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69 changes: 69 additions & 0 deletions source/companies/_index.md
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---
title: Companies and Open Source
url: /companies/
tags: ["companies", "business", "navigation"]
---

# Why your company should participate in ASF projects

All modern digital infrastructure is dependent on open source software,
and **ASF projects are everywhere**.
Companies must think strategically about how they will engage with the
open source projects on which they rely in order to ensure
sustainability, and **influence the direction of these projects** for the
benefit of their customers.

## [Benefits to Companies](/companies/benefits.html)

Active participation in open source projects provides significant
strategic and operational benefits to companies, including talent
acquisition, influence over industry standards, strong company
partnerships, and greater customer trust.<br />
[[Read more ...](/companies/benefits.html)]

## Ways to contribute

There are three primary ways that companies can engage with ASF
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Suggested change
There are three primary ways that companies can engage with ASF
There are several primary ways that companies can engage with ASF

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I fall victim of that far too often - specifying a number of things listed below is just very prone to get wrong when the list grows or shrinks.

projects. Each has costs and benefits that should be carefully
considered.

<div class="row">
<!-- Employ -->
<div class="col-md-4">

### [Employ Contributors](/companies/employ.html)
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Would love to see a different title used here as employing contributors directly has many issues.

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Perhaps this is a "Sponsor Individuals" and the next one is "Sponsor Projects"

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Would love to see a different title used here as employing contributors directly has many issues.

I do think we should mention employment as one of the options (contracting and sponsoring individuals as well) - becaue it's the fact and even welcome that many contributors, committers, PMC members are employees. This is a good thing - for example one that allows Airflow to thrive (amongst other things). But I think we should just be explicit about boundaries of the influence - this is what I wanted to clarify how much influence companies might expect (see my "aligining incentives" proposal).


[![employ](/images/company-employ.jpg)](/companies/employ.html)

Support ASF projects by employing, or otherwise financially supportiong, developers, and other professionals,
who contribute directly to projects.<br />
[[Read more ...](/companies/employ.html)]
</div><!-- End Employ -->

<div class="col-md-4">
<!-- Sponsor -->

### [Financial Sponsorship](/companies/sponsor.html)

[![sponsor](/images/company-sponsor.jpg)](/companies/sponsor.html)

Sponsor the ASF, the Community Over Code conference, project events,
and local meetups.<br />
[[Read more ...](/companies/sponsor.html)]

</div> <!-- End Sponsor -->

<!-- Advocacy-->
<div class="col-md-4">

### [Advocacy](/companies/advocacy.html)

[![advocacy](/images/company-advocacy.jpg)](/companies/advocacy.html)

Companies can advocate for ASF project adoption both publicly and with
their customers, while appropriately using open source project brands.<br />
[[Read more ...](/companies/advocacy.html)]
</div> <!-- End Advocacy-->
</div> <!-- End Row -->

*The Apache Software Foundation welcomes corporate participation that aligns with our mission of providing software for the public good.*
23 changes: 23 additions & 0 deletions source/companies/advocacy.md
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---
title: Open Source Advocacy
url: /companies/advocacy.html
tags: ["companies", "advocacy", "branding"]
---

# Open Source Advocacy

TO BE WRITTEN:

Focus on:
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Can we link to good examples?

* Appropropriate (and inappropriate) ways to associate your own company
with the success of a project.
* Third-party events/conferences
* Respectig brand policy
* Talk directly about ways NOT to use ASF brands
* Ways to train/educate your marketing/sales folks so that you don't end
up burning trust.

Be sure your marketing department understands and respects the [ASF Trademark
Policy](https://www.apache.org/foundation/marks/).

[... To Do ...]
65 changes: 65 additions & 0 deletions source/companies/benefits.md
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---
title: Benefits of Open Source Participation
url: /companies/benefits.html
tags: ["companies", "benefits", "business value"]
---

# Benefits of ASF Participation

Companies that actively participate in ASF projects realize significant
strategic and operational advantages that extend far beyond cost savings.
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I think the introduction in benefits.md is a great place to explicitly mention the value of influence through merit.

How about tweaking the first paragraph like this?

...advantages that extend far beyond cost savings. Key among these is the ability to influence the project's trajectory through employees who have earned committer status. It's important to think strategically...

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...advantages that extend far beyond cost savings. Key among these is the ability to influence the project's trajectory through employees who have earned committer status. It's important to think strategically...

