© 2006 Copyright, Open Country. All rights reserved.
Open IT Forum Overview
Enabling Open IT
August 2006
© 2006 Copyright, Open Country. All rights reserved.Page 2
Open IT Forum: Agenda August 3/4 2006 Founder’s Dinner – 6pm (Social Event)
• Guest Speaker – Stuart Cohen, CEO Open Source Development Lab Founder’s Session
• 8:00-8:30am Continental Breakfast (Introductions)• 8:30-8:50am Agenda Review and Open IT Overview (Grove)• 8:50-9:20am Founder’s View – Why they joined Open IT
- Bill Vass, Vin Melvin, Sean Magee, Max Rayner• 9:20-9:50am Project Avalanche – Results, Lessons (Black)• 9:50-10:00am Break• 10:00-10:20am Open IT Project Process and Deliverables (Grove/Rayner) – Introducing Best IT
Solutions (BITS)• 10:20-11:50am Project Selection (Grove/Founders)
- IT Governance (Melvin), ITRP (Vass), SAAS (Rayner), Open Source Sandbox (TBD), Other• 12:00-1:00pm – Lunch, Open IT Model and Legal Structure (Grove/Radcliffe)• 1:00-1:45pm Project Working Groups – Output of Scope, Direction• 1:45pm-2:00pm Summary of Decisions, Actions, Issues• Next Meeting (October 5 Proposal)
© 2006 Copyright, Open Country. All rights reserved.Page 3
Open IT Overview
Introductions Agenda/logistics Ideal Output of the meeting
• 3 projects committed, united passion to build Open IT Open IT Summary
© 2006 Copyright, Open Country. All rights reserved.Page 4
The Opportunity: Solve IT Once
Open Source Model Works
Sharing/Improving of Code
Enterprise 1 Enterprise 2
Enterprise 3
Open IT Model Works
Enterprise n
Sharing/Improving of Solutions
Telco CRM Desktop
© 2006 Copyright, Open Country. All rights reserved.Page 5
Open IT Forum – Introduction
Mission: Enable Open IT
Function: Manages collaborative groups, facilitate projects
Goal: Enhance Enterprise differentiation via IT
2006 Objective: 3 successful projects, 25+ members
2008 Vision: 1000 of Global 2000 belong to Open IT
• Average member clearly outperforms non-member
• Improves IT – Vendor relationships. >> differentiation Core Team: Michael Grove, Andrew Black, Jay Hansen, Laurent
Gharda, Bill French, and Mike Takamoto
© 2006 Copyright, Open Country. All rights reserved.Page 6
Open IT Forum Value Proposition
Selective IP Sharing Legal Structure
Opportunity to share solutions, expertise, and results
Project based collaboration – increase innovation, reduces risk
Participative architecture – pooling of IP, and project contribution
Collective interface/leverage with certified vendors
Collaborative environment, expert facilitation of projects and management – Enabling Open IT
© 2006 Copyright, Open Country. All rights reserved.Page 7
Open IT: What is Different
Membership Value Proposition
OCAvalanche
Gartner Executive Program
Management
Consultants
User Groups
Industry Groups
Standards Groups
IP Sharing Structure
Yes No No No No Maybe
Best IT Solutions (BITS)
Yes No Maybe No No No
Certified Vendor Interface
Yes No No No No No
IP Contribution (Open IT)
Yes No No No No No
Cum benefit from Members
Yes No No No No No
Sharing Resources/Results
Yes No No Maybe Maybe Maybe
© 2006 Copyright, Open Country. All rights reserved.Page 8
Critical Success Factors
Do Culture Early Concrete Results Selecting Projects and Collaborations that “matter” Participative architecture
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Participative Architecture
Number of Members
Cum Benefit to each Member
IP Contributions
Project Contributions
© 2006 Copyright, Open Country. All rights reserved.Page 10
Open IT IP Contribution from Sun
CIO Handbook Sun IT Enterprise Architecture Sun IT Architecture / Summary of Major Architectural Components Sun IT Enterprise Architecture FY04-FY08 Sun IT Enterprise Architecture FY04-FY08 Executive Summary Sun IT Application Architecture Sun IT Portal Architecture Strategy Overview Edge WLAN Architecture Sun IT SOA Sun Software Vision Sun IT Metrics Dashboard Fact Sheet Sun IT Application Developer Handbook Canary Load Monitor tool Issue Tracker tool
