www.osgeo.org
Open Source
Procurement
and the search for the
perfect hotdog
Welcome
Jody Garnett
Technical Architect
jody.garnett@gmail.com
@jodygarnett
how2map.com
Design, Discussion and Documentation from
around the Java GIS world. Developer with a
hands-on approach available for consulting
and training.
Open Source Projects
• GeoServer, GeoTools, JTS, uDig
Open Source Geospatial Foundation
• Board Member, Incubation Chair
• GeoTools Project Officer
• Marketing Committee
Eclipse Foundation
• Technology Project Chair
1 May 2019 Open Source Geospatial Foundation 2
Why open source?
Setting the stage for open source procurement
1 May 2019 Open Source Geospatial Foundation 3
How to make open source work out
1 May 2019 Open Source Geospatial Foundation 4
• Go attend Paul Ramsey’s keynote
(or look online)
• Paul is really good at going through
the economics of open source and
looking at the systems that to help or
hinder open source success.
• http://blog.cleverelephant.ca/writings
How to make open source work out
1 May 2019 Open Source Geospatial Foundation 5
• No money? Procurement is still for you
• Ian Turton has a great presentation you
should check out.
Earning you Support instead of Buying it
• Great hands on example of how the open
source social contract works and how you
can take part.
https://www.ianturton.com/talks/foss4ge
How to make open source work out
1 May 2019 Open Source Geospatial Foundation 6
• Worried about licenses?
• A couple talks on “Understanding Open
Source” that look at how open source licenses
work, how they can be used together, and
some good examples of when an open source
license includes an obligation.
• And “Here to Help” looking at how software
foundations can help project teams get their
licenses right (building herd immunity)
• https://www.slideshare.net/jgarnett
How to make open source work out
1 May 2019 Open Source Geospatial Foundation 7
• As a professional I tend to focus on risk:
• One of the biggest IT risks is procurement of
software and services
• This presentation looks at how open source
offers you greater control when selecting
software and services
Hot Dog
I bravely requested #GISChat share their favorite hot dog!
1 May 2019 Open Source Geospatial Foundation 8
1 May 2019 Open Source Geospatial Foundation 9
1 May 2019 Open Source Geospatial Foundation 10
Photo by Sandy Ching on Unsplash
Commercial
Off The Shelf Software
When was the last time you bought software from a shelf?
1 May 2019 Open Source Geospatial Foundation 11
1 May 2019 Open Source Geospatial Foundation 12
Costco Hotdog
1 May 2019 Open Source Geospatial Foundation 13
• That “COTS”co hotdog is great value
• Off the shelf hotdog!
• consistent repeatable experience (you know what you will get)
• suitable for bulk ordering
• Supply chain considerations
• But what goes into making your hot dog?
• wiener, bun, condiments
COTS
1 May 2019 Open Source Geospatial Foundation 14
• Commercial off the shelf-software
• A great value when it fits your needs
• Share the development risk across a large install base
• Great at common tasks, customization may not be possible
• Sales teams ready to help with feature comparisons,
whitepapers, benchmarks, …
• A few drawbacks
• Strong business motivation for customer lock-in
• Healthy competition is required to encourage value
• Can be quite a challenge to select technology
Open Source compared to COTS
1 May 2019 Open Source Geospatial Foundation 15
• Go ahead and check the software:
• fitness for purpose / software’s capabilities
• feature comparisons
• Benchmarks
• History of use in similar similar engagements
• Track record of successes and failures
• Check the expenses:
• ease of use (training costs)
• support
• update cycle
• Keep in mind
• open source projects are not always packaged as a “product”
• May not have sales or marketing material to check
• You are only getting a small part of the story
Develop In House Solution
Just the way mom (or dad) used to make it
1 May 2019 Open Source Geospatial Foundation 16
1 May 2019 Open Source Geospatial Foundation 17
Homemade Hotdog
1 May 2019 Open Source Geospatial Foundation 18
• Many households make their own
• build exactly the hotdog you like
• Supply chain considerations
• But what goes into making your hot dog?
• wiener, bun, condiments, love
• can be expensive but it is just like “mom” made...
