
EGI Sustainability Solutions and Services Overview
Explore the sustainability initiatives of EGI, ensuring continuity of services and organizations for the future. Learn about strategic planning, perspectives, tools, financial sustainability, and governance evolution. Discover EGI solutions and services portfolio for researchers, teams, federated operations, data analysis, research communities, and cloud resource centers. Dive into EGI's service portfolio offering consulting, support, marketing, software coordination, operations management, and more.
Download Presentation

Please find below an Image/Link to download the presentation.
The content on the website is provided AS IS for your information and personal use only. It may not be sold, licensed, or shared on other websites without obtaining consent from the author. If you encounter any issues during the download, it is possible that the publisher has removed the file from their server.
You are allowed to download the files provided on this website for personal or commercial use, subject to the condition that they are used lawfully. All files are the property of their respective owners.
The content on the website is provided AS IS for your information and personal use only. It may not be sold, licensed, or shared on other websites without obtaining consent from the author.
E N D
Presentation Transcript
EGI-InSPIRE EGI Sustainability Yannick Legr EGI-InSPIRE PY4 Review 2nd July 2014 1 02/07/14 www.egi.eu www.egi.eu EGI-InSPIRE RI-261323 EGI-InSPIRE RI-261323
Outline Sustainability (what is this?) The current EGI Solutions & Services (what need to be sustained? why?) Strategic Planning Process (how have we ended there?) Sustainability Perspectives (what can we do?) Strategic tools/actions (what do we plan to do?) Financial sustainability Evolving the Governance Conclusion 2 02/07/14 www.egi.eu EGI-InSPIRE RI-261323
Sustainability (what is this?) Sustainability is ensuring confidence that a certain service/organisation will persist in the future with no concern that it will disappear; technological transitions should not be disruptive; the quality of management of infrastructures is very important K. Glinos, European Commission, 10th e-Concertation Meeting, 04/2013 3 02/07/14 www.egi.eu EGI-InSPIRE RI-261323
Outline Sustainability (what is this?) The current EGI Solutions & Services (what need to be sustained? why?) Strategic Planning Process (how have we ended there?) Sustainability Perspectives (what can we do?) Strategic tools/actions (what do we plan to do?) Financial sustainability Evolving the Governance Conclusion 4 02/07/14 www.egi.eu EGI-InSPIRE RI-261323
EGI Solutions Portfolio Individual Researchers & Teams High- Federated Operations Throughput Data Analysis Research Communities & Institutions Community Driven Innovations and Support Federated Cloud Resource Centres & Institutions http://www.egi.eu/solutions 5 02/07/14 www.egi.eu EGI-InSPIRE RI-261323
EGI Service Portfolio Services coordinated by EGI.eu and delivered in collaboration with NGIs/EIROs Consulting and Support Marketing and Outreach Software and Services Coordination Project and Programme Management Operations Coordination Technology Coordination Security Coordination Specialised Consultancy Strategy and Policy Decision Support Policy Development Technical Consultancy and Support Helpdesk Support Marketing Outreach Federated Operations Repository of Validated Software Applications Database Training Marketplace 6 02/07/14 www.egi.eu EGI-InSPIRE RI-261323
EGI Members Service Portfolio Example of services* coordinated and delivered by EGI Participants (NGIs/EIROs/Resource Centres) HTC Platform Cloud Platform Cloud Compute Cloud Storage Cloud Marketplace VM Image distribution Grid Compute Grid Storage File Transfer File Metadata Catalogue * list not exhaustive 7 02/07/14 www.egi.eu EGI-InSPIRE RI-261323
Why sustain EGI.eu services & solutions Enabling transnational services Cost saving Support the production of excellent science Favour mobility and collaboration 8 22/05/14 www.egi.eu EGI-InSPIRE RI-261323
Outline Sustainability (what is this?) The current EGI Solutions & Services (what need to be sustained? why?) Strategic Planning Process (how have we ended there?) Sustainability Perspectives (what can we do?) Strategic tools/actions (what do we plan to do?) Financial sustainability Evolving the Governance Conclusion 9 02/07/14 www.egi.eu EGI-InSPIRE RI-261323
Strategic Planning Process Vision & Mission Core Values EGI s purpose & value External Analysis PEST Analysis Industry/sector Analysis Definition of Opportunities & Threats Internal Analysis Resources Governance Definition of Strengths & Weaknesses SWOT Analysis For EGI For EGI.eu Strategy Formulation Growth Strategies Engagement Sustainability Actions Review/ Update 10 02/07/14 www.egi.eu EGI-InSPIRE RI-261323
Outline Sustainability (what is this?) The current EGI Solutions & Services (what need to be sustained? why?) Strategic Planning Process (how have we ended there?) Sustainability Perspectives (what can we do?) Strategic tools/actions (what do we plan to do?) Financial sustainability Evolving the Governance Conclusion 11 02/07/14 www.egi.eu EGI-InSPIRE RI-261323
