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Haverford eKuality Project

Haverford eKuality Project. Replacement of 30-year old Legacy Financial System with State-of-the-Art Open Source Higher Education Financial Management Enterprise System. eKuality – Why ?. Current system (Admin) was custom built 30 years ago Built on old green screen technology

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Haverford eKuality Project

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  1. Haverford eKuality Project Replacement of 30-year old Legacy Financial System with State-of-the-Art Open Source Higher Education Financial Management Enterprise System

  2. eKuality – Why ? • Current system (Admin) was custom built 30 years ago • Built on old green screen technology • No longer meets the College’s financial management, budgeting, or reporting needs • Board of Managers tasked Business Office and IITS to put in a robust financial management and accounting system. • Offers huge operational and reporting benefits to the College

  3. eKuality – What ? Enterprise Software for Higher Education by Higher Education Sustains and evolves Administrative software for Institutions of Higher Education. Open Source – No software licensing or maintenance costs. Not beholden to corporate owners Open Community – Existing members contribute back to all Modular and Scalable – pick and choose the functionality needed.

  4. History of Kuali Launched in 2004 by Indiana University, University of Hawaii, and NACUBO Received funding from Mellon Foundation in 2005 First System Completed was Kuali Financial System (KFS) in 2006 Currently 11 Institutions Using KFS in Production Haverford will be the first small Liberal Arts College running KFS – we will be a leader for many to follow

  5. eKuality Project Details • New Chart of Accounts • Modules • General Ledger • Contracts and Grants • Purchasing and Accounts Payable • Budget Construction • Impact on College Users

  6. eKuality Project Timing • System selection completed last summer – unanimous choice • Project started in September, 2011 • Project Planning Phase Completed Nov. 23 • Project Implementation Phase began last week • Training for all users in June, 2012 • Project Go-Live planned for July, 2012 • Includes Chart, G/L, Grants, Purchasing, A/P • Budget Construction Go Live in Fall 2012

  7. eKuality Project Team Executive Sponsor – Mike Casel Project Managers – Spencer Golden & Kathi Ruffin Project Team Members – Business Office staff, IITS staff, Purchasing Office staff Subject Matter Experts – from across campus Implementation Partner – Navigator

  8. Questions ? 12/5/11 8

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