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Open Source Migration
Why, What and How to success




                       © 2011 Open Source Development Co., Ltd.
        http://www.osdev.co.th | info@osdev.co.th | tel 02 269 9889
          This work is licensed under a Creative Commons License
Outline


 Why you should migrate?
     Why Open Source? Why OpenOffice?
 What is Open Source Migration?
     The roadmap
 How to migrate successfully
     Osdev migration process, key success factors
www.osdev.co.th




Why should you migrate to open
source software?




                       © 2011 Open Source Development Co., Ltd.
        http://www.osdev.co.th | info@osdev.co.th | tel 02 269 9889
          This work is licensed under a Creative Commons License
Only 13% have no plan for Microsoft Office alternatives



              Complementary
                                                                    57%
              alongside MS Office
               Specific segments
                                                                49%
               business need
           Replacement to reduce
                                                  25%
           cost in some segments
            For employees
                                             16%
            never have MS Office
               No plan for
                                           13%
               Office alternatives

                            Other    3%

                                                 Base: 115 global IT decision-makers
                             Source: Q1 2010 Global Desktop Innovation Online Survey
                                                             Forrester Research, Inc.
Success Stories




      Corporate               Users          OpenOffice:MS Office
        EGAT                  10,000                     70%
      S&P PCL                  1,200                     95%
        NHA                    2,000                     60%
        SCB                   18,000                     80%
       TISCO                   2,000                     76%
        BTS                     800                      50%
    Benchachinda               2,000                     60%

                  Number of users with only OpenOffice
                  Number of users with only OpenOffice
                       18,000 x 80% = 14,400
                        18,000 x 80% = 14,400
                       Total License Cost Saving
                       Total License Cost Saving
                    14,400 x ฿11,000 = ฿158 Mil.
                    14,400 x ฿11,000 = ฿158 Mil.
How much will you save by moving to OpenOffice?




                 There are       1,000      PCs in your company
    MS Office license cost      ฿11,000     per PC
   Normally, you've to pay ฿11,000,000 to legalize all installations


  However, if you migrate        80%        of all PCs to OpenOffice
         You can uninstall        800       installations of MS Office
        That is, you'll save   ฿8,800,000   by running this project!
What's wrong with Microsoft Office?



       Best for Users
       Best for Users                      IT Pain Points
                                           IT Pain Points

  Perfect office suite
  Perfect office suite                Adding more users –
                                      Adding more users –
  Tons of features
  Tons of features                    buy now or take risks
                                      buy now or take risks
  Everyone know how to use
  Everyone know how to use            New releases –
                                      New releases –
                                      upgrade or out
                                      upgrade or out


                        Business Pain Points
                        Business Pain Points

                  Cost about ฿11,000 // user
                  Cost about ฿11,000 user
                  Most users use few features
                  Most users use few features
                  Who control your IT investment?
                  Who control your IT investment?
Why OpenOffice?

The best MS Office replacement available today!

             User Features
             User Features                 User Benefits
                                           User Benefits
        Look & feel like Office 2003
        Look & feel like Office 2003   Less retraining
                                       Less retraining
 `      90% Office 2003 features
        90% Office 2003 features       Usable for 90% users
                                       Usable for 90% users
        Open & save MS formats
        Open & save MS formats         No need to big bang
                                       No need to big bang



            IT Benefits
            IT Benefits                    Business Benefits
                                           Business Benefits

     Adding more users –
     Adding more users –               Cost ฿0 // user
                                       Cost ฿0 user
     anytime for free
     anytime for free                  Save ฿11,000 // user
                                       Save ฿11,000 user
     New releases –
     New releases –                    multiply with the number of
                                       multiply with the number of
     you decide when to upgrade
     you decide when to upgrade        your users
                                       your users
Open Source Software Benefits



  Use, copy, redistribute freely
  Use, copy, redistribute freely

 Huge IT cost saving
 Huge IT cost saving
 No risk of copyright infringement
 No risk of copyright infringement
                                     Source code available
                                     Source code available
 Freedom to give & share
 Freedom to give & share
                                     More transparent – no
                                     More transparent – no
                                     backdoor
                                     backdoor
                                     More secured – less
                                     More secured – less
                                     vulnerability
                                     vulnerability
  Store & exchange your data
  Store & exchange your data         Less dependence on the
                                     Less dependence on the
     using open standards
     using open standards            software developer
                                     software developer
 Easy to exit = No vendor lock-in
 Easy to exit = No vendor lock-in
 No corporate Alzheimer
 No corporate Alzheimer
 You plan your IT investment
 You plan your IT investment
www.osdev.co.th




What is open source migration?
Avoid the Two Extremes




Open Source
is not
usable
                                        Migration to
            -   No Go     Easy Go    +
                                       Open Source
                            & Fail
                                        is very easy
Impossible
to overcome
resistance
Migration Complexity Factors
Why migrations are complex?