• Supplies:
• Choose based on quality, taste, cost – you have control
• We benefit from FDA administration of the supply chain
• Or choose the certified “organic” supply chain
Develop In-House
1 May 2019 Open Source Geospatial Foundation 19
• In house custom development
• A great approach if you have developers on staff and are
comfortable with software development
• Although chances are your developers would like to use some
open source libraries …
• Some drawbacks
• Software development always has some risk
• Even if you are a software development shop, taking on custom
in house development can distract your attention from your
core business
Open Source compared to In-house
1 May 2019 Open Source Geospatial Foundation 20
• Open source has many of same advantages
• The software can be adapted to fit your needs
• Cam offer a running start for your development team
• Start with 90% of the solution and implement the last 10%
• Some clear advantages
• Draw on experts from outside of your organization
• Shared maintenance and QA
• Some risks:
• You have to be comfortable with how licenses work
• Not every open source project is set up for collaboration
• If you “fork” (make a copy) you are back to in house
• This is a popular way to start out!
• Starting from open source can jumpstart your development
• Upgrading may be difficult if you made a copy
Boutique
Software Development
Getting an expert to build software just for your
1 May 2019 Open Source Geospatial Foundation 21
1 May 2019 Open Source Geospatial Foundation 22
417 MAGAZINE
Artisanal Hotdog Experience
1 May 2019 Open Source Geospatial Foundation 23
• Delegating hotdog creation to a chef can be yummy
• Talent and inspiration play a part
• Supply chain considerations
• chief selects based on what is fresh / inspirational
• relationships with local farmers for table-to-plate experience
Boutique Software Development
1 May 2019 Open Source Geospatial Foundation 24
• Using an expert to create custom software
• Can be a useful tradeoff between costs and risk
• Inviting bids from vendors?
• “Expression of Interest” shares research burden with vendors
• Provides a competitive process for contract selection
• Optimizes for larger projects, which are more prone to failure
• This is often the start of a long term relationship
• Keep in mind
• You lose direct control over the technology used
• Many solutions will be built on open source
Open Source gives you control
1 May 2019 Open Source Geospatial Foundation 25
BEFORE:
vendor* à solution à technology
AFTER:
solution à technology à vendor*
• Open Source offers a different procurement workflow
• choose the most appropriate technology
• vendors compete on support and feature improvements
• open source offers a renegotiation of vendor relationship
• giving the customers more purchasing power
Evaluating Open Source Vendors
1 May 2019 Open Source Geospatial Foundation 26
• A good service provider can really help
• Quickly benefit from open source
• Offer a bridge between your concerns and developer community
• Offer you a voice in project roadmap and development
• Remember your buying power
• Multiple vendors are competing for your dollar
• Competition is ongoing
• Take advantage of open source transparency
• You can check service providers work
• Some folks have expertise using the software
• Look for a history contributing fixes on behalf of their customers
• Recommend ”core contributors” that help run the projects
(using these vendors helps keep open source sustainable)
Service Providers are easy to check
1 May 2019 Open Source Geospatial Foundation 27
Service Providers are easy to check
1 May 2019 Open Source Geospatial Foundation 28
Open Source Community
1 May 2019 Open Source Geospatial Foundation 29
1 May 2019 Open Source Geospatial Foundation 30
Wikimedia commons
Hotdog with Bratwurst
1 May 2019 Open Source Geospatial Foundation 31
• Taking the hotdog template and adjusting
• Go beyond what was supplied since you have the recipe
• Supply chain considerations
• You can be a snob and select the ingredients you love
• bratwurst, bun, condiments, good taste
• Supplies:
• Chosen for substance and style
Evaluating Open Source Community
1 May 2019 Open Source Geospatial Foundation 32
• Open Source gives you responsibility
• You are responsible for the technology you choose
• Provide unprecedented control
• “use at your own risk”
• Start by thinking of community as a partnership
• Take a similar level of care in research
Researching Participants
1 May 2019 Open Source Geospatial Foundation 33
• Dig into who is working on the project
• Is it one individual? Statistically yes …
• Who do they work for?
• Spare time, or as their primary job function?
Open Source gives you visibility
1 May 2019 Open Source Geospatial Foundation 34
• What organizations work on this project
• review each groups history like a vendor or potential partner
• are the companies from different industries?
• Mix industry or academia represented?
• Feel free to dig deeper
• perhaps the companies are all backed by the same funding source?
• Caution: open source may just be a publication option?
• Recognize subtle “vendor lock-in” when only one company
• Offers some insurance if they go out of business
• You may be their first opensource partner
• Is the organization your competitor?
• Open source collaboration, competition in the market
• Consider a software foundation for vendor neutral playground
Open Source gives you transparency
1 May 2019 Open Source Geospatial Foundation 35
• Dig into the “commit” history
• How active is the project?
• Is it growing or shrinking?
• Do contributions come in from outside the core team?
• What industries are represented?
• Dig into the bug tracker
• Is the project “keeping up” with new bugs?
