Build, Buy, or Borrow: Choosing the Best Software...
Transcript of Build, Buy, or Borrow: Choosing the Best Software...
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Build, Buy, or Borrow:
Choosing the Best Software Development Path
NTEN – Nonprofit Technology Network
Kevin Howard Goldberg
President, imagistic November 13, 2012
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BUILD, BUY, OR BORROW ...
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BUILD, BUY, OR BORROW ...
What We’ll Cover
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BUILD, BUY, OR BORROW ...
What We’ll Cover
• Introduction to Technologies / Terminologies
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BUILD, BUY, OR BORROW ...
What We’ll Cover
• Introduction to Technologies / Terminologies
• Critical Factors in Making Decisions
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BUILD, BUY, OR BORROW ...
What We’ll Cover
• Introduction to Technologies / Terminologies
• Critical Factors in Making Decisions
• Process for Software Solution Comparison
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BUILD, BUY, OR BORROW ...
What We’ll Cover
• Introduction to Technologies / Terminologies
• Critical Factors in Making Decisions
• Process for Software Solution Comparison
What We Won’t Cover
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BUILD, BUY, OR BORROW ...
What We’ll Cover
• Introduction to Technologies / Terminologies
• Critical Factors in Making Decisions
• Process for Software Solution Comparison
What We Won’t Cover
• The Best Software Solution
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WHO AM I?
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WHO AM I?
Kevin Howard Goldberg
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WHO AM I?
Kevin Howard Goldberg
• President, imagistic
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WHO AM I?
Kevin Howard Goldberg
• President, imagistic
• Software development since 1987
![Page 13: Build, Buy, or Borrow: Choosing the Best Software ...khair.ws/library/wp-content/uploads/books/264.pdf · Build, Buy, or Borrow: Choosing the Best Software Development Path NTEN –](https://reader034.fdocuments.net/reader034/viewer/2022051812/602c956eeacb561a24575d47/html5/thumbnails/13.jpg)
WHO AM I?
Kevin Howard Goldberg
• President, imagistic
• Software development since 1987
• Wharton School / Entrepreneurial Management
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WHO AM I?
Kevin Howard Goldberg
• President, imagistic
• Software development since 1987
• Wharton School / Entrepreneurial Management
• Start-ups, start-up divisions
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WHO AM I?
Kevin Howard Goldberg
• President, imagistic
• Software development since 1987
• Wharton School / Entrepreneurial Management
• Start-ups, start-up divisions
• Author, Teacher, Husband and Dad
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BUILD, BUY, OR BORROW ...
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BUILD, BUY, OR BORROW ...
Build
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BUILD, BUY, OR BORROW ...
Build
• Custom software development
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BUILD, BUY, OR BORROW ...
Build
• Custom software development
Buy
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BUILD, BUY, OR BORROW ...
Build
• Custom software development
Buy
• Software as a Service (SaaS)
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BUILD, BUY, OR BORROW ...
Build
• Custom software development
Buy
• Software as a Service (SaaS)
Borrow
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BUILD, BUY, OR BORROW ...
Build
• Custom software development
Buy
• Software as a Service (SaaS)
Borrow
• Open Source Software (OSS)
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OPEN SOURCE SOFTWARE
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OPEN SOURCE SOFTWARE
What?
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OPEN SOURCE SOFTWARE
What?
• Code (and documentation) is downloadable, visible, editable
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OPEN SOURCE SOFTWARE
What?
• Code (and documentation) is downloadable, visible, editable
Why?
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OPEN SOURCE SOFTWARE
What?
• Code (and documentation) is downloadable, visible, editable
Why?
• Philosophy, notoriety, reciprocity, advancement
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OPEN SOURCE SOFTWARE
What?
• Code (and documentation) is downloadable, visible, editable
Why?
• Philosophy, notoriety, reciprocity, advancement
Is It Really Free?
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OPEN SOURCE SOFTWARE
What?
• Code (and documentation) is downloadable, visible, editable
Why?
• Philosophy, notoriety, reciprocity, advancement
Is It Really Free?
• Yes ... with conditions (licenses)
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EXAMPLES OF OPEN SOURCE SOFTWARE
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EXAMPLES OF OPEN SOURCE SOFTWARE
User Applications • Drupal, WordPress, CiviCRM, Firefox, Chromium, OpenOffice,
Moodle, Eclipse, 7-Zip, and many more
Server Software
• Linux, Apache, MySQL, PHP (LAMP stack)
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EXAMPLES OF OPEN SOURCE SOFTWARE
User Applications • Drupal, WordPress, CiviCRM, Firefox, Chromium, OpenOffice,
Moodle, Eclipse, 7-Zip, and many more
Server Software
• Linux, Apache, MySQL, PHP (LAMP stack)
Resources
• www.opensource.org, www.sourceforge.net
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PURCHASED SOFTWARE EXAMPLES
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PURCHASED SOFTWARE EXAMPLES
Off-The-Shelf (Software Publishing)
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PURCHASED SOFTWARE EXAMPLES
Off-The-Shelf (Software Publishing) • Microsoft, Apple, Adobe, IBM, Oracle, etc.
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PURCHASED SOFTWARE EXAMPLES
Off-The-Shelf (Software Publishing) • Microsoft, Apple, Adobe, IBM, Oracle, etc.
Software as a Service (SaaS)
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PURCHASED SOFTWARE
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PURCHASED SOFTWARE EXAMPLES
Off-The-Shelf (Software Publishing) • Microsoft, Apple, Adobe, IBM, Oracle, etc.
Software as a Service (SaaS)
• Google Apps, iCloud
• Salesforce, Facebook, Webex, SurveyMonkey, MailChimp
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PURCHASED SOFTWARE EXAMPLES
Off-The-Shelf (Software Publishing) • Microsoft, Apple, Adobe, IBM, Oracle, etc.
Software as a Service (SaaS)
• Google Apps, iCloud
• Salesforce, Facebook, Webex, SurveyMonkey, MailChimp
• Webmail (Earthlink), Hotmail (1996)
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PURCHASED SOFTWARE EXAMPLES
Off-The-Shelf (Software Publishing) • Microsoft, Apple, Adobe, IBM, Oracle, etc.
Software as a Service (SaaS)
• Google Apps, iCloud
• Salesforce, Facebook, Webex, SurveyMonkey, MailChimp
• Webmail (Earthlink), Hotmail (1996)
• IaaS, PaaS, STaaS, SECaaS, DaaS, etc.
