Kwan and West propose the following model for open source adoption:

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• Strategic
• Factory
• Support
• Turnaround

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The Scottish Sector Oversight Board has recently published a new Further and Higher Education ICT Strategy in response to the McClelland Review of ICT Infrastructure in the Public Sector in Scotland. This post summarises the main points of the SFC ICT strategy and briefly reflects on the the focus of the strategy and the potential role of open source and open standards to enable the delivery of its objectives.

The primary aim of the strategy, which has been developed by the Further and Higher Education ICT Oversight Board, is to:

“…position Scotland, not only as one of the best educators in the world, but one of the most modern and efficient practitioners of education supported and enhanced by technology. It will achieve this through minimizing and eliminating wasteful and duplicated spend, while striving for sustained and efficient investment in education infrastructure and systems to support learning and research.”

In order to achieve these aims, the strategy identifies four strategic theme areas and five strategic objectives as follows:

Strategic Theme Areas

• Infrastructure: networks, data centres, shared physical facilities.
• Governance and management: oversight boards, implementation groups, project management, procurement and partnership and relationship building, staff development, service level agreements, communication strategies.
• Shared services, applications and service models.
• New technologies and innovation: the future landscape for infrastructure, applications and services.

Strategic Objectives

1. Benchmark and baseline sectoral performance.
   Using international comparisons where relevant, and drawing on expert input from Jisc and UCISA. Identify KPIs, leading practice and “best of breed” approaches.
2. Agree an evidence-based set of sectoral targets.
   Review and revise the roadmap set out by HEIDS Shared IT Services Study report. Shared datacentre provision has already been identified as a particular priority.
3. Review the ‘data landscape’, in the sector, with a view to rationalisation / better management of student and course data.
   Work with merging colleges to implement consolidated MIS systems, with a longer-term aim of scoping a more efficient national student data system and moving to a single data collection system for generating reports for SFC.
4. Develop the sector’s capability to develop and adopt shared services, including developing and capitalising on staff expertise.
   Form a new shared services cost-sharing body, owned by Scotland’s colleges and universities, within an existing organisation, with which institutions can contract for shared services. Continue to work with representative bodies of IT professionals in the HE and FE sectors.
5. Improve value for money from procurement and operation of network infrastructure.
   Contribute to the JANET6 backbone procurement and participate in the Scottish Wide Area Network (SWAN) project to achieve better value for money through wider sharing of regional network infrastructure.

Once the sectoral baseline has been established, service improvement will be measured from the following perspectives: financial, customers, business processes, learning and growth. An “engagement framework” will be developed to ensure all stakeholders feel ownership of the process of change.

The strategy also proposes the development of a national website that will act as a single point of entry for the delivery of Scottish public services including, where appropriate, further and higher education services with links to relevant national bodies including UCAS, SQA and institutional websites.

Annex A of the strategy identifies key organisations and their roles, including Jisc:

Jisc will continue to deliver large parts of the McClelland agenda, including collaborative procurement, national services like authentication & security and the promotion of common standards.
….
Jisc helps foster best practice and efficiency in the use of innovative technology. Its carefully targeted research projects and reports make existing systems work better and help Scottish and UK institutions plan for the future. Jisc adds further value by encouraging and enabling a culture of sharing.

Reflection and Comments

It’s encouraging to note that one of the key principals of the McClelland Review, which is highlighted by the strategy, is “the adoption of agreed technical standards, protocols and security arrangements where these clearly add value.” And it’s even more encouraging to see SFC acknowledging that Jisc will be a key organisation with a role in delivering the McClelland agenda. However despite the fact that the strategy is clearly focused on cross sector collaborative development, facilitating greater integration of shared services and encouraging the adoption of institutional strategies to avoid technology lock in, the importance of open standards to enable the delivery of these objectives is not made explicit. Furthermore there is no reference to the key role that open source solutions can play in delivering efficiency gains and furthering sustainable collaborative development across the public sector.

The strategy also states that it aims to:

“…improve the quality of services and enhance the learner experience; but there is also an explicit focus on efficiency gains from more co-ordinated procurement and deployment of ICT resources.”

