Recap: Open Source India 2012

This is a guest post by my esteemed team mate Vikram Vaswani:

A few days ago, I presented a session entitled “Community Matters: Why Open Source Marketing Can Help Improve Your Product” at Open Source India 2012 in Bangalore. In this guest post, I’d like to recap my experiences at the conference and provide some insight into the state of Open Source in India.

  • The conference ran for three days, each addressing different aspects of Open Source technologies and practices. Day 1 was all about mobile app development and cloud deployment, Day 2 was about Web development, kernel development and IT infrastructure management and Day 3, simply entitled “FOSS for Everyone”, was about FOSS technologies, practices and community adoption in India. Needless to say, my session was on Day 3.
  • According to the event organizers, there were more than 1500 registrants in all, and more than 50 speakers. The audience consisted mostly of developers, but there was also a fair sprinkling of IT and project managers. My session took place on Oct 14 in a 1300-seater auditorium. It began 20 minutes later than scheduled mostly because of spillover from a very interesting panel discussion on the role of Indian LUGs in promoting FOSS. Given that it was a Sunday morning, only about 35 seats were full. However, the audience was engaged, interested and receptive to the material in my presentation (slides).
  • My presentation was divided into three main segments: understanding the nature of open source communities; understanding the role of marketing and community development in creating network effects within these communities; and practical tips and techniques for open source vendors to apply in their community marketing programs. There was a lot of information I wanted to communicate and fortunately, I was able to get it all in within the allotted 45-minute window.
  • Given that the next item on the agenda was lunch, I wasn’t surprised that the majority of attendees didn’t wait for questions. However, a few of them did walk over to introduce themselves. We discussed some of the differences between community and corporate marketing and how they were perceived in India, and many of the attendees asked for copies of the slides, either for their own review or to discuss with colleagues.

One of my key takeaways from the various conversations I had after the session was that community development in India is yet to be perceived as a valuable service. Most vendors still prefer to adopt traditional “top down” marketing, rather than the “bottom-up” adoption that’s more common in open source communities. Nevertheless, most of the people I spoke to agreed that community development was gradually becoming more important in India, especially with the growth of home-grown open source vendors, and companies that had the courage and resources to invest in community development and marketing would likely have an advantage.

In summary, the event was well attended, with an informed and tech-savvy audience, and the quality of speakers was extremely high. Photos of the event can be found in its official Twitter feed, and I look forward to attending and speaking at it again next year!

Age of Peers at Open Source India 2012

Open Source India is a well-known annual open source conference in India. This year, it will be held in Bangalore between October 12-14 at the NIMHANS Convention Centre, and my Age of Peers colleague Vikram Vaswani will be presenting a session on October 14 entitled “Community Matters: Why Open Source Marketing Can Help Improve Your Product” which was presented by webmaster who runs The Real SizeGenetics.

In this session, Vikram will be offering a primer on the nature of open source communities, together with information on how open source marketing can help create positive feedback loops and increase community adoption of your product. It promises to be a fun session, so if you’re in Bangalore this weekend, why not drop by and check it out?

My Article on opensource.com: Why Marketing Is For Geeks

Red Hat’s opensource.com has published my article “Marketing open source is made for geeks”, which has a case study and some ideas for how you can take your open source product “across the chasm“. Every open source business ecosystem offers multiple revenue opportunities to exploit. However, to do this successfully, you must have a good understanding of business dynamics within the ecosystems. Armed with this knowledge, you can use open source marketing techniques to raise your credibility and generate sales for your product. Read more

How to Hire Your (Quirky) First Community Manager

This blog post lists some important things you should think about when making your first community manager hire, why credibility is the most important trait of character and why being quirky might be a virtue.

Full Time Job

If you’re an Open Source vendor that is serious about using your community to drive product adoption, then you need to invest as much time and effort in community development as you would in any other business activity, such as marketing or PR. And one of the first things you should do, is hire a full-time community manager, who will engage with the community on your behalf with a view to fostering community growth. Yes, full-time, because only then your community development efforts will start to pay out.

Role and Responsibilities

A community manager serves as the vendor’s representative to the community (the “human face” of the product), and has the big-picture goal of creating strong, mutually beneficial relationships between the vendor, the community and related third-party communities. It’s an important and demanding role, and one which requires both tactical and diplomatic skills. The success of the company’s community development effort depends heavily on how well its community manager wields these skills, and how he or she is perceived by the community.

