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= Introduction =
= Introduction =
[[Image:4Foundations.png‎|border|frame|right|The Fedora Project 4 Foundations]]
[[Image:4Foundations.png‎|border|frame|right|The Fedora Project 4 Foundations]]
{{admon/note| Note from the author:| This SWOT Analysis was produced not only to translate the reality of the Fedora Project through my eyes, but also to highlight some methodology that can be useful in the future for anyone willing to give continuity to this work. A SWOT is a tool used by Marketing Management to provide a self assessment of a project or venture and help to provide a good strategy for it. I believe it is an important tool and I will try my best to make it simple and easy to understand.
I'm placing my efforts to translate the Fedora Project reality according to my own conceptions and knowledge about it. I understand the 'community' factor involved, but see it this way: if Fedora Project hired an independent consultant to perform this work, it would also translate their view, not YOURS or the Community or Fedora.}}


The [http://en.wikipedia.org/wiki/SWOT_analysis SWOT Analysis] is a tool to provide a self assessment of a project/organization/venture that provides useful output to help on the strategical planning of the very same project/organization/venture.
The [http://en.wikipedia.org/wiki/SWOT_analysis SWOT Analysis] is a tool to provide a self assessment of a project/organization/venture that provides useful output to help on the strategical planning of the very same project/organization/venture.
This was the very first challenge I proposed myself when I joined Fedora Marketing Group. I've chosen to do this for several reasons, being by far the most important of them the fact that I wanted to understand the project.
This was the very first challenge I proposed myself when I joined Fedora Marketing Team. I've chosen to do this for several reasons, being by far the most important of them the fact that I wanted to understand the project.


The subject of this document is the [http://fedoraproject.org Fedora Project] as a community that produces a product known as [http://fedoraproject.org/get-fedora Fedora Linux], one of the most known Linux distributions available for several audiences, from Linux enthusiasts to Software Engineering Professionals, from students to power productivity users, and everyone else who wants to give it a go as an alternative to proprietary software available from several companies.
The subject of this document is the [http://fedoraproject.org Fedora Project] as a community that produces a product known as [http://fedoraproject.org/get-fedora Fedora Linux], one of the most known Linux distributions available.  


To better understand the [http://fedoraproject.org Fedora Project] it is recommended to understand the [http://fedoraproject.org/wiki/Foundations 4 Fedora Foundations], which provide the basis of the [http://projectfedora.org Fedora Project] identity.  
To better understand the [http://fedoraproject.org Fedora Project] it is recommended to understand the [[Foundations|4 Fedora Foundations]], which provide the basis of the [http://projectfedora.org Fedora Project] identity.  
Another relevant document to understand the [http://fedoraproject.org Fedora Project] is the current developing version of the [https://fedoraproject.org/wiki/Marketing/MarketingPlan Fedora Marketing Plan] which presents interesting information regarding several factors of the [http://fedoraproject.org Fedora Project], some of this interest factors are:
Another relevant document to understand the [http://fedoraproject.org Fedora Project] is the current developing version of the [[Marketing/MarketingPlan|Fedora Marketing Plan]] which presents interesting information regarding several factors of the [http://fedoraproject.org Fedora Project], some of this interest factors are:


* [https://fedoraproject.org/wiki/Marketing/MarketingPlan#User_base_of_tomorrow Future User Base];
* [[Marketing/MarketingPlan#User_base_of_tomorrow|Future User Base]];
* [https://fedoraproject.org/wiki/Marketing/MarketingPlan#Spread_the_brand Brand Notoriety];
* [[Marketing/MarketingPlan#Spread_the_brand|Brand Notoriety]];
* [https://fedoraproject.org/wiki/Marketing/MarketingPlan#Build_on-ramps Approach and User Enrolment];
* [[Marketing/MarketingPlan#Build_on-ramps|Approach and User Enrolment]];


There are other interesting factors that are introduced in the [https://fedoraproject.org/wiki/Marketing/MarketingPlan Fedora Marketing Plan], but I will focus only on the three mentioned above because they are the most complete and relevant for the upcoming contents displayed on this document.
There are other interesting factors that are introduced in the [[Marketing/MarketingPlan|Fedora Marketing Plan]], but I will focus only on the three mentioned above because they are the most complete and relevant for the upcoming contents displayed on this document.


This document is composed of the following sections:
= SWOT Analysis =
* '''[https://fedoraproject.org/wiki/Marketing/SWOT#Introduction Introduction]''' - A small introduction to the document and the topics to that compose the same.
A [http://en.wikipedia.org/wiki/SWOT_analysis SWOT Analysis] is a diagnostic tool used by Marketing Management to evaluate a project or venture strategically and that should provide output information to solve existing problems or to provide strategical guidance through possible threats or opportunities.
* '''[https://fedoraproject.org/wiki/Marketing/SWOT#Internal_Environment Internal Environment Analysis]''' - An analysis to the Internal Environment of the [http://fedoraproject.org Fedora Project] which consists on highlighting and understanding a set of key factors that can be fully controllable by the [http://fedoraproject.org Fedora Project] and that will qualify as '''Weaknesses''' and '''Strengths'''. This factors are to be selected as a self-assessment of the project and will be evaluated under a methodology explained later.
To better understand the concept behind the SWOT Analysis we will provide a simple example to work as a metaphor for easier understanding of this process.  
* '''[https://fedoraproject.org/wiki/Marketing/SWOT#External_Analysis External Analysis]''' - An analysis of the External Environment of the [http://fedoraproject.org Fedora Project] which will provide a set of key factors, those that can not be in any way controlled by the [http://fedoraproject.org Fedora Project] and that might act as '''Opportunities''' or '''Threats''' to the project. They will be evaluated under four factors (Economy, Social/Demographic, Politic/Legal and Technological) that will be introduced later on.
* '''[https://fedoraproject.org/wiki/Marketing/SWOT#Analysis_and_Proposals_for_Action Analysis and Proposals for Action]''' - The last part of the document will be an analysis from the SWOT itself (including Matrix) with a set of proposals for action to correct the possible points that might require immediate action from the [http://fedoraproject.org Fedora Project].
* '''[https://fedoraproject.org/wiki/Marketing/SWOT#Critical_Factors_for_Success Critical Factors for Success] & [https://fedoraproject.org/wiki/Marketing/SWOT#Comparative_Analysis Critical Comparative Analysis]''' - This points might not qualify for a typical SWOT Analysis, but they are of relevance and they should be present in this case, therefore I've taken the liberty of introducing them on this document.


