Brian D. Voss - Keep Your Money in Your Mission - Overview of Kuali Foundation Software

Keep Your Money in Your Mission

Teaching. Learning. Research.

What Would You Do With $83-Million?

Division of Information Technology

At the University of Maryland ….

• A: Go with a commercial package (SAP) to replace legacy COBOL systems, as one of our CIC colleagues did …

• B: Upgrade a ~$100-million installation of Peoplesoft from the 1990s, as another of our CIC colleagues plans to do …

• C: Add another $80 million and seek to implement the PeopleSoft suite from scratch as another large, public, flagship research university “out West” is doing …

• Or …


Or … D: Be smart! Implement Kuali

… And use the savings to:• Buy a Building & establish MarylandCyberPlaza AND …• Buy a supercomputer (~200+Tflops/>6500 cores + 1PB storage

and equip a Visualization facility) and fund its next three life-cycle upgrades AND …

• Provide staffing support for those resources for 5 years AND …• Add staff (for 5 years) to an improved Center for Teaching

Excellence to support the increase in blended and online learning including 'buy-out' for approximately 200 course loads for faculty AND …

• Have money left over to build a credible data warehouse with new analytical tools!


Kuali Software

Keep Your Money in Your MissionMore Fewer

Research & Innovation

Faculty

Yachts

Billionaire-ownedTropicalIslands

Graduates

Scholarships

Keeping Their Money In Their Mission

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Keeping Their Money in Their Mission

▶ 70+ member institutions▶ 8 software systems▶ 50+ implementations▶ $30M organization (net assets)▶ $100M+ invested in product development▶ 10 commercial affiliates

Kuali Foundation At A Glance

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What Does Kuali Include?

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Kuali Financial System (KFS)

Kuali Rice Foundation for All Kuali Applications

Financial Management

Research and Grant Administration

Kuali Student (KS)

Kuali People Management for the Enterprise (KPME)

Kuali Open Library Environment (OLE)

Enterprise Middleware

Library Management

Human Resources And Payroll

Student Information System

▶ Customize less▶ Deploy faster▶ Adopt easier▶ Reduce risk and improve success ▶ Save millions▶ Invest the savings in your mission

Why You Should Care

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▶ Higher Ed Best Practices Built-In– Immediate Alignment to Your Needs– Customize Less

▶ Built by Higher Ed, for Higher Ed– Deploy Faster– Adopt Easier

Together We Build Something Better

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▶ Kuali software cannot be taken away, closed

down, or discontinued as a product line▶ Product destiny is in your hands and the

hands of your peers▶ Community collaboration reduces recurring

costs

You’re In Control

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Proven and In ProductionA Growing Community of Universities, Large and Small

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Engagement with Kuali

Member Partner Adopter

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▶ Support community source as an option▶ Ensure control of our own destiny▶ Guidance to the overall Kuali community▶ Suggest/choose new projects▶ Participate in our events, including Kuali Days▶ Network with like-minded institutions

Foundation Member Benefits

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▶ Influence product design▶ Develop your staff▶ Get pre-releases of the software▶ Receive support from the community

Project Partner Benefits

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▶ Go to www.kuali.org▶ Download the software

and documentation▶ Engage a Commercial

Affiliate if needed

How to Become an Adopter?

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http://www.kuali.org/


A Short Overview of Each System

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Kuali Rice Foundation for All Kuali Applications

Financial Management

Research and Grant Administration

Kuali Student (KS)

Kuali People Management for the Enterprise (KPME)


Enterprise Middleware

Library Management

Human Resources And Payroll

Student Information System

Modules▶Enterprise Notification

▶Enterprise Workflow

▶Enterprise Identity Management

▶Rapid Application Development

▶Rules Management System

▶Service Bus

Kuali Rice

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Kuali Rice Implementations

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Modules▶Account Receivable▶Budget Construction▶Capital Assets▶Chart of Accounts▶Contracts & Grants▶Effort Certification▶Endowment Management▶General Ledger▶Labor Ledger▶Purchasing/Accounts Payable


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KFS Implementations

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Modules▶Proposal & Budget Development▶Award and Subawards▶Conflict of Interest▶Grants.gov S2S Submission▶IACUC▶IRB Human Subjects▶Institutional Proposal▶Negotiations▶Proposal Log▶Questionnaire▶Report Tracking

Kuali Coeus (KC)

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Kuali Coeus Implementations

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Kuali Student

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Modules in Development or

Completed▶Academic Planning

▶Student Accounts

▶Course Offering/ Registration

▶Curriculum Management

Kuali People Managementfor the Enterprise (KPME)

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Modules▶Financial System/

Labor Ledger Integration

▶Time Keeping

▶Leave Management


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Modules▶Purchase Item

▶Check in, Check out,

Request & Renew

▶Patron Management


Kuali In the Broader Context


• Across US Higher Ed, >$5 billion will be spent this decade on Administrative IT (AdminIT)• Functional obsolescence and loss of vendor support contribute

to the need to replace soon to be 20-year-old systems• Some institutions (~10%) still have ‘Pre-Y2K systems’ and are

facing catastrophic failures (like UMD)

• There is a focus on “IT Spending” but IT spending is done in support of functions across the institution – not just in or for the IT organization• Change the narrative from “reducing IT costs” to “reducing the

costs of administration and its attendant IT costs”

The Broader Discussion – Administrative IT


• Two factors contribute to the high cost of AdminIT• Obvious: Vendor costs (The Model)• Oblique: Costs of modifications/customizations due to

perceived needs for ‘special’ value-adds at each institution (The Snowflake)

• Critical National Question: How can colleges and universities find ways to significantly reduce the cost of administration and the attendant IT spending that supports it?

• Where is the value? • EDUCAUSE early engagements in this area indicate CIOs feel

it is less in the transaction processing systems and more in the data and the resulting analysis of that data

• Yet … most of the money is spent in transaction processing!

The Broader Discussion – Administrative IT


Kuali @ University of Maryland


Enterprise Modernization – Buy, Borrow, Build

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Mod

erni

zatio

n

Time

2011 20132012 2014 2015 2016

UndergradApplication

Student Financial Aid

KS CurriculumManagement

PHR-ARSIntegration

KualiFinancials

KS Student Accounts

Receivable

KS Enrollment 1.0

KS Enrollment 2.0

Scheduling &Degree Audit

ELMSRefresh

Grad SchoolApplication

Commercial/ Purchased (COTS)

Open Source/Community Source

Custom

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Why Buy Software You Already Own?

Brian D. Voss - Keep Your Money in Your Mission - Overview of Kuali Foundation Software

Education

Transcript of Brian D. Voss - Keep Your Money in Your Mission - Overview of Kuali Foundation Software