    Software Intrinsic Factors
    Software Intrinsic Factors            Usage Pattern Factors
                                          Usage Pattern Factors

1
1   ease of use
     ease of use                     1 how much is it used – rarely,
                                     1 how much is it used – rarely,
2
2   look & feel similarity
     look & feel similarity            often, all the time
                                        often, all the time
3
3   accuracy of data conversion
     accuracy of data conversion     2 how many users depend on it
                                     2 how many users depend on it
                                       in day-to-day workflow
                                        in day-to-day workflow
                                     3 how many line-of-business
                                     3 how many line-of-business
                                       apps depend on it
                                        apps depend on it




                      ×    multiply the above with


                Number of Users in Your Organization
                Number of Users in Your Organization
The middle path to success migrations




                            ✔ Go with
            -   No Go      Good Plan      Easy Go    +
                                            & Fail


                 Open source migration is an
                  “organizational change”

                                                 not just
                                                Software
Desktop Migration Roadmap

                                                                                  Pure
                           OpenOffice
                           OpenOffice                                          Open Source
                           MS Office
                           MS Office
                           Linux
License Cost Saving




                           Linux
                           Windows
                                                        Mixed
                           Windows
                                                     Environment
                                                                        ux n
                                                                   Lin atio
                                                                   M i gr
                       Vendor Lock-in
                                          f ice on
                                        Of rati
                                           g
                                        Mi
                                        Open Source Desktop Adoption
Stages and Maturity of Open Source Desktop Adoption




                                         Mixed                Pure
     Stage       Vendor Lock-in
                                      Environment          Open Source

                    Product
  Applications                           Best Fit          Open Source
                   Dependent


  Office Suite   100% MS Office     Mostly OpenOffice Mostly OpenOffice



      OS         100% Windows        100% Windows          Mostly Linux


                                    Legalized licenses   Take back control
  IT Strategy    Go with the flow
                                      and save cost         of your IT


                                      Open Source Desktop Adoption
www.osdev.co.th




How to migrate successfully?
Challenges in OpenOffice Migration


   1. Document conversion
   1. Document conversion              2. OpenOffice limitations
                                       2. OpenOffice limitations

 minor, fixable format error
 minor, fixable format error         Small look & feel difference
                                     Small look & feel difference
 document VBA macro and
 document VBA macro and              Known missing features
                                     Known missing features
 Access apps not convertible
 Access apps not convertible         Need more RAM for large file
                                     Need more RAM for large file
  3. Enterprise applications
  3. Enterprise applications

 Some apps assume MS Office always available on client PCs
 Some apps assume MS Office always available on client PCs
 Fixable for custom and internal apps
 Fixable for custom and internal apps


   4. Change mangement
   4. Change mangement
 People hate unnecessary changes, because of inconvenience
 People hate unnecessary changes, because of inconvenience
 Belief that resistance can stop the project increase resistance
 Belief that resistance can stop the project increase resistance
 The latest change will be blamed for all troubles afterward
 The latest change will be blamed for all troubles afterward
Osdev 7 Steps Migration


                                Standardize

                              standard policy
                              standard policy
                               (CEO signed)
                               (CEO signed)
        Standardize
                          Application Assessment
        Assessment
                          application compatibility
                          application compatibility
        Announce                  database
                                   database

          Deploy             User Assessment

         Training                user issue
                                 user issue
                                 database
                                  database
         Cutover
                                 Announce
         Support
Critical Success Factors



   Good change management
      Recognize this as an organizational change
      Enforce as organization policy signed by CEO

   Good planning
      Set workable goals, prefer quick wins
      Migrate the right people, the right time

   Continuous communication
      Tell why, how and when to everyone
      Tell the truth, all limitations and inconveniences

   Provide enough support
      Train all users, provide quick tech support

   Software installation control
      Users must not be able to install software
Your Choices

                                                        Huge
                                                     cost saving




 Cancel                                              Sustainable




               Do It Yourself       Go with Osdev
Angry Users                  Go                     Happy Users
                            Open
                           Source
Top Questions




   Can we use OpenOffice?
      Banks use IT extensively and won't take risk. If the two banks can use
      OpenOffice, you can do it too.

