IMPLEMENTING AN INCENTIVISED PARTNERS PROGRAM IN MAUTIC
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00:00
Kette <Mathematik>Open SourceDiagrammTechnische Zeichnung
00:38
Open SourceÜberlagerung <Mathematik>BitDatenmodellOperations ResearchUniformer RaumTermProjektive EbeneProgrammierungGruppenoperationMAPSoftwareentwicklerRoutingOrdnung <Mathematik>WechselsprungGemeinsamer SpeicherKreisflächeDienst <Informatik>Open SourceMultiplikationsoperatorSelbst organisierendes SystemUmsetzung <Informatik>HilfesystemRichtungPunktEndliche ModelltheorieBitSoftwareWeb SiteSystemplattformKontextbezogenes SystemResultanteInformationVerschlingungTwitter <Softwareplattform>RechenschieberWeb-SeiteDifferenteEDV-BeratungAbschattungARM <Computerarchitektur>CASE <Informatik>Kette <Mathematik>PlastikkarteIdentitätsverwaltungVollständiger VerbandErhaltungssatzProgrammierumgebungStochastische MatrixFamilie <Mathematik>AggregatzustandRauschenWort <Informatik>QuantenzustandSystemaufrufForcingBestimmtheitsmaßInnerer AutomorphismusMereologieEinfügungsdämpfung
07:22
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14:05
Explosion <Stochastik>Lokales MinimumSystemtechnikSchlüsselverwaltungOpen SourceOffene MengeIndexberechnungSpieltheorieSinusfunktionProjektive EbeneCASE <Informatik>Mailing-ListeÄhnlichkeitsgeometrieFrequenzMathematikMultiplikationsoperatorRechenbuchZahlenbereichFigurierte ZahlElektronisches ForumProfil <Aerodynamik>Selbst organisierendes SystemInformationTermMAPRechter WinkelBitTeilbarkeitDigitales ZertifikatComputerspielSchwellwertverfahrenMomentenproblemOpen SourceWellenpaketEreignishorizontBasis <Mathematik>UmwandlungsenthalpieSystemverwaltungPunktFlächeninhaltAutomatische IndexierungWeb-SeiteOffene MengeDienst <Informatik>NeuroinformatikErhaltungssatzBetriebsmittelverwaltungVerkehrsinformationHilfesystemPerfekte GruppeTouchscreenInnerer AutomorphismusWeb SiteMathematische LogikEinfügungsdämpfungRelativitätstheorieOffice-PaketProzess <Informatik>
21:28
Lokales MinimumIndexberechnungTermGebäude <Mathematik>ZustandsdichteSelbst organisierendes SystemBasis <Mathematik>MaschinencodeGoogolDigitale PhotographieExogene VariableKundendatenbankVerzeichnisdienstWeb-SeiteHomepageFlächeninhaltInhalt <Mathematik>CASE <Informatik>Dienst <Informatik>DigitalsignalMailing-ListeGraphE-MailRippen <Informatik>Desintegration <Mathematik>Twitter <Softwareplattform>ImplementierungProzess <Informatik>Soziale SoftwareProdukt <Mathematik>NewsletterSoftwareentwicklerSoftwaretestWissensbasisVerschlingungCodeProjektive EbeneTermMAPGruppenoperationFrequenzGraphMultiplikationsoperatorWeb-SeiteE-MailWiderspruchsfreiheitAbstimmung <Frequenz>ZahlenbereichDienst <Informatik>UmwandlungsenthalpieElektronisches ForumMailing-ListeKategorie <Mathematik>Coxeter-GruppeOrdnung <Mathematik>InformationBildschirmmaskeProzess <Informatik>DigitalisierungVerschlingungClientHomepageProgrammierungDatenbankBeobachtungsstudieGenerator <Informatik>VerzeichnisdienstUmsetzung <Informatik>Kontextbezogenes Systemp-BlockMomentenproblemWeb SiteInzidenzalgebraNewsletterKonfiguration <Informatik>KugelCASE <Informatik>Selbst organisierendes SystemWärmeleitfähigkeitHypermediaURLOffice-PaketBildschirmsymbolSchreib-Lese-KopfFokalpunktEinsMereologieWeb logGesetz <Physik>WellenpaketRichtungGemeinsamer SpeicherDickeNatürliche ZahlKette <Mathematik>Rechter WinkelSinusfunktionZeichenketteZellularer AutomatProfil <Aerodynamik>Mathematische LogikXMLFlussdiagramm
28:51
ProgrammierungProjektive EbeneSelbst organisierendes SystemPerspektiveKanalkapazitätHilfesystemEreignishorizontMereologieStabMomentenproblemInhalt <Mathematik>Rechter WinkelRankingProzess <Informatik>MAP
31:06
Prozess <Informatik>InformationWort <Informatik>Prozess <Informatik>ProgrammierungWeb-SeitePerspektiveKanalkapazitätTermUmsetzung <Informatik>Kartesische KoordinatenCASE <Informatik>Inhalt <Mathematik>Ordnung <Mathematik>VerschlingungErwartungswertLie-GruppeZellularer AutomatOffice-PaketGrundsätze ordnungsmäßiger Datenverarbeitung
33:11
Prozess <Informatik>Inklusion <Mathematik>Dienst <Informatik>Inhalt <Mathematik>VerschlingungService providerZentrische StreckungQuick-SortLokales MinimumInformationBildgebendes VerfahrenOrdnung <Mathematik>Web-SeiteMultiplikationsoperatorProgrammierungVerschlingungDatensatzRechenschieberSystemplattformBitWeb logE-MailPhysikalisches SystemMulti-Tier-ArchitekturMAPTwitter <Softwareplattform>MomentenproblemProzess <Informatik>VektorpotenzialDienst <Informatik>Inhalt <Mathematik>StatistikOrdnungsreduktionMaßerweiterungPlug inHydrostatikTeilbarkeitLie-GruppeExogene VariableSchreib-Lese-KopfDickeIdentitätsverwaltungMehrwertnetzFormation <Mathematik>ComputerspielDifferenteKette <Mathematik>
38:01
Selbst organisierendes SystemGesetz <Physik>RoutingMereologieBenutzerschnittstellenverwaltungssystemErhaltungssatzKartesische KoordinatenPhysikalisches SystemComputerspielSchlussregelSpieltheorieComputeranimationBesprechung/Interview
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OktaederCodeWeg <Topologie>ProgrammierungElektronische PublikationKartesische KoordinatenWärmeleitfähigkeitSharewarePhysikalisches SystemPunktQuaderMetrisches SystemInformationMereologieQuick-SortKonditionszahlHilfesystemMannigfaltigkeitGüte der AnpassungBesprechung/Interview
41:08
Web-SeiteMAPProzess <Informatik>TermArithmetische FolgeSelbst organisierendes SystemMathematikMereologieAnalytische FortsetzungStabSoftwareProjektive EbeneMomentenproblemThreadMultiplikationsoperatorKreisflächeRelativitätstheorieCASE <Informatik>Umsetzung <Informatik>ProgrammierungProdukt <Mathematik>Kontextbezogenes SystemGüte der AnpassungDatensatzOpen SourceRandwertWeb SiteARM <Computerarchitektur>Einfache GenauigkeitGebäude <Mathematik>Natürliche ZahlAkkumulator <Informatik>ClientPhysikalischer EffektTotal <Mathematik>SchnittmengeFlächeninhaltComputerspielMetropolitan area networkVererbungshierarchieBesprechung/Interview
46:17
MultiplikationsoperatorGarbentheorieSchlussregelVorlesung/KonferenzBesprechung/InterviewComputeranimation
Transkript: Englisch(automatisch erzeugt)
