Risk Management in Open Source Procurement
18th March 2008, Oxford
1. Ross Gardler
10:15 - 10:40 OSS Watch - Engaging with Open Source
1.1. Abstract
In this presentation Ross will provide an overview of what it means to engage with open source.
We will take a high level look at the various support options available for typical open source projects,
what to look for in a sustainable open source project and support organisation, and how to engage with
the developers of the project where appropriate. At the end of this session we will have examined some
of the myths surrounding open source such as:
- open source is unsupported
- open source development is chaotic and unmanaged
- open source is insecure
- open source is free (as in free of cost)
- open source is unpredicatable
1.2. Biography
Ross Gardler is the manager of OSS Watch, the JISC funded open source advisory service to
UK HE and FE. Ross has a long history of engagement with open source, both as a consumer and
a developer. He is a member of The Apache Software Foundation, a position of merit given in
recognition of significant contributions to the success of the Foundation. Prior to taking up
his post in OSS Watch Ross was an independent contractor assisting companies engaging with
open source products.
2. Simon Mather
10:45 - 11:10 UFI/learndirect - User case study UFI/learndirect
2.1. Abstract
Ufi was created in 1998 with a mission to provide
educational services to hard to reach learners. The *learndirect* system
is believed to be the largest online learning system in the world and is
at the heart of the Ufi operation. In 2005 Ufi commited to a
multi-million pound project to breath new life into this key service and
elected to migrate *learndirect *from a Microsoft to an open source Java
platform as part of the work.
During this presentation Simon will describe how Ufi have undertaken
this programme of work over the last two and half years, the
contribution open source software has made, and the part this has played
in modernising the organisation.
2.2. Biography
Responsible for architecture and development of the
companies financial systems and its flagship online learning system
"learndirect". This is a long standing and highly successful service
funded by the UK Government to compliment more traditional educational
methods. With more than 2 million registered learners it is quoted as
being the largest online learning system in the world.
3. Mark Taylor
11:30 - 11:55 Open Source Consortium - Engaging with the UK Open Source Industry
3.1. Abstract
In this presentation Mark will introduce the Open Source Consortium (OSC) which represents the
Open Source business community in the UK. The OSC currently have over 80 members - more than any
other FOSS business consortium in Europe.
As a not-for-profit organisation, we guarantee the quality of Open Source deployments by setting
professional standards and bonding our members. In doing so our aim is to help our members win more
business within the UK's public and private sectors.
3.2. Biography
Mark Taylor is the President of the Open Source Consortium, the UK's Open Source Trade Association.
He has been instrumental in some of the largest Open Source deployments in the UK, working with
household names in both Private and Public sectors. Mark advises Government Departments, Educational
Agencies, Public Bodies and Political Parties, helping them understand Open Source, the implications
of it's adoption, and accelerating it's uptake.
4. John Lane
11:55 - 12:30 Imperial College - A Linux for All Seasons
4.1 Abstract
This presentation will demonstrate the manner in which
Open Source is being used within Imperial College to standardise
the software platforms available across business and academic
departments. However, the user community within a University
environment is far from homogeneous which is reflected in varying
attitudes to risk and, as a consequence, varying platform requirements.
So, there must be some flexibility around the standardisation process,
and the manner in which this is being approached in order to attempt to
square the stability versus 'bleeding edge' circle is described.
4.2 Biography
John Lane is Unix Technology Team Manager within Imperial
College's ICT service. He heads up a team providing platform support
for Unix and Linux systems across the College. He has worked in a
variety of organisations all using a mix of open source and proprietary
technologies. This included a stint with Cygnus Solutions, the Open
Source support company later subsumed within RedHat.
5. Panel Session 1
13:30 - 14:15 and 14:30 - 15:15 Working with the Open Source Consortium
5.1. Abstract
This panel consists of members of the Open Source Consortium. This session is your opportunity to ask
specific questions about how Open Source Consortium members can assist your procurement exercises.
Example questions include, but are not limited to:
- In what way does the your membership of the OSC help me as a potential customer of your company?
- How should my procurement team engage with members of the OSC during procurement?
- Many members of the OSC are SMEs, what are my options if my chosen supplier ends support for my
chosen product, or worse still, goes out of business?
- One of the strengths of open source is the collaborative development model. Do members of the panel,
and the wider OSC, collaborate to ensure interoperability between the various solutions you provide? If
so, in what way?
