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CIT Accomplishments and Plans - Computing at Cornell - Cornell ...

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9<br />

Developing Contemporary Systems<br />

kfs.dfa.cornell.edu<br />

Bringing Kuali Higher Educ<strong>at</strong>ion<br />

Products to <strong>Cornell</strong><br />

kuali.org/cornell-story<br />

As a member of the Kuali Found<strong>at</strong>ion<br />

since 2005, <strong>Cornell</strong> collabor<strong>at</strong>es with<br />

other universities to develop communitysource<br />

software built specifically for<br />

higher educ<strong>at</strong>ion . Our particip<strong>at</strong>ion<br />

focuses on the Kuali Financial System<br />

(KFS), Kuali Rice middleware, <strong>and</strong> the<br />

Kuali Coeus (KC) research administr<strong>at</strong>ion<br />

system . Currently, KFS <strong>and</strong> Rice are being<br />

implemented <strong>at</strong> <strong>Cornell</strong> . Kuali Coeus<br />

is still under development by the Kuali<br />

Found<strong>at</strong>ion .<br />

Several large projects under<br />

way indic<strong>at</strong>e a shift in<br />

<strong>Cornell</strong>’s technology decisionmaking<br />

toward employing<br />

common technology<br />

frameworks th<strong>at</strong> encourage<br />

consistent business practices<br />

<strong>and</strong> cost-effective use of<br />

resources, while making life<br />

easier for technology users.<br />

Kuali Found<strong>at</strong>ion projects being implemented <strong>at</strong> <strong>Cornell</strong> will help<br />

provide end-to-end consistency, from Cynergy’s reusable development<br />

architecture, to fe<strong>at</strong>ures th<strong>at</strong> allow staff in different departments to<br />

use the same methods, to workflow capabilities th<strong>at</strong> corral dispar<strong>at</strong>e<br />

business tasks into one inbox. As <strong>Cornell</strong>’s requirements for managing,<br />

manipul<strong>at</strong>ing, <strong>and</strong> analyzing its d<strong>at</strong>a grow more complex, our<br />

m<strong>and</strong><strong>at</strong>e is to offer <strong>and</strong> support solutions th<strong>at</strong> promote efficiency as<br />

well as encourage flexibility, collabor<strong>at</strong>ion, <strong>and</strong> excellence.<br />

The explor<strong>at</strong>ion of managed desktops for university-owned<br />

computers demonstr<strong>at</strong>es backing for centralizing services where they<br />

improve productivity or security without overly limiting autonomy in<br />

the colleges <strong>and</strong> units.<br />

Kuali Financial System <strong>at</strong><br />

<strong>Cornell</strong><br />

kfs.dfa.cornell.edu<br />

The project to implement the Kuali<br />

Financial System <strong>at</strong> <strong>Cornell</strong> is cosponsored<br />

by <strong>CIT</strong> <strong>and</strong> the Division of<br />

Financial Affairs, <strong>and</strong> the team includes<br />

members from both organiz<strong>at</strong>ions along<br />

with subject m<strong>at</strong>ter experts from around<br />

the university . Implement<strong>at</strong>ion began<br />

in June 2009 <strong>and</strong> will progress in three<br />

year long phases toward the final release<br />

in July 2012 . KFS will replace <strong>Cornell</strong>’s<br />

outd<strong>at</strong>ed, unsustainable financial system<br />

with a powerful, distributed solution th<strong>at</strong><br />

meets the financial requirements of a<br />

modern research university .<br />

The major deliverable for the<br />

first phase, ending July 2010, is the<br />

implement<strong>at</strong>ion of a chart of accounts<br />

<strong>and</strong> general ledger ready to accept FY11<br />

beginning balances <strong>and</strong> transactions . In<br />

support of th<strong>at</strong> goal, our efforts include<br />

preparing detailed implement<strong>at</strong>ion plans<br />

for the modules, applic<strong>at</strong>ion interfaces,<br />

<strong>and</strong> d<strong>at</strong>a conversion <strong>and</strong> inform<strong>at</strong>ion<br />

