Kuali Days VI

Invited Guests Only

Invited Guests Only

Separate registration and fee is required for this workshop and attendance is limited to the first 80 people.
SESSION FULL/REGISTRATION CLOSED.

This special pre-conference program is designed to get you quickly up to speed on KFS basics so you will get more out of the presentations that follow over the next two days. It is recommended for those who are new to KFS or wish to strengthen their basic understanding of the system. This is also an opportunity to meet attendees from other colleges and universities who are new to KFS. Topics include: KFS Overview, Chart of Accounts, General Ledger, and Transaction Processing/Workflow, with the opportunity for Q&A at the end with a host of KFS experts.
Handouts: KFS Overview, Chart of Accounts, General Ledger, Transaction Processing/ Work Flow

Invited Guests Only

Invited Guests Only

Reception for Kuali Days attendees and Board Members.

Invited Guests Only

Breakfast

Dennis Dougherty
Are You More Committed than a Chicken? When it comes to administrative and financial functions, we have to understand our commitments and obligations very well if we are to achieve excellence and serve our institutions as we should.  This includes our approach to the development, maintenance, and operation of the systems that support administration and finance.  This session explores how one Kuali Foundation partner has determined its commitments and successfully applied them to the realm of systems for the past 26 years

Break

Mark McGurk and Kathleen McNeely
KFS Introduction: A quick overview of KFS background, terminology and features.
Handouts: Presentation

Joan Hagen and Sterling George
General Ledger Processes, including Year End:  The general ledger features include fiscal year and project to date balances, validation and error handling, encumbrances, special attributes and sufficient funds checking.
Handouts: Presentation

Rich Andrews, David Lyons and Nicole Rawleigh
KFS Lab: An opportunity for hands-on interaction with KFS using the Test-Drive or special scripts. Most labs have a focus as noted based upon on a previous presentation. Functional and technical assistants will provide guidance and answer questions.

Dan Dwyer, Bryan Hutchinson and Lisa Oliva
KRA Workflow: Routing and approvals for Research Administration are very complex, and our most-often-asked questions in KRA functional sessions are about Workflow.  This session will cover both functional and technical aspects of Workflow for KRA, including differences in Workflow from KFS.
Handouts: Presentation

Cath Fairlie
KS Program Overview (Functional & Technical): Kuali Student is a collaborative, community source project committed to the development of the next generation student services system that will surpass the capabilities available today.  Attendees will learn about the Kuali Student vision, approach, plans, scope and progress to date for this exciting 5-year project.   
Handouts: Presentation

Brian McGough
General Overview: The Rice General Overview session is intended to familiarize folks with the Rice stack and its offerings at a high level.  We will also discuss how Rice is being leveraged in the building of our core functional applications (KFS, KRA, KS).  In addition the session will discuss where Rice is heading and our vision and roadmap for Rice as a general application development and service publishing framework.
Handouts: Presentation

Break

Ailish Byrne and Barb Sutton
Technical Overview for Functional Users: An explanation of the technology that supports the KFS functionality.
Handouts: Presentation

Bill Overman
Advanced Chart of Accounts: Are you preparing for a KFS implementation? This session will cover some of the more advanced features of the Chart of Accounts.
Handouts: Presentation, Org Reversion, Reporting by the top level object codes

Sterling George, Eben Sutton and Nicole Rawleigh
Focus: KFS General Ledger

Peter Asquith, Kenton Hensley, and Andy Slusar
General Overview: KRA Panel members will present progress of the KRA project, and will present the project timeline.  The panel will discuss the different KRA modules and releases, and take questions from participants.  We hope to create a lively discussion to set the tone for both KRA Technical and Functional tracks!

Gord Uyeda, Rick Burnette
Overview of Kuali Student Application Architecture: – Re-shaping the Student Information System (Functional). This session is an extension of the Kuali Student Overview presentation with more detail on the project's functional scope. Attendees will learn about our progress to date, our collaborative approach, and how we plan to address the unique SIS needs of all higher education institutions.

