April 17, 2009

Pros and Cons of Software

Carl Gipson wrote:

Josh, thanks for writing. 

The bottom line is that we feel government procurement policies should not favor one particular business model to the exclusion of the other. There are pros and cons to OSS and pros and cons to proprietary models (i.e. Microsoft). If it makes financial sense and meets the IT needs of the Department to use OSS-based programs, then great. I agree that no state agency should be using the Microsoft Office-model of IT simply because we are in MS's backyard. In this time of lower-than-expected tax revenues, I think it's great that you are spearheading an effort to lower DNR's IT costs. Hell, that should be done regardless of the state's budget crunch.

Regarding the upfront costs of proprietary software versus the back-end costs of OSS software, one of the biggest helps to me was the Texas legislature's finding on the subject. That report can be found here and goes from pages 6-18 (although much of their debate is over Open Document Formats). One thing the legislature did well in their analysis, and I hope the WA legislature and agency staff do as well, is establish a formula for Total Cost of Ownership. In this instance, they found that sometimes TCO was higher with OSS systems and sometimes not (particularly with the free software/expensive hardware business model). It, among other publications, does go to great lengths to point out that licensing and possible customization fees are often overlooked during the initial procurement considerations.

One of our major concerns when dealing with this on the policy side, is the confusion this discussion often causes. Most legislators are not IT-oriented (this is not a denigration of them, it's just reality) and, in fact, I am a policy analyst, not an IT professional either. But we have seen examples from around the world where policymakers are mislead into thinking that OSS is practically free, whereas it is actually a different type of business model, and not free at all. And I am speaking in more generalities here, not just on Office/OpenOffice products. Obviously, there are examples where proprietary software is usable right out of the box with minimal training, customization, and maintenance costs (e.g. Firefox or Office to some extent) and there are instances where that is not the case -- particularly when you start talking specifically-tailored programs from Sun, IBM, et. al.

Take, for instance, this BBC article where Sun co-founder Scott McNealy advocates for Open Source, which is fine, but then OSI's president Michael Tiemann morphs McNealy's arguments into essentially our government must go Open Source because it would be more democratic. This is the type of argument that gets muddled in with what I think should be the bottom line, and that is the agency's bottom line (TCO). And once the President started talking about "open source government," he merely confused two legitimate issues: 1) Open Source vs. Proprietary and 2) Open and Transparent Government. Two important, but completely different issues.

The point is that I think both systems are legit and should be encouraged. I use Firefox and Safari for browsing. I use MS Office on my computer at work and Open Office at home. I, as a consumer, tap into applications and programs that I pay for up front and ones that are considered freeware.

I do not think that the old way of issuing proprietary software is going to fall by the wayside anytime soon. As long as there is a market for this business model it should stick around (sans government subsidies or other artificial supports). I think it's the competition and innovation that drives better products and technological advancements and consumers (DNR being a consumer in this case) benefit.

I am glad you read my Policy Note and I would be happy to discuss this further.

Best wishes.

--
Carl Gipson | Director, Small Business, Technology and Telecommunications
Washington Policy Center
206.937.9691 (ph) | 206.915.8902 (cell)
washingtonpolicy.org | washingtonpolicyblog.org

On Apr 17, 2009, at 2:27 PM, Josh Dressel wrote:

Dear Mr. Gipson,

I'm a proponent of the OSS model. I've been working towards getting the Department of Natural Resources to adopt OpenOffice.org and the Zimbra email client in place of Microsoft Office. I've emailed John Barnes and Jason Mercier on a number of occasions and I support the work of the Washington Policy Center. Though you and I have different views on OSS, I believe we're saying the same thing. Sound data should be behind the decision of which software is being used by a state agency -not blanket policies.

In regard to the policy note though, I'm confused by the following statement:

"OSS requires more labor and technical assistance than proprietary software, and the extra time and cost should be taken into account when making procurement decisions."

Could you provide the data behind this conclusion?

Based on the overall theme of the policy note, I offer it makes more business sense to use the Corel WordPerfect office suite than Microsoft Office. Both are proprietary, both are equally capable of creating and working with the word processing, spreadsheet, and database files presently in use throughout our state agencies. One has a cost of around $80 per machine while the other $318. If procurement is to be truly neutral, we'll possibly be using WordPerfect soon. However, we know Microsoft will continue to be the product of choice. This continuation will not be based on sound research or neutrality but on the lobbying power of the Microsoft Corporation.