© 2006 Copyright, Open Country. All rights reserved.Page 11
Open IT Forum: Agenda August 3/4 2006 Founder’s Dinner – 6pm (Social Event)
• Guest Speaker – Stuart Cohen, CEO Open Source Development Lab Founder’s Session
• 8:00-8:30am Continental Breakfast (Introductions)• 8:30-8:50am Agenda Review and Open IT Overview (Grove)• 8:50-9:20am Founder’s View – Why they joined Open IT
- Bill Vass, Vin Melvin, Sean Magee, Max Rayner• 9:20-9:50am Project Avalanche – Results, Lessons (Black)• 9:50-10:00am Break• 10:00-10:20am Open IT Project Process and Deliverables (Grove/Rayner) – Introducing Best IT
Solutions (BITS)• 10:20-11:50am Project Selection (Grove/Founders)
- IT Governance (Melvin), ITRP (Vass), SAAS (Rayner), Open Source Sandbox (TBD), Other• 12:00-1:00pm – Lunch, Open IT Model and Legal Structure (Grove/Radcliffe)• 1:00-1:45pm Project Working Groups – Output of Scope, Direction• 1:45pm-2:00pm Summary of Decisions, Actions, Issues• Next Meeting (October 5 Proposal)
© 2006 Copyright, Open Country. All rights reserved.
Input
Max RaynerEVP Products & ServicesChief Information OfficerSurfControl
August 2006
© 2006 Copyright, Open Country. All rights reserved.Page 13
Why I Joined Open IT
IT is too important to approach as a hobby
IT is needlessly plagued by appalling incompetence
IT gets away with malarkey that shouldn't be tolerated
IT leaders need know-how & market power to succeed
© 2006 Copyright, Open Country. All rights reserved.Page 14
Getting IT Under Control
IT 1.0: Fundamental Engineering Flaws• IT/IS is at the "Apollo 1" stage
IT 1.5: Can We Avoid Further Disasters?• Why do we keep having "Challenger" events?
© 2006 Copyright, Open Country. All rights reserved.Page 15
Getting IT Under Control
IT 2.0: The Future of IT• Leveraging community to secure success • From trial and error to the "industrialization of IT"• "Building to code" rather than "coding to build"
In Engineering We Use Code Books• Nobody wastes time re-inventing trivia• Code books reflect prior wisdom• Proven design patterns assure success
© 2006 Copyright, Open Country. All rights reserved.Page 16
Why I Joined Open IT - Others
Repeated Problem Solving Need for Collaboration Going beyond groups that talk to projects that walk Cumulative benefit from others – knowledge, IP,
Projects Project facilitation by experts Simple means of managing IP
• Avoiding commercial and Open Source pitfalls Results and Metric Driven Ability to meet others with shared interests
© 2006 Copyright, Open Country. All rights reserved.Page 17
Open IT Forum: Agenda August 3/4 2006 Founder’s Dinner – 6pm (Social Event)
• Guest Speaker – Stuart Cohen, CEO Open Source Development Lab Founder’s Session
• 8:00-8:30am Continental Breakfast (Introductions)• 8:30-8:50am Agenda Review and Open IT Overview (Grove)• 8:50-9:20am Founder’s View – Why they joined Open IT
- Bill Vass, Vin Melvin, Sean Magee, Max Rayner• 9:20-9:50am Project Avalanche – Results, Lessons (Black)• 9:50-10:00am Break• 10:00-10:20am Open IT Project Process and Deliverables (Grove/Rayner) – Introducing Best IT
Solutions (BITS)• 10:20-11:50am Project Selection (Grove/Founders)
- IT Governance (Melvin), ITRP (Vass), SAAS (Rayner), Open Source Sandbox (TBD), Other• 12:00-1:00pm – Lunch, Open IT Model and Legal Structure (Grove/Radcliffe)• 1:00-1:45pm Project Working Groups – Output of Scope, Direction• 1:45pm-2:00pm Summary of Decisions, Actions, Issues• Next Meeting (October 5 Proposal)
The Corporate Technology Collaboration and Exchange
History of PROJECT:avalanche
A gated community (Cooperative) that enable Avalanche Members:To contribute, legally distribute, and collaborate on shared intellectual property
Application code and components, documents, or spreadsheets, etc.