Eric Westfall
Kuali Enterprise Workflow: The Kuali Enterprise Workflow module is a core rice component that offers workflow capabilities for Kuali and non Kuali based applications.  This session will focus in on Workflow functionality, where it currently stands, things that are in the future for workflow and how it is being leveraged by the Kuali Suite of applications.
Handouts: Presentation

John Voloudakis and Matthew Staman
Huron Consulting-Planning For a Successful Research Administration System Implementation: Huron’s Higher Education Technology practice specializes in assisting our clients with planning for and implementing pre and post award grants management solutions.  Our presentation will highlight lessons learned from our previous experiences, helping attendees understand the critical success factors that will impact their implementation of Kuali’s research administration tools.   

Jennifer Foutty
Meet the Executive Director of the Kuali Foundation: Join us in meeting and greeting the new Executive Director of the Kuali Foundation, Jennifer Foutty.  Jennifer will provide some opening remarks and share some of the background she brings to the Kuali Community.  She will also speak to the status of the Kuali Foundation and the vision for its future.

Bob Ricci
KFS Evaluation to Implementation ….and Beyond: Join rSmart and several universities as we discuss and explore many phases of Kuali Financial System adoption. Come learn from rSmart and its client universities about different approaches to evaluating Kuali; various implementation starting points; and options available for ongoing KFS support post-implementation. There are low risk approaches to getting started with Kuali today. Join us to learn about them.
Handouts: Presentation

Damon Dorsey and Kymber Horn
KFS Workflow/e-Docs: An overview of two powerful KFS features: Kuali Enterprise Workflow (KEW) and Electronic Documents (e-Docs).
Handouts: Presentation, Highlights of Kuali Enterprise Workflow

Bill Overman, Claire Tyson and Henry Ito
Focus: KFS Chart of Accounts

Rhonda Dwyer, Lisa Oliva and Tyler Wilson
KRA Proposal Development: KRA Release 1.0 is Proposal/Budget Development.  Our Proposal/Budget experts will talk you through the functionality of creating and developing a proposal, and Grants.gov proposal submissions.

Dave Alderson
Overview of Kuali Student Technical Architecture: Getting Real with SOA (Technical). This session is an extension of the Kuali Student Overview presentation intended for attendees wanting more detail on the project’s technical scope. Attendees will learn about the technical design of Kuali Student, the valuable open source assets that are being delivered to the community along the way, and how they can prepare to take advantage of its products in their future system plans.
Handouts: Presentation

Nathaniel Johnson, Jonathan Keller
Kuali Nervous System: The Kuali Nervous System is used as the application development framework component of Rice that ties all of the Rice components together and allows for development of arbitrary functional applications.  This session will focus on describing the functionality offered in the KNS and how it can be used to build Kuali Rice based applications.

Invited Guests Only

Eric Stine, Phil Cifarelli, Josh Andrews
The Last Link in the Chain: Addressing integration issues associated with enterprise financial systems implementations. Enterprise financial systems such as Kuali form the backbone of an institution’s administrative infrastructure, supporting a variety of organizational needs, business processes, and structural controls.  Exposed to issues that include accounting compliance and fund accounting requirements, internal controls and approvals, security, reporting, and stewardship, the financial system performs a key role in maintaining the University’s business operations.  However, financial systems are “the end of the food chain;” downstream from myriad business processes and feeder systems, and must be properly integrating to maintain the integrity of the University. This presentation will focus on identifying the key business processes and likely feeder systems encountered during an enterprise financial systems implementation, and will discuss strategies for proactively identifying and documenting these systems so the appropriate work effort can be assessed, preventing delay or user rejection of the new system.  Topics will include payroll, student accounting and financial aid, grants and sponsored research, budgeting, housing, dining and parking services, and procurement.