= SWOT Analysis =
Some of us in our free time like to go fishing, even if it is casual fishing. When you go fishing there are factors involved, some you can actually manipulate, while others you can only act upon them. Imagine the following:
A [http://en.wikipedia.org/wiki/SWOT_analysis SWOT Analysis] is often divided in two different analysis, both very important for the strategical planning.
* The factors you can control - this is everything you have direct influence on, for example, your baits, the fishing pole and the place where you want to go. All of this you can define it by yourself having in mind that your objective is to fish something. The quality of the bait and the fish kind you want to fish is important for the outcome of your fishing session, the same could apply for your fishing as you won't use a small river fishing pole to go fish on the sea, or even the time you choose to fish. All of this you can control to handle the outcome of your fishing venture. In Management and in Marketing also, this set of factors are usually called ''Internal Environment'', and it stands for everything you can directly control. This qualify in Strength's and Weaknesses. As an example, it's a strength to use better quality bait, while it's a weakness if you use lower quality bait.
{{Quote|As a rule, men worry more about what they can't see than about what they can.| Julius Caesar}}
* The factors you can not control - this set of factors you can't control, but you need to act upon them as they influence your fishing venture. For example, you can not control the tides, but you can select a time of the day when the tide is favourable to you. Off course the tide has influence for the success of your fishing venture. In Management and Marketing we call this set of variables that you not control, just act upon as ''External Environment'' and it qualifies as Opportunities or Threats. For example a low tide if you go fishing by boat is a threat to your fishing venture, while if it is a high tide, it's an opportunity instead.
* '''External Environment''' - This will define the '''Threats''' and '''Opportunities''' of the Project and none of this factors can be controlled by the management, or in this case the [http://fedoraproject.org Fedora Project]. The '''External Environment''' is based on the following factors:
 
** '''Demographic/Social Factors''' - An analysis based on social and demographic factors. Given the nature of the Fedora Project it is also important to look at geographical data.
For this SWOT Analysis we are contemplating the following:
** '''Technological Factors''' - The technological factors in the Industry.
* [[Marketing/SWOT#Internal_Environment|Internal Environment]] - Composed of [[Marketing/SWOT#Strengths|Strengths]] and [[Marketing/SWOT#Weaknesses|Weaknesses]], all factors that can be changed or ruled by the [http://fedoraproject.org Fedora Project]. We will evaluate them according to the 5M methodology which is based on 5 topics: men, machines, means, measures and methods, keeping in mind 3 key concepts: Quality and Management, Performance/Performance Improvements and Technology.
** '''Politic/Legal Factors''' - Legal and Politic factors. Factors like licensing and legislation are contemplated here.
* [[Marketing/SWOT#External_Analysis|External Analysis]] - Composed by [[Marketing/SWOT#Opportunities|Opportunities]] and [[Marketing/SWOT#Threats|Threats]], this are the topics that the management can't directly control, just act upon. This are evaluated under the following topics: Political/Legal Factors, Social/Demographical Factors, Technological Factors and Economical Factors.
** '''Economical Factors''' - The economical factors.


* '''Internal Environment''' - The internal environment provides the '''Strengths''' and '''Weaknesses''' of the [http://fedoraproject.org Fedora Project]. All this factors can be controlled by the Fedora Project and they are being evaluated according to:
In a third stage, the SWOT Analysis presents a conclusion which is the relation of all the data analysed previously and will outcome in a set of measures to apply in order to correct any problems detected or act upon possible threats and opportunities.
** '''Men''' - Defines factors related to manpower, this includes contributors, enthusiasts, audience that is involved with Fedora, payed contributors and sponsorship in operational fields.
** '''Measures''' - The course of action taken to achieve the goals proposed, highly theoretical.
** '''Means''' - The operational field that implements '''measures''' on the operational theatre.
** '''Machines''' - The intellectual capital and physical support used to produce Fedora Linux, including infra-structure which is shared with other points.
** '''Methods''' - The methods used to weight '''measures''' and '''means'''.


The SWOT Analysis should provide information helpful in evaluating the Project's resources and capabilities to the competitive environment in which it operates. This is a instrumental resource in strategy formulation and selection.
The main goal behind this SWOT Analysis is to provide the Fedora Community and Fedora Project with a method to perform future SWOT Documents. It was thought to comply with the methodology proposed and to provide a valid practical document easy to modify according to future needs. There is also some academical value on this, as the present document tries to explain some concepts so that the Fedora Community can understand why we do this, how and why it is relevant.


== Internal Environment ==
== Internal Environment ==
{{Quote|It is more important to do what is strategically right than what is immediately profitable.| [http://pt.wikipedia.org/wiki/Philip_Kotler Philip Kotler]}}
The Internal Environment Analysis is a self assessment of the Fedora Project based on all the factors that the Fedora Project can control directly. From this Analysis we will identify factors that will classified under '''Strengths''' or '''Weaknesses'''. This factors are to be taken into consideration related to the following aspects:
The Internal Environment Analysis is a self assessment of the Fedora Project based on all the factors that the Fedora Project can control directly. From this Analysis we will identify factors that will classified under '''Strengths''' or '''Weaknesses'''. This factors are to be taken into consideration related to the following aspects:
* Quality and Management
* Quality and Management
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* Infra-structure (physical and intellectual) for this analysis is a part of the 'product' Fedora Linux;
* Infra-structure (physical and intellectual) for this analysis is a part of the 'product' Fedora Linux;
* The group of people, sponsors, contributors, enthusiasts, etc, behind the 'product' Fedora Linux is the Fedora Community;
* The group of people, sponsors, contributors, enthusiasts, etc, behind the 'product' Fedora Linux is the Fedora Community;
* The audience is defined by the information on [https://fedoraproject.org/wiki/Marketing/MarketingPlan Fedora's Marketing Plan].
* The audience is defined by the information on [[Marketing/MarketingPlan|Fedora's Marketing Plan]].