The Avalanche Cooperative Mission:Lower the overall cost of ownership for solutions focused on:
infrastructure, operational, and end user requirements
Through aStructured collaboration environment and process that facilitates intellectual
property collaboration and acquisition of the technical and business solutions.
Built by Corporations for the Benefit of Corporations
© 2006 Copyright, Open Country. All rights reserved.Page 19
History
PROJECT:avalanche ObjectiveEvaluate the viability of a model that would
enable corporations to reduce costs by leveraging a model similar to open source.
Business CharterOctober 2003
February 2002 March 2004
Built by Corporations for the Benefit of Corporations
MissionSolve common problems once
through structured collaboration.
Founding Principles1. Created and controlled by corporations to serve
their information technology interests2. Legal IP sharing infrastructure3. Easy to use collaboration environment4. Structured process to engage5. Independently managed6. Measured by the value created
© 2006 Copyright, Open Country. All rights reserved.Page 20
PROJECT:avalanche History
Digital Asset Management (DAM)• Members: Best Buy & Jostens
• Business requirement: joint development and deployment of a DAM solution
• WAS NOT SUCCESSFUL- No legal infrastructure to address IP issues- No shared workspace or repository
• Result- Formation of PROJECT:avalanche
© 2006 Copyright, Open Country. All rights reserved.Page 21
Linux Application ServerResearch Project Members: Jostens, Select Comfort, Imation, Merrill Corporation
• Business requirement: - Understand the operational and deployment impact of using Linux at
the Oracle eBusiness application server layer- Theory: Linux will work, but what are the operational and
performance impacts using real world data• Vendor led project
- Domain expertise with Oracle, Linux, load / performance tools Research phase successful – No deployment Result
• White paper with results and specifics on deployment requirements• Deployment cook book with deployment release level requirements• Cook book approach for successful collaborative project execution• Start of the Oracle Collaboration Group
© 2006 Copyright, Open Country. All rights reserved.Page 22
Enterprise Reporting Project
Members: ePredix, PDI, Jostens, Select Comfort
• Business requirement:- Deliver highly formatted reports to a large number of end
users• Commercial solutions did not provide the necessary ROI
- Theory: Open source solution(s) exist that could meet requirements
SUCCESSFUL PROJECT Result
• 6 open source projects comprise solution
• Members saved on average $150,000 with limited staff involvement
© 2006 Copyright, Open Country. All rights reserved.Page 23
Telecommunication Project
Members: Jostens & Select Comfort• Business requirement
- Access to lower telecommunication products• Vendor led project
- Specific domain expertise in telecommunication industry SUCCESSFUL PROJECT – Repeatable Solution Result
• Average member savings 35%• 50% faster contracting and solution development• 75% increase in implementation and cutover to new contract.
Realized savings on average 5 months sooner than planned.
© 2006 Copyright, Open Country. All rights reserved.Page 24
Oracle Collaboration Group Members: 20 Members participating
• Business requirement: - Collaborate on specific issues related to the Oracle 11.5.10 upgrade
process VERY SUCCESSFUL PROJECT Result
• 11.5.10 upgrade areas covered:- Best practices – how to sell internally, project plans, elapse time
reduction 30%- Hardware considerations – requires more hardware than expected- Shared issue & resolution logs
• Expanded collaboration- M & A templates and best practices processes- Start of the Oracle Fusion Collaboration Group- Research into cooperative sandbox for Oracle Fusion collaboration- Research into Oracle eBusiness Suite Collaborative Operations
© 2006 Copyright, Open Country. All rights reserved.Page 25
Lessons Learned
Concept is sound Real value can be delivered to Corporations Requires:
• Independent management