00:41
Hi everyone, my name is Ruth Cheesley and I'm project lead for Mortic and today I'm going to be speaking for about 40 minutes about our experiences of implementing an incentivized partner program within the Mortic open source community. So for those of you who don't know
01:00
me, my name is Ruth Cheesley, my pronouns are she, her. I work full-time for Acquia as project lead for Mortic. My background is around about 18 years of using and contributing to different open source projects and my base is in Ipswich in the UK. If you want the slides from
01:21
this or any of the links or resources or things that I've mentioned in this talk, they're all going to be shared on my notice page afterwards. So I will also tweet that link out on our Cheesley. So if you want to grab any of the resources or any of the information or you just want to connect afterwards, please do ping me on Twitter. So what we're going to be covering
01:44
today, we're going to be talking a bit about the contribution side of establishing this partners program. So how do we define what actually constitutes a contribution? How do we track those contributions over time? How do we assign them to organisations to understand who is
02:04
contributing and who's not contributing within our project? Then the thorny subject of finances came into play. So how do we make the financial aspect of becoming a partner equitable for everyone wherever they are in the world so that anyone can become a partner and it's
02:24
the same kind of value financially for them to do that. And for us we had the added challenge and we didn't actually have financial autonomy so we needed to set up some process for us to have transparency over our finances. And then finally we'll go on to talk a bit about how
02:42
we actually set this program up. What does it actually look like? What do partners get when they become a partner? How has it worked for us? So what results have we seen? Did it fulfil the goals that we were hoping it would? And also what have we learned and what things are we going to do differently or what have we tweaked as the program has run its course
03:03
in the community. So first off I'll start a little bit of history about Mortic because I'm aware that some of you might not know what we are or how we came to being. So Mortic is an open source marketing automation platform. It was formally launched to the public
03:20
in 2015 and you can find more about that on mortic.org which is our website and we're also on github as mortic slash mortic. When mortic was founded there was a corporate software as a service company created as well to provide a hosted environment of mortic specifically aimed
03:41
at businesses. That business was acquired by Aquia back in 2019 and since that point the community has established its own governance model and it's now operating as a self-sufficient open source project. Before this point it was very much dependent on Mortic Inc and now Aquia for pretty
04:03
much everything in the community from running releases to financing things to can we do this should we take that direction. So it's been a really big few years for the Mortic community and an awful lot has been achieved in that time. So why do we want to have a partners
04:21
program to start with? Well we had a few goals for this program. We wanted to try to encourage more in the way of practical contributions to Mortic but also financial support for the project and we wanted those both to be consistent and we looked at lots of other projects and a
04:41
lot of the time it's just you pay this much money you become a partner. Well we actually wanted to tie that status to being actively involved in creating and nurturing this community. So we tied in the requirement for encouraging more practical contributions in our partners program goals. We wanted to help people in our community find those people who are the makers
05:05
the people who are actively helping to support the community if they needed help with Mortic. So we really wanted them to support the people who are supporting the project in the community rather than work with people who actually aren't making Mortic better they're just making
05:22
a fast buck from the from the project. We wanted a way to promote organizations who are contributing in a very clear and transparent way. So we wanted to be able to say these are the people who are financially contributing these are the people who are practically contributing
05:42
they're awesome go find out more about them work with them have conversations with them and this gave us a really nice way to be able to do that if we could say here are our partners these are the people we suggest that you work with because they're supporting us as a project and a community and we also wanted to give those organizations who are giving their money
06:03
they're giving their time they're really putting their heart and soul into Mortic something to be proud of a status that they can share and brag about in their own circles and becoming a community partner was something that we felt would help with that it would give them something to be proud of something to kind of share so without further ado let's jump into
06:24
the program and what we needed to put in place in order to implement this in the Mortic community so we'll start with contributions and there are a few things we had to get kind of really defined before we could move forwards with this program firstly we had to decide
06:41
well what actually is a contribution now i came to open source through a non-traditional route i don't come from a development background i'm you know i have a very high level of technical knowledge but i'm not a developer i came in through documentation running user groups and things so i've always been really keen that we made sure that those contributions were just
07:03
as valued and and recognized as those like creating a pull request for example we also needed to identify where those contributions happen so where where are we actually looking to see has something happened that we consider a contribution and then also how do we track
