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For the Evans Data Corp 2013 Developer Relations Conference
        Jon Alperin, Managing Director, Avaya DevConnect Program
        jalperin@avaya.com

        The Compliance C
        Th C    li     Conundrum: D i i points f E
                            d     Decision i t for Ecosystem I t
                                                         t   Interoperability P
                                                                       bilit Programs

        You’ve enabled your developer and created a value-added ecosystem of 3rd party and
        homegrown solutions. Whether you are a mobile platform, a cloud-based solution, or
        typical enterprise or consumer applications, extracting value from this ecosystem often
        requires a tighter go-to-market plan, and that, in turn, means ensuring that these third
        party solutions actually work correctly with your products and services. In this session,
        we’ll explore k d i i points i
           ’ll   l    key decision i t involved i scoping, b ildi and executing
                                               l d in       i    building d       ti
        interoperability or compliance testing programs for your ecosystem. You’ll learn where
        there are tradeoffs to be made in various approaches, and see how you can effectively
        bridge from pure developer programs to value-added partner programs with direct
        revenue impacts.




© 2009 Avaya Inc. All rights reserved.                                                              1
The Avaya DevConnect Program is one of the leading B2B developer programs in the
          communications industry, supporting customers, Avaya channel partners, technology
          partners and competitors alike in the development of value-added and interoperable
          solutions that leverage Avaya products and technologies.

          The DevConnect Program takes a 3 phase approach towards growing our
          ecosystem, spanning developer enablement, business development and Go to
          Market programs. Within this third phase, DevConnect Compliance Testing programs
          are used to validate interoperability for the benefit of our customers, channels and
          sales teams, and Avaya support teams, as well as those technology companies, both
          friendly and competitive, that participate in the program.




© 2011 Avaya Inc. All rights reserved.                                                           2
Interoperability programs sit in the overlap between pure developer programs and
partner programs. Each type of program will generally have their own sets of
stakeholders, and it is in the intersection between them that you can see where the
influence and benefits of formalizing an interoperability or compliance program
benefits both audiences.




                                                                                      3
Interoperability programs can be found under many names. And in some cases, the
terminology used to describe a program can have a specific and direct bearing on the
scope of a program, or even a legal implication to consumers, partners and your own
company.

When considering launching a formal program, consider which term really describes
the business goals best.




                                                                                       4
For the remainder of this session, I’ll be focusing on the “Big W” questions – the
why’s, who’s, when’s, where’s and hoW’s (yeah, I know… but it still has a ‘W’ in the
word).

In considering and designing a program, these are a number of decision points to be
made along the way.




                                                                                       5
First and foremost, of course, you need to clearly understand why you are building a
program at all.

Is it primarily for your own benefit, to protect your reputation with your customers and
channels? I it t protect your revenue stream, to ensure that 3rd party solutions which
  h      l ? Is to      t t                 t      t          th t       t    l ti    hi h
may plug in to your platform or cloud-based solution do not negatively impact your cash
flow?

Do you used it to open new routes to market, filling gaps in your own portfolio? Or does
your product or service offering actually require 3rd party components to be the driver for
sales, in which case you are beholden to the quality of those offers in order to make your
own money?  ?

You may also need to consider competitive factors – do your solutions generally
interoperate with other systems and solutions in your customers’ environments? Does that
make it a barrier to your own sales if you cannot prove interoperability? Do you need that
interoperability to be mutually acknowledged by those other companies?

Or i hi i l
O is this simply a reaction to pain your organization currently experiences i terms of
                        i        i            i i            l       i      in       f
customer dissatisfaction or increased support costs, caused by the quality or issues
others have introduced, and for which your reputation may also suffer?




                                                                                              6
Once you’ve determine your underlying reasons for a program, you can begin to look at
the target audience. Is this a service that is available to any and all of your developers? Or
something you make available only to specific partners that are part of your GTM motion?

This d i i
Thi decision point will also play i t th question of scale vs. d th D
                  i t ill l      l in to the      ti     f    l   depth. Depending upon th
                                                                                 di         the
size of your community, making testing programs available to anyone in your community
can increase costs, or create resource constraints further down the line in terms of how
much high-touch vs. low-touch efforts you are directly providing towards the oversight and
execution of this effort. It also speaks to the overall timeframes you target for testing –
trying to serve a large potential audience almost implies needing to automate and drive
rapid test cycles, vs. longer, more complex and thorough test efforts.

In addition, depending upon the rationale for having an interop program in the first place,
you need to consider if this is just pair-wise testing with a single individual partner, or
whether the solutions under test are complex, multi-vendor environments that need to
work in a cohesive and comprehensive manner.