As a technical support professional, I can tell you the argument of training costs is redundant. Training is inherent to technology regardless of whether it's proprietary or open source. The technical support team at the DNR was put through costly training to support the conversion to Microsoft Office 2007. The Department of Personnel provides ongoing training for Microsoft Office applications. The idea it would take more labor and technical assistance for an open source product lacks any supporting facts.

I believe research will show open source technology as an essential force behind Web 2.0, the success of Google, and the social networking outbreak. The popularity of Mozilla Firefox is in contrast to being high maintenance or having open, easily tampered code. The only reason IE remains popular at all is the pre-packaging with the Windows operating system. I can go on endlessly with details supporting the validity of open source software but we ultimately want the same thing -government to make sound business decisions and use the best tools for the job.
For the sake of neutrality, I believe your policy note needs to be modified and more research done to clarify what open code, open standards, and open source really are.

Thank you very much for your time.

Sincerely,

Josh Dressel

April 15, 2009

Vendor Driven Information Technology

Questioning the way we do things is one of our greatest opportunities of this budget crisis. It is important for all of us to look around to see if what we are doing makes sense. -Jim Morgan, Financial Management Division Manager, Washington State Department of Natural Resources

From: DRESSEL, JOSH (DNR)
Sent: Wednesday, April 15, 2009 1:42 PM
To: Carlyle, Reuven
Cc: GEBHARDT, PAT (DNR); Packard, Heath (DNR); Toso, Aaron (DNR); YOUNG, LENNY (DNR)
Subject: RE: government contracts
Importance: High

Dear Representative Carlyle,

I’m not sure if you received a response to your question but here’s what I see…

Our agency is vendor driven. I believe the entire state might be similar in nature. Instead of contacting vendors after consultants and R&D has put time into mapping agency needs, vendors contact those individuals with purchasing authority and pitch the merchandise they claim works best. This might get the job done, but it is an inefficient way of doing business.

Gary Donnelly has a publication explaining methods he believes vendors should use when pursuing procurement from state and local governments. In it, he recognizes the role political influence plays in government contracts. In terms of technology, the dominant name also happens to be that of the company with the largest amount of lobbying power. I believe this is directly related to the DNR being a Microsoft shop. We have MS Office, SharePoint, Active Directory, and Exchange Server but I don’t believe we have the research to back this as the best strategy.

My idea wasn’t to completely switch the agency to open source. However, I do believe it’s necessary to use open source whenever it makes financial sense to do so. The one area I see instant savings and gratification from is converting to the OpenOffice.org suite. If this was done throughout the state, the savings would be around $318 per machine. For our agency, this is a savings of over $600,000. Along with the adoption of OpenOffice.org is the need to change from MS Outlook email to something that will work with Exchange Server. While looking for solutions, one of the DNR systems analysts found an answer with a product called Zimbra and estimated the total savings (OpenOffice.org + Zimbra) to be $1.8 million over the next biennium.

The initial cost of something like this isn’t monetary, it’s in the training of staff. The personnel for doing this however are already in place. There is a financial expense for continuing with the products already in use. Once a switch has been made and the hurtle of training staff overcome, the savings are sustainable.

image Outlook and Exchange Server are examples of how entwined our agency is in the use Microsoft products -but we’re not dealing with Lock Blocks that won’t fit with Legos. The more our state moves away from Microsoft standards towards open standards, the less likely it is we’ll run into compatibility issues. Open source works the same across all hardware and software platforms. This allows an agency to effortlessly exchange data with the public and other agencies. It is also the very essence of open government.

The status of IT at the DNR is we continue to be a Microsoft shop without any sound data to back staying this course.

Sincerely,

Josh Dressel
IT Specialist
Department of Natural Resources


Over time business needs, technology and the tools that employees use to do their jobs do change. It is good to periodically review the way we do business and the infrastructure that affects our overhead costs and work center expenditures. -Jim Morgan, Financial Management Division Manager, Washington State Department of Natural Resources

April 13, 2009

A Response From Representative Carlyle

image -----Original Message-----
From: Carlyle, Rep. Reuven
Sent: Mon 4/13/2009 11:14 AM
To: DRESSEL, JOSH (DNR)
Cc: GEBHARDT, PAT (DNR); Packard, Heath (DNR); Toso, Aaron (DNR)
Subject: RE: government contracts

Thank you Josh.   I ask all of you to appreciate that it is essential legislators learn directly from folks in the agencies about issues, ideas, thoughts and counsel about how to make gov't work better.  I strongly encourage this type of direct outreach and personally don't consider it lobbying but rather education about agency issues....I feel it is more than appropriate, and I hope you won't give Josh or anyone a hard time.  We have a citizen legislature...real people living real lives and when we lose touch we lose our ability to serve the public.

