The Business Case For Kuali Rice Final
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The Business Case for Kuali Rice
Kuali Rice
Slide 2
Your Presenters
Bill Yock – Vice-Chair, Kuali RiceUniversity of Washington
Tony DiSanza, Innovativ Consulting Partners
Mitch Dysart, Innovativ Consulting Partners
Slide 2
Slide 3
About Innovativ
Innovativ Consulting Partners is one of the leading education consultants in the country.
Our team has been delivering solutions to the Higher Education industry for more than fifteen
years.
We believe Open Source ERP has a place within Higher Education. Open Source solutions can serve as a complement to commercial software that would ultimately allow the organization to realize value
Slide 4
Presentation Purpose
“Doing more with less” has been in our lexicon for several decades. Higher Education is impacted in a very real way. Declining funding from states/donors, endowments and increasing costs have forced Universities to look at all avenues to manage Institutional budgets.
This session will address how Kuali software, and more specifically Kuali Rice, will help an organization realize value, such as:
• Saving Money – avoiding costs, reduction of costs
• Extending legacy applications – commercial or custom-built
• Promote innovation - across the enterprise and within the community
Slide 5
EDUCAUSE Current Issues
All Institutions- Strategic Importance
Strategic Importance
response % rank
Funding IT 55.8% 1
Administrative / ERP / information systems 39.8% 2
Security 33.9% 3
Infrastructure/cyberinfrastructure 26.5% 4
Teaching and learning with technology 26.3% 5
Identity / access management 23.4% 6
Governance, organization, and leadership for IT 22.6% 7
Disaster recovery / business continuity 22.3% 8
Agility/adaptibility/responsiveness 19.0% 9
Learning management systems 18.2% 10
Source 2009 EDUCAUSE Current Issues Survey Results
Slide 6
Single Most Important Issue Facing My University is…
Source: Campus Computing Survey 2008
All
Institutions
Public
Universities
Private
Universities
Public 4-yr
Colleges
Private 4-yr
Colleges
Community
Colleges
Network &
Data Security
(20.3%)
Hiring /
Retaining IT
Staff (29.3%)
Network &
Data Security
(29.9%)
Network &
Data Security
(21.7%)
Network &
Data Security
(19.8%)
Network &
Data Security
(21.3%)
Hiring /
Retaining IT
Staff (16.7%)
Upgrade /
Replace ERP
(17.3%)
Upgrade /
Replace ERP
(15.9%)
Hiring /
Retaining IT
Staff (17.0%)
Hiring /
Retaining IT
Staff and
Instructional
Integration
(tie 13.0 %)
Hiring /
Retaining IT
Staff (16.4%)
Instructional
Integration
(11.9%)
Instructional
Integration
(13.3%)
Instructional
Integration
(13.6%)
Distance Ed /
User Support
/ Instruction
(tie 10.4 %)
User Support
(11.4%)
Slide 7
How can Kuali software address these issues?
• Entry point for software - $0
• Industry-standard skills – thus avoiding niche
specialization
• Maintenance Costs reduced - Zero fees, easier
upgrades
• Peer Support - built by higher education, for higher
education
Slide 8
How has Kuali Rice been used?
Sample of Kuali Rice applications that have been built:
Extending ERP Systems:• Timekeeping system• HR hire, terminate• HR pay raise, additional pay• Travel pre-travel authorizations• Travel reimbursements, etc.• Add/Drop Course • Faculty Annual Reporting• Schedule of Classes • Grade Change • Safeword Card Request• Health Center appointment requests • Data Access Request
Custom-built systems:• Travel systems• Traffic Systems• Inventory Control Workflow• Motor Pool request • College Request for Absence
Service Oriented ArchitectureFlexible IntegrationEnterprise Workflow SolutionsConsistent Identity Management
Slide 9
What is Kuali software?
Kuali Financials
Kuali Coeus(Research Admin)
Kuali Student
Incubating Projects
Kuali HRKuali BI
Kuali Ready(Business
Continuity)
Kuali OLE(Open Library Env)
Kuali Rice
Slide 10
What is Kuali Rice?
