Kuali Financial Systems (KFS)

Information Delivery & Reporting (ID&R)

Methodology (Functional Bias)

Decision Support SIGFebruary 10, 2010

Agenda

• Context – Cornell & KFS• Methodology (functional bias)

– 15 Steps– Functional

• Top Down (requirements-based)• Bottom Up (report-based)

– Tech• Bottom Up (KFS-based)

• Documentation– Decision Matrix– Conceptual Model– Use Cases

• Chartered in 1865 by Ezra Cornell:

"I would found an institution where any personcan find instruction in any study."

• Cornell is the federal land-grant institution of New York State, a private endowed university, a member of the Ivy League/Ancient Eight, and a partner of the State University of New York– Undergrad 13,931– Grad 4,689– Professional 2,013

• Weill Cornell Medical College (NYC and Doha, Qatar))• Research

– Four national research centers – 100 interdisciplinary research organizations

Context - Cornell

Context - KFS

Understand financial reporting needs in order to develop:• Data models for efficient queries• Business intelligence solutions (not just

reports)• Reports that support decisions (not just

data)

Context - Goal

1. Elicitation

2. Analysis and Documentation

3. Conceptual Review

4. Technical Gap Analysis

5. Steering Committee Review and Prioritization

6. Requirements-Based Logical Model

7. Logical Model Review

8. Build Physical Model

9. Physical Design Validation

10. Remediation

11. Training

12. Performance/Load Testing & Tuning

13. Remediation

14. Move to Production

15. Post-Production and User Support

Methodology

• Functional Top Down• Functional Bottom Up• Technical Bottom Up• Conceptual Model• Logical Model• Physical Model• Front End• Training• Production• Support

Methodology

Functional Top Down• Warning… next slide is big

Methodology

Information Delivery and Reporting

FocusGroups

Sponsored Research

ResearchFocus Group

CollegeFocus Group

OperatingUnits

College of Agriculture and Life

Sciences

College ofArts and Sciences

Computing and InformationSciences

College of Engineering

School of Hotel Administration

College of Human Ecology

School of Industrial and LaborRelations

Johnson Graduate School of

Management

Cornell Law School

College of Veterinary Medicine

Budget

Cornell University Library

College of Architecture Art and

Planning

Contracts andGrants

Purchasing

Chart of Accounts

CapitalAssets

EffortCertification

FinancialProcessing

GeneralLedger

AccountsPayable

LaborDistribution

Endowment

FunctionalTop Down Approach

2/25/2010

Undergraduate AidFocus Group

Graduate AidFocus Group

Audit

Restricted GiftsFocus Group

AccountsReceivable

CFO

Investment

Functional /Operational

Campus Management

Executive & InstitutionalReporting

President

Provost

UniversityAdministrative Units

Budget &Planning

detail

ResearchCenters

Functional Bottom Up• Analysis of documentation and reports

(may inform prototype Decision Matrix)

Methodology

• Technical Bottom Up – Rough Design1. Decision Matrix – right side

2. Dimension and fact tables

3. Metrics and logical attributes

4. Hierarchies

5. OBIEE Prototyping a. Tables constructed in database

b. Tables manually populated with test data

c. Basic OBIEE build

Methodology

• Decision Matrix• Conceptual Model• Use Cases

Documentation

Decision Matrix – left side

Documentation

Decision Matrix – left side

Documentation

Decision Matrix – left side

Documentation

Decision Matrix – right side

Documentation

Use Case:

Will the Organizations in KFS support the financial reporting requirements of the Operating Units?

College

Find:

Organization Type of “C”

Display:

Org Type, Org Code, Org Name, 'reports to', Org Manager (name and netid)

Answer:

These Orgs support the College’s financial reporting needs

The 'reports to' hierarchy is correct (below this level)?

Who:

Stakeholders (plus Org Managers)

Documentation

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Documentation

Conceptual Review

• Team meets with SMEs• Reviews

– Conceptual Model– Use Cases

• Functional/Technical hand off

Jeff ChristenTech Lead jrc42@cornell.edu

Greg KimbellBusiness Analystglk2@cornell.edu

http://www.kuali.cornell.edu

Contact Info

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