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Another Cloud
             Is Possible
     Allen Gunn, Aspiration
   gunner@aspirationtech.org
       Twitter: @aspirationtech
             aspirationtech.org/publications/manifesto


This material licensed Creative Commons Attribution Share Alike 2.5+
What are we talking about?
►What  is “The Cloud” and why care?
►What I love (and love less) about cloud
►Case studies on the same
►Pictures real and imagined
►Control of destiny in the cloud
►Security issues in the cloud
►NGO solidarity in the cloud
►Whatever you all want to talk about
Who is Aspiration?
►Wework with stakeholders across the
nonprofit software supply chain:
  We advise NGO technology decision makers on
   how to employ tech sustainably and affordably
  We advise vendors and developers on how and
   what to build for NGO users
  We advise grantmakers on technology strategies
Who is Aspiration?
►Most   importantly, we support & advise
  Nonprofit and Foundation Staff
    on how to apply technology
  On Their Terms
    to
  Achieve Impact
    in their
  Program and Mission Work :^)
What is this talk about?
►Movement    Solidarity
►Collective Buying Power
►Shared Responsibility
►Paying Attention to Infrastructure
►Looking more than one step ahead
►In short, doing the cloud on your terms, not
 somebody else's terms
What Is the “IT” Problem?
►IT   is damn hard and ever-changing
  And it's probably not your core mission
►IT   is expensive, hard to cost manage
  Tough to budget stuff that keeps changing
►IT   staffing is too often a struggle
  Tough to find and retain talent
  Social and communications skills an issue
  Personal hygene also a risk factor
What Is the “IT” Problem?
►(Sound of trumpets!)
►“The Cloud” to the rescue!!!
   "The   Cloud   Is Easier"
   "The   Cloud   Saves Time and Money"
   "The   Cloud   Reduces Staffing Needs"
   "The   Cloud   is More Secure"
   "The   Cloud   Tucks Me In At Night"
   "The   Cloud   Slims & Tones Me While I Sleep"
What is the Cloud to Us?
►Apps   running online, available remotely
   Maintained, improved by somebody else
►Data   stored on web-accessible servers
   Collaboratively edited and curated by
    permissioned folks
►Access to all of the above from anywhere you
 have internet access
   Client devices play a simpler role
   Organizations can focus on workflow
Things I Love About the Cloud
►Real   time collaboration
   ...co-creating documents on a call...
►Open-ness
   Inviting others into my work and thinking
►Focus-ability
   Someone else manages technology pieces I don't
    want to think about
Things I Love About the Cloud
►Availability
   e.g. when my primary device and I are in
    separate locations
   Rich support for “oops, I forgot to bring...”
►Serendipity
   Due to all of the above, interesting things just
    happen
Cloud Changes the Game
►Establishes   new collaboration zones
   Private places to throw it all together
   Relatively “organizational culture neutral”
►Reduces    collaboration boundaries
   No fighting firewalls for access to servers
►Preserves   organizational memory
   Across fire drills and turnover
►Drives   accountability and transparency
   Your laundry is on(the)line
Case Study - Mozilla Etherpad
►Etherpad    is a collaborative text editor
   Like Google Docs without the overhead
►Mozilla   uses it for conference call notes
   Call host sets up template, shares link
   Notes are available in real time, no waiting
   Call participants can contribute notes, fixes
   Chat feature enables parallel commenting
►Cloud   lesson: New Things Are Possible
Case Study: SF BART Protests
2011 SF BART Protests
►Activistsused social media and other cloud
 platforms to organize, coordinate
   Enabled rapid turnout, adaptation of tactics
   Dramatic (annoying) successes achieved
   So the next time around...
►SF   Police cut off internet in stations
   Instantly eviscerated the network
   Neutralized rapid response, coordination
►Cloud   lesson: Have a Plan “B”
Let's get conceptual...
