Emerging technologies provide technical solutions that offer an effective way to grow ecosystems and vertical markets and benefit industry and end-users alike. Standardization can help solidify the adoption of emerging technologies. Collaborative communities can provide an effective way of attaining many different industry goals, including growing market share, expanding ecosystems and educating the marketplace. Strong Alliance Management organizations provide the expertise to allow technology-focused communities focus on their technical missions.

1. IEEE Industry Standards and Technology
Organization (ISTO) Overview

2. ▪ ISTO and Emerging Technologies
▪ Mission and Core Principals
▪ History
▪ Membership
▪ Support Offering and Benefits
▪ The ISTO Solution
ISTO Overview

3. Emerging technologies provide technical solutions that offer an effective
way to grow ecosystems and vertical markets and benefit industry and
end-users alike.
Standardization can help solidify the adoption of emerging
technologies.
Collaborative communities can provide an effective way of attaining
many different industry goals, including growing market share,
expanding ecosystems and educating the marketplace.
Strong Alliance Management organizations provide the expertise to
allow technology-focused communities focus on their technical
missions.
Emerging Technologies

4. ISTO alliance management helps emerging technology
collectives (consortia, SIGs, and trade groups) form and
grow:
▪ Can quickly get groups up and running
▪ Helps to eliminate risks and associated liabilities
▪ Efficient and cost effective by leveraging a pool of resources
▪ Proven experience in managing the day-to-day operations
▪ Allows groups participants to focus their time, money and energy on
the technical, standardization and strategic efforts
ISTO Support for Emerging Technologies

5. The IEEE Industry and Standards Technology Organization
(ISTO) is:
▪ A vision of the IEEE Standards Association, ISTO is a completely separate
legal entity from IEEE, but enjoys a synergistic affiliation.
▪ A 501(c)(6) not-for-profit membership organization under the United States
Internal Revenue Service Tax Code.
Introduction to ISTO

6. ISTO mentors communities developing, certifying,
and promoting their technology standards, best
practices, guidelines, open source, and
implementation activities.
Mission

7. ISTO, founded by IEEE, is a not-for-profit organization committed
to facilitating its members’ missions based on the following Core
Principles:
- Members of ISTO are independent consortia, alliances,
projects, and interest groups that are empowered to approve their own
activities, technology, procedures, and brand identity;
- We value openness and transparency. Quality collaboration requires
broad, equitable participation;
- We value our staff and members. Diversity and respect for different
points of view create stronger, more sustainable communities; and
- Delivering best in class support requires engaged staff that are
professional, accountable, and trustworthy strategic partners.
Core Principals

8. Early 1990s gave birth to many industry consortia desiring
to develop industry standards/specifications faster than
traditional SDO could provide.
▪ Consensus builds integrity at the price of time and
market/product development creating windows of opportunity
▪ Consortia were faster to produce standards and authoritative
work products
▪ Consortia focused equal if not more efforts on promoting the
market acceptance of standards and/or specifications than
SDOs
When it all Began… in the Early 1990s IEEE conceived ISTO
as an alternate route
to standardization and
to facilitate market
adoption. The IEEE
Board of Directors
approved the
formation of ISTO on
15 November 1998.

9. A Federation of Member Alliances
▪ 501(c)(6) not-for-profit organization for industry programs
incepted in 1999
▪ Seasoned staff supporting 55+ consortia/alliance program
members
▪ Fast track to industry collaboration: standards, specifications,
certifications, market adoptions
✔ separate independent entity from IEEE
✔ creates governing documents and operating infrastructures
✔ alliances operate autonomously while sharing in the Not for Profit
legal status of ISTO
ISTO Today

10. IEEE Routes to Industry Standards
IEEE SA IEEE-ISTO
Pace of Standardization Well defined formal SDO procedures specified in
IEEE SA procedures, time to develop standards
typically takes 1-2 years, industry consensus-
based process
Standards procedures defined by each
Alliance and typically can be developed more
rapidly than formal SDOs
Ownership of Standards
Intellectual Property
Owned by IEEE SA Owned by each member Alliance
Distribution of standards Typically sold through IEEE SA Distribution based on member Alliance
decisions (often for free)
Overall processes and
procedures
Defined by SA process and procedures Defined by governance documents of each
Alliance
Revenue Revenue from Standards sales flows to IEEE SA Standards typically distributed by Alliance
Members (separate from ISTO)
ISTO and IEEE SA are complementary and serve different market needs.

