Sustainable Business Model for FLOSS in the Public Sector

Cesare Brizio
Cesare BrizioCommunications, Marketing, Strategies
FOSS in the Public Sector:
                                                                     agile.open.connected
Business and Sustainability Models

              2nd OSEPA Conference in Jihlava 28 – 29 March 2012   Cesare Brizio
This presentation is not about “which exact
 steps you should take”: PloneGov didn’t
 discover anything new, and I’m not in the
    condition of teaching “secret arts”.




        2nd OSEPA Conference in Jihlava 28 – 29 March 2012   C. Brizio
Rather, it’s a talk about awareness, about
    understanding a system that generates
opportunities - a free software community - and
      about surrendering to that system




          2nd OSEPA Conference in Jihlava 28 – 29 March 2012   C. Brizio
From energy to synergy:
let’s put the pieces together




 2nd OSEPA Conference in Jihlava 28 – 29 March 2012   C. Brizio
Three different energies...
       Public                       Free SW                    Free SW
    organizations                 communities                   SMBs




     Requirements                  Methods and                  Technical
    and operational                opportunities               knowledge,
      knowledge                     (“lifestyle”)                services


      new Laws,
    Procurement...
    Who else can
    provide them?                       ?
Which is the smartest way to converge?
          2nd OSEPA Conference in Jihlava 28 – 29 March 2012                C. Brizio
Each source should irradiate the other two!
 Law should                                 Public
  favor this                             organizations
   synergy!
  Global and
   National
crises provide
                          un ,
                 so le, fr ity
                      mm ds




                                                                      So ult
                                                                       Co ini atio
                    ftw ee
opportunities!
                   co tho




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                                                                        lut ing
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                                         gy e,
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                  sty




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                                   str oftw




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                                                                                  , n
                                                          ire
                                     es




                                                           me
                                 Fre




                                                             nts
                                           Methods,
                                          community
                                           style, free
          com




                                           software
             Fre niti




                                                                            SM W
                                                                                eS
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                e S es
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                                         Free software,
                                            strategy
                 2nd OSEPA Conference in Jihlava 28 – 29 March 2012                     C. Brizio
We call such a synergy
                      “The PloneGov Triangle”:
         everybody keeps on doing what he is best at,
                                 it just requires...
• a mature free software community
• companies actually embedded in that community (not
      opportunists...)
• some degree of involvement of the Public Sector in that
      community
• in short, each side of the triangle must be self-
      sustaining!
                PloneGov itself is a community

              2nd OSEPA Conference in Jihlava 28 – 29 March 2012   C. Brizio
THE MODEL
                             Public bodies
                                                                MAY APPLY TO
                                                                ANY MATURE
                                                               FREE SOFTWARE

                                XXX Gov
Plone free                                                      RedTurtle,
 software                                                   Zea Partners network
Community                                                      & other SMBs



✓ Tri-polar synergy

✓ Simple concepts, far-ranging implications

✓ Network-style collaboration at all vertices

       2nd OSEPA Conference in Jihlava 28 – 29 March 2012                          C. Brizio
A borderline case from Belgium:
   “IMIO, nouvel acteur de la mutualisation informatique pour les
          communes” (http://www.communesplone.be/)

                                            Union des Villes et
                                            Communes de Wallonie

                                A project-centric communitiy
                                (“CommunesPlone”) of “Do It
                                   Yourself” Public bodies


✓ Under very specific conditions (availability of skilled resources within the
  Public Sector, tradition of common investments) such as the CommunesPlone
  platform, the Public Bodies can do all by themselves
✓ Resource pooling, Project-focused collaboration
✓ Excellent example, but too advanced, unapplicable in most cases. PloneGov
  Italia may be less impressive, but is much easier to generalize and spread.


                2nd OSEPA Conference in Jihlava 28 – 29 March 2012      C. Brizio
Why the Public Bodies?

