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![Page 1: Evaluating Kuali Financials for Your Institution - JA- SIG Conference June 2007 Mike Zackrison, rSmart Bob Ricci, rSmart Tony Potts, rSmart .](https://reader035.fdocuments.us/reader035/viewer/2022081603/56649f145503460f94c29383/html5/thumbnails/1.jpg)
Evaluating Kuali Financials for Your
Institution-
JA- SIG Conference June 2007
Mike Zackrison, rSmartBob Ricci, rSmart
Tony Potts, rSmart
www.rsmart.com
![Page 2: Evaluating Kuali Financials for Your Institution - JA- SIG Conference June 2007 Mike Zackrison, rSmart Bob Ricci, rSmart Tony Potts, rSmart .](https://reader035.fdocuments.us/reader035/viewer/2022081603/56649f145503460f94c29383/html5/thumbnails/2.jpg)
• Where we are today• How things are changing• Kualifier – a new concept
![Page 3: Evaluating Kuali Financials for Your Institution - JA- SIG Conference June 2007 Mike Zackrison, rSmart Bob Ricci, rSmart Tony Potts, rSmart .](https://reader035.fdocuments.us/reader035/viewer/2022081603/56649f145503460f94c29383/html5/thumbnails/3.jpg)
Traditional Roles
• Identify– Needs– Possible Solutions – Build or Buy
• Evaluate– Function– Fit
• Implement• Support
The Institution
![Page 4: Evaluating Kuali Financials for Your Institution - JA- SIG Conference June 2007 Mike Zackrison, rSmart Bob Ricci, rSmart Tony Potts, rSmart .](https://reader035.fdocuments.us/reader035/viewer/2022081603/56649f145503460f94c29383/html5/thumbnails/4.jpg)
Traditional Roles
• Development• Sales• Consulting and Training• Technical and Functional
Support
The Vendor
![Page 5: Evaluating Kuali Financials for Your Institution - JA- SIG Conference June 2007 Mike Zackrison, rSmart Bob Ricci, rSmart Tony Potts, rSmart .](https://reader035.fdocuments.us/reader035/viewer/2022081603/56649f145503460f94c29383/html5/thumbnails/5.jpg)
Traditional Relationships
• Development
• Sales
• Consulting and Training
• Technical and Functional Support
The VendorThe Vendor
• Identify– Needs– Possible Solutions – Build or Buy
• Evaluate– Function– Fit
• Implement• Support
InstitutionInstitution
![Page 6: Evaluating Kuali Financials for Your Institution - JA- SIG Conference June 2007 Mike Zackrison, rSmart Bob Ricci, rSmart Tony Potts, rSmart .](https://reader035.fdocuments.us/reader035/viewer/2022081603/56649f145503460f94c29383/html5/thumbnails/6.jpg)
The Changing Paradigm
• Not dealing with traditional software vendors
• There is no sales force for Kuali• There is no license fee• You don’t need to purchase the
software to load it• You don’t need to rely on vendor
responses to RFI’s or RFP’s to understand the product
![Page 7: Evaluating Kuali Financials for Your Institution - JA- SIG Conference June 2007 Mike Zackrison, rSmart Bob Ricci, rSmart Tony Potts, rSmart .](https://reader035.fdocuments.us/reader035/viewer/2022081603/56649f145503460f94c29383/html5/thumbnails/7.jpg)
A New Model?
• Community
• Kualifier
• Commercial Support Organization
ResourcesResources
• Identify– Needs– Possible Solutions – Build or ‘Buy’
• Evaluate– Function– Fit
• Implement• Support
InstitutionInstitution
![Page 8: Evaluating Kuali Financials for Your Institution - JA- SIG Conference June 2007 Mike Zackrison, rSmart Bob Ricci, rSmart Tony Potts, rSmart .](https://reader035.fdocuments.us/reader035/viewer/2022081603/56649f145503460f94c29383/html5/thumbnails/8.jpg)
What is the KUALIFIER?
• The KUALIFIER is a structured, guided,
and supported evaluation of The Kuali
Financial System (KFS).
• The KUALIFIER helps build institutional
confidence prior to adoption and
organizational readiness prior to
implementation.
![Page 9: Evaluating Kuali Financials for Your Institution - JA- SIG Conference June 2007 Mike Zackrison, rSmart Bob Ricci, rSmart Tony Potts, rSmart .](https://reader035.fdocuments.us/reader035/viewer/2022081603/56649f145503460f94c29383/html5/thumbnails/9.jpg)
• The KUALIFIER consists of services,
tools, and dedicated support
designed to overcome the technical
and functional complexities that can
be challenging to an effective
financial system evaluation.
What is the KUALIFIER?
