2009-03-07 - Action Plan Inspired By Drupalcon.

I've just finished a great 3 day session at Drupalcon D.C. 2009. On a sad note, in the last hour of the conference I lost a gold cross pen that I bought on my first date with my wife. It had my name on it so my outside hope is that someone will look up "Anthony Garcia Drupalcon" and find my profile and contact me. Either way, I'll going to take the sentimental energy I had stored up in that pen and turn it into a lot of Drupal energy.

At the conference, I learned alot of new techniques to do cool things with data and Drupal and visualization, Integrate Drupal with Facebook,  my special interest in Education/Church sites, the business side of Drupal and more. I've met the Drupal luminaries. I especially was star struck by the Lullabot folks. Now, it's time to go back home to apply it. I thought I'd write up an action plan on practical ways I could apply what I've learned in short, medium, and long term ways. I'll put together a list below of things specific to what I am working on rather than made up stuff.

Short Term (1 - 5 months)

  • Watch some of the Drupalcon videos I missed.
  • Annotate some of my sessions noting out the modules I learned about and start testing them out. For instance, I want to make sure I can use the Feed Api to parse CSV data to feed it into a map or a chart.
  • Plan out a new site for my father-in-law who is with us for 5 more months. He dedicated his career to a business making WWII Army Jeeps and parts for them. I'd like to build something that tells his story, rally some of my friends around the site, and cut out some of the middlemen that have been profiting from his work and let him have more of a share in the profit. I have a client of his who may be interested in the platform. For this one, the plan is to start it as an Acquia Drupal distribution using Apache Solr search. A model site would be like his friends Daryl and Lida Bensinger at www.dlbensinger.com. We would add forums to this though.
  • Consolidate all my sites onto Bluehost. I am still paying a premium for TextDrive which has been great but limits me to 4 sites. Bluehost lets me have 99. Eventually for other things I want to do in the medium to long term, I need to find a dedicated host. I ran into some guys from Blackmesh at the conference that would be good. Rackspace was also there. I need to be able to justify the cost for my personal use and/or slice out some of the cost to a few folks who might want e-commerce sites living off of it.
  • Start Avenue Cheeseshop Drupal site for my niece/nephew's aunt. We'll need to migrate it somewhere when real transactions are needed. Initial target implementation - Acquia Drupal with Faceted Search and Shopify for the ECommerce side. Longer term, we'd like a more integrated experience using Acquia/Ubercart Install Profile on secure servers - What's the cost/benefit? I'm going to try and figure out the minimum steps for Bluehost and Drupal for small clients. I'll contribute my findings as a cookbook to the community. Need to find out but going with the easier solution for now.
  • Clean up my sites - www.spafloridian.com, www.joyandcaregivingfoundation.com, www.cognitivemetaphors.com, www.foreigntraineddentists.org, phillypinas.us/com, kofcconshohockencouncil1603.org, www.lockandkeyid.com.
  • Get my nephew Marc involved for the next 2 months of his summer vacation on the Army Jeep site - start with thinking up a name. See if he can recruit Edison again or someone else.
  • For my pay the bills job at an Energy company, we are locked into Sharepoint and Microsoft technologies (for now. hehehe) I'll see what sorts of concepts I learned at least can be applied to the general process of making things open and bringing in more folks to engage with the technology we build there.
  • Explore taking on a part time side Drupal gig that a recruiter has mentioned to me.
  • Start learning by doing more PHP so I can be more active in the Drupal community.
  • Two years ago, I hired 1 Filipino over summer vacation (my nephew Marc - Comp Sci). Last year, I took on 2 (Marc and Edison). This year during the Philippine college summer vacation, I want 4. Perhaps I'll put them on a summer of code task - Team Philippines Drupal or something.
  • Take what I've been doing these past two years and create a core values statement as suggested in Liza Kindred's business of open source talk.

Medium Term

  • I've got to answer all the real questions about doing secure transactions for selling stuff. I burned myself in the past on a project I thought I could just wing. Perhaps once I figure out things, I can go back to my client and make it up to him. In the mean time, I need to implement the server space that is needed and
  • Talk to my friend Aimee Saulog about how to do Ad serving on my www.foreigntraineddentists.org site.
  • Make a copy of the conshohockencatholic.org website I work on so I can upgrade to the latest Drupal. Work on alumni section using Organic Groups. Perhaps also tie in a Facebook account to the site that others can participate in. Perhaps get the marketing person to help plan out ways to tie in others to the build up of new features.
  • Become more active in the Drupal Community. Learn enough PHP/Drupal module building to be helpful.
  • Work on a plan that I can execute to integrate Pentaho with Drupal with the goal of presenting at next years Drupalcon - probably as a birds of a feather session - perhaps as a presentation.
  • Document and formalize processes for all research I'm doing so I can package it and pass t on to others in the form of a cookbook. Lock in is from massing data aggregation not from hoarding ideas.