=== Strengths ===
=== Strengths ===
==== Men ====
[http://fedoraproject.org The Fedora Project]  manages many synergies around it, some of them are '''Strengths''', factors that provide positive synergies for the project.
Men; manpower related (no gender discrimination). This are [http://fedoraproject.org The Fedora Project] strong factors when it comes to manpower.  
 
The topics presented bellow are identified as related to '''Men''' in the scope of manpower. The human masses behind the Project Fedora that design, develop, package and distribute Fedora Linux. This include paid and voluntary contributors.
{{admon/note|[[User:Nmarques|Nelson Marques]]|While approaching the Payed/Sponsored contributors, I would like the reader also to be mindful that in Fedora Linux there are many other paid/sponsored contributors represented by other FOSS Projects. Due to the nature of the SWOT Analysis, only [http://www.redhat.com Red Hat Inc.] contributors were contemplated. This doesn't mean we don't credit other companies which sponsor other FOSS Projects such as [http://www.gnome.org GNOME], [http://www.kde.org KDE] ''et al'', but it falls out of the scope of things the Fedora Project can control. The Fedora Project and the Fedora Marketing Team would like to leave a word of gratitude to all of those who contribute to FOSS Projects, payed and voluntary non-paid. We all are Fedora!}}


===== Payed Contributors =====
==== Sponsorship - Red Hat Inc. ====
Everyone that is contributors and sponsored/employee of another for their time around the Fedora Project. The Fedora Project has certain strategical competitive advantages from this relations. For example [http://projects.gnome.org/NetworkManager/ NetworkManager] was initiated by [http://www.redhat.com Red Hat Inc.] which has a very important role on Fedora Linux.
[http://www.redhat.com Red Hat Inc.], the main [http://fedoraproject.org Fedora Project] allocates manpower to work directly on the project, in much responsible for the good results of the Fedora Project. The commitment of many Red Hat employers bringing many time enthusiasm and motivation to the Fedora Project is one of the most positive signs of this relation. In many ways the success of the Fedora Project and Fedora Linux is based on this relation. The involvement of Red Hat Inc. is a decisive factor for the success of Fedora.


===== Volunteer Contributors =====
==== Volunteer Contributors ====
[http://fedoraproject.org The Fedora Project] has thousands of volunteer contributors working in several task. Everyday thousands of people contribute actively for several sub-project of Fedora with thousands of hours of dedicated work to make Fedora Linux happen and keep the community growing. Many sub-projects are daily maintained by this people. To name a few:
[http://fedoraproject.org The Fedora Project] counts with hundreds of volunteer contributors in all of sub-projects under the Fedora Project coordination. Besides behind part of a wider community, many volunteer contributors dedicated hundreds of hours of their spare time to improve many aspects on Fedora; from the upstream contributors, marketeers, writters, editors, designers, artists, etc, the contributions of this volunteers bring new synergies to the Fedora Project and help taking Fedora Linux virtually to any part of the Globe. The commitment of Fedora volunteer contributors results in very positive synergies on Fedora Project, allowing it to have a strong and growing community worldwide. It isn't incorrect to assume that much of Fedora Project success results from this commitment from the Community.
* [http://docs.fedoraproject.org/en-US/index.html Fedora Documentation]
* [https://translate.fedoraproject.org/ Translation Teams]
This is the real muscle of the [http://fedoraproject.org Fedora Project] and the real life force behind it, Fedora's contributors.


===== The Bazaar Model =====
==== The Bazaar Model ====
[[User:Rbergeron|Robyn Bergeron]] introduced me once with [http://catb.org/esr/writings/homesteading/ The Cathedral and the Bazaar]. The model described in the Bazaar is outstanding. The proof that the most sceptic would require are long given. In a matter of manpower this model provides an outstanding solution to fast and feature rich development. This is without doubt the element that solved the manpower problem for many applications, and still does. We should not underestimate the Cathedral building.
[[User:Rbergero|Robyn Bergeron]] introduced me once with [http://catb.org/esr/writings/homesteading/ The Cathedral and the Bazaar]. The model described in the Bazaar is outstanding. The proof that the most sceptical would require are long given. In a matter of manpower this model provides an outstanding solution to fast and feature rich development. This is without doubt the element that solved the manpower problem for many applications, and that still does. We should not underestimate the Cathedral building. Another interesting point is that this model of development does provide powerful motivational forces on the community.
[http://fedoraproject.org The Fedora Project] [https://fedoraproject.org/wiki/Marketing/MarketingPlan Marketing Plan] also mentions something interesting: ''general productivity user''. This productivity user is usually something hard to decode. If this user is not computer friendly or Linux enthusiast the Bazaar Model sometimes might fail. A lot is around this "'''general productivity user'''" which at some point might be complicated for the Bazaar Model to handle.
The success of this 'upstream model' is also reflected in the success of Fedora Linux.


==== Means ====
==== Marketing Team ====
[[Image:FedoraMarketing.png|right|border|frame|Marketing Team]]
With a symbiotic relation with the Ambassadors Team, the [[Marketing|Fedora Marketing Team]] places efforts in providing the community strategical guidance, support services to several other teams working on the project and many cases a bridge between Fedora teams in a very professional way.
The commitment of the Marketing Team in promoting the Fedora Project and it's values on the community can be judged by the general perception of Linux users about Fedora: the ultimate development distribution.
One of the major reasons for the Fedora Marketing success is bridges created between Fedora Marketing and Ambassadors with other projects from the FOSS universe, establishing cooperation lines for FOSS promotion and interchange of know-how and manpower.


===== Marketing Team =====


===== Translation/Localization Teams =====
==== L10N Teams ====
The L10N Project is responsible for translation and localization of Fedora Linux and Fedora Infra-Structure for at least 40 different languages worldwide.
The contributions on this area are a Critical Factor for Success, and despite many times the work from this contributors remains unnoticed by the wider audiences, they provide one of the most important strategical factors for user base increase and market penetration.