The Kuali Rice software provides an enterprise class middleware suite of integrated services that allows for applications to be built in an agile fashion.
It also includes application development frameworks allowing developers to react to end-user business requirements in an efficient and productive manner, so that they can produce high quality business applications.
Kuali Rice is not only the foundation building blocks for all the other Kuali applications but is also designed to be used in non-Kuali applications across multiple business domains.
http://rice.kuali.org/
Slide 11
Rice Components
KNS - Kuali Nervous System KSB - Kuali Service BusKEW - Kuali Enterprise WorkflowKEN - Kuali Enterprise NotificationKIM - Kuali Identity Management
Slide 12
Rice Ingredients
Slide 13
What is the Business Value for the Kuali Rice Suite?
• Development Ease of Use - quick references and lookups, templates and scaffolds, auto code generation
• Ease of Implementation – standard configuration files, global parameters, parsers and ingesters, wrappers and API integrations
• Modularity – loosely coupled components, reusability, swappability
• Industry Standards – leverage Java standards, tools and conventions
• Project Standardization – standard naming conventions, documentation, messaging and error handling
• Version Compatibility – backward compatibility, cross product compatibility with other Kuali software
• Service Orientation – technology neutral APIs, standard service operations, standard message protocols
Slide 14
• KEW – Kuali Enterprise Workflow
Quick development and automation of manual paper-based business processes
Easy integration with existing legacy ERP systems and other Kuali software
• KIM – Kuali Identity Management
Supports easy integration with existing IdM authentication infrastructures
Full featured authorization services (principles, groups, permissions, roles, etc.)
What is the Business Value for the Kuali Rice components?
Slide 15
• KNS – Kuali Nervous System
– Rapid application development framework
– Works in conjunction with other standard Java open source frameworks and tools (i.e. Spring, Struts, Eclipse, etc.)
• KSB – Kuali Service Bus
Lightweight and easy to use service bus
Works in conjunction with other standard open source service and web application servers (i.e. Apache Tomcat, Apache CXF, etc.)
What is the Business Value for the Kuali Rice components?
Slide 16
Why Try Rice?
Rice ensures a consistent model for development which allows for the breakdown of monolithic applications into smaller application modules
and services that enables enterprise integration one another.
The Rice middleware framework provides a level of infrastructure abstraction allowing application and service developers to focus on
solving business problems rather than wrestling with the technology used to enable those solutions.
By using the Rice framework, application and service developers can use a common development paradigm to promote rapid development that
isolates many of the complications inherent to standard J2EE development.
Because it’s Tasty?
Slide 17
Rice Implementation Example
Slide 18
Rice Licensing
Educational Community License, version 2.0http://www.opensource.org/licenses/ecl2.phphttp://www.osedu.org/licenses/
The Educational Community License version 2.0 ("ECL") consists of the Apache 2.0 license, modified to change the scope of the patent grant in section 3 to be specific to the needs of the education communities using this license.
