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Joanne DeStafano, Cornell University Lee Belarmino, San Joaquin Delta College Eric Letsinger, IBM

The Road Chosen - Strategies and Approaches for Kuali Financial System Implementation and Integration. Joanne DeStafano, Cornell University Lee Belarmino, San Joaquin Delta College Eric Letsinger, IBM Mark Olson, IBM Kuali Days VI - May 13, 2008. Session Overview. Introductions

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Joanne DeStafano, Cornell University Lee Belarmino, San Joaquin Delta College Eric Letsinger, IBM

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  1. The Road Chosen - Strategies and Approaches for Kuali Financial System Implementation and Integration Joanne DeStafano, Cornell University Lee Belarmino, San Joaquin Delta College Eric Letsinger, IBM Mark Olson, IBM Kuali Days VI - May 13, 2008

  2. Session Overview • Introductions • Eric Letsinger, IBM • Joannne DeStefano, Cornell University • Lee Belarmino, San Joaquin Delta College • General Discussion of Implementation and Integration Issues

  3. IBM Global Business Services • IBM is software agnostic • IBM believes in the promise of open and community source applications and has experience to bring to the table • We recognize the need for schools to move through a rational, disciplined and transparent process before software is selected • ~25 schools at early exploration stage…here’s what we hear…

  4. Better fit More control – includes implementation options Flexible Chart of Accounts Workflow Avoid risks of corporate shifts Focused community Distributed access Drives opportunity for internal skills upgrade Total cost of ownership - uncertainty Current technology Faster procurement Kualifier – test drive option Implementation: on the PLUS side…

  5. Sustainability Unproven – no one has done “it”…yet Security concerns Budget module lacking; Inventory/stores Requires new skills acquisition Sunk investment in vended software may impede transition Requires new levels of buy-in Release maturity Unfamiliar risk profile Forces best-of-breed approach – more integration No one vendor Could require complex project/program management structures Implementation:on the MINUS side…

  6. Cornell a Unique Private University • NYS land grant institution, with experiment station • Seven endowed colleges • Medical college in NYC and Qatar • Four colleges managed under contract with the State University of New York • Eight subsidiaries • 20,000 students • 10,000 faculty and staff • $2.5 billion annual expenses

  7. Reality for Cornell • Started ERP implementations in 1995 • Original budget to implement all five major administration systems was spent on our first installation – HR/Payroll • Completed 2nd system in 2004 • Working on 3rd system – Student; implementation planned for FY08 • Financial systems were scheduled to be the last of the major ERP systems, not on the docket until 2011

  8. Existing Financial System Situation • Online and batch Natural/ADABAS system developed in 1970’s • Data model flaws • System intended for central use only • Forces decisions based on system capabilities not “business” requirements • Poor use of current database technology

  9. Implementation Plan • Utilize university project management office • Finalize new chart structure • Integrate a data delivery plan • Develop CU-KFS project plan • Big bang or phased • Targeted use of external services • Rice, KRA, etc. considerations

  10. Delta CollegeLocated Stockton, CaliforniaBasic Demographics • Single-College District with the main campus providing 165.15 acres • Student headcount in fall 2006 was 20,472, with Internet-based class enrollment at 13% • Student Population consists of 59.9% females and 38.91% males • Population by Ethnicity in 2006: African-American - 10.6%; Asian/Pacific Islander - 20.51%; Hispanic - 26.71%; Other - 10.49%; White - 31.69% • Population by Age Group: 18 or younger – 17.22%; 19 – 13.66%; 20-24 – 30.93%; 25-29 – 12%; 35-39 – 7.6%; 40-49 – 8.37

  11. Delta College Legacy Systems HR & Payroll System 2000 SIS Homegrown System 2000 Financials Oracle Learning Management eCollege, Etudes

  12. Future Delta CollegeSystems

  13. Delta College/rSmart Partnership

  14. GetFired Up! “Catch on fire with enthusiasm and people will come from miles to watch you burn.” John Wesley

  15. Implementation: Summary • New implementation models emerging • No “one size fits all” • There are more and more travelers on the road….

  16. Thank you! For more information about IBM’s participation and support services in the Kuali Community, contact: Mark Olson, IBM Global Business Services 240 396-5410 maolson@us.ibm.com

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