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WHAT IS THE CLOUD?
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WHAT IS THE CLOUD?
History
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WHAT IS THE CLOUD?
History • Network design diagrams
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WHAT IS THE CLOUD?
History • Network design diagrams
The Cloud is the Internet
• Cloud computing is SaaS
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WHAT IS THE CLOUD?
History • Network design diagrams
The Cloud is the Internet
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WHAT IS THE CLOUD?
History • Network design diagrams
The Cloud is the Internet • Cloud computing is SaaS
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CUSTOM BUILT SOFTWARE
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CUSTOM BUILT SOFTWARE
What?
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CUSTOM BUILT SOFTWARE
What? • You design it, someone builds it
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CUSTOM BUILT SOFTWARE
What? • You design it, someone builds it
Components, Libraries, Frameworks
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CUSTOM BUILT SOFTWARE
What? • You design it, someone builds it
Components, Libraries, Frameworks • CodeIgniter, CakePHP (PHP) Spring, Struts (Java), Telerik, Infragistics (.NET)
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CUSTOM BUILT SOFTWARE
What? • You design it, someone builds it
Components, Libraries, Frameworks • CodeIgniter, CakePHP (PHP) Spring, Struts (Java), Telerik, Infragistics (.NET)
Examples
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CUSTOM BUILT SOFTWARE
What? • You design it, someone builds it
Components, Libraries, Frameworks • CodeIgniter, CakePHP (PHP) Spring, Struts (Java), Telerik, Infragistics (.NET)
Examples
• Excel macros, Word templates, PERL scripts, batch files
![Page 55: Build, Buy, or Borrow: Choosing the Best Software ...khair.ws/library/wp-content/uploads/books/264.pdf · Build, Buy, or Borrow: Choosing the Best Software Development Path NTEN –](https://reader034.fdocuments.net/reader034/viewer/2022051812/602c956eeacb561a24575d47/html5/thumbnails/55.jpg)
CUSTOM BUILT SOFTWARE
What? • You design it, someone builds it
Components, Libraries, Frameworks • CodeIgniter, CakePHP (PHP) Spring, Struts (Java), Telerik, Infragistics (.NET)
Examples
• Excel macros, Word templates, PERL scripts, batch files
• Browser-based applications
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QUESTIONS?
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QUESTIONS?
Technologies / Terminologies
OSS
SaaS
The Cloud
Custom Software
Etc.
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DECISION MAKING
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DECISION MAKING
Critical Factors
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DECISION MAKING
Critical Factors • Installation and Configuration
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DECISION MAKING
Critical Factors • Installation and Configuration
• Customization
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DECISION MAKING
Critical Factors • Installation and Configuration
• Customization
• Maintenance and Support
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DECISION MAKING
Critical Factors • Installation and Configuration
• Customization
• Maintenance and Support
• Upgrades
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DECISION MAKING
Critical Factors • Installation and Configuration
• Customization
• Maintenance and Support
• Upgrades
• Hosting and Backups
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DECISION MAKING
Critical Factors • Installation and Configuration
• Customization
• Maintenance and Support
• Upgrades
• Hosting and Backups
• Security
![Page 66: Build, Buy, or Borrow: Choosing the Best Software ...khair.ws/library/wp-content/uploads/books/264.pdf · Build, Buy, or Borrow: Choosing the Best Software Development Path NTEN –](https://reader034.fdocuments.net/reader034/viewer/2022051812/602c956eeacb561a24575d47/html5/thumbnails/66.jpg)
DECISION MAKING
Critical Factors • Installation and Configuration
• Customization
• Maintenance and Support
• Upgrades
• Hosting and Backups
• Security
• Getting What You Want
![Page 67: Build, Buy, or Borrow: Choosing the Best Software ...khair.ws/library/wp-content/uploads/books/264.pdf · Build, Buy, or Borrow: Choosing the Best Software Development Path NTEN –](https://reader034.fdocuments.net/reader034/viewer/2022051812/602c956eeacb561a24575d47/html5/thumbnails/67.jpg)
DECISION MAKING
Critical Factors • Installation and Configuration
• Customization
• Maintenance and Support
• Upgrades
• Hosting and Backups
• Security
• Getting What You Want
• Cost
![Page 68: Build, Buy, or Borrow: Choosing the Best Software ...khair.ws/library/wp-content/uploads/books/264.pdf · Build, Buy, or Borrow: Choosing the Best Software Development Path NTEN –](https://reader034.fdocuments.net/reader034/viewer/2022051812/602c956eeacb561a24575d47/html5/thumbnails/68.jpg)
INSTALLATION AND CONFIGURATION
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INSTALLATION AND CONFIGURATION
Essentials
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INSTALLATION AND CONFIGURATION
Essentials
• Out-of-the-box -> installation -> configuration
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INSTALLATION AND CONFIGURATION
Essentials
• Out-of-the-box -> installation -> configuration
Comparisons
![Page 72: Build, Buy, or Borrow: Choosing the Best Software ...khair.ws/library/wp-content/uploads/books/264.pdf · Build, Buy, or Borrow: Choosing the Best Software Development Path NTEN –](https://reader034.fdocuments.net/reader034/viewer/2022051812/602c956eeacb561a24575d47/html5/thumbnails/72.jpg)
INSTALLATION AND CONFIGURATION
Essentials
• Out-of-the-box -> installation -> configuration
Comparisons • Build – mostly n/a
