jeff frey from rice university talks open source technology for non-profits

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Open Source... and Six Blind Men Jeff Frey, Rice University Rice Universityʼs three-part mission of “path- breaking research, unsurpassed teaching, and contribution to the betterment of our world” is carried out in many different ways by many different people. Information technology is an integral part of carrying out that mission, and Open Source products have been strategically leveraged to meet stakeholdersʻ unique needs . In this talk, youʼll hear about some Open Source products and how they can be leveraged by non-profits through the eyes of six different constituent groups.

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The April meeting of the Houston Netsquared featured guest speaker Jeff D. Frey from Rice University. Jeff shared the pros and cons of open source technology for nonprofits plus gave some recommendations to open source software, including Tendenci the open source CMS for nonprofit websites.

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Page 1: Jeff Frey from Rice University Talks Open Source Technology for Non-Profits

Open Source...and Six Blind MenJeff Frey, Rice UniversityRice Universityʼs three-part mission of “path-breaking research, unsurpassed teaching, and contribution to the betterment of our world” is carried out in many different ways by many different people.

Information technology is an integral part of carrying out that mission, and Open Source products have been strategically leveraged to meet stakeholdersʻ unique needs. In this talk, youʼll hear about some Open Source products and how they can be leveraged by non-profits through the eyes of six different constituent groups.

Page 2: Jeff Frey from Rice University Talks Open Source Technology for Non-Profits
Page 3: Jeff Frey from Rice University Talks Open Source Technology for Non-Profits
Page 4: Jeff Frey from Rice University Talks Open Source Technology for Non-Profits
Page 5: Jeff Frey from Rice University Talks Open Source Technology for Non-Profits
Page 6: Jeff Frey from Rice University Talks Open Source Technology for Non-Profits
Page 7: Jeff Frey from Rice University Talks Open Source Technology for Non-Profits
Page 8: Jeff Frey from Rice University Talks Open Source Technology for Non-Profits
Page 9: Jeff Frey from Rice University Talks Open Source Technology for Non-Profits
Page 10: Jeff Frey from Rice University Talks Open Source Technology for Non-Profits
Page 11: Jeff Frey from Rice University Talks Open Source Technology for Non-Profits
Page 12: Jeff Frey from Rice University Talks Open Source Technology for Non-Profits
Page 13: Jeff Frey from Rice University Talks Open Source Technology for Non-Profits
Page 14: Jeff Frey from Rice University Talks Open Source Technology for Non-Profits
Page 15: Jeff Frey from Rice University Talks Open Source Technology for Non-Profits
Page 16: Jeff Frey from Rice University Talks Open Source Technology for Non-Profits
Page 17: Jeff Frey from Rice University Talks Open Source Technology for Non-Profits
Page 18: Jeff Frey from Rice University Talks Open Source Technology for Non-Profits

Community

the people or following

surrounding a certain free or open source

product is usually a tight

knit group

Customers

individuals and other

organizations which the nonprofit

services is affected by

the products

Management

boards, executive

directors, and higher level

decision makers have to know what

to do

Employees

people working for

the nonprofit, including

volunteers, utilize the

open source products daily

Developers

open source products, by definition, are

works in progress; people are needed to

make updates

Support Staff

sometimes internal to the

nonprofit, these are

either designated people or

power users

!"#$%&'()*#%+%,%-#)."#*/0#.

“Copyright Jeffrey Daniel Frey, 2012.” Permission granted for this material to be shared for non-commercial, educational purposes, provided the copyright and author contact appears. To disseminate otherwise, to republish, or sell materials requires written permission. Contact [email protected].

Page 19: Jeff Frey from Rice University Talks Open Source Technology for Non-Profits

!"#$%&'()*#%+%,%-#)."#*/0#.

“Copyright Jeffrey Daniel Frey, 2012.” Permission granted for this material to be shared for non-commercial, educational purposes, provided the copyright and author contact appears. To disseminate otherwise, to republish, or sell materials requires written permission. Contact [email protected].