There are many roles of a community manager, the most important responsiblities are as follows:

Disseminating information: The community manager is responsible for writing blog posts, articles, and tutorials; answering questions in discussion forums and mailing lists; and providing news and updates through social media properties like Twitter, Facebook, and so on. In general, it is the community manager’s responsibility to ensure that there is an abundance of information available to the community on all relevant topics of interest. Of course, this responsibility includes that a community manager coaches and supports staff and active community members in doing the same.

Moderating community-vendor communication: The community manager is an intermediary between the company and the community. This means that he or she is responsible for bringing important community issues to the attention of company management and mediating between the company and the community to find a mutually acceptable solution.

Planning and attending community events: The community manager is responsible for planning community events, such as developer or user group meetings, workshops, BoF/unconference sessions and so on. The community manager is also responsible for attending high profile Open Source events to liaise with peers from other Open Source communities to either raise product adoption or to learn more about community development tactics of other vendors and projects.

Analyzing performance: The community manager is responsible for collecting statistics and success stories to allow top management to understand the effects of community development. The community manager is also responsible for collating community feedback (for example, product feature requests) into actionable items for the company.

Qualifications

First and foremost, a Community Manager needs to be a good (ideally great) communicator. He or she should be fluent in English as well as the native language of the region where the company is based or where its largest market is. This is because the community manager will be constantly interacting with end-users, developers, partners and other community participants and so, it is critical that he or she is able to identify the problem or need of the person being communicated with and respond appropriately. Language fluency is also important for creating content such as blog posts, newsletters, and articles.

A community manager also needs to be capable of dealing with different interest groups in a consistent and ethical manner. As a community grows, participants and needs will coalesce into groups, and managing the relationships and tensions between these groups is an important part of a community manager’s job. It’s important that a community manager demonstrate the enthusiasm and commitment to deal with important issues in a positive and respectful manner.

A community manager will be required to be present at (or even host) community development events, such as developer meetups, workshops, conferences and so on. Since this typically means interacting with strangers, a community manager should be comfortable in social situations involving large groups. The best community managers are approachable, outgoing and highly social, and are expert at making community participants feel included in, and valuable to, the community.

The community manager should also have some technical knowledge, both to understand and communicate the technical aspects of the product, and to ensure the availability of sufficient infrastructure for the community to collaborate on driving the product forward. This doesn’t necessarily mean that the manager needs to have previous experience as a software developer; it simply means that he or she should be comfortable with the typical tools of Web collaboration (wikis, mailing lists, forums…), and has a working understanding of the product’s technical platform and key features.

Finally, when it comes to community management, there’s no substitute for battle experience. An Open Source community is a sensitive animal and so, it’s always good to hire a community manager who can demonstrate relevant experience hosting and growing other Open Source communities. This ensures that he or she knows the tricks of the trade and has the ability to quietly (and diplomatically) head off confrontations and conflicts before they become serious problems or cause reputational damage to the firm.

Conclusion

The role of a community manager is an important one, and no single person can claim to know it all. Therefore, when making your first community manager hire, it’s important to select a candidate who meets most of the qualifications above, but is also willing to learn, evolve and grow into the role.

It’s also important to remember that no community manager will win the hearts and minds of the community on his or her first day at work. However, if he or she takes care to play a facilitative, ethical and neutral role, chances are that your community will quickly embrace its new manager.

What counts most is credibility. A good indicator for a good candidate is (no kidding) if top management finds him or her quirky. That’s because the candidate has a strong personality and tends to call things as they are. It can be quite hard to find a community manager who becomes highly credible and who also understands how to generate leads.

The combination of social skills and strategic thinking is rare in this field. Yet, once the community development strategy is well defined (e.g. by coordinating community development with marketing or through an external agency), nothing tops a community manager who nurtures community growth due to a genuine interest in helping each member, which will ultimately lead to increased profits.

Why Open Source Community Managers Should Watch Star Wars

The Community Leadership Summit (CLS) will start in a few days. This post was inspired by meeting notes of last year’s event.

Community development is a tricky thing to get right. In a typical vendor or consortium-driven Open Source community, the community manager has to deal with multiple stakeholders, each with their own agenda, goals and “hot buttons”. It falls to the community manager to understand these (often overlapping or conflicting) agendas and massage the relationships within the ecosystem – both between the various stakeholder groups and between the stakeholders and the parent vendor/consortium – to ensure forward progress. Needless to say, this can be quite challenging, even at the best of times.