• Structured facilitated process
• Common- Collaboration tools- Workspace’s- IP Repository
© 2006 Copyright, Open Country. All rights reserved.Page 26
Open IT Forum: Agenda August 3/4 2006 Founder’s Dinner – 6pm (Social Event)
• Guest Speaker – Stuart Cohen, CEO Open Source Development Lab Founder’s Session
• 8:00-8:30am Continental Breakfast (Introductions)• 8:30-8:50am Agenda Review and Open IT Overview (Grove)• 8:50-9:20am Founder’s View – Why they joined Open IT
- Bill Vass, Vin Melvin, Sean Magee, Max Rayner• 9:20-9:50am Project Avalanche – Results, Lessons (Black)• 9:50-10:00am Break• 10:00-10:20am Open IT Project Process and Deliverables (Grove/Rayner) – Introducing Best IT
Solutions (BITS)• 10:20-11:50am Project Selection (Grove/Founders)
- IT Governance (Melvin), ITRP (Vass), SAAS (Rayner), Open Source Sandbox (TBD), Other• 12:00-1:00pm – Lunch, Open IT Model and Legal Structure (Grove/Radcliffe)• 1:00-1:45pm Project Working Groups – Output of Scope, Direction• 1:45pm-2:00pm Summary of Decisions, Actions, Issues• Next Meeting (October 5 Proposal)
© 2006 Copyright, Open Country. All rights reserved.Page 27
Current/Pending Open IT Projects
Founders ForumAugust 4, 2006
Telco
CRM
Desktop
Current
Saved 35%
20 CompaniesParticipating
Phase 1 Complete
Pending
Software as a ServiceSecurity
BITS (best IT solutions)
Potential Projects
IT Governance
•Open Source•M&A
Beyond CIO Dashboard (ITRP)Desktop – Vista or Linux
© 2006 Copyright, Open Country. All rights reserved.Page 28
Project Selection Criteria
Motivated Project Champion At least 3 members Alignment – fits internal list, opportunity for budget
savings, innovation – learning/risk improvement Measurable results achievable Differentiates Open IT from other venues Success will bring believers, more members 12 months duration or less, milestones
• Ideally a reasonable milestone by 10-5
© 2006 Copyright, Open Country. All rights reserved.Page 29
Example: Desktop Project
The Facilitating Process 1. Three or More
Avalanche Members
2. CIO’s Set Direction, Scope, Goals, Team ID
3. Fact Finding Assessment – Issues/Needs/Outputs
4. Roadmap, Action Plan, Monthly/QTR Review
5. Best Practices, Measurement, Continuous Improvement
Milestone Scenario1. Sanmina, Sun, Ricoh, TBD
1. Aug. 4, 2006
2. Phases and scope defined: Open Source – non-office applications
2. Aug. 30, 2006
4. Team Assigned, project reviewed monthly
4. Oct. – Mar.
3. Status and opportunity of each member, options explored, phase 1 - pilot
3. Oct. 5, 2006
5. Results of pilot implementation, ITIL assessment, next steps
5. May, 2007
© 2006 Copyright, Open Country. All rights reserved.Page 30
Open IT Forum: Agenda August 3/4 2006 Founder’s Dinner – 6pm (Social Event)
• Guest Speaker – Stuart Cohen, CEO Open Source Development Lab Founder’s Session
• 8:00-8:30am Continental Breakfast (Introductions)• 8:30-8:50am Agenda Review and Open IT Overview (Grove)• 8:50-9:20am Founder’s View – Why they joined Open IT
- Bill Vass, Vin Melvin, Sean Magee, Max Rayner• 9:20-9:50am Project Avalanche – Results, Lessons (Black)• 9:50-10:00am Break• 10:00-10:20am Open IT Project Process and Deliverables (Grove/Rayner) – Introducing Best IT
Solutions (BITS)• 10:20-11:50am Project Selection (Grove/Founders)
- IT Governance (Melvin), ITRP (Vass), SAAS (Rayner), Open Source Sandbox (TBD), Other• 12:00-1:00pm – Lunch, Open IT Model and Legal Structure (Grove/Radcliffe)• 1:00-1:45pm Project Working Groups – Output of Scope, Direction• 1:45pm-2:00pm Summary of Decisions, Actions, Issues• Next Meeting (October 5 Proposal)
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Proposed Topic: Software As A Service
MainframeMinicomputers
PCs & Client ServerDistributed Apps
Web ServicesTime
ValueValue of
Connecting Applications &
Alteration Agility
Value of Core
Applications
© 2006 Copyright, Open Country. All rights reserved.Page 32
SAAS Ideal Is Attractive…
Traditional Software On-Demand Utility
Build Your Own Plug In & Subscribe
© 2006 Copyright, Open Country. All rights reserved.Page 33
… and SAAS Beats Many Alternatives…R
OI
Time
Go Live~ 12 Months