Marilyn Kisters, Cathy Salino and Charlie Sinex
Purchasing/Payables: From end user requisition to purchase order to vendor payment -- this KFS module does it all.
Handouts: Presentation, Purchasing/Accounts Payable Fact Sheet

Mike Criswell, Evelyn Portee, Vince Schimizzi and Lauri Thornhill
Setting up an Extended Attribute: A powerful KFS feature is the ability to add customized attributes for unique needs. Learn how this is accomplished including setting up the associated business rules and workflow routing.
Handouts: Presentation

Damon Dorsey, Kymber Horn, Barb Sutton and Nicole Rawleigh
Focus: KFS Workflow/e-Docs

Warren Liang and Mike Criswell
Installing, Configuring & Customizing KFS:  A technical perspective on installing, configuring and customizing KFS.
Handouts: Presentation

Rhonda Dwyer, Lisa Oliva and Tyler Wilson
KRA Budget Development: KRA Release 1.0 is Proposal/Budget Development.  Our Proposal/Budget experts will continue the Proposal/Budget discussion with a detailed overview of Proposal Budget functionality.

Break

Bob Ricci
FRS Birds-of-a-feather session: An opportunity for FRS schools to get together to discuss current progress in migrating from FRS to KFS.  This meeting will also determine when and where a dedicated, in depth meeting should be scheduled.
Handouts: Presentation

Sterling George, Marcel Villalobos and Suzanne Zimbardo
Labor Distribution: This KFS module can be the link between your HR and KFS systems. It has all the salary and wage and benefits information by person, pay period and account number.
Handouts: Presentation

Mark Barton, Anna Jensen and Eben Sutton
Accounts Receivable: This KFS module, scheduled for Release 3, handles all aspects of non-student accounts receivables.
Handouts: Presentation

James Smith and Justin Beltran
Building KFS Using KNS:  Work through a specific example of creating an e-Doc, business rules, accounting lines, etc. as an example of how KFS has been built.
Handouts: Presentation

Dan Dwyer and Ray Stinson
IRB: KRA Release 2.0 includes IRB, the module for Human Participants protocol submission and IRB committee review.  Our IRB experts will explain functionality from the research compliance perspective.  This session will fit with the later KRA Research Compliance session.
Handouts: Presentation

Rhonda Dwyer, Lisa Oliva and Tyler Wilson
KRA Lab: Focus is on Proposal Development and Grants.gov S2S submissions.  The facilitators will help you work through a KRA Proposal, and take your questions.

Rick Burnette and Bill Spann
KS Person Identity & Learning Unit Management Service Design (Functional): This workshop will allow the participants to learn more about the main business domains that are planned for the first release of Kuali Student. Learning Unit Management is a new abstract concept that will support traditional learning experiences and will provide institutions with the flexibility to add new types of learning experiences. Participants will have the opportunity provide input that will be factored into the design for the release.
Handouts: Presentation

Kymber Horn, John Hunter, Kathleen McNeely, Susan Moore, Chuck Ruch, Vince Schimizzi, Kim Yeoh
Implementing KFS Classes of 2009/2010: Some colleges and universities are planning their KFS implementations. Join the discussions of how to plan for an implementation.

Sherry Kapperman, Marilyn Kisters, Cathy Salino, Charlie Sinex and Nicole Rawleigh
Focus: KFS Purchasing/Payables

Bin Gao, Sewit Adams and Jerry Neal
Continuous Quality Assurance (QA)-Lessons Learned: We have learned a lot from writing and automating unit tests for KFS. This session will report on results from writing tests and include many good examples of unit tests.
Handouts: Presentation

Terry Durkin, Bryan Hutchinson and Andy Slusar
COEUS/KRA Technical Topics: KRA and Coeus Development Managers will discuss their approach to the technical challenges posed by basing KRA on the Coeus application. This session will include a discussion of the technical approach to incorporating Coeus functionality in KRA;   A discussion of KRA/Coeus Future Directions; How do we keep the applications from diverging?  How do we eventually merge the applications?   A discussion of how institutions will migrate from Coeus to KRA.
Handouts: Presentation

Leo Fernig, and Richard Spencer
Electronic Concierge (Functional): This workshop is an opportunity to learn more and provide input on Concierge functionality of Kuali Student. The electronic Concierge application will allow students to more simply create effective academic plans by anticipating their needs and offering them relevant choices.
Handouts: Presentation

