Lynn Johnson, Colorado State University Kymber Horn, Kuali Financials
History, Progress and Future Lynn Johnson, Colorado State University Kymber Horn, Kuali Financials
Agenda History
Progress Future Questions
2
History
3
History – 2005 Kuali Financials takes off Kuali Financials – the first Kuali application
Based on Indiana University’s Financial Information System (FIS) NACUBO sanctioned and represented Developed by several different classes of Carnegie institutions Higher Education Accounting focused Cost Share, Indirect Cost Recovery, Effort Certification, Project Year balances Higher Ed Function Codes Encumbrances
Fund Group specific rules
4
History – Kuali Grows Research – based on MITs Coeus
Student OLE Ready
Human Resources Kuali Foundation was formed Coordination was a challenge
5
History – Successful Implementations 19 known implementations
2 international most have undergone at least one upgrade The same changes were being made by each school individually
Several schools had created situations that were not conducive to upgrades Started to understand the price that comes with maintaining code changes
6
History-Common Baseline What were the problems?
Schools were fixing the same bugs Schools were making the same customizations Upgrades were painful and costly
No one was on the same code base Too long between releases Too hard to contribute
Difficult to assure quality Could we get back to base?
7
History–2015 Kuali company is formed Sustaining partners pool resources to become a customer of the Kuali company
Priorities established for the Financials Product Team: Common Baseline User Experience Reporting
8
Progress
9
Progress – Customer Advisory Group All Kuali customers represented
Members of this group: Are familiar with the software Work with it daily
Know what their institutions need Provide input on missing functionality Provide feedback on work in progress
10
Progress – Common Baseline Catalogue of Customizations
Identified themes Identified priorities based on number of customizations within the themes Configurable Portal Custom Fields without Code Configurable Workflow Batch scheduling
11
Progress – Kuali Financials Team
Ailish
Barb
Bryan
Heather
James
Kevin
Kymber
12
Jay
Ailish
Nic
Barb
Bryan
Heather
John Brandon
Travis
Matt
James
Derrick
Kevin
Kymber
Tadd
Progress – Financials Portal Redesign Interviewed 200 people from 13 customers Developed Brand-able, customer and user configurable dashboard
14
Demo
15
Future
16
Future – Next 12 months Overall Look & Feel Tune-up (end of year)
Contracts & Grants Billing for Kuali Research Dashboard Widgets E.g. Orders, Trips, Account Balances, Favorites Procurement User Experience Canned & Ad Hoc Reporting Code-Free Customer Fields Code-Free Batch Scheduling
Check Reconciliation Labor Benefits and Salary Encumbrance Calculations Performance Improvements
17
Questions
18
Agenda History
Progress Future Questions
2
History
3
History – 2005 Kuali Financials takes off Kuali Financials – the first Kuali application
Based on Indiana University’s Financial Information System (FIS) NACUBO sanctioned and represented Developed by several different classes of Carnegie institutions Higher Education Accounting focused Cost Share, Indirect Cost Recovery, Effort Certification, Project Year balances Higher Ed Function Codes Encumbrances
Fund Group specific rules
4
History – Kuali Grows Research – based on MITs Coeus
Student OLE Ready
Human Resources Kuali Foundation was formed Coordination was a challenge
5
History – Successful Implementations 19 known implementations
2 international most have undergone at least one upgrade The same changes were being made by each school individually
Several schools had created situations that were not conducive to upgrades Started to understand the price that comes with maintaining code changes
6
History-Common Baseline What were the problems?
Schools were fixing the same bugs Schools were making the same customizations Upgrades were painful and costly
No one was on the same code base Too long between releases Too hard to contribute
Difficult to assure quality Could we get back to base?
7
History–2015 Kuali company is formed Sustaining partners pool resources to become a customer of the Kuali company
Priorities established for the Financials Product Team: Common Baseline User Experience Reporting
8
Progress
9
Progress – Customer Advisory Group All Kuali customers represented
Members of this group: Are familiar with the software Work with it daily
Know what their institutions need Provide input on missing functionality Provide feedback on work in progress
10
Progress – Common Baseline Catalogue of Customizations
Identified themes Identified priorities based on number of customizations within the themes Configurable Portal Custom Fields without Code Configurable Workflow Batch scheduling
11
Progress – Kuali Financials Team
Ailish
Barb
Bryan
Heather
James
Kevin
Kymber
12
Jay
Ailish
Nic
Barb
Bryan
Heather
John Brandon
Travis
Matt
James
Derrick
Kevin
Kymber
Tadd
Progress – Financials Portal Redesign Interviewed 200 people from 13 customers Developed Brand-able, customer and user configurable dashboard
14
Demo
15
Future
16
Future – Next 12 months Overall Look & Feel Tune-up (end of year)
Contracts & Grants Billing for Kuali Research Dashboard Widgets E.g. Orders, Trips, Account Balances, Favorites Procurement User Experience Canned & Ad Hoc Reporting Code-Free Customer Fields Code-Free Batch Scheduling
Check Reconciliation Labor Benefits and Salary Encumbrance Calculations Performance Improvements
17
Questions
18