![Page 73: Build, Buy, or Borrow: Choosing the Best Software ...khair.ws/library/wp-content/uploads/books/264.pdf · Build, Buy, or Borrow: Choosing the Best Software Development Path NTEN –](https://reader034.fdocuments.net/reader034/viewer/2022051812/602c956eeacb561a24575d47/html5/thumbnails/73.jpg)
INSTALLATION AND CONFIGURATION
Essentials
• Out-of-the-box -> installation -> configuration
Comparisons • Build – mostly n/a
• Buy – varies
![Page 74: Build, Buy, or Borrow: Choosing the Best Software ...khair.ws/library/wp-content/uploads/books/264.pdf · Build, Buy, or Borrow: Choosing the Best Software Development Path NTEN –](https://reader034.fdocuments.net/reader034/viewer/2022051812/602c956eeacb561a24575d47/html5/thumbnails/74.jpg)
INSTALLATION AND CONFIGURATION
Essentials
• Out-of-the-box -> installation -> configuration
Comparisons • Build – mostly n/a
• Buy – varies
• Borrow – varies
![Page 75: Build, Buy, or Borrow: Choosing the Best Software ...khair.ws/library/wp-content/uploads/books/264.pdf · Build, Buy, or Borrow: Choosing the Best Software Development Path NTEN –](https://reader034.fdocuments.net/reader034/viewer/2022051812/602c956eeacb561a24575d47/html5/thumbnails/75.jpg)
CONFIGURATION
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CONFIGURATION
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INSTALLATION AND CONFIGURATION
Essentials
• Out-of-the-box -> installation -> configuration
Comparisons • Build – mostly n/a
• Buy – varies
• Borrow – varies
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INSTALLATION AND CONFIGURATION
Essentials
• Out-of-the-box -> installation -> configuration
Comparisons • Build – mostly n/a
• Buy – varies
• Borrow – varies
Takeaways
![Page 90: Build, Buy, or Borrow: Choosing the Best Software ...khair.ws/library/wp-content/uploads/books/264.pdf · Build, Buy, or Borrow: Choosing the Best Software Development Path NTEN –](https://reader034.fdocuments.net/reader034/viewer/2022051812/602c956eeacb561a24575d47/html5/thumbnails/90.jpg)
INSTALLATION AND CONFIGURATION
Essentials
• Out-of-the-box -> installation -> configuration
Comparisons • Build – mostly n/a
• Buy – varies
• Borrow – varies
Takeaways
• Review / demo for thorough and deep understanding
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CUSTOMIZATION
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CUSTOMIZATION
Essentials
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CUSTOMIZATION
Essentials
• APIs, hooks, plug-ins, modules, data access (RSS, XML, JSON)
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CUSTOMIZATION
Essentials
• APIs, hooks, plug-ins, modules, data access (RSS, XML, JSON)
Comparisons
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CUSTOMIZATION
Essentials
• APIs, hooks, plug-ins, modules, data access (RSS, XML, JSON)
Comparisons • Build – as extensive as you’d like
![Page 96: Build, Buy, or Borrow: Choosing the Best Software ...khair.ws/library/wp-content/uploads/books/264.pdf · Build, Buy, or Borrow: Choosing the Best Software Development Path NTEN –](https://reader034.fdocuments.net/reader034/viewer/2022051812/602c956eeacb561a24575d47/html5/thumbnails/96.jpg)
CUSTOMIZATION
Essentials
• APIs, hooks, plug-ins, modules, data access (RSS, XML, JSON)
Comparisons • Build – as extensive as you’d like
• Buy – most difficult but depends on system
![Page 97: Build, Buy, or Borrow: Choosing the Best Software ...khair.ws/library/wp-content/uploads/books/264.pdf · Build, Buy, or Borrow: Choosing the Best Software Development Path NTEN –](https://reader034.fdocuments.net/reader034/viewer/2022051812/602c956eeacb561a24575d47/html5/thumbnails/97.jpg)
CUSTOMIZATION
Essentials
• APIs, hooks, plug-ins, modules, data access (RSS, XML, JSON)
Comparisons • Build – as extensive as you’d like
• Buy – most difficult but depends on system
• Borrow – good to great (beware the hacker)
![Page 98: Build, Buy, or Borrow: Choosing the Best Software ...khair.ws/library/wp-content/uploads/books/264.pdf · Build, Buy, or Borrow: Choosing the Best Software Development Path NTEN –](https://reader034.fdocuments.net/reader034/viewer/2022051812/602c956eeacb561a24575d47/html5/thumbnails/98.jpg)
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CUSTOMIZATION
Essentials
• APIs, hooks, plug-ins, modules, data access (XML, JSON)
Comparisons • Build – as extensive as you’d like
• Buy – most difficult but depends on system
• Borrow – good to great (beware the hacker)
![Page 102: Build, Buy, or Borrow: Choosing the Best Software ...khair.ws/library/wp-content/uploads/books/264.pdf · Build, Buy, or Borrow: Choosing the Best Software Development Path NTEN –](https://reader034.fdocuments.net/reader034/viewer/2022051812/602c956eeacb561a24575d47/html5/thumbnails/102.jpg)
CUSTOMIZATION
Essentials
• APIs, hooks, plug-ins, modules, data access (XML, JSON)
Comparisons • Build – as extensive as you’d like
• Buy – most difficult but depends on system
• Borrow – good to great (beware the hacker)
Takeaways
![Page 103: Build, Buy, or Borrow: Choosing the Best Software ...khair.ws/library/wp-content/uploads/books/264.pdf · Build, Buy, or Borrow: Choosing the Best Software Development Path NTEN –](https://reader034.fdocuments.net/reader034/viewer/2022051812/602c956eeacb561a24575d47/html5/thumbnails/103.jpg)
CUSTOMIZATION
Essentials
• APIs, hooks, plug-ins, modules, data access (XML, JSON)
Comparisons • Build – as extensive as you’d like
• Buy – most difficult but depends on system
• Borrow – good to great (beware the hacker)
Takeaways
• Your way vs. time and money
![Page 104: Build, Buy, or Borrow: Choosing the Best Software ...khair.ws/library/wp-content/uploads/books/264.pdf · Build, Buy, or Borrow: Choosing the Best Software Development Path NTEN –](https://reader034.fdocuments.net/reader034/viewer/2022051812/602c956eeacb561a24575d47/html5/thumbnails/104.jpg)
MAINTENANCE AND SUPPORT
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MAINTENANCE AND SUPPORT
Essentials
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MAINTENANCE AND SUPPORT
Essentials
• Questions, bugs, periodic tuning
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MAINTENANCE AND SUPPORT