The Death Stars

The task is further complicated when a community manager belongs to a so-called “Death Star” company (as discussed during CLS 2011). If you remember your Star Wars, the Death Star was a gigantic space station created by Darth Vader, capable of destroying entire planets with a single blast of its laser cannon. In a similar vein, there are some software companies that are perceived as Death Stars – in effect, they’re so big and powerful that they’re capable of destroying entire Open Source communities with small shifts in their business plans or software strategies. Companies like Microsoft and Oracle are the ones that are most often clubbed in this category and perceived as “evil”.

From the CLS meeting notes, it can be seen that community managers face various challenges when working with the communities of so-called Death Star companies. Some of these challenges are internal, perhaps due to company management or policies, while still others are external, arising from negative user preconceptions of the company as “evil” or “bad”. In both cases, community management becomes harder and can create frustration for both community members and managers.

Good, Bad or Ugly? It Depends on Where You’re Standing

Personally, when I hear companies being labeled “good” or “bad”, my internal alarm bells start ringing. Rather than adopting a moral perspective, which can raise emotions and tempers and hinder overall progress, both community managers and members should instead adopt a pragmatic perspective.

  • To begin with, it’s important to realize that companies want to make money and are themselves answerable to shareholders (most of whom have invested in the company because they anticipate a financial return on their investment). So, how a company relates to its community is colored by this fact, as also by its business model and its market environment.
  • At the same time, behaving ethically is becoming increasingly important for companies, to ensure a positive public image. Google is perhaps the most famous example with its “don’t be evil” motto, but thousands of other companies have also realized that unethical business practices, such as using cheap child labor in Asia, hurt more than they help. In other words, the “invisible hand” or market forces often themselves serve as checks and balances to prevent companies from behaving irresponsibly or unethically.

Keeping these perspectives in mind will help Death Star companies and their community leaders better define their relationship towards each other, as well as towards the community they steward.

  • Death Star companies should realize that Open Source communities are freedom-loving and opinionated, and adopting ethical business practices goes a long way towards creating a positive public perception.
  • At the same time, community managers should realize that companies aren’t de facto “evil” or “good”: business decisions often occur in reaction to rapidly-evolving marketplace events and so shouldn’t be necessarily imbued with moral implications.

The Moral of the Story

Remember that at the end of Star Wars, Darth Vader (the bad guy) turned out to not only be the father of Luke Skywalker (the good guy) but also learned goodness from him. All it took was a little understanding and time. In a similar vein, today’s so-called Death Stars might, if they’re given some patience and kindness, turn out to be the very champions of the communities they’re often accused of destroying. Something to think about, perhaps.

Then, there is an important figurehead, who believes that F/OSS is fueled by selfishness. Are we all little Darth Vaders?

Plus, it seems that IT companies in general are more aware of ethical issues than others. Doesn’t look all that bad, if you ask me.

Modelio Goes Open Source with Marketing and Community Development Support from Age of Peers

I’m very happy to announce a new client of my agency Age of Peers:

Paris-based Modeliosoft has open-sourced Modelio, a professional modeling environment for developers, systems engineers and business architects. We supported Modeliosoft with marketing and community strategy services as well as implementing marketing and media relations activities for the launch of the open source product.

Modelio offers an array of features that is quite unique when compared with other open source as well as proprietary modeling tools. The Modeliosoft team is great and I always enjoyed our meetings in Paris – and Paris 🙂

Benefits of the Community for Partners of Open Source Vendors

The Open Source Business Resource (OSBR) published an article of your true and only. OSBR is a free monthly publication of the Talent First Network. Each issue contains thoughtful insights on issues relating to the development and commercialization of open source assets and the growth of early-stage technology companies.

Here’s the abstract of the article:

Open source vendors can benefit from business ecosystems that form around their products. Partners of such vendors can utilize this ecosystem for their own business benefit by understanding the structure of the ecosystem, the key actors and their relationships, and the main levers of profitability. This article provides information on all of these aspects and identifies common business scenarios for partners of open source vendors. Armed with this information, partners can select a strategy that allows them to participate in the ecosystem while also maximizing their gains and driving adoption of their product or solution in the marketplace.

Read more in the August issue of Open Source Business Resource (OSBR).

Should an Open Source Community Manager Report to Engineering or Marketing?

Back at OSBC in 2009, Stephen Walli and Dave Neary discussed the role of community managers and I was sitting at the same table. Back then, I was not really sure which stance to take, whether it was better for a community manager to report to marketing or engineering. After all, there are pros and cons, and it’s important for any company that’s serious about its Open Source business to consider the question carefully.

Now, two years later and with quite some more experience based on the consulting for my customers, I have an answer.

