Why Teams call analytics are critical to your entire business
Business Case for Kuali Rice 2010
1. open source administration software for education
software development simplified
The Business Case for Kuali Rice - 2010
2. open source administration software for education
Your Presenters
• Tony DiSanza – Innovativ Consulting Partners
1/30/2015 Page 2
3. open source administration software for education
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.
1/30/2015 Page 3
4. open source administration software for education
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
1/30/2015 Page 4
5. open source administration software for education
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%)
1/30/2015 Page 5
6. open source administration software for education
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
1/30/2015 Page 6
7. open source administration software for 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
Custom-built systems:
• Travel systems
• Traffic Systems
• Inventory Control Workflow
• Motor Pool request
• College Request for Absence
1/30/2015 Page 7
8. open source administration software for education
Rice Components
KNS - Kuali Nervous System
KSB - Kuali Service Bus
KEW - Kuali Enterprise
Workflow
KEN - Kuali Enterprise
Notification
KIM - Kuali Identity
Management
1/30/2015 Page 8
10. open source administration software for education
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
1/30/2015 Page 10
11. open source administration software for education
What is the Business Value for the Kuali Rice
Suite?
1/30/2015 Page 11
• Modularity – loosely
coupled components,
reusability, swap ability
• Industry Standards –
leverage Java standards,
tools and conventions
12. open source administration software for education
• 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
Improve Business Processes
What is the Business Value for the Kuali Rice
components?
1/30/2015 Page 12
13. open source administration software for education
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?
1/30/2015 Page 13
14. open source administration software for education
• 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.)
What is the Business Value for the Kuali Rice
components?
1/30/2015 Page 14
15. open source administration software for education
• 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?
1/30/2015 Page 15
16. open source administration software for education
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”
1/30/2015 Page 16
17. open source administration software for education
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 Fractured Atlas
University of Southern California College of Rio Grande /
Uniformed Services University of
the Health Sciences
Saginaw Valley State
San Francisco State
1/30/2015 Page 17
18. open source administration software for education
How is Rice Being Used?
1/30/2015 Page 18
• Proof of Concepts:
– Enterprise Workflow
– Identity Management
• Re-Platforming a
commercial HCM &
Financials solution
• Custom Applications to
initiate adoption of SOA
Principles
• Business Process
Modeling
20. open source administration software for education
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.
1/30/2015 Page 20
21. open source administration software for education
Kuali Rice at one University:
Custom Developed Travel Solution:
Why KEW?
• Lightweight
• Fully functional and configurable
• SOAP compliant
• Community Source
• Completely Embeddable
1/30/2015 Page 21
22. open source administration software for education
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:
1/30/2015 Page 22
23. open source administration software for education
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
ServicesSOAP
Run SQL’s in PeopleSoft DB
Autosys Batch
JVM
Component Interface
SQL
1/30/2015 Page 23
25. open source administration software for education
What are Rice Benchmarks?
Type
• Training
• Deployments
– Workflow
– Identity Management
• Support
Cost / Time
• 3-6 months +
• Depends upon complexity
– Several weeks
– Several months
1/30/2015 Page 25
26. open source administration software for education
Why Not use Rice?
• Several arguments:
– Concerned about time to learn the
product
– Concern about time to deploy
– 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)
– Can Rice be used as an enterprise
solution?
1/30/2015 Page 26
27. open source administration software for education
Alternatives to Rice
Commercial
Middleware Solutions:
•Oracle – Fusion
•Microsoft - Biztalk
•IBM – Websphere,
Tibco
And 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.
1/30/2015 Page 27
28. open source administration software for education
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!
1/30/2015 Page 28
29. open source administration software for education
Commercial Software Costs
Software Creator Edition
Release
Date
Cost (USD)
Open
source
Software
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-07
850 per Value Unit[10]
No proprietary
Source: http://en.wikipedia.org/wiki/Comparison_of_business_integration_software
1/30/2015 Page 29
30. open source administration software for education
Will Rice cure what ails you?
• Rice is maturing and growing
• Encouraging Community participation and
adoption
• Many interested parties looking for
alternatives
• Support alternatives
1/30/2015 Page 30
32. open source administration software for education
Trial Project #1 – Proof of Concept
• Several alternatives
– Custom Application on Rice
– New GUI for legacy application
– Demonstrate Enterprise workflow
1/30/2015 Page 32
33. open source administration software for education
Trial Project #2 – Infrastructure Coexistence
• Rice is delivered supporting
– MySql, Oracle RDBMS
– Centos, Redhat Linux
• Other desired support
– Websphere, DB2, etc
1/30/2015 Page 33
34. open source administration software for education
Kuali Rice Deployment Planning
PLAN EARLY
• Focus on a particular
workload(s) such Kuali
Enterprise Workflow (KEW) or
Kuali Identity Management
(KIM)
• Develop a deployment plan
customized to your unique
environment
WHAT AM I ENTITLED TO?
1, 3, 5 , 10 or 15 days of
planning services delivered
by an experienced Kuali
consultant and Kuali
commercial affiliate.
Gain best practices from an
experienced Kuali
consultant!
Perfect if you want to:
• Perform Kuali
Prototyping
• Develop Kuali Custom
Applications
Our Team – part of the Rice
Development team!
Learn more:
www.innovativcp.com/areyouready
1/30/2015 Page 34
35. open source administration software for education
Engagement Day Details
Kuali Rice Deployment Planning
Days Details
1 Includes a Strategy Briefing Session (SBS) and an overview of Kuali Rice features and solution areas,
plus a review of your environment, pain points and requirements. Together, we will design a high-
level solution based on your business needs and further gain knowledge on how best to deploy
Kuali in your environment.