Essentials
• Questions, bugs, periodic tuning
Comparisons
![Page 108: Build, Buy, or Borrow: Choosing the Best Software ...khair.ws/library/wp-content/uploads/books/264.pdf · Build, Buy, or Borrow: Choosing the Best Software Development Path NTEN –](https://reader034.fdocuments.net/reader034/viewer/2022051812/602c956eeacb561a24575d47/html5/thumbnails/108.jpg)
MAINTENANCE AND SUPPORT
Essentials
• Questions, bugs, periodic tuning
Comparisons • Build – vendor (and library owner) is critical
![Page 109: Build, Buy, or Borrow: Choosing the Best Software ...khair.ws/library/wp-content/uploads/books/264.pdf · Build, Buy, or Borrow: Choosing the Best Software Development Path NTEN –](https://reader034.fdocuments.net/reader034/viewer/2022051812/602c956eeacb561a24575d47/html5/thumbnails/109.jpg)
MAINTENANCE AND SUPPORT
Essentials
• Questions, bugs, periodic tuning
Comparisons • Build – vendor (and library owner) is critical
• Buy – company is critical, typically tiered
![Page 110: Build, Buy, or Borrow: Choosing the Best Software ...khair.ws/library/wp-content/uploads/books/264.pdf · Build, Buy, or Borrow: Choosing the Best Software Development Path NTEN –](https://reader034.fdocuments.net/reader034/viewer/2022051812/602c956eeacb561a24575d47/html5/thumbnails/110.jpg)
MAINTENANCE AND SUPPORT
Essentials
• Questions, bugs, periodic tuning
Comparisons • Build – vendor (and library owner) is critical
• Buy – company is critical, typically tiered
• Borrow – vendor (and community) is critical
![Page 111: Build, Buy, or Borrow: Choosing the Best Software ...khair.ws/library/wp-content/uploads/books/264.pdf · Build, Buy, or Borrow: Choosing the Best Software Development Path NTEN –](https://reader034.fdocuments.net/reader034/viewer/2022051812/602c956eeacb561a24575d47/html5/thumbnails/111.jpg)
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MAINTENANCE AND SUPPORT
Essentials
• Questions, bugs, periodic tuning
Comparisons • Build – vendor (and library owner) is critical
• Buy – company is critical, typically tiered
• Borrow – vendor (and community) is critical
![Page 117: Build, Buy, or Borrow: Choosing the Best Software ...khair.ws/library/wp-content/uploads/books/264.pdf · Build, Buy, or Borrow: Choosing the Best Software Development Path NTEN –](https://reader034.fdocuments.net/reader034/viewer/2022051812/602c956eeacb561a24575d47/html5/thumbnails/117.jpg)
MAINTENANCE AND SUPPORT
Essentials
• Questions, bugs, periodic tuning
Comparisons • Build – vendor (and library owner) is critical
• Buy – company is critical, typically tiered
• Borrow – vendor (and community) is critical
Takeaways
![Page 118: Build, Buy, or Borrow: Choosing the Best Software ...khair.ws/library/wp-content/uploads/books/264.pdf · Build, Buy, or Borrow: Choosing the Best Software Development Path NTEN –](https://reader034.fdocuments.net/reader034/viewer/2022051812/602c956eeacb561a24575d47/html5/thumbnails/118.jpg)
MAINTENANCE AND SUPPORT
Essentials
• Questions, bugs, periodic tuning
Comparisons • Build – vendor (and library owner) is critical
• Buy – company is critical, typically tiered
• Borrow – vendor (and community) is critical
Takeaways
• Review forums, policies, negotiate to your needs
![Page 119: Build, Buy, or Borrow: Choosing the Best Software ...khair.ws/library/wp-content/uploads/books/264.pdf · Build, Buy, or Borrow: Choosing the Best Software Development Path NTEN –](https://reader034.fdocuments.net/reader034/viewer/2022051812/602c956eeacb561a24575d47/html5/thumbnails/119.jpg)
UPGRADES
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UPGRADES
Essentials
![Page 121: Build, Buy, or Borrow: Choosing the Best Software ...khair.ws/library/wp-content/uploads/books/264.pdf · Build, Buy, or Borrow: Choosing the Best Software Development Path NTEN –](https://reader034.fdocuments.net/reader034/viewer/2022051812/602c956eeacb561a24575d47/html5/thumbnails/121.jpg)
UPGRADES
Essentials
• Bug fixes, system (and security) enhancements
![Page 122: Build, Buy, or Borrow: Choosing the Best Software ...khair.ws/library/wp-content/uploads/books/264.pdf · Build, Buy, or Borrow: Choosing the Best Software Development Path NTEN –](https://reader034.fdocuments.net/reader034/viewer/2022051812/602c956eeacb561a24575d47/html5/thumbnails/122.jpg)
UPGRADES
Essentials
• Bug fixes, system (and security) enhancements
Comparisons
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UPGRADES
Essentials
• Bug fixes, system (and security) enhancements
Comparisons • Build – specific, tuned, paid for
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UPGRADES
Essentials
• Bug fixes, system (and security) enhancements
Comparisons • Build – specific, tuned, paid for
• Buy – automatic (whether you like it or not)
![Page 125: Build, Buy, or Borrow: Choosing the Best Software ...khair.ws/library/wp-content/uploads/books/264.pdf · Build, Buy, or Borrow: Choosing the Best Software Development Path NTEN –](https://reader034.fdocuments.net/reader034/viewer/2022051812/602c956eeacb561a24575d47/html5/thumbnails/125.jpg)
UPGRADES
Essentials
• Bug fixes, system (and security) enhancements
Comparisons • Build – specific, tuned, paid for
• Buy – automatic (whether you like it or not)
• Borrow – community driven, vendor installed
![Page 126: Build, Buy, or Borrow: Choosing the Best Software ...khair.ws/library/wp-content/uploads/books/264.pdf · Build, Buy, or Borrow: Choosing the Best Software Development Path NTEN –](https://reader034.fdocuments.net/reader034/viewer/2022051812/602c956eeacb561a24575d47/html5/thumbnails/126.jpg)
![Page 127: Build, Buy, or Borrow: Choosing the Best Software ...khair.ws/library/wp-content/uploads/books/264.pdf · Build, Buy, or Borrow: Choosing the Best Software Development Path NTEN –](https://reader034.fdocuments.net/reader034/viewer/2022051812/602c956eeacb561a24575d47/html5/thumbnails/127.jpg)
![Page 128: Build, Buy, or Borrow: Choosing the Best Software ...khair.ws/library/wp-content/uploads/books/264.pdf · Build, Buy, or Borrow: Choosing the Best Software Development Path NTEN –](https://reader034.fdocuments.net/reader034/viewer/2022051812/602c956eeacb561a24575d47/html5/thumbnails/128.jpg)