07:23
those out of channel contributions so for example if someone has run a team meeting or if someone has done a really amazing issue on JIRA which is not related to code so we wanted to find ways to track those but also other things that might happen like someone might speak at a conference and we could consider that as a contribution we still needed to be able to have
07:44
a way to to credit those people for their contributions and then how do we associate all of those contributions i just talked about with an organization so the organization can be ranked and we can consider how much they are contributing whether that's a level that we consider to be
08:04
acceptable to join the partners program so there was quite a lot for us to take on board there when we started this program i did quite a lot of research of how can we bring all this information together like the data is there it's in all of these different places how can we bring all
08:20
of that together into one place that lets us get that holistic overview of individuals and of organizations and in my research i came across an open source community crm which i'd not really come across the term before so it crm comes from the sales word customer relationship management tour but this is specifically focused on building and nurturing and growing communities
08:45
it's available on github at savannah hq slash savannah and it's also a hosted version which we use because we didn't have the resources to actually manage the infrastructure but it is an open source tool and it's really awesome it allows us to bring together all of our community
09:01
channels into one central dashboard which we use to see how things are going in the community it lets us determine what's a contribution so some are baked in like github pull requests and a few other things i'm going to talk about later but we can also define our own custom contributions we can use the api to push
09:21
contributions in directly as well so it's really really cool it hit many of our requirements that we had for a tool that we could use for this purpose and also it lets us identify an organization and then associate individuals with the organization so we can get a profile for what an organization is doing across our entire community so this was amazing i started off
09:45
using it locally myself and then we moved on to having the hosted account once we've kind of done a proof of concept and with savannah the things we track are github pull requests we also have a forum which is very busy on some on their discourse and in our support category
10:05
we have the option for people to mark a reply as a solution to their problem so we consider those replies which are marked as solutions as a contribution because they've contributed something which is helpful which has helped someone with the problem we also use slack
10:25
and slack is our main channel for conversations in our community where we're having sort of like working on projects together or doing team meetings for example all happen in slack and the way that the slack integration works is it asks us is this a contribution
10:44
and it's based on for example someone saying thank you in response to someone or someone who's slack savannah thinks has provided useful feedback on your product or your community or something happening in your community so that slack integration isn't isn't
11:00
sort of fully automated where you have to then say yeah that is a contribution or no that actually isn't a contribution someone's just saying thank you sarcastically for example so we do have some control over that one and then we've also got meetup and we organize all of our meetups on meetup.com which is a really great platform if you haven't used it
11:23
before it allows you to organize meetups all over the world we have an account there and all of our official meetups are managed through that and so anyone who hosts the meetup whether they host it on their own or with other people it that's considered a contribution
11:40
we also monitor reddit so if help is given in a thread it comes up and we can say yeah contribution stack exchange as well accepted answers to a question we consider that to be a contribution because you're helping someone out we have a podcast in our community which the criteria for acceptance really is that they're fully altruistic so they're not like
12:03
a thinly veiled sales pitch they're purely there to benefit the community and to grow knowledge and awareness of mortik for example within our community or externally and blogs that are written on mortik.org because anyone can help with writing a blog on mortik.org if they're marked as the author that will come up as a as a contribution as well but i mentioned that we
12:25
often have other things that we need to give credit for and i feel this is also really important so we have the manual or api assignment and team leads in our community have access to savannah and they can manually assign credits to a contributor for anything that they feel
12:42
is relevant to have a contribution credit so that might be for example if someone has led a sprint and they've organized the whole sprint or whatever that might be considered a contribution people who are speaking at our conferences we may well add those as contributions
13:01
if you've proofread an article before it goes online or you get the drift all those kind of things that there's no kind of data point where we can say yeah that was a contribution but we still want them to be valid contributions in our system and that person to be credited and there is an api as well and this allows us to track other activities we're not fully using
13:24
it yet but it's sort of on the radar for us to explore this year so we use JIRA for tracking tasks that are not code related tasks and one of the things we want to do is if you're assigned to an issue and you close it for that to be considered as a contribution as well because you've probably completed a task and also the person who actually makes github releases for
