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The Municipality of Trieste Apache OpenOffice Migration Davide Dozza [email protected]

The Municipality of Trieste Apache OpenOffice Migration · The office automation suite is an user production tool: daily use ... of OpenOffice.org suite adoption, OpenOffice.org Conference

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Page 1: The Municipality of Trieste Apache OpenOffice Migration · The office automation suite is an user production tool: daily use ... of OpenOffice.org suite adoption, OpenOffice.org Conference

The Municipality of Trieste Apache OpenOffice Migration

Davide [email protected]

Page 2: The Municipality of Trieste Apache OpenOffice Migration · The office automation suite is an user production tool: daily use ... of OpenOffice.org suite adoption, OpenOffice.org Conference

Agenda

Opportunities

The migration process

The activities

Numbers

Conclusions

Page 3: The Municipality of Trieste Apache OpenOffice Migration · The office automation suite is an user production tool: daily use ... of OpenOffice.org suite adoption, OpenOffice.org Conference

Opportunities

Page 4: The Municipality of Trieste Apache OpenOffice Migration · The office automation suite is an user production tool: daily use ... of OpenOffice.org suite adoption, OpenOffice.org Conference

= €€€

= 0 !!!

Always the same: budget problems?

Page 5: The Municipality of Trieste Apache OpenOffice Migration · The office automation suite is an user production tool: daily use ... of OpenOffice.org suite adoption, OpenOffice.org Conference

... now other drivers are on the table!

April 2014: end of support

Page 6: The Municipality of Trieste Apache OpenOffice Migration · The office automation suite is an user production tool: daily use ... of OpenOffice.org suite adoption, OpenOffice.org Conference

“CODICE DELL'AMMINISTRAZIONE DIGITALE Art.68”

When a PA acquires a software they have to:

compare what is available on the market and,when possible, privilege re-usable and FLOSSsolutions

ensure they'll use at least one open format (public,documented and neutral)

... now other drivers are on the table!

Page 7: The Municipality of Trieste Apache OpenOffice Migration · The office automation suite is an user production tool: daily use ... of OpenOffice.org suite adoption, OpenOffice.org Conference

The migration process

Page 8: The Municipality of Trieste Apache OpenOffice Migration · The office automation suite is an user production tool: daily use ... of OpenOffice.org suite adoption, OpenOffice.org Conference

Changing is the issue

The office automation suite is an user production tool:

daily use → every day

trusted → users rely on it

core business → documents and data production

Page 9: The Municipality of Trieste Apache OpenOffice Migration · The office automation suite is an user production tool: daily use ... of OpenOffice.org suite adoption, OpenOffice.org Conference

Changing cannot be only a technical activity!!!

Technicians aren't enough!

Page 10: The Municipality of Trieste Apache OpenOffice Migration · The office automation suite is an user production tool: daily use ... of OpenOffice.org suite adoption, OpenOffice.org Conference

Change management

TECHNOLOGY PROCESSES

PEOPLE

Page 11: The Municipality of Trieste Apache OpenOffice Migration · The office automation suite is an user production tool: daily use ... of OpenOffice.org suite adoption, OpenOffice.org Conference

Issues

Strong emotional impact

Resistance to change

Changing the way to work

Planning, developing, communicating, involving, implementing, supporting.

Page 12: The Municipality of Trieste Apache OpenOffice Migration · The office automation suite is an user production tool: daily use ... of OpenOffice.org suite adoption, OpenOffice.org Conference

PEOPLE

Page 13: The Municipality of Trieste Apache OpenOffice Migration · The office automation suite is an user production tool: daily use ... of OpenOffice.org suite adoption, OpenOffice.org Conference

People

Lowering the barriers

Communication → Understanding the reasons

Motivation → Acceptance of the effort

Involving → Participation to the project

Qualifying → Training

Supporting → Don't feeling alone

Page 14: The Municipality of Trieste Apache OpenOffice Migration · The office automation suite is an user production tool: daily use ... of OpenOffice.org suite adoption, OpenOffice.org Conference

PROCESSES

Page 15: The Municipality of Trieste Apache OpenOffice Migration · The office automation suite is an user production tool: daily use ... of OpenOffice.org suite adoption, OpenOffice.org Conference

Processes

Cope with the change.