The original Apache 2.0 license can be found at: http://www.apache.org/licenses/LICENSE-2.0 “grants to You a perpetual, worldwide, non-exclusive, no-charge, royalty-free, irrevocable (except as stated in this section) patent license to make, have made, use, offer to sell, sell, import, and otherwise transfer the Work”
Slide 19
Rice Roadmap: Release Timeline
Key VersionThemes
ProjectedMilestones
As ofNov 2009
Q4 2009Rice 1.01Release
Q2 2011Rice 1.2Release
Kuali Business Drivers Service Orientation Integration with Kuali ApplicationsPervasive Themes
Calendar 2009 2010 2011 2012
Version 1.1
Version Compatibility
Industry Standards
Version 1.2
Ease of Implementation
Project Standardization
Kuali AppSupport
Version 1.0
Initial Launch
v1.0.x Patch Releases
2012Rice 2.0Release
Continued Support forKuali Application Releases
KFS 3.xKS 1.xKC 2.0
KFS 3.0KS 1.0KC 1.x
KFS 4.0KS 1.xKC 2.x
Forward compatibility
Q2 2010Rice 1.02Release
Version 2.0
Modularity
Leverage existing Open Source Solutions
Q4 2010Rice 1.1Release
Degree of Certainty
Slide 20
Key VersionThemes
ProjectedMilestones
As ofNov 2009
Q4 2009Rice 1.01Release
Q2 2011Rice 1.2Release
Kuali Business Drivers Service Orientation Integration with Kuali ApplicationsPervasive Themes
Calendar 2009 2010 2011 2012
Version 1.1
Version Compatibility
Industry Standards
Version 1.2
Ease of Implementation
Project Standardization
Kuali AppSupport
Version 1.0
Initial Launch
v1.0.x Patch Releases
2012Rice 2.0Release
Continued Support forKuali Application Releases
KFS 3.xKS 1.xKC 2.0
KFS 3.0KS 1.0KC 1.x
KFS 4.0KS 1.xKC 2.x
Forward compatibility
Q2 2010Rice 1.02Release
Version 2.0
Modularity
Leverage Existing Open Source Solutions
Q4 2010Rice 1.1Release
Degree of Certainty
Rice Roadmap: Release Timeline
Version 1.0 .x
• Kuali Identity Management• Convert KEW screens
to use KNS• Reduce Code Duplication• Project Structure
Improvements• Database Object Name
Standardization• Improved Documentation• Context Sensitive Help• Doc Search Enhancements• Rice Portal
Version 1.1
• Complete API Module• Framework Compatibility• Spring 2.5 Framework• Java Persistence API -
Replace OJB with JPA• PDF Plug In• FERPA, FIPPA Compliance
Upgrades• XML Import/Export
Expanded functionality• KIM Management screens• Research KIM Modularity
Version 1.2
• Modularize the Kuali Nervous System (KNS)
• WYSIWIG Workflow Editor• Workflow Escalation• Action List Improvements• Document Search
Improvements• Standardize Configuration
Parameter Names• Standardize Service Names• Document Type
Delegation Features
Version 2.0
• Automated Database Generation
• Modularity (SOA, OSGI, ProjectBuild)
• Update Operations for KIM • Localization Features• DROOLS Business Rules• Kuali Entity Management• Kuali Organization
Management• Formal Published Service
Contracts• Administrative Tools
Desired Features
Please see current
roadmaps and status reports for
updates
Slide 21
Key VersionThemes
ProjectedMilestones
As ofNov 2009
Q4 2009Rice 1.01Release
Q2 2011Rice 1.2Release
Kuali Business Drivers Service Orientation Integration with Kuali ApplicationsPervasive Themes
Calendar 2009 2010 2011 2012
Version 1.1
Version Compatibility
Industry Standards
Version 1.2
Ease of Implementation
Project Standardization
Kuali AppSupport
Version 1.0
Initial Launch
v1.0.x Patch Releases
2012Rice 2.0Release
Continued Support forKuali Application Releases
KFS 3.xKS 1.xKC 2.0
KFS 3.0KS 1.0KC 1.x
KFS 4.0KS 1.xKC 2.x
Forward compatibility
Q2 2010Rice 1.02Release
Version 2.0
Modularity
Leverage Existing Open Source Solutions
Q4 2010Rice 1.1Release
Degree of Certainty
Rice Roadmap: Release Timeline
Version 1.0 .x
• Kuali Identity Management• Convert KEW screens
to use KNS• Reduce Code Duplication• Project Structure
Improvements• Database Object Name
Standardization• Improved Documentation• Context Sensitive Help• Doc Search Enhancements• Rice Portal
Version 1.1
• Complete API Module• Framework Compatibility• Spring 2.5 Framework• Java Persistence API -
Replace OJB with JPA• PDF Plug In• FERPA, FIPPA Compliance
Upgrades• XML Import/Export
Expanded functionality• KIM Management screens• Research KIM Modularity
Version 1.2
• Modularize the Kuali Nervous System (KNS)
• WYSIWIG Workflow Editor• Workflow Escalation• Action List Improvements• Document Search
Improvements• Standardize Configuration
Parameter Names• Standardize Service Names• Document Type
Delegation Features
Version 2.0
• Automated Database Generation
• Modularity (SOA, OSGI, ProjectBuild)
• Update Operations for KIM • Localization Features• DROOLS Business Rules• Kuali Entity Management• Kuali Organization
Management• Formal Published Service
Contracts• Administrative Tools
Desired Features
Please see current
roadmaps and status reports for
updates
Slide 22
Who’s Using Rice?Every school that has a Kuali product in production, will be using Rice!
