The Road Chosen - Strategies and Approaches for Kuali Financial System Implementation and Integration Joanne DeStafano, Cornell University Lee Belarmino, San Joaquin Delta College Eric Letsinger, IBM Mark 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 2 nd system in 2004 Working on 3 rd 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 College Located Stockton, California Basic Demographics Single-College District with the main campus providing 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 %; Asian/Pacific Islander %; Hispanic %; Other %; White % Population by Age Group: 18 or younger – 17.22%; 19 – 13.66%; – 30.93%; – 12%; – 7.6%; – 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 ProjectOrganizationLeadershipAnalysisDevelopmentImplementTrainingOther Kuali Financial√√√√√√ Kuali Student√√√√√ uPortal (Unicom)√√√√√√ Human Resource√ Kuali Workflow√√√√√ Payroll√√√√ Sakai (etudes NG)√√√√ √ = rSmart Assistance

Get 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