Community

the people or following

surrounding a certain free or open source

product is usually a tight

knit group

Reap the benefits of the entire user base...! Constructive group-think! Functions / features you need! Even what you didnʼt know you needed! Typically active feedback mechanisms! The community drives the future

direction of the software / system

The ideology is a great match for nonprofits, controlled by the people it serves, the project is “open”

Are features similar to other products

Page 20: Jeff Frey from Rice University Talks Open Source Technology for Non-Profits

!"#$%&'()*#%+%,%-#)."#*/0#.

“Copyright Jeffrey Daniel Frey, 2012.” Permission granted for this material to be shared for non-commercial, educational purposes, provided the copyright and author contact appears. To disseminate otherwise, to republish, or sell materials requires written permission. Contact [email protected].

Community

the people or following

surrounding a certain free or open source

product is usually a tight

knit groupproprietary vs. open source vs.

software as a service

Page 21: Jeff Frey from Rice University Talks Open Source Technology for Non-Profits

!"#$%&'()*#%+%,%-#)."#*/0#.

“Copyright Jeffrey Daniel Frey, 2012.” Permission granted for this material to be shared for non-commercial, educational purposes, provided the copyright and author contact appears. To disseminate otherwise, to republish, or sell materials requires written permission. Contact [email protected].

Community

the people or following

surrounding a certain free or open source

product is usually a tight

knit groupproprietary vs. open source vs.

software as a service

Page 22: Jeff Frey from Rice University Talks Open Source Technology for Non-Profits

!"#$%&'()*#%+%,%-#)."#*/0#.

“Copyright Jeffrey Daniel Frey, 2012.” Permission granted for this material to be shared for non-commercial, educational purposes, provided the copyright and author contact appears. To disseminate otherwise, to republish, or sell materials requires written permission. Contact [email protected].

Community

the people or following

surrounding a certain free or open source

product is usually a tight

knit groupproprietary vs. open source vs.

software as a service

Page 23: Jeff Frey from Rice University Talks Open Source Technology for Non-Profits

Community

the people or following

surrounding a certain free or open source

product is usually a tight

knit group

Customers

individuals and other

organizations which the nonprofit

services is affected by

the products

Management

boards, executive

directors, and higher level

decision makers have to know what

to do

Employees

people working for

the nonprofit, including

volunteers, utilize the

open source products daily

Developers

open source products, by definition, are

works in progress; people are needed to

make updates

Support Staff

sometimes internal to the

nonprofit, these are

either designated people or

power users

!"#$%&'()*#%+%,%-#)."#*/0#.

“Copyright Jeffrey Daniel Frey, 2012.” Permission granted for this material to be shared for non-commercial, educational purposes, provided the copyright and author contact appears. To disseminate otherwise, to republish, or sell materials requires written permission. Contact [email protected].

Page 24: Jeff Frey from Rice University Talks Open Source Technology for Non-Profits

Customers

individuals and other

organizations which the nonprofit

services is affected by

the products

Looks really high end...! Improved stability! No compatibility issues! Acts and feels normal! Seeks and implements feedback! No different as far as they know

Is it different from established/known products

!"#$%&'()*#%+%,%-#)."#*/0#.

“Copyright Jeffrey Daniel Frey, 2012.” Permission granted for this material to be shared for non-commercial, educational purposes, provided the copyright and author contact appears. To disseminate otherwise, to republish, or sell materials requires written permission. Contact [email protected].

Page 25: Jeff Frey from Rice University Talks Open Source Technology for Non-Profits

Customers

individuals and other

organizations which the nonprofit

services is affected by

the products

!"#$%&'()*#%+%,%-#)."#*/0#.

“Copyright Jeffrey Daniel Frey, 2012.” Permission granted for this material to be shared for non-commercial, educational purposes, provided the copyright and author contact appears. To disseminate otherwise, to republish, or sell materials requires written permission. Contact [email protected].

basic office suites available via online & downloadfast, full featured, and cross platform compatibility

Page 26: Jeff Frey from Rice University Talks Open Source Technology for Non-Profits

Customers

individuals and other

organizations which the nonprofit

services is affected by

the products

!"#$%&'()*#%+%,%-#)."#*/0#.

