Open-Source Change Management (2025)

Ning Leng & Nate Mockler

From Hacks to Habits - Tools & Tricks That Changed the Game

2025
OS
Change management
Authors

Ning Leng

Nate Mockler

Published

September 15, 2025

Open-Source Change Management

Chairs: Ning Leng, Nate Mockler

See also: 2023 Discussion, 2024 Discussion

The Foundation: Why Before How

  • Risk Management: Change management is fundamentally about managing risk
  • Breaking the IBM Rule: “No one gets fired for buying IBM” - need to show upsides of change to overcome conservative mindset
  • Value Proposition: Emphasize collaboration benefits, AI integration opportunities, and modern capabilities

Three Pillars of Change Management

People

  • Grassroots vs. Top-Down: Grassroots efforts have limits; executive support and repeated messaging from leadership essential
  • Innovation Teams: Trend toward creating dedicated innovation groups rather than making change management a side job
  • Hiring vs. Training:
    • Just-in-time training more effective than advance training
    • Trend toward hiring R/Python programmers from day one
    • Removing SAS requirements from job descriptions
  • Standards Influence: Good opportunity to influence internal standards and reset limitations from legacy tools

Technology

  • Git Foundation: Essential foundation for open source adoption and AI tool integration
  • Environment Management: Focus on Statistical Computing Environment (SCE) setup
  • Containerization: Important for managing package versioning issues (R+ENV, Docker)

Process

  • Version Control: Git as key process improvement
  • Reporting Innovation: Opportunities to rethink clinical trial reporting (e.g., using Shiny to reduce static TLFs)
  • Communication Strategy: Right people delivering right messages, expect pushback, avoid mandate-style approaches

Key Success Factors

  • R Validation Hub: Valuable resource for demonstrating process and risk metrics
  • Specific Use Cases: Show concrete examples of complex tables/graphs generated easily
  • Environment Comfort: Ensure users feel comfortable in the new environment
  • Package Management: Education about dynamic nature of open source vs. traditional single-package updates
  • Trial Periods: Implement trials before major investments