And finally, you may also need to consider how competitive solutions fit in the scope of
the effort – A you allowing competitors to participate i testing, or are there other
 h ff        Are     ll i           i           i i     in     i          h      h
checkpoints in place to determine rationale for participation?




                                                                                                  7
Another point to consider is the overall scope of testing, which will drive further decisions
  regarding the type of test bed and test tools needed, as well as the overall timeframes
  involved in testing.

For
F many solutions, basic i t f
               l ti   b i interface validation will generally suffice. B t th d
                                      lid ti     ill      ll    ffi    But the deeper and
                                                                                        d
  more critical the GTM elements are, the more you need to look at functional validation
  of a solution, possibly even going as far as testing operational issues, scalability,
  reliability, performance and more.
When designing a test plan, one must consider the scope of the test effort, and how
you position to customers, end users and your ecosystem where your responsibilities
        iti t      t         d         d            t     h                    ibiliti
for ensuring completeness and accuracy end.

Is this just focusing on proper API usage or conformance to a specific industry
standard? Will you provide test tools that enforce a minimum set of functional
capabilities? Will these tools test boundary conditions and error conditions that are
unlikely to occur in normal operations, but for which 3rd parties should be able to
handle without issue?

It’s also important to consider inbound vs. outbound testing. In some cases, it is the
3rd party application driving and invoking functionality offered by your
platform/service/product. In other cases, you may be expecting those applications to
deliver specific functionality or react in very specific ways to support your own value
proposition. Do your test plans reflect those cases?

And,
And in some cases (particularly for B2C markets) will you be making non-technical
                                           markets),                    non technical
judgements as to suitability of an application for your stamp of approval (the so-called
Morality judgement)?

You’ll also want to consider the timing of testing – Will you be testing alpha or beta
releases from your developers, or only GA-candidate products? Will you be doing
testing on beta releases of your own products? And what does this mean downstream
for support purposes if these tests are completed on pre-GA products?

Also, consider how public your test plans are. How much does a potential developer
need to know prior to committing to test about the specifics of the test plan or the
minimum criteria? How much do channels and customers need to know about the
specifics of test scope?

                                                                                           9
When it comes to actually executing tests, there’s a lot of flexibility and different ways to do this. But you
               also need to consider what level of control and insight you may be giving up especially as it relates to
                                                                                             up,
               your GTM objectives.

               First, you may have the ability to outsource testing to a third party firm like TekVizion or AppLabs. But
               you may also want to maintain the expertise with these 3rd party applications and solutions in-house.
               Then again, keeping one or more full time employees sitting around to do testing means having a pretty
               good handle on what sort of demand you’ll have for testing, and the timeframes and investments in
               human capital necessary to support those tests.

               Then you need to decide where to do the tests. Not everything can ( should) be done in the cloud. In
                      y                                                   y   g     (or       )
               fact, for some solutions, it may be impossible to do testing anywhere but in a controlled lab environment.
               And while that lab could be your, it might need to be your partners. Which means one or both of you will
               need to send people and products to spots all around the world.

               And never underestimate the legal side, from customs to simply protecting the intellectual property of
               others (especially if you are testing multiple independent companies who might otherwise compete with
               one another at the same time and in the same facilities).

               When you consider test execution, you also need to give consideration to the extent by which is can be
               automated – and the tools necessary to do this Does a one size fits all test plan really work for you and
                                                            this.        one-size
               your ecosystem? Or does the actual application under test require a human being to ‘drive’ the test plan,
               and adjust to real-world differences and fine tune test efforts in real time?

               Would you support a more informal self-test if it were possible to provide a standard tool and test plan?
               Does that change your ability to provide support? And what sort of proof points would you look for – a
               simple “say so” by the vendor, or a specific output from your own tools?




© 2011 Avaya Inc. All rights reserved.                                                                                          10
It’s important to realize that just like your own products, testing is unlikely to be
exhaustive. There will always be cases and conditions that simply would not be cost
justified to put through the program. Moreover, every feature of your product may not
be used the same way (or at all) by your ecosystem. So forcing tests that simply do
not match the functionality being exploited could lead to a high, erroneous failure rate.

And don’t assume your own products are bulletproof. Testing will undoubtedly
uncover a problem in your own product – the question is whether you consider that a
failure on the part of the 3rd party.