I personally think this is quite against the spirit of the ASF to suggest that this way. Wth the Apache Way, the whole idea is that individuals act on their own behalf, and with the direction of the project not being "skewed" unnecessarily by the fact that the company employs committers and PMC members.

Of course that's a bit of idealistic approach to think that employees interests are neglected by their employees - that would be insane to think tihs is happening. However I think in this case this work in a bit of a different direction (Ideally - according to how ASF model of influence on the project should work).

I think by employing committers and PMC members, what company achieves is not "influencing the trajectory" directly, but making PMC members and committers incentives more aligned with the company interests.

There is a subtle difference there - as a company management you should not be able to "tell" those PMC members what to approve and what to not approve, you can tell them what is the overall direction the company is going and let those PMC members and committers decide what they do - whether it aligns with this direction, or not.

I think "influence the trajectory" might be understood more of "tell employees what changes they should implement and release" - which of course happens. But it has nothing to do with what "committer" status gives. Committers can "approve" things. Anyone can implement them. What you implement and submit as a PR to the project (as employee) is logically different thing that what you "accept" as a "committer". Your employee can tell you to "work on something" but they cannot tell you to "get something merged" - not formally and legally according to the ICLA every committer and PMC member signs.

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I really like your point about 'alignment of incentives.'

Perhaps we can frame it this way: Having employees who are committers ensures that the company's use cases and business context are deeply understood within the PMC. It’s not about a manager telling a committer what to merge (which violates the ICLA), but about the committer bringing a pragmatic, real-world perspective to the decision-making table. This naturally bridges the gap between the project's roadmap and the company's needs.

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I think it's a bit too detailed of a description that has no "i instantly understand it" vibe. I think this is what @rbowen also wants to achieve here (that's my understanding) that the message is "short" and "easy to grasp" even by somoene who does not understand how Open source works in detail - so this should be rather on a "slogan" side of things.

So in a sense "influence project trajectory" is a good "slogan" - even if ti can be a little too much crossing the "line" that ASF puts on the project decision making.

I would rather formulate it in a way that is positive, but also asserively sets the boundaries and is very "open" about communicating ASF position. For example:

"While companies, cannot directly influence direction of the project, when you hire committers and PMC members, their incentives are naturally more aligned with your company goals".

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"While companies, cannot directly influence direction of the project, when you hire committers and PMC members, their incentives are naturally more aligned with your company goals".

I like the alignment angle. Just a nit: Starting a 'Benefits' section with a negative ('While companies cannot...') might be less appealing. How about we flip it to focus on the positive 'bridging' aspect first?

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But companies can directly influence the direction of a project. That's something that we actively solicit, and should optimize for. I'm not a big fan of pretending that's not the case. It leads to pretty actively confusing companies. We ask them to participate, and scold them when they do. This entire set of documents is explicitly intended to combat that.

(Other remarks here seem to be about previous versions of this doc that no longer survive, so I'm not sure what they're in reference to. Perhaps another pass is warranted?

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But companies can directly influence the direction of a project.

I am not saying it's different. Quite the contrary. I am even proposing to explain how (by aligining incentives). What I am really telling that "influence the project" is ambiguous. And can be understood differently. There are quite a few projects that have more influence than what we want - maybe because we leave the "influence" up for interpretation. I think it should be clear that "people" have decision making power, where their decisions might be subject to having aligned incentives.

That leaves explicitly power for the people to decide, where companies might only do everything to make people incentivised, but not telling them what to do. I think being explicit is better than implicit here. Having explicit statement about it so that those people can simply send links to their employees - "look I am just following what ASF expects, and my decision is different than what you asked me to do" is very powerful for the individuals.

If we leave it as "influence", then the manager will be entitled to say "but ASF wrote that I can have influence, so they want you to follow what I tell you".

I think It's a chance to not be vague about it. But be very clear that we expect employees who contribute to ASF to make their own decisions. Just stating it at the page where we say "companies can have influence" does not seem a bad idea I think?

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I like the alignment angle. Just a nit: Starting a 'Benefits' section with a negative ('While companies cannot...') might be less appealing. How about we flip it to focus on the positive 'bridging' aspect first?

It might be cultural difference where I prefer to say "be careful, but do it" rather than "do it, but be careful". But I am perfectly OK with it as long as it is clear that the decision making stay with individuals who contribute - no matter their "employment/contracting" status. And that it's ok if their decisions are different than their employees/ This is where "aligining the incentives" play a big role - because it means that they cannot "expect" that people will follow their goals, but that they should make it so that their employees want to do so.

