The rSmart Group Kuali Days Successful Financial System Implementation Indianapolis April 11,

The rSmart Group Community Source Kuali (integrated with Sakai) –KFSnext modules: –KWFKSSS –KRAKHR –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 Community Board of Governance Functional Council GLCOABudgetCAMSCG Purchasing AP LaborRAWorkflow Technical Council Multiple Institutions Independent Outside Support

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 package, certify, deploy and support We package, 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 & rSmart Corporate Objective HE Community Source “Commercial” Partner rSmart committed to change applications software business model proprietary software (controlled by vendors) 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 Configuration System Integration Migration Remote System Management End User Support Custom Application Development Operations & Support Implementation 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?

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 Kuali Kualifier Kuali Kualifier Plan Design Implement Support Project Management Client Service

The rSmart Group KualiKualifier Review Institutional Strategies Document High Level Requirements Present Recommend -ations Review Application & Technology Strategy Meet with User Community Stakeholders Review User Communities Start 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 -ations 1.9 Document Integration Points

The rSmart Group Project Plan Assistance Kuali Kualifier Kuali Kualifier Plan Design Implement Support Project Management Client 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 Kuali Kualifier Kuali Kualifier Plan Design Implement Support Project Management Client Service

The rSmart Group Design and Implementation Assistance Inputs  Technical Requirements  Hardware requirement  Database requirement  Functional Requirements  Organizational Structure  Chart of Accounts  Required Attributes  Business Process  Reporting Needs Outputs Hardware configuration Software installation Chart of Accounts Attributes eDoc Business Rules Test Plans Design Workflow Installation Configuration Setup Design Code Tables Design Chart Structure Support Define Attributes Analyze Reporting Needs Plan

The rSmart Group Support Kuali Kualifier Kuali Kualifier Plan Design Implement Support Project Management Client 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 enhancements Plan for additional training Plan for production communications Plan for support RSN Knowledge- base, Downloads, etc. What do you need? Application Support Survey User Community Ongoing Expert Support Webinars Implement

The rSmart Group Questions?