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Introduction to nonprofit planning for cloud computing.
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Cloudy, Not Gloomy Technology Planning Today Mass Nonprofit Network Conference October 25, 2012 Steve Backman, Database Designs This work is licensed under the Creative Commons Attribution-Noncommercial-Share Alike 3.0 United States License. To view a copy of this license, visit http://creativecommons.org/licenses/by-nc-sa/3.0/us/ or send a letter to Creative Commons, 171 Second Street, Suite 300, San Francisco, California, 94105, USA. Workshop: Cloudy, Not Gloomy October 25, 2012 1
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Page 1: Dbdes mnn cloud_oct2012

Workshop: Cloudy, Not Gloomy 1

Cloudy, Not Gloomy Technology Planning Today

Mass Nonprofit Network Conference October 25, 2012

Steve Backman, Database Designs

This work is licensed under the Creative Commons Attribution-Noncommercial-Share Alike 3.0 United States License. To view a copy of this license, visit http://creativecommons.org/licenses/by-nc-sa/3.0/us/ or send a letter to Creative Commons, 171 Second Street, Suite 300, San Francisco, California, 94105, USA.

October 25, 2012

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Workshop: Cloudy, Not Gloomy 2

Part 1: Confused About the Cloud?

“One in five Americans (22 percent) admit that they’ve pretended to know what the cloud is or how it works… [Of these, ] 17 percent have pretended to know what the cloud was during a first date. ”

Citrix.com survey, 8/12 http://bit.ly/SbQ6aR

October 25, 2012

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About SteveTechnology StrategistCertified Salesforce…Still Loves AccessPrincipal at Database DesignsDoes tai chi

[email protected]@stevebackmanwww.dbdes.com

October 25, 2012

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Agenda

• Cloud Geography: Getting Oriented• Case Study 1: Adopting Salesforce• Case Study 2: Different Kind of Cloud• Tips and Techniques to Get Started• Q&A: Share Experience and Concerns

October 25, 2012

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Workshop: Cloudy, Not Gloomy 5

Changes to Seek and Expect

• Cloud when and where you can• Budget for more smaller changes quickly,

fewer yearlong big projects• Share files, be social and collaborate freely; • Deliver analytical tools, not reports; • Openness is a spectrum, not a yes or no.

October 25, 2012

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Lots of Confusion About the Cloud

October 25, 2012

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Who’s in the room?

Do you use the cloud at home?Does your org use it? Are you on the techie side?

Your thoughts and

expectations

October 25, 2012

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Cloud: Services, software and data you use through the Internet

• Not installed on your computer or network• Rent, don’t own, IT resources • Use from anywhere on the web• Pay for only what you use• Scale up, scale down in minutes• Multi-tenant–shared with many other users• Server transient--don’t know which you use

October 25, 2012

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Your data in the cloud

October 25, 2012

Shipping containers

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TechSoup Global Survey

October 25, 2012

64% Small Orgs (less than 10 staff)25% Medium11% large (45+)

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What Apps are NGOs using or are most familiar with?

• Email, social networking/Web 2.0, and file storage/sharing are most commonly used app types

• Facebook, Gmail, Skype, and Twitter are most familiar apps

Use cloud computing solutions

Say lack of knowledge is the greatest barrier to adoption

Say the greatest advantage is easier software/ hardware administration

Say the greatest motivators are reducing costs and ease of setup

Report plans to move a significant portion of their IT to the cloud within 3 years

90%

79%

60%

53%

47%

Of the 10,500 NGO respondents to the cloud computing survey worldwide:

11

Key Findings

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Which of the following cloud applications are you familiar with? (N=7,397)

12

Respondents were familiar with cloud apps…

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However, actual usage lags behind familiarity

Which of the following cloud applications are you currently using? (N=7,397

13

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Why do NGOs use or consider using cloud-based solutions?

Question 11: What are the barriers that prevent your organization from using cloud computing or using cloud computing more? (N=9,051)

Administration• Easier software access• Easier disaster recovery• Reduced system admin.• Rapid deployment

Cost• Low capital investment• Fewer IT staff needed• Transforms capital expenses to operating expenses.• Rapid deployment

Partnership• Improved collaboration• Easier to partner with other orgs.