![Page 10: Evaluating Kuali Financials for Your Institution - JA- SIG Conference June 2007 Mike Zackrison, rSmart Bob Ricci, rSmart Tony Potts, rSmart .](https://reader035.fdocuments.us/reader035/viewer/2022081603/56649f145503460f94c29383/html5/thumbnails/10.jpg)
Picking a Financial System
• The situation at Colorado State
University (CSU)
• Traditional evaluation methods
employed
• Non-traditional methods used
– Get “hands-on” with rSmart KUALIFIER
![Page 11: Evaluating Kuali Financials for Your Institution - JA- SIG Conference June 2007 Mike Zackrison, rSmart Bob Ricci, rSmart Tony Potts, rSmart .](https://reader035.fdocuments.us/reader035/viewer/2022081603/56649f145503460f94c29383/html5/thumbnails/11.jpg)
rSmart KUALIFER Services
• Planning call and agenda
• On-site visit and assessment– KFS Overview and Orientation
– KFS Demonstrations: Functional and Technical
• KFS Assessment and Planning Report
![Page 12: Evaluating Kuali Financials for Your Institution - JA- SIG Conference June 2007 Mike Zackrison, rSmart Bob Ricci, rSmart Tony Potts, rSmart .](https://reader035.fdocuments.us/reader035/viewer/2022081603/56649f145503460f94c29383/html5/thumbnails/12.jpg)
Recommendations
![Page 13: Evaluating Kuali Financials for Your Institution - JA- SIG Conference June 2007 Mike Zackrison, rSmart Bob Ricci, rSmart Tony Potts, rSmart .](https://reader035.fdocuments.us/reader035/viewer/2022081603/56649f145503460f94c29383/html5/thumbnails/13.jpg)
Fit Gap Analysis
![Page 14: Evaluating Kuali Financials for Your Institution - JA- SIG Conference June 2007 Mike Zackrison, rSmart Bob Ricci, rSmart Tony Potts, rSmart .](https://reader035.fdocuments.us/reader035/viewer/2022081603/56649f145503460f94c29383/html5/thumbnails/14.jpg)
• Periodic follow-up activities customized to the institution's needs. – Web coaching sessions – Guided test drive– Chart of accounts analysis– Implementation planning– Technical architecture– Other
KFS Evaluation Activities
![Page 15: Evaluating Kuali Financials for Your Institution - JA- SIG Conference June 2007 Mike Zackrison, rSmart Bob Ricci, rSmart Tony Potts, rSmart .](https://reader035.fdocuments.us/reader035/viewer/2022081603/56649f145503460f94c29383/html5/thumbnails/15.jpg)
Ongoing Support
• Ongoing support and maintenance– Access to rSmart Technical and
Functional resources to answer questions and provide technical support throughout the evaluation period (six months).
![Page 16: Evaluating Kuali Financials for Your Institution - JA- SIG Conference June 2007 Mike Zackrison, rSmart Bob Ricci, rSmart Tony Potts, rSmart .](https://reader035.fdocuments.us/reader035/viewer/2022081603/56649f145503460f94c29383/html5/thumbnails/16.jpg)
• Pre-configured Appliance that’s fully supported– Includes complete open source
software stack•KFS 1.0 with pre-loaded test /
sample data•Apache Web Server•Tomcat•MySQL•Linux
rSmart KUALIFER Appliance
![Page 17: Evaluating Kuali Financials for Your Institution - JA- SIG Conference June 2007 Mike Zackrison, rSmart Bob Ricci, rSmart Tony Potts, rSmart .](https://reader035.fdocuments.us/reader035/viewer/2022081603/56649f145503460f94c29383/html5/thumbnails/17.jpg)
Deployment Options
• Flexible deployment options– On-Demand – your virtual appliance is
hosted in our tier 1 data center which provides high availability, data backups, server monitoring, security, and much more.
OR
– On-Premise – IBM x3650 rack-optimized server pre-configured with the full open source software stack. Delivered to your location ready to plug-in and use.
![Page 18: Evaluating Kuali Financials for Your Institution - JA- SIG Conference June 2007 Mike Zackrison, rSmart Bob Ricci, rSmart Tony Potts, rSmart .](https://reader035.fdocuments.us/reader035/viewer/2022081603/56649f145503460f94c29383/html5/thumbnails/18.jpg)
CSU KUALIFIER Experience
• KUALIFIER Session
• Follow-up Activities– Chart of Accounts– Batch Feed Process– e-Doc Lite Example
![Page 19: Evaluating Kuali Financials for Your Institution - JA- SIG Conference June 2007 Mike Zackrison, rSmart Bob Ricci, rSmart Tony Potts, rSmart .](https://reader035.fdocuments.us/reader035/viewer/2022081603/56649f145503460f94c29383/html5/thumbnails/19.jpg)
e-Doc Lite Form
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A New Paradigm?
“…rSmart's Kualifier is a rare opportunity for higher ed institutions to really run a new financial system in their home environment while having a true plug and use experience.”
Troy FluhartyAssociate ControllerColorado State University
![Page 21: Evaluating Kuali Financials for Your Institution - JA- SIG Conference June 2007 Mike Zackrison, rSmart Bob Ricci, rSmart Tony Potts, rSmart .](https://reader035.fdocuments.us/reader035/viewer/2022081603/56649f145503460f94c29383/html5/thumbnails/21.jpg)
The rSmart GroupWebsite: www.rsmart.com
Email: [email protected]@rsmart.com
Contact Info
Troy FluhartyEmail: [email protected]