Mark Olson, Eric Letsinger, Joanne DeStefano and Lee Belarmino
The Road Chosen - Strategies and Approaches for Kuali Financial System Implementation and Integration: As we continue down the path towards implementing KFS, schools now face interesting choices surrounding implementation alternatives.  Some campuses are choosing to "go it alone," while others are seeking multiple implementation partners to support their efforts, and yet others are looking for more traditional consulting arrangements for their projects.   Once again we find ourselves facing new questions in a new environment and the implications of the Community Source Software paradigm raise fascinating new challenges.   Join a panel of representatives from schools who are choosing different approaches and participate in a lively discussion of the many considerations we should keep in mind as we continue down the Kuali path.

Reception for Kuali Days attendees and Board Members.

Breakfast

Brad Wheeler
Sustaining Our Third Era of Software: In the third era of enterprise systems, we have the opportunity shape our collective future, but with opportunity, we overtly assume responsibility too.  This session addresses the opportunities and challenges of long-term community sustainability for the multiple systems and integration of Kuali Foundation projects.

Break

Jim Becker and Paul Sandoval
Contracts and Grants:  KFS handles all post-award financial accounting and reporting requirements for sponsored programs.
Handouts: Presentation

Norm Peacock and Kim Yeoh
Endowment: Kuali Endowment Management (KEM), a separate KFS project, includes: investment tracking and reporting, investment participation management and reporting, budgeted and actual income projections and access to donor instructions.
Handouts: Presentation

Sterling George, Keiko Takahashi, Marcel Villalobos and Suzanne Zimbardo
Focus: KFS Labor Distribution

Chris Kirschenman and Heather Stapleton
Technical Review- Purchasing/Payables:  An in-depth technical look at the KFS Purchasing/Payables module.
Handouts: Presentation

Terry Durkin, Bryan Hutchinson and Andy Slusar
KRA Application Architecture: The Development Managers for KRA will discuss the KRA application architecture, the use of Rice in KRA, extensions made to Rice for KRA, the KRA tool set and the KRA development process.
Handouts: Presentation

• Expose rules through a user interface
• Apply Business Intelligence to the rules repository, and
• Apply workflow to business rules

This presentation will review the underlying data structures and services of the BRMS.
Handouts: Presentation

Break

Anna Jensen and Shelley Pierce
Capital Assets:  This KFS module, scheduled for Release 3, handles all aspects of maintaining capital asset records including depreciation.
Handouts: Presentation

Troy Fluharty, Kymber Horn and Kim Yeoh
All Aboard - “Selling” KFS to Your School:  How do you get the whole campus to support your KFS implementation? Come and learn how others are doing this and join the discussion.
Handouts: Presentation

Jim Becker, Paul Sandoval and Mark McGurk
Focus: KFS Contracts and Grants

Paul Sandoval, Scott Heise and Kenton Hensley
“Kuality” Assurance:   Joint KFS/KRA discussion of the Quality Assurance process, usability, accessibility, testing, etc. 
Handouts: Presentation

Chris Kirschenman and Anthony Potts
Building a production quality Rice Application at SJDC: San Joaquin Delta College needed to replace their laborious paper timekeeping process with a light-weight and efficient electronic system. Rice was the obvious answer. SJDC has been a long-time supporter of open source projects in general and Kuali in particular and they were eager to see it put into production. rSmart has worked closely with them to create a custom Rice timekeeping system that takes advantage of many aspects of Rice including: workflow, notification, service bus, and the nervous system core. During this sesion you will learn about some of the unique features of Rice used for this application as well as some of the ups and downs of using Rice.

