1. Hertlein: Collaboration at it’s best - open standards and open source IBM Standards and Open Source 1

2. © 2006 IBM Corporation Collaboration at it’s best – open standards/open source Ralph A. Hertlein Global Industry Standards Leader Standards and Open Source http://www.eweek.com/category2/0,1874,1866370,00.asp

3. Hertlein: Collaboration at it’s best - open standards and open source IBM Standards and Open Source 3 The Value of Open Innovation “Companies that innovate on top of open standards are advantaged because resources are freed up for higher-value work and because market opportunities expand as the standards proliferate.” From “An IBM Prospectus” IBM Annual Report 2004

4. Hertlein: Collaboration at it’s best - open standards and open source IBM Standards and Open Source 4 Collaborative Innovation:  Community-driven approach to problem solving  People working across geographical and organizational boundaries to confront today’s most pressing challenges  Enabled by open standards and new intellectual property practices including open source licenses  It unites perspectives from a host of disciplines to: Rapidly solve business issues Accelerate technological advancements Stimulate economic growth

5. Hertlein: Collaboration at it’s best - open standards and open source IBM Standards and Open Source 5 DevelopmentMaintenance Acquisition ImplementationModification What does Open mean OpenClosed Being open is fundamentally at odds with a single or a few vendors dictating to the world what format will be used. Open means more than Interoperable – it in many cases means interchangable.

6. Hertlein: Collaboration at it’s best - open standards and open source IBM Standards and Open Source 6 This is all part of a bigger “Open” change Application Information Old Style Information is closely linked to the application that created it. Control is with the software developer not the customer. ApplicationBrowserPartner Information New Style Information is represented using a real open standard not under the control of a single vendor, and multiple applications can create and access it interchangeably. Control is with the customer not the software provider.

7. Hertlein: Collaboration at it’s best - open standards and open source IBM Standards and Open Source 7 The continuing evolution of communication Business Management Business Process Business Services Business Data Application Data Deployment Physical Industry Technical Voice & Gesture Words & Symbols Written notes Pen & Post-its Printed documents Fax & PCs email & portals Web & Browsers Automated Process Web Svcs & SOA Time

8. Hertlein: Collaboration at it’s best - open standards and open source IBM Standards and Open Source 8 Open, Industry specific standards, cross all Industries Industry-Specific Energy & Utilities Technology STANDARDS Open OS Open Networks Open Publishing Open Data Open Programming Open Interchange Grid Linux IP Web Services HTML XHTML J2EE XML Autonomic Standards Business Function Chemicals & Petroleum Industrial Products Aerospace & Defense Human Resources Customer Support Finance Marketing Relationship Management Procurement Accounting Information Management Automotive Computer Services Electronics Product Life Cycle Consumer Products Retail Wholesale Travel & Transport Trading Partner Collaboration Standards Banking Insurance Tele- communications Financial Markets Global SMB Media & Entertainment Pervasive & Wireless Education Government US Federal Life Sciences

9. Hertlein: Collaboration at it’s best - open standards and open source IBM Standards and Open Source 9 Proprietary formats not acceptable ‘The Norwegian government is taking large steps in their software policy: everybody in the public sector has to develop a plan for use of open source solutions within 2006. The Norwegian Minister of Modernization, Morton A. Meyer, presented new plan for information technology in Norway called “eNorge – the digital leap", where one of the points concerned open standards and open source. …  Within 2009 all new ICT- and information systems in the public sector shall use open standards.  Within 2006 a set of management/administrative standards for data and document exchange should be established  Within 2006 all operations in the public sector should have introduced plans for how they will use open standards, service oriented architecture and open source. … Meyer also said Proprietary formats will no longer be acceptable in communication between citizens and government. …’

10. Hertlein: Collaboration at it’s best - open standards and open source IBM Standards and Open Source 10 Example - fostering open interoperable education …by working with organizations to ensure open …by working with leaders in the industry to ensure direction …by contributing to the industry to ensure interoperability

11. Hertlein: Collaboration at it’s best - open standards and open source IBM Standards and Open Source 11 It’s not “proprietary or open,” it’s “proprietary and open” Proprietary Innovation Advantages: Product / offering uniqueness Speed-to-Market Open Innovation Advantages: Cost / value scale Option value / scope Differentiation Standardization Leadership Collaboration

12. Hertlein: Collaboration at it’s best - open standards and open source IBM Standards and Open Source 12 Open Source business and licensing considerations Business strategies/models –Subscription –Patronage –Embedded –Extend and Enhance –Layering –Optimization –Dual License –Consulting –Hosted Licensing considerations –Must make source available –Use with other OSS –Defensive termination –Ability to release for others –Patent grants GPL LGPL MPL CPL EPL BSD MIT APACHE

13. Hertlein: Collaboration at it’s best - open standards and open source IBM Standards and Open Source 13 Lessons we learned about open  We were worried about quality; we shouldn’t have been  We gained a better understanding of the open source domain –Copyright complexities, Patents –License Ts and Cs  We gained a better understanding of the value and the costs –How to leverage –Where to contribute  We learned to balance open and proprietary – best of both  We learned to manage the risks  We learned it is important to have clear business and strategic reasons for using open source

14. Hertlein: Collaboration at it’s best - open standards and open source IBM Standards and Open Source 14 The move to “Open”  Every day, every week, every month, the world is becoming more open.  Key words to remember: “community”, “innovation” and “transparency.”  We continue to create and optimize business models to take advantage of open source, and get there before “the other guy” does?  There is no turning back: we will speed up or slow down, but there is no going backwards anymore.

15. © 2006 IBM Corporation Questions…? Ralph A. Hertlein hertlein@us.ibm.com

16. Hertlein: Collaboration at it’s best - open standards and open source IBM Standards and Open Source 16 Appendix A

17. Hertlein: Collaboration at it’s best - open standards and open source IBM Standards and Open Source 17 Integrating Open Source into your IT strategy  Include Open Source alongside Commercial software –Don’t build a separate strategy  Establish policies for working with Open Source software –Educate company teams about OSS before they work with it  Review Open Source Licensing –Check OSS license terms carefully –Establish a process within your company to help developers understand the terms of the OSS licenses and the procedures required to comply with them  Implement a system to review, approve, and track: –Uses of OSS inside the company –Contributions of company software assets to external OSS projects  Evaluate Community and Maturity of Open Source before committing

18. Hertlein: Collaboration at it’s best - open standards and open source IBM Standards and Open Source 18 Open Source desktop options OfferingThe SkinnyMore Details Firefox Fast-growing browser www.firefox.com MythTV Digital video recorder for home PCs www.mythtv.org OpenOffice Cross-platform productivity suite www.openoffice.org Songbird Apple iTunes alternative www.songbirdnest.com VLC Video media player www.videolan.org/vlc Buntu Linux variant has major buzz www.ubuntu.org Xandros Hundreds of VARs back this Linux www.xandros.com Source: TECHIQ Research - http://techiqmag.com/

19. Hertlein: Collaboration at it’s best - open standards and open source IBM Standards and Open Source 19 Assessing your situation for Open Document Format 1.What is the extent of your current use of word processing, spreadsheet, and presentation documents? 2.How complicated are your documents? 3.Do they extensively use complicated templates and macros? 4.How often do you access older documents? 5.How often do you change older documents? 6.On what desktop platforms do you create and view most of your documents? 7.What desktop platforms do you plan to use in the future? 8.How often are your documents shared within and outside your organization? 9.Do you plan to increase the availability of your documents on the Web? 10.What did you learn from previous, similar migration experiences?