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Kuali Financial Systems May, 2007 St. Louis http://kuali.org

Kuali Financial Systems May, 2007 St. Louis

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Kuali Financial Systems

May, 2007St. Louis

http://kuali.org

Context

Continuity

Construct

Kuali Financial Systems(KFS)

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

IU FIS

Current Release: 47.1 July 15, 2006

2 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

Release 1: July 1, 1994

Release 27: June 10, 2000

Huh?

Loose Coupling

Decomposed (Non-Monolithic) Software Suites

Best of Breed ‘Services’

Non-ProprietarySoftware Solutions

?? Value Propo$ition$ ??

“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 ProjectsContext

“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 ProjectsContext

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

How is Kuali Similar to or Different From Other Higher Education Software?

• By, Of and For Higher Education;– Will not work well in private sector– User centric

• Source code is available:– No license fee;– Perpetual license;– Change as you see fit;– Can share openly with others;

KFS Founding Partners

• Started with Six Institutional Founding Partners

• NACUBO and The rSmart Group are Founding Partners

On 7/8/06, a new

Investing Partner joined

Context

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

Governance/cont’d

• Kuali Foundation– Ongoing governance– Supports other Kuali initiatives

• Kuali Partners Program (www.kuali.org)– Membership based – Commercial Affiliates

Continuity

Kuali Financial System

• Phase I Deliverables (Oct 2006)• Chart of Accounts• Financial Transactions/General Ledger• Kuali Nervous System (KNS)• Kuali Enterprise Workflow (KEW)

• Phase IIA Deliverables (July/September 2007)• Accounts Payable/Purchasing• Budget Construction• Labor Ledger• Research Administration/Grants & Contracts

• Phase IIB Deliverables (April/June 2008)• Accounts Receivable• Capital Assets Management System

Kuali Financial System Release Schedule

Questions?