►There   are 2 ways of envisioning Cloud
   The way it is sold
   The way it works in practice
   ...and we've got pictures
►We  look at cloud through a lens of
 organizational development
   Goal: .orgs control their technology destiny
   The path to the same is workflow-driven
   Our mantra: “Sort the Technology Last”
The Cloud of Lore




Source: http://crenk.com/the-cloud-in-the-classroom/
Our Cloud of NPTech Reality




        aspirationtech.org
Control in the NPTech Cloud
►NGOs  should follow cloud strategies that
 maximize their control over long-term destiny
►Much comes down to what routes through
 your domain name
   “Why Facebook=Enterprise #FAIL for us”
   http://www.politico.com/news/stories/0910/42364.html

►The  game is figuring out what makes sense
 to store at what layer of control
It's all about the Data
►Tragedy     of the NGO financial reality
   There   are   budget line items for software
   There   are   budget line items for hardware
   There   are   budget line items for labor
   There   are   rarely line items for DATA
►Tech   is a vessel to story & carry data
   As you consider cloud, it's about the DATA
   Your DATA is your digital power
   Center your cloud thinking on this truth
Control in the NPTech Cloud
►We  look at the cloud as 4 layers of enterprise
 leverage
►(1) Stuff behind your domain name on
 remote servers you own and administer
   Outside of your walls, it's the highest level of
    control
   eg, cloud CRM at civicrm.aspirationtech.org
   Cloud factor: “meh”, but an essential option to
    know you have
Control in the NPTech Cloud
►We  look at the cloud as 4 layers of enterprise
 leverage
►(2) Stuff behind your domain name on
 remote servers you contractually control on
 terms you like
   Someone else handles the lower levels
   e.g. our Drupal and Wordpress sites hosted at
    www.rochen.com
   Cloud factor: “woof”, “yum”, “yay”
Control in the NPTech Cloud
►We  look at the cloud as 4 layers of enterprise
 leverage
►(3) Stuff behind your domain name on
 application servers you don't control
   e.g. Wordpress.com, Google for Domains
   The idealized cloud of “I don't think about IT or
    hosting hassles”; limited control
   Concerns: Redundancy, long-term support
   You “retain” your ability to migrate
   Cloud factor: hmmmmm
Control in the NPTech Cloud
►We  look at the cloud as 4 layers of enterprise
 leverage
►(4) Behind “their” domain/”the rest”
   A.K.A. “minimal control of your destiny”
   Basecamp, Facebook, Bit.ly, YouTube …
   Your mileage is guaranteed to vary
   If you love yourself, keep local copies of anything
    that matters
   Cloud factor: psychic required
How Most Cloud Companies See
        Their Priorities
►#1 Major investors/shareholders
►#2 Major revenue sources
►#3 Primary user bases who drive major
 revenues
►#4 Data gleaned from users, revenue
 sources to drive follow-on revenues
►…
►#n+1 NGOs, aka "Us"
Moral: Don't Get Locked Out
Aspiration's Cloud Fatalism
►Alltech relationships should be predicated on
 divorce
►Apply the “Hollywood Marriage” rule:
   Nothing tech lasts forever. Nothing.
   “Pre-nup thinking” becomes critical
   Model for eventual (or sudden) migration
   Verify data export on a regular basis
   Show restraint towards “lock-in” features
Aspiration's Cloud Checklist
►Relationship   questions to ask about cloud
 options
   Can we put it behind our (sub) domain?
   Can we talk to other clouds in this relationship?
   Who else is this cloud hanging out with?
   Can we leave when we want?
   Are they like us?
Aspiration's Cloud Checklist
►Asset   questions to ask...
   Can we export our data on demand in open,
    complete formats?
   Is our data really our data?
   Is our data secure, encryptable, private?
   Who else can look at our data?
   In what legal jurisdiction is our data stored?
   What is your policy regarding government
    requests for data?
Aspiration's Cloud Checklist
►Why   ask all these questions???
  Because “Single Points of Failure” are not as cool
   as they used to be

  Most cloud solutions represent uniquely
   un-leveraged relationships

  There's “looking”, there's “leaping”, and there's
   “having a Plan B”, and the sequencing of those
   matters
Security in the Cloud(s)
►Security   of cloud-based systems
   There is no simple yes/no answer to the question
    of “is it more/less secure?”
   The only safe statement is “it is a tradeoff”
►Security   is a process, not a state
   Redundancy is the golden rule
   Develop cloud competency before putting mission
    critical data there
   Take a “threat matrix” approach when assessing
    risk and security
Cloud Security: Threat Matrix
►Threat:   Data loss
   Is your data redundantely backed up? S3?
