1 performing procurement due diligence with an open source erp?
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Performing Performing Procurement Due Procurement Due Diligence with an Diligence with an Open Source ERP?Open Source ERP?
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IntroductionsIntroductions
• Jennifer Foutty– Background in finance, IT and purchasing– Currently a buyer– Recently implemented a home-grown
procurement system at IU • Bob Ricci
– 25 years in all levels of education– K-12– Higher Ed
– Background in finance– Experience in both Vended and Open Source
applications
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AgendaAgenda
• What is ‘Open Source’?• Current Kuali project • The open source model as it relates
to procurement• Possible issues and concerns• Questions and Answers
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What is Open Source? What is Open Source? Community Source?Community Source?
• Open source is a set of principles and practices on how to write software, – Source Code– Free Redistribution– Derivative Works
• Colleges and universities have used the term Community Source to refer to a type of community coordination mechanism that builds on the practices of open source communities.– Copyright for the software is often held by an independent
foundation • Examples of this include Sakai Project, Open Source Portfolio and
Kuali Foundation
• We’ll examine Community Source by focusing on Kuali
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What is Kuali?What is Kuali?
•Kuali is:–a community source initiative –an evolving comprehensive administrative suite
–designed to serve the needs of all Carnegie Class colleges and universities
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Kuali CommunityKuali Community
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How is a Community How is a Community Source product Source product developed?developed?
• Funding Model• Prioritization• Functional Specifications• Technical Infrastructure• Resource Assignments• QA and testing• Documentation and Implementation
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Organization of KualiOrganization of Kuali
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Organization RolesOrganization Roles
• Project Board– Voting member from each Institution– Corporate affiliates– Chair is appointed
• Project Manager– Oversees developers from each Institution
• Functional Council– Members from each Institution– Subcommittees with SMEs
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Funding ModelFunding Model
• Each partner makes a dollar commitment to join
• Each partner makes a resource commitment
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PrioritizationPrioritization
• Functional councils on each project• “Bubble-up” of requests• Resources are assigned by the
Project Manager
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Infrastructure and Infrastructure and TestingTesting
• “Rice”• Evolves through projects’
requirements and specifications• Central “kuality assurance” body
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Can Community Source Can Community Source compete?compete?
• We have one model we can discuss….
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Kuali Financial System Kuali Financial System Release ScheduleRelease Schedule
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Kuali FunctionalityKuali Functionality
“When we say free, think free puppy not free beer.”
-Brad Wheeler, Indiana University
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The Question of The Question of SustainabilitySustainability
• Some principles that apply to software– Dealing transparently and systemically
with risk and uncertainty. – A commitment to best practice. – The principle of continuous
improvement. – The need for good governance.
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How does Kuali How does Kuali measure up?measure up?
• …Risk and uncertainty …– very transparent organization. – Open membership. – ‘Customers’ are designers and
developers
• …Commitment to best practices …– SOA – Rice anticipates integration of
legacy or best of breed applications
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How does Kuali How does Kuali measure up?measure up?
• …Continuous improvement …– Open Source model facilitates
modifications and improvements– Commercial Support model promotes
free market competition for services and support
• …Good Governance …– Community involvement in structured
Foundation ensures a solid ‘business’ approach to Kuali
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How do you “buy” a How do you “buy” a Community Source Community Source product?product?
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Traditional RolesTraditional Roles
• Identify– Needs– Possible Solutions – Build or Buy
• Evaluate– Function– Fit
• Implement• Support
The Institution
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Traditional RolesTraditional Roles
• Development• Sales• Consulting and Training• Technical and Functional
Support
The Vendor
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Traditional RelationshipsTraditional Relationships
• Development
• Sales
• Consulting and Training
• Technical and Functional Support
The VendorThe Vendor
• Identify– Needs– Possible Solutions – Build or Buy
• Evaluate– Function– Fit
• Implement• Support
InstitutionInstitution
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The Changing ParadigmThe Changing Paradigm
• Not dealing with traditional software vendors
• There is no sales force for Kuali• There is no license fee• You don’t need to purchase the software to
load it• You don’t need to rely on vendor responses
to RFI’s or RFP’s to understand the product• Separate RFP for Services (Implementation
and Support) to accommodate Commercial Support model
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A New Model?A New Model?
• Community
• Kualifier
• Commercial Support Organization
ResourcesResources
• Identify– Needs– Possible Solutions – Build or ‘Buy’
• Evaluate– Function– Fit
• Implement• Support
InstitutionInstitution
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How do you implement a How do you implement a Community Source Community Source product?product?
• Community Source ≠ Community Support– Most schools are not funded or staffed to
provide support to other schools
• Commercial Support is an important element in the Community Source model
• Dedicated resource to assist schools with– Evaluation– Planning– Implementation– On-going support
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How do you implement a How do you implement a Community Source Community Source product?product?
• As a Commercial Affiliate rSmart is an active community member
• rSmart is committed to Open Source in Higher Education– Involved with Kuali since the beginning– Sakai and OSP
• We understand the changing paradigm that Community Source introduces– Offer a unique Kuali evaluation tool –
‘Kualifier’
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What is the What is the KUALIFIER?KUALIFIER?
• The KUALIFIER is a structured, guided,
and supported evaluation of The Kuali
Financial System (KFS).
• The KUALIFIER helps build institutional
confidence prior to adoption and
organizational readiness prior to
implementation.
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• The KUALIFIER consists of services,
tools, and dedicated support designed
to overcome the technical and
functional complexities that can be
challenging to an effective financial
system evaluation.
What is the What is the KUALIFIER?KUALIFIER?
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The rSmart GroupThe rSmart GroupSupporting Open Source Innovations in Education
Open Source Projects
We are the leading open source application software company serving the education market. It’s our passion and only focus.
We package, certify, service, and support a suite of enterprise financial and collaborative learning applications that are powering the Education Enterprise.
We have been instrumental in establishing and sustaining some of the most visible open source projects in education.
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Wrap-up and Q&AWrap-up and Q&A
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For more For more information…..information…..
www.indiana.edu/~purchase www.rsmart.com