Involving the parts → all, none excluded

Implementing the migration → plan the steps

Risk management → mitigation activities

Marketing → promote the adoption

Seize the opportunities

Training → improve the skills

Innovating → enhance the way to work

Page 16: The Municipality of Trieste Apache OpenOffice Migration · The office automation suite is an user production tool: daily use ... of OpenOffice.org suite adoption, OpenOffice.org Conference

TECHNOLOGY

Page 17: The Municipality of Trieste Apache OpenOffice Migration · The office automation suite is an user production tool: daily use ... of OpenOffice.org suite adoption, OpenOffice.org Conference

Technology

New format management

Document conversion

Document exchange and interoperability

Automation

Personal applications

Third party software

Hardware

Page 18: The Municipality of Trieste Apache OpenOffice Migration · The office automation suite is an user production tool: daily use ... of OpenOffice.org suite adoption, OpenOffice.org Conference

The AOO migration at Municipality of Trieste

Page 19: The Municipality of Trieste Apache OpenOffice Migration · The office automation suite is an user production tool: daily use ... of OpenOffice.org suite adoption, OpenOffice.org Conference

Four steps approach

ANALISYS ANALISYS PILOTPILOT ACTIVITIES PLAN

ACTIVITIES PLAN MIGRATION MIGRATION

Analysis → how are we?

Pilot → is it feasible?

Activities plan → which activities?

Migration → ODF adoption

Page 20: The Municipality of Trieste Apache OpenOffice Migration · The office automation suite is an user production tool: daily use ... of OpenOffice.org suite adoption, OpenOffice.org Conference

Analisys

Technical situation

How documents are produced

Users, organization and skills

How documents are shared and exchanged

Applications compatibility

Macros complexity

March - May 2013

Page 21: The Municipality of Trieste Apache OpenOffice Migration · The office automation suite is an user production tool: daily use ... of OpenOffice.org suite adoption, OpenOffice.org Conference

Pilot

Trial on a representative user group

Issues identification and solutions

Risk assessment

Requirements definition

Scenarios and economical evaluation

June – July 2013

Page 22: The Municipality of Trieste Apache OpenOffice Migration · The office automation suite is an user production tool: daily use ... of OpenOffice.org suite adoption, OpenOffice.org Conference

Activities plan

Approach definition

Planning

Training

Communication

AOO installation and file association

Support

August 2013

Page 23: The Municipality of Trieste Apache OpenOffice Migration · The office automation suite is an user production tool: daily use ... of OpenOffice.org suite adoption, OpenOffice.org Conference

The migration process

COMMUNICATION

PREPARATION

SUPPORT

TRANSITIONKICK-OFF

ENDMIGRATION

FINALIZATION

EVOLUTIONPLAN

Page 24: The Municipality of Trieste Apache OpenOffice Migration · The office automation suite is an user production tool: daily use ... of OpenOffice.org suite adoption, OpenOffice.org Conference

AOO Transition

100 users groups, one per week

Before training, then migrating

AOO document association

Users coaching

On-the-fly issue solving

Document conversion support

September 2013 – April 2014

Page 25: The Municipality of Trieste Apache OpenOffice Migration · The office automation suite is an user production tool: daily use ... of OpenOffice.org suite adoption, OpenOffice.org Conference

On going activities

Advanced user training

Specialized support for critical processes

MS Access lock-ins removal

MS Access application analisys for new technology porting

Page 26: The Municipality of Trieste Apache OpenOffice Migration · The office automation suite is an user production tool: daily use ... of OpenOffice.org suite adoption, OpenOffice.org Conference