Long Term (1 year+)

  • Attend Drupalcon U.S. next year with Melissa and hopefully some of my other friends who I hook into Drupal - perhaps as a company of our own - with business cards, stories to tel, etc
  • Take next steps with foreigntraineddentists.org, conshohockencatholic.org, joyandcaregivingfoundation.org, and the Jeep parts site.
  • Take on any/all clients wanting solutions that can be derived from real stuff I've built without to much if any extra complexity in requirements.
  • Take on Amazon web services and expand Pentaho/Drupal solution.

 Opportunities To Build On Over Time

 

 

Cognitive Metaphors Business/Marketing Material

 

Business Card: I'll need a resource to photoshop the logo into something nice, smooth, and professional looking. I've been going to PHP meetup and Java User Group meetings and don't have a good card to give out. Should say:

Anthony Garcia, Founding Engineer

www.cognitivemetaphors.com

610-397-0976 (o)

acgarcia21@cognitivemetaphors.com

 

Slide Deck - a deck that can describe the kind of company I want to represent.

Some possible slides that would need good graphics.

1. Why are our systems in such disrepair?

  • The Electric Grid
  • The Banking System
  • The Healthcare System
  • The Food Safety System
  • The Insurance System

2. Agile Decision Support Systems

  • Six Million Dollar Man homage - "We can rebuild them. Better. Faster. Stronger".
  • Present concepts from Agile Decision Support Systems whitepaper - Heart. Brain. Nerve.
  • Unlock every resource you've got to focus on "The Goal" - introduce concepts of Eli Goldratt's book.
  • Present practical solutions - Drupal/Pentaho centric examples I work with others to develop this summer. - Use lots of community collaboration through data visualization, kpis, ecommerce, poltical activism, etc.
    • VERY IMPORTANT: All projects are built from the ground up on top of a foundation of datasets. Nothing is hardcoded or locked up in web pages or compiled code. It is constructed by separating the data from the operations from the views.

3. Company Background

  • Solutions that are built on top of the Drupal/Pentaho/Nagios Community.
  • Small virtual team made up of experienced members in the Philippines/U.S. who have collaborated with each other for some time.
  • Incremental feature building that goes only as fast as our client's people can support the deliverables.
  • Giving Back - JoyAndCaregiving - Vistan High School Computer Lab - plans to train high school students to build available resources.
  • Building A Company That Matters

Value Statement

The future is already here, it's just unevenly distributed. - We value the equal distribution of the future. It's the only way to get there faster.

We must become the change we want to see - We value leading by example, harnessing the power of teams, starting with small practical solutions, and building elaborate architectures on top of strong foundations (people, process, and technology).

Collaborations Standards

  • Emphasize the Agile Methodology With SCRUM. Incremental delivery of features in small chunks. Give plenty of examples and possibly have daily or several times weekly meetings over skype or yahoo messenger - how will we do multiple people in multiple locations?
  • Yearly recruitment of Comp Sci Philippines students process.
  • Criteria for selection of paid projects - Something we can do or is very close to what we've done before. Otherwise, we build our own project in that vein before we take on paid opportunities.
  • Create a Drupal Wiki on the site with our standards.
  • Giving back to the Drupal and Pentaho community - documentation, modules, screencasts, solution specifications. 20% time.
  • Packaging solutions for reuse.
  • Closing at a good breakpoint before you end your days work.
  • Dev, Test, Prod - Backup and Recovery, Unit/Integration Testing, Peer Review, Asset Management, +more
  • Gliffy.Com for charts, Google Docs for documents / or Drupal Wikis, Yugma for screensharing, what about videoconference for more than 2 parties? What about screen casts?
  • Dedicated server initially running off of my Dynamic DSL service will be built up to replace the need to host sites on Bluehost or TextDrive. Next step, redundancy. Next step, faster connections and static IP. Perhaps I can put together a solution where Cognitive Metaphors.com runs off the home server but switches to Bluehost when the server is down.
  • Structure summer intership sessions just like Drupalcon - In the 2 months, I will have 3 keynote meetings. Each of the project blocks in this article (each table is a project block) will be a "session". The developers will need to choose what sessions they join based on their personal interest. They can't participate in all of them at the same time. They can go back later to learn what their colleagues worked on. We'll have a few birds of a feather sessions on top of the ones below to discuss things like Design (CSS), Hardware and System Administration, Module Development, Project Management, The Business of Open Source.
  • Instead of weekly status reports like I've been doing, I will look for contributions to the Wiki. The Wiki will be the manifest of all the progress we've made so even if just an outline of what you did to be filled in later, you need to put a placeholder describing the content you mean to add.
  • Twitter,Facebook,LinkedIn,Del.icio.us as collaboration tools.