And never underestimate the politics here – he who controls the checkbook is going
to have a big say, especially if the testing costs are high. Even the fact that a solution
is under test may be something that a company does not wish to have made public,
until they have positive results to report. And even sales opportunities can put
pressure on an organization to declare a test “good enough” even though there are
                  g                              g           g             g
known bugs or failed test cases, much like products ship out the door with their own
shortcomings noted in release notes (or buried deep in documentation).




                                                                                             11
No matter what, someone has to pay for all this effort. You’re going to need people to
manage the program, develop the test plans and tools, and execute or review test
results. Depending upon your solution, you may need lab facilities, specialized test
beds and other tooling, etc.

If you’re lucky enough to have deep pockets, you may be able to fund it completely
out of your pocket, which gives you great control over how things operate, and lowers
barriers to participation by others.

On the other hand, you may want to artificially raise those barriers, and set a price
point that generally discourages only the most serious developers from pursuing a
formal program with you. This can help quite a bit with managing the cost, and
allowing for prioritization and focus of your resources. These costs can be break-
even, or even profit-making efforts if the end result of having your seal of approval on
a 3rd party solution helps the vendor drive their own revenue.
          y

Or you can share the costs, perhaps building recovery of costs incurred from testing
in to a GTM model.

You may also want to consider a tiered approach, with different types of tests and
different price points (and benefits).




                                                                                           12
Finally, you need to answer the “What’s in it for me?” for your developers. Even at no
cost for the testing, developers are still investing their own time and energy in to this
process, and they want to understand what they get out of this program.

Is it just a statement of conformity of compliance, posted to your website? A
checksheet of test result coverages? Or are they getting some level of additional
documentation that offers value to them, their sales channels and their customers?

Does this include marketing elements, from basic logo’s and marks that they can use,
to certificates and plaques that they can display? Does it give them PR and other
marketing benefits, or link them to GTM Programs like app stores?

And what is lifecycle expectations? Is the testing recognized as valid forever, or just
for the current major release? Or even more limited to a specific minor release? And
does it matter if the vendor changes their own products in ways that have no obvious
                                   g                          y
or direct bearing on the point of interoperability?

What about when there is an API change? Or, more interestingly, when the API
doesn’t change, but the data exchanged across it does due to new functionality?

All of these are considerations that your developers will chew on as they determine
whether the investment in your program is as g
                            y    p g           good for them as it is for y
                                                                          you.




                                                                                            13
In summary, it’s all about understanding the tradeoffs. Having a very open testing
program based on a specific, well-defined set of compliance criteria, intended to drive
high volumes with little hands-on expertise and even less long-term responsibilities is
a very different program scope, cost and investment model that one that serves a
different GTM need.

Tradeoffs abound, from how you handle competitive products within the scope of your
test activities, to the implications of making “moral” decisions to put a stamp of
approval on a certain type of application. Even test case failures aren’t necessarily as
definitive as one might think, depending upon the end goals.