   Have you practiced test restores?
►Threat:   Governments
   Who are your grantees, where are they?
   What jurisdiction does your data live in?
   Are you funding in areas of “national security”?
    e.g. Immigration?
   Let Wikileaks and MegaUpload be lessons
Cloud Security: Threat Matrix
►Threat:   Intelligence seekers
   Who are your opponents and assailants?
   Who wants to know more about how and with
    who you are working?
►Threat:   Disgruntled staff
   Have a proactive password policy
   Have a smart account ownership protocol
   Staff turnover should trigger thorough password
    changes
Paths to Cloud Security
►Employ    redundant multi-vendor backup
   And don't forget local download
►Force   SSL connections or VPN access
   Preclude "snooping" of data and passwords
   Assert your expectation of privacy
►Have    well-thought-out data policies
   Have clear and enforced exclusion and retention
    policies for cloud
   Understand “3rd party” privacy issues
Empower Yourself on Privacy
►Mozilla   for User Sovereignty
   Collusion - www.mozilla.org/en-US/collusion
   Firefox Browser Sync
   Mozilla Social Share
►TOR   for anonymity
   www.torproject.org
   Make sure your site works with TOR
►Off-The-Record    Messaging
   http://www.cypherpunks.ca/otr
Mozilla Collusion
The Other Thing: The Big “I”
►Online   enterprise identity is unsolved
   We all manage dozens of credentials
   “Fragmented” is an understatement
   Battle for control of online identity rages
►The   other other “I” thing online
   Org identity and individual identity blur
   “Can you invite my @GMail, not my @.org”
   You need clear policies for distinguishing
The Other Thing: The Big “I”
►Judge  cloud companies by their primary unit
 of identity
   Google, Facebook: Centered on The Individual,
    aka The Consumer
   Basecamp, Salesforce: Centered on The
    Organization
►Isyour cloud platform using you as a
 gateway to your users?
►Favor cloud providers that give The Org their
 due
So What to Do?
►Focus   on three poles of NPTech
   First People
   Then Process
   Last Technology
►Do   incremental research and migration
   Acknowledge that cultural change is hard
   Leverage opportunity to improve processes
   Don't make any big cloud bets right away
The NPTech Cloud is young
►Enterprise   data management
   We need more than just newer data silos
   Many apps don't understand how NGOs and
    nonprofits work
►Identity,   identity, identity
   Stuff needs to talk to stuff on OUR terms
   It's a tough, unsolved problem
   This is where to be wary in placing bets
The NPTech Cloud is young
►Interoperability,    interoperability, inter...
   Prioritize open standards, long-term APIs,
    free/open source-based solutions
   Don't adopt anything browser-specific
►Establish   rich offline synchronization
   Single-points-of-failure are so 1970's
►Don't   trailblaze
   Copy/model others' successes, learnings
   Unless you're a trailblazer
The Outlook for Cloud
►Cloud   is not a fad
   And it really can deliver benefits
►Intentionality   is key to migration
   Involve all users in process from Day 0
   Base migration on workflows, not tools
   Assert control and portability of your data
   Maximize control of your online identity
   Have fallback plans at the ready
   Rinse and repeat
The Outlook for Cloud
►The   cloud gets NGOs to better places
  Innovative ways of engaging supporters
  New modes for building allies, support,
   awareness
  Collaboration, cost savings, convenience
  Ability to focus on impact, not on IT
  Paving the way for mobile
Another Cloud is Possible
►Technology     Decisions are Political Decisions
   You are what you use
►Don't let your organizational tech knowledge
 atrophy
   Don't let cloud tactics sap tech vitality
►Demand  cloud tools that meet NGO needs on
 our terms
Another Cloud is Possible
►Prioritize   values-aligned hosting
   Store your data with people in solidarity with
    your causes
   ElectricEmbers.org, NPOGroups.org
   Riseup.net
   FluxxProject.org
►Practice   Sector-Level Solidarity
   "First they came for the communists, and I didn't
    speak out because I wasn't a communist..."