2009 2010
Colorado State University of Arizona
Naval Postgraduate Michigan State University
San Joaquin Delta College Cornell University
University of Southern California
Indiana University
Many more to follow…
Slide 23
Who’s Using Rice?
Custom Application Deployments:
Kuali Members Non-Kuali
Cornell University University of Connecticut
Indiana University Illinois State University
University of California – Davis The Ohio State University
University of Hawaii University of Illinois
University of California – San Diego
Slide 24
How is Rice Being Used?
• Proof of Concepts:
– Enterprise Workflow
– Identity Management
• Re-Platforming a commercial HCM & Financials solution
• Custom Applications to initiate adoption of SOA Principles
Slide 25
Rice Workflow for your HRMS system
An Alternative to upgrading to a commercial HRMS system
Indiana University uses Rice for PeopleSoft integration with a
processing load of more than 5,000 workflows routed per day, more
than 15,000 actions taken per day and have between 1,200 – 2,000
concurrent users at any given time.
Slide 26
Kuali Rice at one University:
Custom Developed Travel Solution:Why KEW?• Lightweight• Fully functional and configurable• SOAP compliant• Community Source• Completely Embeddable
Slide 27
The eTravel App•Java app, using Java Server Faces•Web Services Integration to PS Financials
•Pull vendors, chartfield, people•Interactive GL combo edit•Push payments
•Web Services integration to KEW•User security stored in PS
Kuali Rice at one University:
Slide 28
Kuali Rice Example - KEW
Client Browser
Apache/Tomcat
OSU Travel
App
Kuali RICE
(KEW)
Shibbloleth
Rice DB & Travel DB
SMTP
1. Initiate Travel Request
2. Approve Travel Request
3. Inquire Travel Request
Authentication
Send (workflow) email
Workflow Data
& Travel Application Data
PeopleSoft
PS App Server
PS Web Server
PS DB
Client Browser
1. Travel Reimbursement PREP
2. Inquire approved Travel Request
CXF Web
ServicesSOAPRun SQL’s in PeopleSoft DB
Autosys Batch
JVM
Component Interface
SQL
Slide 29
eTravel System
Slide 30
What Does It Cost To Use Rice?
To License Rice – $0 The software license is free as are the updates. There is no vendor maintenance cost. It also runs on other open source components (i.e. Linux, MySQL, etc.)
To Implement Rice - roughly the same as for similar commercial products.
Slide 31
Why Not use Rice?
• Several arguments:
– My School uses x for ERP
– My institution is Microsoft/IBM/etc centric
– My organization has outsourced the operations of its applications
– I’ll wait until the product is mature
– FUD (Fear, Uncertainty, Doubt)
Slide 32
Alternatives to Rice
Commercial Middleware Solutions:•Oracle – Fusion•Microsoft - Biztalk•IBM – Websphere, TibcoAnd more
Identity Management:•Microsoft, Oracle, Sun, Novell, etc
Workflow:•Embedded in ECM, applications, portals•Embedded in documentation management and imaging systems•BPEL engines in Oracle, IBM, etc.
Slide 33
Total Cost of Ownership?
Source: http://www.netc.org/openoptions/pros_cons/tco.html
The Kuali community has dramatically rallied to reduce implementation and support costs!
Slide 34
Commercial Software Costs
Software Creator EditionRelease Date
Cost (USD)Open
sourceSoftware license
BizTalk Server Microsoft 2006 2006 $34,999 per processor[2] No proprietary
Oracle BPEL Process Manager[4] Oracle Corporation
10.1.2.0.2
23-Jan-06$50,000 per processor[5]
No proprietary
Oracle Enterprise Service Bus[4] Oracle Corporation 10.1.3.1 ?