                                                                                           14
Thank you.




             15

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Jon alperin 2013

  • 1. For the Evans Data Corp 2013 Developer Relations Conference Jon Alperin, Managing Director, Avaya DevConnect Program jalperin@avaya.com The Compliance C Th C li Conundrum: D i i points f E d Decision i t for Ecosystem I t t Interoperability P bilit Programs You’ve enabled your developer and created a value-added ecosystem of 3rd party and homegrown solutions. Whether you are a mobile platform, a cloud-based solution, or typical enterprise or consumer applications, extracting value from this ecosystem often requires a tighter go-to-market plan, and that, in turn, means ensuring that these third party solutions actually work correctly with your products and services. In this session, we’ll explore k d i i points i ’ll l key decision i t involved i scoping, b ildi and executing l d in i building d ti interoperability or compliance testing programs for your ecosystem. You’ll learn where there are tradeoffs to be made in various approaches, and see how you can effectively bridge from pure developer programs to value-added partner programs with direct revenue impacts. © 2009 Avaya Inc. All rights reserved. 1
  • 2. The Avaya DevConnect Program is one of the leading B2B developer programs in the communications industry, supporting customers, Avaya channel partners, technology partners and competitors alike in the development of value-added and interoperable solutions that leverage Avaya products and technologies. The DevConnect Program takes a 3 phase approach towards growing our ecosystem, spanning developer enablement, business development and Go to Market programs. Within this third phase, DevConnect Compliance Testing programs are used to validate interoperability for the benefit of our customers, channels and sales teams, and Avaya support teams, as well as those technology companies, both friendly and competitive, that participate in the program. © 2011 Avaya Inc. All rights reserved. 2
  • 3. Interoperability programs sit in the overlap between pure developer programs and partner programs. Each type of program will generally have their own sets of stakeholders, and it is in the intersection between them that you can see where the influence and benefits of formalizing an interoperability or compliance program benefits both audiences. 3
  • 4. Interoperability programs can be found under many names. And in some cases, the terminology used to describe a program can have a specific and direct bearing on the scope of a program, or even a legal implication to consumers, partners and your own company. When considering launching a formal program, consider which term really describes the business goals best. 4
  • 5. For the remainder of this session, I’ll be focusing on the “Big W” questions – the why’s, who’s, when’s, where’s and hoW’s (yeah, I know… but it still has a ‘W’ in the word). In considering and designing a program, these are a number of decision points to be made along the way. 5
  • 6. First and foremost, of course, you need to clearly understand why you are building a program at all. Is it primarily for your own benefit, to protect your reputation with your customers and channels? I it t protect your revenue stream, to ensure that 3rd party solutions which h l ? Is to t t t t th t t l ti hi h may plug in to your platform or cloud-based solution do not negatively impact your cash flow? Do you used it to open new routes to market, filling gaps in your own portfolio? Or does your product or service offering actually require 3rd party components to be the driver for sales, in which case you are beholden to the quality of those offers in order to make your own money? ? You may also need to consider competitive factors – do your solutions generally interoperate with other systems and solutions in your customers’ environments? Does that make it a barrier to your own sales if you cannot prove interoperability? Do you need that interoperability to be mutually acknowledged by those other companies? Or i hi i l O is this simply a reaction to pain your organization currently experiences i terms of i i i i l i in f customer dissatisfaction or increased support costs, caused by the quality or issues others have introduced, and for which your reputation may also suffer? 6
  • 7. Once you’ve determine your underlying reasons for a program, you can begin to look at the target audience. Is this a service that is available to any and all of your developers? Or something you make available only to specific partners that are part of your GTM motion? This d i i Thi decision point will also play i t th question of scale vs. d th D i t ill l l in to the ti f l depth. Depending upon th di the size of your community, making testing programs available to anyone in your community can increase costs, or create resource constraints further down the line in terms of how much high-touch vs. low-touch efforts you are directly providing towards the oversight and execution of this effort. It also speaks to the overall timeframes you target for testing – trying to serve a large potential audience almost implies needing to automate and drive rapid test cycles, vs. longer, more complex and thorough test efforts. In addition, depending upon the rationale for having an interop program in the first place, you need to consider if this is just pair-wise testing with a single individual partner, or whether the solutions under test are complex, multi-vendor environments that need to work in a cohesive and comprehensive manner. And finally, you may also need to consider how competitive solutions fit in the scope of the effort – A you allowing competitors to participate i testing, or are there other h ff Are ll i i i i in i h h checkpoints in place to determine rationale for participation? 7
  • 8. Another point to consider is the overall scope of testing, which will drive further decisions regarding the type of test bed and test tools needed, as well as the overall timeframes involved in testing. For F many solutions, basic i t f l ti b i interface validation will generally suffice. B t th d lid ti ill ll ffi But the deeper and d more critical the GTM elements are, the more you need to look at functional validation of a solution, possibly even going as far as testing operational issues, scalability, reliability, performance and more.
  • 9. When designing a test plan, one must consider the scope of the test effort, and how you position to customers, end users and your ecosystem where your responsibilities iti t t d d t h ibiliti for ensuring completeness and accuracy end. Is this just focusing on proper API usage or conformance to a specific industry standard? Will you provide test tools that enforce a minimum set of functional capabilities? Will these tools test boundary conditions and error conditions that are unlikely to occur in normal operations, but for which 3rd parties should be able to handle without issue? It’s also important to consider inbound vs. outbound testing. In some cases, it is the 3rd party application driving and invoking functionality offered by your platform/service/product. In other cases, you may be expecting those applications to deliver specific functionality or react in very specific ways to support your own value proposition. Do your test plans reflect those cases? And, And in some cases (particularly for B2C markets) will you be making non-technical markets), non technical judgements as to suitability of an application for your stamp of approval (the so-called Morality judgement)? You’ll also want to consider the timing of testing – Will you be testing alpha or beta releases from your developers, or only GA-candidate products? Will you be doing testing on beta releases of your own products? And what does this mean downstream for support purposes if these tests are completed on pre-GA products? Also, consider how public your test plans are. How much does a potential developer need to know prior to committing to test about the specifics of the test plan or the minimum criteria? How much do channels and customers need to know about the specifics of test scope? 9