While more strategic and coordinated procurement and deployment of ICT does indeed have the potential to deliver real gains across the sector, I would suggest that the strategy is focused more on the procurement and deployment of ICT than on enhancing the learner experience. I can’t help feeling that the sector would benefit from a companion strategy outlining how the achievement of SFC’s shared vision of ICT provision will deliver tangible benefits to teachers and learners across the Scottish higher and further education sector. It is by bringing these two aspects of the strategy together and giving them equal priority that SFC can deliver their vision of positioning Scotland as:

“…not only one of the best educators in the world, but one of the most modern and efficient practitioners of education supported and enhanced by technology.”

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I have previously been quite positive about both the information principles and the open standards consultation (blog posts here and here respectively). We provided a response to the consultation and were pleased to see the Nov 1st announcement that government bodies must comply with a set of open standards principles.

The speaker from the Cabinet Office was Tariq Rashid (IT Reform group) and we were treated to a quite candid assessment of the challanges faced by government IT, with particular reference to OSS. His assessment of the issues and how to deal with them was cogent and believable, if also a little scary.

Here are a few of the things that caught my attention.

Outsource the Brawn not the Brain

Over a period of many years the supply of well-informed and deeply technical capability in government has been depleted such that too many decisions are made without there being an appropriate “intelligent customer“. To quote Tariq: “we shouldn’t be spending money unless we know what the alternatives are.” The particular point being made was about OSS alternatives – and they have produced an Open Source Procurement Toolkit to challenge myths and to guide people to alternatives – but the same line of argument extends to there being a poor understanding of the sources of technical lock-in (as opposed to commercial lock-in) and how chains of dependency could introduce inertia through decisions that are innocuous from a naive analysis.

By my analysis, the Cabinet Office IT reform team are the exception that proves the general point. It is also a point that universities and colleges should be wary of as their senior management tries to cut out “expensive people we don’t really need”.

The Current Procurement Approach is Pathological

There is something slightly ironic that it takes a Tory government to seriously attack an approach which sees the greatest fraction of the incredible £21 billion p.a. central government spend on IT go to a handful of big IT houses (yes, countable on 2 hands).

In short: the procurement approach, which typically involves a large amount of bundling-up, reduces competition and inhibits SMEs and providers of innovative solutions as well as blocking more agile approaches.

At the intersection between procurement approach and brain-outsourcing is the critical issue that the IT that is usually acquired lacks a long term view of architecture; this becomes reduced to the scope of tendered work and build around the benefits of the supplier.

Emphasis on Procurement

Most of the presentations placed most emphasis on the benefits of OSS in terms of procurement and cost and this was a central theme of Tariq’s talk also. Having spent long enough consorting with OSS-heads I found this to be rather narrow. What, for example, about the opportunities for public sector bodies to engage in acts of co-creation, either to lead or significantly contribute to OSS projects. There are many examples of commercial entities making significant investments in developer salaries while taking a hands-off approach to governance of the open source product (e.g. IBM and the eclipse platform).

For now, it seems, this kind of engagement is one step ahead of what is feasible in central government; there is a need for thinking to move on, to mature, from where it is now. I also suspect that there is plenty of low-hanging fruit – easy cases to make for cost savings in the near term – whereas co-creation is a longer term strategy. Tariq added that it might be only 2-3 years before government was ready to begin making direct contributions to LibreOffice, which is already being trialled in some departments.

Another of the speakers, representing sambruk (one of the partners in OSEPA, the project that organised the conference) seems to be heading towards more of a consortium model that could lead to something akin to the Sakai or Kuali model for Swedish municipality administration.

Conclusion

For all the Cabinet Office has a fairly small budget, its gatekeeper role – it must approve all spending proposals over £5 million and has some good examples of having prompted significant savings (e.g. £12 -> £2 million on a UK Borders procurement) – makes it a force to be reckoned with. Coupled with an attitude (as I perceive it) of wanting to understand the options and best current thinking on topics such as open source and open standards, this makes for a potent force in changing government IT.

The challenge for universities and colleges is to effect the same kind of transformation without an equivalent to the Cabinet Office and in the face of sector fragmentation (and, at best, some fairly loose alliances of sovereign city states).

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