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UPGRADES
Essentials
• Bug fixes, system (and security) enhancements
Comparisons • Build – specific, tuned, paid for
• Buy – automatic (whether you like it or not)
• Borrow – community driven, vendor installed
![Page 130: Build, Buy, or Borrow: Choosing the Best Software ...khair.ws/library/wp-content/uploads/books/264.pdf · Build, Buy, or Borrow: Choosing the Best Software Development Path NTEN –](https://reader034.fdocuments.net/reader034/viewer/2022051812/602c956eeacb561a24575d47/html5/thumbnails/130.jpg)
UPGRADES
Essentials
• Bug fixes, system (and security) enhancements
Comparisons • Build – specific, tuned, paid for
• Buy – automatic (whether you like it or not)
• Borrow – community driven, vendor installed
Takeaways
![Page 131: Build, Buy, or Borrow: Choosing the Best Software ...khair.ws/library/wp-content/uploads/books/264.pdf · Build, Buy, or Borrow: Choosing the Best Software Development Path NTEN –](https://reader034.fdocuments.net/reader034/viewer/2022051812/602c956eeacb561a24575d47/html5/thumbnails/131.jpg)
UPGRADES
Essentials
• Bug fixes, system (and security) enhancements
Comparisons • Build – specific, tuned, paid for
• Buy – automatic (whether you like it or not)
• Borrow – community driven, vendor installed
Takeaways
• Review track record of SaaS and OSS
![Page 132: Build, Buy, or Borrow: Choosing the Best Software ...khair.ws/library/wp-content/uploads/books/264.pdf · Build, Buy, or Borrow: Choosing the Best Software Development Path NTEN –](https://reader034.fdocuments.net/reader034/viewer/2022051812/602c956eeacb561a24575d47/html5/thumbnails/132.jpg)
HOSTING AND BACKUPS
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HOSTING AND BACKUPS
Essentials
![Page 134: Build, Buy, or Borrow: Choosing the Best Software ...khair.ws/library/wp-content/uploads/books/264.pdf · Build, Buy, or Borrow: Choosing the Best Software Development Path NTEN –](https://reader034.fdocuments.net/reader034/viewer/2022051812/602c956eeacb561a24575d47/html5/thumbnails/134.jpg)
HOSTING AND BACKUPS
Essentials
• Uptime, system performance, redundancy, costs
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HOSTING AND BACKUPS
Essentials
• Uptime, system performance, redundancy, costs
Comparisons
![Page 136: Build, Buy, or Borrow: Choosing the Best Software ...khair.ws/library/wp-content/uploads/books/264.pdf · Build, Buy, or Borrow: Choosing the Best Software Development Path NTEN –](https://reader034.fdocuments.net/reader034/viewer/2022051812/602c956eeacb561a24575d47/html5/thumbnails/136.jpg)
HOSTING AND BACKUPS
Essentials
• Uptime, system performance, redundancy, costs
Comparisons • Build – incumbent on your vendor and hosting provider
![Page 137: Build, Buy, or Borrow: Choosing the Best Software ...khair.ws/library/wp-content/uploads/books/264.pdf · Build, Buy, or Borrow: Choosing the Best Software Development Path NTEN –](https://reader034.fdocuments.net/reader034/viewer/2022051812/602c956eeacb561a24575d47/html5/thumbnails/137.jpg)
HOSTING AND BACKUPS
Essentials
• Uptime, system performance, redundancy, costs
Comparisons • Build – incumbent on your vendor and hosting provider
• Buy – critical potential risk
![Page 138: Build, Buy, or Borrow: Choosing the Best Software ...khair.ws/library/wp-content/uploads/books/264.pdf · Build, Buy, or Borrow: Choosing the Best Software Development Path NTEN –](https://reader034.fdocuments.net/reader034/viewer/2022051812/602c956eeacb561a24575d47/html5/thumbnails/138.jpg)
HOSTING AND BACKUPS
Essentials
• Uptime, system performance, redundancy, costs
Comparisons • Build – incumbent on your vendor and hosting provider
• Buy – critical potential risk
• Borrow – incumbent on your vendor and hosting provider
![Page 139: Build, Buy, or Borrow: Choosing the Best Software ...khair.ws/library/wp-content/uploads/books/264.pdf · Build, Buy, or Borrow: Choosing the Best Software Development Path NTEN –](https://reader034.fdocuments.net/reader034/viewer/2022051812/602c956eeacb561a24575d47/html5/thumbnails/139.jpg)
HOSTING AND BACKUPS
Essentials
• Uptime, system performance, redundancy, costs
Comparisons • Build – incumbent on your vendor and hosting provider
• Buy – critical potential risk
• Borrow – incumbent on your vendor and hosting provider
Takeaways
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HOSTING AND BACKUPS
Essentials
• Uptime, system performance, redundancy, costs
Comparisons • Build – incumbent on your vendor and hosting provider
• Buy – critical potential risk
• Borrow – incumbent on your vendor and hosting provider
Takeaways
• Review SLAs, policies, forums, references
![Page 141: Build, Buy, or Borrow: Choosing the Best Software ...khair.ws/library/wp-content/uploads/books/264.pdf · Build, Buy, or Borrow: Choosing the Best Software Development Path NTEN –](https://reader034.fdocuments.net/reader034/viewer/2022051812/602c956eeacb561a24575d47/html5/thumbnails/141.jpg)
SECURITY
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SECURITY
Essentials
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SECURITY
Essentials
• How safe is your data and your system
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SECURITY
Essentials
• How safe is your data and your system
Comparisons
![Page 145: Build, Buy, or Borrow: Choosing the Best Software ...khair.ws/library/wp-content/uploads/books/264.pdf · Build, Buy, or Borrow: Choosing the Best Software Development Path NTEN –](https://reader034.fdocuments.net/reader034/viewer/2022051812/602c956eeacb561a24575d47/html5/thumbnails/145.jpg)
SECURITY
Essentials
• How safe is your data and your system
Comparisons • Build – incumbent on your vendor
![Page 146: Build, Buy, or Borrow: Choosing the Best Software ...khair.ws/library/wp-content/uploads/books/264.pdf · Build, Buy, or Borrow: Choosing the Best Software Development Path NTEN –](https://reader034.fdocuments.net/reader034/viewer/2022051812/602c956eeacb561a24575d47/html5/thumbnails/146.jpg)