• What is the average time for a response?
• What is the oldest bug, why hasn’t it been closed
Take advantage of our checklist
1 May 2019 Open Source Geospatial Foundation 36
The unexpected
1 May 2019 Open Source Geospatial Foundation 37
1 May 2019 Open Source Geospatial Foundation 38
The internet will surprise you
1 May 2019 Open Source Geospatial Foundation 39
• Requirements specification is hard
• Did that meets your definition of a hotdog
• Using the sandwich grid I will define a hotdog as a “wiener taco”
• bending expectations for to meet a demanding environment
• Supply chain considerations
• a creative approach for a vegan friendly supply chain
• quality assurance is important chicken chocolate
Hotdog is a “wiener taco”
1 May 2019 Open Source Geospatial Foundation 40
http://cuberule.com
It is not a question about bread
and the unique nature of
cylindrical beef. It is a
geometry problem.
Maura Judkis – Washington Post
Democracy Sausage
Australia provides my favorite hotdog
1 May 2019 Open Source Geospatial Foundation 42
1 May 2019 Open Source Geospatial Foundation 43
WIKIMEDIA COMMONS // CC BY-SA 4.0
Democracy Sausage
1 May 2019 Open Source Geospatial Foundation 44
• They are actually not that great
• folded white bread, lucky if it holds together before you are done
• fried onion
• barbeque sauce
• They are part of a bigger picture
• Voting is mandatory in Australia, on a Saturday
• Groups put on “sausage sizzle” for when voting is done
• Brings folks together after politics has taken them apart
I choose to help build the world
1 May 2019 Open Source Geospatial Foundation 45
• We are together in open source
• Open source helps everyone
• Work you do today, helps someone else tomorrow
• You can do more with open source
• Follow your expertise, and tag in others for help
Open Source
safer, superior, software
Photo by Clayton Cardinalli on Unsplash
democracysausage.org
1 May 2019 Open Source Geospatial Foundation 47
May 1, 2019 Open Source Geospatial Foundation 48
1 May 2019 Open Source Geospatial Foundation 49

Open Source Procurement

  • 1.
    www.osgeo.org Open Source Procurement and thesearch for the perfect hotdog
  • 2.
    Welcome Jody Garnett Technical Architect jody.garnett@gmail.com @jodygarnett how2map.com Design,Discussion and Documentation from around the Java GIS world. Developer with a hands-on approach available for consulting and training. Open Source Projects • GeoServer, GeoTools, JTS, uDig Open Source Geospatial Foundation • Board Member, Incubation Chair • GeoTools Project Officer • Marketing Committee Eclipse Foundation • Technology Project Chair 1 May 2019 Open Source Geospatial Foundation 2
  • 3.
    Why open source? Settingthe stage for open source procurement 1 May 2019 Open Source Geospatial Foundation 3
  • 4.
    How to makeopen source work out 1 May 2019 Open Source Geospatial Foundation 4 • Go attend Paul Ramsey’s keynote (or look online) • Paul is really good at going through the economics of open source and looking at the systems that to help or hinder open source success. • http://blog.cleverelephant.ca/writings
  • 5.
    How to makeopen source work out 1 May 2019 Open Source Geospatial Foundation 5 • No money? Procurement is still for you • Ian Turton has a great presentation you should check out. Earning you Support instead of Buying it • Great hands on example of how the open source social contract works and how you can take part. https://www.ianturton.com/talks/foss4ge
  • 6.
    How to makeopen source work out 1 May 2019 Open Source Geospatial Foundation 6 • Worried about licenses? • A couple talks on “Understanding Open Source” that look at how open source licenses work, how they can be used together, and some good examples of when an open source license includes an obligation. • And “Here to Help” looking at how software foundations can help project teams get their licenses right (building herd immunity) • https://www.slideshare.net/jgarnett
  • 7.
    How to makeopen source work out 1 May 2019 Open Source Geospatial Foundation 7 • As a professional I tend to focus on risk: • One of the biggest IT risks is procurement of software and services • This presentation looks at how open source offers you greater control when selecting software and services
  • 8.
    Hot Dog I bravelyrequested #GISChat share their favorite hot dog! 1 May 2019 Open Source Geospatial Foundation 8
  • 9.
    1 May 2019Open Source Geospatial Foundation 9
  • 10.
    1 May 2019Open Source Geospatial Foundation 10 Photo by Sandy Ching on Unsplash
  • 11.
    Commercial Off The ShelfSoftware When was the last time you bought software from a shelf? 1 May 2019 Open Source Geospatial Foundation 11
  • 12.
