To infinity and beyond! (and how we’re going to get there) Ruth Cheesley Mautic Project Lead @RCheesley @RCheesley

Hello, I’m Ruth Cheesley My pronouns are she/her I’m Project Lead for Mautic You can connect with me online at @RCheesley @RCheesley

What we’re going to be covering today Where we are now @RCheesley What’s on the horizon How we get there

This year has been really tough.

DrupalCon Amsterdam / Contribution Day 2019 – The first Mautic Community Sprint! @RCheesley

Team Lead Community Assistant Team Lead Community @RCheesley Team Lead Education Team Lead Marketing Assistant Team Lead Education Assistant Team Lead Marketing Team Lead Product Assistant Team Lead Product

We’ve made a lot of progress!

Mautic 3.0 & regular releases every month

Docs / KB improvements

New features in the 3.1 release & more coming in 3.2

Growth in contributors and engagement across the community

Mautic began with a single focus. Equality. The Mautic Community believes in giving every person the power to understand, manage, and grow their business or organization. Mautic is focused on helping this belief become a reality by getting powerful marketing automation software into the hands of everyone. DB Hurley, Mautic Founder, 2015

Photo by Suzanne D. Williams on Unsplash

New features are important for Mautic to be competitive

Image by Lorenzo Cafaro from Pixabay

Mautic Community Release Schedule Mautic 3.0.0 - Symfony upgrade [Stable due June 2020] ○ ○ Mautic 3.0.1 - June 2020 Bug fixes [monthly releases] Mautic 3.0.2 - July 2020 Bug fixes [monthly releases] Mautic 3.1.0 - 3.x improvements and new features [August 2020] ○ ○ Mautic 3.1.1 - September 2020 Bug fixes [monthly releases] Mautic 3.1.2 - October 2020 Bug fixes [monthly releases] Mautic 3.2.0 - 3.x improvements and new features [November 2020] ○ ○ Mautic 3.2.1 - December 2020 Bug fixes [monthly releases] Mautic 3.2.2 - January 2021 Bug fixes [monthly releases] Mautic 3.3.0 - 3.x improvements and new features [February 2021] ○ ○ Mautic 3.3.1 - March 2021 Bug fixes [monthly releases] Mautic 3.3.2 - April 2021 Bug fixes [monthly releases] Mautic 4.0.0 - Backwards compatibility breaking changes [May 2021] @RCheesley

What’s coming in Mautic 3.2?

Some features under consideration ● Tag management ○ ● PHP 7.4 support (already merged) ○ ● Contributed by Gold Sponsors Acquia, Cypress simulates an actual user testing features in Mautic. Broadcast SMS to segments (already merged) ○ mau.tc/32-release Contributed to by many, led by Product Team Assistant Lead Dennis Ameling Cypress end-to-end automated tests ○ ● Contributed by Gold Sponsors Leuchtfeuer Digital Marketing, a UI-based interface for tag management Contributed by Community Sponsors Webmecanik, enables you to send broadcast messages via SMS to segments

What’s coming in Mautic 4.0?

Introducing Initiatives

An initiative is a time-boxed, often complex project which is anticipated to take more than 6-12 months in duration. It involves multiple stakeholders and may be related to the product, or other areas of the community.

Strategic initiatives mau.tc/strategic-initiatives ● Maintained by the Project Lead ● Grounded in ○ User insights - Initiatives that are based on what users of Mautic tell us is needed ○ Product vision - Initiatives that move us closer toward our vision for Mautic being the #1 choice for marketers ○ Market insights - Initiatives that are required for Mautic to remain competitive in the Marketing Automation world ○ Community discussion - Initiatives which have been discussed and validated in the Mautic community

2020-21 Strategic Initiatives ● ● mau.tc/strategic-initiatives Composer support [#i-composer-support] ○ Allow Mautic to be managed via Composer ○ Easier installation and updating of Mautic and dependencies ○ Enable other innovations like the Mautic Marketplace Improving the email and landing page builders [#i-builders] ○ Develop more robust options for creating emails and landing pages ○ Provide more configuration and customisation options that are user-friendly

2020-21 Strategic Initiatives ● ● ● mau.tc/strategic-initiatives Improving the installation and upgrade process [#i-install-upgrade] ○ Pre-flight checks and warnings (similar to the Mautic 3 upgrade script) ○ Improve the GUI upgrade process & documentation Mautic Marketplace [#i-mautic-marketplace] ○ Decoupling plugins from the core Mautic package ○ Implementing a simple, one-click process to install and uninstall plugins Improving resource management in Mautic [#i-resource-management] ○ Allow the import/export of campaigns ○ Allow archiving resources no longer in use