... well, OSEPA already knows the answer :-)




          2nd OSEPA Conference in Jihlava 28 – 29 March 2012   C. Brizio
I hinted at “.....some degree of involvement of the Public
                   Sector in that community”


                  Q.: which degree???




          2nd OSEPA Conference in Jihlava 28 – 29 March 2012   C. Brizio
A.: Any degree, up to this:




2nd OSEPA Conference in Jihlava 28 – 29 March 2012   C. Brizio
Why Plone?
(...or any other suitable free software community....)




       2nd OSEPA Conference in Jihlava 28 – 29 March 2012   C. Brizio
COMMUNITIES:
a key feature of free software


  Metrics of openness and
  reliability: Simon Phipps’
      Software Freedom
           Scorecard

The model can only be based
 on a mature free software
   supported by an active,
  mature and widespread
      community, worth
 participating. A community
  giving an advantage to its
          members.



   C. Brizio
FREE
                                                    SOFTWARE




                     Operating       Personal
      ...
                     Systems        productivity        CMS              DBMS     ERP                  ...




...         Drupal      Joomla       ...                       ...   EZ Publish         Alfresco             ...


                      Standard CMS                           Enterprise CMS


                          2nd OSEPA Conference in Jihlava 28 – 29 March 2012                       C. Brizio
Why RedTurtle?
(...or any other suitable community-embedded SMB serving
                      the public sector....)




           2nd OSEPA Conference in Jihlava 28 – 29 March 2012   C. Brizio
RedTurtle: the importance of
being embedded in the
community

Opportunists (“pretenders”) may
look like believers, we are believers.

✓   highest standard of involvement:
    • see what’s happening               Opportunists may look like believers,
                                         but they can just float ...
    •   influence decisions
    •   have some saying on the
        roadmap
✓   highest standard of ethics and
    commitment:
    • release software
    •   be fair
    •   be collaborative

                                         ... where we swim.
    C. Brizio
RedTurtle
network and community

✓   a scalable workforce:

    •    we
    •    our business network
    •    Plone core developers
    •    Plone community

✓   a continuing involvement in
    the evolution of our
    reference technology and in
    the community

✓   about 70 Products released
    with GPL license



    C. Brizio
ZEA Partners
✓ A global network of SMBs
  building open source solutions

✓ 20 partners, 2 italians
  (RedTurtle is part of the board)

✓ ZEA in 2007 contributed to the
  birth of PloneGov.org by
  providing technical assistance to
  the founding members in Belgium

✓ Recently reborn in Italy (I’m the
  secretary) ZEA continues to
  engage actively in the support of
  the PloneGov initiative, in Italy
  and elsewhere

   C. Brizio
http://www.plonegov.org


               Gov Italia                 http://www.plonegov.it


The PloneGov device: mechanical parts




      2nd OSEPA Conference in Jihlava 28 – 29 March 2012           C. Brizio
PloneGov
A worldwide community
of the Public Sector,
aimed at sharing and
reusing Plone software
and Plone knowledge
among the member
Public Bodies.

Requirements?

 •Being a Public Body
 •Using (or having
   interest for) Plone

 C. Brizio
Gov Italia
✓ The national chapter of PloneGov (http://www.plonegov.it)

✓ About 50 members

✓ Different public bodies and solutions: Universities, Health
  Agencies, Regions, Provinces, Cities, Chamber of
  Commerce, ...




              2nd OSEPA Conference in Jihlava 28 – 29 March 2012   C. Brizio
Plone, PloneGov and ZEA Partners - the big picture
         A community                                            A Free Software
         of developers                                            Technology
                                                                                    A PUBLIC BODY
                             A NATIONAL NETWORK OF PUBLIC BODIES




                                           Gov Italia


                         Gov
A GLOBAL NETWORK OF PUBLIC BODIES
                                                  Promotes and gives technical support
 A GLOBAL NETWORK OF COMPANIES




                                                                              A COMPANY



                 And any FLOSS company and freelance may join in the business model (no monopoly)!

