This is a journey where you will find a suggested path to take the first steps for creating a strategy of your Digital Transformation process. International and Open standards include a lot of advises and during this talk I tried to share a simplified view to avoid the most critical issues. Article on this event: https://www.open4dev.com/journal/2020/5/21/speaking-at-openexpo-europe-virtual-experience-2020

1. Embracing Open
Source approach for
your adaptive Digital
Transformation
Piergiorgio Lucidi
OpenExpo Europe Virtual Experience 2020

2. Piergiorgio Lucidi
Member at The Apache Software Foundation
Chief Technology Evangelist & Digital Transformation
Specialist at TAI Solutions
Contributor of ECM Standards at 3D PDF Consortium
(ISO)
Author & Reviewer at Packt Publishing
Contributor at Alfresco, JBoss / Red Hat
More than 16 years of Open Source contributions

3. Agenda
Digital Transformation challenges
The Open Source ecosystem
ECM Program Strategy
Adaptive adoption

4. Digital Transformation challenges
Complexity
• Content
• Process
• Monitoring
Armonization
• Skills / Core business
• Departments / Stakeholders
Communication
• Gathering requirements
• Understimations
• Wrong technologies involved

5. The Open Source ecosystem
Vision
Users and contributors
Deliverables
Support
Communication
• Adopt
• Release
• Resolve conflicts
• Keep healthy
• Different roles
• Distributed
• Diverse cultures
• Software
• Documentation
• Roadmap
• Users adoption
• Developer adoption
• Issues
• Hotfixes
• Voting
• Continuous sharing
• Inclusive
• Evangelism

6. ECM Program Strategy
Mixed
community
effort by AIIM
and MIKE2
Suggestions
and best
practices
Build guidelines
for your project
Based on
International
Standards
Adaptive and
progressive
approach

7. International Standards
Don’t reinvent
the wheel
•Created by
experts
around the
world
Trust in
statistics
•Issues are
always the
same
•Scenarios
can be
guided with
prototypes
PoC with
Vision
•Coding
without
context hurts
•Code is easy,
people are
hard

8. Phases
Management
participation
Business
assessment
Technology
assessment
Development
Rollout
Training
Contribute
back in OSS

9. International Standards

10. Phase 1 – Management participation
Business strategy
KPIs and metrics
Organizational change strategy
Identify champions
User experience

11. Phase 2 – Business assessment
Iterative approach
Stakeholder views
Gap analysis
Project scope

12. Phase 3 – Technology assessment
Integrations Architecture Extensions
Information
Management
Content
lifecycle
Migration UX Middleware

13. Phase 4 - Development
Iterative PoC oriented approach
Identity management
Content modeling
Platforms extensions
Processes
Integrations
Unit & integration tests

14. Phase 5 - Rollout
Test suite
Maintenance
Technical training
User training
• Unit tests
• Integration tests
• Backup
• Restore
• Upgrade
• Hotfixes
• System administrators
• Backend developers
• Frontend developers
• Data Science analysts
• Content Services developers
• Process Services developers
• Managers
• Users

15. Phase 6 – Evolution
•Platforms
•Environments
Upgrade Strategy
•Extensions
•New applications
•Scale out
New features / Organizational change

16. Managing caos
Communication
Processes
Unsupported
platforms
Poor
requirements
understanding
Migration
Right role

17. Migration – Software architecture
Content Modeling Workflow instances
Functionalities Authorities
Migration

18. Migration – Storage architecture
Content Storage BPM Storage
Applications Tier Identity Storage
Migration

19. Processes – Best Practices
4-eyes principle
Escalation
Recovery loop
Significant task

20. Unsupported platforms
Environment
Adoption
KPIs
Metrics
Feedback
Improvement
Goals

21. Poor requirements understanding
• Listen!
• Share Guide Lines
• Share Stakeholder Views
Gathering
• Match requirements
• Vertical matching
• Horizontal matching
Elaborate feedback
• Champions
• White paper for any new app released
• Ask for feedback
Share the Vision

22. Communication
Code is
easy,
people
are hard
Skills
Protocol
PrioritiesTraining
Visibility

23. Assessment – The Vision
Business culture
• Current state
• Priorities on business cases
• Organizational Change
• Automation level
Technology culture
• Current internal skills
• Current systems to migrate
• The new platform
• Integrations
• Improvements
• Training
User Experience
• Roles
• Devices

24. Assessment – Seek and Collect
• File storages
• Data sources
• ECMs
• BPMs
• Portals
Current environment
• Business Units
• Stakeholders
Current issues
• Stakeholders
• Managers
• Users
Interviews for discoving improvements / critical issues

25. Assessment – Seek and Collect
Stakeholder views
• Functional requirements matrix among
departments
• Current issues
• Improvements
• Propose new and modern approach
Set priorities
• KPIs
• Cost saving
• Resolve bottlenecks
• Most critical issue
• Most used functionality
Scouting
• Skills
• Commercial Open Source
• Play with different platforms
• Strong community
• Partner network

26. Adaptive adoption – 1
Basic App / SQL
Front end
Back end
REST API

27. Adaptive adoption – 2
UX / NoSQL
Front end
Back end
REST API

28. Adaptive adoption – 3
Content Services
Front end
Back end
REST API
Plain File System

29. Adaptive adoption – 4
Identity Services
Front end
Back end
REST API
Plain File System

30. Adaptive adoption – 4
Search Services
Front end
Back end
SERVICES
Plain File System

31. Adaptive adoption – 4
Migration Services
Back end
SERVICESFront end
Legacy repository Legacy database

32. Adaptive adoption – 5
Cloud Services
Back end
SERVICESFront end
App 1 App 2 App 3

33. Adaptive adoption – 6
Big Data Services
Back end
SERVICESFront end
App 1 App 2 App 3Analytics

34. Final suggestions
Don't start
implementing
immedially
Change your
point of view
Build the
ECM
Program
Strategy
Ask for
feedback
Iterate
vertically on
business
cases
Unit and
integrations
tests
Contribute
back in OSS

35. References
• https://www.aiim.org/~/media/AIIM-Real-Files/Toolkit-PDF/How-Develop-ECM-
Strategy.pdf
ECM Program Strategy
• http://mike2.openmethodology.org/
MIKE2
• Document management - Assessing ECM/EDRM implementations - Trustworthiness
• https://www.iso.org/standard/63513.html
ISO 18829:2017
• Document management - Analysis, selection and implementation of enterprise content
management (ECM) systems
• https://www.iso.org/standard/71605.html
ISO/DTR 22957
• https://www.apache.org
The Apache Software Foundation

36. Contact
• piergiorgio@apache.org
Mail
• https://www.open4dev.com
Blog
• https://twitter.com/pjlucidi
Twitter
• https://www.taisolutions.com
TAI Solutions

37. Thank You!