13:45
example that's something that we're looking at doing another thing we're talking with savannah about is people who review pull requests so they mark it as approved or they mark it as needs changes because that's also an important part of contributing to a pull request being merged
14:03
and so we're bringing all of this data in and then i use this to actually report back to the community on a monthly basis a quarterly basis and an annual basis and for individual contributors we report back on the top contributors and the most active members and this
14:21
can get quite competitive people are quite proud about being in the shout out each month so it's had like that added benefit of really encouraging people to be like oh well these are people who are really helping to make mortik and also the people who are contributing are a bit like i want to get in the top 10 because i want to be in the shout out
14:40
and in terms of the organizations it's quite similar we report on the top contributing organizations and also on the most active and with organizations we also do a plus minus compared to the months before so it shows whether organizations are increasing or decreasing their contributions over time so here's a quick screenshot that shows you the monthly shout
15:03
out which i just mentioned so this is the one that gives a shout out for organizations and if there's something unusual in the data like this was december and there were two weeks in the month where most people were not working so all the contributions bar i think one company were lower than they were than that month before so i usually just call that out if
15:21
something that i know is slightly strange in the data and also we give people information about how to get in this list so basically how we assign people to to organizations and what contributions are defined as and the monthly shout out for individuals is very similar
15:41
just we're mentioning people we don't have the up down arrows and if they don't have a slack profile so you'll see they're just mentioned by like their forum username for example or the name that they've used on github because they're not yet on slack and we also mentioned the number of new contributors we've had in that time period and the number of new members who've been joining the community and again because this was december we had slightly less people joining
16:05
it's not really surprising because a lot of people are away from their computers hopefully anyway over the festive period so that's how we dealt with the contribution side and getting a sense of how we can determine how an organization is contributing to the project over time and look
16:23
at their activity levels let's talk about finance now so this was probably one of the slightly more tricky areas for us to get into place we needed to figure out first how do we actually accept money at that time the only money we had available to us was money from aquia and we had to ask every time we needed to spend money we had to make a business case it
16:45
to go through all the formal aquia processes it was quite clunky you know they're a very big company with a very big financial team we wanted to have a way to be able to manage this all ourselves and also we were planning our first ever conference so we needed to be able to sell
17:01
tickets and spend that money in a transparent way and have the money come back to the community we also needed to decide how much is enough for us to consider that someone is contributing financially to the project so we needed to be able to set a threshold to say this is the level that you need to be contributing at over this much time which is
17:23
the next point how you know how long do we have that taking place over and also how do we make that threshold equitable worldwide because if we set it at a hundred dollars a hundred dollars in the u.s is a different value to in the uk is a different value to nigeria is of different
17:43
value to russia for example so we needed to find a way to make the amount you had to contribute fair wherever you were in the world so fun times for us financial transparency was really key i wanted to make sure that everybody could see all of the money coming in all of the
18:04
going out that there was the ability for us to have several admins who are responsible for approving or rejecting expenses so again we did lots of research i asked lots of other open source communities how they were dealing with this challenge what were the tools that they were using that worked well for them we knew it wasn't going to work to have a bank account
18:23
because i'm based in the uk other members of our team are based all over the world we've got people in africa people in europe banks are just not really set up for that nowadays and the transparency to the community was really important for us so we ended up setting up a
18:40
open collective hosted by the open source collective to effectively act as our bank they hold and manage our funds but they also allow us to create projects to raise money for specific projects within our community to sell tickets for events for example and also to access some services like hr services if we're working with contractors training services so i'm going
19:05
through a bunch of training courses at the moment to help me be better at leading the community so it was a really great opportunity for us to actually get started in managing our money we also applied for github sponsors and github sponsors is tightly integrated with open
19:22
collective so it just pushes the money across to our open collective every month and it allows people to sponsor us in either places either on open collective or on github sponsors whatever works best for them some prefer github because of the prominence on their company page for example others prefer open collective for other reasons so that was us getting started but then