   Can we migrate to OpenOffice?
      If a 18,000-users bank can migrate to OpenOffice, you can do it too.

   We're willing to pay for the licenses. Why bother?
      Banks have the largest IT budget but the two banks save it for better
      projects. Why do you pay more?

   OpenOffice is free, why do we need a migration consultant?
      An OpenOffice migration project is an organization change. It is a
      complex process and may not always success. Why take risks?
      Guarantee your migration project success with our 6 years experience.
      See why 10% of public companies in SET50 go OpenOffice with us.
Conclusion




  OpenOffice migration leads to substantial cost saving
  It is possible if you recognize that it is an
  “organizational change”
  We did it several times
      TISCO FG, Bechachinda group, BTS

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Osdev Open Source Migration Process

  • 1. www.osdev.co.th Open Source Migration Why, What and How to success © 2011 Open Source Development Co., Ltd. http://www.osdev.co.th | info@osdev.co.th | tel 02 269 9889 This work is licensed under a Creative Commons License
  • 2. Outline Why you should migrate? Why Open Source? Why OpenOffice? What is Open Source Migration? The roadmap How to migrate successfully Osdev migration process, key success factors
  • 3. www.osdev.co.th Why should you migrate to open source software? © 2011 Open Source Development Co., Ltd. http://www.osdev.co.th | info@osdev.co.th | tel 02 269 9889 This work is licensed under a Creative Commons License
  • 4. Only 13% have no plan for Microsoft Office alternatives Complementary 57% alongside MS Office Specific segments 49% business need Replacement to reduce 25% cost in some segments For employees 16% never have MS Office No plan for 13% Office alternatives Other 3% Base: 115 global IT decision-makers Source: Q1 2010 Global Desktop Innovation Online Survey Forrester Research, Inc.
  • 5. Success Stories Corporate Users OpenOffice:MS Office EGAT 10,000 70% S&P PCL 1,200 95% NHA 2,000 60% SCB 18,000 80% TISCO 2,000 76% BTS 800 50% Benchachinda 2,000 60% Number of users with only OpenOffice Number of users with only OpenOffice 18,000 x 80% = 14,400 18,000 x 80% = 14,400 Total License Cost Saving Total License Cost Saving 14,400 x ฿11,000 = ฿158 Mil. 14,400 x ฿11,000 = ฿158 Mil.
  • 6. How much will you save by moving to OpenOffice? There are 1,000 PCs in your company MS Office license cost ฿11,000 per PC Normally, you've to pay ฿11,000,000 to legalize all installations However, if you migrate 80% of all PCs to OpenOffice You can uninstall 800 installations of MS Office That is, you'll save ฿8,800,000 by running this project!
  • 7. What's wrong with Microsoft Office? Best for Users Best for Users IT Pain Points IT Pain Points Perfect office suite Perfect office suite Adding more users – Adding more users – Tons of features Tons of features buy now or take risks buy now or take risks Everyone know how to use Everyone know how to use New releases – New releases – upgrade or out upgrade or out Business Pain Points Business Pain Points Cost about ฿11,000 // user Cost about ฿11,000 user Most users use few features Most users use few features Who control your IT investment? Who control your IT investment?
  • 8. Why OpenOffice? The best MS Office replacement available today! User Features User Features User Benefits User Benefits Look & feel like Office 2003 Look & feel like Office 2003 Less retraining Less retraining ` 90% Office 2003 features 90% Office 2003 features Usable for 90% users Usable for 90% users Open & save MS formats Open & save MS formats No need to big bang No need to big bang IT Benefits IT Benefits Business Benefits Business Benefits Adding more users – Adding more users – Cost ฿0 // user Cost ฿0 user anytime for free anytime for free Save ฿11,000 // user Save ฿11,000 user New releases – New releases – multiply with the number of multiply with the number of you decide when to upgrade you decide when to upgrade your users your users
  • 9. Open Source Software Benefits Use, copy, redistribute freely Use, copy, redistribute freely Huge IT cost saving Huge IT cost saving No risk of copyright infringement No risk of copyright infringement Source code available Source code available Freedom to give & share Freedom to give & share More transparent – no More transparent – no backdoor backdoor More secured – less More secured – less vulnerability vulnerability Store & exchange your data Store & exchange your data Less dependence on the Less dependence on the using open standards using open standards software developer software developer Easy to exit = No vendor lock-in Easy to exit = No vendor lock-in No corporate Alzheimer No corporate Alzheimer You plan your IT investment You plan your IT investment
