Business Case for Kuali Rice 2010

open source administration software for education

software development simplified

The Business Case for Kuali Rice - 2010

http://creativecommons.org/licenses/by/3.0/


Your Presenters

• Tony DiSanza – Innovativ Consulting Partners

11/9/2010


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.

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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

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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%)


(29.9%)


(21.7%)


(19.8%)


(21.3%)


Upgrade / Replace ERP

(17.3%)

Upgrade / Replace ERP

(15.9%)


Hiring / Retaining IT

Staff and Instructional Integration (tie 13.0 %)


Instructional Integration

(11.9%)


(13.3%)


(13.6%)

Distance Ed / User Support / Instruction (tie 10.4 %)

User Support (11.4%)

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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

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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

Custom-built systems:• Travel systems• Traffic Systems• Inventory Control Workflow• Motor Pool request • College Request for Absence

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Rice Components

KNS - Kuali Nervous System KSB - Kuali Service BusKEW - Kuali Enterprise WorkflowKEN - Kuali Enterprise NotificationKIM - Kuali Identity Management

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Rice Ingredients

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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

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What is the Business Value for the Kuali Rice Suite?

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• Modularity – loosely coupled components, reusability, swap ability

• Industry Standards – leverage Java standards, tools and conventions


• KEW – Kuali Enterprise WorkflowQuick development and

automation of manual paper-based business processes

Easy integration with existing legacy ERP systems and other Kuali software

Improve Business Processes

What is the Business Value for the Kuali Rice components?

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KIM – Kuali Identity Management

Supports easy integration with existing IdM authentication infrastructures

Full featured authorization services (principles, groups, permissions, roles, etc.)


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• 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.)


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• KSB – Kuali Service BusLightweight and easy to use service busWorks in conjunction with other standard open source

service and web application servers (i.e. Apache Tomcat, Apache CXF, etc.)


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Rice Licensing

Educational Community License, version 2.0http://www.opensource.org/licenses/ecl2.php http://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”

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http://www.opensource.org/licenses/ecl2.php

http://www.osedu.org/licenses/

http://www.apache.org/licenses/LICENSE-2.0


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 Fractured Atlas

University of Southern California College of Rio Grande /

Uniformed Services University of the Health Sciences

Saginaw Valley State

San Francisco State

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How is Rice Being Used?

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• Proof of Concepts:– Enterprise Workflow– Identity Management

• Re-Platforming a commercial HCM & Financials solution

• Custom Applications to initiate adoption of SOA Principles

• Business Process Modeling


How is Rice Being Used?

Simplify!

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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.

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Kuali Rice at one University:

Custom Developed Travel Solution:Why KEW?• Lightweight• Fully functional and configurable• SOAP compliant• Community Source• Completely Embeddable

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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:

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Kuali Rice Example - KEW

Client Browser

Apache/Tomcat

OSU Travel App

Kuali RICE(KEW)

Shibbloleth

Rice DB & Travel DBSMTP

1. Initiate Travel Request2. Approve Travel Request3. 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 PREP2. Inquire approved Travel Request

CXF Web ServicesSOAP

Run SQL’s in PeopleSoft DB

Autosys BatchJVM

Component Interface

SQL

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eTravel System


What are Rice Benchmarks?

Type• Training• Deployments

– Workflow– Identity Management

• Support

Cost / Time• 3-6 months +• Depends upon complexity

– Several weeks– Several months

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Why Not use Rice?

• Several arguments:– Concerned about time to learn the product– Concern about time to deploy– 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)– Can Rice be used as an enterprise

solution?

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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.

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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!

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Commercial Software Costs

Software Creator Edition Release Date

Cost (USD) Open source

Software license

BizTalk Server Microsoft 2006 2006 $34,999 per processor[2] No proprietaryOracle 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-07 850 per Value Unit[10] No proprietary

Source: http://en.wikipedia.org/wiki/Comparison_of_business_integration_software

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http://en.wikipedia.org/wiki/Comparison_of_business_integration_software





Will Rice cure what ails you?

• Rice is maturing and growing• Encouraging Community participation and

adoption • Many interested parties looking for

alternatives• Support alternatives

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ENTRY POINTS

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Trial Project #1 – Proof of Concept

• Several alternatives– Custom Application on Rice– New GUI for legacy application– Demonstrate Enterprise workflow

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Trial Project #2 – Infrastructure Coexistence

• Rice is delivered supporting– MySql, Oracle RDBMS– Centos, Redhat Linux

• Other desired support– Websphere, DB2, etc

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Kuali Rice Deployment Planning

PLAN EARLY• Focus on a particular

workload(s) such Kuali Enterprise Workflow (KEW) or Kuali Identity Management (KIM)

• Develop a deployment plan customized to your unique environment

WHAT AM I ENTITLED TO?1, 3, 5 , 10 or 15 days of planning services delivered by an experienced Kuali consultant and Kuali commercial affiliate.