===== Design/Artwork Teams =====
==== Design/Artwork Teams ====
[[Image:Artwork_ArtTeamProjects_WikiDesign_ArtTeamN1.png|right|frame|border|Design Team]]
The Design Team is responsible amongst other things for the theme and many graphical aspects around Fedora Linux; counting with a vast number of contributors they provide a unique visual identity to Fedora Linux and outstanding output in production of various graphical aspects of the Fedora Project. It is to mention that their work in other fields, specially on Marketing is value added to the Project Fedora as it is used by many other parts of the Project, i.e. Marketing, Ambassadors, Engineering, etc.


===== Engineering Teams =====
==== Quality Assurance Team ====
QA text


===== Ambassadors =====
==== Ambassadors ====
[[Image:Ambassadors_Header_AmbassadorsN1.png|right|frame|border|Fedora Ambassadors]]
[[Image:Ambassadors_Header_AmbassadorsN1.png|right|frame|border|Fedora Ambassadors]]
The [http://fedoraproject.org/wiki/Ambassadors Ambassadors] initiative aims to deploy first line Public Relations and promote the Fedora Project amongst it's established and potential audiences. It is unclear how goals are defined and evaluated from my perspective as they seem to operate in a very closed group on a fully armoured structure.
The Fedora Ambassadors is one of the key elements of the Fedora Community providing first line public relations amongst the community, with other FOSS communities and local communities. The commitment and passion of Ambassadors is translated by the Fedora Community itself. Not being only a strength, the Ambassors Project can be considered a Critical Factor for Success.
The work developed by Ambassadors in many fields, specially on event production and promotion is to be pointed as a '''strength''' and a critical factor for success (discussed on [https://fedoraproject.org/wiki/Marketing/SWOT#Critical_Factors_for_Success Critical Factors for Success] more in-depth).


===== Events (FAD's, FUDCon's, etc) =====


==== Methods ====
==== Events (FAD's, FUDCon's, etc) ====
The amount of events where the Fedora Project itself or Individuals are present.


===== Free Media Program =====
==== Fedora SPINS ====
[http://spins.fedoraproject.org/ Fedora SPINS] are a key element in the Fedora Project, their own existence already translates why Fedora is the election platform that many choose for more localized projects. Delievering strategical content into targeted audiences and strategical niches, Fedora SPINS allow the Fedora Project to be represented in a wider universe and in many cases providing new bridges to the community. Not only are they a strength by their own nature, but also due to the commitment of contributors keeping a growing flow of new technological flavours and trends into the Project.
{{admon/note|Personal Message|Fedora Spins have in most cases very strong strategical charactristics. It would be interesting that SPIN Project Leaders (not sure if this is the right wording) would complement their SWOT by fulfilling the gaps that your SPIN provides. I strongly encourage people to help. There is no right or wrong, everything in this document should be supported by common sense. The [https://admin.fedoraproject.org/mailman/listinfo/marketing marketing mailling list] can be a good place to debate or ask for council/guidance.}}


===== Public Mirror System =====
==== Free Media Program ====
[[Distribution/FreeMedia|The Free Media Project]] was started is currently run by the [https://fedoraproject.org/wiki/Ambassadors Fedora Ambassadors. The nature of this initiative is probably one of the most charismatic symbols of Friends and Freedom.
It is important to mention that there is a thin bridge with the [[Design|Design Team]] that provides support work based on many media contributions.
{{admon/note|Personal Note|I believe that one of the most important charactristics of this point it's the human side of the Fedora Community specially when this is program that cativates many synergies and runs without funding. I am not going to file this under Weaknesses, because I don't really know the background of it, but from my scope, some 'official sponsorship' would improve it. I don't know the position of Ambassadors, but we have have something special on this initiative. If anyone can provide a text that really translates it, please feel free to improve it.}}


==== Machines ====
==== Public Mirror System ====
Machines; These should be faced as every tool used to produce something in the [http://fedoraproject.org Fedora Project].
[http://fedoraproject.org The Fedora Project] has available a [http://mirrors.fedoraproject.org/publiclist public mirror] system from which Linux users and enthusiasts can download [http://fedoraproject.org/get-fedora Fedora Linux] from a closer location. This allows the Fedora Project to distribute their product sharing load and bandwidth through hundreds of download points located worldwide.
It is to mention that this public mirror system is an outstanding channel of distribution for Fedora Linux.


===== Sponsorship =====
My approach to sponsorship is generic, it is widely known that [http://www.redhat.com Red Hat Inc.] is the official sponsor of the Fedora Project. But in the scope of this SWOT Analysis I would like also to keep an importance on the following:
* Red Hat Inc; The main sponsor of the Fedora Project and Industry leader. This creates very good synergies and energies on the Fedora Community. Considering symbiotic bond between Red Hat and the Fedora Project it is realistic to say that Fedora Linux has high notoriety and recognized value by the target audiences (defined in the [https://fedoraproject.org/wiki/Marketing/MarketingPlan Marketing Plan]).
* Hosting sponsors; This sponsorship is important not only for the Community Infra-Structure but also for the free circulation of contents throughout several communities and FOSS projects. I would also like to mention that official Fedora Mirrors should also be contemplated as hosting sponsors. All together they deploy not only the Fedora Community infra-structure but also enable a powerful distribution channel for Fedora Linux.
* Mirrors: To all the local and international mirrors which allow such a great distribution channel.
* Human; Every single person that donates a part of their personal time to the Fedora Project.


It is through a wide set of sponsorships measurable in value and volume that the [http://fedoraproject.org Fedora Project] strives for providing a technological leading Linux distribution. Through this sponsorships I believe that most people will find the two human pillars of Fedora, Freedom and Friends.


===== Infra-structure =====
==== Infrastructure ====
The Fedora Project provides a large infra-structure to support it's community, which can actually be measured in value and volume. If we take into consideration the following:
Infra-Structure! Do we have someone providing exciting contents?
* Community: The infra-struture oriented for the community. This includes example like [http://planet.fedoraproject.org Planet], wiki, IRC, logistics, etc.
* Fedora Project - FAS, Transifex, git, etc. All the technological platforms that are online with the goal of producing Fedora Linux.