delivery elements scheduled to go<br />

live in 2011 . Work is also in progress on<br />

business process analysis, mapping<br />

current financial working processes to<br />

KFS functionality in order to underst<strong>and</strong><br />

future workflow <strong>and</strong> identify any gaps<br />

th<strong>at</strong> cannot be bridged by changes in<br />

procedure .<br />

The KFS team is working closely with<br />

liaisons from the colleges <strong>and</strong> units, who<br />

are coordin<strong>at</strong>ing implement<strong>at</strong>ion efforts<br />

in their areas . The liaisons are important<br />

points of contact for communic<strong>at</strong>ions<br />

about a project th<strong>at</strong> will change the<br />

financial management l<strong>and</strong>scape for<br />

thous<strong>and</strong>s of university staff members .<br />

In parallel with the work required<br />

to reach our July 2010 deliverables, we<br />

will define the resources, schedule, <strong>and</strong><br />

budget required to complete the KFS<br />

implement<strong>at</strong>ion’s second phase, to end<br />

July 2011 . This phase will include the<br />

following modules: accounts payable,<br />

purchasing, capital assets, <strong>and</strong> labor<br />

distribution .<br />

Kuali Coeus<br />

confluence.cornell.edu/display/KRA/Kuali+<br />

Coeus+for+research+administr<strong>at</strong>ion<br />

Through our work with the Kuali<br />

partnership, <strong>Cornell</strong> staff have<br />

contributed to project management,<br />

functional specific<strong>at</strong>ions, user interface<br />

design, <strong>and</strong> technical development for<br />

the Kuali Coeus research administr<strong>at</strong>ion<br />

system . During FY09, <strong>CIT</strong> <strong>and</strong> Sponsored<br />

Projects started planning for the<br />

implement<strong>at</strong>ion of KC <strong>at</strong> <strong>Cornell</strong>, drafting<br />

a timeline for KC modules <strong>and</strong> outlining<br />

discovery phase activities .<br />

KC will enable research administr<strong>at</strong>ors<br />

<strong>and</strong> principal investig<strong>at</strong>ors in sponsored<br />

programs <strong>and</strong> research compliance<br />

oper<strong>at</strong>ions to manage all aspects of grant<br />

proposal development <strong>and</strong> submission .<br />

KC will facilit<strong>at</strong>e consistent business<br />

processes across campus, ensure<br />

adherence to university policy <strong>and</strong><br />

federal regul<strong>at</strong>ions, <strong>and</strong> provide a better<br />

service to faculty .<br />

Cynergy: Kuali Rice <strong>at</strong> <strong>Cornell</strong><br />

cynergy.cornell.edu<br />

Cynergy is the name of the <strong>Cornell</strong><br />

project to implement Kuali Rice, the<br />

middleware th<strong>at</strong> undergirds KFS <strong>and</strong> KC .<br />

Cynergy provides a common framework<br />

for applic<strong>at</strong>ion developers, allowing<br />

for rapid custom development to solve<br />

business problems . This will be available<br />

for functional areas beyond the Kuali<br />

applic<strong>at</strong>ions .<br />

We released Cynergy phase one into<br />

production <strong>at</strong> the beginning of FY09, <strong>and</strong><br />

during the year incorpor<strong>at</strong>ed its workflow<br />

<strong>and</strong> notific<strong>at</strong>ion fe<strong>at</strong>ures to applic<strong>at</strong>ions<br />

<strong>Cornell</strong> already uses . This provides<br />

users a single inbox of action items for<br />

accomplishing university business—a key<br />

fe<strong>at</strong>ure of the Kuali structure .<br />

The primary FY10 objectives are to<br />

support the KFS implement<strong>at</strong>ion project,<br />

which depends on Cynergy; collabor<strong>at</strong>e<br />

with the KC implement<strong>at</strong>ion project team<br />

on its deliverables; upgrade Cynergy; <strong>and</strong><br />

support the development of autom<strong>at</strong>ed<br />

workflow processes to improve<br />

oper<strong>at</strong>ional efficiency across campus .

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