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Technology transfer and North-South partnerships
through open source communities
Dr. Matthias Stürmer
Member of the Board of Swiss Open Systems User Group /ch/open
Session “FOSS Smart Choice for Developing Countries” at
WSIS World Summit of Information Science 2013 in Geneva
2
Matthias Stürmer is Manager at Ernst & Young based in Bern,
Switzerland. He focuses on open source advisory, open data
management, and social media governance.
He studied business administration and computer science at University
of Bern until 2005 and finished his doctoral dissertation at the Chair of
Strategic Management and Innovation at ETH Zürich in 2009.
His research focused on open source communities and firm involvement.
The title of his doctoral thesis was "How Firms Make Friends:
Communities in Private-Collective Innovation".
He then worked for one year at Liip AG, a Swiss software company
creating agile Internet solutions based on open source technologies.
Matthias Stürmer is working group leader “Office Interoperability” of the
Open Source Business Alliance, member of the board of Swiss Open
System User Group /ch/open, member of the Swiss association
Opendata.ch, secretary of the Swiss Parliamentarian Group for Digital
Sustainability, and leader of www.opensource.ch and other open
source initiatives.
Since 2011 he is member of the parliament of the city of Bern.
Short bio Matthias Stürmer
Dr. Matthias Stürmer
Member of the Board of /ch/open
Swiss Open Systems User Group
matthias.stuermer@ch-open.ch
+41 76 368 81 65
Association /ch/open
Postfach 2322
8033 Zürich
www.ch-open.ch
3
1. My personal experience in developing countries
2. An old demand: open source in developing countries
3. Challenges and solutions how to support use of open source
Overview
4
2005: Linux in Peru
Swiss civil service project in 2005:
Open source software for teacher's seminar
Previously all pirated software
Use of LinEx, Linux distribution from Spain
Implemented with local Linux professional
Local teacher hired for open source courses
Contact to local Debian community
5
2012: Open source in Afghanistan
NATO financed workshop on „Creating Awareness for the Use of
OpenSource Systems in the Public Sector in Afghanistan“
Prof. Dr. Wolfgang Finke, Ernst-Abbe University of Applied Sciences in
Germany & Sayed Jahed Hussini, Balkh University in Afghanistan
Presentations on open source
competence center and
Swiss Federal Court open
source software OpenJustitia
6
1. My personal experience in developing countries
2. An old demand: open source in developing countries
3. Challenges and solutions how to support use of open source
Overview
7
UN Millennium Development Goal 8
UN Millennium Development Goal 8:
Develop a global partnership for development
Target 8.F:
In cooperation with the private sector, make
available benefits of new technologies, especially
information and communications
74 per cent of inhabitants of developed countries
are Internet users, compared with only 26 per cent
of inhabitants in developing countries.
The number of mobile cellular subscriptions
worldwide by the end of 2011 reached 6 billion.
8
An old demand: open source in developing countries
Already 10 years ago researchers
created a model to explain why open
source software is good for
developing countries:
Aspects of an open source
strategy for developing countries
Source:
Sanjiva Weerawarana and Jivaka Weeratunge
„Open Source in Developing Countries“
published by Sida 2004, Department for
Infrastructure and Economic Cooperation
9
An old demand: open source in developing countries
In „Open Source Software in Developing Economies“ Steven Weber argues
already in 2003:
Open source software provides welfare gains and empowers developing
country end users to customize applications for their particular needs
Open source software deployment contributes to nascent local software
industry, ICT capacity building, and spillover effects to other sectors.
Developing country public sectors embrace open source software for the
following reasons:
Independence: decrease dependence on few major software vendors
Cost: support and maintenance flexibly contracted
Security: increased accountability and transparency in public sector
Intellectual property rights: enforcement at international level
10
My view why open source is good for developing countries
Global technology transfer between countries within the Northern and
Southern hemisphere
Open source used in developing countries mostly programmed in Europe
and United States
Example: Linux kernel
Software development partnerships between community members
from all over the world
Gain independence, do capacity building, keep Intellectual Property Rights,
provide local support services
Examples: ADempiere (open source ERP and CRM)
11
12
13
1. My personal experience in developing countries
2. An old demand: open source in developing countries
3. Challenges and solutions how to support use of open source
Overview
14
Why is it difficult to introduce open source?
Knowhow barrier
Users are used to work with Windows, Microsoft Office, Adobe etc.