“Copyright Jeffrey Daniel Frey, 2012.” Permission granted for this material to be shared for non-commercial, educational purposes, provided the copyright and author contact appears. To disseminate otherwise, to republish, or sell materials requires written permission. Contact [email protected].

basic office suites available via online & downloadfast, full featured, and cross platform compatibility

Page 27: Jeff Frey from Rice University Talks Open Source Technology for Non-Profits

Customers

individuals and other

organizations which the nonprofit

services is affected by

the products

!"#$%&'()*#%+%,%-#)."#*/0#.

“Copyright Jeffrey Daniel Frey, 2012.” Permission granted for this material to be shared for non-commercial, educational purposes, provided the copyright and author contact appears. To disseminate otherwise, to republish, or sell materials requires written permission. Contact [email protected].

basic office suites available via online & downloadfast, full featured, and cross platform compatibility

Page 28: Jeff Frey from Rice University Talks Open Source Technology for Non-Profits

Community

the people or following

surrounding a certain free or open source

product is usually a tight

knit group

Customers

individuals and other

organizations which the nonprofit

services is affected by

the products

Management

boards, executive

directors, and higher level

decision makers have to know what

to do

Employees

people working for

the nonprofit, including

volunteers, utilize the

open source products daily

Developers

open source products, by definition, are

works in progress; people are needed to

make updates

Support Staff

sometimes internal to the

nonprofit, these are

either designated people or

power users

!"#$%&'()*#%+%,%-#)."#*/0#.

“Copyright Jeffrey Daniel Frey, 2012.” Permission granted for this material to be shared for non-commercial, educational purposes, provided the copyright and author contact appears. To disseminate otherwise, to republish, or sell materials requires written permission. Contact [email protected].

Page 29: Jeff Frey from Rice University Talks Open Source Technology for Non-Profits

Management

boards, executive

directors, and higher level

decision makers have to know what

to do

!"#$%&'()*#%+%,%-#)."#*/0#.

“Copyright Jeffrey Daniel Frey, 2012.” Permission granted for this material to be shared for non-commercial, educational purposes, provided the copyright and author contact appears. To disseminate otherwise, to republish, or sell materials requires written permission. Contact [email protected].

Budgeting and costs...! no software costs! no programmers! potential for no

hardware costs

Start with the least important thing and work your way up

Look for hidden expenses such as training and conversion costs

Page 30: Jeff Frey from Rice University Talks Open Source Technology for Non-Profits

Management

boards, executive

directors, and higher level

decision makers have to know what

to do

!"#$%&'()*#%+%,%-#)."#*/0#.

“Copyright Jeffrey Daniel Frey, 2012.” Permission granted for this material to be shared for non-commercial, educational purposes, provided the copyright and author contact appears. To disseminate otherwise, to republish, or sell materials requires written permission. Contact [email protected].

financial systems: some are solid, but not polished, some web based and mature to replace quickbooks

Page 31: Jeff Frey from Rice University Talks Open Source Technology for Non-Profits

Management

boards, executive

directors, and higher level

decision makers have to know what

to do

!"#$%&'()*#%+%,%-#)."#*/0#.

“Copyright Jeffrey Daniel Frey, 2012.” Permission granted for this material to be shared for non-commercial, educational purposes, provided the copyright and author contact appears. To disseminate otherwise, to republish, or sell materials requires written permission. Contact [email protected].

financial systems: some are solid, but not polished, some web based and mature to replace quickbooks

Page 32: Jeff Frey from Rice University Talks Open Source Technology for Non-Profits

Management

boards, executive

directors, and higher level

decision makers have to know what

to do

!"#$%&'()*#%+%,%-#)."#*/0#.

