The Business Case For Kuali Rice Final

The Business Case for Kuali Rice

Kuali Rice

Your Presenters

Bill Yock – Vice-Chair, Kuali RiceUniversity of Washington

Tony DiSanza, Innovativ Consulting Partners

Mitch Dysart, Innovativ Consulting Partners

Slide 2

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

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

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

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%)

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

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

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

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/

Rice Components

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

Rice Ingredients

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

• 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?

• 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?

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?

Rice Implementation Example

https://test.kuali.org/confluence/spaces/gliffy/viewlargediagram.action?ceoid=48169017&name=the-whole-picture-diagram&key=KRDOC&pageId=82838094

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”

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

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

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



Rice Roadmap: Release Timeline

Key VersionThemes

ProjectedMilestones

As ofNov 2009

Q4 2009Rice 1.01Release


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


Version 2.0

Modularity

Leverage existing Open Source Solutions


Degree of Certainty

Key VersionThemes

ProjectedMilestones

As ofNov 2009



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


Version 2.0

Modularity

Leverage Existing Open Source Solutions


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

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…

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

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

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.

Kuali Rice at one University:

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

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:

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

eTravel System

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.

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)

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.

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!

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

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







TCO of Open Source DBMS

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

Will Rice cure what ails you?

• Rice is maturing and growing

• Encouraging Community participation and adoption

• Many interested parties looking for alternatives

Entry Points

Trial Project #1 – Proof of Concept

• Several alternatives

– Custom Application on Rice

– New GUI for legacy application

– Demonstrate Enterprise workflow

Trial Project #2 – Identity Management

• Integrate KIM with authentication service

– Released w/ integration to CAS

– Underway:

• integration to Shibboleth

Trial Project #3 – Infrastructure Coexistence

• Rice is delivered supporting

– MySql, Oracle RDBMS

– Centos, Redhat Linux

• Other desired support

– Websphere, DB2, etc

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

http://kuali.org/download-form



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

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

• 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 ?

http://www.kuali.org/



http://rice.kuali.org/documentation

http://rice.kuali.org/presentations

http://kuali.org/business-case



http://www.edu1world.org/opensource/

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/

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/


Q & A

Innovativ Consulting Partners

Tony DiSanza - Managing [email protected]

800-787-1889 x 102

mailto:[email protected]

The Business Case For Kuali Rice Final

Education

Transcript of The Business Case For Kuali Rice Final