Presented by Brian D. Voss, Vice President and Chief Information Officer at the University of Maryland at the Kuali Days UK conference, 29 October 2013.

1. Keep Your Money in Your Mission
Teaching. Learning. Research.

2. What Would You Do
With $83-Million?

3. At the University of Maryland ….
• A:
Go with a commercial package (SAP) to replace
legacy COBOL systems, as one of our CIC colleagues did
…
• B: Upgrade a ~$100-million installation of Peoplesoft
from the 1990s, as another of our CIC colleagues plans to
do …
• C: Add another $80 million and seek to implement the
PeopleSoft suite from scratch as another large, public,
flagship research university “out West” is doing …
Division of Information Technology

4. Or … D: Be smart! Implement Kuali
… And use the savings to:
• Buy a Building & establish MarylandCyberPlaza AND …
• Buy a supercomputer (~200+Tflops/>6500 cores + 1PB storage
and equip a Visualization facility) and fund its next three life-cycle
upgrades AND …
• Provide staffing support for those resources for 5 years AND …
• Add staff (for 5 years) to an improved Center for Teaching
Excellence to support the increase in blended and online learning
including 'buy-out' for approximately 200 course loads for faculty
AND …
• Have money left over to build a credible data warehouse with
new analytical tools!
Division of Information Technology

5. Kuali Software
More
Keep Your Money in Your Mission
Research
&
Innovation
Fewer
Yachts
Scholarships
Graduates
Faculty
Billionaireowned
Tropical
Islands
Division of Information Technology

6. Keeping Their Money In Their Mission

7. Keeping Their Money in Their Mission
11/08/13
7

8. Kuali Foundation At A Glance
▶
70+ member institutions
▶
8 software systems
▶
50+ implementations
▶
$30M organization (net assets)
▶
$100M+ invested in product development
▶
10 commercial affiliates
8

9. What Does Kuali Include?
Student Information System
Kuali Student (KS)
Kuali People Management for the
Enterprise (KPME)
Human Resources And
Payroll
Kuali Open Library Environment (OLE)
Library Management
Research and Grant
Administration
Financial Management
Enterprise Middleware
Kuali Financial System (KFS)
Kuali Rice
Foundation for All Kuali Applications
9

10. Why You Should Care
▶
Customize less
▶
Deploy faster
▶
Adopt easier
▶
Reduce risk and improve success
▶
Save millions
▶
Invest the savings in your mission
10

11. Together We Build Something Better
▶
Higher Ed Best Practices Built-In
– Immediate Alignment to Your Needs
– Customize Less
▶
Built by Higher Ed, for Higher Ed
– Deploy Faster
– Adopt Easier
11

12. You’re In Control
▶
Kuali software cannot be taken away, closed
down, or discontinued as a product line
▶
Product destiny is in your hands and the
hands of your peers
▶
Community collaboration reduces recurring
costs
12

13. Proven and In Production
A Growing Community of Universities, Large and Small
13

14. Engagement with Kuali
Member
Partner
Adopter
14

15. Foundation Member Benefits
▶
Support community source as an option
▶
Ensure control of our own destiny
▶
Guidance to the overall Kuali community
▶
Suggest/choose new projects
▶
Participate in our events, including Kuali Days
▶
Network with like-minded institutions
15

16. Project Partner Benefits
▶
Influence product design
▶
Develop your staff
▶
Get pre-releases of the software
▶
Receive support from the community
16

17. How to Become an Adopter?
▶
Go to www.kuali.org
▶
Download the software
and documentation
▶
Engage a Commercial
Affiliate if needed
17

18. A Short Overview of Each System
Student Information System
Kuali Student (KS)
Kuali People Management for the
Enterprise (KPME)
Human Resources And
Payroll
Kuali Open Library Environment (OLE)
Library Management
Research and Grant
Administration
Financial Management
Enterprise Middleware
Kuali Financial System (KFS)
Kuali Rice
Foundation for All Kuali Applications
18

19. Kuali Rice
Modules
Enterprise Notification
▶
Enterprise Workflow
▶
Enterprise Identity Management
▶
Rapid Application Development
▶
Rules Management System
▶
Service Bus
▶
19

20. Kuali Rice Implementations
20

21. Kuali Financial System (KFS)
Modules
Account Receivable
▶
Budget Construction
▶
Capital Assets
▶
Chart of Accounts
▶
Contracts & Grants
▶
Effort Certification
▶
Endowment Management
▶
General Ledger
▶
Labor Ledger
▶
Purchasing/Accounts Payable
▶
21

22. KFS Implementations
22

23. Kuali Coeus (KC)
Modules
Proposal & Budget Development
▶
Award and Subawards
▶
Conflict of Interest
▶
Grants.gov S2S Submission
▶
IACUC
▶
IRB Human Subjects
▶
Institutional Proposal
▶
Negotiations
▶
Proposal Log
▶
Questionnaire
▶
Report Tracking
▶
23

24. Kuali Coeus Implementations
24

25. Kuali Student
Modules in Development or
Completed
Academic Planning
▶
Student Accounts
▶
Course Offering/ Registration
▶
Curriculum Management
▶
25

26. Kuali People Management
for the Enterprise (KPME)
Modules
Financial System/
▶
Labor Ledger Integration
Time Keeping
▶
Leave Management
▶
26

27. Kuali Open Library Environment (OLE)
Modules
Purchase Item
▶
Check in, Check out,
▶
Request & Renew
Patron Management
▶
27

28. Division of Information
Technology
Kuali In the Broader
Context

29. The Broader Discussion – Administrative
IT
• Across US Higher Ed, >$5 billion will be spent this
decade on Administrative IT (AdminIT)
• Functional obsolescence and loss of vendor support contribute
to the need to replace soon to be 20-year-old systems
• Some institutions (~10%) still have ‘Pre-Y2K systems’ and are
facing catastrophic failures (like UMD)
• There is a focus on “IT Spending” but IT spending is
done in support of functions across the institution –
not just in or for the IT organization
• Change the narrative from “reducing IT costs” to “reducing the
costs of administration and its attendant IT costs”
Division of Information Technology

30. The Broader Discussion – Administrative
IT
• Two factors contribute to the high cost of AdminIT
• Obvious: Vendor costs (The Model)
• Oblique: Costs of modifications/customizations due to
perceived needs for ‘special’ value-adds at each institution
(The Snowflake)
• Critical National Question: How can colleges and
universities find ways to significantly reduce the cost of
administration and the attendant IT spending that supports it?
• Where is the value?
• EDUCAUSE early engagements in this area indicate CIOs feel
it is less in the transaction processing systems and more in
the data and the resulting analysis of that data
• Yet … most of the money is spent in transaction processing!
Division of Information Technology

31. Division of Information
Technology
Kuali @ University of
Maryland

32. Enterprise Modernization – Buy, Borrow,
Build
Grad School
Application
✔
Scheduling &
Degree Audit
PHR-ARS
Integration
Modernization
Student
Financial Aid
✔
KS Curriculum
Management
KS Enrollment 2.0
✔
Undergrad
Application
KS Student
Accounts
Receivable
Kuali
Financials
✔
Commercial/
Purchased (COTS)
KS Enrollment 1.0
Open Source/
Community Source
ELMS
Refresh
2011
2012
2013
Custom
2014
2015
2016
Time
Division of Information Technology
32

33. Why Buy Software You Already Own?