agile.open.connectedPlone as a tool to promote citizen-driven public policies Stefano Marchetti

October 2nd - October 4th 2013

Brasília - Brazil http

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Stefano Marchetti

CEO - project manager

RedTurtle - Ferrara - Italy

stefano@redturtle.it

@stemrc

www.redturtle.it

@redturtle

facebook.com/redturtle

Stefano Marchetti

Flickr URL

Project (and talk) summary

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Flickr URL

e-what?

http://www.flickr.com/photos/horiavarlan/4290549806/

Stefano Marchettie-participation (wikipedia)

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Stefano Marchetti

Policy: definition

A policy is a plan of coordinated actions that can

• guide decisions

• implement programs and plans

in order to achieve the society’s and the country’s development objectives

Introduction

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Stefano MarchettiOnce upon a time ...

Stefano Marchetti

Emilia Romagna region, Italy

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Balsamic vinegar

Prosciutto Mortadella

Ferrari

Pavarotti

Ducati & Valentino

Parmigiano reggiano

Stefano Marchetti

Objectives

http://www.flickr.com/photos/jof/263652571/sizes/l/

Stefano MarchettiProject goals

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Concept & first ideas

• unique platform

• virtual “town squares”

• stimulating citizens and administrators

• relevant topics

• policies

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Target/stakeholders

• Citizens

• Other stakeholders

‣ Pubblic Sector and Local government

‣ Knowledge operators

‣ Others: associations, ...

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Citizens/Squares/Policies

Squares

Citizens Policies/Institutions

http://www.flickr.com/photos/emanuelec/5869072769/

Design

Stefano Marchetti

The team

Irene

Sabrina

Andrea

StefanoDaniele

Luca

Mauro

Walter

Ilaria

Stefano Marchetti

Brainstorming DesignAnalysis

Launch

DevelopmentPrototyping

Project pathway

Stefano Marchetti

Desk Analysis

Coordination

Project pathway

Launch

BrainstormingAnalysis DevelopmentDesign Prototyping

Stefano Marchetti

Desk Analysis

Co-Design

Focus group

Coordination

Brainstorming DesignAnalysis

Launch

DevelopmentPrototyping

Project pathway

Stefano Marchetti

Project start

Desk Analysis

Co-Design

Focus group

Coordination

Project pathway

Launch

BrainstormingAnalysis DevelopmentDesign Prototyping

Summary & Design

Internal meetings Prototyping Modifications

Benchmark sharing

Internal meetings

Stefano Marchetti

Project start

Desk Analysis

Co-Design

Focus group

Benchmark sharing

Coordination

Brainstorming Design

Internal meetings

Analysis

Summary & Design Prototyping

Multi Stakeholder

Modifications

DevelopmentPrototyping

#1 - Communicators

#4 - RER personnel

2# - Administrators

#3 - Citizens / Associations.

Project pathway

Launch

Internal meetings

Stefano Marchetti

Analysis and brainstorming

http://www.flickr.com/photos/lludovic/4248491554

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InternalmeetingsMeetings (#1, #2, #3)

http://www.flickr.com/photos/sicco/4764823566/

Stefano Marchetti

InternalmeetingsBrainstorming and co-design

3 concept 5 format protocols for focus-groups

Stefano Marchetti

Benchmark

http://www.flickr.com/photos/jb912/4389091554

Stefano Marchetti

Co-Design

Focus group

Project start

Benchmark sharing

#1 - Communicators

2# - Administrators

#3 - Citizens / Associations.

Launch

Brainstorming

Multi Stakeholder

Prototyping

Modifications

#4 - RER personnel

Design Development

Prototyping

Analysis

Internal meetings

Summary & Design

Internal meetings Modifications

Desk Analysis

Coordination

Project pathway

Stefano Marchetti

Benchmark

Benchmark

• 16 international cases

• 7 Italian best practices

• all the Regions

Stefano Marchetti

Focus group and codesign

http://www.flickr.com/photos/martinjordan/9108304513

Stefano Marchetti

Co-Design

Focus group

Internal meetings

Desk Analysis

Coordination

Project pathway

Project start

Benchmark sharing

#1 - Communicators

2# - Administrators

#3 - Citizens / Associations.

