1. Beginning the Journey Early Steps on the Road to Community Source Kuali Days, Nov. 14, 2007 Tempe, AZ IBM, Colorado State University, and Boston University

2. Beginning the Journey Welcome/Introductions IBM’s Perspective Colorado State University’s Experience Boston University’s Experience Discussion

3. IBM’s Perspective 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 ~15 schools at early exploration stage…here’s what we hear…

4. On the PLUS side… Better fit More control Flexible Chart of Accounts Workflow Avoid risks of corporate shifts Focused community Distributed access Drives opportunity for internal skills upgrade Total cost of ownership Current technology Faster procurement

5. On the MINUS side… Sustainability Unproven Security concerns Budget module lacking Requires new skills acquisition Requires new levels of buy-in System maturity Unfamiliar risk profile Forces best-of-breed approach

6. Colorado State University Experience Case Study

7. Boston University Experience Case Study

8. Discussion Troy Fluharty, CSU Associate Controller, troy.fluharty@colostate.edu troy.fluharty@colostate.edu Jacalyn Reisz, BU Director UIS, jreisz@bu.edu jreisz@bu.edu Mark Olson, IBM Higher Education Lead, maolson@us.ibm.com maolson@us.ibm.com Eric Letsinger, IBM Kuali Practice Lead, Letsinger@us.ibm.com Letsinger@us.ibm.com