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1. Open Source vs. Proprietary CMS Software Which is right for my organization? Ann Yoders, Project Manager Matt Crudello, Director of Web Solutions Stuart Holland, Web Consultant

2. Goals for Today Our goal for today’s session: Understand differences between open source and proprietary solutions Give you concrete steps you can take to evaluate these models Take it home! Show how you can apply the Big 4 in your organization

3. Agenda About TerpSys Describe ‘open Source’ and ‘proprietary’ software model evolution Discuss pros and cons of each model Identify the ‘Big 4’ Discuss other key considerations Share our process by example 4

4. Meet the Presenters TerpSys is a customer service company focused on helping mission based organizations use technology to achieve their missions.

5. Defining Terms: Open Source in 2010 History of Open Source 1900s industrial age 1960s - ARPANET 1998 - Netscape Navigator 2000s - ‘Free Open Source’ vs. ‘Commercial Open Source’ Today, the open source software movement is characterized by: Volunteer group of peer developers collaborating End product and source material available at no cost

6. Defining Terms: Proprietary Systems in 2010 Changes in proprietary market in 2000s Drive towards consumer initiated customizations (SDKs) Interoperability (APIs) Licensed platforms as fertile communities to build extensions to core code

7. Summary of Markets Open source movement has evolved Better organized, increasing participation, successful projects Proprietary systems have ‘opened up’ Greater interoperability APIs for extensions and customizations on top of platforms Widgets, App platforms, gadgets, etc. Greater opportunities for both open source and proprietary software solutions now than there were 10 years ago

8. Advantages and Disadvantages of Each Model

9. Poll: Open Source ‘Use’ Awareness How many times a day do you think you use Open Source technology? Never Rarely So often, I can’t even keep track Poll will appear for 15 seconds, then we’ll close it and share results in a moment. No obligation to answer, but it makes for a more interesting presentation!

10. Open Source all Around Us Operating Systems SmartPhones Databases Productivity Software Browsers Image Editing Member Databases Tools Content Management

11. CMS Considerations – The ‘Big 4’ Budget Understand your financial capabilities Consider long term costs and not just year 1 Philosophy Technical philosophy ‘Nature’ of development process Innovation /Motivation Factor Are you motivated to find ‘good travelling’ partners? Can you wait for fixes? Solution Complexity How much customization is required? Ongoing investment

13. Developer/Community Support

14. ‘Feature Fit’ to Prioritized Needs

15. Product Stability

16. Security

17. Initial Cost vs. Total Cost of Ownership

18. Software Ownership

19. Technology Platform Compatibility

22. Building first site

23. Staff of six

24. Limited technical knowledge

25. Purpose of Site

26. Raise DEMO’s professional appearance

27. Engage constituents by providing information and educational materials

28. Encourage activism in the communityD.E.M.O.

29. D.E.M.O. – The ‘Big 4’

31. Vendor (Proprietary)

32. Code (Open Source)

33. Feature Compatibility

34. Out of the box functionality

35. Extensions/Modules

36. Gap Identification

37. Cost Evaluation

38. Licensing

39. Hosting

42. Determine your budget

43. Weigh your philosophy

44. Evaluate your willingness to innovate

45. Analyze your envisioned solution’s complexity

46. Examine other considerations

49. Application Development

50. Visual Design

51. User-Centered Design