Numbers

Page 27: The Municipality of Trieste Apache OpenOffice Migration · The office automation suite is an user production tool: daily use ... of OpenOffice.org suite adoption, OpenOffice.org Conference

Starting situation

Approx. 1800 users

MS Office 2000 - 2003

WinXP

No Outlook, Sharepoint, Exchange

Large use of MS Access

Page 28: The Municipality of Trieste Apache OpenOffice Migration · The office automation suite is an user production tool: daily use ... of OpenOffice.org suite adoption, OpenOffice.org Conference

Dilemma: AOO vs LibO

Why Apache Open Office

better stability

relaxed release plan

Where Libreoffice

on workstations where advanced filters are useful

Page 29: The Municipality of Trieste Apache OpenOffice Migration · The office automation suite is an user production tool: daily use ... of OpenOffice.org suite adoption, OpenOffice.org Conference

Points

Advanced training for expert users in order to preserve the productivity

Training for internal teachers to support life-long learning

ODF as default format for the entire administration

Software legacy only where necessary

Page 30: The Municipality of Trieste Apache OpenOffice Migration · The office automation suite is an user production tool: daily use ... of OpenOffice.org suite adoption, OpenOffice.org Conference

Risk mitigation

Key users identification for proximity support

Progressive MS Office removal with natural PC turn over

At the end, 5% of guarantee workstations with MS Office

Page 31: The Municipality of Trieste Apache OpenOffice Migration · The office automation suite is an user production tool: daily use ... of OpenOffice.org suite adoption, OpenOffice.org Conference

MS Access

Used also for core business applications.

Removed only where not used at all

Runtime adoption

Data and application separation for smooth applications migration

Database training and support on data manipulation and analisys

Page 32: The Municipality of Trieste Apache OpenOffice Migration · The office automation suite is an user production tool: daily use ... of OpenOffice.org suite adoption, OpenOffice.org Conference

Conclusions

Page 33: The Municipality of Trieste Apache OpenOffice Migration · The office automation suite is an user production tool: daily use ... of OpenOffice.org suite adoption, OpenOffice.org Conference

Users understood and accepted ODF as the document standard

Just few people opposed the migration claiming the MS Office superiority

Less than 10% of users require MS Office for docs and apps compatibility reason

About 20% of users require MS Access

Training allowed to introduce advanced use of AOO (i.e. pivot tables, datasources instead of spreadsheets, mail merge)

Page 34: The Municipality of Trieste Apache OpenOffice Migration · The office automation suite is an user production tool: daily use ... of OpenOffice.org suite adoption, OpenOffice.org Conference

AOO in enterprise environment

MS Office old versions helped the migration process

The lack of Sharepoint and Exchange was a great advantage

Large use of MS Access and macros is an hard issue to solve

Page 35: The Municipality of Trieste Apache OpenOffice Migration · The office automation suite is an user production tool: daily use ... of OpenOffice.org suite adoption, OpenOffice.org Conference

References

● Zappala' S., Berti M. Organizational and psychological determinants of OpenOffice.org suite adoption, OpenOffice.org Conference - Koper 2005

● Zappala' S., Massei F., Acceptance of new technology and psycho-social factors: adoption of an open source software in an Italian hospital, «RISORSA UOMO», 2008, 14, pp. 75 - 91

● Massimo Carnevali: Open Office Project at Comune di Bologna Keynote Speaker at International OpenOffice.org Conference - Orvieto 2009

Page 36: The Municipality of Trieste Apache OpenOffice Migration · The office automation suite is an user production tool: daily use ... of OpenOffice.org suite adoption, OpenOffice.org Conference

Any questions?

Page 37: The Municipality of Trieste Apache OpenOffice Migration · The office automation suite is an user production tool: daily use ... of OpenOffice.org suite adoption, OpenOffice.org Conference

Thanks!

[email protected]