Another Cloud is Possible
►These   are exciting times for new paradigms
  There is more than one way to get there
  The journey should be the .org reward
  Make your organization's path one of greatest
   sustainability, not least resistance :^)
Thank You!
Questions?

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#CU12: Another cloud is possible - Allen Gunn at Connecting Up 2012

  • 1. Another Cloud Is Possible Allen Gunn, Aspiration gunner@aspirationtech.org Twitter: @aspirationtech aspirationtech.org/publications/manifesto This material licensed Creative Commons Attribution Share Alike 2.5+
  • 2. What are we talking about? ►What is “The Cloud” and why care? ►What I love (and love less) about cloud ►Case studies on the same ►Pictures real and imagined ►Control of destiny in the cloud ►Security issues in the cloud ►NGO solidarity in the cloud ►Whatever you all want to talk about
  • 3. Who is Aspiration? ►Wework with stakeholders across the nonprofit software supply chain:  We advise NGO technology decision makers on how to employ tech sustainably and affordably  We advise vendors and developers on how and what to build for NGO users  We advise grantmakers on technology strategies
  • 4. Who is Aspiration? ►Most importantly, we support & advise  Nonprofit and Foundation Staff on how to apply technology  On Their Terms to  Achieve Impact in their  Program and Mission Work :^)
  • 5. What is this talk about? ►Movement Solidarity ►Collective Buying Power ►Shared Responsibility ►Paying Attention to Infrastructure ►Looking more than one step ahead ►In short, doing the cloud on your terms, not somebody else's terms
  • 6. What Is the “IT” Problem? ►IT is damn hard and ever-changing  And it's probably not your core mission ►IT is expensive, hard to cost manage  Tough to budget stuff that keeps changing ►IT staffing is too often a struggle  Tough to find and retain talent  Social and communications skills an issue  Personal hygene also a risk factor
  • 7. What Is the “IT” Problem? ►(Sound of trumpets!) ►“The Cloud” to the rescue!!!  "The Cloud Is Easier"  "The Cloud Saves Time and Money"  "The Cloud Reduces Staffing Needs"  "The Cloud is More Secure"  "The Cloud Tucks Me In At Night"  "The Cloud Slims & Tones Me While I Sleep"
  • 8. What is the Cloud to Us? ►Apps running online, available remotely  Maintained, improved by somebody else ►Data stored on web-accessible servers  Collaboratively edited and curated by permissioned folks ►Access to all of the above from anywhere you have internet access  Client devices play a simpler role  Organizations can focus on workflow
  • 9. Things I Love About the Cloud ►Real time collaboration  ...co-creating documents on a call... ►Open-ness  Inviting others into my work and thinking ►Focus-ability  Someone else manages technology pieces I don't want to think about
  • 10. Things I Love About the Cloud ►Availability  e.g. when my primary device and I are in separate locations  Rich support for “oops, I forgot to bring...” ►Serendipity  Due to all of the above, interesting things just happen
  • 11. Cloud Changes the Game ►Establishes new collaboration zones  Private places to throw it all together  Relatively “organizational culture neutral” ►Reduces collaboration boundaries  No fighting firewalls for access to servers ►Preserves organizational memory  Across fire drills and turnover ►Drives accountability and transparency  Your laundry is on(the)line
  • 12. Case Study - Mozilla Etherpad ►Etherpad is a collaborative text editor  Like Google Docs without the overhead ►Mozilla uses it for conference call notes  Call host sets up template, shares link  Notes are available in real time, no waiting  Call participants can contribute notes, fixes  Chat feature enables parallel commenting ►Cloud lesson: New Things Are Possible
  • 13.
