1. KUALI EVALUATION AND IMPLEMENTATION John G. Robinson rSmart

2. AFTER TUCSON Where do we go after Kuali Days?

3. On-site Evaluation

4. rSmart KUALIFIER 2007 Guided evaluation from start to finish Initial on-site 3 day visit –Experienced technical and financials systems consultants 2 Consultants on-site for 3 days –Facilitating evaluation plan around your needs rSmart Appliance –On-site with IBM Hardware –On-demand as a hosted solution Six Months of ongoing support –Includes web-based coaching sessions

5. On-site visit Understand your issues for Kuali implementation –Conduct demonstrations –Overview presentations –Facilitate focus groups establishing quick status Present and discuss findings

6. On-site visit Organizational Issues –Organizational structures to implement a new accounting system –Committees to consider for smooth implementation –Full time positions and people to be assigned to the project –Involvement of: Campus departments Focus groups Committees Survey recipients Cross institution communications Executive level

7. On-site visit Budget Issues –Elements of a realistic budget –Consideration for estimating budget

8. On-site visit Information Technology –Documentation for Kuali’s functionality and business rules –Kuali implementation schedule –Anticipated transition of current environment to OS –On-going maintenance resources –Alternatives available to support staff and future issues –Implications of interoperability of Kuali systems and current environment

9. On-site visit General points of interest –Pitfalls to avoid –Ideas for managing a large project while maintaining normal operations –Managing multi-year financial data when it is recorded in two different accounting systems –Ways to organize decision process resulting in quick resolution –Techniques for managing department expectations –Efficient way to assess departmental needs and develop system requirements –How installing modules influences project

10. Support Throughout Conduct webinars using Appliance –Demonstrates key transactions and processes –“Guarantees” thorough evaluation of system Appliance supported/maintained by rSmart –6 months –Support from hardware and OS to KFS –everything in-between

11. KFS Evaluation Appliance Pre-configured Software Stack –Kuali Financials –Enterprise Workflow –Apache Web server –Tomcat App Server –MySQL Database –Red Hat Enterprise Linux Pre-loaded with data for evaluation

12. KFS Evaluation Appliance On-Demand –6 months hosting –Tier 1 data center support –High availability –Data protection On-Premise –IBM system 3650 rack-optimized server –Full software stack configured –Ready to “plug-in”

13. Bradley University Comments regarding early Kuali Kualifier Chuck Ruch - CIO

14. Enterprise Implementation rSmart Support –Technical and functional –24 x 7 self-help portal for OS apps –Documentation, tools to amplify value of supported software –Predictable release schedule, patches, security updates IBM and rSmart Services –Implementation planning –Installation –Integrated services –Training –Conversion support –Backfill support

15. Q & A