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Kuali Workflow Implementations in Higher Education

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Learn from Kuali experts about implementations at Indiana, Cornell, and Colorado State universities. Detailed insights, integrations, and future plans shared.

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Kuali Workflow Implementations in Higher Education

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  1. Kuali Days VIII - November 18, 2009 KEW Implementation Panel

  2. The Panelists • Eric Westfall – Indiana University • Craig Solinski – Indiana University • Tony Potts – rSmart • Aaron Godert – Cornell University • John Walker – Colorado State University • David Elyea - San Joaquin Delta College

  3. Format of this Session • Each of the representatives will talk briefly about what they are doing with Kuali Enterprise Workflow at their institution. • We answer your questions!

  4. Indiana University

  5. Kuali Rice Implementation @ IU • Currently using Rice 0.9.1 • implemented in November 2007 • Planning an upgrade in February/March of 2010 to Kuali Rice 1.0.1 • Most of our Enterprise systems integrate with Kuali Rice (in particular KEW) in one way or another • Our team also does a lot of work with departmental application areas and eDocLite

  6. KEW Integration @ IU - Enterprise • Electronic Research Administration • Human Resources • Timekeeping • Paid Time Off Submission • Purchasing • Travel • IU Foundation • Billing for Storage and Virtualization Services • Student System • Add/Drop Courses • Grade Change • Schedule of Classes • Enterprise Portal – Action List Portlet • Coming Soon: • Faculty Annual Reporting • Information and Reporting Environment (DSS) • KFS and KC!

  7. rSmart

  8. KEW Integration @ IU - eDocLite • Safeword Card Request • Office of the Vice President for Research • Internal Funding Request • Conflict of Interests • University Graduate School – Course Remonstrance • IU Health Center – Electronic Appointment Requests • Dean of Faculties – Office of Affirmative Action • Bloomington Registrar • Bulletin • Documentation • Student System – Special Credit Request • Purchasing Contracts • Account Management System • University College – Request for Absence • Security Office • Motor Pool Request • Oncourse (Sakai) Administrator Request

  9. rSmart

  10. Kuali Rice Implementations • Created Timekeeping application with SJDC using Rice 0.9.3 • Implemented custom route nodes for CSU on Rice 0.9.4 for KFS implementation (live in July) • Implemented custom route nodes for NPS KFS implementation (live in October) • Implementing custom route nodes at UofA using Rice 1.0.1 for KFS

  11. Rice Integration • KIM/LDAP integration • Using Spring • In Production at SJDC and NPS on older branch with Rice 0.9.4 • In testing at UofA with Rice 1.0.1 (big changes) • Session tomorrow with Leo from UofA and David from SJDC • Required minor core rice fix related to hard coded admin users (patch available to use a parameter)

  12. Rice Interest beyond KFS • Helping several other Universities switch to Rice as their standard development platform • Brown University • UCONN • RF CUNY • Illinois State • UC Merced

  13. Cornell University

  14. Kuali Rice Implementation @ Cornell • Currently using Rice 0.9.2.1 • Live in September 2008 • Planning an upgrade in February/March of 2010 to Kuali Rice 1.0.X • Just starting to integrate KEW into our enterprise applications – strategically and holistically • Have built a number of Kuali Rice KNS based applications at Cornell

  15. Kuali Rice Implementation @ Cornell

  16. PDF Workflow Documents @ Cornell Rice 1.1

  17. Kuali Rice Implementation @ Cornell • ColdFusion and PHP wrappers over Rice web services • Integration with Cornell’s Kerberos based web authentication for SSO • Integration with Cornell’s directory (LDAP) • Integration with Cornell’s group management system (ACL server  Active Directory) • PeopleSoft integration (web services) • HR supervisor workflow rule • Business process orchestration

  18. Colorado State University

  19. KEW • Colorado State University • Implemented KFS July 2009 • Implementation Branch Bundled Rice 0.9.4 • IT Implementation Team • 2 Non-Java Technical team members • 1 Java Tendered Resource (4 months) • As close to out-of-box as possible

  20. Workflow / Approvals • Most new roles created via SQL • (Impl branch cannot create permissions/responsibilities) • 20 new Java roles (FP, Purap, CAM) • rSmart developed 16 roles • Majority use Parameters for Role Qualifiers • Extensive use of KIM Groups • Rework required for pCard and Research • Smooth Sailing

  21. Future • Upgrade to KFS Release 3.0 w/ Rice 1.0.1 • Unbundle Rice (Standalone) from KFS - 2010 • KC 2.0 w/Rice 1.0 – KC Standalone – 2010 • Goal – Single Action List KFS and KC • Travel Expense System using Rice

  22. San Joaquin Delta College

  23. Delta College Existing Applications • Kuali Financial System (Early Implementer) • Worked with rSmart to implement • Added new KIM Role nodes • Customized existing KFS Roles used by routing • Time and Attendance • Existing system is paper timesheets for all staff • Uses KEW Rule Template routing • Gives us a better system of approval process by managers • Allows for programmatic collection of data

  24. Delta College Upcoming Applications • Kuali Financial System 3.0 • KSB Adapter project to allow legacy applications connection to Service Bus • Personnel Action Application • Rice 1.0.1 Application • Uses KIM based routing • Human Resources wrapper • Sold to HR Staff as a Workflow application that eliminates manual communication

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