Gain best practices from an experienced Kuali consultant!

Perfect if you want to:• Perform Kuali

Prototyping• Develop Kuali Custom

Applications

Our Team – part of the Rice Development team!

Learn more: www.innovativcp.com/areyouready

11/9/2010

http://www.innovativcp.com/areyouready?utm_source=slideshare&utm_medium=ppt&utm_term=kuali,+are+you+ready&utm_content=ppt+show&utm_campaign=Are+You+Ready+Show+on+Slideshare


Engagement Day DetailsKuali Rice Deployment Planning

Days Details

1 Includes a Strategy Briefing Session (SBS) and an overview of Kuali Rice features and solution areas, plus a review of your environment, pain points and requirements. Together, we will design a high-level solution based on your business needs and further gain knowledge on how best to deploy Kuali in your environment.

3 Includes an Architecture Design Session (ADS), participants dive deeper into their requirements and design a Kuali Rice solution tailored to their environment. Conceptual design, logical and physical architectures are created for the solution. (in addition to the Strategy Briefing Session).

5 Designed to provide deep guidance on specific Kuali Rice solution capabilities that provide value within your environment. Includes a virtual lab session for hands-on understanding of the solution technologies and capabilities, 2 days of deployment planning and assistance with creating a plan and best practices for deployment. (in addition to the Strategy Briefing and Architecture Design Session)

10 & 15 Both the 10 and 15 day engagement includes a 3-day ADS to understand your scenarios and introduce technologies, solutions, and concepts; plus 2 days of deployment planning for a specific Kuali Rice capability. This is followed by a 5 or 10-day Proof of Concept (POC) project to demonstrate the solution at a customer environment. (in addition to the Strategy Briefing Session)

Learn more: www.innovativcp.com/areyouready11/9/2010

http://www.innovativcp.com/areyouready?utm_source=slideshare&utm_medium=ppt&utm_term=kuali,+are+you+ready&utm_content=ppt+show&utm_campaign=Are+You+Ready+Show+on+Slideshare


Install & Setup Kuali

Rice

• ANT• Maven• Subversion• Eclipse• Java• MySQL or Oracle• .properties

Kuali Rice Testing

• eCobertura• Junit• Naming

Conventions

Rice Application

Support

• XML• OJB• JPA• JSP• Servlet• Build.xml

Rice Version Upgrade

• Struts• Spring• Pom.xml• Version upgrading• Regression

acceptance of sample application

Rice Application

Development

• Groovy• Core Rice• KNS• KEW• KSB• KEW• KIM

To Proceed to the next level of experience with Kuali, students must demonstrate capabilities in three core dimensions :Development ToolsSpecific TechnologiesConfiguration tasks

KUALI RICE APPLICATION DEVELOPER PATH

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How to get started

Download : Rice 1.0.3, 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

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http://kuali.org/download-form



http://innovativcp.com/index.php?option=com_contact&view=contact&id=4&Itemid=3


• Kuali Website• Kuali Rice Site• Kuali Rice Documentation• Kuali Resource Guide• Building the Business Case for

Kuali

Want to learn more about Kuali ?

11/9/2010

http://kuali.org/

http://kuali.org/rice

https://wiki.kuali.org/display/KRDOC/Home

http://kuali.org/resource-guide

http://kuali.org/business-case




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 Projects 19 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/

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http://www.informationweek.com/shared/printableArticle.jhtml;jsessionid=WQOEL4JETN4B3QE1GHRSKH4ATMY32JVN?articleID=196901596



http://www.educause.edu/EDUCAUSE+Quarterly/EDUCAUSEQuarterlyMagazineVolum/IsThereSuchaThingasFreeSoftwar/174575



http://mediaproducts.gartner.com/reprints/microsoft/vol3/article6/article6.html

http://mediaproducts.gartner.com/reprints/microsoft/vol3/article6/article6.html

http://www.mysql.com/tcosavings/

http://www.informationweek.com/blog/main/archives/2009/09/security_an_app.html;jsessionid=31UYFVGGIRD1LQE1GHPSKH4ATMY32JVN



http://www.wikipedia.org/

http://www.kuali.org/

http://rice.kuali.org/


Q & A

Innovativ Consulting PartnersTony DiSanza - Managing Director

[email protected] x 102

11/9/2010

mailto:[email protected]

Business Case for Kuali Rice 2010

Technology

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