SECURITY
Essentials
• How safe is your data and your system
Comparisons • Build – incumbent on your vendor
• Buy – critical potential risk
![Page 147: Build, Buy, or Borrow: Choosing the Best Software ...khair.ws/library/wp-content/uploads/books/264.pdf · Build, Buy, or Borrow: Choosing the Best Software Development Path NTEN –](https://reader034.fdocuments.net/reader034/viewer/2022051812/602c956eeacb561a24575d47/html5/thumbnails/147.jpg)
SECURITY
Essentials
• How safe is your data and your system
Comparisons • Build – incumbent on your vendor
• Buy – critical potential risk
• Borrow – based on activity in the community
![Page 148: Build, Buy, or Borrow: Choosing the Best Software ...khair.ws/library/wp-content/uploads/books/264.pdf · Build, Buy, or Borrow: Choosing the Best Software Development Path NTEN –](https://reader034.fdocuments.net/reader034/viewer/2022051812/602c956eeacb561a24575d47/html5/thumbnails/148.jpg)
SECURITY
Essentials
• How safe is your data and your system
Comparisons • Build – incumbent on your vendor
• Buy – critical potential risk
• Borrow – based on activity in the community
Takeaways
![Page 149: Build, Buy, or Borrow: Choosing the Best Software ...khair.ws/library/wp-content/uploads/books/264.pdf · Build, Buy, or Borrow: Choosing the Best Software Development Path NTEN –](https://reader034.fdocuments.net/reader034/viewer/2022051812/602c956eeacb561a24575d47/html5/thumbnails/149.jpg)
SECURITY
Essentials
• How safe is your data and your system
Comparisons • Build – incumbent on your vendor
• Buy – critical potential risk
• Borrow – based on activity in the community
Takeaways
• Review SLAs, policies, forums, references
![Page 150: Build, Buy, or Borrow: Choosing the Best Software ...khair.ws/library/wp-content/uploads/books/264.pdf · Build, Buy, or Borrow: Choosing the Best Software Development Path NTEN –](https://reader034.fdocuments.net/reader034/viewer/2022051812/602c956eeacb561a24575d47/html5/thumbnails/150.jpg)
GETTING WHAT YOU WANT
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GETTING WHAT YOU WANT
Essentials
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GETTING WHAT YOU WANT
Essentials
• Building to spec or taking what you get (not so black & white)
![Page 153: Build, Buy, or Borrow: Choosing the Best Software ...khair.ws/library/wp-content/uploads/books/264.pdf · Build, Buy, or Borrow: Choosing the Best Software Development Path NTEN –](https://reader034.fdocuments.net/reader034/viewer/2022051812/602c956eeacb561a24575d47/html5/thumbnails/153.jpg)
GETTING WHAT YOU WANT
Essentials
• Building to spec or taking what you get (not so black & white)
Comparisons
![Page 154: Build, Buy, or Borrow: Choosing the Best Software ...khair.ws/library/wp-content/uploads/books/264.pdf · Build, Buy, or Borrow: Choosing the Best Software Development Path NTEN –](https://reader034.fdocuments.net/reader034/viewer/2022051812/602c956eeacb561a24575d47/html5/thumbnails/154.jpg)
GETTING WHAT YOU WANT
Essentials
• Building to spec or taking what you get (not so black & white)
Comparisons • Build – as you wish
![Page 155: Build, Buy, or Borrow: Choosing the Best Software ...khair.ws/library/wp-content/uploads/books/264.pdf · Build, Buy, or Borrow: Choosing the Best Software Development Path NTEN –](https://reader034.fdocuments.net/reader034/viewer/2022051812/602c956eeacb561a24575d47/html5/thumbnails/155.jpg)
GETTING WHAT YOU WANT
Essentials
• Building to spec or taking what you get (not so black & white)
Comparisons • Build – as you wish
• Buy – my way or the highway
![Page 156: Build, Buy, or Borrow: Choosing the Best Software ...khair.ws/library/wp-content/uploads/books/264.pdf · Build, Buy, or Borrow: Choosing the Best Software Development Path NTEN –](https://reader034.fdocuments.net/reader034/viewer/2022051812/602c956eeacb561a24575d47/html5/thumbnails/156.jpg)
GETTING WHAT YOU WANT
Essentials
• Building to spec or taking what you get (not so black & white)
Comparisons • Build – as you wish
• Buy – my way or the highway
• Borrow – let’s meet in the middle
![Page 157: Build, Buy, or Borrow: Choosing the Best Software ...khair.ws/library/wp-content/uploads/books/264.pdf · Build, Buy, or Borrow: Choosing the Best Software Development Path NTEN –](https://reader034.fdocuments.net/reader034/viewer/2022051812/602c956eeacb561a24575d47/html5/thumbnails/157.jpg)
GETTING WHAT YOU WANT
Essentials
• Building to spec or taking what you get (not so black & white)
Comparisons • Build – as you wish
• Buy – my way or the highway
• Borrow – let’s meet in the middle
Takeaways
![Page 158: Build, Buy, or Borrow: Choosing the Best Software ...khair.ws/library/wp-content/uploads/books/264.pdf · Build, Buy, or Borrow: Choosing the Best Software Development Path NTEN –](https://reader034.fdocuments.net/reader034/viewer/2022051812/602c956eeacb561a24575d47/html5/thumbnails/158.jpg)
GETTING WHAT YOU WANT
Essentials
• Building to spec or taking what you get (not so black & white)
Comparisons • Build – as you wish
• Buy – my way or the highway
• Borrow – let’s meet in the middle
Takeaways
• How flexible are you, how critical is your current workflow
![Page 159: Build, Buy, or Borrow: Choosing the Best Software ...khair.ws/library/wp-content/uploads/books/264.pdf · Build, Buy, or Borrow: Choosing the Best Software Development Path NTEN –](https://reader034.fdocuments.net/reader034/viewer/2022051812/602c956eeacb561a24575d47/html5/thumbnails/159.jpg)
COST
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COST
Essentials
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COST
Essentials
• Complexity of the system, competition, quality, etc.
![Page 162: Build, Buy, or Borrow: Choosing the Best Software ...khair.ws/library/wp-content/uploads/books/264.pdf · Build, Buy, or Borrow: Choosing the Best Software Development Path NTEN –](https://reader034.fdocuments.net/reader034/viewer/2022051812/602c956eeacb561a24575d47/html5/thumbnails/162.jpg)
COST
Essentials
• Complexity of the system, competition, quality, etc.
