announcing you                     ✔                          ✔
joined
Inclusion on signage at industry                 ✔                          ✔
events

Recognition on openstack.org           Featured Placement       Featured Placement                      ✔                   ✔


Badge for your site                    Platinum Badge           Gold Badge                  Sponsor Badge       Sponsor Badge




Opportunity to be included in                    ✔                          ✔                           ✔                   ✔
Newsletter
Access to restricted use OpenStack               ✔                          ✔                           ✔                   ✔
logo within guidelines
Annual Fee                             $500k + 2 FTE            $50K-$200k (0.025% of       $25k                $10k
                                                                company revenue)




                       *Individuals from any company can run & vote for Individual Member Board Seats

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OpenStack Logo Programs & User Campaign

  • 1.
  • 2. OpenStack Marketing Meeting: Logo Programs & User Campaign January 23, 2013 Mark Collier COO, OpenStack Foundation @sparkycollier Lauren Sell Director of Marketing, OpenStack Foundation @laurensell
  • 3. Upcoming Events ‣ OpenStack Summit, April 15-18, Portland ‣ Speaking submissions due February 15 – looking for users! ‣ Sponsorships nearly sold out ‣ http://www.openstack.org/summit ‣ Upcoming Events ‣ Scale11x, February 22-24 ‣ PyCon, March 13-21 ‣ World Hosting Days, March 19-21
  • 4. OpenStack Update ‣ 2013 Upcoming Editions (content deadline) ‣ March 8 (March 1) ‣ April 4: Special Edition - Grizzly Release + Summit Preview (March 29) ‣ May 20 (May 13) ‣ July 22 (July 15) ‣ September 23 (Sept 16) ‣ October Summit Edition TBD date:(TBD) ‣ November 18 (Nov 11) ‣ newsletter@openstack.org
  • 6. Disclaimer This presentation is not a substitute for a detailed review of the full trademark policy and associated license agreements, which you can find here: openstack.org/brand Contact logo@openstack.org with questions
  • 9. The ecosystem is delivering tons of choices
  • 10. With so much activity… There is a risk of confusing the market The trademark policy is designed to: Help community promote OpenStack, with ‣ guidelines to police bad actors ‣Clearly identify OpenStack products
  • 11. What is the Primary Logo? ‣ Available for community building and non-commercial use When can you use primary logo? ‣ Organizing a user group meetup ‣ Publishing educational content or news articles about OpenStack that does not promote a product, even on a commercial website ‣ Presenting your involvement in the community, for example in a slide deck
  • 12. What about marketing my OpenStack product? ‣ We’ve created co-marketing licensing programs to clearly identify your OpenStack products ‣ Specific product logos ‣ Ability to use the OpenStack wordmark in your product name (as outlined in the agreement)
  • 13. Helpful tips Do Don’t Swift Nova Quantum • Market OpenStack appropriately on your • Register a new domain or social media handle (e.g. own website and social media accounts twitter) with “openstack” in it • Use the official OpenStack names for the • Use project code names in your product marketing components, such as “OpenStack Object • Buy google keywords Storage” or “OpenStack Networking” • Email logo@openstack.org with questions • Ask a random stranger • Review openstack.org/brand • Guess about the policy • Obtain a license for the appropriate • Grab the primary logo off of google commercial use logo & wordmark
  • 14. Family of logos for product marketing
  • 15. There are two major categories Incorporates OpenStack Works with OpenStack software Software • Includes/runs OpenStack software (Compute • Compatible tools and/or Object Storage) from the latest two • Services and training versions • Exposes OpenStack API
  • 16. Examples Incorporates OpenStack Works with OpenStack software Software • Software distribution • Converged appliance • Management tools • Hardware tested with OpenStack • Public cloud (IaaS) • Object Storage • Professional services specific products • Training
