“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

1. The Business Case for Kuali Rice
Kuali Rice

2. Your Presenters
Bill Yock – Vice-Chair, Kuali Rice
University of Washington
Tony DiSanza, Innovativ Consulting Partners
Mitch Dysart, Innovativ Consulting Partners
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3. 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
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4. 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
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5. 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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6. Single Most Important Issue Facing My University is…
All Public Private Public 4-yr Private 4-yr Community
Institutions Universities Universities Colleges Colleges Colleges
Network & Hiring / Network & Network & Network & Network &
Data Security Retaining IT Data Security Data Security Data Security Data Security
(20.3%) Staff (29.3%) (29.9%) (21.7%) (19.8%) (21.3%)
Hiring / Upgrade / Upgrade / Hiring / Hiring / Hiring /
Retaining IT Replace ERP Replace ERP Retaining IT
Retaining IT Retaining IT
Staff (16.7%) (17.3%) (15.9%) Staff (17.0%)
Staff and Staff (16.4%)
Instructional
Instructional Instructional Instructional Distance Ed / User Support
Integration
Integration Integration Integration User Support (11.4%)
(tie 13.0 %)
(11.9%) (13.3%) (13.6%) / Instruction
(tie 10.4 %)
Source: Campus Computing Survey 2008
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7. 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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8. How has Kuali Rice been used?
Sample of Kuali Rice applications that have been built:
Extending ERP Systems: Custom-built systems:
• Timekeeping system • Travel systems
• HR hire, terminate • Traffic Systems
• HR pay raise, additional pay • Inventory Control Workflow
• Travel pre-travel authorizations • Motor Pool request
• Travel reimbursements, etc. • College Request for Absence
• Add/Drop Course
• Faculty Annual Reporting
• Schedule of Classes Service Oriented Architecture
• Grade Change Flexible Integration
• Safeword Card Request Enterprise Workflow Solutions
• Health Center appointment requests
• Data Access Request Consistent Identity Management
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9. What is Kuali software?
Kuali Financials
Kuali Coeus
Kuali Student
(Research Admin)
Kuali Rice
Incubating Projects
Kuali OLE
(Open Library Env)
Kuali HR
Kuali BI
Kuali Ready
(Business
Continuity)
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10. 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/
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11. Rice Components
KNS - Kuali Nervous System
KSB - Kuali Service Bus
KEW - Kuali Enterprise Workflow
KEN - Kuali Enterprise Notification
KIM - Kuali Identity Management
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12. Rice Ingredients
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13. 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
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14. What is the Business Value for the
Kuali Rice components?
• 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.)
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15. 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.)
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16. Why Try Rice?
Because it’s Tasty?
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.
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.
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.
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17. Rice Implementation Example
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18. Rice Licensing
Educational Community License, version 2.0
http://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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19. Rice Roadmap: Release Timeline
Pervasive
Themes
Kuali Business Drivers Service Orientation Integration with Kuali Applications
Version 1.0 Version 1.1 Version 1.2 Version 2.0
Key
Initial Launch Version Compatibility Ease of Implementation Modularity
Version
Themes v1.0.x Patch Releases Industry Standards Project Standardization Leverage existing
Open Source Solutions
Calendar 2009 2010 2011 2012
Degree of
Certainty
Projected Q4 2009
Milestones Rice 1.01 Q2 2010
Q4 2010
As of Release Rice 1.02 Rice 1.1
Nov 2009 Release
Release Q2 2011
Rice 1.2
Forward compatibility Release 2012
Rice 2.0
Release
KFS 3.0 KFS 3.x KFS 4.0 Continued Support for
Kuali App KS 1.0 KS 1.x KS 1.x Kuali Application Releases
Support KC 1.x KC 2.0 KC 2.x
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20. Rice Roadmap: Release Timeline
Pervasive
Themes
Kuali Business Drivers Service Orientation Integration with Kuali Applications
Version 1.0 Version 1.1 Version 1.2 Version 2.0
Key
Initial Launch Version Compatibility Ease of Implementation Modularity
Version
Themes v1.0.x Patch Releases Industry Standards Project Standardization Leverage Existing
Open Source Solutions
Calendar Version 1.0 .x
2009 Version 1.1
2010 Version 1.2
2011 Version 2.0
2012
Degree of
Certainty
• Kuali Identity Management • Complete API Module • Modularize the Kuali • Automated Database
