The Road Chosen - Strategies and Approaches for Kuali Financial System Implementation and

Integration

Joanne DeStafano, Cornell UniversityLee Belarmino, San Joaquin Delta College

Eric Letsinger, IBMMark Olson, IBM

Kuali Days VI - May 13, 2008

Session Overview

• Introductions

• Eric Letsinger, IBM

• Joannne DeStefano, Cornell University

• Lee Belarmino, San Joaquin Delta College

• General Discussion of Implementation and Integration Issues

IBM Global Business Services

• IBM is software agnostic• IBM believes in the promise of open and

community source applications and has experience to bring to the table

• We recognize the need for schools to move through a rational, disciplined and transparent process before software is selected

• ~25 schools at early exploration stage…here’s what we hear…

Implementation: on the PLUS side…

• Better fit• More control – includes

implementation options• Flexible Chart of Accounts• Workflow• Avoid risks of corporate

shifts• Focused community

• Distributed access• Drives opportunity for

internal skills upgrade• Total cost of ownership -

uncertainty• Current technology• Faster procurement• Kualifier – test drive option

Implementation:on the MINUS side…

• Sustainability• Unproven – no one has

done “it”…yet• Security concerns• Budget module lacking;

Inventory/stores• Requires new skills

acquisition• Sunk investment in vended

software may impede transition

• Requires new levels of buy-in

• Release maturity• Unfamiliar risk profile• Forces best-of-breed

approach – more integration

• No one vendor• Could require complex

project/program management structures

Cornell a Unique Private University

• NYS land grant institution, with experiment station• Seven endowed colleges• Medical college in NYC and Qatar• Four colleges managed under contract with the State

University of New York• Eight subsidiaries• 20,000 students• 10,000 faculty and staff• $2.5 billion annual expenses

Reality for Cornell• Started ERP implementations in 1995

• Original budget to implement all five major administration systems was spent on our first installation – HR/Payroll

• Completed 2nd system in 2004

• Working on 3rd system – Student; implementation planned for FY08

• Financial systems were scheduled to be the last of the major ERP systems, not on the docket until 2011

Existing Financial System Situation

• Online and batch Natural/ADABAS system developed in 1970’s

• Data model flaws

• System intended for central use only

• Forces decisions based on system capabilities not “business” requirements

• Poor use of current database technology

Implementation Plan

• Utilize university project management office

• Finalize new chart structure• Integrate a data delivery plan• Develop CU-KFS project plan

Big bang or phased

Targeted use of external services

Rice, KRA, etc. considerations

Delta CollegeLocated Stockton, California

Basic Demographics

Single-College District with the main campus providing 165.15 acres

Student headcount in fall 2006 was 20,472, with Internet-based class enrollment at 13%

Student Population consists of 59.9% females and 38.91% males

Population by Ethnicity in 2006: African-American - 10.6%; Asian/Pacific Islander - 20.51%; Hispanic - 26.71%; Other - 10.49%; White - 31.69%

Population by Age Group: 18 or younger – 17.22%; 19 – 13.66%; 20-24 – 30.93%; 25-29 – 12%; 35-39 – 7.6%; 40-49 – 8.37

Delta College Legacy Systems

Learning Management eCollege, Etudes

Financials Oracle

HR & Payroll System 2000

SIS Homegrown System 2000

Future Delta College

Systems

Delta College/rSmart Partnership

Project Organization Leadership Analysis Development Implement Training Other

Kuali Financial √ √ √ √ √ √

Kuali Student √ √ √ √ √

uPortal (Unicom) √ √ √ √ √ √

Human Resource √

Kuali Workflow √ √ √ √ √

Payroll √ √ √ √

Sakai (etudes NG) √ √ √ √

√ = rSmart Assistance

GetGetFired Up!Fired Up!

“Catch on fire with enthusiasm and people will come from miles to

watch you burn.” John Wesley

Implementation: Summary

• New implementation models emerging

• No “one size fits all”

• There are more and more travelers on the road….

Thank you!

For more information about IBM’s participation and support services in the Kuali Community, contact:Mark Olson, IBM Global Business Services

240 396-5410 maolson@us.ibm.com