$10,550[6]No proprietary
Sun Java Composite Application Platform Suite
Sun Microsystems 6 Jun-08$100 per employee per year subscription, perpetual per socket licensing available[8] No[9]
proprietary
WebSphere Enterprise Service Bus
IBM 6.1.2.0 21-Dec-07$250 per Value Unit[10]
No proprietary
WebSphere Message Broker
IBM 6.1.0.2 19-Dec-07
$85,000 enterprise edition, $25,000 starter edition (up
to ten message flows), $15,000 remote adapter
hosting edition
No proprietary
WebSphere Process Server
IBM 6.1.2.0 Dec-07850 per Value Unit[10]
No proprietary
Source: http://en.wikipedia.org/wiki/Comparison_of_business_integration_software
Slide 35
TCO of Open Source DBMS
Source: http://www.mysql.com/tcosavings/
Slide 36
Will Rice cure what ails you?
• Rice is maturing and growing
• Encouraging Community participation and adoption
• Many interested parties looking for alternatives
Entry Points
Slide 38
Trial Project #1 – Proof of Concept
• Several alternatives
– Custom Application on Rice
– New GUI for legacy application
– Demonstrate Enterprise workflow
Slide 39
Trial Project #2 – Identity Management
• Integrate KIM with authentication service
– Released w/ integration to CAS
– Underway:
• integration to Shibboleth
Slide 40
Trial Project #3 – Infrastructure Coexistence
• Rice is delivered supporting
– MySql, Oracle RDBMS
– Centos, Redhat Linux
• Other desired support
– Websphere, DB2, etc
Slide 41
How to get started
Download : Rice 1.0.1, Kuali Financials 3.0, Kuali Coeus 1.1 http://kuali.org/download-form
Tools that Innovativ can provide:•Innovativ’s Instant Rice - Fully configured Virtual Machine to download
•Virtual environment – if you don’t have the hardware
Slide 42
• To learn more about Kuali –www.kuali.org
• To learn more about Kuali Rice http://rice.kuali.org/
• Kuali Rice Documentation
• Kuali Days Presentations
• Building the Business Case for Kuali
• Edu1World
Open Source Community
Document Library
Want to learn more about Kuali ?
Slide 43
References
Campus Computing 2008The 19th National Survey of Computing and Information Technology in American Higher Education
Informationweek, 'Free' software makes economic senseBy Thomas Claburn, January 17, 2007http://www.informationweek.com/shared/printableArticle.jhtml;jsessionid=WQOEL4JETN4B3QE1GHRSKH4ATMY32JVN?articleID=196901596
Is There Such a Thing as Free Software? The Pros and Cons of Open-Source SoftwareBy Thomas J. Trappler, 2009http://www.educause.edu/EDUCAUSE+Quarterly/EDUCAUSEQuarterlyMagazineVolum/IsThereSuchaThingasFreeSoftwar/174575
Magic Quadrant for Application Infrastructure for New Systematic SOA Application Projects19 December 2008 Yefim V. Natis, Massimo Pezzini, Jess
Thompson, Kimihiko Iijima, Daniel ShollerGartner RAS Core Research Note G00163409http://mediaproducts.gartner.com/reprints/microsoft/vol3/article6/article6.html
MySQL TCO Calculatorhttp://www.mysql.com/tcosavings/
Security: An Apples-To-Open Comparison?By Serdar Yegulalp, Sep 9, 2009http://www.informationweek.com/blog/main/archives/2009/09/security_an_app.html;jsessionid=31UYFVGGIRD1LQE1GHPSKH4ATMY32JVN
Wikipediahttp://www.wikipedia.org/
Kuali Foundationhttp://www.kuali.org
Kuali Ricehttp://rice.kuali.org/
Slide 44
Q & A
Innovativ Consulting Partners
Tony DiSanza - Managing DirectorTony@InnovativCP.com
800-787-1889 x 102
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