Executive Overview Ailish Byrne

Kuali Financials Executive Overview Ailish Byrne Financials Product Manager, Kuali

Customers & Design Partners

2

The Team

Ailish

Barb

Bryan

Heather

James

Kevin

Kymber

Nic

Jay

Ailish

Barb

Brandon

Bryan

John

Travis

Heather

James

Derrick

Matt

Kevin

Tadd

Kymber

Where We Excel

★ Strong Community ★ Comprehensive & Mature ★ Ease / Reduced Cost Of Audits ★ Robust Chart of Accounts ★ Self-Balancing Design ★ Native Fund-Based Accounting ★ Post-Award Functionality 55

Things To Improve

➚ Configurability / Extensibility ➚ User Experience ➚ Absence of Analytics

66

Progress Last Quarter

77

This Quarter (Oct-Dec 2015) ■ Overall Look & Feel Tune-up (Activities) ■ Analytics ■ Income Statement ■ Balance Sheet ■ Monthly Transaction Detail ■ Annual Budget to Actuals + Encumbrances

15

Next 12 Months ●

Procurement User Experience

●

Contracts & Grants Billing Integration

●

Additional Dashboard Widgets

●

Check Reconciliation

●

Additional Reports

●

Labor Benefits Calculation

●

Code-free Custom Fields

●

Salary Encumbrance Calculation

●

Code-free Batch Scheduling

●

Performance Improvements

16

17 17