“Copyright Jeffrey Daniel Frey, 2012.” Permission granted for this material to be shared for non-commercial, educational purposes, provided the copyright and author contact appears. To disseminate otherwise, to republish, or sell materials requires written permission. Contact [email protected].

financial systems: some are solid, but not polished, some web based and mature to replace quickbooks

Page 33: Jeff Frey from Rice University Talks Open Source Technology for Non-Profits

Community

the people or following

surrounding a certain free or open source

product is usually a tight

knit group

Customers

individuals and other

organizations which the nonprofit

services is affected by

the products

Management

boards, executive

directors, and higher level

decision makers have to know what

to do

Employees

people working for

the nonprofit, including

volunteers, utilize the

open source products daily

Developers

open source products, by definition, are

works in progress; people are needed to

make updates

Support Staff

sometimes internal to the

nonprofit, these are

either designated people or

power users

!"#$%&'()*#%+%,%-#)."#*/0#.

“Copyright Jeffrey Daniel Frey, 2012.” Permission granted for this material to be shared for non-commercial, educational purposes, provided the copyright and author contact appears. To disseminate otherwise, to republish, or sell materials requires written permission. Contact [email protected].

Page 34: Jeff Frey from Rice University Talks Open Source Technology for Non-Profits

!"#$%&'()*#%+%,%-#)."#*/0#.

“Copyright Jeffrey Daniel Frey, 2012.” Permission granted for this material to be shared for non-commercial, educational purposes, provided the copyright and author contact appears. To disseminate otherwise, to republish, or sell materials requires written permission. Contact [email protected].

Employees

people working for

the nonprofit, including

volunteers, utilize the

open source products daily

Seemingly robust solutions...! The community is behind it all the way! The customers donʼt notice a difference! The management thinks the costs are just right

Potential lack of documentation and delays in getting help may lead to a lack of confidence, a lot of time spent training, converting, and using

Page 35: Jeff Frey from Rice University Talks Open Source Technology for Non-Profits

!"#$%&'()*#%+%,%-#)."#*/0#.

“Copyright Jeffrey Daniel Frey, 2012.” Permission granted for this material to be shared for non-commercial, educational purposes, provided the copyright and author contact appears. To disseminate otherwise, to republish, or sell materials requires written permission. Contact [email protected].

Employees

people working for

the nonprofit, including

volunteers, utilize the

open source products daily

Customer Relationship Management: typically hosted, very feature rich, lots of partners/support

Page 36: Jeff Frey from Rice University Talks Open Source Technology for Non-Profits

!"#$%&'()*#%+%,%-#)."#*/0#.

“Copyright Jeffrey Daniel Frey, 2012.” Permission granted for this material to be shared for non-commercial, educational purposes, provided the copyright and author contact appears. To disseminate otherwise, to republish, or sell materials requires written permission. Contact [email protected].

Employees

people working for

the nonprofit, including

volunteers, utilize the

open source products daily

Customer Relationship Management: typically hosted, very feature rich, lots of partners/support

Page 37: Jeff Frey from Rice University Talks Open Source Technology for Non-Profits

!"#$%&'()*#%+%,%-#)."#*/0#.

“Copyright Jeffrey Daniel Frey, 2012.” Permission granted for this material to be shared for non-commercial, educational purposes, provided the copyright and author contact appears. To disseminate otherwise, to republish, or sell materials requires written permission. Contact [email protected].

Employees

people working for

the nonprofit, including

volunteers, utilize the

open source products daily

Customer Relationship Management: typically hosted, very feature rich, lots of partners/support

Page 38: Jeff Frey from Rice University Talks Open Source Technology for Non-Profits

Community

the people or following

surrounding a certain free or open source

product is usually a tight

knit group

Customers

individuals and other

organizations which the nonprofit

services is affected by

the products

Management

boards, executive

directors, and higher level

decision makers have to know what

to do

Employees

people working for

the nonprofit, including

volunteers, utilize the

open source products daily

Developers

open source products, by definition, are

works in progress; people are needed to

make updates

Support Staff

sometimes internal to the

nonprofit, these are

either designated people or

power users

!"#$%&'()*#%+%,%-#)."#*/0#.

“Copyright Jeffrey Daniel Frey, 2012.” Permission granted for this material to be shared for non-commercial, educational purposes, provided the copyright and author contact appears. To disseminate otherwise, to republish, or sell materials requires written permission. Contact [email protected].