19:47
how do we make those thresholds that i talked about equitable how do we make them fair around the world well my previous life i used to volunteer in the jumla community and they had this this question as well when they were looking at pricing their certifications and they looked
20:05
at using a tool called the big mac index so if you've never come across it it's something created by the economist and it's very interesting to read about you can read the information there but it basically allows us to determine a relative amount based on various
20:20
factors for countries around the world now it's not perfect so you'll notice that there's one country right at the beginning here that's going through massive hyperinflation so obviously it's not going to be very applicable there but generally by and large it does actually work really well and it does give us a level that's fair or we believe that's fair for everyone
20:41
around the world wherever they are so here you can see the figures that actually the amount that you would have to pay for example so if you're in sri lanka it would be 62 dollars i think it is my eyesight is not so good if you're in vietnam it would be 51 dollars if you're in the u.s it's a hundred dollars a month so this is the minimum contribution that you have
21:02
to pay by country and the nice thing about this is it allows us to um yeah make that fair but also make it very clear to people and if their country isn't here we just try to find out what the big mac cost is in their country and we can work out the calculation or we can do some
21:21
maths with similar countries so that's how we get on with that the next challenge we had was how long so how long do we actually keep these contributions going before we consider that it's okay to become a partner and we decided that it should be three months so three months
21:42
is the minimum term for having consistent financial contributions and consistent practical contributions to mortik so that's the time period from when they apply we look back over the last three months to see how they've been contributing in both ways okay so that's the
22:03
financial aspect of this well let's move on to how we actually built the program so how does it actually work in in you know in action and what do the partners get from it so we're going to cover how do they apply to join as a partner what do they actually get as a community partner
22:23
and also how are we trying to incentivize them so in terms of applying to become a partner basically it's the onus is on the partner so they can apply when they meet the criteria they must meet the criteria before we consider them for being a partner and you can see the
22:44
criteria here on the side but basically it is listed as at least three months contributing and we look in savannah to see the activity for that at least three months financial contribution at the minimum level and we set it based on the country of their head office or
23:00
their primary location we also have tied into this that there are no code of conduct breaches against the organization or team members in the past 12 months and we also track this in savannah we have the option to apply like tags or labels and have notes against
23:20
individuals and companies so if there have been any issues which we haven't had any incidents of this nature but if there were then that would affect their partnership status so what do they get in in if they become a partner what do they actually receive well first off they receive a very prominent listing in our partners directory
23:44
each partner has their own page in the directory and that page includes a backlink to their website and you can see the listing here about some of our current partners we put the top three partners so aqua friendly and noit for digital marketing at the moment
24:03
we put them actually on the home page of mortit.org in a featured partners block so the top three are always featured on the home page with a link to their partners page so that's a real great thing for them in terms of raising awareness of their brand within the community and for people who are new to the community
24:23
we rank this list of partners based on their activity in the contributions in the previous month so we rejig the order based on their order in the shout out that we do at the end of the month basically and that we also mention them in all of our official conferences
24:41
so generally speaking it's in the keynotes where i mention all of our partners and thank them and so on and so forth so again it's another way of being recognized in the a formal official way by the project and the individual page that our partners have allows them to showcase the services that they provide and also the contributions that they make
25:07
so you'll see here that in terms of aqueous page it mentions that one of their contributions is paying me full time to work as project lead they also have the engineering team which pretty much did the whole of our mortik 3 release which was a massive undertaking
25:23
and they're a major contributor to strategic initiatives we give an overview of the company with all of their contact information what they do we highlight the contributors who have been active in the last month we list them by name and we also have a graph of their activity over the last quarter in terms of contributions and conversations so it gives people an idea of
25:45
actually how active are they in the community at this time they can list relevant case studies which goes into our main case studies database and also there's an opportunity for them to give information about any partners programs that they might have for people who are using mortik
26:05
so for example if they are using mortik but they want to have a partnership with an agency for larger clients or for when they can't service the client themselves the agencies can all provide their partners information if they have a partners program and encourage people to reach out to them
