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Creating Free and Open Source Software ecosystems to facilitate FOSS implementation in organizations

Dr Derek W. Keats

http://www.dkeats.com http://kengasolutions.com
[email protected]

(Pty) Ltd

a fresh look at FOSS policy failure in the SA government

//Coding

1974

Now

//for (a while)

1994 web

2001 GNU/Linux

//Coding

1974

Now

//for (a while)

1994 web

2001 GNU/Linux

Biology

Ecological

FOSS
Policy
2007

Use FOSS

Migrate
to FOSS

Develop
in FOSS

Use
FOSS License

Promote
FOSS

POLICYContext

Education

Management

Technology

Biology

Education

Management

Technology

Biology

OrganisationsFOSS

Ecological

Ecosystems

Organisations

Emergent
properties

Complex systems

AssumptionsWishful
thinkingConventionalWisdomBlind FaithHypeFUD
fear, uncertainty,
doubtPseudo-
data

AssumptionsWishful
thinkingConventionalWisdomBlind FaithHypeFUD
fear, uncertainty,
doubt Management

Ecological

Pseudo-
data

Ecological processes

The core fundamental
things that make
ecosystems
functionProductionHerbivorySymbiosisPredationCompetitionDisturbanceDisease

Ecological processes

Herbivory

Ecological processes

What are the core fundamental things that make
organizations
function?ProductionHerbivorySymbiosisPredationCompetitionDisturbanceDisease

Sustainable
finance

Vision

Sustainable
finance

Vision

Risk

Clear
Socialised
Known
Discussed
On agendas
Strategy
SMART
goals
Alignment of
visions
& strategies

Organization
Skills
Commitment
Knowledge
Competencies
Connectedness
Emotional intelligence
Problem solving
Attitudes
Beliefs
Actions
Passion
Fears
Hidden agendas
'Politics'

Governance
Leadership
Management
Creation
Deployment
Operation
Support
Enhancement
Innovation
Project management
Change
management
Communication

Application
Supporting
applications
Operating system
Hardware
Network
Internet
User devices
User operating
system
User applications

Align for success

Start here

Do these together

People

Vision

Process

Technology

Underpinned by: appropriate and sustainable finance

(unless you are a start-up)

examples

Create a project

Join a project

Sponsor a project

Adapt existing

Use existing

The organisation uses existing FOSS tools, such as GNU/Linux, and does not contribute to their development.The organisation makes minor adaptations of existing tools to serve its own peculiar business needs.The organisation sponsors an external agency to create a tool on its behalf, and may assist that agency to locate other sponsors who could join the project.The organisation puts resources, either money, a software developer, or documentation resources into an existing project.The organisation creates a software project to meets its needs, and may collaborate in establishing it

Create a project

Join a project

Sponsor a project

Adapt existing

Use existing

The organisation uses existing FOSS tools, such as GNU/Linux, and does not contribute to their development.The organisation makes minor adaptations of existing tools to serve its own peculiar business needs.The organisation sponsors an external agency to create a tool on its behalf, and may assist that agency to locate other sponsors who could join the project.The organisation puts resources, either money, a software developer, or documentation resources into an existing project.The organisation creates a software project to meets its needs, and may collaborate in establishing it

Product

Process

Five layers of a FOSS strategy
Strength of ecosystem required to implement

Use

Adapt

Join

Sponsor

Create

Strength of ecosystem

Indicators of strength
of ecosystem

Strong vision,
well socialised,
applied

Vision

Champion

The most senior person as an active champion

Confidence

Key role players
have confidence that it can be done

Support

Training and support are available & used

User
community

Knowledgeable &supportive user
community

Indicators of strength
of ecosystem

Develop-
ment

Development &
project management
capacity exists

Management
commitment

Deep Management commitment (not
just lip service)

Procure-
ment

Procurement policy
in place, understood,
and used widely

Partner-
ships

Business, organisations, developers

Deployment

Planning, staging, imaging, POCs,
projects

Five layers of a FOSS strategy
Strength of ecosystem required to implement

Use

Adapt

Join

Sponsor

Create

Strength of ecosystem

Altitude

How far up into the
organisation does the
ecosystem planning
reach?

Altitude

A funnel effect
of potential
harm or good

Altitude

A few projects in these
layers make for a risky
ecosystem to be in

People

Vision

Process

Technology

Vision

Process

Technology

Underpinned by: appropriate and sustainable finance

>

People

Vision

People

Process

Technology

President

Minister

People

Vision

People

Process

Technology

Recall of the President2008

Elections2009

People

Vision

People

Process

Technology

Recall of the President2008

Elections2009

Leadership vacuum

FOSS POLICY

People

Vision

Process

Technology

People

Vision

Process

Technology



State IT Agency

FOSS Programme Office

People

Vision

Process

Technology

Vision

Process

Technology

Government
CIO

Comfort zone

FOSS

A total
lack of
leadership

People

Vision

Process

Technology

Vision

Process

Technology

Deliberate undermining
through FUD &
other underhanded
tricks

People

Vision

Process

Technology

Very weak
buy-inVery poor
socialisationNot on
agendasNo real extant
strategyNo real OwnershipNo smart
goals derived

People

Vision

Process

Technology

Underpinned by: appropriate and sustainable finance

TOOLS

Ecological

People

Vision

Process

Technology

Underpinned by: appropriate and sustainable finance

TOOLS

Ecological

Concept
mapping

VUE

Conversion of the Klingon Empire's home base on Qo'noS to Free and Open Source Software (FOSS) on the desktop, with a longer term view of a broader FOSS strategy

Example (fictional !!)

Preliminary interviews
with key Klingons

Knowledge of FOSS

Built a concept map based
on the VPPTF model

Concept
map

Branches & Relationships
have
meaning

Colours
have
meaning

Concept
map

Branches & Relationships
have
meaning

Colours
have
meaning

Concept
map

Branches & Relationships
have
meaning

Colours
have
meaning

2007200820092010201120122013

Nothing happens

A few ad hoc projects

Passion of individuals

Ad hoc

Path of least resistance

Fluctuating (low) value

Win and lose cycle

FUD abundant

Assumed
Target

FOSS
Policy
2007

Use FOSS

Migrate
to FOSS

Develop
in FOSS

Use
FOSS License

Promote
FOSS

Free as in
freedom

Clear
Socialised
Known
Discussed
On agendas
Strategy
SMART
goals
Alignment of
visions
& strategies

Organization
Skills
Commitment
Knowledge
Competencies
Connectedness
Emotional intelligence
Problem solving
Attitudes
Beliefs
Actions
Passion
Fears
Hidden agendas
'Politics'

Governance
Leadership
Management
Creation
Deployment
Operation
Support
Enhancement
Innovation
Project management
Change
management
Communication

Application
Supporting
applications
Operating system
Hardware
Network
Internet
User devices
User operating
system
User applications

Align for success

Start here

Do these together

People

Vision

Process

Technology

Underpinned by: appropriate and sustainable finance

(unless you are a start-up)

examples

This presentation was made
entirely using Free Software

Derek Keats, [email protected]
+27 82 787 0169
www.dkeats.com kengasolutions.comThank you