Comparisons
![Page 163: Build, Buy, or Borrow: Choosing the Best Software ...khair.ws/library/wp-content/uploads/books/264.pdf · Build, Buy, or Borrow: Choosing the Best Software Development Path NTEN –](https://reader034.fdocuments.net/reader034/viewer/2022051812/602c956eeacb561a24575d47/html5/thumbnails/163.jpg)
COST
Essentials
• Complexity of the system, competition, quality, etc.
Comparisons • Build – high up-front cost, lower cost of ownership
![Page 164: Build, Buy, or Borrow: Choosing the Best Software ...khair.ws/library/wp-content/uploads/books/264.pdf · Build, Buy, or Borrow: Choosing the Best Software Development Path NTEN –](https://reader034.fdocuments.net/reader034/viewer/2022051812/602c956eeacb561a24575d47/html5/thumbnails/164.jpg)
COST
Essentials
• Complexity of the system, competition, quality, etc.
Comparisons • Build – high up-front cost, lower cost of ownership
• Buy – monthly (yearly) cost, typically fixed maintenance cost
![Page 165: Build, Buy, or Borrow: Choosing the Best Software ...khair.ws/library/wp-content/uploads/books/264.pdf · Build, Buy, or Borrow: Choosing the Best Software Development Path NTEN –](https://reader034.fdocuments.net/reader034/viewer/2022051812/602c956eeacb561a24575d47/html5/thumbnails/165.jpg)
COST
Essentials
• Complexity of the system, competition, quality, etc.
Comparisons • Build – high up-front cost, lower cost of ownership
• Buy – monthly (yearly) cost, typically fixed maintenance cost
• Borrow – lowest up-front cost, lower maintenance cost
![Page 166: Build, Buy, or Borrow: Choosing the Best Software ...khair.ws/library/wp-content/uploads/books/264.pdf · Build, Buy, or Borrow: Choosing the Best Software Development Path NTEN –](https://reader034.fdocuments.net/reader034/viewer/2022051812/602c956eeacb561a24575d47/html5/thumbnails/166.jpg)
COST
Essentials
• Complexity of the system, competition, quality, etc.
Comparisons • Build – high up-front cost, lower cost of ownership
• Buy – monthly (yearly) cost, typically fixed maintenance cost
• Borrow – lowest up-front cost, lower maintenance cost
Takeaways
![Page 167: Build, Buy, or Borrow: Choosing the Best Software ...khair.ws/library/wp-content/uploads/books/264.pdf · Build, Buy, or Borrow: Choosing the Best Software Development Path NTEN –](https://reader034.fdocuments.net/reader034/viewer/2022051812/602c956eeacb561a24575d47/html5/thumbnails/167.jpg)
COST
Essentials
• Complexity of the system, competition, quality, etc.
Comparisons • Build – high up-front cost, lower cost of ownership
• Buy – monthly (yearly) cost, typically fixed maintenance cost
• Borrow – lowest up-front cost, lower maintenance cost
Takeaways
• vs. features, timing and support
![Page 168: Build, Buy, or Borrow: Choosing the Best Software ...khair.ws/library/wp-content/uploads/books/264.pdf · Build, Buy, or Borrow: Choosing the Best Software Development Path NTEN –](https://reader034.fdocuments.net/reader034/viewer/2022051812/602c956eeacb561a24575d47/html5/thumbnails/168.jpg)
QUESTIONS?
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QUESTIONS?
Configuration and Customization
Maintenance and Support
Upgrades
Hosting, Backups and Security
Getting What You Want
Cost
Etc.
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SOLUTION COMPARISON
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SOLUTION COMPARISON
Process
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SOLUTION COMPARISON
Process
• Requirements Gathering
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SOLUTION COMPARISON
Process
• Requirements Gathering
• Interviews and Demos
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SOLUTION COMPARISON
Process
• Requirements Gathering
• Interviews and Demos
• Comparisons
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SOLUTION COMPARISON
Process
• Requirements Gathering
• Interviews and Demos
• Comparisons
• Prioritization
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SOLUTION COMPARISON
Process
• Requirements Gathering
• Interviews and Demos
• Comparisons
• Prioritization
• Decision Making
![Page 177: Build, Buy, or Borrow: Choosing the Best Software ...khair.ws/library/wp-content/uploads/books/264.pdf · Build, Buy, or Borrow: Choosing the Best Software Development Path NTEN –](https://reader034.fdocuments.net/reader034/viewer/2022051812/602c956eeacb561a24575d47/html5/thumbnails/177.jpg)
SOLUTION COMPARISON
Process
• Requirements Gathering
• Interviews and Demos
• Comparisons
• Prioritization
• Decision Making
• Final Steps
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REQUIREMENTS GATHERING
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REQUIREMENTS GATHERING
Inside Out
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REQUIREMENTS GATHERING
Inside Out • Interview internal stakeholders
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REQUIREMENTS GATHERING
Inside Out • Interview internal stakeholders
• Review existing systems and workflows
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REQUIREMENTS GATHERING
Inside Out • Interview internal stakeholders
• Review existing systems and workflows
• Document needed requirements
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REQUIREMENTS GATHERING
Inside Out • Interview internal stakeholders
• Review existing systems and workflows
• Document needed requirements
• Find potential SaaS or OSS solutions
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REQUIREMENTS GATHERING
Inside Out • Interview internal stakeholders
• Review existing systems and workflows
• Document needed requirements
• Find potential SaaS or OSS solutions
Outside In
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REQUIREMENTS GATHERING
Inside Out • Interview internal stakeholders
• Review existing systems and workflows
• Document needed requirements
• Find potential SaaS or OSS solutions
Outside In • Identify potential SaaS or OSS solutions
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REQUIREMENTS GATHERING
Inside Out • Interview internal stakeholders
• Review existing systems and workflows
• Document needed requirements
• Find potential SaaS or OSS solutions
Outside In • Identify potential SaaS or OSS solutions
• Review marketing material for features lists
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REQUIREMENTS GATHERING
Inside Out • Interview internal stakeholders
• Review existing systems and workflows
• Document needed requirements
• Find potential SaaS or OSS solutions
Outside In • Identify potential SaaS or OSS solutions
• Review marketing material for features lists
• Document available requirements
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REQUIREMENTS GATHERING
Inside Out • Interview internal stakeholders
• Review existing systems and workflows
• Document needed requirements
• Find potential SaaS or OSS solutions
Outside In • Identify potential SaaS or OSS solutions
• Review marketing material for features lists
• Document available requirements
• Create requirements document
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INTERVIEWS AND DEMOS
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INTERVIEWS AND DEMOS
First Pass
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INTERVIEWS AND DEMOS
First Pass • Have them market to you
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INTERVIEWS AND DEMOS
First Pass • Have them market to you
• Focus on configuration and customization
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INTERVIEWS AND DEMOS
First Pass • Have them market to you
• Focus on configuration and customization
• Review forums, call references
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INTERVIEWS AND DEMOS
First Pass • Have them market to you
• Focus on configuration and customization
• Review forums, call references
Second Pass
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INTERVIEWS AND DEMOS
First Pass • Have them market to you
• Focus on configuration and customization
• Review forums, call references
Second Pass • Bring questions to the table
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INTERVIEWS AND DEMOS
First Pass • Have them market to you
• Focus on configuration and customization
• Review forums, call references
Second Pass • Bring questions to the table
• Dig deeper into configuration
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INTERVIEWS AND DEMOS
First Pass • Have them market to you
• Focus on configuration and customization
• Review forums, call references
Second Pass • Bring questions to the table
• Dig deeper into configuration
• Clarify financial details
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COMPARISON
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COMPARISON
Feature to Feature
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COMPARISON
Feature to Feature • Identify solutions that meet x% of needs
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COMPARISON
Feature to Feature • Identify solutions that meet x% of needs
Solution Type
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COMPARISON
Feature to Feature • Identify solutions that meet x% of needs
Solution Type • Build, Buy, or Borrow?
