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Haverford eKuality Project. Replacement of 30-year old Legacy Financial System with State-of-the-Art Open Source Higher Education Financial Management Enterprise System. eKuality – Why ?. Current system (Admin) was custom built 30 years ago Built on old green screen technology

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haverford ekuality project
Haverford eKuality Project

Replacement of 30-year old Legacy Financial System with State-of-the-Art Open Source Higher Education Financial Management Enterprise System

ekuality why
eKuality – Why ?
  • Current system (Admin) was custom built 30 years ago
    • Built on old green screen technology
  • No longer meets the College’s financial management, budgeting, or reporting needs
  • Board of Managers tasked Business Office and IITS to put in a robust financial management and accounting system.
  • Offers huge operational and reporting benefits to the College
ekuality what
eKuality – What ?

Enterprise Software for Higher Education by Higher Education

Sustains and evolves Administrative software for Institutions of Higher Education.

Open Source – No software licensing or maintenance costs. Not beholden to corporate owners

Open Community – Existing members contribute back to all

Modular and Scalable – pick and choose the functionality needed.

history of kuali
History of Kuali

Launched in 2004 by Indiana University, University of Hawaii, and NACUBO

Received funding from Mellon Foundation in 2005

First System Completed was Kuali Financial System (KFS) in 2006

Currently 11 Institutions Using KFS in Production

Haverford will be the first small Liberal Arts College running KFS – we will be a leader for many to follow

ekuality project details
eKuality Project Details
  • New Chart of Accounts
  • Modules
    • General Ledger
    • Contracts and Grants
    • Purchasing and Accounts Payable
    • Budget Construction
  • Impact on College Users
ekuality project timing
eKuality Project Timing
  • System selection completed last summer – unanimous choice
  • Project started in September, 2011
  • Project Planning Phase Completed Nov. 23
  • Project Implementation Phase began last week
  • Training for all users in June, 2012
  • Project Go-Live planned for July, 2012
    • Includes Chart, G/L, Grants, Purchasing, A/P
  • Budget Construction Go Live in Fall 2012
ekuality project team
eKuality Project Team

Executive Sponsor – Mike Casel

Project Managers – Spencer Golden & Kathi Ruffin

Project Team Members – Business Office staff, IITS staff, Purchasing Office staff

Subject Matter Experts – from across campus

Implementation Partner – Navigator

questions
Questions ?

12/5/11

8

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