RiskRisk
<50%<50%SuccessSuccess
27 monthBreakeven
Enterprise Software On Demand Computing
Time
Go Live~ 6 Weeks
Value to Customer
RiskRisk
RO
I
6 monthBreakeven
>90%>90%SuccessSuccess
© 2006 Copyright, Open Country. All rights reserved.Page 34
… but SAAS-to-SAAS and SAAS-to-legacy Integration Can Be Daunting
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SAAS Pain/opportunity: Leverage SAAS better
• Scope: Explore Best IT Solutions for SAAS use- Identify critical canonic integrations
• SAAS-to-SAAS and SAAS-to-legacy
- Milestones• Agree on list of interest by October 5th
- Desired output at a later date upon project end• 1) Cookbook with specific how-tos• 2) Suggested prescriptions for vendors along agreed areas
» Could include security, APIs, new standards, etc• 3) Plan and execution to influence vendors as needed
© 2006 Copyright, Open Country. All rights reserved.Page 36
CIO Dashboard and Beyond
Demonstration of Sun Capability Next steps where collaborative efforts makes A what if project proposal
• Suggested Scope
• Desired Output – the successful outcome
• First step milestone by October 5th
© 2006 Copyright, Open Country. All rights reserved.Page 37
Open IT Forum: Agenda August 3/4 2006 Founder’s Dinner – 6pm (Social Event)
• Guest Speaker – Stuart Cohen, CEO Open Source Development Lab Founder’s Session
• 8:00-8:30am Continental Breakfast (Introductions)• 8:30-8:50am Agenda Review and Open IT Overview (Grove)• 8:50-9:20am Founder’s View – Why they joined Open IT
- Bill Vass, Vin Melvin, Sean Magee, Max Rayner• 9:20-9:50am Project Avalanche – Results, Lessons (Black)• 9:50-10:00am Break• 10:00-10:20am Open IT Project Process and Deliverables (Grove/Rayner) – Introducing Best IT
Solutions (BITS)• 10:20-11:50am Project Selection (Grove/Founders)
- IT Governance (Melvin), ITRP (Vass), SAAS (Rayner), Open Source Sandbox (TBD), Other• 12:00-1:00pm – Lunch, Open IT Model and Legal Structure (Grove/Radcliffe)• 1:00-1:45pm Project Working Groups – Output of Scope, Direction• 1:45pm-2:00pm Summary of Decisions, Actions, Issues• Next Meeting (October 5 Proposal)
© 2006 Copyright, Open Country. All rights reserved.Page 38
Open IT Forum: Agenda August 3/4 2006 Founder’s Dinner – 6pm (Social Event)
• Guest Speaker – Stuart Cohen, CEO Open Source Development Lab Founder’s Session
• 8:00-8:30am Continental Breakfast (Introductions)• 8:30-8:50am Agenda Review and Open IT Overview (Grove)• 8:50-9:20am Founder’s View – Why they joined Open IT
- Bill Vass, Vin Melvin, Sean Magee, Max Rayner• 9:20-9:50am Project Avalanche – Results, Lessons (Black)• 9:50-10:00am Break• 10:00-10:20am Open IT Project Process and Deliverables (Grove/Rayner) – Introducing Best IT
Solutions (BITS)• 10:20-11:50am Project Selection (Grove/Founders)
- IT Governance (Melvin), ITRP (Vass), SAAS (Rayner), Open Source Sandbox (TBD), Other• 12:00-1:00pm – Lunch, Open IT Model and Legal Structure (Grove/Radcliffe)• 1:00-1:45pm Project Working Groups – Output of Scope, Direction• 1:45pm-2:00pm Summary of Decisions, Actions, Issues• Next Meeting (October 5 Proposal)
© 2006 Copyright, Open Country. All rights reserved.Page 39
Key Elements to Foster Open IT
Vehicle to enable:• Minimal Legal expense and hassle to collaborate
• Ability to both control and share IP
• Clear corporate structure that allows members to direct the focus and priorities while minimizing management attention
• Scaleable processes – infrastructure, project management, IP distribution, commerce
• User driven projects where vendors are invited as needed
• .org to foster community and Open IT contribution
• Motivated management to facilitate projects, drive growth, and measure performance
© 2006 Copyright, Open Country. All rights reserved.Page 40
Open IT Structure
OpenCountry
Open IT Forum
Open ITSiliconValley
Open ITUniversities
Open ITIndia
Project Project Project Project ProjectProject Project Project Project
Board 2 Open Country 2 Independents 1 Member
2 Members2 Open Country1 Independent
Based on project/group rules: Members can crossover in groups and projects
OpenIT.orgNon Profit