Sustainability Perspectives Organisational Training, retention of qualified professionals and knowledge Financial Cover costs Optimise costs Long-term financial support Technical Ensure a reliable pipeline of technology and innovation driven by user needs Collaboration with private sector for knowledge transfer Investigating service provisioning vs. technology provisioning Legal Alignment with procurement, privacy, intellectual property and competition laws Legal statute change 12 02/07/14 www.egi.eu EGI-InSPIRE RI-261323
Outline Sustainability (what is this?) The current EGI Solutions & Services (what need to be sustained? why?) Strategic Planning Process (how have we ended there?) Sustainability Perspectives (what can we do?) Strategic tools/actions (what do we plan to do?) Financial sustainability Evolving the Governance Conclusion 13 02/07/14 www.egi.eu EGI-InSPIRE RI-261323
Actions foreseen Reaching communities: the Engagement Activity Addressing the long tail of Science New Revenue Streams New Service & Solution Development Communicating to the Policy Makers Financial Sustainability of Services Coordinated by EGI.eu Evolving the EGI Governance 14 02/07/14 www.egi.eu EGI-InSPIRE RI-261323
Cost of Services coordinated by EGI.eu within EGI-InSPIRE Project Federated Operations 24% Coordination 35% Software services & Platform 6% Total cost is 4M including the co-funding from NGIs on core activities Marketing & Outreach 13% Consulting & Support 22% EC funding: 50% Membership fees: 25% NGIs In-kind contr.: 25% 15 02/07/14 www.egi.eu EGI-InSPIRE RI-261323
Core activities Performed by manpower located at NGIs through a bidding mechanism. 2-year contracts signed with attached binding OLAs Sum up to >1.5M and support the following services: federated operations, repository of validated software, helpdesk support and security coordination. Supported from May Dec. 2014: 60% in-kind contribution from NGIs 40% contribution from EGI.eu 16 22/05/14 www.egi.eu EGI-InSPIRE RI-261323
EGI.eu staff Provides the following services: project and program management, operations coordination, technology coordination, strategy and policy decision support, policy development, technical consultancy and support, marketing & outreach. 19 FTE in 2013 for about 1.8M decrease in 2014 by ~1,5 FTEs. 2 FTEs are contributed by INFN as in-kind to support operations coordination and user support. 17 22/05/14 www.egi.eu EGI-InSPIRE RI-261323
Other costs About 0.6M to cover Facilities, Project & office travel, Administrative costs About 0.1M to cover AppDB Training Market Place 18 22/05/14 www.egi.eu EGI-InSPIRE RI-261323
Plan for 2015-2016 NGI International Tasks EGI-InSPIRE funded NGIs to support federated operations at national level; NGIs managed to mature these services and embed them in their current national activities; Therefore no further support will be expected from the EC for the next 2 years CRM: this service will be dismissed Services coordinated by EGI.eu: Staff at NGIs: 50% will be supported by EGI.eu, 50% will be provided as in-kind contribution from NGIs Staff at EGI.eu: Membership fees: the goal is to maintain the current fee level, and possibly to increase it Project under call E-INFRA1, sub-topic 6: the current idea is to attract around 1.5M /year for EGI.eu and the rest to be split among NGIs and user communities Seeking a few additional projects to support some activities such as dissemination, user engagement and policy coordination (INFRASUPP-7) 19 22/05/14 www.egi.eu EGI-InSPIRE RI-261323
Plan beyond 2016 During 2014-2015, EGI aims to solve the short-term funding cycle problem: by finding different mechanisms that could guarantee the collaboration to ensure delivering of European added value services to the research communities. The EC and EGI.eu members should support the added value services coordinated by EGI.eu. A long-term financial commitment should be achieved: From the EC, via exploring the option of a Framework Program Agreement (FPA); From the EGI.eu members, through a multi-annual financial commitment coupled with the yearly membership fees. Shall I mention there the potential change into an ERIC or the potential merge with TERENA/DANTE??? 20 22/05/14 www.egi.eu EGI-InSPIRE RI-261323
Outline Sustainability (what is this?) The current EGI Solutions & Services (what need to be sustained? why?) Strategic Planning Process (how have we ended there?) Sustainability Perspectives (what can we do?) Strategic tools/actions (what do we plan to do?) Financial sustainability Evolving the Governance Conclusion 21 02/07/14 www.egi.eu EGI-InSPIRE RI-261323
ToR for a new Governance Model To develop proposals for: a revised membership model which allows a more flexible partnership and addresses the need of a more flexible user representatives participation; a modified governance model based on a new contribution and voting scheme 02/07/14 www.egi.eu EGI-InSPIRE RI-261323
Drivers Inclusivity Involve user communities, research communities, etc. Recognise the diversity of e-infrastructure providers within the EU and within member states Allow expansion beyond Europe Show value to participants, researchers, etc. 23 02/07/14 www.egi.eu EGI-InSPIRE RI-261323
