Kuali Research Administration (KRA) Kuali Financial System (KFS) Project Management

1. Kuali Research Administration (KRA)Kuali Financial System (KFS)Project Management Andy Slusar KRA Project Manager Cornell University Jim Thomas KFS Project Manager Indiana University

3. Agenda KRA/KFS Guiding Principles Productivity Tools Collaboration & Communication Project Staffing KRA/KFS Integration Open Source Misconceptions

4. Guiding Principles KFS based on Indiana’s FIS KRA based on MIT’s Coeus Scope Statement is the developments team’s “contract” with functional stakeholders Functional Changes are approved by the respective Functional Council Technical Standards are governed by the Kuali Technical Council (KTC)

5. Guiding Principles Maximize commonality of business practices Make configurable as much as possible given time and resource constraints Burden of proof falls on advocates for change to show benefits exceed costs All changes subject to “The Reality Triangle”

6. The Reality Triangle Scope (KFS Functional Council) Time (Project Mgr) Resources (KFS Board)

7. Collaboration Context

8. Collaboration Tools Project Organization and Coordination Confluence from Atlassian (wiki pages for documentation, collaboration, etc) JIRA from Atlassian (task tracking) Sakai (document sharing, email archive, etc) Omniplan, MS Excel and Project for project plans and Gantt charts Resource planning sheets

9. Collaboration Tools A Walk Through Confluence

10. Collaboration Requirements for success Communications Governance Commitment Respect Trust

11. Community

12. Communication

13. Problems on your project? Who you gonna call?

14. Kuali Man!!

15. Communications Communication Plan Communications Tools Meetings

16. Communication Tools Choose the appropriate medium Face to face Video Conference/Skype Telephone Chat Email

17. Meetings Board Functional Council Technical Council Project Leadership meetings Developer meetings Code Reviews One on ones Face to Face meetings Focus groups Informal

18. Effective Meetings Have an agenda Record Action Items Track and follow up Formation of ad hoc subgroups

19. Project Resources Role definitions Development Team Sourcing Tendered Resources Onshore consulting Offshore consulting Backfill for functional resources Training

20. KRA/KFS Project Differences • Project differences • Coeus relationship vs. IU FIS • Team size/project scope • User community differences • Rice Evolution/Extraction • Tool Differences • KRA Functional Team uses Confluence • KFS Functional Team uses Sakai

21. KRA/KFS Integration Team Define integration points Static Data Person Data Organization Data Internal External Cost Elements Transactional Data Proposals Budgets

22. Open Source Misconceptions • Part time developers • Not industrial strength • Not well tested • Hap-hazard governance • No documentation

23. Kuali Community Source • Full Time Dedicated Development Teams • Dedicated Functional Resources • Built for 24X 7 reliability and built to be scalable for use by the largest institutions • Intensive QA/Testing process • Structured and well documented governance process • Extensive functional and technical documentation • Partner Institutions dedicated to the success of Kuali! • Commercial Affiliates available to provide expertise

24. How are we doing? How will we measure “success”? Are we delivering working code that provides functionality that meets our SMEs expectations? Are we meeting our project deadlines? Do we have successful implementers?

25. Sound like fun? Want to get more involved? Do you have experienced Java Developers? Do you have functional expertise? or Join the Kuali Partners Program (details at http://www.kuali.org/about/partners.shtml)

26. KFS Project Management Questions?