KUALI EVALUATION AND IMPLEMENTATION

John G. RobinsonrSmart

AFTER TUCSON

Where do we go after Kuali Days?

On-site Evaluation

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

On-site visit

• Understand your issues for Kuali implementation– Conduct demonstrations– Overview presentations– Facilitate focus groups establishing quick

status

• Present and discuss findings

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

On-site visit

• Budget Issues– Elements of a realistic budget– Consideration for estimating budget

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

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

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

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

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”

Bradley University

• Comments regarding early Kuali Kualifier

• Chuck Ruch - CIO

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

Q & A