May I ask the status of the IT issues at DNR?  Reuven.

From: DRESSEL, JOSH (DNR)
Sent: Monday, April 13, 2009 11:00 AM
To: Carlyle, Rep. Reuven
Cc: GEBHARDT, PAT (DNR); Packard, Heath (DNR); Toso, Aaron (DNR)
Subject: RE: government contracts

Thanks so much for getting back to me. I've had to move my effort to my home email because of some heat I got for contacting you through my work email. I've been journalizing my effort to reduce costs through a blog http://chrome-toaster.blogspot.com and it includes information about the problems I've encountered along the way.

I believe this agency has ignored and overlooked the savings moving to OpenOffice.org would have. I emailed our Department Manager, Lenny Young, on March 12th but never got any response from him. The only response to this idea has been warnings about lobbying elected officials.

I would be very happy to meet with you to go over the idea more thoroughly. If you're interested, please contact me at joshdressel@x.x.

Thanks again!!!

Sincerely,

Josh Dressel
IT Specialist
Department of Natural Resources

From: Carlyle, Rep. Reuven
Sent: Monday, April 13, 2009 10:49 AM
To: DRESSEL, JOSH (DNR)
Subject: RE: government contracts

Josh, your thoughts on the current budget from House and senate?  I haven't looked at details in budget relative to your agency and IT..can you provide an update? Thanks. Reuven.


Instead of answering Representative Carlyle’s question about the status of IT issues at the DNR, Pat Gebhardt was heading away from his desk minutes after the email was received. By 4:30 this afternoon, no response had been sent –at least not one I was CC’d on.

In my opinion, only John Daane has put into action anything in IT to reduce cost. As far as the OpenOffice.org idea is concerned, it has been ignored by Pat all the way up to Lenny Young. Like the rest of the DNR, IT has budget constraints and instead of dealing with this challenge by modifying the way we do business, the plan is to cut people to meet these constraints.

We will not be able to achieve required expenditure reductions for GF-S and the admin fund split without additional layoffs.  I expect that we will be able to identify almost all of the positions that must be eliminated to implement GF-S and admin fund split reductions by May 1.  As we get closer to May 1, I will provide you with more information on impacts and timing.  Human Resources Division also will be providing additional information.
–Lenny Young (link)


Walling Off Executive Management

image A co-worker called this morning concerned about Commissioner Peter Goldmark meeting with GA at the Department of Agriculture. He was apparently there to discuss a project to wall off executive management similar to Agriculture’s setup.

Executive management already has doors on either side of their division, separating them from “common” staff. Also, many top-level managers have doors to their offices.

If this rumor turns out to be true, it goes against open government, transparency, and the principles Peter Goldmark claimed will guide this agency.

Most alarming is the expense a project like this would have, especially during a budget crisis when executive managers are being asked to reduce costs.

I sent a public disclosure request to get more information. Hopefully it will get further than the last one…


Josh Dressel wrote:

So he never got a response from Aaron when he said he wanted to look into the next steps to address lobbying issues? I find that a little peculiar.

Have a good weekend. I'll see you sometime next week.

Josh

MURPHY, PEGGY (DNR) wrote:

Josh:

I am out of the office on Friday and Monday so will not have any records to give to you this week.

I did find that Heath Packard had no further records related to the blog or lobbying issue.

Thank you,

Peggy


From: Josh Dressel [mailto:joshdressel@gmail.com]
Sent: Monday, April 06, 2009 5:06 PM
To: MURPHY, PEGGY (DNR)
Subject: Re: public records request

I really appreciate all your hard work and wish there was an easier way of obtaining these records without adding to it.

Josh

On Apr 5, 2009 12:08 PM, "Josh Dressel" <joshdressel@gmail.com> wrote:

Dear Peggy,

Thanks again for gathering some of the requested material for me so quickly. After reading through the email messages, there's an email from
Pat Gebhardt to Aaron Toso on March 17th but I don't see the response from Aaron to Pat's question. Also, there is a request from Heath
Packard about looking into my blogging more but no further information. Has there been more looking into this?

I think my initial request only pertained to email messages to or from Pat Gebhardt. I need to extend the request to include all email messages between managers and external agencies who contacted the DNR regarding the blog. I also need copies of any records pertaining to Heath Packard's email message on March 16, 2009 about discussing "next steps" to address lobbying activities.

Sincerely,

Josh Dressel

April 12, 2009

It’s Only Money Right?

image 

I really enjoy a post like this –doesn’t require any input on my part.