kuali presentation december 7 th 2009 tif- csi. agenda kuali overview kuali at uc davis – kuali...
TRANSCRIPT
Kuali Presentation
December 7th 2009TIF- CSI
Agenda
Kuali Overview
Kuali at UC DavisKuali Financial System
Kuali CoeusKuali Rice
Kuali Financial System
Kuali Investing Partners
KFS Investing InstitutionsUCD, UCI, UCSB, UCOP
Colorado State, San Joaquin Delta– live July 2009 (Naval Postgraduate School – live October 2009)
USC, Colorado State , Cornell, Indiana, Michigan State, Arizona, Hawaii (10+)
KC Investing InstitutionsUCD, UCB, MIT, Arizona, Cornell, Indiana,
Iowa State, Colorado State (7+)RICE Investing Institutions
UCSD, U Washington, Iowa State, Indiana, CornellKuali Student Investing Partners
UCB, USC, MIT, U Washington, Maryland, Carnegie Mellon (4+)
Kuali Financial System (KFS)
KFS Overview & Benefits
UCD implementation details
Kuali Financial System (KFS)KFS Modules (delivered by KFS Foundation as part of
Release 3.0 – public release November 2009) Chart of Accounts
Contracts & Grants (Post-award) Financial Transactions
General Ledger Labor Distribution
Purchasing/Accounts Payable Capital Assets
Accounts Receivable
KFS Design
• New • System• Design ?
Existing Financial
System (Indiana’s FIS)
Refactor
The
Technology
(web-based)
Limited
Enhancements
Defined by
Functional
Council
Reference: Kathleen McNeely, KFS History and Update, NACUBO 2007
Why KFS?Design is based on a higher education business model,
proven technologies and proven baseline systemsUCD FIS is based upon the same COA as IU’s FIS
J2EE architecture and common middleware like roles, permission and workflow (routing)
New modules (Labor Distribution; Contracts & Grants)Opportunity for collaboration with other Higher Ed.
institutions Institutions can choose to implement only those
functional elements that meet their needs and extend certain functionality
No vendor or licensing fees Better integration and similar look & feel
UCD KFS Phase 2.0 Modules (July 2011)
General Ledger (GL)Similar to DaFIS. The GL database contains the
financial entries, actual, budgetary and encumbrances at the transaction level as well as
various levels of aggregated balances.
Integration & Browser Support
We will continue to use in-house FIS Decision Support
Implementations will include integration with feeds & other systems e.g. Effort Reporting
Browser support: IE 7, Firefox 3+, and Safari 3+.
Campus Communication & Training KFS Focus Groups will be formed ~ November 2009
Review and test the Chart of Account module and report any bugs
Provide feedback on how certain fields are currently being used in DaFIS and how new KFS fields might be used
Provide feedback on training materialsTime commitment ~ 2 hours/week
Update Project Website (http://accounting.ucdavis.edu/projects/UCDKuali/)
Campus Communication ~ January 2010 Campus Training ~ March 2009
Face to Face TrainingWeb Training & Recordings
Kuali Coeus
Kuali Coeus
Kuali Coeus/ What’s in the K
Integrated Systems
Enterprise Electronic Workflow
& Document
Routing
Integration w/ Campus
Identity Management Middleware
Kuali Coeus/ What’s in the C
Proven ERA functionality
Coeus 15 years/ 52
institutions
Phased rollouts
scheduled for merger in 12/2011
Kuali Coeus/ Benefits Comprehensive and modular system for research
administration and complianceStandardized proposal development
Reuse previous proposals & budgets archives to create and submit new proposals
Improve research safety through better tracking of protocols that require use authorization
24 hours/ 7days a week access to the proposal development tools and information
Staff is able to track their school’s proposals & awards
Kuali Coeus/ Benefits Electronic workflow and routing tools for all proposal
participantsEnables paperless business processes
Achieve greater efficiencies through integration with other systems.
Quick routing of proposals and approval of protocolsEliminates duplication of effort
Kuali Coeus/ Benefits Online tool to develop multiple budget scenarios and
ability to commit a final version for submissionAllows PIs flexibility in developing budget proposals
Online tool to develop proposalsSingle repository for tracking and developing
proposalsStreamline proposals processing process
System to system integration with grants.goveliminate dual entry into Adobe or Pure Edge sys
Ability to search and find federal grant opportunities and capture proposal information
Kuali Coeus/ Benefits Awards integration with KFS Contracts & Grants
Eliminates dual data entry Up to date & accurate information on grant balances
Seamless integration with KFS (DaFIS) replacementQuick & easy access to accounting information
Ability to leverage the DaFIS Decision Support system
Compliance management & tracking for biological, human subjects, animal and radiological protocols
Enhanced compliance trackingStreamline compliance processMinimizes administrative work
Kuali Rice
Kuali Rice
Presentation Overview
Overview
Benefits
Implementation Details
Kuali Rice - Overview
Service Overview (Kuali Rice = Two services)
Centralized workflow/connection between campus applications
Common enterprise workflow, notification, developers tools and integration with campus IAM
eDocLite – Converts basic paper-based campus processes into standardized web-based processes
Developed locally, deployed centrally
Governance
In process of developing a Rice Steering Committee
Kuali Rice - Benefits
1.Information is easily shared (and routed) between campus systems
• Reduces errors, increases efficiency, all info in 1 place
2. Green computing (Less paper used)• Less expensive, better for environment
3. Cost reduction to campus• No annual software license fees
• Common look & feel between applications = less training• Reduction in development re-work
Kuali Rice - Implementation Details
1. Integration with Centralized workflow on production• MIV = Q1 - 2010
• KFS Phase 1 = July 2010• KC Pilot = Fall 2010
2. eDocLite• Limited pilot/s = Q2 ’10
• Release to campus = post successful pilot (date = TBD)
Project Contacts
KFS ProjectRadhika Prabhu ([email protected])
KC ProjectSafa Hussain ([email protected])
Kuali Rice ProjectHampton Sublett ([email protected])
Q&A