Marketing

When a community manager reports to marketing, there is a danger that the manager will fall into the traditional marketing mindset and will see his or her primary goal as the acquisition of leads for direct sales staff (Stephen discusses this in more detail). As a result, the community manager may attempt to “hard sell” the Open Source product to community participants, rather than working to indirectly drive product adoption through community engagement. Needless to say, any Open Source company that is perceived as using its community purely as a marketing vehicle will face a negative backlash, and an overall failure in its community development efforts.

It’s not all bad news, though. There are some positive aspects to having a community manager report to marketing. For example, it gives the community manager an opportunity to serve as an intermediary between the company and its community, ensuring that the community’s views are reflected in the company’s marketing strategy, and the company’s goals don’t conflict with or belittle those of the community. Having a community manager with his feet in the marketing stream helps the manager understand the company’s positioning vis-à-vis the marketplace and communicate this positioning to the community; it also helps the company fully understand the needs and goals of its community and take steps to realize these goals.

Engineering

Now, let’s look at the other side of the coin: a community manager who’s attached to a company’s engineering department. The downside of this arrangement is the ever-present danger that the job of community management will become seen within the company as a purely technical task, involving the installation of version control systems, wikis and mailing lists, and will not be perceived as a marketing and communications task.

In the first instance, this perception limits the pool of available candidates for the job; for example, a company might reject an applicant who has good communication skills but lacks a technical or engineering background on the grounds that he/she is “not technical enough”. But more importantly, when the job of community management is reduced to a set of technical tools, it squanders the rich opportunity the company has to enter into a conversation with its community on equal and respectful terms.

That’s the downside…but there’s also an upside to having a community manager report to engineering. Consider that at the end of the day, the community’s raison d’être is the software being developed by the company, and the features and value addition this software brings to the members of the community. This software is being produced by the engineering team and so, in one sense, the community and the company are most closely tied to each other through this team. It makes sense, then, that a community manager should report to engineering, as he or she can directly transfer feedback and feature requests between the software development team (the creators) and the community (the end-users).

In Search for the Best Department

So which should it be: engineering or marketing? And is there even a one-size-fits-all solution?

One approach would be to make community development an independent department, because it needs to counterweight as well as connect with various other business areas. For example, a strong community development department will ensure that marketing doesn’t abuse the community purely for monetization, and it will ensure that the community’s voice is heard without dilution by the engineering team. At the same time, treating community development as equal to marketing and engineering, rather than subordinate to them, goes a long way towards establishing the company’s credibility among developers, end-users and partners.

There are two problems with the above:

  • Separating community development from marketing might have the effect of further cementing the distinction between the two, whereas in reality, community development and marketing have a lot in common.
  • Community development is still a relatively young discipline, and many firms (even Open Source firms) are likely to find it too radical to create a new department solely to manage their community, also because it might still be hard to find senior community managers.

In these situations, it makes sense to have a community manager report to marketing rather than engineering. This is because community development is an open and organic process involving multiple conversations between the firm and its community. The community manager’s job is to serve as an intermediary between the company and its community, and to foster product adoption through community development. In essence, community development is more of a communication effort than a technical effort, and so it falls closer to marketing than engineering.

This is not to say that a community manager needs to be completely indifferent to the product; he or she needs to be knowledgeable enough about the product to answer questions and moderate community discussions. However, it isn’t necessary that he or she belong to the engineering or product development team to perform this function well.

To illustrate this point, think of any non-IT company: for example, a fashion label that has an active community of enthusiasts and loyalists. A community manager for this label would certainly need to know about the latest designs and in-season fashions, in order to communicate with the community; however, he or she wouldn’t need to be involved in selecting the fabric and the cut, or in actually stitching the garment together. The most logical association for a community manager in such a firm would be with the marketing department, rather than the product development team.

Another good (though temporary) solution is to create a joint community development/marketing task force that consists of both community manager(s) and marketing team members. This joint task force works like training wheels for executives used to traditional marketing techniques and helps them “get it” faster. This allows community managers to sensitize the rest of the marketing team about how to handle the community; in particular, to understand that the key metric of community development is not monetization, but product adoption.

Community Marketing

It should be clear that choosing where your community manager hangs his or her hat is a question that requires thought, not least because it can influence the entire role of marketing within your firm.

The best approach is to establish a Community Marketing team, lead by a community manager, within your marketing department. Yet, this will only work if marketing regards itself as a moderator of market conversations. Rather than serving as a “gatekeeper” of information, marketing should become a “facilitator” of information, especially in Open Source and due to the still growing importance of social networks and media. In a similar vein, the marketing process itself changes: rather than being all about lead generation, it becomes a more comprehensive process unobtrusively combining product adoption driven by social conversations and collaboration with lead capturing, field marketing, etc.