  • 10. www.osdev.co.th What is open source migration?
  • 11. Avoid the Two Extremes Open Source is not usable Migration to - No Go Easy Go + Open Source & Fail is very easy Impossible to overcome resistance
  • 12. Migration Complexity Factors Why migrations are complex? Software Intrinsic Factors Software Intrinsic Factors Usage Pattern Factors Usage Pattern Factors 1 1 ease of use ease of use 1 how much is it used – rarely, 1 how much is it used – rarely, 2 2 look & feel similarity look & feel similarity often, all the time often, all the time 3 3 accuracy of data conversion accuracy of data conversion 2 how many users depend on it 2 how many users depend on it in day-to-day workflow in day-to-day workflow 3 how many line-of-business 3 how many line-of-business apps depend on it apps depend on it × multiply the above with Number of Users in Your Organization Number of Users in Your Organization
  • 13. The middle path to success migrations ✔ Go with - No Go Good Plan Easy Go + & Fail Open source migration is an “organizational change” not just Software
  • 14. Desktop Migration Roadmap Pure OpenOffice OpenOffice Open Source MS Office MS Office Linux License Cost Saving Linux Windows Mixed Windows Environment ux n Lin atio M i gr Vendor Lock-in f ice on Of rati g Mi Open Source Desktop Adoption
  • 15. Stages and Maturity of Open Source Desktop Adoption Mixed Pure Stage Vendor Lock-in Environment Open Source Product Applications Best Fit Open Source Dependent Office Suite 100% MS Office Mostly OpenOffice Mostly OpenOffice OS 100% Windows 100% Windows Mostly Linux Legalized licenses Take back control IT Strategy Go with the flow and save cost of your IT Open Source Desktop Adoption
  • 17. Challenges in OpenOffice Migration 1. Document conversion 1. Document conversion 2. OpenOffice limitations 2. OpenOffice limitations minor, fixable format error minor, fixable format error Small look & feel difference Small look & feel difference document VBA macro and document VBA macro and Known missing features Known missing features Access apps not convertible Access apps not convertible Need more RAM for large file Need more RAM for large file 3. Enterprise applications 3. Enterprise applications Some apps assume MS Office always available on client PCs Some apps assume MS Office always available on client PCs Fixable for custom and internal apps Fixable for custom and internal apps 4. Change mangement 4. Change mangement People hate unnecessary changes, because of inconvenience People hate unnecessary changes, because of inconvenience Belief that resistance can stop the project increase resistance Belief that resistance can stop the project increase resistance The latest change will be blamed for all troubles afterward The latest change will be blamed for all troubles afterward
  • 18. Osdev 7 Steps Migration Standardize standard policy standard policy (CEO signed) (CEO signed) Standardize Application Assessment Assessment application compatibility application compatibility Announce database database Deploy User Assessment Training user issue user issue database database Cutover Announce Support
  • 19. Critical Success Factors Good change management Recognize this as an organizational change Enforce as organization policy signed by CEO Good planning Set workable goals, prefer quick wins Migrate the right people, the right time Continuous communication Tell why, how and when to everyone Tell the truth, all limitations and inconveniences Provide enough support Train all users, provide quick tech support Software installation control Users must not be able to install software
  • 20. Your Choices Huge cost saving Cancel Sustainable Do It Yourself Go with Osdev Angry Users Go Happy Users Open Source
  • 21. Top Questions Can we use OpenOffice? Banks use IT extensively and won't take risk. If the two banks can use OpenOffice, you can do it too. Can we migrate to OpenOffice? If a 18,000-users bank can migrate to OpenOffice, you can do it too. We're willing to pay for the licenses. Why bother? Banks have the largest IT budget but the two banks save it for better projects. Why do you pay more? OpenOffice is free, why do we need a migration consultant? An OpenOffice migration project is an organization change. It is a complex process and may not always success. Why take risks? Guarantee your migration project success with our 6 years experience. See why 10% of public companies in SET50 go OpenOffice with us.
  • 22. Conclusion OpenOffice migration leads to substantial cost saving It is possible if you recognize that it is an “organizational change” We did it several times TISCO FG, Bechachinda group, BTS