Evolving EGI Business Models Sy Holsinger Strategy and Policy Officer, EGI.eu sy.holsinger@egi.eu 20/09/2011 Evolving EGI Business Model – EGI CF Munich - March 2012

Evolving EGI Business Model – EGI CF Munich - March 2012 Content Summary of activities over last year Evolving business model and alignment with the EGI strategy Opportunities for the various components of the EGI ecosystem Summary and Next steps Questions for discussion 20/09/2011 Evolving EGI Business Model – EGI CF Munich - March 2012

Timeline of Activities to Date EGI Sustainability Plan (D2.7) – March 2011 Outline of EGI’s ecosystem and services, potential business models Business Model Workshop at EGI TF’11 – Sept 2011 Introduction of business models for EGI and open discussion DCI Project Sustainability Meeting – Oct 2011 Participants: EMI, IGE, StratusLab, Venus-C, EDGI, SIENA User General Sustainability Workshop - Jan 2012 3-day workshop: User Community Service Needs, Service Development, Sustaining EGI community breakouts EGI Strategy Plan (D2.30) In open consultation: http://www.egi.eu/blog/2012/03/09/seeking_new_horizons_egis_role_for_2020.html Evolving the EGI Business Model (D2.18) In progress; CF’12 workshops to directly support document 20/09/2011 Evolving EGI Business Model – EGI CF Munich - March 2012

Evolving EGI Business Model – EGI CF Munich - March 2012 EGI2020 Strategy Towards the digital ERA through 4 key investment areas: Community & Coordination Promoting competitive cooperation, collaboration and interaction for increased visibility and results. Operational Infrastructure Should be re-used and adapted to integrate domain-specific services and institutional private clouds into a uniform infrastructure. Federated Cloud Infrastructure EGI needs to move to a model where research communities and individuals are easily able to personalise their e-Infrastructure environments and a federation of private clouds is being prototyped to deliver this capability. Virtual Research Environments Will allow researchers to deploy the environments they need where they need to. 20/09/2011 Evolving EGI Business Model – EGI CF Munich - March 2012

Evolving EGI Business Model – EGI CF Munich - March 2012 EGI Ecosystem National & European Private/Commercial NGIs Resource Centres EMI IGE SAGA OpenNebula National & European Large & Small EGI.eu Evolving EGI Business Model – EGI CF Munich - March 2012

Refactoring for EU 2020 Collaboration Services Community Platforms Facilitate synergies between Research Communities in the online European Research Area Community Platforms Domain-specific access to distributed resources. Promote sharing and reuse through a ‘Platform Store’ in a diverse ecosystem of platform integrators, deployers & operators Community Platform 2 Community Platform 4 Community Distribution (e.g. UMD) Community Platform 1 (e.g. ASTRA space science) Community Platform 3 (e.g. Speech Processing) Infrastructure Platform Consistent federated IaaS access to physical resources through Virtualisation Physical Resources: Public and commercial mix Different countries (35+) and admin domains (350+) Evolving EGI Business Model – EGI CF Munich - March 2012

Platform Driven EGI Infrastructure Platform Training platform Federated AAI Community Platforms Cloud Management services Brokered HPC Messaging, Monitoring, Accounting and Information Discovery Classic HPC Data-intensive HTC Pilot-job HTC EGI Collaboration Platform EGI Basic Federated identity infra. Compute Data movement Data/Storage access VM Image Sharing Research group membership Service Desk Meeting planning MS510: https://documents.egi.eu/document/970 20/09/2011 Evolving EGI Business Model – EGI CF Munich - March 2012

Business Models Around What? use operate 20/09/2011 Evolving EGI Business Model – EGI CF Munich - March 2012

Structuring a Business Model Problem Identify top 3 problems that need to be solved Client Segments List the client that potential solutions could and should satisfy Value Proposition Short, clear, compelling message that turns an unaware visitor into an interested prospect Solution Any identified problem should have a corresponding solution for the client Channels List the path to reach and interact with the clients Cost Structure List fixed and variable costs Revenue Streams List sources of revenue in order to cover the costs 20/09/2011 Evolving EGI Business Model – EGI CF Munich - March 2012

Evolving EGI Business Model – EGI CF Munich - March 2012 Examples # Service Provider Service Consumer Relationship 1. EGI Partnership Researchers (and groups) B2C 2. EGI.eu NGIs/EIROs B2B 3. NGI 4. Technology Provider 5. Platform Operator 20/09/2011 Evolving EGI Business Model – EGI CF Munich - March 2012

EGI Partnership -> Researchers Problem Lack of a generic infrastructure open to whole European Research Area High technical barriers and lack of user flexibility in running environments Difficult to share problem solving reusable solutions Client Segments Researchers and their groupings: individual researchers, research collaborations, VRCs Value Proposition Provide uniform access to large scale computing, storage and data resources across Europe allowing researchers to share information securely, collaborate with colleagues worldwide and manipulate and analyse complex data faster and more efficiently in ways otherwise not possible. Solution Implementation of a Federated Cloud Infrastructure Creation of Frameworks to build Virtual Research Environments EGI store 20/09/2011 Evolving EGI Business Model – EGI CF Munich - March 2012

EGI Partnership -> Researchers Channels Coordination and Community Building through EGI.eu and NGIs Helpdesk Campus or Community Champions for local level contact Online media -> website, blog, wiki, newsletter, social media, etc. Cost Structure IT infrastructure, staff, operational costs, dissemination material… Revenue Streams Indirect from funding bodies EU funding for innovation National funding for operations and maintenance Recurring budget line item from local gov’t EGI2020 Strategy Impact All 4 strategic areas: Only through this partnership will EGI persist for decades to come 20/09/2011 Evolving EGI Business Model – EGI CF Munich - March 2012