Community Model
Managed by Open IT Forum
© 2006 Copyright, Open Country. All rights reserved.Page 41
Open IT IP Flow
OpenCountry
Open IT Forum
Open ITSiliconValley
Open ITUniversities
Open ITIndia
Project Project Project Project ProjectProject Project Project Project
Open IT.orgNon Profit
Community Model
IP from Projects can flow:•Back to project members•To the Sponsoring Group•Other Groups or all members•.org•Forum
IP Contribution by Members to:• Projects•Groups•Forum•.org
IP from Groups can flow:•To members•To other Groups•All members•.org•Forum
© 2006 Copyright, Open Country. All rights reserved.Page 42
Open IT Business Model
OpenCountry
Open IT Forum
Open ITSiliconValley
Open ITUniversities
Open ITIndia
Project Project Project Project ProjectProject Project Project Project
Open IT.orgNon Profit
•Forum initial capital from Open Country•Employees – initially OC, later Forum•Income Sources – Annual Member fees, transactions from IP and project content•% Fees go to Groups (10-20%)•May commercialize some IP•Provide Infrastructure for IP, etc
Forum
• Initial Capital from Open Country•Employees – initially Forum, later .org•Income Sources – Annual Member fees, % transactions from IP and project content•Contributes back to the community – Open IT, other charitable activities related to IT
. org
•Initial Capital from Forum•Employees from Forum•Income Sources - % Member Fees, % of transactions from Projects/IP
Groups
Projects •Facilitator provided by Forum•Resources provided by Project members•Vendors/Consultants can be invited – they can contribute resources and IP•Project outputs can be distributed for free or fee•Forum has first right to commercialize
© 2006 Copyright, Open Country. All rights reserved.Page 43
Open IT Legal Structure
OpenCountry
Open IT Forum
Open ITSiliconValley
Open ITUniversities
Open ITIndia
Project Project Project Project ProjectProject Project Project Project
Open IT.orgNon Profit
Projects are governed by a standard agreement•Requires 3+ members and a designated lead•Options provided for use of IP, commercialization of Project output•Projects follow a standard process – measured value •Project have a finite life
Non-profitPromotes Open IT communityMembers automatically belongVendors, non-members, individuals can joinIP Managed by the Forum
. org
C Corp Subsidiary of Open Country•Fire Protection is of Open Country change in control•Managing Entity for “Group” subsidiaries of Forum•Managing Director for Open IT .org
Forum
Groups are subsidiaries of ForumGroup size 20-40Minimal governanceForum provides ManagementFocus and Direction – Exec Steering committeeIP managed by Forum
Groups
© 2006 Copyright, Open Country. All rights reserved.Page 44
Open IT Forum: Agenda August 3/4 2006 Founder’s Dinner – 6pm (Social Event)
• Guest Speaker – Stuart Cohen, CEO Open Source Development Lab Founder’s Session
• 8:00-8:30am Continental Breakfast (Introductions)• 8:30-8:50am Agenda Review and Open IT Overview (Grove)• 8:50-9:20am Founder’s View – Why they joined Open IT
- Bill Vass, Vin Melvin, Sean Magee, Max Rayner• 9:20-9:50am Project Avalanche – Results, Lessons (Black)• 9:50-10:00am Break• 10:00-10:20am Open IT Project Process and Deliverables (Grove/Rayner) – Introducing Best IT
Solutions (BITS)• 10:20-11:50am Project Selection (Grove/Founders)
- IT Governance (Melvin), ITRP (Vass), SAAS (Rayner), Open Source Sandbox (TBD), Other• 12:00-1:00pm – Lunch, Open IT Model and Legal Structure (Grove/Radcliffe)• 1:00-1:45pm Project Working Groups – Output of Scope, Direction• 1:45pm-2:00pm Summary of Decisions, Actions, Issues• Next Meeting (October 5 Proposal)
© 2006 Copyright, Open Country. All rights reserved.Page 45
Projects
First Priority • Dashboard• Sox• Security
Second Priority• Desktop• Open Source BITS• Data Warehouse• SAAS• Vendor Management
Other • VoIP• Oracle API for Web Services
© 2006 Copyright, Open Country. All rights reserved.Page 46
Project Definition
Define Project Scope Output Milestones – Oct 5th
Resources Next Step
© 2006 Copyright, Open Country. All rights reserved.Page 47
