Kuali Days VII ~ Newport Beach, CA ~ Nov. 18-19 financial systemresearch administrationstudentrice infrastructure Migration Strategies From Legacy to KFS.

Kuali Days VII ~ Newport Beach, CA ~ Nov. 18-19

financial system research administration student rice infrastructure

Migration Strategies

From Legacy to KFS

Wednesday, November 19th, 1:00 — 2:00pm

Presented by: University of Southern California

University of Arizona

VivanTech

Slide 1

Kuali Days VII ~ Newport Beach, CA ~ Nov. 18-19

financial system research administration student rice infrastructure

Software Development and Consulting Services

US company — HQ in San Diego, CAOnshore developers and project managersOffshore Development Center — India

Core Strengths:

Financial system development & migrations

General Java programming

Kuali Commercial Affiliate

VivanTech Summary

Slide 2

Kuali Days VII ~ Newport Beach, CA ~ Nov. 18-19

financial system research administration student rice infrastructure

Migration Strategy

Project Planning and Scheduling

Java development (new KFS 3.0 feature)

Augmentation of the USC KFS team

VivanTech’s KFS Work

Project Planning & Scheduling Consultation

Slide 3

Kuali Days VII ~ Newport Beach, CA ~ Nov. 18-19

financial system research administration student rice infrastructure

Private; Research 1

Statistics 33K students $430 M research $1.8 B expenditures

Kuali InvolvementKuali Financial — Spring ’07 Founding partner

Kuali Student

Land Grant, Research I

Statistics 35K students $500 M research 1.5 B expenditures

Kuali Involvement Founding Partner

Kuali FinancialKuali Research

USC & UA Summary

Slide 4

Kuali Days VII ~ Newport Beach, CA ~ Nov. 18-19

financial system research administration student rice infrastructure

26-year old in-house developed financial system

Technology/PlatformInfobasic - Universe

Financial Record System (FRS) - Information Associates

Technology/PlatformMainframe – Cobol & IDMS

Migration from …

Slide 5

Kuali Days VII ~ Newport Beach, CA ~ Nov. 18-19

financial system research administration student rice infrastructure

525 Functions Analyzed

458 Meet Requirements

23 Need Further Testing

39 Minor KFS Modifications

5 Extensive KFS modifications

200 Central Business Processes

ID’d for documentation & design

Reporting vs. System

6 – 10 KFS mods

Extended attributes 2 new eDocs

Gap Analysis

Slide 6

Kuali Days VII ~ Newport Beach, CA ~ Nov. 18-19

financial system research administration student rice infrastructure

47 Modules / Systems

84 Interfaces —

12 Large effort - 1,200 hrs

17 Medium effort - 350 hrs

55 Small effort - 75 hrs

Estimated effort - 24,475 hrs

Feeder Systems

Slide 7

Kuali Days VII ~ Newport Beach, CA ~ Nov. 18-19

financial system research administration student rice infrastructure

Team Size at Peak: 88

Details —

57 technical

14 management - pm - lead

17 non-technical

Team Size at Peak: 30

Details —

10 technical (including BI)

4 management – pm - lead

16 functional

60 testers - supplemental

Skill Sets

Slide 8

Kuali Days VII ~ Newport Beach, CA ~ Nov. 18-19

financial system research administration student rice infrastructure

Assumptions —

Freezing of existing systems

Staff augmentation Project structuring & automation Data migration Interfaces QA & Testing

Assumptions —

Freezing of existing systems

Vanilla implementation

Staff augmentation Project management Data migration

Budget

Slide 9

Kuali Days VII ~ Newport Beach, CA ~ Nov. 18-19

financial system research administration student rice infrastructure

Phased Migration

Existing system is complex

Cannot freeze immediately

Many feeder systems

Team is implementing KFS CAMS and KEW Long-term objective: Kuali as

standard development platform

Light Switch Migration

Primarily paper processes

FRS data similar to KFS

FRS frozen

Sandbox proof of concept

3 years Kuali Involvement

Conversion

Slide 10

Kuali Days VII ~ Newport Beach, CA ~ Nov. 18-19

financial system research administration student rice infrastructure

900+ Activities in MS Project

Duration: 35 Months

Official kick-off: 01/ 2009

500+ Activities in MS Project

Duration: 12 months

Official kick-off:10/22/2008

Schedule

Slide 11

Kuali Days VII ~ Newport Beach, CA ~ Nov. 18-19

financial system research administration student rice infrastructure

Community Involvement& Responsibilities

Kuali Financial Steering Committee

Numerous community forums, briefings and demonstrations

Functional work groups with multiple input/feedback channels

Community Involvement & Responsibilities

Business process owners

Business process advisors

Testing team (60+)

Training Director

Communication Director

Community

Slide 12

Kuali Days VII ~ Newport Beach, CA ~ Nov. 18-19

financial system research administration student rice infrastructure

Functional Field Description

Slide 13

Kuali Days VII ~ Newport Beach, CA ~ Nov. 18-19

financial system research administration student rice infrastructure

Summary

Slide 14

1. Limited Experience = Get Help

2. Start Your Planning Activities Early

3. Form a Kuali Planning Team

4. Get Your User Community Involved in Planning Activities

Limited Experience = Get Help

Start Your Planning Activities Early

Form a Kuali Planning Team

Get Your User Community Involved in Planning Activities

Kuali Days VII ~ Newport Beach, CA ~ Nov. 18-19

financial system research administration student rice infrastructure

Q & A

Slide 15