Data• Improved data security• Better data organization• Data under my control

14

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Evolution in Computing Resources

• As little as 5yrs ago, physical servers the norm• Now: need more computational power, storage• Web & mobile apps need different resources• Downward economic pressure on IT centers• Energy, related environmental impact• Data centers require specialized skills• Escalating Security and Other Updates

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Lack of knowledge is the greatest barrier to cloud adoption

30% of respondents said they didn’t know enough to know what the barriers are

Question 12: What are the barriers that prevent your organization from using cloud computing or using cloud computing more? (N=9,051)

16

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Time Frame for Cloud

• 53% plan to move a “significant portion” of their IT to the cloud within 3 years

• However, 36% have no plans to move to the cloud

• India, Africa/Middle East, and Mexico report most accelerated timeframes

October 25, 2012

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Priority Applications

October 25, 2012

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Virtualization vs. the CloudVM Cloud

Own specific server(s) and storage No concept of ownership, only rental

Persistent – state persists across reboots Must use persistent storage & recreate state

Single tier application architecture N-tier application architecture

Tune for well defined load Scale for unknown, variable load

Users see computer like they do today Components manipulated w/Control Panel

Some protection against hardware failure Full protection against hardware failure

Same server all the time Automatically switch to among servers

Hours or days to provision Minutes to provision

Still need backups Still need backups

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Cloud Flavors

October 25, 2012

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Cloud Formations

October 25, 2012

Platform as a Service (Paas)Complete Development Environment

Software as a Service (Saas)Use a complete existing application

Infrastructure as a Service (IaaS) Assemble your own infrastructure (Saas) Lite

Use a utility function

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Our Own StoryService 6 Years Ago… Today

Email Hosted own Google Apps

File sharing File servers Dropbox, google, basecamp

Project Collaboration Email Basecamp, Google

Screen share RDP, installed tools Join.me, RDP, Skype

Web hosting Self-managed servers Managed VPS

Issue tracking Spreadsheets VPS hosted

Source code management Local machine backup Hosted services

Time tracking Custom Access db Harvest

Typical project Access db, backed by IT Web or Cloud app

Accounting Internal db Quickbooks, Paychex

Design Tools Balsamiq, Gliffy, ScreenSteps…

October 25, 2012

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Case Study #1Moving to Salesforce

5 years ago:• Access – unstable, locking staff out• Static web site• Offices disconnected from each other

Explored collaborative Drupal web site: hard to innovate, prototype quickly

October 25, 2012

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Turning Point: Adopt Salesforce

Wariness about cloud – staff, funderServer crash during meeting highlights• Limited IT resources• Power, back-up issues• Server cost to upgrade• Complexity for inter-office collaboration• Slow pace of innovation

October 25, 2012

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Move to Cloud in Phases

October 25, 2012

Client Services Email Fund-

raisingRedo

Website

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Organizational Gains

• Reduced and predictable costs• Reduced system admin• Flexibility, adaptability• Match donors to clients• Platform to Integrate email, services

October 25, 2012

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The SaaS Attraction

Sitting Comfortably Between 3 Approaches

Off-the Shelf Commercial

Customizable Framework

Build From Scratch

October 25, 2012

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Creating a data hub

Case Management

Flexible Intake

Program Areas

Document Management

Analytics & Dashboards

October 25, 2012

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29

Universal Activities

Workshop: Cloudy, Not Gloomy

Institutions Contacts

Documents Activities EventsNotes Email

Cases/Programs

October 25, 2012

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Case Study #2Evolution of a custom app

Attribute 5 Years Ago TodayApp architecture MS Access 1-tier MS .Net 2.0

Windows Server On-premise Cloud VPS

Handle more users Poor Good

Support multiple locations

Failed Excellent

Off-site use Costly Web based

Remote Support Challenging Best

Backups Local IT company ISP subscription

Licensing Techsoup, a la carte Included

Desktop Access “front end” Browser (Any)

October 25, 2012

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Today: Partly Cloudy

• Semi-private cloud--national ISP VPS• Browser-based, window or mac, all browsers• MS licenses competitive with NP discount• Provides security and admin• Data backed up• Scale Up/ down bandwidth, CPU

October 25, 2012

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Next Stop

Attribute 5 Years Ago Today Future

App architecture MS Access 1-tier MS .Net 2.0 N-tier MS .Net 2.0

Windows Server On-premise Cloud VPS Azure

Handle more users Poor Good Best

Support multiple locations

Failed Excellent Excellent

Off-site use Costly Web based Web based

Remote Support Challenging Best Good

Backups Local IT company ISP subscription service

Redgate Cloud Services

Licensing Techsoup, a la carte Included Included

October 25, 2012

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From the Web to the Cloud

Workshop: Cloudy, Not Gloomy 33

Image: http://www.flickr.com/photos/librarianbyday/

October 25, 2012

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Living in the Cloud(Cloud Hygiene)

Multi-tenant: Your data is stored beside someone else’s. Cloud provider offers protection and isolation.