Launch

Brainstorming

Multi Stakeholder

Prototyping

Modifications

#4 - RER personnel

Design Development

Prototyping

Analysis

Internal meetings

Summary & Design

Internal meetings

Stefano Marchetti

Methodology and Public Administration

Focus group

Stefano Marchetti

The focus groups

Focus group

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4 focus groups

• Creatives, experts of digital and “classic” communication

• Public Administrators (councilors and managers)

• Citizens - no-profit associations

• RER Communications department

Focus group

Stefano MarchettiFocus Groups: partial summary

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Focus group

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IT Systems

http://images4.wikia.nocookie.net/__cb20060315031839/lotr/images/5/57/Black_gate.png

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ICT Department, RER

• IP+ should comply with RER’s IT policies

‣from the communication perspective

‣from the technological perspective

Stefano Marchetti

Prototype

Stefano Marchetti

Co-Design

Focus group

Modifications

Desk Analysis

Coordination

Project pathway

Project start

Benchmark sharing

#1 - Communicators

2# - Administrators

#3 - Citizens / Associations.

Launch

Brainstorming

Multi Stakeholder

Prototyping

#4 - RER personnel

Design Development

Prototyping

Analysis

Internal meetings

Summary & Design

Internal meetings

Stefano Marchetti DesignThe summary: get to the prototype

Stefano Marchetti DesignThe context of use of the tool

Stefano Marchetti

Prototype Design

Design

Stefano Marchetti

Co-Design

Focus group

Desk Analysis

Coordination

Project pathway

Project start

Benchmark sharing

#1 - Communicators

2# - Administrators

#3 - Citizens / Associations.

Launch

Brainstorming

Multi Stakeholder

Prototyping

Modifications

#4 - RER personnel

Design Development

Prototyping

Analysis

Internal meetings

Summary & Design

Internal meetings

Stefano Marchetti

UXPin: UX design tools built by UX designers

Stefano Marchetti

The prototype

Stefano MarchettiThe name: IoPartecipo+ (IP+)

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Stefano Marchetti

Co-Design

Focus group

Modifications

Desk Analysis

Coordination Project start

Benchmark sharing

#1 - Communicators

2# - Administrators

#3 - Citizens / Associations.

Launch

Brainstorming

Multi Stakeholder

Prototyping

#4 - RER personnel

Design Development

Prototyping

Analysis

Internal meetings

Summary & Design

Internal meetings

Stefano MarchettiUser test

Stefano Marchetti

Introduction video

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Prototype: feedback

Stefano Marchetti Multi Stakeholder

User test phase summary

• “Town Squares” Concept: go!

• The platform is understandable

• Authentication: Facebook, Gmail, Twitter

• Interest for information related with the territory

• Concise and systematic organization of information

• Indications for redesign

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The project

Stefano Marchetti

Co-Design

Focus group

Desk Analysis

Coordination

Project pathway

Project start

Benchmark sharing

#1 - Communicators

2# - Administrators

#3 - Citizens / Associations.

Launch

Brainstorming

Multi Stakeholder

Prototyping

Modifications

#4 - RER personnel

Design Development

Prototyping

Analysis

Internal meetings

Summary & Design

Internal meetings

Stefano Marchetti

How to find the right balance?

http://www.flickr.com/photos/classblog/5136926303

www.flickr.com/photos/23746589@N00/4619634825/

Stefano Marchetti

First proposal

http://www.flickr.com/photos/classblog/5136926303

www.flickr.com/photos/23746589@N00/4619634825/

Stefano Marchetti DevelopmentInvision: prototyping & collaboration

Stefano Marchetti DevelopmentContextual comments

Stefano Marchetti Development

Who are the users?