    1 May 2019Open Source Geospatial Foundation 12
  • 13.
    Costco Hotdog 1 May2019 Open Source Geospatial Foundation 13 • That “COTS”co hotdog is great value • Off the shelf hotdog! • consistent repeatable experience (you know what you will get) • suitable for bulk ordering • Supply chain considerations • But what goes into making your hot dog? • wiener, bun, condiments
  • 14.
    COTS 1 May 2019Open Source Geospatial Foundation 14 • Commercial off the shelf-software • A great value when it fits your needs • Share the development risk across a large install base • Great at common tasks, customization may not be possible • Sales teams ready to help with feature comparisons, whitepapers, benchmarks, … • A few drawbacks • Strong business motivation for customer lock-in • Healthy competition is required to encourage value • Can be quite a challenge to select technology
  • 15.
    Open Source comparedto COTS 1 May 2019 Open Source Geospatial Foundation 15 • Go ahead and check the software: • fitness for purpose / software’s capabilities • feature comparisons • Benchmarks • History of use in similar similar engagements • Track record of successes and failures • Check the expenses: • ease of use (training costs) • support • update cycle • Keep in mind • open source projects are not always packaged as a “product” • May not have sales or marketing material to check • You are only getting a small part of the story
  • 16.
    Develop In HouseSolution Just the way mom (or dad) used to make it 1 May 2019 Open Source Geospatial Foundation 16
  • 17.
    1 May 2019Open Source Geospatial Foundation 17
  • 18.
    Homemade Hotdog 1 May2019 Open Source Geospatial Foundation 18 • Many households make their own • build exactly the hotdog you like • Supply chain considerations • But what goes into making your hot dog? • wiener, bun, condiments, love • can be expensive but it is just like “mom” made... • Supplies: • Choose based on quality, taste, cost – you have control • We benefit from FDA administration of the supply chain • Or choose the certified “organic” supply chain
  • 19.
    Develop In-House 1 May2019 Open Source Geospatial Foundation 19 • In house custom development • A great approach if you have developers on staff and are comfortable with software development • Although chances are your developers would like to use some open source libraries … • Some drawbacks • Software development always has some risk • Even if you are a software development shop, taking on custom in house development can distract your attention from your core business
  • 20.
    Open Source comparedto In-house 1 May 2019 Open Source Geospatial Foundation 20 • Open source has many of same advantages • The software can be adapted to fit your needs • Cam offer a running start for your development team • Start with 90% of the solution and implement the last 10% • Some clear advantages • Draw on experts from outside of your organization • Shared maintenance and QA • Some risks: • You have to be comfortable with how licenses work • Not every open source project is set up for collaboration • If you “fork” (make a copy) you are back to in house • This is a popular way to start out! • Starting from open source can jumpstart your development • Upgrading may be difficult if you made a copy
  • 21.
    Boutique Software Development Getting anexpert to build software just for your 1 May 2019 Open Source Geospatial Foundation 21
  • 22.
    1 May 2019Open Source Geospatial Foundation 22 417 MAGAZINE
  • 23.
    Artisanal Hotdog Experience 1May 2019 Open Source Geospatial Foundation 23 • Delegating hotdog creation to a chef can be yummy • Talent and inspiration play a part • Supply chain considerations • chief selects based on what is fresh / inspirational • relationships with local farmers for table-to-plate experience
  • 24.
    Boutique Software Development 1May 2019 Open Source Geospatial Foundation 24 • Using an expert to create custom software • Can be a useful tradeoff between costs and risk • Inviting bids from vendors? • “Expression of Interest” shares research burden with vendors • Provides a competitive process for contract selection • Optimizes for larger projects, which are more prone to failure • This is often the start of a long term relationship • Keep in mind • You lose direct control over the technology used • Many solutions will be built on open source
  • 25.
    Open Source givesyou control 1 May 2019 Open Source Geospatial Foundation 25 BEFORE: vendor* à solution à technology AFTER: solution à technology à vendor* • Open Source offers a different procurement workflow • choose the most appropriate technology • vendors compete on support and feature improvements • open source offers a renegotiation of vendor relationship • giving the customers more purchasing power
  • 26.
    Evaluating Open SourceVendors 1 May 2019 Open Source Geospatial Foundation 26 • A good service provider can really help • Quickly benefit from open source • Offer a bridge between your concerns and developer community • Offer you a voice in project roadmap and development • Remember your buying power • Multiple vendors are competing for your dollar • Competition is ongoing • Take advantage of open source transparency • You can check service providers work • Some folks have expertise using the software • Look for a history contributing fixes on behalf of their customers • Recommend ”core contributors” that help run the projects (using these vendors helps keep open source sustainable)
  • 27.