11. ▪ Alliance/Consortium independence and Operating Autonomy
▪ Membership provides:
✔ 501(c)(6) not-for-profit status in days (not months or years)
✔ Insurance for program, members and officers
✔ Bank accounts, tax filings and audit
✔ Organizational headquarters
✔ Fast effective safe-harbor to collaborate
▪ Access to valuable IEEE resources outside of IEEE
membership/participation
✔ Conferences
✔ Creative services
✔ Publishing
✔ Printing services
Benefits of ISTO Membership

12. ISTO’s legal framework is a key differentiator from other
alliance management organizations because:
▪ Any collective group that is an IEEE-ISTO member can
immediately operate as a 501(c)(6) entity under the IEEE-
ISTO legal umbrella, thereby:
✔ Saving groups 1-3 years in gaining their not-for-profit status
✔ Eliminating legal fees and uncertainty needed to establish IRS
501(c)(6) status
✔ Providing tax exempt status immediately upon contract signing
▪ Autonomous operations and control of your intellectual
property
ISTO Differentiation #1 – Legal Structure

13. • While two distinct legal organizations, the ISTO shares a strong
affiliation with IEEE, a world leading membership organization
and publisher of a third of the world’s information on electro-
technology
• ISTO Programs can avail themselves of opportunities with IEEE
for speaking engagements at conferences, authorship in various
publications and participation in standards and other work group
projects.
ISTO Differentiation #2 – IEEE Affiliation

14. ▪ ISTO was one of the first alliance management firms established
▪ 96% member satisfaction rating
▪ 20 years in supporting over 50 industry groups
▪ Experience and expertise of ISTO staff in supporting global industry alliances
▪ Global technology solutions can accommodate the operational requirements of collaborating
groups
▪ Offers all levels of professional support--from membership management and contract
administration--to large-scale event and summit planning
▪ Strategic executive leadership can help draft your technical roadmaps and guide long-term
strategies
ISTO Differentiation #3 – Our Heritage

15. The ISTO Open Source product offering is built around IEEE SA OPEN's self-hosted GitLab
integrated with Mattermost, along with BigBlueButton which allows for a trusted toolchain
that will adapt and grow to meet the needs of any open source operation, and provides:
ISTO DIFFERENTIATION #4 ISTO OPEN PLATFORM
• Branded project/alliance platform (branded stand alone infrastructure)
• Sustainability
• Flexibility to easily add new features and capabilities
• Cost-effective integrations with a variety of applications
• Secure, protected data
• Container Hosting - billing goes straight to your alliance (multi-cloud functionality)
• Compliance capabilities e.g., HITRUST, SOC2
• Access to IEEE SA Open Source expertise and support through community advisory groups
such as the Marketing Advisory Group, Technical Advisory Group, and the Community
Advisory Group
• Data portability i.e., the ability to move your data and users at any time with NO disruption

16. Launch/Formation Activities
Program Management and
ED Leadership
Legal & Registrations
Open Source Platform
The ISTO Solution – Support You Need
Membership Management
Financial Management
Collaboration/IT Tools
Marketing Communications
IP Management and
Conformity Assessment
Infrastructure and Home Office

17. Typical Alliance Ascent
Formation &
Pre-Launch
Activities
Organization
& Community
Development
Technical
Development
Promotion
& Evangelism
of Deliverables
Conformity
Assessment &
Interoperability
Testing

18. Strategic Planning | Executive Guidance | Legal Assistance
Alliance Formation Services include:
▪ Incorporation, Legal Umbrella, Liability Insurance
▪ HQ Office and Identity
▪ Governing Documents Drafting (Bylaws, IP Policy, Finance Polices)
▪ Board/Steering Committee Setup
▪ Accounting Infrastructure (Base Accounting, Auditing, and IRS Tax
Filing Requirements Fulfilled)
▪ Website (external/internal) Development
▪ Logo Development
▪ Working Group/Committee/Subcommittee Setup
▪ Establishing Initial Meetings and WebEx Accounts for Each
▪ Public Launch Activities, etc.
ISTO Offerings - Alliance Formation

19. Program Management Offerings
▪ Executive Leadership
▪ Tech Evangelism
▪ Board Secretariat
▪ Membership Management
and Administration
▪ Association/Committee Support
▪ Patent and Intellectual Property
Licensing Administration
▪ Technical Program Management
▪ Member Meeting and Event Planning
▪ Project Management
▪ Contract Management

20. Financial Management Offerings
▪ Accounts Payable/Receivables
▪ Accounting Infrastructure and Software
▪ Annual Audit and Tax Filings
▪ Annual Financial Audits
▪ Credit Card Transaction Management
▪ Financial Reporting
▪ Leverage ISTO Controller’s Office

21. IT Tools and Solutions
▪ Secure online Collaboration:
✔ Shared Calendars
✔ Collaboration
✔ eVoting
✔ Archiving
▪ Custom Email List Serves
▪ File Repositories
▪ Wiki Work Areas
▪ Public Website Hosting
▪ Domain Management
▪ SSL Certificate Management
▪ Online Meeting Platform

22. Marketing Communications
Branding
▪ Logo Development
▪ Website Design
▪ Wordmark Registrations
Public Launch
▪ Press Release Development
▪ Distribution Over the Wires
Member Communications
▪ Newsletters
▪ Email Campaigns
▪ Internal Announcements
Marketing Communications
▪ Marketing Collateral
▪ Data Sheets
▪ Application Profiles
▪ Use Cases
▪ Signage and Merchandising
▪ Promotional Web Pages
▪ Registration Sites

23. Conformity Assessment &
Interoperability Support
▪ Interoperability, C&I, Compliance Testing and Certification
▪ Test Design, Administration, and Results Publishing
▪ Logo and Trademark Licensing Agreement (TMLA) Administration
▪ Neutral Third Party with ISTO support
▪ Conformity Marketing Plan Development and Implementation

24. Sampling of ISTO Federation Members

25. 9 February 2021
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