                 2nd OSEPA Conference in Jihlava 28 – 29 March 2012                       C. Brizio
Sustainable reuse model, the “bottom-up” way

                                       other
                                      bodies       PloneGov           ‣ triggered by an
                                                                        individual Public Body
                                      reusable      reusable
                                      solution      solution            (e.g. Chamber of
                                                                        Commerce, Town,
Plone SMBs, ZEA network                                                 local Agency...)

                                                                      ‣ propagating by “peer
        1) REQUIREMENTS                                                 to peer” infection
                                        2) VALIDATION
                                                                        among other individual
                            3) PROTOTYPE                                organizations

                                                                      ‣ particularly suited for
                        4) SUPPORT TO REUSE                             products
  “Pilot” body
                                                                      ‣ may escalate to “top
                             Reusing                                    down” model when
                              bodies                                    becoming epidemic
                                                                        and attracting the
                                                                        attention of an
                                                                        Association of Public
                                                                        Bodies
                 2nd OSEPA Conference in Jihlava 28 – 29 March 2012                   C. Brizio
Sustainable reuse model, the “top-down” way


                                                  other
                                                 bodies                     ‣ triggered by involving
 Public Bodies in the Association                               PloneGov
                                                                              an Aggregate of Public
                                 reusable         reusable       reusable
 REQUIREMENT   REQUIREMENT       solution         solution       solution     Bodies

                                                                            ‣ propagation “by
P. B.
                                                                              directive” and by “peer
Assn. HARMONIZATION                           VALIDATION
                                                                              to peer” infection

      “Pilot” body               PROTOTYPE                   Plone SMBs,    ‣ suited for products but
                                                             ZEA Network      particularly well-suited
                                                                              for ad hoc projects
 Public Bodies                    SUPPORT TO REUSE                          ‣ market target
 Association
                                                                              potentially bigger
                                  Reusing                                   ‣ human and
                                   bodies                                     economical resource
                                                                              pooling may be much
                                                                              easier


                     2nd OSEPA Conference in Jihlava 28 – 29 March 2012                     C. Brizio
Gov Italia

The PloneGov Model - case studies




     2nd OSEPA Conference in Jihlava 28 – 29 March 2012   C. Brizio
Model 1 - “Institutional” reuse
a real case from an Association of Communes


                    Unione Reno Galliera                               Gov Italia



                           Online official board integrated with different
                                Resolutions management softwares




               Communes of the Unione


          2nd OSEPA Conference in Jihlava 28 – 29 March 2012                C. Brizio
Model 2 - Horizontal infection (solutions)
a real case between identical Public Bodies


         Chamber of Commerce of Ferrara                             Gov Italia




                               Portal and Intranet




          8 other Chambers of Commerce                              Gov Italia




           2nd OSEPA Conference in Jihlava 28 – 29 March 2012   C. Brizio
Model 2 - Horizontal (modules)
An example (among many) - between two identical bodies

                           City di Modena                         Gov Italia




                               Monet.Modulistica




         City of San Giovanni in Persiceto                        Gov Italia




          2nd OSEPA Conference in Jihlava 28 – 29 March 2012   C. Brizio
Model 3 - Cross / bidirectional reuse
a real case between two similar bodies


                       Province of Ferrara                               Gov Italia




       Intranet / DMS / Resolutions /
        Quality Management System
                                                    Official Register



                           City of Padova                                Gov Italia




           2nd OSEPA Conference in Jihlava 28 – 29 March 2012          C. Brizio
Model 4 - Bottom-up escalation
vertical reuse: hierarchical escalation
                            City of Modena                       Gov Italia


                             Youth Information portal




                   Emilia Romagna Region                         Gov Italia


                              GECO Federated Portal




                              National Level
           (Agreement RER / ANCI / Ministry of Youth)


            2nd OSEPA Conference in Jihlava 28 – 29 March 2012         C. Brizio
Model 5 - On-demand development
borderline case: “on demand development” (offer in reuse)