Open IT Forum: Agenda August 3/4 2006 Founder’s Dinner – 6pm (Social Event)
• Guest Speaker – Stuart Cohen, CEO Open Source Development Lab Founder’s Session
• 8:00-8:30am Continental Breakfast (Introductions)• 8:30-8:50am Agenda Review and Open IT Overview (Grove)• 8:50-9:20am Founder’s View – Why they joined Open IT
- Bill Vass, Vin Melvin, Sean Magee, Max Rayner• 9:20-9:50am Project Avalanche – Results, Lessons (Black)• 9:50-10:00am Break• 10:00-10:20am Open IT Project Process and Deliverables (Grove/Rayner) – Introducing Best IT
Solutions (BITS)• 10:20-11:50am Project Selection (Grove/Founders)
- IT Governance (Melvin), ITRP (Vass), SAAS (Rayner), Open Source Sandbox (TBD), Other• 12:00-1:00pm – Lunch, Open IT Model and Legal Structure (Grove/Radcliffe)• 1:00-1:45pm Project Working Groups – Output of Scope, Direction• 1:45pm-2:00pm Summary of Decisions, Actions, Issues• Next Meeting (October 5 Proposal)
© 2006 Copyright, Open Country. All rights reserved.Page 48
Projects
First Priority – First milestone, Oct 11 2006. • Dashboard – Sun (Leslie Lambert/Robert Worall) and Ricoh (Sean
Magee)• Sox – Sanmina (Vin Melvin) and Photon Dyanamics (Lee Penning)• Security – Agile (Sunny Azadeh) and Surf Control (Max Rayner)
Second Priority• Desktop• Open Source BITS• Data Warehouse• SAAS• Vendor Management
Other • VoIP• Oracle API for Web Services
© 2006 Copyright, Open Country. All rights reserved.Page 49
Project Charter
Derive value for members by sharing, identifying, and developing proven techniques and tools to manage SOX related controls.
© 2006 Copyright, Open Country. All rights reserved.Page 50
Deliverables/Output
A baseline IT general controls framework that is consistent across all member companies.
• Define a standard set of controls from existing company inputs
• Rationalize non-consistent controls against PCOAB guidance to establish core baseline for members.
• Identify for core controls best mgmt processes and automation techniques or opportunities.
© 2006 Copyright, Open Country. All rights reserved.Page 51
Deliverables/Output
Share Application Control Frameworks between companies
Identify Common Application Controls
Establish Common Interface list and programming related control guidelines, (timeliness, accuracy, completeness)
Propose a packaging structure for controls documentation
At Project Conclusion, Prepare and present to partners a complete lessons learned session, results of rationalization, and proposal for potential next phase(s).
Product: A controls documentation repository for sharing review. A review of controls viewed as necessary and unecessary. A standard set of controls for IT GC and Application Related.
© 2006 Copyright, Open Country. All rights reserved.Page 52
Security Project
Step 1: Obtain security policies and procedures from Sun and other Members.
Step 2: Schedule series of events to discuss best practices approach for security policies and procedures.
• GOAL: Arrive at an OpenIT Best Practice for Security Step 3: Discuss Architecture options for implementing
security Step 4: Obtain lists of current projects from Members
and filter based on security related topics Step 5: Determine if a collaborative security project(s) is
feasible among the OpenIT Members Review at October 11th Meeting.
© 2006 Copyright, Open Country. All rights reserved.Page 53
Dashboard Project
Define• Make Sun Dashboard easy to install, generic, less Sun specific, “scope & scrub”• Possibly create an appliance for ease of deployment
Scope• Need to decide which modules to make “core”• Make Dashboard architecture flexible, easy to expand with other data feeders
Output• Easy installable modules• Comprehensive documentation set• ROI tools
Milestones• Scope of work document complete by September• Milestones to be determine the scope of work document
Resources• Sun, Ricoh can allocate a person, Andrew Black to also look a code
Next Steps• Have 5 look at product to help determine needs and what core set of functionality should
be included. Use Webex to do this. Leslie has action item to complete by end of month.