Scaling very different from VPS/hosted.Need to provision temporary storage and

persistent storage.Adopt a stateless architecture model.

October 25, 2012

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From custom site to Cloud Service

* Thinking about existing software applicationOctober 25, 2012

Task Difficulty

Change db connection string easy

Change file storage to cloud storage Easy – medium

Change from stateful to stateless connections

Medium – hard

Configure hosting environment Medium – hard

Evaluate licenses for 3rd party tools Easy - medium

Programmers adapt to cloud rules Easy - medium

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Thinking About Costs

Item Cloud VPS ($/mon) Azure ($/mon)

“Wild card” SSL cert Same Same

Cloud VPS (1 core, 3Gb RAM, 100Gb SAN)

$141.00

2 SQL db instances (1Gb) $19.98

Geo redundant storage (25Gb) $2.23

Bandwidth Outbound (60Gb) $6.60

2 Extra small web/worker role instances

$28.80

Backups $30.00 $13.00

Total $171.00 $70.61

October 25, 2012

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Microsoft Azure

Best of cloud vendors for running WindowsEasy integration with Microsoft productsEqually opportunity – supports:

.NetNode.JSJavaPhpOthers may be added

October 25, 2012

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Ready to move to MS Azure?

Advantages to client

no fixed costcheaper than RackSpacescale up, scale down.reliabilitysecurity: separate db from web site

October 25, 2012

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Benefits

Microsoft responsible for significant network security

Forced to use 2 tier model for SQLServer which increases security

VisualStudio plug-in and Azure emulator (local debug)

Free micro instance for development

October 25, 2012

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Workshop: Cloudy, Not Gloomy 40

The Azure proposition

Someday…Will reduce consultant admin costs New standardsIntegration tools

why not now?Fear of loss of controlVariable cost based on useResolve incompatibilities with current codeNo phone support

October 25, 2012

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Part 4: Tips for Getting Started

October 25, 2012

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Develop a Planning Tool

October 25, 2012

Function PurposeWho Owns Who Uses

Annual cost Growth Flexibility

Present Structure

New Structure Now Soon Low Priority

Email Staff Use IT all 10% Low Internal CloudFiles Staff Use IT all 10% Low Internal Hybrid

WebPublic presence

Commun-ications public 20% Medium VPS VPS

Intranet Community Programs partners 30% High -- CLoudCRMonline toolsAccountingClient Services E-news

Inventory Evaluate Suitable for Cloud

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Workshop: Cloudy, Not Gloomy 43

BudgetingInternal Infrastructure

Capital Outlay

Implementation Cost

Software Upgrades

Security Management

Training

Desktop management

Mobile , social media

Cloud ServiceSubscription &/or Usage Costs

Implementation Cost

Training

Enhancements

Browser updates

Mobile, Social Media

October 25, 2012

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Cloud Caveats

• Vendor lock-in: exit means redoing your app• Operations rely on your Internet connection• Your cloud instance can go down• Additional skills needed to operate• Regulated sectors (eg healthcare) need to

verify auditing requirements• Still needs IT sys admin and governance

October 25, 2012

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Evaluating Risk

October 25, 2012

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Survey Question

Which is more likely to go down for a day? Your desktop Your Network Amazon The Internet

October 25, 2012

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Data Security

• Don’t assume cloud is less secure • Don’t assume your data is more secure• You may need to encrypt it in addition to

moving it to the cloud.• For greatest protection, encrypt separately

and store the key (password) outside the vendor’s cloud.

October 25, 2012

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Openness is a Spectrum

October 25, 2012

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Drop Box and Salesforce

October 25, 2012

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Salesforce and Smartsheet

October 25, 2012

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Workshop: Cloudy, Not Gloomy 51October 25, 2012

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Zapier

October 25, 2012

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New management challenges

Single Sign On Centralize Password Management Control mobile devices

October 25, 2012

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Password Management

October 25, 2012

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Password Tool

October 25, 2012

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User Accessible Report Tools Folders and Sharing Easy Report Design Summaries & Dashboards Export to Excel Assessments & Outcomes

October 25, 2012

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Discussion

October 25, 2012


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