  • 17. Other requirements Incorporates OpenStack Works with OpenStack software Software “nutrition label” • Programs available to Corporate Sponsors and Gold • One year signed or Platinum Members of the Foundation agreement • One year signed agreement • Comply with guidelines • Comply with guidelines for product naming for product naming • Clearly state which components & versions are used
  • 18. Summary: Commercial Use Programs Program Name OpenStack OpenStack Cloud Powered by Powered by Built for Distribution OpenStack OpenStack OpenStack Storage Category Software IaaS Cloud Appliances & Object Storage Cloud App/Tool, Examples Distribution based Converged based products Compatible HW, on OpenStack Solutions Services Logo Wordmark in ACME OpenStack ACME OpenStack ACME Appliance ACME Cloud ACME Software product name Cloud Powered by powered by for OpenStack (example with OpenStack OpenStack “ACME” as the Storage ACME Hardware company brand) for OpenStack Software Include OpenStack Compute & Object Storage software & Include Designed to Requirement expose OpenStack APIs OpenStack interoprate with Object Storage OpenStack (e.g. & expose APIs through APIs) Release From latest 2 From latest 2 releases (rolling) Freshness releases at time of launch Business Program available to Foundation sponsors and Gold & Platinum Members Licensing (see openstack.org/join), licensing agreement required agreement
  • 19. How do I participate in the co-marketing programs? 1. Select appropriate program for your product 2. Determine if membership/sponsorship required to participate in the program (openstack.org/join) 3. Provide information about your product and sign license agreement with the Foundation (openstack.org/brand) 4. Incorporate commercial logo and wordmark in your product marketing according to guidelines 5. Coordinate with Foundation staff for marketing/PR to amplify your product launch
  • 20. User Stories Campaign: Participate in the Pilot Program!
  • 21. Goals ‣ Identify and showcase a diverse set of OpenStack case studies ‣ Counter the perception that OpenStack is only for tech companies and test/dev ‣ Promote ecosystem companies whose customers are successfully deploying OpenStack
  • 22. Pilot Program User Criteria ‣ Enterprise Private Cloud ‣ Ideally Billion+ Revenue ‣ Falls outside the tech industry ‣ Name brand / recognizable = big plus ‣ Using OpenStack for production workloads ‣ Willing to promote publicly ‣ Speak about it, write up a case study, etc
  • 23. Tell us about your customer ‣ Business Drivers ‣ Reasons for choosing OpenStack ‣ Use case/applications running on OpenStack ‣ Results/metrics to date ‣ Technical Details ‣ Size of cloud ‣ OpenStack version and components used (Compute, Object Storage, etc) ‣ Hypervisors, integrations with legacy systems, etc. ‣ Overview of products/Services used from ecosystem
  • 24. User Campaign Details  Help drafting a case study  Paid and earned social campaigns to drive traffic to case study  Featured user story across all OpenStack channels for at least a month  Newsletter  Website homepage/banner  Social media (Facebook/LinkedIn/Twitter)  Webinar featuring the user as well as your company representative  Media coverage, press and analyst opportunities  Optional creative components such as  Video interview  Twitter chat or blog Q&A  Infographic   Links and mentions back your company & offerings  Potential speaking opportunities at the OpenStack Summit  Qualify for best case study award to be presented at the April & October Summits
  • 26. Support the Foundation as a Member or Sponsor Platinum Member Gold Member Corporate Sponsor Startup Sponsor Board Rep Appoint a Board Elect representatives for No* No* Member Gold class to Board Press release announcing you ✔ ✔ joined Inclusion on signage at industry ✔ ✔ events Recognition on openstack.org Featured Placement Featured Placement ✔ ✔ Badge for your site Platinum Badge Gold Badge Sponsor Badge Sponsor Badge Opportunity to be included in ✔ ✔ ✔ ✔ Newsletter Access to restricted use OpenStack ✔ ✔ ✔ ✔ logo within guidelines Annual Fee $500k + 2 FTE $50K-$200k (0.025% of $25k $10k company revenue) *Individuals from any company can run & vote for Individual Member Board Seats