Evolving EGI Business Model – EGI CF Munich - March 2012 EGI.eu -> NGIs Problem Coordination of service delivery across multiple national infrastructures Lack of community awareness about the EGI opportunity Fragmentation between European e-Infrastructure providers Client Segments National Coordination bodies Value Proposition Provides European coordination and management services providing strategic direction, policy and planning for the federation of national infrastructures across Europe including visibility on an EC and Int’l level Solution Provide high-quality leadership, governance structures, marketing and communication, strategic planning and policy development Build communities and collaboration through workshops, forums and collaboration tools Integrate European e-Infrastructures through strategic partnerships 20/09/2011 Evolving EGI Business Model – EGI CF Munich - March 2012

Evolving EGI Business Model – EGI CF Munich - March 2012 EGI.eu -> NGIs Channels Personal relationship between EGI.eu staff and NGIs (e.g. NILs, OpMan) Management and coordination bodies (e.g. Council, TCB, OMB, UCB) Whitepapers and reports (e.g. analysis, technical roadmapping) Promotional material, community events, social media Cost Structure Staff, development of collaboration tools, office space and materials Splitting between operations, maintenance and development (MS115) Revenue Streams Direct: membership fees from members To cover operational + maintenance Indirect: EC funding for European-wide objectives (e.g. EU2020 Strategy) To cover development & innovation EGI2020 Strategy Impact Community & Coordination: Promoting competitive cooperation, collaboration and interaction at local, national and European levels for increased visibility and results 20/09/2011 Evolving EGI Business Model – EGI CF Munich - March 2012

NGIs -> Researchers Problem High technical barriers and lack of user flexibility in running environments. Slow resource allocation process to meet the needs of data-intensive researchers or lack of on-demand model. Client Segments Researchers and their groupings: individual researchers, research collaborations, VRCs. Value Proposition Provide a structured means for provisioning computing, data and storage services for the benefit of data-intensive researchers. Solution Consultancy on customising Virtual Research Environments. Federated cloud services and platform operators to deploy and operate community platforms. 20/09/2011 Evolving EGI Business Model – EGI CF Munich - March 2012

NGIs -> Researchers Channels Helpdesk Campus or Community Champions for local level contact Online media -> website, blog, wiki, newsletter, social media, etc. Consultancy Cost Structure IT infrastructure, staff, operational costs, dissemination material… Revenue Streams Indirect: Fixed budget line item in local National funded research projects Structural funds EC funded projects answering European priorities Direct: Paid support, training, consultancy EGI2020 Strategy Impact 4 strategic areas: Community and Coordination, Operational infrastructure, Federated cloud, Virtual Research Environments. 20/09/2011 Evolving EGI Business Model – EGI CF Munich - March 2012

Technology Providers -> EGI.eu Problem Need for open-source software and standards-based components to federate IT infrastructures Need for timely support of bug fixing Client Segments EGI.eu Value Proposition Free or inexpensive solutions coupled with trusted brand name that can offer maintenance and development services across many communities Solution Develop software components to be an infrastructure as a service across organisational boundaries Legally binding SLAs with defined response times Community Specific: Extensive knowledge and expertise in community related needs to provide dedicated services and solutions 20/09/2011 Evolving EGI Business Model – EGI CF Munich - March 2012

Technology Providers -> EGI.eu Channels Helpdesk and bug tracker Website, wiki and knowledge base Social media Cost Structure Staff, IT infrastructure for development and testing, documentation… Revenue Streams Direct: Paid support service based on SLA Indirect: Dedicated innovation projects (National/European) Hybrid: In-kind effort from community buy-in EGI2020 Strategy Impact Operational Infrastructure, Federated cloud infrastructure, Virtual Research Environments: Supplying the various software and services needed throughout the community. 20/09/2011 Evolving EGI Business Model – EGI CF Munich - March 2012

Platform Operators -> Researchers Problem Heavy burden of operating infrastructure that distracts from core business Lack of technical skills to solve IT problems Client Segments Researchers Value Proposition Technical expertise to operate domain-specific platforms on behalf of research communities Solution Operate the community platform chosen by the user Timely support based on SLA 20/09/2011 Evolving EGI Business Model – EGI CF Munich - March 2012

Platform Operators -> Researchers Channels Helpdesk Forum, website, wiki and knowledge base Social media Cost Structure Staff, local IT infrastructure for support services Revenue Streams Direct: Paid support service based on SLA Indirect: Dedicated innovation projects (National/European) Hybrid: In-kind effort from community buy-in EGI2020 Strategy Impact Federated cloud infrastructure, Virtual Research Environments: Operating higher-level services on behalf community. 20/09/2011 Evolving EGI Business Model – EGI CF Munich - March 2012

Evolving EGI Business Model – EGI CF Munich - March 2012 Conclusions Summary Various community meetings held on the topic over last year A vision and strategy for EGI towards 2020 produced EGI Ecosystem correlated to evolving services A number of business models further defined for community Next Steps Provide feedback to the EGI Strategy Plan (D2.30) In open consultation Finalise Evolving the EGI Business Model (D2.18) In progress; CF’12 workshops to directly support document 20/09/2011 Evolving EGI Business Model – EGI CF Munich - March 2012

Evolving EGI Business Model – EGI CF Munich - March 2012 Thank you! sy.holsinger@egi.eu policy@egi.eu 20/09/2011 Evolving EGI Business Model – EGI CF Munich - March 2012