Mervyn Colton la open source forum 2003


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Quest Presentation on working with Open Source, Merv Colton Presenter

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Mervyn Colton la open source forum 2003

  1. 1. Case Studies of 2 grant making organisations
  2. 2. <ul><li>Background. </li></ul><ul><ul><li>Quest Computing </li></ul></ul><ul><ul><li>Total AIMS </li></ul></ul><ul><li>Dublin City Council – Housing Adaption Grants System. </li></ul><ul><li>FNR – Research Grant system </li></ul><ul><li>Common issues for Total Aims clients </li></ul>
  3. 3. <ul><li>Irish Software Company </li></ul><ul><li>Started 1989 </li></ul><ul><li>Originally Oracle and Progress Bespoke Software development </li></ul><ul><li>Became product focused late 90’s </li></ul><ul><li>Used Unix since 1990. </li></ul><ul><li>Used open source since 2000 </li></ul>
  4. 5. Schemes Central Contacts Database Smart Forms Letters, e-mail & Publications Monitoring Flexbase APIs (Oracle, JDE, Sun) Funding Processing Module CASE Handling Module Reports Inbox Meetings Budgets Payments Security Searching Translation Mgr. AIMS
  5. 6. <ul><li>Housing Adaptation Grants System </li></ul><ul><li>National scheme, implemented by each council </li></ul><ul><li>Means tested </li></ul><ul><li>Options for external reports – Occupational Therapist’s Assessments </li></ul><ul><li>Different rules depending on the age of the house. </li></ul>
  6. 7. <ul><li>System facilities required: </li></ul><ul><ul><li>Workflow, to process the grant through a number of departments / sections / people within DCC. </li></ul></ul><ul><ul><li>Document management </li></ul></ul><ul><ul><li>CRM facilities </li></ul></ul><ul><ul><li>Electronic application forms </li></ul></ul><ul><ul><li>Automated letter production </li></ul></ul>
  7. 8. <ul><li>Technical facilities required: </li></ul><ul><ul><li>Ability to send payment details through to the Oracle Financials </li></ul></ul><ul><ul><li>Ability to extend the system, to allow custom business rules and grant calculation algorithm to be executed </li></ul></ul><ul><ul><li>COTS (Commercial Off The Shelf) product preferred approach. </li></ul></ul><ul><ul><li>Data Migration, to allow historic data to be loaded. </li></ul></ul>
  8. 13. <ul><li>Established in 1999 </li></ul><ul><li>The National Research Fund (FNR) has developed various thematic and structural funding instruments that helped to construct Luxembourg’s reputation as a research site. </li></ul><ul><li>They run 13 schemes, in 3 different areas. </li></ul><ul><li>PhD, Postdoc, Project Grants, Mobility grants etc. </li></ul>
  9. 14. <ul><li>Required a system to: </li></ul><ul><li>Allow online applications to be processed. </li></ul><ul><li>Allow online external reviewers to review specific applications. </li></ul><ul><li>Interface directly with Luxemburg’s banking system to process payments. </li></ul><ul><li>Build a history of all applications each researcher has been involved in. </li></ul><ul><li>Allow FNR to modify and change the standard forms and template letters used by the system. </li></ul>
  10. 15. <ul><li>Technical Requirements: </li></ul><ul><li>Operate on windows servers. </li></ul>
  11. 20. <ul><li>SLA – Service Level Agreements. </li></ul><ul><li>Releases and Upgrades. </li></ul><ul><li>Understanding what is open source, and what is Quest’s. </li></ul>
  12. 21. <ul><li>Clients want regular SLA’s. </li></ul><ul><li>A real person in a real company that they can contract with. </li></ul><ul><li>One single SLA for the complete application. </li></ul><ul><li>Example: RedHat sla on Linux. </li></ul>
  13. 22. <ul><li>Clients want product releases, with all open source elements included and tested together. </li></ul><ul><li>Clients would like one release note, listing the changes and issues on each part of the system regardless of where it came from. </li></ul><ul><li>Clients can maintain some elements, such as style sheets themselves. </li></ul>
  14. 23. <ul><li>Quest uses a number of open source tools, utilities, products, widgets including: </li></ul><ul><ul><li>Xihna HTML editor, for use by end users as a wysiwg letter editor. </li></ul></ul><ul><ul><li>Open Office, for use by our pdf generator to read our RTF output format and convert it to PDF </li></ul></ul><ul><ul><li>Graphviz, used to generate diagrams to visually document the workflows used in Total Aims. </li></ul></ul><ul><ul><li>iText. Tool for PDF manipulation, specifically for creating one PDF by combining a number of other documents. </li></ul></ul>
  15. 24. <ul><li>Quest have written the Grant Management Specific items including: </li></ul><ul><ul><li>Budget Management </li></ul></ul><ul><ul><li>Decisions and commitments </li></ul></ul><ul><ul><li>Meetings and Decisions </li></ul></ul><ul><ul><li>Payments </li></ul></ul><ul><ul><li>Financial API </li></ul></ul><ul><li>Quest views these are proprietary software, Whereby we do not open the sources or the IP to 3 rd parties. </li></ul>
  16. 25. <ul><li>How does Quest interact with parties that provide open source elements in AIMS: </li></ul><ul><ul><li>SLA’s with some suppliers </li></ul></ul><ul><ul><li>Fix issues and bugs in open source code, and return to the open source “pool” </li></ul></ul><ul><ul><li>Pay 3 rd parties to enhance the open source tools that we use </li></ul></ul><ul><ul><li>Co-operation with some suppliers to jointly improve some features of open source code. </li></ul></ul>
  17. 26. Sample of AIMS clients