5.2. Panel Biographies
5.2.1. Chris Kenyon
Chris Kenyon is Director of Business Development at Canonical Ltd, the company behind
Ubuntu, the world's most popular desktop distribution used by over 6 million users in 200+
countries including Google, San Francisco Airport and over 650,000 pupils across Europe. He
leads the team that handle Canonical's relationships with hardware, software, training and
education partners. Chris joined Canonical in 2006 and has driven forward key initiatives
with Dell, Intel and SUN in addition to helping partners work with Ubuntu in countries like
Brazil, Russia, India and China.
5.2.2. Matthew Linden
Matthew Linden is Projects Director at Sirius Corporation, the UK's leading integrator of
Open Source infrastructure solutions. He is responsible for management of the company's major
projects and service contracts for large clients in both the public and private sectors. He has
managed some of the UK's largest open source deployments in education, such as Yorkshire and
Humber Grid for Learning's e-mail, directory services, web proxying and content filtering
infrastructure for a quarter of a million users.
5.2.3. Ian Lynch
Ian Lynch is a Director of The Learning Machine Ltd, an Awarding Body accredited by QCA,
DELLS and CCEA. Ingots are certificates endorsed by eskills and accredited by the UK regulators
with a completely new way of managing assessment using the internet and open source Web 2.0
technologies. Launched in September 2007 the company already has more than 10,000 learners
registered on its certification site. Ian was a member of the teams that set up the first City
Technology College and the Specialist Schools programme. As a Registered Inspector with OFSTED
he founded the professional association for school inspectors, IRIS.
5.2.4. Vince Blogg
Vince Blogg is a Director of Hubstone, UK leaders in Open Source Customer Relationship Management,
Data Integration and Business Intelligence. He is an experienced technology consultant with a
background at IBM and PwC Consulting. As a Director at Hubstone he takes responsibility for the
technical direction of the business and client solution architecture.
5.2.5. Andy McKay
Andy McKay is a lead developer at Blue Fountain, the UK's leading specialists in the design,
development, implementation and support of Supply Chain & Content Management Systems. He is
a core developer of Plone, an open source content management system, and author of 'The Definitive
Guide to Plone'. Clients include Cambridge University and The Department for Education and Skills.
5.2.6. Olli Aro
Olli Aro is head of technology and product development at Clicks and Links Ltd, a company that
transforms businesses in the public and private sector through innovative and leading edge technology.
He is responsible for the company's portfolio of Open Source based solutions including RSS aggregation
for locally produced content, 'Web-in-a-Box' website toolkits, personalized community portal and
content production platforms, and Second Life based services.
6. Panel Session 2
13:30 -14:15 and 14:30 - 15:15 Red Hat Panel Session
6.1. Abstract
This panel consists of representatives working within the Education
sector, IT vendors specialising in open source technologies, and
Open Source specialists. This is a key opportunity to hear the
perspective of both users and vendors.
You will be invited to question users on the way the solutions were
implemented, how they are currently used, on the various benefits
they found in choosing open source, and the issues they faced.
Example questions include, but are not limited to:
- What were the main reasons to choose an open source solution,
and what are the benefits?
- How open source technology can lower risk in your IT infrastructure
- What additional benefits, besides being open sourced, do open
source application provide compared to proprietary equivalents?
6.2. Panel Members
- Middleware - Simon Mather, UFI/learndirect
- Infrastructure - John Lane, Imperial College
- Linux automation - Boris Devouge, Red Hat
- Datacentre - Erica Langhi, Metamatrix
- Content management - Michael Farman, Alfresco
- Messaging and collaboration application - Lars Ronning, Zimbra
7. Panel Session 3
13:30 -14:15 and 14:30 - 15:15 UK HE and FE Experiences
7.1. Abstract
This panel consists of representatives of people engaged with open source in the UK HE and FE
sector at all levels from a software development project, through to a software foundation and on
into funding bodies. This session presents an opportunity to explore real experiences of engaging
with open source from an academic perspective.
Example questions include, but are not limited to:
- Why, given the panels experience, is open source important to Higher and Further education?
- What models of support best fit academic procurement of open source software?
- Should we develop a self-supporting community of users within the academic domain?
7.2. Panel Members
- Neil Chue Hong, Director, OMII-UK
- John Norman, Chair of the Sakai Foundtion Board, University of Cambridge
- Matthew Dovey, JISC Programme Director, e-Research
- Nicola Wilkinson, eLearning Systems Developer, WebPA, Loughborough University
- Ross Gardler, Service Manager, OSS Watch, University of Oxford