         Chamber of Commerce of Ferrara                                       Gov Italia




                      Digital Archival and Search of criminal lawsuits files




      State Prosecutor Office, Court of Ferrara



           2nd OSEPA Conference in Jihlava 28 – 29 March 2012             C. Brizio
Model 6 - Pooling brains and experiences
self-managed technical events


       City of Modena, Emilia Romagna region                                    Gov Italia




      Workshop for the exchange of PloneGov solutions (November 2010)




            2nd OSEPA Conference in Jihlava 28 – 29 March 2012          C. Brizio
Model 6 - Pooling brains and experiences
browsing around for the missing pieces....


     Guardia di Finanza                             Gov Italia




                                         City of Modena            Gov Italia




                              Regione Emilia Romagna                             Gov Italia




    Websites and Institutional portal



              2nd OSEPA Conference in Jihlava 28 – 29 March 2012                C. Brizio
Grazie. Thank you.
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Sustainable Business Model for FLOSS in the Public Sector

  • 1. FOSS in the Public Sector: agile.open.connected Business and Sustainability Models 2nd OSEPA Conference in Jihlava 28 – 29 March 2012 Cesare Brizio
  • 2. This presentation is not about “which exact steps you should take”: PloneGov didn’t discover anything new, and I’m not in the condition of teaching “secret arts”. 2nd OSEPA Conference in Jihlava 28 – 29 March 2012 C. Brizio
  • 3. Rather, it’s a talk about awareness, about understanding a system that generates opportunities - a free software community - and about surrendering to that system 2nd OSEPA Conference in Jihlava 28 – 29 March 2012 C. Brizio
  • 4. From energy to synergy: let’s put the pieces together 2nd OSEPA Conference in Jihlava 28 – 29 March 2012 C. Brizio
  • 5. Three different energies... Public Free SW Free SW organizations communities SMBs Requirements Methods and Technical and operational opportunities knowledge, knowledge (“lifestyle”) services new Laws, Procurement... Who else can provide them? ? Which is the smartest way to converge? 2nd OSEPA Conference in Jihlava 28 – 29 March 2012 C. Brizio
  • 6. Each source should irradiate the other two! Law should Public favor this organizations synergy! Global and National crises provide un , so le, fr ity mm ds So ult Co ini atio ftw ee opportunities! co tho Cu lut ing are ns ng Tra miz Me sto ion , gy e, ate ar Re sty s, str oftw qu , n ire es me Fre nts Methods, community style, free com software Fre niti SM W eS Bs e S es mu Fre W Free software, strategy 2nd OSEPA Conference in Jihlava 28 – 29 March 2012 C. Brizio
  • 7. We call such a synergy “The PloneGov Triangle”: everybody keeps on doing what he is best at, it just requires... • a mature free software community • companies actually embedded in that community (not opportunists...) • some degree of involvement of the Public Sector in that community • in short, each side of the triangle must be self- sustaining! PloneGov itself is a community 2nd OSEPA Conference in Jihlava 28 – 29 March 2012 C. Brizio
  • 8. THE MODEL Public bodies MAY APPLY TO ANY MATURE FREE SOFTWARE XXX Gov Plone free RedTurtle, software Zea Partners network Community & other SMBs ✓ Tri-polar synergy ✓ Simple concepts, far-ranging implications ✓ Network-style collaboration at all vertices 2nd OSEPA Conference in Jihlava 28 – 29 March 2012 C. Brizio
