1. Kuali Days VII ~ Newport Beach, CA ~ Nov. 18-19 financial systemresearch administrationstudentrice infrastructure Migration Strategies From Legacy to KFS Wednesday, November 19th, 1:00 — 2:00pm Presented by: University of Southern California University of Arizona VivanTech Slide 1

2. Kuali Days VII ~ Newport Beach, CA ~ Nov. 18-19 financial systemresearch administrationstudentrice infrastructure  Software Development and Consulting Services  US company — HQ in San Diego, CA Onshore developers and project managers Offshore Development Center — India  Core Strengths: Financial system development & migrations General Java programming  Kuali Commercial Affiliate VivanTech Summary Slide 2

3. Kuali Days VII ~ Newport Beach, CA ~ Nov. 18-19 financial systemresearch administrationstudentrice infrastructure  Migration Strategy  Project Planning and Scheduling  Java development (new KFS 3.0 feature)  Augmentation of the USC KFS team VivanTech’s KFS Work  Project Planning & Scheduling Consultation Slide 3

4. Kuali Days VII ~ Newport Beach, CA ~ Nov. 18-19 financial systemresearch administrationstudentrice infrastructure  Private; Research 1  Statistics 33K students $430 M research $1.8 B expenditures  Kuali Involvement Kuali Financial — Spring ’07 Founding partner Kuali Student  Land Grant, Research I  Statistics 35K students $500 M research 1.5 B expenditures  Kuali Involvement Founding Partner Kuali Financial Kuali Research USC & UA Summary Slide 4

5. Kuali Days VII ~ Newport Beach, CA ~ Nov. 18-19 financial systemresearch administrationstudentrice infrastructure  26-year old in-house developed financial system  Technology/Platform Infobasic - Universe  Financial Record System (FRS) - Information Associates  Technology/Platform Mainframe – Cobol & IDMS Migration from … Slide 5

6. Kuali Days VII ~ Newport Beach, CA ~ Nov. 18-19 financial systemresearch administrationstudentrice infrastructure 525 Functions Analyzed  458 Meet Requirements  23 Need Further Testing  39 Minor KFS Modifications  5 Extensive KFS modifications 200 C entral B usiness P rocesses  ID’d for documentation & design  Reporting vs. System  6 – 10 KFS mods Extended attributes 2 new eDocs Gap Analysis Slide 6

7. Kuali Days VII ~ Newport Beach, CA ~ Nov. 18-19 financial systemresearch administrationstudentrice infrastructure 47 Modules / Systems 84 Interfaces —  12 Large effort - 1,200 hrs  17 Medium effort - 350 hrs  55 Small effort - 75 hrs  Estimated effort - 24,475 hrs 6-10 KFS Modules / Systems 41 Interfaces - Inbound  1 large effort (Payroll)  7 medium effort  26 small effort  7 to be absorbed  Estimated effort – 2500 hrs Feeder Systems Slide 7

8. Kuali Days VII ~ Newport Beach, CA ~ Nov. 18-19 financial systemresearch administrationstudentrice infrastructure Team Size at Peak: 88 Details —  57 technical  14 management - pm - lead  17 non-technical Team Size at Peak:30 Details —  10 technical (including BI)  4 management – pm - lead  16 functional  60 testers - supplemental Skill Sets Slide 8

9. Kuali Days VII ~ Newport Beach, CA ~ Nov. 18-19 financial systemresearch administrationstudentrice infrastructure Assumptions —  Freezing of existing systems  Staff augmentation Project structuring & automation Data migration Interfaces QA & Testing Assumptions —  Freezing of existing systems  Vanilla implementation  Staff augmentation Project management Data migration Budget Slide 9

10. Kuali Days VII ~ Newport Beach, CA ~ Nov. 18-19 financial systemresearch administrationstudentrice infrastructure Phased Migration  Existing system is complex  Cannot freeze immediately  Many feeder systems  Team is implementing KFS CAMS and KEW Long-term objective: Kuali as standard development platform Light Switch Migration  Primarily paper processes  FRS data similar to KFS  FRS frozen  Sandbox proof of concept  3 years Kuali Involvement Conversion Slide 10

11. Kuali Days VII ~ Newport Beach, CA ~ Nov. 18-19 financial systemresearch administrationstudentrice infrastructure 900+ Activities in MS Project  Duration:35 Months  Official kick-off: 01/ 2009 500+ Activities in MS Project  Duration:12 months  Official kick-off:10/22/2008 Schedule Slide 11

12. Kuali Days VII ~ Newport Beach, CA ~ Nov. 18-19 financial systemresearch administrationstudentrice infrastructure Community Involvement & Responsibilities  Kuali Financial Steering Committee  Numerous community forums, briefings and demonstrations  Functional work groups with multiple input/feedback channels Community Involvement & Responsibilities  Business process owners  Business process advisors  Testing team (60+)  Training Director  Communication Director Community Slide 12

13. Kuali Days VII ~ Newport Beach, CA ~ Nov. 18-19 financial systemresearch administrationstudentrice infrastructure Functional Field Description Slide 13

14. Kuali Days VII ~ Newport Beach, CA ~ Nov. 18-19 financial systemresearch administrationstudentrice infrastructure Summary Slide 14 1. Limited Experience = Get Help 2. Start Your Planning Activities Early 3. Form a Kuali Planning Team 4. Get Your User Community Involved in Planning Activities Limited Experience = Get Help S tart Your Planning Activities Early Form a Kuali Planning Team Get Your User Community Involved in Planning Activities

15. Kuali Days VII ~ Newport Beach, CA ~ Nov. 18-19 financial systemresearch administrationstudentrice infrastructure Q & A Slide 15