Kuali Financial Systems May, 2007 St. Louis

Context Continuity Construct Kuali Financial Systems (KFS)

MySQL; Ingres; Postgres FreeBSD;Linux; Why Would a Trend Stop Short? MVS, Solaris, DEC, XP DB2, Oracle, SQLServer Apache; Tomcat; Zope WebSphere; BEA; Oracle Moodle; Sakai; Kuali SAP; PSFT/Oracle; SCT; Blackboard ??? Historical Trends with Open Source Operating Systems DBMS Web/Application Servers Applications

IU FIS Current Release: 47.1July 15, of these 47 releases were ‘disruptive’ shut down of system for extended period (> few hours) major expense to campus (technical or functional) major business process changes forced by software significant retraining of users Release 1:July 1, 1994 Release 27:June 10, 2000

Huh? Loose Coupling Decomposed (Non-Monolithic) Software Suites Best of Breed ‘Services’ Non-Proprietary Software Solutions ?? Value Propo$ition$ ??

“Community source describes a model for the purposeful coordinating of work in a community. It is based on many of the principles of open source development efforts, but community source efforts rely more explicitly on defined roles, responsibilities, and funded commitments by community members than some open source development models.” …. from Community Source Projects Context

“Community source describes a model for the purposeful coordinating of work in a community. It is based on many of the principles of open source development efforts, but community source efforts rely more explicitly on defined roles, responsibilities, and funded commitments by community members than some open source development models.” …. from Community Source Projects Context

KFS Community Source Comprehensive –Any Carnegie Class institution; Community College to R1 –e.g. Indiana University 2 R1 campuses 6 smaller campuses Internal Controls Context

How is Kuali Similar to or Different From Other Higher Education Software? By, Of and For Higher Education; –Will not work well in private sector –User centric Source code is available: –No license fee; –Perpetual license; –Change as you see fit; –Can share openly with others;

KFS Founding Partners Started with Six Institutional Founding Partners NACUBO and The rSmart Group are Founding Partners On 7/8/06, a new Investing Partner joined Context

Governance KFS Board –Voting member from each Institution –NACUBO and r-smart –Chair from Indiana –Extended Board Project Manager –Developers from each Institution Functional Council –Members from each Institution –NACUBO and The r-Smart Group –Subcommittees Continuity

Governance/cont’d Kuali Foundation –Ongoing governance –Supports other Kuali initiatives Kuali Partners Program ( –Membership based –Commercial Affiliates Continuity

Kuali Financial System Phase I Deliverables (Oct 2006)  Chart of Accounts Financial Transactions/General Ledger Kuali Nervous System (KNS) Kuali Enterprise Workflow (KEW) Phase IIA Deliverables (July/September 2007) Accounts Payable/Purchasing Budget Construction Labor Ledger Research Administration/Grants & Contracts Phase IIB Deliverables (April/June 2008) Accounts Receivable Capital Assets Management System

Kuali Financial System Release Schedule

Questions?