Page 39: Jeff Frey from Rice University Talks Open Source Technology for Non-Profits

!"#$%&'()*#%+%,%-#)."#*/0#.

“Copyright Jeffrey Daniel Frey, 2012.” Permission granted for this material to be shared for non-commercial, educational purposes, provided the copyright and author contact appears. To disseminate otherwise, to republish, or sell materials requires written permission. Contact [email protected].

Developers

open source products, by definition, are

works in progress; people are needed to

make updates

Still have to be a mechanic...! The analogy is: proprietary software is like

buying a car with hood welded shut! Open source, you can play with the engine! Starting from scratch would be impossible! Can customize and control what you need to

What are the code base standards, is there a good available API, where can you get help

Page 40: Jeff Frey from Rice University Talks Open Source Technology for Non-Profits

!"#$%&'()*#%+%,%-#)."#*/0#.

“Copyright Jeffrey Daniel Frey, 2012.” Permission granted for this material to be shared for non-commercial, educational purposes, provided the copyright and author contact appears. To disseminate otherwise, to republish, or sell materials requires written permission. Contact [email protected].

Developers

open source products, by definition, are

works in progress; people are needed to

make updates Web content management solutions, mostly built in PHP and MySQL, lots of plug-ins, some more complicated than others, mature communities

Page 41: Jeff Frey from Rice University Talks Open Source Technology for Non-Profits

!"#$%&'()*#%+%,%-#)."#*/0#.

“Copyright Jeffrey Daniel Frey, 2012.” Permission granted for this material to be shared for non-commercial, educational purposes, provided the copyright and author contact appears. To disseminate otherwise, to republish, or sell materials requires written permission. Contact [email protected].

Developers

open source products, by definition, are

works in progress; people are needed to

make updates Web content management solutions, mostly built in PHP and MySQL, lots of plug-ins, some more complicated than others, mature communities

Page 42: Jeff Frey from Rice University Talks Open Source Technology for Non-Profits

!"#$%&'()*#%+%,%-#)."#*/0#.

“Copyright Jeffrey Daniel Frey, 2012.” Permission granted for this material to be shared for non-commercial, educational purposes, provided the copyright and author contact appears. To disseminate otherwise, to republish, or sell materials requires written permission. Contact [email protected].

Developers

open source products, by definition, are

works in progress; people are needed to

make updates Web content management solutions, mostly built in PHP and MySQL, lots of plug-ins, some more complicated than others, mature communities

Page 43: Jeff Frey from Rice University Talks Open Source Technology for Non-Profits

!"#$%&'()*#%+%,%-#)."#*/0#.

“Copyright Jeffrey Daniel Frey, 2012.” Permission granted for this material to be shared for non-commercial, educational purposes, provided the copyright and author contact appears. To disseminate otherwise, to republish, or sell materials requires written permission. Contact [email protected].

Developers

open source products, by definition, are

works in progress; people are needed to

make updates Web content management solutions, mostly built in PHP and MySQL, lots of plug-ins, some more complicated than others, mature communities

Page 44: Jeff Frey from Rice University Talks Open Source Technology for Non-Profits

Community

the people or following

surrounding a certain free or open source

product is usually a tight

knit group

Customers

individuals and other

organizations which the nonprofit

services is affected by

the products

Management

boards, executive

directors, and higher level

decision makers have to know what

to do

Employees

people working for

the nonprofit, including

volunteers, utilize the

open source products daily

Developers

open source products, by definition, are

works in progress; people are needed to

make updates

Support Staff

sometimes internal to the

nonprofit, these are

either designated people or

power users

!"#$%&'()*#%+%,%-#)."#*/0#.

“Copyright Jeffrey Daniel Frey, 2012.” Permission granted for this material to be shared for non-commercial, educational purposes, provided the copyright and author contact appears. To disseminate otherwise, to republish, or sell materials requires written permission. Contact [email protected].

Page 45: Jeff Frey from Rice University Talks Open Source Technology for Non-Profits

!"#$%&'()*#%+%,%-#)."#*/0#.

