[this sponsor case study is available online at https://s.apache.org/jKNc ]


with Kevin Fleming, Head of Open Source Community Engagement and Member of the 
CTO Office at Bloomberg

Kevin has spent more than 20 years in the technology industry. In 2004, he 
started a VOIP service provider company and chose Asterisk as his platform. 9 
months later he was offered a position at Digium to work on Asterisk full-time. 
After seven years of developing and managing the Asterisk project, and helping 
to design and build the Asterisk SCF project, he moved on to Bloomberg LP, 
where he works with various teams to help produce and support Bloomberg's open 
software, used by its customers and partners to integrate with the Bloomberg 
Terminal. Follow @realkpfleming and @TechAtBloomberg on Twitter.

- - -

 “ASF's very explicit statement that every participant 

in a project is participating personally is really 

a big differentiating factor to the other models.”

- - -

Q: How did Bloomberg's work with Open Source begin?

Bloomberg has been a consumer of Open Source software for decades, but our 
involvement as a community collaborator and contributor began in earnest about 
seven years ago. That was a result of a company-wide decision to begin using 
Open Source tools in the development of our applications and infrastructure 
when possible, instead of commercial or proprietary tools.

Open Source tools are important to us because, when a tool’s source code is 
available, you have the flexibility to understand how it works, to modify it, 
and to support it by yourself, and you don’t have to rely on a vendor who might 
go away or whose priorities might change. That's not to say that there aren’t 
vendors who support their Open Source tools, because there are, but we're not 
locked into a channel model. Open Source tools give us control over our own 
destiny. If something becomes important enough to us, we can form an internal 
team to provide support and enhancements for that tool and the team can 
contribute those enhancements back to the Open Source community, if appropriate.

Q: Why Apache? How is Bloomberg involved with the ASF, and for how long?

Bloomberg has been involved with the ASF for almost all of the seven years that 
we've been an active participant in the Open Source community. Apache is the 
home of dozens of Open Source projects that are fundamentally important to us. 
These tools support our data science workflows, data processing workflows, and 
web services, as well as other internal and external services that the company 
operates.

It's important to us that the organization providing a project's home is able 
to effectively support the project, and we want developers that work on 
projects in the Apache organization to focus on actually developing software, 
without having to spend time managing infrastructure (like bug trackers, source 
code repositories, and related tools). Contributors to Apache projects can 
focus on their own project because of the support from the foundation that 
these projects receive.

Q: Why is support for foundations such as the ASF important? How does helping 
the ASF help Bloomberg?

Supporting organizations like the ASF is important to Bloomberg because of its 
governance model. Every participant in one of these Open Source projects has 
equal representation and footing, and developers are valued based on the merits 
of their contribution. Projects operating under a different governance model 
might not offer same type of participation for developers unless their company 
has made a significant financial contribution to the organization. Bloomberg 
participates in those types of organizations as well, but we strongly prefer 
those that allow everyone to participate. Not only can input come from a 
broader community, but also this allows contributors with a varied level of 
experience to participate in projects.

Contributors on these projects aren't only developers; they also include people 
with varied skills like documentation, project management, and marketing. 
Sometimes a project's decision-makers don’t write any code. While useful tools 
are developed within both governance models, the way an Apache project's 
roadmap is set, planned, and decided upon is what's important to us.

Q: What sets the ASF apart from other software foundations or consortia?

The one really significant difference from other charitable foundations that we 
also support is the ASF's governance model. ASF's very explicit statement that 
every participant in a project is participating personally is really a big 
differentiating factor to the other models. 

Q: What does 'The Apache Way' mean to Bloomberg? What makes 'The Apache Way' 
special?

As a result, meetings held to discuss the next major phase of an Apache 
project's development don't feel like any company has a representative group. 
ASF's policy states that you're there representing your own personal interests 
and not anyone else's. Even though I may know where everyone in the room works, 
it doesn’t matter and is not relevant. That doesn’t mean you can't say 'the 
company I work for uses this piece of software in a certain way,' and obviously 
the way you use the software will impact your opinion, but you don’t make 
suggestions because that’s what your company wants. Your decisions about a 
project should be influenced by what you think is best for the broader 
community. A contributor's entire currency is based on their contributions and 
how the community values their participation.

Q: Do you have any guidelines for promoting innovation? There is no limit with 
Open Source: how do you stay focused?

We often have to consider different solutions because of changing business 
requirements, new types of systems to manage, or some other reason. We strongly 
encourage people to take a few steps back from their daily work of maintaining 
our systems to think about what the service may need to support in the future. 
We want to know if we're using the right tool, if we should use something else, 
or if we should improve an existing tool.

We strongly encourage people to consider that they're not just delivering a 
service today and that they don't want that service to be irrelevant to clients 
six months down the road. They need to build applications and provide databases 
and services that have the right functionality that meet our clients' present 
needs. But, you also have to choose solutions that can grow with you and that 
you can grow, and you have to be able to take technology in the direction you 
need it to go. You can do this with Open Source easier than you can with a 
commercial, off-the-shelf solution.

Q: How does Apache fit into Bloomberg's long-term strategy/plans?

It's strategically important to us to ensure that the ASF continues to be a 
place where new, interesting, and exciting Open Source projects want to go to 
as their home. As these projects evolve beyond just a few people putting code 
up on GitHub, they can receive the benefits and support that ASF has to offer – 
this is a good thing for Bloomberg and the greater Open Source community.

QL Money is just one way to support the ASF. How else do you contribute? What 
recommendations do you have for others to participate?

We participate in helping the ASF decide how best to support organizations like 
us, and we look for ways to further help the ASF through regular conversations 
with them. We help spread the word about how Apache projects are run and why 
that's valuable and important – marketing and evangelizing is another way we 
contribute to the overall health of the community and the projects to which our 
developers contribute.

There are a few different models for how people can contribute to Apache 
projects. We have some employees who contribute outside of work, in their 
personal time. On the other end of the spectrum, we have staff that spend most 
of their day working on Open Source projects, including reviewing patches that 
aren't contributed by Bloomberg employees. These Open Source projects are 
important to Bloomberg, and this work ensures that the projects move forward. 
Of course we also have team members who contribute to projects as the need 
arises, which may mean that they contribute to a dozen (or more) projects in 
any given year.

We also host collaborative weekend sprints that are focused on a specific Open 
Source project or group of projects. Between 50 and 100 people attend these 
events with project leaders so they can learn how to become contributors to 
that specific project, and we provide the support system so they can 
participate. We ask people to break up into teams so they can, while working as 
part of a small group, tackle open items on the project's 'to do' list. The 
groups dive in and try to figure out how to solve each problem, and experts are 
available to help when people get stuck or to merge participants' PRs on the 
spot.

For some of those attending, this may be their initial contribution experience, 
and it's important that this experience is very collaborative, friendly, and 
productive. The goal of these events is to train people to be Open Source 
contributors. While the sprint might not be for an Apache project, some 
participants end up contributing to Apache projects in the future. Once someone 
becomes a contributor, they become more comfortable with the process and know 
what to expect, and they're able to translate that experience to subsequent 
projects.

Q: How does it feel to be able to offer this level of support?

We're pleased to be able to participate and encourage more companies to sponsor 
the Apache Software Foundation. Everyone wins when everyone collaborates.

# # #

Sponsors of The Apache Software Foundation such as Bloomberg enable the 
all-volunteer ASF to ensure its 300+ community-driven software products remain 
available to billions of users around the world at no cost, and to incubate the 
next generation of Open Source innovations. For more information sponsorship 
and on ways to support the ASF, visit 
http://apache.org/foundation/contributing.html . 

= = =

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