Desired • Convert KEW screens • Framework Compatibility Nervous System (KNS) Generation
Projected to use KNS 2009
Features Q4 • Spring 2.5 Framework • WYSIWIG Workflow Editor • Modularity (SOA, OSGI,
Milestones• Reduce Code1.01
Rice Duplication • Java
Q2 2010 Persistence API -
Q4 2010 • Workflow Escalation ProjectBuild)
As of Rice 1.02
• Project Structure
Release Rice 1.1
Replace OJB with JPA
Release • Action List Improvements • Update Operations for KIM
Please see
Nov 2009 Release
Improvements • PDF Plug In • Document 2011
Q2 Search • Localization Features
current Rice 1.2
• Database Object Name • FERPA, FIPPA Compliance
Forward compatibility Improvements
Release • DROOLS Business Rules
2012
roadmaps
Standardization Upgrades • Standardize Configuration • Kuali Entity Management
Rice 2.0
and status Release
• Improved Documentation • XML Import/Export Parameter Names • Kuali Organization
reports for
• Context Sensitive Help
KFS 3.0 KFSExpanded functionality
3.x KFS 4.0 • Standardize Service NamesSupport for
Continued Management
updates
Kuali App KS 1.0 KS 1.x Management screens
KS 1.x
• Doc Search Enhancements • KIM • Document Type Kuali Application • Formal Published Service
Releases
Support KC 1.x KC 2.0 KC 2.x
• Rice Portal • Research KIM Modularity Delegation Features Contracts
• Administrative Tools
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21. Rice Roadmap: Release Timeline
Pervasive
Themes
Kuali Business Drivers Service Orientation Integration with Kuali Applications
Version 1.0 Version 1.1 Version 1.2 Version 2.0
Key
Initial Launch Version Compatibility Ease of Implementation Modularity
Version
Themes v1.0.x Patch Releases Industry Standards Project Standardization Leverage Existing
Open Source Solutions
Calendar Version 1.0 .x
2009 Version 1.1
2010 Version 1.2
2011 Version 2.0
2012
Degree of
Certainty
• Kuali Identity Management • Complete API Module • Modularize the Kuali • Automated Database
Desired • Convert KEW screens • Framework Compatibility Nervous System (KNS) Generation
Projected to use KNS 2009
Features Q4 • Spring 2.5 Framework • WYSIWIG Workflow Editor • Modularity (SOA, OSGI,
Milestones• Reduce Code1.01
Rice Duplication • Java
Q2 2010 Persistence API -
Q4 2010 • Workflow Escalation ProjectBuild)
As of Rice 1.02
• Project Structure
Release Rice 1.1
Replace OJB with JPA
Release • Action List Improvements • Update Operations for KIM
Please see
Nov 2009 Release
Improvements • PDF Plug In • Document 2011
Q2 Search • Localization Features
current Rice 1.2
• Database Object Name • FERPA, FIPPA Compliance
Forward compatibility Improvements
Release • DROOLS Business Rules
2012
roadmaps
Standardization Upgrades • Standardize Configuration • Kuali Entity Management
Rice 2.0
and status Release
• Improved Documentation • XML Import/Export Parameter Names • Kuali Organization
reports for
• Context Sensitive Help
KFS 3.0 KFSExpanded functionality
3.x KFS 4.0 • Standardize Service NamesSupport for
Continued Management
updates
Kuali App KS 1.0 KS 1.x Management screens
KS 1.x
• Doc Search Enhancements • KIM • Document Type Kuali Application • Formal Published Service
Releases
Support KC 1.x KC 2.0 KC 2.x
• Rice Portal • Research KIM Modularity Delegation Features Contracts
• Administrative Tools
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22. 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…
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23. 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
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24. 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
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25. 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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26. 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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27. Kuali Rice at one University:
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
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28. Kuali Rice Example - KEW
PeopleSoft
Apache/Tomcat
CXF Web
Run SQL’s in PeopleSoft DB
SOAP Services
PS Web Server
OSU Travel
1. Initiate Travel Request App
Client Browser 2. Approve Travel Request
3. Inquire Travel Request
Component Interface
PS App Server
Kuali RICE
(KEW)
Workflow Data
Autosys Batch
Authentication & Travel Application Data
JVM
Send (workflow) email PS DB
SQL
1. Travel Reimbursement PREP
2. Inquire approved Travel Request
Shibbloleth SMTP
Rice DB & Travel DB
Client Browser
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29. eTravel System
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30. 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.
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31. 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)
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32. Alternatives to Rice
Commercial Middleware Identity Management:
Solutions: •Microsoft, Oracle, Sun, Novell, etc
•Oracle – Fusion Workflow:
•Microsoft - Biztalk •Embedded in ECM, applications,
•IBM – Websphere, Tibco portals
And more •Embedded in documentation
management and imaging systems
•BPEL engines in Oracle, IBM, etc.
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33. 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!
Slide 33