It's important to think strategically about how, where, and why you will
participate and measure impact.

## Influence the roadmap

While it can sometimes take months, or years, to gain expertise and
trust in an established community, showing up to do the daily
project maintenance -- issue and PR triage; reviewing PRs; planning and
executing community events; answering user questions -- you'll quickly
begin to establish that you can be trusted, which will make it easier
for you to influence the direction of the project.

Decisions about the direction of Apache projects are made by the people
who show up to participate in the conversation. If you don't join the
conversation, then your competitors will decide how tomorrow's
technology will shape up.

Make sure someone on your team is reading the project [mailing
lists](https://www.apache.org/foundation/mailinglists.html) every day,
and advocating for your priorities. That's what community means --
showing up to own the future of the project.

While trust does not necessarily transfer to other employees, over time,
as project participants see your company actively contributing to the
project, and demonstrating ownership, they'll be more willing to work
with you.

## Recruiting

By working upstream on projects, you directly showcase to potential
employees what they might be working on. This helps attract the right
kind of talent to work on your priorities, and they'll begin to see your
company as a partner in the project, and an attractive place to work.

Being involved in the day-to-day life of the project
gives you direct access to the most qualified people in the world to
work on your team. And you know they'll be arriving with the skills you
need.

## Business and Strategic Advantages

For more than 25 years, the ASF has been a place where industry
standards have been set and implemented. Collaborating in those
projects is the most effective way to shape industry standards and best
practices. You'll be building trust with current and potential
customers, and building strategic partnerships with other companies
working in the same space.

And by collaborating with your peers on the common tasks, you'll be able
to better focus on your unique business differentiators.
Collaborate on what all share; Compete where you excel.

*The benefits of open source participation compound over time, creating
sustainable competitive advantages and fostering innovation that drives
long-term business success.*
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---
title: Employing Open Source Contributors
url: /companies/employ.html
tags: ["companies", "employment", "contributors"]
---

# Employing Open Source Contributors

If your business relies on an open source project, employing, or
otherwise financially supporting,
contributors to the project is the most effective way to ensure that
your priorities are reflected in project decisions.
(See also [Recruiting and Employee
Satisfaction](/companies/benefits.html#recruiting-and-employee-satisfaction))

This goes [far beyond code contributions](/contributors/non-code.html),
although that is the most obvious and visible way that you can participate.

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So how do companies find these people to support?

## Effective ways to contribute

While many companies contribute here and there to open source projects,
having a carefully considered strategy for doing so will lead to more
consistent, measurable results, and greater influence in the project's
decisions and roadmap.

### Allocate Dedicated Time

Earning trust in open source projects takes consistent engagement, and
visibility to the community. Thus, having guaranteed dedicated time to
focus on upstream work will result in better long-term results.

Giving employees a specific time allocation - 10-20% of their schedule
is typical - will ensure that they remain visible to the community, and
are able to have focused time to build their skills.

Trust earned by one contributor does not necessarily rub off on your
other employees. So don't assume that you can just swap out one employee
for another.

### Recognize Contributions

Include open source contributions in performance reviews and career
advancement considerations. Define specific metrics, such as PRs
accepted, reviews, public speaking engagements, or promotion to
committer or PMC member, which are tied to promotion opportunities. This
will help employees feel appreciated, and communicate that engagement in
open source projects is not considered charity or altruism, but is a key
part of company goals.

### Support Conference and Meetup Participation

Fund employee attendance at relevant conferences and encourage speaking
opportunities. Understand that attending conferences is primarily about
creating opportunities to collaborate with peers, and this, in turn,
will accelerate your business priorities.


## Support individual contributors

Supporting individual contributors financially (via B2B contracts,
individual sponsorships, fellowships, and third party sponsor programs)
can be a very effective way to contribute to a project if you don't have
full-time positions available on your payroll.

### Bug bounties



### Sponsor programs

(Github sponsors, outreachy, etc, etc)

### what else goes here?


## Project Independence

Project independence is a central tenet of the ASF, and one of the most
common places that companies misstep in their interactions with ASF
projects.

Take time to understand ASF ethos, the [ASF Trademark
Policy](https://www.apache.org/foundation/marks/), and the reasons why
we value project independence. Trust takes a long time to earn, but can
be burned very quickly by misusing a project's brand.

There are several very practical ways that you can contribute to overall
project health, while earning trust for your contributors.

