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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 - PowerPoint PPT Presentation
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The Road Chosen - Strategies and Approaches for Kuali Financial System Implementation and
Integration
Joanne DeStafano, Cornell UniversityLee Belarmino, San Joaquin Delta College
Eric Letsinger, IBMMark Olson, IBM
Kuali Days VI - May 13, 2008
Session Overview
• Introductions
• Eric Letsinger, IBM
• Joannne DeStefano, Cornell University
• Lee Belarmino, San Joaquin Delta College
• General Discussion of Implementation and Integration Issues
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…
Implementation: on the PLUS side…
• 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 MINUS side…
• 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
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
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
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
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
Delta CollegeLocated Stockton, California
Basic 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
Delta College Legacy Systems
Learning Management eCollege, Etudes
Financials Oracle
HR & Payroll System 2000
SIS Homegrown System 2000
Future Delta College
Systems
Delta College/rSmart Partnership
Project Organization Leadership Analysis Development Implement Training Other
Kuali Financial √ √ √ √ √ √
Kuali Student √ √ √ √ √
uPortal (Unicom) √ √ √ √ √ √
Human Resource √
Kuali Workflow √ √ √ √ √
Payroll √ √ √ √
Sakai (etudes NG) √ √ √ √
√ = rSmart Assistance
GetGetFired Up!Fired Up!
“Catch on fire with enthusiasm and people will come from miles to
watch you burn.” John Wesley
Implementation: Summary
• New implementation models emerging
• No “one size fits all”
• There are more and more travelers on the road….
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 [email protected]