==== Measurables ====


===== Smolt =====
===== LimeSurvey Platform =====


=== Weaknesses ===
=== Weaknesses ===
==== Men ====
===== Potential Contributors =====
[http://fedoraproject.org The Fedora Project] has thousands of contributors worldwide which actively work every day performing several tasks within the project.
While some areas are attractive, others are hard to get spontaneous contributors. There is no qualitative study to describe the reasons that in some cases trigger interest and in others do not.
Fedora needs more contributors to maintain it's self sustainability.


===== Lack of Contributors =====
=== Critical Factors for Success ===
 
==== Means ====
 
===== Ambassadors =====
 
==== Methods ====
==== Machines ====
 
===== Resources =====
 
==== Measurables ====


==== User Base ====
The [http://fedoraproject.org Fedora Project] has established in the [[Marketing/MarketingPlan|Marketing Plan]] the [[User_base|user base]] for the future:
* [[User_base_-_voluntary_Linux_consumer|Voluntary Linux Consumer]] - Though the Fedora Project defines clear [http://en.wikipedia.org/wiki/Positioning_%28marketing%29 positioning] and [http://en.wikipedia.org/wiki/Product_differentiation differentiation], this might not be clear to all users specially because the promotion lacks of many details regarding about this. To successfully increase penetration rates amongst this users it is imperative that positioning and differentiation is a part of the message, this can be done through comparative advertisement or using a more subtle approach. Though the [[Foundations|Fedora Foundations]] provide good information regarding positioning and differentiation (and considering that Fedora Linux inherits the notoriety of Red Hat as a part of it own), [[Foundations#First|First]] and [[Foundations#Features|Features]] might not be enough to translate the correct message about it's positioning and differentiation.
On one of my first approaches to the Fedora Project, I was told that other FOSS communities like [http://www.opensuse.org openSUSE] and [http://www.ubuntu.com Ubuntu] were 'friends' sharing work for the same goal, FOSS. It is unclear to me on how to perform this goal without facing other distributions as competitors. This is a reachable goal, but this specific segment demands Fedora Linux to engage other distributions as competitors and 'battle' for this so called '''Voluntary Linux Consumer'''.
* [[User_base_-_computer-friendly|Computer Friendly]] - In most cases this '''computer friendly''' concept applied to a Linux user will be deeply related to other kinds of users, for example the '''Voluntary Linux Consumer'''. It is vague enough to provide acceptable results if correctly approached and promoted to this audiences.
* [[User_base_-_likely_collaborator|Potential Collaborator]] - This segment can be faced as a sub-segment of any of the other segments presented by the Fedora Project. This is interesting as it denotes the need of the Fedora Project to become self-sustainable based on it's users. If enough efforts are placed on this field to provide easy ramps to the Fedora Project, either by Ambassadorial work or Team oriented, virtually any Fedora user can become a potential contributor in any of the sub-projects provided by the Fedora Project. Once more it's a reachable and realistic goal.
* [[User_base_-_general_productivity_user|General Productivity User]] - The Fedora Project presents this segment as an uncomplicated and too vague segment. I find this therm misleading and can be harmful in the future.


=== Critical Factors for Success ===
This topic, the future user base displays 4 segments of Community that are deeply inter-connected between themselves, and in most cases can through one you can fulfill others. From the strategical point of view this segments are so close to each other in some cases that merging them into one could actually provide a better effort to rally methods and means to successfully hit that audience with the correct promotion.


==== User Base ====
==== User's Perception: Fedora Linux ====
{{admon/note|Personal Message|Are we delievering our message correctly? Do our users perceptions about Fedora Linux match our goals? What can we improve on this field? How? When? Should also reflect some diagnose from the past.}}


==== Value Perception by the User ====
==== User's Perception: Fedora Project ====
{{admon/note|Personal Message|Are we delievering our message correctly? Do our users perceptions about Fedora Linux match our goals? What can we improve on this field? How? When? Should also reflect some diagnose from the past.}}


==== Brand Notoriety ====
==== Brand Notoriety ====
The Fedora Project inherits much of the notoriety of it's sponsor [http://www.redhat.com Red Hat Inc.], and it's generally faced with comfort from the audiences it targets.
The reputation of Fedora Linux and Fedora Project amongst their [[Marketing/SWOT#User_Base|user base]] can be generally understood as a excellent.
{{admon/tip|for the future...|Not developing much based on 'general assumptions'. For the future when a data mining platform is available (ex: LimeSurvey) we can develop more on this field based on qualitative information to be gathered.}}


==== Channels of Distribution ====
==== Channels of Distribution ====
For any organization to deploy it's products successfully it requires good channels of distribution. In this field the [http://fedoraproject.org Fedora Project]'s efforts have been wonderful and everything just works, on either providing software DVD/CD ISOs and also as deploying improvements and software updates.
* Online Software Repositories - Fedora provides an online update feature through YUM repositories.
* Public Mirrors Network - [http://fedoraproject.org The Fedora Project] provides a network of [http://mirrors.fedoraproject.org/publiclist public mirrors] that allows Fedora users to download Fedora Linux from the closest location possible, or any other by users choice.
* Free Media Program - Fedora provides Fedora users with free media through the Free Media Program. This is a great way of deploying Fedora Linux in events.
* P2P Networks - [http://fedoraproject.org The Fedora Project] runs a torrent tracker to allow a better deployment of Fedora Linux through P2P Networks. [http://torrent.fedoraproject.org/ Torrent Server] provides access to this great download alternative.
* RPMFusion - Though [http://www.rpmfusion.org RPM Fusion] isn't in direct control of Fedora, it's symbiotic relation with the Fedora Project allows to extend the contents offered by Fedora Linux.


==== Cultural Emphasis ====
==== Cultural Emphasis ====


== External Analysis ==
== External Analysis ==
The External Analysis provides a good tool to analyse potential strategical mesuares or plans. One of the most common approaches is the [http://en.wikipedia.org/wiki/PEST PEST Analysis]. Many of the methodology will be irrelevant to the nature of our community, which doesnt actually rely much on strategical decisions, though I believe that we can diagnose what seem to be relevant at least on the moment.