### Broad project ownership

Ensure contributions align with long-term project goals rather than
solely short-term company priorities. That ensures that the project as a
whole remains healthy.

Companies that focus only on contributions that support their own
specific business model quickly identify themselves as not valuing the
overall health of the project. It also makes it very difficult to
attract broader community interest in your proposed changes, since they
are seen as self-serving.

### Chop wood, carry water (Routine maintenance)

Open source communities sometimes use the phrase "chop wood, carry
water" to talk about doing the mundane maintenance tasks that are
required to keep a project going.

Many companies focus only on the flashy new features, and ignore the
fact that a software project needs daily care to keep going.

#### Triage

Participating in the weekly triage of new issue reports and pull
requests keeps a project healthy. It ensures that the project does not
appear abandoned. And it exposes your team to parts of the project on
which they would not otherwise gain expertise.

It also identifies your contributors as people who care about the
overall health of the project, which, in turn, earns trust and increases
the community's willingness to work with you.

Be sure to explicitly give your employees time to do these tasks.

#### Infrastructure

While the physical infrastructure behind ASF projects is maintained by a
[team of paid professionals](https://infra.apache.org/), there's more to
project infrastructure than that. Keeping the CI system running
effectively, understanding what supplementary infrastructure the project
depends, on, and generally being useful are key ways to ensure the
sustainability of the project.

For projects that provide infrastructure, or other cloud services,
donating these to the project (talk to infra about how!) is critical to
the health of ASF projects.

#### User support

Answering user questions is the very best way to understand the pain
that your own customers are experiencing with the project. It will make
you more responsive to them, and build your own expertise, in a way that
no other activity will do.

### Transparency

Many companies value secrecy in their roadmap, as they believe that it
gives them a competitive advantage in the market.

This is in tension with the open source focus on transparency and
collaboration. Finding an appropriate balance is key to your successful
participation in ASF projects.

Being transparent about your company priorities has several positive
outcomes.

#### Avoid conflicts

Telling the project what you will be working on can avoid conflicting
with other work that is going in a different direction. The project can
discuss your plans, and compromise on a mutually agreed direction,
saving you time going down a path which will ultimately get rejected.

#### Attract collaborators

It can be a way to identify people from outside your organization who
share the same priority, who may work with you to achieve your goals,
and, in the process, provide ideas and innovation that you may have
missed had you done the work yourself behind your company walls.

#### Earn trust

It always comes back to earning trust. Being transparent about your
priorities shows the project what you care about. It doesn't leave them
guessing about your ulterior motives. The more you do this, and the more
you live up to what you say you're going to do, the more the project
will be willing to work with you.

## Getting Started

1. Identify projects your company already uses or depends on
2. Connect with existing contributors in your organization
3. Start with small, manageable contributions
4. Consider sending a weekly/monthly update to the project dev list
about what you're focusing on. (Discuss this with the project first
to be sure it's welcome.)
5. Build relationships within project communities
6. Gradually increase involvement and responsibility (See [Becoming a
committer](/contributors/becomingacommitter.html))

*Companies that invest in employing open source contributors create a sustainable model that benefits the entire ecosystem while building internal expertise and community relationships.*

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---
title: Financial Sponsorship of Open Source
url: /companies/sponsor.html
tags: ["companies", "sponsorship", "funding"]
---

# Financial Sponsorship

The sustainability of our projects relies on consistent funding for
infrastructure, legal services, marketing, events, and many other
expenses. Financial sponsorship is a direct way to participate in
keeping the lights on.

## ASF Sponsorship

Companies can sponsor the ASF with an [annual
donation](https://apache.org/foundation/sponsorship.html),
[conferences sponsorship](https://communityovercode.org),
targeted donations to a particular project, or in-kind donations of
products or services.

## Event and meetup sponsorship

In addition to the [main ASF conference](https://communityovercode.org),
many ASF projects have their own events. These are usually listed on
[events.apache.org](https://events.apache.org), and announced within the
project community itself.

Sponsoring, and speaking at, these events, is perhaps the fastest way to
raise your profile in a project community, and for your employees to
earn trust and visibility within the project.

Supporting local gatherings of open source enthusiasts is a great way to
foster community growth, and can help your company attract and retain
experts in your employ.

See also the [Apache Local
Communities](https://cwiki.apache.org/confluence/display/COMDEV/Apache+Local+Community+-+ALC)
for local and regional groups where you can engage with other ASF
enthusiasts.


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