“Copyright Jeffrey Daniel Frey, 2012.” Permission granted for this material to be shared for non-commercial, educational purposes, provided the copyright and author contact appears. To disseminate otherwise, to republish, or sell materials requires written permission. Contact [email protected].

Support Staff

sometimes internal to the

nonprofit, these are

either designated people or

power users

Established communities are typically advanced...! Regular roll out schedules, versions, patches! A network of partners and support professionals

Are there hardware, network, back up, and maintenance costs that have to be figured in, how much time is spent that could have been done by the help desk of purchased software

Page 46: Jeff Frey from Rice University Talks Open Source Technology for Non-Profits

!"#$%&'()*#%+%,%-#)."#*/0#.

“Copyright Jeffrey Daniel Frey, 2012.” Permission granted for this material to be shared for non-commercial, educational purposes, provided the copyright and author contact appears. To disseminate otherwise, to republish, or sell materials requires written permission. Contact [email protected].

Support Staff

sometimes internal to the

nonprofit, these are

either designated people or

power usersvery mature products, very large user base, sometimes more popular than proprietary

Page 47: Jeff Frey from Rice University Talks Open Source Technology for Non-Profits

!"#$%&'()*#%+%,%-#)."#*/0#.

“Copyright Jeffrey Daniel Frey, 2012.” Permission granted for this material to be shared for non-commercial, educational purposes, provided the copyright and author contact appears. To disseminate otherwise, to republish, or sell materials requires written permission. Contact [email protected].

Support Staff

sometimes internal to the

nonprofit, these are

either designated people or

power usersvery mature products, very large user base, sometimes more popular than proprietary

Page 48: Jeff Frey from Rice University Talks Open Source Technology for Non-Profits

!"#$%&'()*#%+%,%-#)."#*/0#.

“Copyright Jeffrey Daniel Frey, 2012.” Permission granted for this material to be shared for non-commercial, educational purposes, provided the copyright and author contact appears. To disseminate otherwise, to republish, or sell materials requires written permission. Contact [email protected].

Support Staff

sometimes internal to the

nonprofit, these are

either designated people or

power usersvery mature products, very large user base, sometimes more popular than proprietary

Page 49: Jeff Frey from Rice University Talks Open Source Technology for Non-Profits

!"#$%&'()*#%+%,%-#)."#*/0#.

“Copyright Jeffrey Daniel Frey, 2012.” Permission granted for this material to be shared for non-commercial, educational purposes, provided the copyright and author contact appears. To disseminate otherwise, to republish, or sell materials requires written permission. Contact [email protected].

Support Staff

sometimes internal to the

nonprofit, these are

either designated people or

power usersvery mature products, very large user base, sometimes more popular than proprietary

Page 50: Jeff Frey from Rice University Talks Open Source Technology for Non-Profits

Community

the people or following

surrounding a certain free or open source

product is usually a tight

knit group

Customers

individuals and other

organizations which the nonprofit

services is affected by

the products

Management

boards, executive

directors, and higher level

decision makers have to know what

to do

Employees

people working for

the nonprofit, including

volunteers, utilize the

open source products daily

Developers

open source products, by definition, are

works in progress; people are needed to

make updates

Support Staff

sometimes internal to the

nonprofit, these are

either designated people or

power users

!"#$%&'()*#%+%,%-#)."#*/0#.

“Copyright Jeffrey Daniel Frey, 2012.” Permission granted for this material to be shared for non-commercial, educational purposes, provided the copyright and author contact appears. To disseminate otherwise, to republish, or sell materials requires written permission. Contact [email protected].

Page 51: Jeff Frey from Rice University Talks Open Source Technology for Non-Profits
Page 52: Jeff Frey from Rice University Talks Open Source Technology for Non-Profits
Page 53: Jeff Frey from Rice University Talks Open Source Technology for Non-Profits
Page 54: Jeff Frey from Rice University Talks Open Source Technology for Non-Profits

Open Source...and Six Blind MenJeff Frey, Rice University

713-348-5827 [email protected]/in/jdfrey