 

Site: www.joyandcaregivingfoundation.org
Description: NGO , non-profit - main projects St. Anthony's Development Center, microloans

Short Term

  • Upgrade to latest version of Drupal
  • Install Organic Groups
    • Work with Saint Anthony's teachers and reorganizing content around groups. They need to build content over time - build trust that the foundation is helping those in need.
    • Groups should incude: St. Anthony's, Jaime Vistan High School, Microloans, etc.
  • Build a better mechanism for taking donations and raising money - perhaps use Ubercart and let others donate like a garage sale to raise money for the foundation.

Medium Term

  • Install Drupal for Build a Facebook Group that takes updates from Drupal and makes pages in Facebook.
  • Look into feed api that takes data from DBPedia or data produced by the foundation to produce charts and graphs on the site - to mark progress, to show improvement, to pinpoint the direction the foundation should go in. - Charts for Views module.

Long Term

  • Overhaul the site using Acquia Drupal.
  • Include Apache Solr based search on the site.
  • Go after all charitable organizations working to help the Philippines. For instance, we know the people at San Martin De Porres, Bonga Menor, Bustos. We can find more here: http://www4.dswd.gov.ph/.
  • Get joyandcaregivingfoundation.org volunteers and St. Anthony's staff to do more with the website.

 

 

Module: Pentaho Drupal Module

Description

I have a good amount of knowledge about both projects. The integration of the two would bring serious analytics to Drupal and the community tools Pentaho needs to leverage data effectively. I will develop this along side my Agile Decision Support Systems Whitepaper.

www.pentaho.com

www.drupal.org

Short Term

  • Write up requirements - ideas of different ways we could integrate the two.
  • Revamp whitepaper to go along with the implementation ideas.

Medium Term

  • Build an initial proof of concept module - something that joins several data types in Kettle to produce a feed. Drupal feed api will read that feed to produce a chart.
  • Secondly, we should look for ways to integrate a Mondrian/Pentaho analysis content type into Drupal
  • Third, we should look for ways to integrate a Pentaho report type into Drupal.
  • Release modules into the community and start working with others to build out the integration.

Long Term

  • Develop a hosted solution that we could sell to others who want to learn how to use Pentaho and Drupal together effectively in their organization.
  • Add additional support for Amazon EC2 for scalability.
  • Develop a whitepaper study that talks about different price points and what sorts of solutions can be reached at those points. For instance, a small mom/pop store can't support a $500/month hosted solution.
  • Present this at the next Drupalcon.

 

Site: AvenueCheeseShop.Com

Description

My brother-in-law's cousins own a cheese shop in Philadelphia. They want to sell food baskets over the internet.

Short Term

  • Start from scratch with Acquia Drupal with Apache Solr search.
  • About Us Info
  • Products / Baskets
  • Figure out SSL on Bluehost.com
  • Work out a secure process for selling - Plan B - Use Shopify.Com for the store and integrate it with Drupal.

Medium Term

  • Develop a cookbook of all the things we learned setting up Ubercart for E-Commerce, Apache Solr.
  • Develop a pricing guide so that next clients would understand the costs and time involved.

Long Term

  • Drupal for Facebook addition - Have to first work with them to build up a fan base.
  • Implement more complex sales use cases - selling overseas
  • Take all lessons learned (we should be documenting in a wiki during development) and use that as our baseline for other ecommerce work.

 

Site: www.conshohockencatholic.org

Description

This is the site we built for my children's Catholic school. I went to a birds of a feather for Drupal Education sites. There's a lot more we can do with this site.

Short Term

  • Upgrade to Drupal 6.10
  • Install Organic Groups
  • Work with the marketing person to build out an Alumni site
  • Take content and employ better use of tags and semantic web information for better Google searches
  • Get interns to compare different Drupal for education sites and come up with a list of key improvements for the short, medium, long term
  • Install CCK, Views, Calendar, GMAP module 
  • Increase SEO value by adding RDFa semantic web tags to the pages.

Medium Term

  • Drupal for Facebook
  • Sell Spiritwear Online with Ubercart
  • Initiate a regular, scheduled backup process from their host to bluehost. Automate as much as possible.
  • Do visualization of different feeds of data - i.e. Campbell soup label collection, map of where students come from, etc.

