The ISTO: An Overview and

Focus on Conformity Assessment

Peter LefkinMarketing and Business Development Executive

IEEE Conference on Product Certification and

Conformity Assessment

2 June 2009 #1

Background

10 year anniversary (1999-2009)– Affiliated with the IEEE and the IEEE Stds. Assoc.

– Independent 501(c)(6) Not-For-Profit Corporation

– Complement to the IEEE-SA

– 40+ programs since inception

Forum under which consortia (e.g., trade association) can be organized.

– Flexible processes and procedures.

– Extends the scope of standards-related activities the IEEE is able to support.

#2

IEEE-ISTO + IEEE-SA =

IEEE Center for StandardsSynergies between the two organizations produce opportunities and benefits for

both that neither could enjoy alone

“Formal Standards”

IEEE-SA

• Consensus

•Openness

•Due Process

• Formal Processes

“Consortia Process”

IEEE-ISTO

•Market Driven

• Focused on

Implementation and

Adoption

• Proactive Marketing

• Customized ProcessIEEE has best of both worlds - able

to meet the needs of its customers

through complementary processes#3

Vision and Mission

Vision

To be the premier trusted partner of the global technology community for the development, adoption, and certification of industry

standards.

Mission

To facilitate the life cycle of industry standards development through a staff committed to

neutrality, quality, and member satisfaction.

#4

2009 Board of Directors (6)

– Jon Adams, Business Development, Wireless Connectivity Organization, Freescale

– Gerald T. Lane (Chairman) – Director, Open Source and Standards Project Office, IBM

– Roger Martin, Director of Standards, AOL

– Marco W. Migliaro, President and CEO, IEEE-ISTO

– Bill Smith, Director, Business Alliances, Sun Microsystems

– Don Wright, Director of Standards, Lexmark

#5

Current Programs (14)

#6

Org Structure

Legal Infrastructure

Insurance

Cost / Time to Market

“For Industry…Not-for-

Profit”

Economies of Scale

Best practices

Turn-key / As-Needed

Support

Established

Relationships

Areas of Core Competency &

Experience

Program Management and

Administration

– Consortia / Trade Association

formation and day-to-day

management

Membership

Marketing and

Communications

IT

Finance and Accounting

Conformity Assessment

Why ISTO?

#7

Offerings and Secretariat Resources

Program Management

Formation / Launch Support

Strategic Planning and Implementation

Membership

HQ Office and Identity

Record Keeping

IP Mgmt. and Admin.

Finance / Accounting

A/R ; A/P ; Cash Management

Marketing / PR

Promotion, Marketing, and Press Relations

Meeting and Conference Management.

Conformance and Interoperability Testing

IT

On-Line Support and Applications

#8

IEEE-ISTO: Activities

Technology development activities do not necessarily stop with the publication or approval of a standard

Promote resulting technologies to gain market acceptance, support implementation and product development

IEEE-ISTO supports both development and post-development activities– Community Development, Certification,

Conformance Testing, Proactive Marketing, Branding, Interoperability Demonstrations and Plugfests, among other activities

#9

Focus on: Conformance and

Interoperability

Going Beyond the Standards….

#10

Typical Program Lifecycle

Formation / Launch

Organization and Community Development

Promotion of Deliverables and

Evangelism (e.g., Specs, Brand, Compliant Products)

Compliance and Interoperability (e.g., Specs implemented in Products)

Time – 2 - xx years

3-12 Months

Post formation - 6 months +

1 year through lifespan

2 years - lifespan

#11

Current (and Past) Experiences

Current Programs

Past Programs

(Currently basis for

OMA TestFests)

#12

One Size Does Not Fit All…

Self-Assertion

– With or without Test

Suites

– With or without 3rd

party verification

Reference Software

– For Testing

– To bootstrap

Development

Third-party Testing

Interoperability Testing

(public/private)

– To improve

development (product

and stds)

– For branding

#13

ISTO Roles - Conformance and Interoperability

“Trusted Zone” Administrator– Neutral 3rd Party

Development of Process Documentation– Legal Docs – Trademark

License Agt., NDA, Policies, Logo and Trademark Usage Guidelines

– Registration of Global Trademarks with Legal Counsel Support

– Budget / Pricing Strategies

– Facilitate development of technical documentation

• Static Conformance Requirements

Interop Test Events– Plan, Host, Manage, On-site

Coordination and Setup, Test Schedules, Remote Testing, Registration, Network Setup

Certification Authority– Issue certificates / results

– Maintain directory of compliant/interoperable products

– Problem Reporting

Brand Administration

Coordination / Negotiation / Contract with 3rd Party Labs#14

ISTO and the

XYZ Testing Initiative:

A framework for collaboration

#15

“XYZ Testing Initiative”

Organized as a independent program of ISTO

A program organized by its Founders– Led by a Board or Steering Committee

– Flexibility to develop unique rules and procedures

– Ability to invite only Founders participation during formation period

– Working Groups form to progress work

Legal Infrastructure and Operational Support provided by ISTO– Turnkey 501(c)(6) nonprofit umbrella

– Insurance coverage

– Support provided as agreed to between ICAP and Founders• Can scale-up or scale down as necessary

• Support can evolve over the lifespan of the Organization

ISTO and Founders partner to facilitate formative activities and structure

#16

XYZ Testing Initiative and ISTO

Maintain unique identity

and flexibility in direction

and actions

Operate under unique

set of tailored rules and

procedures

Maintain complete

control of budget,

operational expenses

and direction

Accommodate unique IP

procedures

Legally exist

Operate w/o risk

associated with

unincorporated assoc.

Utilize resources on an as

needed basis

Easy startup and disband

As an ISTO program, the Initiative will….

#17

Additional Information

Questions?

Peter Lefkin

Marketing and Business Development Executive

IEEE-ISTO

Tel: +1 732 562 3802

peter.lefkin@ieee-isto.org

http://www.ieee-isto.org

#18

@ieee-isto / @standardstweet