3 Includes an Architecture Design Session (ADS), participants dive deeper into their requirements
and design a Kuali Rice solution tailored to their environment. Conceptual design, logical and
physical architectures are created for the solution. (in addition to the Strategy Briefing Session).
5 Designed to provide deep guidance on specific Kuali Rice solution capabilities that provide value
within your environment. Includes a virtual lab session for hands-on understanding of the solution
technologies and capabilities, 2 days of deployment planning and assistance with creating a plan
and best practices for deployment. (in addition to the Strategy Briefing and Architecture Design
Session)
10 & 15 Both the 10 and 15 day engagement includes a 3-day ADS to understand your scenarios and
introduce technologies, solutions, and concepts; plus 2 days of deployment planning for a specific
Kuali Rice capability. This is followed by a 5 or 10-day Proof of Concept (POC) project to
demonstrate the solution at a customer environment. (in addition to the Strategy Briefing Session)
Learn more: www.innovativcp.com/areyouready
1/30/2015 Page 35
36. open source administration software for education
Install &
Setup Kuali
Rice
•ANT
•Maven
•Subversion
•Eclipse
•Java
•MySQL or Oracle
•.properties
Kuali Rice
Testing
•eCobertura
•Junit
•Naming
Conventions
Rice
Application
Support
•XML
•OJB
•JPA
•JSP
•Servlet
•Build.xml
Rice
Version
Upgrade
•Struts
•Spring
•Pom.xml
•Version upgrading
•Regression
acceptance of sample
application
Rice
Application
Development
•Groovy
•Core Rice
•KNS
•KEW
•KSB
•KEW
•KIM
To Proceed to the next level of experience with
Kuali, students must demonstrate capabilities
in three core dimensions :
Development Tools
Specific Technologies
Configuration tasks
1/30/2015 Page 36
37. open source administration software for education
How to get started
Download : Rice 1.0.3, 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
1/30/2015 Page 37
38. open source administration software for education
• Kuali Website
• Kuali Rice Site
• Kuali Rice Documentation
• Kuali Resource Guide
• Building the Business Case for
Kuali
Want to learn more about Kuali ?
1/30/2015 Page 38
39. open source administration software for education
References
Campus Computing 2008
The 19th National Survey of Computing and
Information Technology in American Higher Education
Informationweek, 'Free' software makes economic sense
By Thomas Claburn, January 17, 2007
http://www.informationweek.com/shared/printableArticle.jht
ml;jsessionid=WQOEL4JETN4B3QE1GHRSKH4ATMY32J
VN?articleID=196901596
Is There Such a Thing as Free Software? The Pros and
Cons of Open-Source Software
By Thomas J. Trappler, 2009
http://www.educause.edu/EDUCAUSE+Quarterly/EDUCAU
SEQuarterlyMagazineVolum/IsThereSuchaThingasFreeSoft
war/174575
Magic Quadrant for Application Infrastructure for New
Systematic SOA Application Projects
19 December 2008 Yefim V. Natis, Massimo Pezzini, Jess
Thompson, Kimihiko Iijima, Daniel Sholler
Gartner RAS Core Research Note G00163409
http://mediaproducts.gartner.com/reprints/microsoft/vol3/arti
cle6/article6.html
MySQL TCO Calculator
http://www.mysql.com/tcosavings/
Security: An Apples-To-Open Comparison?
By Serdar Yegulalp, Sep 9, 2009
http://www.informationweek.com/blog/main/archives/2009/0
9/security_an_app.html;jsessionid=31UYFVGGIRD1LQE1
GHPSKH4ATMY32JVN
Wikipedia
http://www.wikipedia.org/
Kuali Foundation
http://www.kuali.org
Kuali Rice
http://rice.kuali.org/
1/30/2015 Page 39
40. open source administration software for education
Q & A
Innovativ Consulting Partners
Tony DiSanza - Managing Director
Tony@InnovativCP.com
800-787-1889 x 102
1/30/2015 Page 40
Notas del editor
Innovativ Consulting Partners is one of the leading education consultants in the country. Innovativ provides Drupal consulting services, PeopleSoft consulting services and Kuali solutions to customers in the Higher Education and Public Sector industries. Innovativ is a premier Open Source and Kuali consultant and provides products and services to support Kuali solutions. Innovativ is an Oracle Partner and Kuali Commercial Affiliate and Kuali Rice Board member.
Discuss the top issues as recognized by educause. All Kuali Software address the top 2, Kuali Rice directly addresses IdM, Security, Agility / Adaptability / Responsiveness as well.
Discuss the top issues as recognized by the Campus Computing survey
The Appendix has slides that address each component
Open Options, a project of the Northwest Educational Technology Consortium, is designed to help K-12 decisionmakers and their stakeholders understand open source software
All software has a true total cost of ownership (TCO). The TCO includes the sale price, any hardware and software upgrades, maintenance and technical support, and training (or re-training). Time and frustration may be hard to measure. The "opportunity cost" may also be vague: some open source software only runs in Linux, but many proprietary programs only run in Microsoft Windows or Apple Macintosh. All these components of TCO should be part of the decision to use any software:
Price
Opportunity costs
Other costs
Innovativ Consulting Partners is one of the leading education consultants in the country. Innovativ provides Drupal consulting services, PeopleSoft consulting services and Kuali solutions to customers in the Higher Education and Public Sector industries. Innovativ is a premier Open Source and Kuali consultant and provides products and services to support Kuali solutions. The Innovativ team have delivered Drupal consulting services and led successful implementations for clients within the Education and Public Sector industries Innovativ is an Oracle Partner and Kuali Commercial Affiliate and Kuali Rice Board member.