Long Term

  • Build up a larger team to maintain the site
  • Introduce site content writing as part if school curriculum
  • Get more catholic schools to follow this model of community building and marketing of their schools to differentiate them from public school. These schools are disappearing and we must help them create more value per student than public schools.
  • Candidates for next projects - Our Lady of Fatima, Piscataway / Saint James Academy, Plaridel
Site: www.foreigntraineddentists.org

Description

This site is meant to promote a political cause. It will be a microcosm of the need for America to utilize all resources it has available to them. This means removing the barriers to entry that keep qualified foreign trained dentists from joing the resource pool. We'll look for legal lower cost alternative career paths like contributing to open source dental practice management systems, dental assisting, dental informatics, dental hygiene. We'll also tackle the problem of "credential building" for our members. Lastly, we will have a concentrated attack on the arguments the American Dental Assoication puts up to keep us out.

Short Term

  • Join Google AdSense and start making some money from this site being at the top of Google Searches for Foreign Trained Dentists.
  • Upgrade to Drupal 6.10
  • Install Organic Groups
  • Take content and employ better use of tags and semantic web information for better Google searches
  • Install CCK, Views, Calendar, GMAP module 
  • Increase SEO value by adding RDFa semantic web tags to the pages.

Medium Term

  • Drupal for Facebook
  • Initiate a regular, scheduled backup process from their host to bluehost. Automate as much as possible.
  • Do visualization of different feeds of data - i.e. membership on a GMAP.
  • Start building a practice management system using Drupal - package it for resale to support the site.

Long Term

  • Build up a larger team of members to maintain the site and come up with new ideas.
  • Move our model to other foreign trained resources who need our help
  • Expand dental practice management software that link dentists together to improve dental care.
Site: www.commercialpropertiesinflorida.com

Description

A real estate web site for my Uncle. He has some ideas about creating a real estate location specific solution for selling commercial properties. I need to get him to put things down on paper instead of showing me other sites and saying build something like that.

Short Term

  • Upgrade to Drupal 6.10
  • Install Organic Groups
  • Install CCK, Views, Calendar, GMAP module 
  • Increase SEO value by adding RDFa semantic web tags to the pages.
  • Apache Solr Search

Medium/Long Term

  • Find feeds
  • Real estate feeds - make available via RDF for other real estate aggregators

Long Term

  • Revisit the Drupal for Real Estate module.

 

 

Site: www.lockandkeyid.com

Description

I met Tony Euganeo through my neighbor. Tony has passion, a lot of ideas, and has built a side-line/moonlight reputation on a niche of locksmithing for classic cars particularly old Porsche's.

Short Term

  • Upgrade to Drupal 6.10
  • Install Organic Groups
  • Apache Solr
  • Install CCK, Views, Calendar, GMAP module 
  • Increase SEO value by adding RDFa semantic web tags to the pages.
  • Get product listings from Tony Euganeo - we alread have his keys.

Medium Term

  • Drupal for Facebook
  • Sell parts and whole cars via Ubercart - get his some to manage the online store
  • Initiate a regular, scheduled backup process from their host to bluehost. Automate as much as possible.
  • Implement a shipping solution and open for business.

Long Term

  • Build up a larger team to maintain the site
  • Continuous content writing to keep the site SEO up there for Porsche Keys / Classic Cars Locksmith.
  • Find a way to tie the two projects about automobiles together.

 

 

 

Site: www.dmgjeepwilly.com

Description

My father-in-law's life's work. For some reason, my writeup was erased. I have to redo this one. Let's tell his story and build it to be something a lot of people will go to and build a community behind it.

Short Term

  • Upgrade to Drupal 6.10
  • Install Organic Groups
  • Apache Solr
  • Install CCK, Views, Calendar, GMAP module 
  • Increase SEO value by adding RDFa semantic web tags to the pages.
  • Business solution study: Business process for shipping these things
  • Get product listings from Ding Gloria.
  • Interview Ding on his business model - how he does business - be transparent so that others can follow and become contributors. No one will be able to accumulate as much knowledge, experience, and notoreity as him because he's been doing it all his life. Compete by accumulation and application of knowledge not by protecting ideas.

Medium Term

  • Join Google AdSense and start making some money once we are in the first search page for Jeep Willy Parts.
  • Drupal for Facebook
  • Sell parts and whole cars via Ubercart
  • Initiate a regular, scheduled backup process from their host to bluehost. Automate as much as possible.
  • Implement a shipping solution and open for business.

Long Term

  • Build up a larger team to maintain the site
  • Find a way to tie the two projects about automobiles together.
  • Sign up all Jeep Willy enthusiasts to use our website model.
  • Partner with other affilated sites like http://www.armyjeepsale.com/ (a Drupal site as far as I can tell).