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Kuali Financial Systems May, 2007 St. Louis

Kuali Financial Systems May, 2007 St. Louis. http://kuali.org. Kuali Financial Systems (KFS). Context. Construct. Continuity. Why Would a Trend Stop Short?. Historical Trends with Open Source. Applications. Moodle; Sakai; Kuali. SAP; PSFT/Oracle; SCT; Blackboard. ???.

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Kuali Financial Systems May, 2007 St. Louis

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  1. Kuali Financial Systems May, 2007St. Louis http://kuali.org

  2. Kuali Financial Systems(KFS) Context Construct Continuity

  3. Why Would a Trend Stop Short? Historical Trends with Open Source Applications Moodle; Sakai; Kuali SAP; PSFT/Oracle; SCT; Blackboard ??? Web/Application Servers Apache; Tomcat; Zope WebSphere; BEA; Oracle DBMS MySQL; Ingres; Postgres DB2, Oracle, SQLServer Operating Systems FreeBSD;Linux; MVS, Solaris, DEC, XP

  4. IU FIS Current Release: 47.1 July 15, 2006 • 2 of these 47 releases were ‘disruptive’ • shut down of system for extended period (> few hours) • major expense to campus (technical or functional) • major business process changes forced by software • significant retraining of users Release 1: July 1, 1994 Release 27: June 10, 2000

  5. Huh? Decomposed (Non-Monolithic) Software Suites Best of Breed ‘Services’ Non-Proprietary Software Solutions ?? Value Propo$ition$ ?? Loose Coupling

  6. Community Source Projects Context “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

  7. Community Source Projects Context “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

  8. KFS Context • Community Source • Comprehensive • Any Carnegie Class institution; Community College to R1 • e.g. Indiana University • 2 R1 campuses • 6 smaller campuses • Internal Controls

  9. By, Of and For Higher Education; Will not work well in private sector User centric Source code is available: No license fee; Perpetual license; Change as you see fit; Can share openly with others; How is Kuali Similar to or Different From Other Higher Education Software?

  10. Started with Six Institutional Founding Partners NACUBO and The rSmart Group are Founding Partners KFS Founding Partners Context On 7/8/06, a new Investing Partner joined

  11. Governance Continuity • KFS Board • Voting member from each Institution • NACUBO and r-smart • Chair from Indiana • Extended Board • Project Manager • Developers from each Institution • Functional Council • Members from each Institution • NACUBO and The r-Smart Group • Subcommittees

  12. Governance/cont’d Continuity • Kuali Foundation • Ongoing governance • Supports other Kuali initiatives • Kuali Partners Program (www.kuali.org) • Membership based • Commercial Affiliates

  13. Kuali Financial System • Phase I Deliverables (Oct 2006) • Chart of Accounts • Financial Transactions/General Ledger • Kuali Nervous System (KNS) • Kuali Enterprise Workflow (KEW) • Phase IIA Deliverables (July/September 2007) • Accounts Payable/Purchasing • Budget Construction • Labor Ledger • Research Administration/Grants & Contracts • Phase IIB Deliverables (April/June 2008) • Accounts Receivable • Capital Assets Management System

  14. Kuali Financial System Release Schedule

  15. Questions?

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