Technical barrier
Migrations to open source are technically challenging
Support is not yet available locally
PR barrier
Brands of proprietary software seem more worthful
„No one has been fired for buying Microsoft“
Vendor barrier
Proprietary software vendors sell cheap versions of their products
Lobbying of multinationals at international organizations
Policy barrier
Missing policies that demand use of open source software
Other projects are more important than to legalize use of software
Structural
challenges
Human-made
challenges
15
Non-for-profit open source competence centers
Belgium
CETIC - Centre of Excellence in
Information and Communication
Technologies
Finnland
COSS - Centre for
Open Source Software
Spain
CENATIC - Centro Nacional de
Referencia de Aplicación de las
Tecnologías de la Información y la
Comunicación
England
OSS Watch - advice and guidance
on use, development, and licensing
of free and open source software
Norway
Friprogsenteret - independent
competence center for open source
and free software
France
Adullact – Association des
Développeurs et des Utilisateurs
de Logiciels Libres pour les
Administrations et les
Collectivités Territoriales
South Tyrol (Italy)
Department for Free Software &
Open Technologies of the TIS
innovation park South Tyrol
Europe
OFE – OpenForum Europe is a
not-for-profit industry
organization on open source,
open data, open access,
standards, and procurement
16
Activities of open source competence centers
Organization of conferences and workshops
Consulting for administrations, businesses
Studies and publications of open source success stories
Coordination of development activities of user communities
Creation of directories of open source firms and credentials
Management of information platforms about open source
Advocacy in government organizations and politics
OSS
Project
OSS
Project
OSS
Project
OSS
Project
Competence
Center
Vendor
Vendor User
User
Source:
Matthias Stürmer „Organizational Structures within the
Open Source Community“
In Workshop Proceedings Sept. 15-17, 2012, Kabul/
Afghanistan „Creating Awareness for the Use of
OpenSource Systems in the Public Sector in Afghanistan“
17
Open source knowhow for decision makers
Top management vendor-neutral
brochure from Ernst & Young:
Open source software in
business-critical environments
In English and German
Content:
Benefits, risks and good practices
Professional application
Legal aspects of open source
Background information
Free PDF download:
http://www.opensource.ch/fileadmin/user_upload/opensource.ch/knowhow
/2011_OpenSourceSoftwareInBusiness-criticalEnvironments.pdf

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Technology transfer and North-South partnerships through open source communities

  • 1. 1 Technology transfer and North-South partnerships through open source communities Dr. Matthias Stürmer Member of the Board of Swiss Open Systems User Group /ch/open Session “FOSS Smart Choice for Developing Countries” at WSIS World Summit of Information Science 2013 in Geneva
  • 2. 2 Matthias Stürmer is Manager at Ernst & Young based in Bern, Switzerland. He focuses on open source advisory, open data management, and social media governance. He studied business administration and computer science at University of Bern until 2005 and finished his doctoral dissertation at the Chair of Strategic Management and Innovation at ETH Zürich in 2009. His research focused on open source communities and firm involvement. The title of his doctoral thesis was "How Firms Make Friends: Communities in Private-Collective Innovation". He then worked for one year at Liip AG, a Swiss software company creating agile Internet solutions based on open source technologies. Matthias Stürmer is working group leader “Office Interoperability” of the Open Source Business Alliance, member of the board of Swiss Open System User Group /ch/open, member of the Swiss association Opendata.ch, secretary of the Swiss Parliamentarian Group for Digital Sustainability, and leader of www.opensource.ch and other open source initiatives. Since 2011 he is member of the parliament of the city of Bern. Short bio Matthias Stürmer Dr. Matthias Stürmer Member of the Board of /ch/open Swiss Open Systems User Group matthias.stuermer@ch-open.ch +41 76 368 81 65 Association /ch/open Postfach 2322 8033 Zürich www.ch-open.ch
  • 3. 3 1. My personal experience in developing countries 2. An old demand: open source in developing countries 3. Challenges and solutions how to support use of open source Overview
  • 4. 4 2005: Linux in Peru Swiss civil service project in 2005: Open source software for teacher's seminar Previously all pirated software Use of LinEx, Linux distribution from Spain Implemented with local Linux professional Local teacher hired for open source courses Contact to local Debian community
  • 5. 5 2012: Open source in Afghanistan NATO financed workshop on „Creating Awareness for the Use of OpenSource Systems in the Public Sector in Afghanistan“ Prof. Dr. Wolfgang Finke, Ernst-Abbe University of Applied Sciences in Germany & Sayed Jahed Hussini, Balkh University in Afghanistan Presentations on open source competence center and Swiss Federal Court open source software OpenJustitia
  • 6. 6 1. My personal experience in developing countries 2. An old demand: open source in developing countries 3. Challenges and solutions how to support use of open source Overview
  • 7. 7 UN Millennium Development Goal 8 UN Millennium Development Goal 8: Develop a global partnership for development Target 8.F: In cooperation with the private sector, make available benefits of new technologies, especially information and communications 74 per cent of inhabitants of developed countries are Internet users, compared with only 26 per cent of inhabitants in developing countries. The number of mobile cellular subscriptions worldwide by the end of 2011 reached 6 billion.