34. Commercial Software Costs
Release Open Software
Software Creator Edition Cost (USD)
Date source license
BizTalk Server Microsoft 2006 2006
$34,999 per processor[2] No proprietary
Oracle BPEL Process 10.1.2.0.
[4] 23-Jan-06 No proprietary
Manager Oracle Corporation 2 $50,000 per processor[5]
Oracle Enterprise
Oracle Corporation 10.1.3.1 ? No proprietary
Service Bus[4] $10,550[6]
Sun Java Composite $100 per employee per year
Application Platform Sun Microsystems 6 Jun-08 subscription, perpetual per proprietary
Suite socket licensing available[8] No[9]
WebSphere
Enterprise Service IBM 6.1.2.0 21-Dec-07 No proprietary
Bus $250 per Value Unit[10]
$85,000 enterprise edition,
$25,000 starter edition (up
WebSphere Message
IBM 6.1.0.2 19-Dec-07 to ten message flows), No proprietary
Broker
$15,000 remote adapter
hosting edition
WebSphere Process
IBM 6.1.2.0 Dec-07 No proprietary
Server 850 per Value Unit[10]
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Source: http://en.wikipedia.org/wiki/Comparison_of_business_integration_software

35. TCO of Open Source DBMS
Source: http://www.mysql.com/tcosavings/
Slide 35

36. Will Rice cure what ails you?
• Rice is maturing and growing
• Encouraging Community participation and
adoption
• Many interested parties looking for
alternatives
Slide 36

37. Entry Points

38. Trial Project #1 – Proof of Concept
• Several alternatives
– Custom Application on Rice
– New GUI for legacy application
– Demonstrate Enterprise workflow
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39. Trial Project #2 – Identity Management
• Integrate KIM with authentication service
– Released w/ integration to CAS
– Underway:
• integration to Shibboleth
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40. Trial Project #3 – Infrastructure Coexistence
• Rice is delivered supporting
– MySql, Oracle RDBMS
– Centos, Redhat Linux
• Other desired support
– Websphere, DB2, etc
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41. 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
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42. Want to learn more about Kuali ?
• To learn more about Kuali – • Edu1World
www.kuali.org
• To learn more about Kuali Rice Open Source Community
http://rice.kuali.org/ Document Library
• Kuali Rice Documentation
• Kuali Days Presentations
• Building the Business Case for
Kuali
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43. References
Campus Computing 2008
The 19th National Survey of Computing and Information
Technology in American Higher Education
Informationweek, 'Free' software makes economic sense MySQL TCO Calculator
By Thomas Claburn, January 17, 2007 http://www.mysql.com/tcosavings/
http://www.informationweek.com/shared/printableArticle.jhtml
;jsessionid=WQOEL4JETN4B3QE1GHRSKH4ATMY32JVN?articleID Security: An Apples-To-Open Comparison?
=196901596 By Serdar Yegulalp, Sep 9, 2009
http://www.informationweek.com/blog/main/archives/2009/09
Is There Such a Thing as Free Software? The Pros and Cons of /security_an_app.html;jsessionid=31UYFVGGIRD1LQE1GHPSKH4
Open-Source Software ATMY32JVN
By Thomas J. Trappler, 2009
http://www.educause.edu/EDUCAUSE+Quarterly/EDUCAUSEQu Wikipedia
arterlyMagazineVolum/IsThereSuchaThingasFreeSoftwar/17457 http://www.wikipedia.org/
5
Kuali Foundation
Magic Quadrant for Application Infrastructure for New http://www.kuali.org
Systematic SOA Application Projects
19 December 2008 Yefim V. Natis, Massimo Pezzini, Jess Kuali Rice
Thompson, Kimihiko Iijima, Daniel Sholler http://rice.kuali.org/
Gartner RAS Core Research Note G00163409
http://mediaproducts.gartner.com/reprints/microsoft/vol3/articl
e6/article6.html
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44. Q&A
Innovativ Consulting Partners
Tony DiSanza - Managing Director
Tony@InnovativCP.com
800-787-1889 x 102
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