  • 14. Case Study: SF BART Protests
  • 15. 2011 SF BART Protests ►Activistsused social media and other cloud platforms to organize, coordinate  Enabled rapid turnout, adaptation of tactics  Dramatic (annoying) successes achieved  So the next time around... ►SF Police cut off internet in stations  Instantly eviscerated the network  Neutralized rapid response, coordination ►Cloud lesson: Have a Plan “B”
  • 16. Let's get conceptual... ►There are 2 ways of envisioning Cloud  The way it is sold  The way it works in practice  ...and we've got pictures ►We look at cloud through a lens of organizational development  Goal: .orgs control their technology destiny  The path to the same is workflow-driven  Our mantra: “Sort the Technology Last”
  • 17. The Cloud of Lore Source: http://crenk.com/the-cloud-in-the-classroom/
  • 18. Our Cloud of NPTech Reality aspirationtech.org
  • 19. Control in the NPTech Cloud ►NGOs should follow cloud strategies that maximize their control over long-term destiny ►Much comes down to what routes through your domain name  “Why Facebook=Enterprise #FAIL for us”  http://www.politico.com/news/stories/0910/42364.html ►The game is figuring out what makes sense to store at what layer of control
  • 20. It's all about the Data ►Tragedy of the NGO financial reality  There are budget line items for software  There are budget line items for hardware  There are budget line items for labor  There are rarely line items for DATA ►Tech is a vessel to story & carry data  As you consider cloud, it's about the DATA  Your DATA is your digital power  Center your cloud thinking on this truth
  • 21. Control in the NPTech Cloud ►We look at the cloud as 4 layers of enterprise leverage ►(1) Stuff behind your domain name on remote servers you own and administer  Outside of your walls, it's the highest level of control  eg, cloud CRM at civicrm.aspirationtech.org  Cloud factor: “meh”, but an essential option to know you have
  • 22. Control in the NPTech Cloud ►We look at the cloud as 4 layers of enterprise leverage ►(2) Stuff behind your domain name on remote servers you contractually control on terms you like  Someone else handles the lower levels  e.g. our Drupal and Wordpress sites hosted at www.rochen.com  Cloud factor: “woof”, “yum”, “yay”
  • 23. Control in the NPTech Cloud ►We look at the cloud as 4 layers of enterprise leverage ►(3) Stuff behind your domain name on application servers you don't control  e.g. Wordpress.com, Google for Domains  The idealized cloud of “I don't think about IT or hosting hassles”; limited control  Concerns: Redundancy, long-term support  You “retain” your ability to migrate  Cloud factor: hmmmmm
  • 24. Control in the NPTech Cloud ►We look at the cloud as 4 layers of enterprise leverage ►(4) Behind “their” domain/”the rest”  A.K.A. “minimal control of your destiny”  Basecamp, Facebook, Bit.ly, YouTube …  Your mileage is guaranteed to vary  If you love yourself, keep local copies of anything that matters  Cloud factor: psychic required
  • 25. How Most Cloud Companies See Their Priorities ►#1 Major investors/shareholders ►#2 Major revenue sources ►#3 Primary user bases who drive major revenues ►#4 Data gleaned from users, revenue sources to drive follow-on revenues ►… ►#n+1 NGOs, aka "Us"
  • 26. Moral: Don't Get Locked Out
  • 27. Aspiration's Cloud Fatalism ►Alltech relationships should be predicated on divorce ►Apply the “Hollywood Marriage” rule:  Nothing tech lasts forever. Nothing.  “Pre-nup thinking” becomes critical  Model for eventual (or sudden) migration  Verify data export on a regular basis  Show restraint towards “lock-in” features
  • 28. Aspiration's Cloud Checklist ►Relationship questions to ask about cloud options  Can we put it behind our (sub) domain?  Can we talk to other clouds in this relationship?  Who else is this cloud hanging out with?  Can we leave when we want?  Are they like us?
  • 29. Aspiration's Cloud Checklist ►Asset questions to ask...  Can we export our data on demand in open, complete formats?  Is our data really our data?  Is our data secure, encryptable, private?  Who else can look at our data?  In what legal jurisdiction is our data stored?  What is your policy regarding government requests for data?