• Anonymous

• Authenticated citizens

• Content editors

• Managers

Stefano Marchetti

The home page

partecipazione.regione.emilia-romagna.it/iopartecipo

Stefano Marchetti DevelopmentIP+/Groupware: HP

Subscription

3 steps for participation

The first 3 squares in foreground

Stefano Marchetti DevelopmentIP+/Groupware: HP

Other squares: including IP+

Social network

Stefano Marchetti DevelopmentIP+/Groupware: HP

Stefano Marchetti

Square

Duration

Target

Intro

Policy

Tools

Stefano Marchetti

Square management

Stefano Marchetti

Dashboard

Stefano Marchetti

Dashboardmanagement

Stefano Marchetti

Tools of the square

• blog

• glossary

• questionnaires

• surveys

• forums

• documents

• events

• news

• media galleries

• legislation

• newsletters

Stefano Marchetti DevelopmentIP+/Groupware

tools:

Blog

Stefano Marchetti DevelopmentIP+/Groupware

{ Newstools:

News

Stefano Marchetti DevelopmentIP+/Groupware

tools:Multimedia

Stefano Marchetti DevelopmentPolicy

Policy

Intro

Square

Development

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Notifications

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Notifications for square participants

Development

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Authentication

Stefano Marchetti

Plone & login via Social Network

➡ PAS: Pluggable Authentication Service

➡ PAS plugin for several Social Network (cs.auth.twitter, cs.auth.facebook …)

http://www.flickr.com/photos/wwarby/4782904694/

Stefano Marchetti Development

Velruse: why?

➡ Privacy

➡ No lock-in

➡ Unknown authentication systems

➡ Open Source!

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Velruse: what?

➡ Pyramid product

➡ As a service in the WSGI stack

➡ Normalize identity information to the standard Portable Contacts

Stefano Marchetti Development

Velruse: how?

➡ Velruse is composed by plugins

➡ OAuth2 supported

➡ A plugin for each OAuth2 provider

➡ Custom plugins may be added

➡ Unified interface to OAuth2 via Portable Contacts standard

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Velruse: how?

Development

Stefano Marchetti Development

Plone & Velruse

• New PAS plugin: Plone with Velruse pas.plugins.velrusehttps://github.com/RedTurtle/pas.plugins.velruse

• The PAS plugin needs an active Velruse service

• The PAS plugin reads the data in Portable Contacts

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User information

• Some info from social network

• Other from/on Plone

Results

http://www.flickr.com/photos/rosasay/4675053765/

Stefano Marchetti

• RER Groupware (rer.groupware.star)

• RER Groupware Addressbook

• RER Groupware: Core

• RER Groupware: Room

• RER Groupware: notifications

• RER Groupware: security

• RER Groupware: workflows

• RER: Groupware IoPartecipo+

• Blogstar Entry (collective.blogstarentry)

• Blogstar last entries portlet (collective.portlet.blogstarentries)

• collective.stringinterp.smartlink

• collective.stringinterp.text

• pas.plugins.velruse):

• collective.portlet.discussion

• ER Tema Partecipazione

• ER: tema base

• ATVocabularyManager

• Collective Blog View

• Generic content portlet

• Plone Survey

• Plone True Gallery

• PlonePopoll

• Ploneboard

• RER: ER Navigation portlet

• RER: ER Portletpage

• RedTurtle Video

• Simple Groups Management

• collective.portlet.embed

• fourdigits.portlet.twitter

• redturtle.portlet.collection

From RedTurtle From Pypi

Stefano Marchetti

Policies and Squares activated

• 5 squares

• 4 policies

• 250+ registered users

Stefano Marchetti

The award

http://www.thetimes.co.uk/tto/multimedia/archive/00030/Brazilfans2_30480b.jpg

Lessons learned

http://www.flickr.com/photos/heycoach/1197947341

Next steps

http://www.flickr.com/photos/freefoto/2195201178/

Stefano Marchetti

Next steps

Stefano MarchettiAnd they lived happily ever after ...

http://www.flickr.com/photos/lorenjavier/3497929578

Stefano Marchetti

Grazie. Thank you.

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Questions ?

Stefano MarchettiRedTurtle’s co-founder e PM

stefano@redturtle.it

@stemrc

www.redturtle.it

@redturtle

facebook.com/redturtle

Stefano Marchetti

Sources

➡ aceto: http://www.flickr.com/photos/96dpi/763223058

➡ pavarotti: http://www.flickr.com/photos/dreambirdz/1342772914/

➡ ferrari: http://www.flickr.com/photos/gfreeman23/7178406269

➡ parmigiano: http://www.flickr.com/photos/71256895@N00/9177494290/

➡ prosciutto: http://www.flickr.com/photos/nhanusek/3979866516/

➡ ducati & valentino: http://www.flickr.com/photos/jaredearle/5877487030