=== Opportunities ===
=== Opportunities ===
==== Political/Legal Factors ====
===== Availability of Legal Department =====
===== Exportation Laws =====
===== General Public Licence =====
===== Free Software Foundation =====
===== Creative Commons =====
==== Socio-Demographical Factors ====
===== Alphabetism Rates =====
===== Internet Penetration Rates =====
==== Economical Factors ====
===== Product Available for Free =====
===== Channels of Distribution ======
==== Technological Factors ====
===== Interaction with other FOSS Communities =====
===== Patent Free Software =====
===== Industry Standards =====
===== Interaction with Hardware Manufacturers =====
===== Interaction with Industry Leaders =====


=== Threats ===
=== Threats ===


==== Political/Legal Factors ====
== Analysis and Proposals for Action ==


===== Exportation Laws =====
= Fedora Mix =


==== Socio-Demographical Factors ====
== Product ==
 
Software is general is perceived by some as a product, by others as a service. This approach considers Fedora Linux as a 'service' which is consumed whenever the user runs Fedora Linux to satisfy his needs. Looking into Fedora Linux from the scope of Marketing, this also includes all the services that support it or contribute to its creation.
===== Lack of Information =====
 
===== User Base increase by competitors =====
 
==== Economical Factors ====
 
===== Red Hat Inc. =====


==== Technological Factors ====
== Processes ==


===== Competitor Movements =====
== Time and Place ==


=== Comparative Analysis ===
== Productivity and Quality ==


== Analysis and Proposals for Action ==
== People ==  
 
= Marketing Mix =
 
== Product ==


== Price ==
== Communication and Education ==


== Promotion ==
== Physical Evidence ==


== Place ==
== Price and Costs ==


== Analysis on Fedora's Marketing Mix ==
= Files =
Files available for download related to this SWOT Analysis:
* [http://nmarques.fedorapeople.org/ Fedora SWOT on PDF]


= Links of Interest =
= Links of Interest =
Line 231: Line 187:
* [http://docs.fedoraproject.org Fedora Documentation]
* [http://docs.fedoraproject.org Fedora Documentation]
* [http://translate.fedoraproject.org Fedora Translation]
* [http://translate.fedoraproject.org Fedora Translation]
* [http://smolt.fedoraproject.org Fedora - Smolt]


* [http://www.linuxfoundation.org Linux Foundation]
* [http://www.linuxfoundation.org Linux Foundation]
* [http://www.fsf.org Free Software Foundation]
* [http://www.fsf.org Free Software Foundation]
* [http://www.kde.org KDE]
* [http://www.gnome.org GNOME Project]
* [http://www.novell.com Novell]
* [http://www.opensuse.org openSUSE]
* [http://www.redhat.com Red Hat Inc.]
* [http://www.redhat.com Red Hat Inc.]


Latest revision as of 21:09, 19 September 2016



FedoraMarketing.png
Fedora Project

Introduction

The Fedora Project 4 Foundations

The SWOT Analysis is a tool to provide a self assessment of a project/organization/venture that provides useful output to help on the strategical planning of the very same project/organization/venture. This was the very first challenge I proposed myself when I joined Fedora Marketing Team. I've chosen to do this for several reasons, being by far the most important of them the fact that I wanted to understand the project.

The subject of this document is the Fedora Project as a community that produces a product known as Fedora Linux, one of the most known Linux distributions available.

To better understand the Fedora Project it is recommended to understand the 4 Fedora Foundations, which provide the basis of the Fedora Project identity. Another relevant document to understand the Fedora Project is the current developing version of the Fedora Marketing Plan which presents interesting information regarding several factors of the Fedora Project, some of this interest factors are:

There are other interesting factors that are introduced in the Fedora Marketing Plan, but I will focus only on the three mentioned above because they are the most complete and relevant for the upcoming contents displayed on this document.

SWOT Analysis

A SWOT Analysis is a diagnostic tool used by Marketing Management to evaluate a project or venture strategically and that should provide output information to solve existing problems or to provide strategical guidance through possible threats or opportunities. To better understand the concept behind the SWOT Analysis we will provide a simple example to work as a metaphor for easier understanding of this process.

Some of us in our free time like to go fishing, even if it is casual fishing. When you go fishing there are factors involved, some you can actually manipulate, while others you can only act upon them. Imagine the following:

  • The factors you can control - this is everything you have direct influence on, for example, your baits, the fishing pole and the place where you want to go. All of this you can define it by yourself having in mind that your objective is to fish something. The quality of the bait and the fish kind you want to fish is important for the outcome of your fishing session, the same could apply for your fishing as you won't use a small river fishing pole to go fish on the sea, or even the time you choose to fish. All of this you can control to handle the outcome of your fishing venture. In Management and in Marketing also, this set of factors are usually called Internal Environment, and it stands for everything you can directly control. This qualify in Strength's and Weaknesses. As an example, it's a strength to use better quality bait, while it's a weakness if you use lower quality bait.
  • The factors you can not control - this set of factors you can't control, but you need to act upon them as they influence your fishing venture. For example, you can not control the tides, but you can select a time of the day when the tide is favourable to you. Off course the tide has influence for the success of your fishing venture. In Management and Marketing we call this set of variables that you not control, just act upon as External Environment and it qualifies as Opportunities or Threats. For example a low tide if you go fishing by boat is a threat to your fishing venture, while if it is a high tide, it's an opportunity instead.

For this SWOT Analysis we are contemplating the following:

  • Internal Environment - Composed of Strengths and Weaknesses, all factors that can be changed or ruled by the Fedora Project. We will evaluate them according to the 5M methodology which is based on 5 topics: men, machines, means, measures and methods, keeping in mind 3 key concepts: Quality and Management, Performance/Performance Improvements and Technology.
  • External Analysis - Composed by Opportunities and Threats, this are the topics that the management can't directly control, just act upon. This are evaluated under the following topics: Political/Legal Factors, Social/Demographical Factors, Technological Factors and Economical Factors.

In a third stage, the SWOT Analysis presents a conclusion which is the relation of all the data analysed previously and will outcome in a set of measures to apply in order to correct any problems detected or act upon possible threats and opportunities.

