FINOS June 2018 Members Meeting - Getting the Most from FINOS: the Member Success initiative

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Getting the Most from FINOS: the Member Success initiative during the FINOS June 2018 Members Meeting by Tosha Ellison, Member Success, FINOS

Economia e finanças

finos.orgFintech Open Source Foundation
Confidential
Introduction to
Member Success
Getting the most out of
your membership

finos.orgFintech Open Source Foundation
The Member Success initiative
Introduces a new level of interaction with our members dedicated to maximizing
value from all stages of engagement with FINOS.
We take an integrated approach working with our members to define their success
criteria and path to achieving success across all FINOS programs.

finos.orgFintech Open Source Foundation
Variety of member firms...
Financial Firms Technology Firms

finos.orgFintech Open Source Foundation
...at varying levels of Open Source maturity...
Ad Hoc Consumption
No Contribution
Ad Hoc
Tracked consumption
No Contribution
Tracked
Tracked consumption
Minor contribution
Managed
Tracked Consumption
and Contribution
Minor contributions
Small proprietary
contributions
Standardized
Tracked Consumption
and Contribution
All level of contributions
including managing own
open source software
Strategic
Consume Contribute Lead

finos.orgFintech Open Source Foundation
...with wide ranging interests ...
FDC3
Financial Desktop Collaboration & Connectivity
HAD
Hadouken Ecosystem
SYM
Symphony Ecosystem
FDX
Finserv Developer Experience
OSR
Open Source Readiness
FOS
Financial Objects Standardization
PLEXUS
Plexus Interoperability
VOICE
Voice Technology
Foundational
Infrastructure
Middleware platforms
Interoperability standards
Applications

finos.orgFintech Open Source Foundation
...and different goals
INNOVATION
MARKETING &
VISIBILITY
STAFF
RETENTION
QUALITY
IMPROVEMENTTIME TO
MARKET
STAFF
ATTRACTION
COST
REDUCTION
$ VENDOR
FLEXIBILITY

finos.orgFintech Open Source Foundation
The approach
Understand
Current State
Understand the current state of open source consumption,
contribution and awareness along with associated policies and
processes as well as current activity in programs.
Identify Goals
and Focus
Areas
Clearly identify goals for engaging in FINOS and with open
source more generally, understanding what ”success” means
for the specific member firm.
Define
Approach
Define a roadmap that progressively moves the member firm
towards “success” including specific milestones and a defined
approach.
Drive Results
Execute on the approach, establishing appropriate metrics or
reports to track progress and identify challenges or roadblocks
sooner rather than later.

finos.orgFintech Open Source Foundation
It’s an iterative process...
PLAN REVIEW EVOLVE
Culture eats strategy for breakfast.

finos.orgFintech Open Source Foundation
...with a holistic approach
OPEN SOURCE
READINESS
● Identify key
projects that will
help increase the
motivation and
drive to reach
optimal Open
Source Readiness.
● Proactive support
to progress
through the stages
of Open Source
Readiness to get
full benefit from
the Programs.
OSR + PROGRAMS = MAXIMUM BENEFIT
Full Open Source Readiness enables you to get the
most value out of the programs and community.
PROGRAMS
● Learn about the
existing programs
and which will help
you achieve your
goals and provide a
high level of value
● Identify new
programs that are of
interest to you and
other Members
● Find the right
individuals in your
organisation to
engage in the
working groups and
projects.
Member
Success
Open Source
Readiness
Programs

finos.orgFintech Open Source Foundation
Identifying Opportunities
Trading protocols,
analytics, reporting
Settlement,
confirmation,
reconciliation
Static, reference,
market data
KYC, AML,
Document
Management

finos.orgFintech Open Source Foundation
Now what?
Get in touch!
membersuccess@finos.org

finos.orgFintech Open Source Foundation
finos.org
1117 So. California Avenue
Palo Alto, CA 94304
+1 650.665.9773
info@finos.org

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