  • 10. When it comes to actually executing tests, there’s a lot of flexibility and different ways to do this. But you also need to consider what level of control and insight you may be giving up especially as it relates to up, your GTM objectives. First, you may have the ability to outsource testing to a third party firm like TekVizion or AppLabs. But you may also want to maintain the expertise with these 3rd party applications and solutions in-house. Then again, keeping one or more full time employees sitting around to do testing means having a pretty good handle on what sort of demand you’ll have for testing, and the timeframes and investments in human capital necessary to support those tests. Then you need to decide where to do the tests. Not everything can ( should) be done in the cloud. In y y g (or ) fact, for some solutions, it may be impossible to do testing anywhere but in a controlled lab environment. And while that lab could be your, it might need to be your partners. Which means one or both of you will need to send people and products to spots all around the world. And never underestimate the legal side, from customs to simply protecting the intellectual property of others (especially if you are testing multiple independent companies who might otherwise compete with one another at the same time and in the same facilities). When you consider test execution, you also need to give consideration to the extent by which is can be automated – and the tools necessary to do this Does a one size fits all test plan really work for you and this. one-size your ecosystem? Or does the actual application under test require a human being to ‘drive’ the test plan, and adjust to real-world differences and fine tune test efforts in real time? Would you support a more informal self-test if it were possible to provide a standard tool and test plan? Does that change your ability to provide support? And what sort of proof points would you look for – a simple “say so” by the vendor, or a specific output from your own tools? © 2011 Avaya Inc. All rights reserved. 10
  • 11. It’s important to realize that just like your own products, testing is unlikely to be exhaustive. There will always be cases and conditions that simply would not be cost justified to put through the program. Moreover, every feature of your product may not be used the same way (or at all) by your ecosystem. So forcing tests that simply do not match the functionality being exploited could lead to a high, erroneous failure rate. And don’t assume your own products are bulletproof. Testing will undoubtedly uncover a problem in your own product – the question is whether you consider that a failure on the part of the 3rd party. And never underestimate the politics here – he who controls the checkbook is going to have a big say, especially if the testing costs are high. Even the fact that a solution is under test may be something that a company does not wish to have made public, until they have positive results to report. And even sales opportunities can put pressure on an organization to declare a test “good enough” even though there are g g g g known bugs or failed test cases, much like products ship out the door with their own shortcomings noted in release notes (or buried deep in documentation). 11
  • 12. No matter what, someone has to pay for all this effort. You’re going to need people to manage the program, develop the test plans and tools, and execute or review test results. Depending upon your solution, you may need lab facilities, specialized test beds and other tooling, etc. If you’re lucky enough to have deep pockets, you may be able to fund it completely out of your pocket, which gives you great control over how things operate, and lowers barriers to participation by others. On the other hand, you may want to artificially raise those barriers, and set a price point that generally discourages only the most serious developers from pursuing a formal program with you. This can help quite a bit with managing the cost, and allowing for prioritization and focus of your resources. These costs can be break- even, or even profit-making efforts if the end result of having your seal of approval on a 3rd party solution helps the vendor drive their own revenue. y Or you can share the costs, perhaps building recovery of costs incurred from testing in to a GTM model. You may also want to consider a tiered approach, with different types of tests and different price points (and benefits). 12
  • 13. Finally, you need to answer the “What’s in it for me?” for your developers. Even at no cost for the testing, developers are still investing their own time and energy in to this process, and they want to understand what they get out of this program. Is it just a statement of conformity of compliance, posted to your website? A checksheet of test result coverages? Or are they getting some level of additional documentation that offers value to them, their sales channels and their customers? Does this include marketing elements, from basic logo’s and marks that they can use, to certificates and plaques that they can display? Does it give them PR and other marketing benefits, or link them to GTM Programs like app stores? And what is lifecycle expectations? Is the testing recognized as valid forever, or just for the current major release? Or even more limited to a specific minor release? And does it matter if the vendor changes their own products in ways that have no obvious g y or direct bearing on the point of interoperability? What about when there is an API change? Or, more interestingly, when the API doesn’t change, but the data exchanged across it does due to new functionality? All of these are considerations that your developers will chew on as they determine whether the investment in your program is as g y p g good for them as it is for y you. 13
  • 14. In summary, it’s all about understanding the tradeoffs. Having a very open testing program based on a specific, well-defined set of compliance criteria, intended to drive high volumes with little hands-on expertise and even less long-term responsibilities is a very different program scope, cost and investment model that one that serves a different GTM need. Tradeoffs abound, from how you handle competitive products within the scope of your test activities, to the implications of making “moral” decisions to put a stamp of approval on a certain type of application. Even test case failures aren’t necessarily as definitive as one might think, depending upon the end goals. 14