Cross-pollination and knowledge transfer between community development and marketing will reshape how marketing perceives itself and vice versa, because the development team will learn how to communicate better.

This shift in marketing is not an easy one for any firm to make, but it’s a necessary evolution for any firm that’s serious about building a community and fostering a bottom-up adoption program for its product.

Maximizing Monetization with a Modules Marketplace

For Open Source projects whose software architecture allows it, inviting developers to extend the core product through add-on modules and plug-ins is a great way to raise interest and awareness and thus kickstart or foster an adoption/contribution cycle. In such a setting, Open Source vendors and their business partners should consider building and maintaining an online marketplace or exchange for add-ons, which will serve as a highly effective distribution and sales channel.

Distribution and Sales Channel

Such a modules marketplace allows business partners and community developers to showcase their work, maximize its visibility and earn money by selling custom modules to end-users.

Typically, you’d find all or some of the following offerings in a modules marketplace:

  • Open Source core product (e.g. Community Edition)
  • Commercial core product (e.g. Enterprise Edition)
  • Open Source modules
  • Free proprietary modules
  • Commercial proprietary modules

Benefits

Distributing a product and its extensions through an online marketplace offers significant benefits:

  • Ease of access: By definition, the online marketplace is available 24/7/365, allowing a global audience of users and developers to access it at times that are most convenient to them. This has the potential to increase direct sales volume.
  • Brand building: The marketplace helps strengthen the vendor’s brand, by collecting all (or at least the most important) extensions in a single place, rather than having them scattered over multiple third-party sites.
  • Reduced dependence on third-party distributors: The vendor exerts final control over the marketplace and its actors. This allows it to verify and certify modules and developers, and also reduces its dependence on partners and third-party distribution channels.
  • Better customer information and analytics: By routing all interactions with end-users through the marketplace, the vendor is able to build a better database of its end-users and thereby extract useful analytical information from it (eg. most popular modules, most high-value users, etc.)

An online marketplace is not only good for developers; it’s also good for end-users:

  • Central directory of add-ons: Users now have a central, vendor-endorsed directory of modules and extensions that they can use to enhance the product’s core functionality. Instead of having to search multiple sources, they can look in a single location (which saves them time and effort) and they might also be able to read comments and reviews from other users  (which guides them to an appropriate solution).
  • Access to specialists: The online marketplace is also a good place to connect with developers who have specialist experience in that product – which is handy when there is a need for special customization or system integration.
  • Ease of use: If the marketplace is tightly integrated with the core product, end users can directly try, buy and upgrade extensions through a simple one- or two-click process within the application itself, without needing to fire up a separate Web browser window (Irakli Nadareishvili recently wrote an interesting blog post on the benefits of this approach in a Drupal context).
  • Lower software cost: The online marketplace allows the vendor to deliver its product over the Internet in a secure manner, thus saving on shipping, printing and CD/DVD mastering costs. These benefits are passed on the end-user in the form of a lower price. The marketplace also serves as a central “memory”, allowing users to re-download the product at a later date if required

Case in Point: The Android Market

As an example, consider Google’s Android Market, which is exactly the kind of exchange platform I’m talking about above. Google provides and maintains the Android Market infrastructure, allowing developers to freely list their custom apps for users to download or buy. Any Android-based handset can access the Android Market free of charge (it comes pre-installed on most Android phones). In effect, Google has created a giant exchange platform for developers and users to connect and transact with each other, increasing revenue potential (which makes developers happy) and spurring innovation (which makes users happy).

That isn’t all, though. The Android Market, which offers an app for almost anything you can think of, is a key driver for Google’s “product”: the Android operating system. The more apps there are, the more interesting Android becomes for end-users, and the more end-users there are, the more likely developers are to build apps for Android. It’s a virtuous cycle with tremendous potential to drive adoption, and it has benefits for all actors in the ecosystem.

Additional Source of Revenue

Creating a marketplace for business partners and community developers to distribute and sell their custom modules and extensions is an important step in driving community adoption and to monetize on top of it for every member of an Open Source ecosystem. It offers time and efficiency benefits for end-users and revenue potential for commercial entities.

But perhaps the biggest beneficiary is the vendor at the center, who now has a self-sustaining distribution and sales channel charged by the community around its product, plus some additional revenue such as:

  • Commission: The marketplace also becomes a new indirect revenue stream for vendors once they ask for a commission for each module sold.
  • Certification: Raise visibility of certified extensions in the modules marketplace to provide an incentive to buy training and certification services from the vendor.