26:26
and there's also a lead generation form or a link to their website if they prefer to have a like a button to say go here fill in this form which enables them to get all the information they need in order to put through a sales inquiry effectively another feature that we have for our
26:44
partners is that of roadmap prioritization so generally speaking the process in the mortik community at present for new feature requests is people will put in a feature request on our forum we have an ideas category in our forum they'll explain what it is and then the community
27:03
will have some discussions and people can vote so they have a specific number of votes which they can use to vote for features that they want to see in mortik and the top features that are voted are the ones that we consider for the roadmap and and start to work on if you're a partner you have the option of being able to submit up to three features directly to me the project lead
27:25
per calendar year and they can either be funded so you could say i want to have a new experience for creating focus items and here's five thousand dollars that i have i just don't have the resources to build it myself or it could be unfunded so they say we need this feature
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it's really important for mortik we can't fund it but we're happy to help with promoting it and trying to get funding or whatever and those features come directly to me for consideration to be in the roadmap without having to go through that process of community voting and prioritization so that's a feature that only partners have it's not it's not available to
28:04
anyone else and we also try to really make sure that we promote our partners we promote them on social media and through email when they actually become a partner because that's a really great thing to share with our community that we have a new partner who's contributing in that way
28:23
we also feature our partners on every community newsletter we send icons and links to their partners page on the website and we try as much as we can to reshare relevant news from our partners into our social media channels so we're promoting awareness of
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what they are doing within our kind of sphere of influence we're telling other people what they're doing in their companies so how has it worked for us so over the last so we've had the partners program probably for about a year so far and over the last year we've seen a
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significant uptake in sponsorships from organizations we've also enrolled six partners and we have one more partner in review at the moment so by the end of this quarter we should have seven active partners in our partners program we've seen sustained contributions from
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partners so we've only had i think one month where one partner fell off the radar slightly with their contributions mainly because of staff sickness with covid but generally speaking every partner has maintained a consistent level of contribution practically and financially and in fact
29:43
we've seen some partners really accelerate their contributions so that they can get up the rankings and be featured more highly oh that's not the only reason obviously they love contributing and they see the value but you know that is part of the incentive as well interestingly we've
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seen new contributions from people who want to be partners but they're not actively contributing in the community and they want to know how so this has been everything from like pull requests to people helping write documentation to people helping with running events all kinds of places in the community we've had people stepping up and say can i help with this can i help with that
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ultimately because they need to be able to show that they are contributing in the community and we've enabled community members to build relationships with those makers in the community so it's driving mutually beneficial growth in the ecosystem if those people and those
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organizations succeed and grow and thrive it means they'll have more capacity to be able to help the mortick project succeed and grow and thrive so from our perspective it's a no-brainer to really try and grow those organizations because they see the value and we get the value
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in our community one of the things we really learned or i really learned i should say is that transparency really matters so it's really important that if you're implementing this kind of program in your community that you have very clear policies and workflows which cover the whole process from what the criteria is to become a partner what you have to do in order to
31:27
apply how the application is reviewed who reviews it what the workflows are how you promote them the whole process it just makes it much less open to concern or criticism if you have it all
31:42
clearly documented and i've shared on my notice page links to some of our policies in the mortick community in case you want to take a look at some of the policies that we've written i also think it's really important that you're clear on the expectations that that you partners have in terms of your promotion of them so how you're actually going to promote
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partners once they've signed up because they may expect more of you than you're actually able to deliver and that can lead to some bumpy conversations so be really clear how much is
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in your capacity to actually do for your partners and how much they should expect in that regard i also think it's really clear really important to set very clear guidelines on what they can list on their partners page in fact for our perspective it has to be reviewed so like