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COMPARISON
Feature to Feature • Identify solutions that meet x% of needs
Solution Type • Build, Buy, or Borrow?
• How close are the potential solutions to your needs?
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COMPARISON
Feature to Feature • Identify solutions that meet x% of needs
Solution Type • Build, Buy, or Borrow?
• How close are the potential solutions to your needs?
First Cut Selections
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COMPARISON
Feature to Feature • Identify solutions that meet x% of needs
Solution Type • Build, Buy, or Borrow?
• How close are the potential solutions to your needs?
First Cut Selections • Vendor List
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PRIORITIZATION
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PRIORITIZATION
Tangibles
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PRIORITIZATION
Tangibles • Spreadsheet: feature | priority (1-10) | notes
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PRIORITIZATION
Tangibles • Spreadsheet: feature | priority (1-10) | notes
• Time to market
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PRIORITIZATION
Tangibles • Spreadsheet: feature | priority (1-10) | notes
• Time to market
• Costs
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PRIORITIZATION
Tangibles • Spreadsheet: feature | priority (1-10) | notes
• Time to market
• Costs
Intangibles
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PRIORITIZATION
Tangibles • Spreadsheet: feature | priority (1-10) | notes
• Time to market
• Costs
Intangibles • Gut feeling (integrity, honesty)
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PRIORITIZATION
Tangibles • Spreadsheet: feature | priority (1-10) | notes
• Time to market
• Costs
Intangibles • Gut feeling (integrity, honesty)
• Easy to work with
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PRIORITIZATION
Tangibles • Spreadsheet: feature | priority (1-10) | notes
• Time to market
• Costs
Intangibles • Gut feeling (integrity, honesty)
• Easy to work with
• Add to spreadsheet
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![Page 217: Build, Buy, or Borrow: Choosing the Best Software ...khair.ws/library/wp-content/uploads/books/264.pdf · Build, Buy, or Borrow: Choosing the Best Software Development Path NTEN –](https://reader034.fdocuments.net/reader034/viewer/2022051812/602c956eeacb561a24575d47/html5/thumbnails/217.jpg)
DECISION MAKING
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DECISION MAKING
Second Cut
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DECISION MAKING
Second Cut • Establish top 2 or 3
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DECISION MAKING
Second Cut • Establish top 2 or 3
• Identify key pros and cons
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DECISION MAKING
Second Cut • Establish top 2 or 3
• Identify key pros and cons
• Discuss with each vendor
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DECISION MAKING
Second Cut • Establish top 2 or 3
• Identify key pros and cons
• Discuss with each vendor
• Review final proposals
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DECISION MAKING
Second Cut • Establish top 2 or 3
• Identify key pros and cons
• Discuss with each vendor
• Review final proposals
Final Decision
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DECISION MAKING
Second Cut • Establish top 2 or 3
• Identify key pros and cons
• Discuss with each vendor
• Review final proposals
Final Decision • Get buy-in from stakeholders on pros and cons
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DECISION MAKING
Second Cut • Establish top 2 or 3
• Identify key pros and cons
• Discuss with each vendor
• Review final proposals
Final Decision • Get buy-in from stakeholders on pros and cons
• Shake hands
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FINAL STEPS
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FINAL STEPS
Contracts
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FINAL STEPS
Contracts • Do it when you’re in love
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FINAL STEPS
Contracts • Do it when you’re in love
• Be detailed – annoyingly so
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FINAL STEPS
Contracts • Do it when you’re in love
• Be detailed – annoyingly so
• Discuss and document what-ifs
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FINAL STEPS
Contracts • Do it when you’re in love
• Be detailed – annoyingly so
• Discuss and document what-ifs
Communication
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FINAL STEPS
Contracts • Do it when you’re in love
• Be detailed – annoyingly so
• Discuss and document what-ifs
Communication • Expect regular (weekly / daily) updates
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FINAL STEPS
Contracts • Do it when you’re in love
• Be detailed – annoyingly so
• Discuss and document what-ifs
Communication • Expect regular (weekly / daily) updates
• Ask questions – lots of them
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QUESTIONS?
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QUESTIONS?
Requirements Gathering
Interviews and Demos
Comparisons
Prioritization
Decision Making
Final Steps
Etc.
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CONCLUSION
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CONCLUSION
Build, Buy, or Borrow ...
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CONCLUSION
Build, Buy, or Borrow ...
• Familiarity with technologies / terminologies
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CONCLUSION
Build, Buy, or Borrow ...
• Familiarity with technologies / terminologies
• Understand critical factors in making decisions
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CONCLUSION
Build, Buy, or Borrow ...
• Familiarity with technologies / terminologies
• Understand critical factors in making decisions
• Steps of a process for software solution comparison
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Build, Buy, or Borrow:
Choosing the Best Software Development Path
Kevin Howard Goldberg
President, imagistic
818-706-9100