Kuali Days Successful Financial System Implementation Indianapolis April 11, 12 2006

transcript

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

Indiana University

The rSmart Group

Michigan State University

The rSmart Group

University of Hawaii

The rSmart Group

University of Arizona

The rSmart Group

Cornell University

The rSmart Group

San Joaquin Delta Community College

The rSmart Group

rSmart

The rSmart Group

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

• 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

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 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

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

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

Design Code Tables

Design Chart Structure Support Define

Attributes

Analyze Reporting

Needs Plan

The rSmart Group

Support

KualiKualifier

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?

Kuali Days Successful Financial System Implementation Indianapolis April 11, 12 2006

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