32:43
they have to provide the content to us we review it and we actually upload it to the page because we don't want those partners pages turning into like a spam fest they need to be useful and relevant and not just like buy me sell me that kind of thing so yeah be really clear how
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many backlinks you're willing to allow what information and how many words you know that kind of information they're allowed to provide on on those pages so then coming to the end so i thought i would share some thoughts of what would we change if we were doing this again or what are
33:22
we changing in this process so by far and away for me one of the biggest things is that i have to update those pages every month so i have to update the images with the activity have to update the names of the people who are active and the order it would be amazing to be able to
33:43
automate that or embed the images and the resources and the information on the portal that is sort of limited by what savannah has available and it's a discussion that i'm having with one with the person who maintains that project but for me that's a it's something that was
34:03
a compromise that i was willing to take but as we scale the program it's it will become more and more difficult and take longer to actually do that each month i definitely feel like we need to as we're scaling we need to improve the capabilities on our portal our partners portal
34:22
so that people can actually search and filter for providers who have a sas solution providers who support you hosting your own mortik solution um people who speak german people who are based in the middle east that kind of thing at the moment we don't have that capability and so
34:42
it's not so easy for people to find who they're looking for so that was purely a factor of needing to get the mvp up and running very quickly so it's all built with just basic static pages in drupal with the layout builder so ultimately what we want to do is
35:02
actually build a portal or find a plugin or an extension that will allow us to do that more effectively so people can find the partners that they want to work with i'd also like to find a way to automate that following up process if partners are declining in their activity or like send me an email to say this partner has got a 50 reduction or something
35:24
like that a lot of the stats and everything are manual at the moment so again it's it's a little bit time consuming and it relies on people following up on that we've been having discussions in our leadership team about the potential of having a tiered program so at the
35:41
moment it's just you're a partner or you're not a partner and we've been talking about in the future we might consider having different levels based on probably based on financial and practical contributions we haven't really fleshed it all out yet but that's something that we're considering we went for this sort of like very basic one level no tier system to get
36:03
it up and running quickly and easily with the minimum amount of fuss but we do feel like some of our partners are doing a lot more than others so we do we're thinking about how we can recognize that basically and also we're looking at ways we can help them and we can help the
36:21
so some of the things we're exploring there are things like sponsored content so allowing our partners to write content for our blog which is relevant and useful for our audience but that is a sponsored content piece so it's talking about perhaps their platform or their tools or whatever but it's very clearly marked as sponsored content so that's another
36:42
thing that we're trying to think how can we give more value to our partners but at the same time be getting value in our community and it not just be a spam fest of like buy my services it needs to be something that's relevant for the for our audience as well as giving value to our partners so that's me done i am happy to take any questions if you want to email me rather
37:09
than discuss in the chat you can contact me at roof.cheeselyatmortick.org as i mentioned at the start i'm going to upload all of my resources onto my notice page which is
37:23
note noti.st forward slash r cheesely so the slides will be there the recording with subtitles will be there the links that i've mentioned and also some other useful resources like the policies that we've put in place and other things that i've found useful in this process
37:41
are all going to be up on my notice page so i will tweet the link out as well so you should be able to access that on the on twitter but yeah any questions i'm here to answer so feel free to fire away thank you for your time so far that is only my own question
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and also all listeners please do post your questions for this talk if you like if you have
38:27
any so the question is have you encountered the situation when the partner has fulfilled the written requirements but that was not what your organization expected so we had to update
38:40
the rules and refused to give away the reward and have you had any stories like that which you'd like to share yeah no i mean we haven't had anyone like misbehaving or gaming the system to try to like um become a partner and actually we review all the applications
39:04
within the leadership team so we look at the the contributions how consistent it has been what are those contributions so we don't want like a hundred updates to readme files to count as you know towards their partners program because although it's a contribution sometimes that can be used to sort of gain the system um so no we haven't really had anyone
39:27
try to gain it yet but it's definitely something that we will have to be aware of one would hope that people would behave themselves and not do that but you never know i guess it would also come to a code of conduct if it was being really irresponsible at some point