The main goal behind this SWOT Analysis is to provide the Fedora Community and Fedora Project with a method to perform future SWOT Documents. It was thought to comply with the methodology proposed and to provide a valid practical document easy to modify according to future needs. There is also some academical value on this, as the present document tries to explain some concepts so that the Fedora Community can understand why we do this, how and why it is relevant.

Internal Environment

It is more important to do what is strategically right than what is immediately profitable.

The Internal Environment Analysis is a self assessment of the Fedora Project based on all the factors that the Fedora Project can control directly. From this Analysis we will identify factors that will classified under Strengths or Weaknesses. This factors are to be taken into consideration related to the following aspects:

  • Quality and Management
  • Performance / Performance Improvements
  • Technology

For the Internal Environment Analysis we will take into consideration the following:

  • There is a product called Fedora Linux;
  • Infra-structure (physical and intellectual) for this analysis is a part of the 'product' Fedora Linux;
  • The group of people, sponsors, contributors, enthusiasts, etc, behind the 'product' Fedora Linux is the Fedora Community;
  • The audience is defined by the information on Fedora's Marketing Plan.

Strengths

The Fedora Project manages many synergies around it, some of them are Strengths, factors that provide positive synergies for the project.

The topics presented bellow are identified as related to Men in the scope of manpower. The human masses behind the Project Fedora that design, develop, package and distribute Fedora Linux. This include paid and voluntary contributors.

Note.png
Nelson Marques
While approaching the Payed/Sponsored contributors, I would like the reader also to be mindful that in Fedora Linux there are many other paid/sponsored contributors represented by other FOSS Projects. Due to the nature of the SWOT Analysis, only Red Hat Inc. contributors were contemplated. This doesn't mean we don't credit other companies which sponsor other FOSS Projects such as GNOME, KDE et al, but it falls out of the scope of things the Fedora Project can control. The Fedora Project and the Fedora Marketing Team would like to leave a word of gratitude to all of those who contribute to FOSS Projects, payed and voluntary non-paid. We all are Fedora!

Sponsorship - Red Hat Inc.

Red Hat Inc., the main Fedora Project allocates manpower to work directly on the project, in much responsible for the good results of the Fedora Project. The commitment of many Red Hat employers bringing many time enthusiasm and motivation to the Fedora Project is one of the most positive signs of this relation. In many ways the success of the Fedora Project and Fedora Linux is based on this relation. The involvement of Red Hat Inc. is a decisive factor for the success of Fedora.

Volunteer Contributors

The Fedora Project counts with hundreds of volunteer contributors in all of sub-projects under the Fedora Project coordination. Besides behind part of a wider community, many volunteer contributors dedicated hundreds of hours of their spare time to improve many aspects on Fedora; from the upstream contributors, marketeers, writters, editors, designers, artists, etc, the contributions of this volunteers bring new synergies to the Fedora Project and help taking Fedora Linux virtually to any part of the Globe. The commitment of Fedora volunteer contributors results in very positive synergies on Fedora Project, allowing it to have a strong and growing community worldwide. It isn't incorrect to assume that much of Fedora Project success results from this commitment from the Community.

The Bazaar Model

Robyn Bergeron introduced me once with The Cathedral and the Bazaar. The model described in the Bazaar is outstanding. The proof that the most sceptical would require are long given. In a matter of manpower this model provides an outstanding solution to fast and feature rich development. This is without doubt the element that solved the manpower problem for many applications, and that still does. We should not underestimate the Cathedral building. Another interesting point is that this model of development does provide powerful motivational forces on the community. The success of this 'upstream model' is also reflected in the success of Fedora Linux.

Marketing Team

Marketing Team

With a symbiotic relation with the Ambassadors Team, the Fedora Marketing Team places efforts in providing the community strategical guidance, support services to several other teams working on the project and many cases a bridge between Fedora teams in a very professional way. The commitment of the Marketing Team in promoting the Fedora Project and it's values on the community can be judged by the general perception of Linux users about Fedora: the ultimate development distribution. One of the major reasons for the Fedora Marketing success is bridges created between Fedora Marketing and Ambassadors with other projects from the FOSS universe, establishing cooperation lines for FOSS promotion and interchange of know-how and manpower.


L10N Teams

The L10N Project is responsible for translation and localization of Fedora Linux and Fedora Infra-Structure for at least 40 different languages worldwide. The contributions on this area are a Critical Factor for Success, and despite many times the work from this contributors remains unnoticed by the wider audiences, they provide one of the most important strategical factors for user base increase and market penetration.

Design/Artwork Teams

Design Team

The Design Team is responsible amongst other things for the theme and many graphical aspects around Fedora Linux; counting with a vast number of contributors they provide a unique visual identity to Fedora Linux and outstanding output in production of various graphical aspects of the Fedora Project. It is to mention that their work in other fields, specially on Marketing is value added to the Project Fedora as it is used by many other parts of the Project, i.e. Marketing, Ambassadors, Engineering, etc.

Quality Assurance Team

QA text

Ambassadors

File:Ambassadors Header AmbassadorsN1.png
Fedora Ambassadors

The Fedora Ambassadors is one of the key elements of the Fedora Community providing first line public relations amongst the community, with other FOSS communities and local communities. The commitment and passion of Ambassadors is translated by the Fedora Community itself. Not being only a strength, the Ambassors Project can be considered a Critical Factor for Success.


Events (FAD's, FUDCon's, etc)

The amount of events where the Fedora Project itself or Individuals are present.

Fedora SPINS

Fedora SPINS are a key element in the Fedora Project, their own existence already translates why Fedora is the election platform that many choose for more localized projects. Delievering strategical content into targeted audiences and strategical niches, Fedora SPINS allow the Fedora Project to be represented in a wider universe and in many cases providing new bridges to the community. Not only are they a strength by their own nature, but also due to the commitment of contributors keeping a growing flow of new technological flavours and trends into the Project.

Note.png
Personal Message
Fedora Spins have in most cases very strong strategical charactristics. It would be interesting that SPIN Project Leaders (not sure if this is the right wording) would complement their SWOT by fulfilling the gaps that your SPIN provides. I strongly encourage people to help. There is no right or wrong, everything in this document should be supported by common sense. The marketing mailling list can be a good place to debate or ask for council/guidance.