  • 30. Aspiration's Cloud Checklist ►Why ask all these questions???  Because “Single Points of Failure” are not as cool as they used to be  Most cloud solutions represent uniquely un-leveraged relationships  There's “looking”, there's “leaping”, and there's “having a Plan B”, and the sequencing of those matters
  • 31. Security in the Cloud(s) ►Security of cloud-based systems  There is no simple yes/no answer to the question of “is it more/less secure?”  The only safe statement is “it is a tradeoff” ►Security is a process, not a state  Redundancy is the golden rule  Develop cloud competency before putting mission critical data there  Take a “threat matrix” approach when assessing risk and security
  • 32. Cloud Security: Threat Matrix ►Threat: Data loss  Is your data redundantely backed up? S3?  Have you practiced test restores? ►Threat: Governments  Who are your grantees, where are they?  What jurisdiction does your data live in?  Are you funding in areas of “national security”? e.g. Immigration?  Let Wikileaks and MegaUpload be lessons
  • 33. Cloud Security: Threat Matrix ►Threat: Intelligence seekers  Who are your opponents and assailants?  Who wants to know more about how and with who you are working? ►Threat: Disgruntled staff  Have a proactive password policy  Have a smart account ownership protocol  Staff turnover should trigger thorough password changes
  • 34. Paths to Cloud Security ►Employ redundant multi-vendor backup  And don't forget local download ►Force SSL connections or VPN access  Preclude "snooping" of data and passwords  Assert your expectation of privacy ►Have well-thought-out data policies  Have clear and enforced exclusion and retention policies for cloud  Understand “3rd party” privacy issues
  • 35. Empower Yourself on Privacy ►Mozilla for User Sovereignty  Collusion - www.mozilla.org/en-US/collusion  Firefox Browser Sync  Mozilla Social Share ►TOR for anonymity  www.torproject.org  Make sure your site works with TOR ►Off-The-Record Messaging  http://www.cypherpunks.ca/otr
  • 37. The Other Thing: The Big “I” ►Online enterprise identity is unsolved  We all manage dozens of credentials  “Fragmented” is an understatement  Battle for control of online identity rages ►The other other “I” thing online  Org identity and individual identity blur  “Can you invite my @GMail, not my @.org”  You need clear policies for distinguishing
  • 38. The Other Thing: The Big “I” ►Judge cloud companies by their primary unit of identity  Google, Facebook: Centered on The Individual, aka The Consumer  Basecamp, Salesforce: Centered on The Organization ►Isyour cloud platform using you as a gateway to your users? ►Favor cloud providers that give The Org their due
  • 39. So What to Do? ►Focus on three poles of NPTech  First People  Then Process  Last Technology ►Do incremental research and migration  Acknowledge that cultural change is hard  Leverage opportunity to improve processes  Don't make any big cloud bets right away
  • 40. The NPTech Cloud is young ►Enterprise data management  We need more than just newer data silos  Many apps don't understand how NGOs and nonprofits work ►Identity, identity, identity  Stuff needs to talk to stuff on OUR terms  It's a tough, unsolved problem  This is where to be wary in placing bets
  • 41. The NPTech Cloud is young ►Interoperability, interoperability, inter...  Prioritize open standards, long-term APIs, free/open source-based solutions  Don't adopt anything browser-specific ►Establish rich offline synchronization  Single-points-of-failure are so 1970's ►Don't trailblaze  Copy/model others' successes, learnings  Unless you're a trailblazer
  • 42. The Outlook for Cloud ►Cloud is not a fad  And it really can deliver benefits ►Intentionality is key to migration  Involve all users in process from Day 0  Base migration on workflows, not tools  Assert control and portability of your data  Maximize control of your online identity  Have fallback plans at the ready  Rinse and repeat
  • 43. The Outlook for Cloud ►The cloud gets NGOs to better places  Innovative ways of engaging supporters  New modes for building allies, support, awareness  Collaboration, cost savings, convenience  Ability to focus on impact, not on IT  Paving the way for mobile
  • 44. Another Cloud is Possible ►Technology Decisions are Political Decisions  You are what you use ►Don't let your organizational tech knowledge atrophy  Don't let cloud tactics sap tech vitality ►Demand cloud tools that meet NGO needs on our terms
  • 45. Another Cloud is Possible ►Prioritize values-aligned hosting  Store your data with people in solidarity with your causes  ElectricEmbers.org, NPOGroups.org  Riseup.net  FluxxProject.org ►Practice Sector-Level Solidarity  "First they came for the communists, and I didn't speak out because I wasn't a communist..."
  • 46. Another Cloud is Possible ►These are exciting times for new paradigms  There is more than one way to get there  The journey should be the .org reward  Make your organization's path one of greatest sustainability, not least resistance :^)