Restrictions Need to preserve membership model Commercial models for services would incur VAT and other restrictions Need to respect existing NGI models 02/07/14 www.egi.eu EGI-InSPIRE RI-261323
Workshop Feedback & Possible Approach Need to completely separate business model and governance model ERIC permits VAT exemption Capacity to have (limited) economic activities Capacity to define own procurement rules and not be bound by public procurement regulations 02/07/14 www.egi.eu EGI-InSPIRE RI-261323
ERIC-like model (1/2) 2 colleges for Council Members National e-Infrastructures Initiatives (NEI) from Member States (MS) Associates Countries (AC) Third Countries (TC) International Infrastructures (I2) EIROs ESFRIs ERICs Other InterGovernmental organisations Colleges can meet separately Decisions taken in plenary 26 02/07/14 www.egi.eu EGI-InSPIRE RI-261323
ERIC-like model (2/2) Votes (MS+AC)>(TC+IRI) Associated participants Group * Only upon express invitation and as observer only ** The access might be limited or reduced for Associated participants *** In the form and conditions defined by the council and supervised by the in-kind committee 27 02/07/14 www.egi.eu EGI-InSPIRE RI-261323
Depending on the outcome of the Council meeting July 1st add a slide on the membership fees or not! 28 02/07/14 www.egi.eu EGI-InSPIRE RI-261323
Outline Sustainability (what is this?) The current EGI Solutions & Services (what need to be sustained? why?) Strategic Planning Process (how have we ended there?) Sustainability Perspectives (what can we do?) Strategic tools/actions (what do we plan to do?) Financial sustainability Evolving the Governance Conclusion 29 02/07/14 www.egi.eu EGI-InSPIRE RI-261323
Conclusion 30 02/07/14 www.egi.eu EGI-InSPIRE RI-261323
EGI-InSPIRE Backup slides 31 02/07/14 www.egi.eu www.egi.eu EGI-InSPIRE RI-261323 EGI-InSPIRE RI-261323
Ingredients for Business Model Innovation Pay for Use for NGIs/EIROs Raise awareness of economic value of services Open up possibility to direct charge to users Combine infrastructure services with consultancy/expertise EGI.eu as Broker Different business models may apply E.g. technical vs. financial vs. one-stop-shop Need to find the right incentives for members to contribute capacity Public Procurement of Cloud services Pre-Commercial Procurement (PCP) Public Procurement for Innovative solutions (PPI) 32 02/07/14 www.egi.eu EGI-InSPIRE RI-261323
New Service Development Examples of innovations planned: Federated Storage: Enhanced Cloud STaaS service with a single entry point, for virtually unlimited storage iPaaS: General-purpose integration Platform-as-a-service Data access and dissemination: A general-purpose system for storing, extracting metadata, cataloguing, and accessing scientific data Virtual Laboratory-as-a-Service: Integrated system for integrating easily Virtual Laboratories Secure Personal Storage: Storage solution for data sharing and collaboration 33 02/07/14 www.egi.eu EGI-InSPIRE RI-261323
Financial Sustainability of services coordinated by EGI.eu for EGI Services coordinated by EGI.eu (provided in collaboration with NGIs/EIROs) enables trans-national access to distributed ICT services at EU level and worldwide (see slide 8) On average, 1/3 of resources from one country is used by foreigners Benefits: sharing, scalability, distribution, innovation, cost efficiency How to split the cost: EGI members already contribute capacity built with MS funding Federation-enabling services and general coordination are EU added value The EC could provide a long-term support through a framework partnership agreement (FPA) Ensures cohesion, provides stability and confidence, improve negotiation power of EGI members with MS Community-specific services should be co-funded by the communities via membership fees/pay-for-use and e-Infrastructures 34 22/05/14 www.egi.eu EGI-InSPIRE RI-261323
Reaching New Communities EGI Engagement Strategy to focus on: The Large and Medium Size Research Infrastructures (RIs) on the ESFRI roadmap The large number of relatively small research collaborations and research networks The long tail of science EGI should build on its strengths EGI.eu as a coordinating body to collaborate with ESFRIs NGIs to reach out to the long tail of users And develop new tools and approaches For instance, develop an ecosystem of partners (e.g., researchers, SMEs, consultants) that would serve the long tail 35 22/05/14 www.egi.eu EGI-InSPIRE RI-261323
Improve Communication with Policy Makers Increase effort in the communication with the policy makers Face-to-face events Common strategy to outreach national funding agencies New publications describing tangible results and impact 36 22/05/14 www.egi.eu EGI-InSPIRE RI-261323
Conclusion Sustaining EGI means ensuring that value is delivered and long-term funding is guaranteed The vision of Open Science Commons leads to closer integration among e-Infrastructures, full implementation of open access and connected knowledge and expertise to simplify researchers life A number of actions for growth and sustainability for EGI have been presented for discussion 37 22/05/14 www.egi.eu EGI-InSPIRE RI-261323
To Add 1 slide on different income scenarios after 2014 Think about reorganising according to sustainability perspectives Usability, reliability Reputation 38 22/05/14 www.egi.eu EGI-InSPIRE RI-261323