Free Media Program

The Free Media Project was started is currently run by the [https://fedoraproject.org/wiki/Ambassadors Fedora Ambassadors. The nature of this initiative is probably one of the most charismatic symbols of Friends and Freedom. It is important to mention that there is a thin bridge with the Design Team that provides support work based on many media contributions.

Note.png
Personal Note
I believe that one of the most important charactristics of this point it's the human side of the Fedora Community specially when this is program that cativates many synergies and runs without funding. I am not going to file this under Weaknesses, because I don't really know the background of it, but from my scope, some 'official sponsorship' would improve it. I don't know the position of Ambassadors, but we have have something special on this initiative. If anyone can provide a text that really translates it, please feel free to improve it.

Public Mirror System

The Fedora Project has available a public mirror system from which Linux users and enthusiasts can download Fedora Linux from a closer location. This allows the Fedora Project to distribute their product sharing load and bandwidth through hundreds of download points located worldwide. It is to mention that this public mirror system is an outstanding channel of distribution for Fedora Linux.


Infrastructure

Infra-Structure! Do we have someone providing exciting contents?


Weaknesses

Potential Contributors

The Fedora Project has thousands of contributors worldwide which actively work every day performing several tasks within the project. While some areas are attractive, others are hard to get spontaneous contributors. There is no qualitative study to describe the reasons that in some cases trigger interest and in others do not. Fedora needs more contributors to maintain it's self sustainability.

Critical Factors for Success

User Base

The Fedora Project has established in the Marketing Plan the user base for the future:

  • Voluntary Linux Consumer - Though the Fedora Project defines clear positioning and differentiation, this might not be clear to all users specially because the promotion lacks of many details regarding about this. To successfully increase penetration rates amongst this users it is imperative that positioning and differentiation is a part of the message, this can be done through comparative advertisement or using a more subtle approach. Though the Fedora Foundations provide good information regarding positioning and differentiation (and considering that Fedora Linux inherits the notoriety of Red Hat as a part of it own), First and Features might not be enough to translate the correct message about it's positioning and differentiation.

On one of my first approaches to the Fedora Project, I was told that other FOSS communities like openSUSE and Ubuntu were 'friends' sharing work for the same goal, FOSS. It is unclear to me on how to perform this goal without facing other distributions as competitors. This is a reachable goal, but this specific segment demands Fedora Linux to engage other distributions as competitors and 'battle' for this so called Voluntary Linux Consumer.

  • Computer Friendly - In most cases this computer friendly concept applied to a Linux user will be deeply related to other kinds of users, for example the Voluntary Linux Consumer. It is vague enough to provide acceptable results if correctly approached and promoted to this audiences.
  • Potential Collaborator - This segment can be faced as a sub-segment of any of the other segments presented by the Fedora Project. This is interesting as it denotes the need of the Fedora Project to become self-sustainable based on it's users. If enough efforts are placed on this field to provide easy ramps to the Fedora Project, either by Ambassadorial work or Team oriented, virtually any Fedora user can become a potential contributor in any of the sub-projects provided by the Fedora Project. Once more it's a reachable and realistic goal.
  • General Productivity User - The Fedora Project presents this segment as an uncomplicated and too vague segment. I find this therm misleading and can be harmful in the future.

This topic, the future user base displays 4 segments of Community that are deeply inter-connected between themselves, and in most cases can through one you can fulfill others. From the strategical point of view this segments are so close to each other in some cases that merging them into one could actually provide a better effort to rally methods and means to successfully hit that audience with the correct promotion.

User's Perception: Fedora Linux

Note.png
Personal Message
Are we delievering our message correctly? Do our users perceptions about Fedora Linux match our goals? What can we improve on this field? How? When? Should also reflect some diagnose from the past.

User's Perception: Fedora Project

Note.png
Personal Message
Are we delievering our message correctly? Do our users perceptions about Fedora Linux match our goals? What can we improve on this field? How? When? Should also reflect some diagnose from the past.

Brand Notoriety

The Fedora Project inherits much of the notoriety of it's sponsor Red Hat Inc., and it's generally faced with comfort from the audiences it targets. The reputation of Fedora Linux and Fedora Project amongst their user base can be generally understood as a excellent.

Idea.png
for the future...
Not developing much based on 'general assumptions'. For the future when a data mining platform is available (ex: LimeSurvey) we can develop more on this field based on qualitative information to be gathered.

Channels of Distribution

For any organization to deploy it's products successfully it requires good channels of distribution. In this field the Fedora Project's efforts have been wonderful and everything just works, on either providing software DVD/CD ISOs and also as deploying improvements and software updates.

  • Online Software Repositories - Fedora provides an online update feature through YUM repositories.
  • Public Mirrors Network - The Fedora Project provides a network of public mirrors that allows Fedora users to download Fedora Linux from the closest location possible, or any other by users choice.
  • Free Media Program - Fedora provides Fedora users with free media through the Free Media Program. This is a great way of deploying Fedora Linux in events.
  • P2P Networks - The Fedora Project runs a torrent tracker to allow a better deployment of Fedora Linux through P2P Networks. Torrent Server provides access to this great download alternative.
  • RPMFusion - Though RPM Fusion isn't in direct control of Fedora, it's symbiotic relation with the Fedora Project allows to extend the contents offered by Fedora Linux.

Cultural Emphasis

External Analysis

The External Analysis provides a good tool to analyse potential strategical mesuares or plans. One of the most common approaches is the PEST Analysis. Many of the methodology will be irrelevant to the nature of our community, which doesnt actually rely much on strategical decisions, though I believe that we can diagnose what seem to be relevant at least on the moment.


Opportunities

Threats

Analysis and Proposals for Action

Fedora Mix

Product

Software is general is perceived by some as a product, by others as a service. This approach considers Fedora Linux as a 'service' which is consumed whenever the user runs Fedora Linux to satisfy his needs. Looking into Fedora Linux from the scope of Marketing, this also includes all the services that support it or contribute to its creation.

Processes

Time and Place

Productivity and Quality

People

Communication and Education

Physical Evidence

Price and Costs

Files

Files available for download related to this SWOT Analysis:

Links of Interest

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