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KUALI EVALUATION AND IMPLEMENTATION

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Cross institution communications. Executive level. On-site visit ... Red Hat Enterprise Linux. Pre-loaded with data for evaluation. KFS Evaluation Appliance ... – PowerPoint PPT presentation

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Title: KUALI EVALUATION AND IMPLEMENTATION


1
KUALI EVALUATION AND IMPLEMENTATION
  • John G. Robinson

rSmart
2
AFTER TUCSON
  • Where do we go after Kuali Days?

3
On-site Evaluation
4
rSmart KUALIFIER 2007
  • Guided evaluation from start to finish
  • Initial on-site 3 day visit
  • Experienced technical and financials systems
    consultants
  • 2 Consultants on-site for 3 days
  • Facilitating evaluation plan around your needs
  • rSmart Appliance
  • On-site with IBM Hardware
  • On-demand as a hosted solution
  • Six Months of ongoing support
  • Includes web-based coaching sessions

5
On-site visit
  • Understand your issues for Kuali implementation
  • Conduct demonstrations
  • Overview presentations
  • Facilitate focus groups establishing quick status
  • Present and discuss findings

6
On-site visit
  • Organizational Issues
  • Organizational structures to implement a new
    accounting system
  • Committees to consider for smooth implementation
  • Full time positions and people to be assigned to
    the project
  • Involvement of
  • Campus departments
  • Focus groups
  • Committees
  • Survey recipients
  • Cross institution communications
  • Executive level

7
On-site visit
  • Budget Issues
  • Elements of a realistic budget
  • Consideration for estimating budget

8
On-site visit
  • Information Technology
  • Documentation for Kualis functionality and
    business rules
  • Kuali implementation schedule
  • Anticipated transition of current environment to
    OS
  • On-going maintenance resources
  • Alternatives available to support staff and
    future issues
  • Implications of interoperability of Kuali systems
    and current environment

9
On-site visit
  • General points of interest
  • Pitfalls to avoid
  • Ideas for managing a large project while
    maintaining normal operations
  • Managing multi-year financial data when it is
    recorded in two different accounting systems
  • Ways to organize decision process resulting in
    quick resolution
  • Techniques for managing department expectations
  • Efficient way to assess departmental needs and
    develop system requirements
  • How installing modules influences project

10
Support Throughout
  • Conduct webinars using Appliance
  • Demonstrates key transactions and processes
  • Guarantees thorough evaluation of system
  • Appliance supported/maintained by rSmart
  • 6 months
  • Support from hardware and OS to KFS
  • everything in-between

11
KFS Evaluation Appliance
  • Pre-configured Software Stack
  • Kuali Financials
  • Enterprise Workflow
  • Apache Web server
  • Tomcat App Server
  • MySQL Database
  • Red Hat Enterprise Linux
  • Pre-loaded with data for evaluation

12
KFS Evaluation Appliance
  • On-Demand
  • 6 months hosting
  • Tier 1 data center support
  • High availability
  • Data protection
  • On-Premise
  • IBM system 3650 rack-optimized server
  • Full software stack configured
  • Ready to plug-in

13
Bradley University
  • Comments regarding early Kuali Kualifier
  • Chuck Ruch - CIO

14
Enterprise Implementation
  • rSmart Support
  • Technical and functional
  • 24 x 7 self-help portal for OS apps
  • Documentation, tools to amplify value of
    supported software
  • Predictable release schedule, patches, security
    updates
  • IBM and rSmart Services
  • Implementation planning
  • Installation
  • Integrated services
  • Training
  • Conversion support
  • Backfill support

15
Q A
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