© 2006 Copyright, Open Country. All rights reserved.Page 54
Summary Next Meeting – Oct 11 Issues to Address
• Clarifying the uses cases between the Forum, Groups, Projects Actions
• Describe more clearly the project management approach, Open IT Forum facility role, member role, third party role
• Talk to current Cannery users and see if they want to join the group• Set up rules re use of member people (anti-poaching), defining who teams
collaborate at both the group and project level• Open IT Forum to collect use cases from members and evolve infrastructure
support. • Open IT Forum will review with members their list of both funded and
unfunded projects and then facilitate member communication• Open IT Forum will gather Open IT contribution from members, and add
them to the list available IP/data• Open IT Forum will draft legal structure and review with members
© 2006 Copyright, Open Country. All rights reserved.
Open IT Forum Overview
Solving IT Once
August 2006
© 2006 Copyright, Open Country. All rights reserved.Page 56
Backup Slides
© 2006 Copyright, Open Country. All rights reserved.Page 57
Open IT Forum Membership Options
Membership Gold Silver Bronze Contributor
Annual Dues $100K $40K $20K No Fee
No. of Collaborative Projects
5 2 1 0
Project Leadership Yes Yes No No
Exec Policy Board Yes No No No
Cooperative Board of Director Opportunity
Yes No No No
Access to Reports, Roadmap, Data
All Collaborative Projects
Collaborative
Projects
Summary + Web
community
© 2006 Copyright, Open Country. All rights reserved.Page 58
ITRP Vision
ERP Functions for IT “Run your shop like you know you
should be”• Assets (Software, Hardware,
Network)- What are they- Where are they- Contracts- Ongoing tracking
• Performance• Lifecycle management
• Projects- Formation- Staffing- Status- Financials
• People- Project assignments- Resource availability- Contractor management- People Management
• Skills inventory• Retention and
development plans• Financials
CIO Sr. IT Business
ITRPCollaborationEnvironment
Member onboarding data used effective collaboration
Project data
Ruby on RailsMySQL
Sun MetricsCIO dashboard
Project datamodel
ERP like datamodel
Java / PHPOracle
Sun Canary
Agent based monitoring tool
Data capture
Scripting language performance data
Java / PHPOracle
Coeus Savvy
Asset management
Financial management
telecomm
Contract management
Cold FusionSQL/Server
HotGigsContractor MGT
TBDFTE MgmtSkills etc
LINKAGE to Projects
Cold Fusion Ruby on RailsSQL/Server
Pentaho – Data Warehouse / Analytics / Reporting / Dashboards
Dashboards & views for IT & BusinessHosted application
Outgrowth of the Avalanche Onboarding ProcessCould be delivered as a suite of applications
© 2006 Copyright, Open Country. All rights reserved.Page 59
Release 1 Approach
OperationalUsers Operational
UsersOperational
UsersOperational
UsersOperational
Users
OperationalUsers
CIO Sr. IT Business
ITRPCollaborationEnvironment
Member onboarding data used effective collaboration
Project data
Ruby on RailsMySQL
Sun MetricsCIO dashboard
Project datamodel
ERP-like datamodel
Java / PHPOracle
Sun Canarymonitoring tool
Data capture
Performance data
Java / PHPOracle
Coeus Savvy
Asset management
telecomm finc’l mgmt
Contracts
Cold FusionSQL/Server
HotGigsContractor MGT
FTE MgmtSkills etc
Linkage to Projects
Cold Fusion Ruby on RailsSQL/Server
Pentaho – Data Warehouse / Analytics / Reporting / Dashboards
© 2006 Copyright, Open Country. All rights reserved.Page 60
Cold FusionSQL/Server
Cold Fusion Ruby on RailsSQL/Server
Ruby on RailsMySQL
Release 2 Approach
OperationalUsers
CIO Sr. IT Business
Java / PHPOracle
Pentaho – Data Warehouse / Analytics / Reporting / Dashboards
MORE Common Operational UI
OperationalUsers
Operational InterfacesMS
Project
HelpDesk Tools ESM
Tools
Avalanche MembersBuild & share interfaces
to common operational tools
Discovery Tools
Teleco Bills
ITRPCollaborationEnvironment
Member onboarding data used effective collaboration
Project data
Sun Canarymonitoring tool
Data capture
Performance data
Coeus Savvy
Asset management
telecomm finc’l mgmt
Contracts
HotGigsContractor MGT
FTE MgmtSkills etc
Linkage to Projects
© 2006 Copyright, Open Country. All rights reserved.Page 61
Deliver ITIL Capabilities
Several releases down the road
CIO
Sr. IT
Business
Operational Users
Projects
ESM
Help Desk
Other