  • 9. A borderline case from Belgium: “IMIO, nouvel acteur de la mutualisation informatique pour les communes” (http://www.communesplone.be/) Union des Villes et Communes de Wallonie A project-centric communitiy (“CommunesPlone”) of “Do It Yourself” Public bodies ✓ Under very specific conditions (availability of skilled resources within the Public Sector, tradition of common investments) such as the CommunesPlone platform, the Public Bodies can do all by themselves ✓ Resource pooling, Project-focused collaboration ✓ Excellent example, but too advanced, unapplicable in most cases. PloneGov Italia may be less impressive, but is much easier to generalize and spread. 2nd OSEPA Conference in Jihlava 28 – 29 March 2012 C. Brizio
  • 10. Why the Public Bodies? ... well, OSEPA already knows the answer :-) 2nd OSEPA Conference in Jihlava 28 – 29 March 2012 C. Brizio
  • 11. I hinted at “.....some degree of involvement of the Public Sector in that community” Q.: which degree??? 2nd OSEPA Conference in Jihlava 28 – 29 March 2012 C. Brizio
  • 12. A.: Any degree, up to this: 2nd OSEPA Conference in Jihlava 28 – 29 March 2012 C. Brizio
  • 13. Why Plone? (...or any other suitable free software community....) 2nd OSEPA Conference in Jihlava 28 – 29 March 2012 C. Brizio
  • 14. COMMUNITIES: a key feature of free software Metrics of openness and reliability: Simon Phipps’ Software Freedom Scorecard The model can only be based on a mature free software supported by an active, mature and widespread community, worth participating. A community giving an advantage to its members. C. Brizio
  • 15. FREE SOFTWARE Operating Personal ... Systems productivity CMS DBMS ERP ... ... Drupal Joomla ... ... EZ Publish Alfresco ... Standard CMS Enterprise CMS 2nd OSEPA Conference in Jihlava 28 – 29 March 2012 C. Brizio
  • 16. Why RedTurtle? (...or any other suitable community-embedded SMB serving the public sector....) 2nd OSEPA Conference in Jihlava 28 – 29 March 2012 C. Brizio
  • 17. RedTurtle: the importance of being embedded in the community Opportunists (“pretenders”) may look like believers, we are believers. ✓ highest standard of involvement: • see what’s happening Opportunists may look like believers, but they can just float ... • influence decisions • have some saying on the roadmap ✓ highest standard of ethics and commitment: • release software • be fair • be collaborative ... where we swim. C. Brizio
  • 18. RedTurtle network and community ✓ a scalable workforce: • we • our business network • Plone core developers • Plone community ✓ a continuing involvement in the evolution of our reference technology and in the community ✓ about 70 Products released with GPL license C. Brizio
  • 19. ZEA Partners ✓ A global network of SMBs building open source solutions ✓ 20 partners, 2 italians (RedTurtle is part of the board) ✓ ZEA in 2007 contributed to the birth of PloneGov.org by providing technical assistance to the founding members in Belgium ✓ Recently reborn in Italy (I’m the secretary) ZEA continues to engage actively in the support of the PloneGov initiative, in Italy and elsewhere C. Brizio
  • 20. http://www.plonegov.org Gov Italia http://www.plonegov.it The PloneGov device: mechanical parts 2nd OSEPA Conference in Jihlava 28 – 29 March 2012 C. Brizio
  • 21. PloneGov A worldwide community of the Public Sector, aimed at sharing and reusing Plone software and Plone knowledge among the member Public Bodies. Requirements? •Being a Public Body •Using (or having interest for) Plone C. Brizio
  • 22. Gov Italia ✓ The national chapter of PloneGov (http://www.plonegov.it) ✓ About 50 members ✓ Different public bodies and solutions: Universities, Health Agencies, Regions, Provinces, Cities, Chamber of Commerce, ... 2nd OSEPA Conference in Jihlava 28 – 29 March 2012 C. Brizio
  • 23. Plone, PloneGov and ZEA Partners - the big picture A community A Free Software of developers Technology A PUBLIC BODY A NATIONAL NETWORK OF PUBLIC BODIES Gov Italia Gov A GLOBAL NETWORK OF PUBLIC BODIES Promotes and gives technical support A GLOBAL NETWORK OF COMPANIES A COMPANY And any FLOSS company and freelance may join in the business model (no monopoly)! 2nd OSEPA Conference in Jihlava 28 – 29 March 2012 C. Brizio
