The document provides an overview of the IEEE-ISTO (Institute of Electrical and Electronics Engineers - Industry Standards and Technology Organization). It discusses: 1. The background and history of IEEE-ISTO since 1999, including its affiliation with IEEE and role as a forum for consortia. 2. The synergies between IEEE-ISTO and IEEE-SA (Standards Association), allowing each organization to benefit and meet customer needs through complementary standards processes. 3. IEEE-ISTO's vision, mission, board of directors, current programs, and areas of expertise like program management, conformity assessment, and interoperability testing.

1. The ISTO: An Overview and
Focus on Conformity Assessment
Peter Lefkin
Marketing and Business Development Executive
IEEE Conference on Product Certification and
Conformity Assessment
2 June 2009
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2. Background
 10 year anniversary (1999-2009)
– Affiliated with the IEEE and the IEEE Stds. Assoc.
– Independent 501(c)(6) Not-For-Profit Corporation
– Complement to the IEEE-SA
– 40+ programs since inception
 Forum under which consortia (e.g., trade
association) can be organized.
– Flexible processes and procedures.
– Extends the scope of standards-related activities
the IEEE is able to support.
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3. IEEE-ISTO + IEEE-SA =
IEEE Center for Standards
Synergies between the two organizations produce opportunities and benefits for
both that neither could enjoy alone
“Formal Standards” “Consortia Process”
IEEE-SA IEEE-ISTO
• Consensus •Market Driven
•Openness • Focused on
Implementation and
•Due Process Adoption
• Formal Processes • Proactive Marketing
IEEE has best of both worlds - able • Customized Process
to meet the needs of its customers
#3 through complementary processes

4. Vision and Mission
Vision
To be the premier trusted partner of the global
technology community for the development,
adoption, and certification of industry
standards.
Mission
To facilitate the life cycle of industry standards
development through a staff committed to
neutrality, quality, and member
satisfaction.
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5. 2009 Board of Directors (6)
– Jon Adams, Business Development, Wireless
Connectivity Organization, Freescale
– Gerald T. Lane (Chairman) – Director, Open
Source and Standards Project Office, IBM
– Roger Martin, Director of Standards, AOL
– Marco W. Migliaro, President and CEO, IEEE-
ISTO
– Bill Smith, Director, Business Alliances, Sun
Microsystems
– Don Wright, Director of Standards, Lexmark
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6. Current Programs (14)
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7. Why ISTO?
Org Structure Areas of Core Competency &
 Legal Infrastructure Experience
 Insurance  Program Management and
Administration
Cost / Time to Market – Consortia / Trade Association
 “For Industry…Not-for- formation and day-to-day
Profit” management
 Economies of Scale  Membership
 Best practices  Marketing and
Communications
 Turn-key / As-Needed
Support  IT
 Established  Finance and Accounting
#7 Relationships  Conformity Assessment

8. Offerings and Secretariat Resources
Program Management Marketing / PR
 Formation / Launch  Promotion, Marketing,
Support and Press Relations
 Strategic Planning  Meeting and
and Implementation Conference
 Membership Management.
 HQ Office and Identity
Conformance and
 Record Keeping Interoperability
 IP Mgmt. and Admin. Testing
Finance / Accounting IT
 A/R ; A/P ; Cash  On-Line Support and
#8 Management Applications

9. IEEE-ISTO: Activities
 Technology development activities do not
necessarily stop with the publication or
approval of a standard
 Promote resulting technologies to gain
market acceptance, support implementation
and product development
 IEEE-ISTO supports both development and
post-development activities
– Community Development, Certification,
Conformance Testing, Proactive Marketing,
Branding, Interoperability Demonstrations and
Plugfests, among other activities
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10. Focus on: Conformance and
Interoperability
Going Beyond the Standards….
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11. Typical Program Lifecycle
Formation / Launch
3-12 Months
Organization and Community Development
Post formation - 6 months +
Promotion of Deliverables and
Evangelism (e.g., Specs, Brand, Compliant Products)
1 year through lifespan
Compliance and Interoperability
(e.g., Specs implemented in Products) 2 years - lifespan
Time – 2 - xx years
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12. Current (and Past) Experiences
Current Programs
Past Programs
(Currently basis for
OMA TestFests)
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13. One Size Does Not Fit All…
 Self-Assertion  Third-party Testing
– With or without Test  Interoperability Testing
Suites (public/private)
– With or without 3rd – To improve
party verification development (product
 Reference Software and stds)
– For Testing – For branding
– To bootstrap
Development
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14. ISTO Roles - Conformance and Interoperability
 “Trusted Zone”  Interop Test Events
Administrator – Plan, Host, Manage, On-site
– Neutral 3rd Party Coordination and Setup,
 Development of Process Test Schedules, Remote
Testing, Registration,
Documentation Network Setup
– Legal Docs – Trademark
License Agt., NDA, Policies,  Certification Authority
Logo and Trademark Usage – Issue certificates / results
Guidelines – Maintain directory of
– Registration of Global compliant/interoperable
Trademarks with Legal products
Counsel Support – Problem Reporting
– Budget / Pricing Strategies  Brand Administration
– Facilitate development of
technical documentation  Coordination / Negotiation
• Static Conformance / Contract with 3rd Party
#14 Requirements Labs

15. ISTO and the
XYZ Testing Initiative:
A framework for collaboration
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16. “XYZ Testing Initiative”
 Organized as a independent program of ISTO
 A program organized by its Founders
– Led by a Board or Steering Committee
– Flexibility to develop unique rules and procedures
– Ability to invite only Founders participation during formation
period
– Working Groups form to progress work
 Legal Infrastructure and Operational Support provided
by ISTO
– Turnkey 501(c)(6) nonprofit umbrella
– Insurance coverage
– Support provided as agreed to between ICAP and Founders
• Can scale-up or scale down as necessary
• Support can evolve over the lifespan of the Organization
 ISTO and Founders partner to facilitate formative
activities and structure
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17. XYZ Testing Initiative and ISTO
As an ISTO program, the Initiative will….
 Maintain unique identity  Accommodate unique IP
and flexibility in direction procedures
and actions  Legally exist
 Operate under unique  Operate w/o risk
set of tailored rules and associated with
procedures unincorporated assoc.
 Maintain complete  Utilize resources on an as
control of budget, needed basis
operational expenses  Easy startup and disband
and direction
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18. Additional Information
Questions?
Peter Lefkin
Marketing and Business Development Executive
IEEE-ISTO
Tel: +1 732 562 3802
peter.lefkin@ieee-isto.org
http://www.ieee-isto.org
@ieee-isto / @standardstweet
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