39:50
any other questions from the room there was some chatter about different tools you can use to track community metrics and there are other tools out there that you can use to do what
40:03
we use savannah for so it's not like the only tool that's available i definitely recommend people have a look and see what the different tools do quite a lot of them do free trials so you can see if it pulls in the information and gives you the metrics that you need
40:22
um and then yeah go from there really for us it's been really helpful because it ticked all the boxes we needed so and there was also some questions about code of conduct like tying in the code of conduct breach to being a partner like i felt that was really
40:40
important for the reasons that someone mentioned like sometimes you can have people who are partners who are just very toxic so i wanted to have that in our policy that that was actually part of the you know requirements really for a partner to be in good standing i think that's what we're saying good standing without any active code of conduct issues cool we have
41:08
two new questions right now how do you handle inactivity of prominent people in the community that may have disappeared
41:20
and how do you denote them in a fair and transparent way yeah so depends on talking about individuals or organizations so individual wise i get notified if someone is going inactive in savannah so that helps me to notice if someone isn't around as much because you can't be
41:43
all seeing eye and all the time you just can't um so that's very helpful it also tells me if someone comes back from being inactive so quite often i will go on to those postal threads and say hey welcome back great to have you back we've had some people come back after like five years of inactivity you know so it's quite nice to recognize that um in terms of the
42:04
organizations if organizations start to go off that will come up in the monthly shout outs they'll start to drop through the monthly shout outs but at the moment pretty much we um know that that's happening because we're a relatively small company a relatively small organization
42:24
and so like in any small organization if the big players start to reduce their um engagement you notice things start to not get done um so the process that i've had really is if an organization because i mentioned one started to drop off due to covid related staff
42:43
illness if an organization starts to drop their contributions i just reach out to the people from that organization just say hey what's going on is there a problem we just noticed that you're not as active and usually they're just like oh someone's been off circle we've had a staff change and the new people aren't up to up to date with the open source stuff and we're getting that in progress
43:03
um we generally would give them like a couple of months to get back up to those levels but if it continues for a quarter then we would look at saying right well we need you to get back up to those contribution levels to be listed on the partners page so we do give people a good amount of time if there are internal stuff things going on that's causing them problems
43:24
with their contributions um and the challenge is doing that fairly and transparently because you don't need the whole world to know what's going on in that business at that time so it's communicating skillfully i guess um okay so hopefully that's answered your question ashley
43:49
um how do you manage the pipeline prior to showing monsavana do you use other tools for future partners so as soon as someone chirps up anywhere in our community they're on savannah so
44:05
as soon as they say anything or respond to anything uh they're on savannah um we can't do much about the people who are not ever active uh those people are just like we usually try to make sure that we are continuously reaching out to people continuously showing them how
44:23
they can help how they can contribute and the value of that as well so we've also dramatically improved our onboarding docs they're still not perfect but they're a lot better than what we used to have um to make it very easy for people to to make those contributions
44:42
um and in terms of future partners a lot of that is kind of like conversations with people it's building relationships with people it's having them understand what the value is of being a partner in the community a lot of them i heard in one of the sessions yesterday where someone was saying
45:00
like they use this software and it's critical to their business and if it went away it would cause a big problem for them and for a lot of our um sponsors that is why they sponsor the project because they really like the product they use it a lot they use it for their they want to support its continuation and the partners are like a step up from that because
45:21
they're playing a part in actually doing that so initially there was a lot of outreach to people who are in those organizations saying look we're looking at setting up this program these are the boundaries this is what we're expecting what do you think and pretty much everyone was like awesome we're there we'll make sure that we've got our contributions up to
45:41
up to spec to be able to join and nowadays it's more a case of when i see companies coming up in the shout out coming up a few months in a row usually if they're not yet a sponsor i'll have a conversation with them and just reach out to them and see if they're interested make sure they're aware of what it is and what the requirements are and how to become a partner
46:02
so and that's helped that's helped in a few few cases there is plenty of time 12 more minutes but there are no new questions unless anybody starts typing right
46:26
now we can finish the questions section earlier yeah okay thank you very much Ruth thank you to all the listeners it was a great talk okay great