  • 24. Sustainable reuse model, the “bottom-up” way other bodies PloneGov ‣ triggered by an individual Public Body reusable reusable solution solution (e.g. Chamber of Commerce, Town, Plone SMBs, ZEA network local Agency...) ‣ propagating by “peer 1) REQUIREMENTS to peer” infection 2) VALIDATION among other individual 3) PROTOTYPE organizations ‣ particularly suited for 4) SUPPORT TO REUSE products “Pilot” body ‣ may escalate to “top Reusing down” model when bodies becoming epidemic and attracting the attention of an Association of Public Bodies 2nd OSEPA Conference in Jihlava 28 – 29 March 2012 C. Brizio
  • 25. Sustainable reuse model, the “top-down” way other bodies ‣ triggered by involving Public Bodies in the Association PloneGov an Aggregate of Public reusable reusable reusable REQUIREMENT REQUIREMENT solution solution solution Bodies ‣ propagation “by P. B. directive” and by “peer Assn. HARMONIZATION VALIDATION to peer” infection “Pilot” body PROTOTYPE Plone SMBs, ‣ suited for products but ZEA Network particularly well-suited for ad hoc projects Public Bodies SUPPORT TO REUSE ‣ market target Association potentially bigger Reusing ‣ human and bodies economical resource pooling may be much easier 2nd OSEPA Conference in Jihlava 28 – 29 March 2012 C. Brizio
  • 26. Gov Italia The PloneGov Model - case studies 2nd OSEPA Conference in Jihlava 28 – 29 March 2012 C. Brizio
  • 27. Model 1 - “Institutional” reuse a real case from an Association of Communes Unione Reno Galliera Gov Italia Online official board integrated with different Resolutions management softwares Communes of the Unione 2nd OSEPA Conference in Jihlava 28 – 29 March 2012 C. Brizio
  • 28. Model 2 - Horizontal infection (solutions) a real case between identical Public Bodies Chamber of Commerce of Ferrara Gov Italia Portal and Intranet 8 other Chambers of Commerce Gov Italia 2nd OSEPA Conference in Jihlava 28 – 29 March 2012 C. Brizio
  • 29. Model 2 - Horizontal (modules) An example (among many) - between two identical bodies City di Modena Gov Italia Monet.Modulistica City of San Giovanni in Persiceto Gov Italia 2nd OSEPA Conference in Jihlava 28 – 29 March 2012 C. Brizio
  • 30. Model 3 - Cross / bidirectional reuse a real case between two similar bodies Province of Ferrara Gov Italia Intranet / DMS / Resolutions / Quality Management System Official Register City of Padova Gov Italia 2nd OSEPA Conference in Jihlava 28 – 29 March 2012 C. Brizio
  • 31. Model 4 - Bottom-up escalation vertical reuse: hierarchical escalation City of Modena Gov Italia Youth Information portal Emilia Romagna Region Gov Italia GECO Federated Portal National Level (Agreement RER / ANCI / Ministry of Youth) 2nd OSEPA Conference in Jihlava 28 – 29 March 2012 C. Brizio
  • 32. Model 5 - On-demand development borderline case: “on demand development” (offer in reuse) Chamber of Commerce of Ferrara Gov Italia Digital Archival and Search of criminal lawsuits files State Prosecutor Office, Court of Ferrara 2nd OSEPA Conference in Jihlava 28 – 29 March 2012 C. Brizio
  • 33. Model 6 - Pooling brains and experiences self-managed technical events City of Modena, Emilia Romagna region Gov Italia Workshop for the exchange of PloneGov solutions (November 2010) 2nd OSEPA Conference in Jihlava 28 – 29 March 2012 C. Brizio
  • 34. Model 6 - Pooling brains and experiences browsing around for the missing pieces.... Guardia di Finanza Gov Italia City of Modena Gov Italia Regione Emilia Romagna Gov Italia Websites and Institutional portal 2nd OSEPA Conference in Jihlava 28 – 29 March 2012 C. Brizio