    Service Providers areeasy to check 1 May 2019 Open Source Geospatial Foundation 27
  • 28.
    Service Providers areeasy to check 1 May 2019 Open Source Geospatial Foundation 28
  • 29.
    Open Source Community 1May 2019 Open Source Geospatial Foundation 29
  • 30.
    1 May 2019Open Source Geospatial Foundation 30 Wikimedia commons
  • 31.
    Hotdog with Bratwurst 1May 2019 Open Source Geospatial Foundation 31 • Taking the hotdog template and adjusting • Go beyond what was supplied since you have the recipe • Supply chain considerations • You can be a snob and select the ingredients you love • bratwurst, bun, condiments, good taste • Supplies: • Chosen for substance and style
  • 32.
    Evaluating Open SourceCommunity 1 May 2019 Open Source Geospatial Foundation 32 • Open Source gives you responsibility • You are responsible for the technology you choose • Provide unprecedented control • “use at your own risk” • Start by thinking of community as a partnership • Take a similar level of care in research
  • 33.
    Researching Participants 1 May2019 Open Source Geospatial Foundation 33 • Dig into who is working on the project • Is it one individual? Statistically yes … • Who do they work for? • Spare time, or as their primary job function?
  • 34.
    Open Source givesyou visibility 1 May 2019 Open Source Geospatial Foundation 34 • What organizations work on this project • review each groups history like a vendor or potential partner • are the companies from different industries? • Mix industry or academia represented? • Feel free to dig deeper • perhaps the companies are all backed by the same funding source? • Caution: open source may just be a publication option? • Recognize subtle “vendor lock-in” when only one company • Offers some insurance if they go out of business • You may be their first opensource partner • Is the organization your competitor? • Open source collaboration, competition in the market • Consider a software foundation for vendor neutral playground
  • 35.
    Open Source givesyou transparency 1 May 2019 Open Source Geospatial Foundation 35 • Dig into the “commit” history • How active is the project? • Is it growing or shrinking? • Do contributions come in from outside the core team? • What industries are represented? • Dig into the bug tracker • Is the project “keeping up” with new bugs? • What is the average time for a response? • What is the oldest bug, why hasn’t it been closed
  • 36.
    Take advantage ofour checklist 1 May 2019 Open Source Geospatial Foundation 36
  • 37.
    The unexpected 1 May2019 Open Source Geospatial Foundation 37
  • 38.
    1 May 2019Open Source Geospatial Foundation 38
  • 39.
    The internet willsurprise you 1 May 2019 Open Source Geospatial Foundation 39 • Requirements specification is hard • Did that meets your definition of a hotdog • Using the sandwich grid I will define a hotdog as a “wiener taco” • bending expectations for to meet a demanding environment • Supply chain considerations • a creative approach for a vegan friendly supply chain • quality assurance is important chicken chocolate
  • 40.
    Hotdog is a“wiener taco” 1 May 2019 Open Source Geospatial Foundation 40 http://cuberule.com It is not a question about bread and the unique nature of cylindrical beef. It is a geometry problem. Maura Judkis – Washington Post
  • 41.
    Democracy Sausage Australia providesmy favorite hotdog 1 May 2019 Open Source Geospatial Foundation 42
  • 42.
    1 May 2019Open Source Geospatial Foundation 43 WIKIMEDIA COMMONS // CC BY-SA 4.0
  • 43.
    Democracy Sausage 1 May2019 Open Source Geospatial Foundation 44 • They are actually not that great • folded white bread, lucky if it holds together before you are done • fried onion • barbeque sauce • They are part of a bigger picture • Voting is mandatory in Australia, on a Saturday • Groups put on “sausage sizzle” for when voting is done • Brings folks together after politics has taken them apart
  • 44.
    I choose tohelp build the world 1 May 2019 Open Source Geospatial Foundation 45 • We are together in open source • Open source helps everyone • Work you do today, helps someone else tomorrow • You can do more with open source • Follow your expertise, and tag in others for help
  • 45.
    Open Source safer, superior,software Photo by Clayton Cardinalli on Unsplash
  • 46.
    democracysausage.org 1 May 2019Open Source Geospatial Foundation 47
  • 47.
    May 1, 2019Open Source Geospatial Foundation 48
  • 48.
    1 May 2019Open Source Geospatial Foundation 49