kuali days successful financial system implementation indianapolis april 11, 12 2006
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Kuali Days Successful Financial System Implementation Indianapolis April 11, 12 2006. Community Source. Kuali (integrated with Sakai) KFSnext modules: KWFKSSS KRAKHR Modules integrated with today’s ERP systems All Kuali systems fully integrated. - PowerPoint PPT PresentationTRANSCRIPT
The rSmart Group
Kuali DaysSuccessful Financial System
Implementation
Indianapolis April 11, 12 2006
The rSmart Group
Community Source
• Kuali (integrated with Sakai)
– KFS next modules:– KWF KSSS– KRA KHR
– Modules integrated with today’s ERP systems– All Kuali systems fully integrated
The rSmart Group
Kuali Development Community
NACUBO
The rSmart Group
Kuali Development Community
Indiana University
The rSmart Group
Kuali Development Community
Michigan State University
The rSmart Group
Kuali Development Community
University of Hawaii
The rSmart Group
Kuali Development Community
University of Arizona
The rSmart Group
Kuali Development Community
Cornell University
The rSmart Group
Kuali Development Community
San Joaquin Delta Community College
The rSmart Group
Kuali Development Community
rSmart
The rSmart Group
Kuali Development Community
The Andrew W. Mellon Foundation
The rSmart Group
Why Kuali ?
• Cost savings – today and future• Community driven - development,
enhancements, governance, ownership, potential for standard
• Solution sharing• Designed for higher HE by HE• Free from being locked in• Architecture update supporting web
services
The rSmart Group
Kuali Development Community
• Suggested processes
• Transfer IU FIS with enhancements
• Documentation
• Training materials
The rSmart Group
Implementation Community
• Implement modules
• Build links to existing ERP systems
• Enhancements
• Participate in Kuali future
• Set standards for implementations
The rSmart Group
Total Community
Development partners
+Implementation partners
=Kuali Community
Board Committees
The rSmart Group
Total CommunityBoard of
Governance
Functional Council Technical Council
Multiple InstitutionsIndependent
Outside Support
GL COA Budget CAMS CGPurchasing
APLabor RA Workflow
The rSmart Group
Kuali Business Model
• Develop for and by higher education
• Community supports community
• Community grows community
• Members in control of destiny
• Members can predict and plan budgets
• Sustainability insured
The rSmart Group
Business Model Changes Behavior
• Community makes all decisions• Members take control of future• No sales/marketing; therefore, colleges need to
be proactive• A chance to step out and create your own gains• Chance to join communities suitable to your
requirements• Your input makes a difference only if you are in
The rSmart Group
How Would You Participate?
• Take initiative
• Look into Community Source
• Talk with Community Members
• Take steps toward decision
• Implement modules that fit schedule
The rSmart Group
the rSmart Group
The rSmart group is an open source application software company (e.g. Red Hat) serving its subscribers in the higher education market
We package, certify, deploy and supportpackage, certify, deploy and support a suite of enterprise financial and collaborative learning applications for colleges and universities
We, along with integrators, help support subscribers
The rSmart Group
Kuali & rSmartCorporate Objective
HE Community Source “Commercial” PartnerrSmart committed to change applications
software business model
proprietary software (controlled by vendors)1968
2005
open software (owned by HE Community)
The rSmart Group
What Role Does rSmart Play?
• Add to sustainability• Answer the phone• Create stacks insuring reliability• Offer subscription• Offer KualiKualifier
– Initial readiness
• Offer more extensive fit/gap analysis• Support implementation, where desired
The rSmart Group
Full-Service Partner
Planning
rSmart Services
Strategic Planning
Installation & System Configuration Training
High Availability
ConfigurationSystem
Integration
Migration
RemoteSystem
Management End User SupportCustom
Application Development
Operations & SupportImplementation
Needs Assessment
Admin Support
The rSmart Group
Why rSmart ?
• Vendor Independence • More Value for IT $$$ • Rapidly Address User Needs • Ease of integration/interoperability• Broader platform support• Improved Security • Single Source Accountability • Platform Certification• Over 30 years of Higher Ed experience• Focus is Higher Ed, not distracted by other markets
The rSmart Group
How May We Assist You?
www.rSmart.com
The rSmart Group
Look at whether or not to Proceed
– Get a quick assessment as to where you fit– Where do you start?– When do you start?– What to implement?– Who to involve on campus?
The rSmart Group
KualiKualifier
KualiKualifier
KualiKualifier PlanPlan DesignDesign ImplementImplement SupportSupport
Project ManagementProject Management
Client ServiceClient Service
The rSmart Group
KualiKualifierReview
Institutional Strategies
Document High Level
Requirements
Present Recommend-
ations
Review Application & Technology
Strategy
Meet with User
Community Stakeholders
Review User CommunitiesStart Plan
Inputs Institutional snapshot and future vision User Community snapshot and future vision Technology snapshot and future vision Stakeholder high level requirements Integration points
Outputs Recommendations Gap Analysis Issues Action Plan Show-stoppers
Identify Issues
Identify Deficiencies
Develop Recommend-
ations1.9
Document Integration
Points
The rSmart Group
Project Plan Assistance
KualiKualifier
KualiKualifier PlanPlan DesignDesign ImplementImplement SupportSupport
Project ManagementProject Management
Client ServiceClient Service
The rSmart Group
Typical Implementation Questions
• Resource Planning– Time Commitment
• Resource Availability• Backfill Plan
– Organizations• Steering committee• Project director• Functional committee• Focus groups
• Budget Planning– New staff and Backfill
cost– Travel– Communication– Ongoing support cost– Training
The rSmart Group
Typical Implementation Questions
• Project Plan– When to Go-Live– Project Timeline
• Pre-planning period• Implementation timeline• Setting Important
milestones• Prevent scope creep
• Communication Plan– Audience, frequency
and medium– Managing
expectations– Marketing plan– Buy-in from
stakeholders
The rSmart Group
Design and Implementation Assistance
KualiKualifier
KualiKualifier PlanPlan DesignDesign ImplementImplement SupportSupport
Project ManagementProject Management
Client ServiceClient Service
The rSmart Group
Design and Implementation Assistance
Inputs Technical Requirements
Hardware requirementDatabase requirement
Functional RequirementsOrganizational StructureChart of AccountsRequired AttributesBusiness ProcessReporting Needs
Outputs Hardware configuration Software installation Chart of Accounts Attributes eDoc Business Rules Test Plans
2.3 2.6
Design Workflow
InstallationConfiguration
Setup
Design Code Tables
Design Chart Structure Support Define
Attributes
Analyze Reporting
Needs Plan
The rSmart Group
Support
KualiKualifier
KualiKualifier PlanPlan DesignDesign ImplementImplement SupportSupport
Project ManagementProject Management
Client ServiceClient Service
The rSmart Group
Support
Inputs Training Activities Testing and Production Activities Marketing and Roll-Out Activities
Outputs Schedule for review and planning
Plan for future enhancementsPlan for additional trainingPlan for production communicationsPlan for support
2.3 2.6
RSN Knowledge-base,
Downloads, etc.
What do you need?
Application Support
Survey User Community OngoingExpert
SupportWebinars Implement
The rSmart Group
Questions?