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Kuali Days VII ~ Newport Beach, CA ~ Nov. 18-19
financial system research administration student rice infrastructure
Migration Strategies
From Legacy to KFS
Wednesday, November 19th, 1:00 — 2:00pm
Presented by: University of Southern California
University of Arizona
VivanTech
Slide 1
Kuali Days VII ~ Newport Beach, CA ~ Nov. 18-19
financial system research administration student rice infrastructure
Software Development and Consulting Services
US company — HQ in San Diego, CAOnshore developers and project managersOffshore Development Center — India
Core Strengths:
Financial system development & migrations
General Java programming
Kuali Commercial Affiliate
VivanTech Summary
Slide 2
Kuali Days VII ~ Newport Beach, CA ~ Nov. 18-19
financial system research administration student rice infrastructure
Migration Strategy
Project Planning and Scheduling
Java development (new KFS 3.0 feature)
Augmentation of the USC KFS team
VivanTech’s KFS Work
Project Planning & Scheduling Consultation
Slide 3
Kuali Days VII ~ Newport Beach, CA ~ Nov. 18-19
financial system research administration student rice infrastructure
Private; Research 1
Statistics 33K students $430 M research $1.8 B expenditures
Kuali InvolvementKuali Financial — Spring ’07 Founding partner
Kuali Student
Land Grant, Research I
Statistics 35K students $500 M research 1.5 B expenditures
Kuali Involvement Founding Partner
Kuali FinancialKuali Research
USC & UA Summary
Slide 4
Kuali Days VII ~ Newport Beach, CA ~ Nov. 18-19
financial system research administration student rice infrastructure
26-year old in-house developed financial system
Technology/PlatformInfobasic - Universe
Financial Record System (FRS) - Information Associates
Technology/PlatformMainframe – Cobol & IDMS
Migration from …
Slide 5
Kuali Days VII ~ Newport Beach, CA ~ Nov. 18-19
financial system research administration student rice infrastructure
525 Functions Analyzed
458 Meet Requirements
23 Need Further Testing
39 Minor KFS Modifications
5 Extensive KFS modifications
200 Central Business Processes
ID’d for documentation & design
Reporting vs. System
6 – 10 KFS mods
Extended attributes 2 new eDocs
Gap Analysis
Slide 6
Kuali Days VII ~ Newport Beach, CA ~ Nov. 18-19
financial system research administration student rice infrastructure
47 Modules / Systems
84 Interfaces —
12 Large effort - 1,200 hrs
17 Medium effort - 350 hrs
55 Small effort - 75 hrs
Estimated effort - 24,475 hrs
Feeder Systems
Slide 7
Kuali Days VII ~ Newport Beach, CA ~ Nov. 18-19
financial system research administration student rice infrastructure
Team Size at Peak: 88
Details —
57 technical
14 management - pm - lead
17 non-technical
Team Size at Peak: 30
Details —
10 technical (including BI)
4 management – pm - lead
16 functional
60 testers - supplemental
Skill Sets
Slide 8
Kuali Days VII ~ Newport Beach, CA ~ Nov. 18-19
financial system research administration student rice infrastructure
Assumptions —
Freezing of existing systems
Staff augmentation Project structuring & automation Data migration Interfaces QA & Testing
Assumptions —
Freezing of existing systems
Vanilla implementation
Staff augmentation Project management Data migration
Budget
Slide 9
Kuali Days VII ~ Newport Beach, CA ~ Nov. 18-19
financial system research administration student rice infrastructure
Phased Migration
Existing system is complex
Cannot freeze immediately
Many feeder systems
Team is implementing KFS CAMS and KEW Long-term objective: Kuali as
standard development platform
Light Switch Migration
Primarily paper processes
FRS data similar to KFS
FRS frozen
Sandbox proof of concept
3 years Kuali Involvement
Conversion
Slide 10
Kuali Days VII ~ Newport Beach, CA ~ Nov. 18-19
financial system research administration student rice infrastructure
900+ Activities in MS Project
Duration: 35 Months
Official kick-off: 01/ 2009
500+ Activities in MS Project
Duration: 12 months
Official kick-off:10/22/2008
Schedule
Slide 11
Kuali Days VII ~ Newport Beach, CA ~ Nov. 18-19
financial system research administration student rice infrastructure
Community Involvement& Responsibilities
Kuali Financial Steering Committee
Numerous community forums, briefings and demonstrations
Functional work groups with multiple input/feedback channels
Community Involvement & Responsibilities
Business process owners
Business process advisors
Testing team (60+)
Training Director
Communication Director
Community
Slide 12
Kuali Days VII ~ Newport Beach, CA ~ Nov. 18-19
financial system research administration student rice infrastructure
Functional Field Description
Slide 13
Kuali Days VII ~ Newport Beach, CA ~ Nov. 18-19
financial system research administration student rice infrastructure
Summary
Slide 14
1. Limited Experience = Get Help
2. Start Your Planning Activities Early
3. Form a Kuali Planning Team
4. Get Your User Community Involved in Planning Activities
Limited Experience = Get Help
Start Your Planning Activities Early
Form a Kuali Planning Team
Get Your User Community Involved in Planning Activities