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Kuali Financial Systems Update
Kuali Board of Directors
10/19/05
Kuali Suite
Rosen Centre Salon 5
Indiana University
Barry Walsh
“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 www.sakaiproject.org
Community Source Projects
“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 www.sakaiproject.org
Community Source Projects
Indiana: Enterprise Systems…today
Vended
• Student (PSFT)• HR/Payroll (PSFT)• Room Sched (Ad
Astra)• Physical Plant
(MMS)• Imaging (OnBase)
Home grown
• Course Management
• Financials• Portal• Workflow• Decision Support• Research Admin
Enterprise Systems…future
Vended• Student (PSFT)• HR/Payroll (PSFT)• Room Sched (Ad
Astra)• Physical Plant
(MMS)
Community Source• E-Portfolio (OSP)• Course Management
(Sakai)• Financials (Kuali)• Research (Kuali)• Workflow (Kuali)• Portal (u-Portal)• Decision Support?• Imaging? (Fedora)
It’s not about religion.
Future?
General Ledger
Chart of AccountsGrants Management
Accounts ReceivablePurchasing/AP
Capital Assets
WorkflowBudget Construction
Today’s Integrated Financial Suite
Standards BasedCore Technologies
Modular
SOA
Software Sourcing Options…
Risks
Benefits
•Control of destiny•Leverage of $$•Ecology of innovation•By, For and Of HE •???
1970-80s 1990 2000
Build Build orBuy
Build,Buy, or
2010
“Borrow”
University of Hawaii
David Lassner
Current Financial Management Information System (FMIS)
• Vintage 90s System– Mainframe / Adabas / Natural product orphaned by vendor– Substantial experience at self-maintenance including Y2K,
GASB & web enablement– IBM dropped software support for our 1999 server
• Business Process Council tasked to recommend future of FMIS– Commercial options not favored
• Too expensive, too risky, too painful, won’t meet our needs, will spend all our effort implementing rather than on customers…
– Community/open source identified as desired future– So: hang in with FMIS on new mainframe
• Recommendation accepted by Administration and Board
Readiness for Kuali @ Hawaii
• Years of experience maintaining our current FMIS– Y2K– GASB– Web-enablement– Financial Datamart
• Early embrace of Java for administrative system development
• Tradition of adopting standards rather than products• Institutional experience that vendors are
not always “the answer”…
Hawaii experiences with administrative system vendors:1) We don’t support that product anymore; Buy our new one.2) We don’t do that any more; We’re in another business.3) We don’t do that any more; We’re in another business.4) Oh, that promise? Maybe later.5) New contract time; Let’s raise your maintenance fee 90%.
P.S. want Y2K insurance?5) Y2K? That’ll be half a million. Why? Because you’re our
last customer and we can make your system stop.6) We share your vision, Let’s partner. Dot.Bomb.7) We don’t like your contract any more; Let’s raise your
license fee 400% this year.
Risk is Relative
With Kuali, we promise to find new problems.
San Joaquin Delta College
• Large California Community College• Located in Stockton California• Agriculture area and Bedroom community for
Silicon Valley and Bay Area• Diverse students• Mix of vocational and transfer students• Silicon Valley Burnout
Delta College - Current Systems
Student Information System•System 2000•Developed In-house•Object Oriented - Smalltalk•Oracle Database•Client Server•11 Years old
Financial System•Oracle Financial•8 Years Old•Clunky
Human Resources and Payroll•System 2000•Home Grown
How Delta Became Involved with Kuali • New Leadership• Delta needs system security• Open source conference• Development reputation• Mutual interviews• Ability to make commitment - $500K• Decisive Leadership
Why Kuali is Right for Delta College• Uses our development expertise• Control our own destiny• Ability to integrate with other systems• On a modern development platform• Equal partner in all facets• Elegant solution• Security = vendor independence• Chance to give to other Community
Colleges
Delta College - Future Systems
Student Information System•Community Source
Financial System•Kuali - Community Source
Human Resources and Payroll•Commercial Package
University of Arizona
Charles Ingram
The University of Arizona®
EDUCAUSE 2005
Charles IngramAssistant Vice President, Financial Services
Why Kuali Makes Sense For UsWhy Kuali Makes Sense For Us
Our ERP Situation Our ERP Situation In process of replacing our student system 30 Year old HR/Payroll system Our financial system was purchased in the 80’s
– It was “Quite the System”– State of the Art– Real time data – even if the next day we were flying– No longer relying on microfiche
Now we have an aging financial system and a replacement is at least 10 years away– Trying to compensate with writing front ends – Not taking advantage of all the new technology – Demands for improvements are increasing
WorkflowWorkflow
Our campus business officers identified workflow as their priority #1 to alleviate the most issues.
We analyzed the options to address workflow needs: – Buy it Off the Shelf - $1M plus– Build it ourselves – time, resources and fiscal
concerns made this unattractive
Budget constraints require us to be more efficient with business practices
A New Way A New Way
Today, in the higher education industry, we collectively put an enormous stream of money into software through:– Solo investments (we build it) – Commercial vendors creating products to license (we
buy it)– Combination of both (development partnerships)
The University of Arizona has done it all – it’s been painful
Definition of insanity: Doing the same thing and expecting different results
High Potential ReturnHigh Potential Return Minimal Upfront Risk Minimal Upfront Risk
No immediate large $$$ or personnel commitment to implementation
Small investment for access to a complete system - price tag on a financial system replacement was likely over $20M
We are not reinventing the wheel Knowledge transfer/best practices to working team For higher ed, written by higher ed – we know our
business Opportunity for input to the system
Proven Software and MethodsProven Software and Methods
We are not reinventing the wheel - FIS has been in use for over 10 years at Indiana University
Indiana University is regarded as a leader in fiscal administration
Strong project structure– Business model partnership (SAKAI)– Project Manager– Functional Council– Architecture Council
We were concerned about consensus amongst schools could be reached
Key Issues were agreed upon early – scope control, project structure and management
Michigan State University
Bruce Alexander
MSU FIS/HRIS Project
• FIS/HRIS Project– Replacing a “legacy patchwork” of financial and
human resources systems
• MSU’s Architectural Direction:– Avoid monolithic ERP software– “Component Approach” to applications
• Blending components that offer best overall fit to MSU
– Integrate with middleware– Base on common Identity Management,
Authentication, and Security services
Why is MSU Interested in Kuali?
• Development in a Community Process– “Of, By and For Higher Ed”
• Based on a proven functional model• Transparency in development practices
– Data model and architecture– Coding and testing
• “Plays well with others” – built with integration in mind
• More predictable cost of ownership
October 19, 2005 October 19, 2005
Joanne DeStefano, VP Financial AffairsJoanne DeStefano, VP Financial Affairs
Cornell UniversityCornell University
Unique Private University
NYS land grant institution Seven endowed colleges Medical college in NYC and Qatar Four colleges managed under contract
with the State University of New York One experiment station Eight subsidiaries
Community Source?
How in the world can six schools agree on a system design?
Can a private university participate with a group of public schools?
Who makes decisions? Are we crazy?
Why Kuali for Cornell?
Flexible chart-of-accounts Labor distribution adjustment process Budget and accounting data
integrated Designed for distributed access Enables “soft” commitments All based on sophisticated workflow
tool
Benefits to Cornell
Workflow: an enterprise solution Learning how to do business
differently Campus is ready for a non-ERP
solution IU system designed with
PeopleSoft interfaces Community source consistent with
higher education culture
