kuali financial systems november, 2006 tucson
TRANSCRIPT
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Context
Continuity
Construct
Kuali Financial Systems(KFS)
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MySQL; Ingres; PostgresMySQL; Ingres; Postgres
FreeBSD;Linux;FreeBSD;Linux;
Why Would a Trend Stop Short?
MVS, Solaris, DEC, XPMVS, Solaris, DEC, XP
DB2, Oracle, SQLServerDB2, Oracle, SQLServer
Apache; Tomcat; ZopeApache; Tomcat; ZopeWebSphere; BEA; OracleWebSphere; BEA; Oracle
Moodle; Sakai; KualiMoodle; Sakai; KualiSAP; PSFT/Oracle; SCT; BlackboardSAP; PSFT/Oracle; SCT; Blackboard
???
Historical Trends with Open Source
Operating SystemsOperating Systems
DBMSDBMS
Web/Application ServersWeb/Application Servers
ApplicationsApplications
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IU FIS
Current Release: 47.1 July 15, 2006
How many 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-etc.
2!!!Release 1: July 1, 1994
Release 27: June 10, 2000
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Huh?
Loose Coupling
Decomposed (Non-Monolithic) Software Suites
Best of Breed ‘Services’
Non-ProprietarySoftware Solutions
?? Value Propo$ition$ ??
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“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
Community Source Projects
Context
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“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
Community Source Projects
Context
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KFS
• Community Source• Comprehensive
– Any Carnegie Class institution; Community College to R1
– e.g. Indiana University• 2 R1 campuses• 6 smaller campuses
• Internal Controls
Context
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KFS Founding Partners
• Started with Six Institutional Founding Partners
• NACUBO and The rSmart Group are Founding Partners
On 7/8/06, a newInvesting Partner joined
Context
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Phase I
Chart of AccountsGeneral LedgerAccounting e-DocsDisbursement VoucherOn-line balance inquiriesKuali Enterprise Workflow (KEW)Basic reports
Phase II
Labor DistributionBudget ConstructionContracts & Grants (pre and post award)Capital AssetsAccounts ReceivableFDRS (Decision Support)*PurchasingAccounts PayableEndowment
IU infrastructure elements that are also available:Portal Framework*IUIE (Decision Support)*
*Optional
Proposed KFS ScopeConstruct
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What’s not Included?
• Applications where each institution may have very specific policies and needs or an existing solution:– Decision Support Environment– Security Structure– Cash Disbursement Configuration,
i.e. “Check writers”
Construct
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What is it all about?
New SystemDesign ?
Existing Financial System
RefactorThe
Technology
Limited Enhancements
Defined byFunctional
Council
Construct
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KFS Features
• Modular Design• Scalability• Distributed Access• Flexible Chart of Accounts• Robust Workflow Engine
Construct
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Modular Design
E-Forms
KFS ‘Transaction Engine’--Workflow; Portal
Chart of Accounts
-General Ledger
• Reports• Data
Decision Support
System and adhocQueries and Reports
“External” feedsPayrollStudents ReceivablePhysical PlantLibrary fines etc.
Construct
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Modular Design
• Clean “handshakes” between modules• Can implement some or all of the
modules– Capital Assets module may be more than
is needed for schools with limited research activity
– The Endowment module may be attractive for schools running other financial systems
Construct
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Scalability
• No limit to the number of– Users– Accounts– Data values– Transactions– Custom Attributes
• e.g. IU campuses
Construct
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Distributed Access
• Department personnel initiate transactions from their desktop web browser – the software is not installed on their machines
• Initiator receives immediate feedback on the validity of the transaction – both valid data and compliance with business rules
• Past transactions can be retrieved and reversed or “templated”
• Transaction data can up uploaded from spreadsheets
Construct
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Benefits for a Controller/CFO
• Chart of Accounts is custom made for higher education– Function Codes– Fund Groups– Restriction status
• Includes functionality missing in many vended packages:– Encumbrances– Carry forwards and reversions– Special attributes/functionality for programs and
appropriations– Fiscal year to date and project year to date balances
• System is scaleable for the level of complexity required by individual institutions
Construct
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• Workflow allows for individual school/department/campus set up for approvals/fyi
• Business rule configuration allows for enhanced internal controls
• KFS product will include tools for effective financial management– Template of core financial policies– Training Series module for fiscal
officers
Benefits for a Controller/CFO cont’d
Construct
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Governance
• 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
Continuity
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• Kuali Foundation– Ongoing governance– Supports other Kuali initiatives
• Kuali Partners Program (www.kuali.org)– Membership based – Commercial Affiliates
Governance/cont’dContinuity
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KFS Next Steps
• Phase II a and b
• CA’s…possible implementers
• KFS “Test Drive”– http://kualitestdrive.org/
Continuity
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Questions?