Community initiatives mau.tc/community-initiatives ● Maintained by the Community Leadership Team ● Check to make sure it hasn’t already been proposed ● Add the discussion to the next team meeting agenda (choose the team that is most relevant for the initiative) ● If supported by the relevant team, share the initiative project brief and outline for feedback and refinement ● Once accepted, start to build a team and work on the project (in the public domain)

Introducing Tiger Teams

Mautic Tiger Teams are hyper-focused small multidisciplinary teams of (3-6) contributors who take ownership and responsibility of a well-defined area, in or related to the Mautic product, working in an holistic way. Tiger Teams are longer term structures that support the growth and sharing of specialist knowledge in the many features and functionalities of Mautic.

Tiger Teams mau.tc/tiger-teams ● Managed by the Product Team ● Small, multidisciplinary teams of 3-6 contributors ● Take ownership and responsibility of a well-defined area in the Mautic product and work in an holistic way ● Act as stakeholders in their area of speciality, signing off as part of the ‘definition of done’ ● Several Tiger Teams may be involved in an initiative as stakeholders

Some examples mau.tc/tiger-teams ● Email Tiger Team ● Privacy and Tracking Tiger Team ● Campaigns Tiger Team ● CRM Integrations Tiger Team ● User Experience Tiger Team

Revisiting Working Groups

Working Groups are formed when there is ongoing, long-term work required on a specific task or project function. They are not time-boxed like initiatives, or hyper-focused like Tiger Teams. They may have a relatively large number of contributors.

Working Groups ● Working Groups are managed by the Community Leadership Team ● Focused on a specific task or project function that has longevity and a specific remit ● Will often involve larger numbers of contributors ● Examples might include: ○ ○ ○ ○ ○ mau.tc/working-groups Infrastructure Working Group Trademark Working Group Social Media Working Group MautiCon Working Group Website Working Group

In Summary: Initiatives Tiger Teams ● Time-boxed, often complex projects ● Hyper-focused small teams (3-6 people) ● Ongoing, long-term projects ● > 6-12 months in duration ● Long term structures ● May run indefinitely ● Involves multiple stakeholders ● Become key stakeholders in their area ● Often relate to a function or project mau.tc/strategic-initiatives mau.tc/tiger-teams Working Groups mau.tc/working-groups

Mautic Next Generation (Strategic Initiative)

Beyond Mautic 4, radical change is needed if we are to shoot for the stars

  • Too much interdependence - Not enough automated test coverage - Double work to maintain our API - Results in less time to build features

Proposed timeline Build M4 Mautic 4 live (including new features) Build Mautic Next Generation 2021 November 2020 Symfony 3 Security Fixes Only @RCheesley 2022 November 2021 Symfony 3 End of Life Community-driven legacy update? Mautic Next Generation live 2023 November 2022 Symfony 4 Security Fixes Only 2024 November 2023 Symfony 4 End of Life 2025

Next Generation Mautic Next Generation

Next Generation is For End-Users

Modern, scalable infrastructure Less bugs Faster interface, particularly at scale beyond 2 million contacts More features at a faster pace @RCheesley

Next Generation Is For Developers

API-first approach based on API Platform Support for multiple databases @RCheesley Scalability by default New customisable and decoupled React-based User Interface

How are we going to get there?

Next Steps ● Finalise the details of the project ○ ● Develop a project plan ○ ● Initiative coordinator/s Contributors Project Managers Volunteers and organisations welcome Develop a project roadmap ○ ○ mau.tc/next-gen Chunk the project into independent, related sub-projects in a dedicated Jira board Form a team committed to work on the initiative ○ ○ ○ ○ ● Discuss any concerns, plan for any potential blockers Quarterly project updates to the community MVP deliverable to ship at the end of 2022

How can you get involved?

#i-mautic-next-generation

Supporting the Next Generation Initiative mau.tc/next-gen ● Organisations can commit to sponsoring and working on specific features or sub-projects that form the initiative ● Individuals can take up any of the roles available in the initiative and project as a whole ● Mautic users can be a part of a focus group who will work with the team to review proposals and give feedback throughout the projects ● Tell your friends - we would love to welcome people from outside our community to work on this project!

Your logo here? @RCheesley

Photo by Ian Schneider on Unsplash

Photo by Elena Koycheva on Unsplash

What questions can I answer? Slides and resources: http://mau.tc/mauticon-keynote @RCheesley Contact: ruth.cheesley@mautic.org / @RCheesley