  • 8. 8 An old demand: open source in developing countries Already 10 years ago researchers created a model to explain why open source software is good for developing countries: Aspects of an open source strategy for developing countries Source: Sanjiva Weerawarana and Jivaka Weeratunge „Open Source in Developing Countries“ published by Sida 2004, Department for Infrastructure and Economic Cooperation
  • 9. 9 An old demand: open source in developing countries In „Open Source Software in Developing Economies“ Steven Weber argues already in 2003: Open source software provides welfare gains and empowers developing country end users to customize applications for their particular needs Open source software deployment contributes to nascent local software industry, ICT capacity building, and spillover effects to other sectors. Developing country public sectors embrace open source software for the following reasons: Independence: decrease dependence on few major software vendors Cost: support and maintenance flexibly contracted Security: increased accountability and transparency in public sector Intellectual property rights: enforcement at international level
  • 10. 10 My view why open source is good for developing countries Global technology transfer between countries within the Northern and Southern hemisphere Open source used in developing countries mostly programmed in Europe and United States Example: Linux kernel Software development partnerships between community members from all over the world Gain independence, do capacity building, keep Intellectual Property Rights, provide local support services Examples: ADempiere (open source ERP and CRM)
  • 11. 11
  • 12. 12
  • 13. 13 1. My personal experience in developing countries 2. An old demand: open source in developing countries 3. Challenges and solutions how to support use of open source Overview
  • 14. 14 Why is it difficult to introduce open source? Knowhow barrier Users are used to work with Windows, Microsoft Office, Adobe etc. Technical barrier Migrations to open source are technically challenging Support is not yet available locally PR barrier Brands of proprietary software seem more worthful „No one has been fired for buying Microsoft“ Vendor barrier Proprietary software vendors sell cheap versions of their products Lobbying of multinationals at international organizations Policy barrier Missing policies that demand use of open source software Other projects are more important than to legalize use of software Structural challenges Human-made challenges
  • 15. 15 Non-for-profit open source competence centers Belgium CETIC - Centre of Excellence in Information and Communication Technologies Finnland COSS - Centre for Open Source Software Spain CENATIC - Centro Nacional de Referencia de Aplicación de las Tecnologías de la Información y la Comunicación England OSS Watch - advice and guidance on use, development, and licensing of free and open source software Norway Friprogsenteret - independent competence center for open source and free software France Adullact – Association des Développeurs et des Utilisateurs de Logiciels Libres pour les Administrations et les Collectivités Territoriales South Tyrol (Italy) Department for Free Software & Open Technologies of the TIS innovation park South Tyrol Europe OFE – OpenForum Europe is a not-for-profit industry organization on open source, open data, open access, standards, and procurement
  • 16. 16 Activities of open source competence centers Organization of conferences and workshops Consulting for administrations, businesses Studies and publications of open source success stories Coordination of development activities of user communities Creation of directories of open source firms and credentials Management of information platforms about open source Advocacy in government organizations and politics OSS Project OSS Project OSS Project OSS Project Competence Center Vendor Vendor User User Source: Matthias Stürmer „Organizational Structures within the Open Source Community“ In Workshop Proceedings Sept. 15-17, 2012, Kabul/ Afghanistan „Creating Awareness for the Use of OpenSource Systems in the Public Sector in Afghanistan“
  • 17. 17 Open source knowhow for decision makers Top management vendor-neutral brochure from Ernst & Young: Open source software in business-critical environments In English and German Content: Benefits, risks and good practices Professional application Legal aspects of open source Background information Free PDF download: http://www.opensource.ch/fileadmin/user_upload/opensource.ch/knowhow /2011_OpenSourceSoftwareInBusiness-criticalEnvironments.pdf