Renee Dolan, Pam Harrington and Susan Mundt
KRA Awards: KRA Release 2.0 includes Awards, the module for logging and tracking incoming research awards and modifications, and preparing the award budget.  Our Awards experts will provide a detailed overview of Awards functionality.
Handouts: Presentation

KS

Rick Burnette and Gord Uyeda
KS Design Review - Learning Unit Management Part II: This workshop has a functional focus, and is a continuation of "KS Person Identity and Learning Unit Mangement Service Design" (3:45 - 4:45 Tues). Learning Unit Management is a new abstract concept that will support traditional learning experiences and will provide institutions with the flexibility to add new types of learning experiences. Participants will have the opportunity provide input that will be factored into the design. A round table discussion will allow additional topics to be presented and discussed as well.

12:00 - 1:00

Sameer Arora
Syntel Kuali Center of Excellence – A Sustainability Model for Kuali Clients: The Presentation will highlight Syntel’s Center of Excellence Model for Kuali Clients. The discussion will focus on Syntel’s operating model to support clients through the Kuali lifecycle including implementation, deployment, maintenance and enhancement. The session will also include demos of enhancements and implementation accelerators being developed at the Syntel Kuali Center of Excellence:

• Legacy Data Migration Workbench
• Integration of Active Directory Authentication with KFS using a custom built utility
• User Interface Customization

Susan Parrish
Budget Construction:  This KFS module, scheduled for Release 3, supports the annual budget preparation process.
Handouts: Presentation

Kathie Egami, David Lyons, Claire Tyson and Nicole Rawleigh
KFS Lab: An opportunity for hands-on interaction with KFS using the Test-Drive or special scripts. Most labs have a focus as noted based upon on a previous presentation. Functional and technical assistants will provide guidance and answer questions.

Cath Fairlie, Andy Slusar and Jim Thomas
Kuali Project Management: A joint KFS/KRA/KS discussion of the tools, methodology and processes we use to coordinate and manage the Kuali development efforts. Presenters are the Project Managers.
Handouts: Presentation

Lori Schultz and Ray Stinson
KRA Research Compliance: KRA is working with the Coeus Consortium on development of an IACUC module.  This module represents new functionality for both.  The presenters will discuss IACUC status, and how the work we’re doing now will result in an IACUC module for both KRA and Coeus.  We also hope to cover research compliance topics that come with later releases of KRA.

Leo Fernig
Kuali Student Configuration (Technical): Kuali Student is being built as a highly configurable application allowing configuration of business rules, business processes, and the data model. This workshop is an opportunity to exchange ideas on the configuration application  and to explore intersection points Kuali Student and Kuali Rice.
Handouts: Presentation

Rhonda Dwyer, Lisa Oliva and Tyler Wilson
KRA Lab: Focus is on Budget Development for a proposal.  The facilitators will help you prepare a KRA budget, and take your questions.

Peter Asquith, Lori Schultz, Andy Slusar and Ray Stinson
Future/Joint Initiatives with Coeus: As KRA and the Coeus Consortium work together, a number of questions about convergence/divergence, migration strategies, and participation come up.  The panel of presenters will talk about how these issues are handled proactively, how we work to meet the needs of stakeholders, and our future plans.

Cindy Nahm, Wil Johnson, and Tim Heidinger
KS User Interface (Functional and Technical): Kuali Student is currently considering using Google Web Toolkit (GWT) after researching various technology options. In addition, Kuali Student is collaborating with the FLUID project to develop user-centered methodologies for the various stages of research, prototyping, development and deployment. This workshop will allow participants to learn about the key factors impacting the decision for the selection of GWT and provide an opportunity to share insights on user interface and user experience design.
Handouts: Presentation

Invited Guests Only
The Kuali Financial Functional Council will meet to review the functionality, time lines and resources associated with the release of KFS 3 and will identify any changes or adjustments that need to occur.

Invited Guests Only
The KFFC Technical Team consists of the KFS Project Manager, KFS Development Managers, and the QA Manager.  The Technical Team meets to review Kuali Financial System project plans, a discussion of current issues and hot topics among the development teams, and resource allocations for the completion of remaining KFS 3.0 deliverables. 

Invited Guests Only

Invited Guests Only

Invited Guests Only
Continuation of Thursday’s meeting.

Invited Guests Only

Invited Guests Only