Kuali Financials Evaluation

You have questions about rSmart Kuali Financial System

rSmart’s Proof of Concept provides real-world answers

The Proof of Concept Approach

The Proof of Concept allows your users to gain hands-on experience with the Kuali Financial System, using their own data and processes. This hands-on approach is an ideal way for your staff to evaluate the system and engage the campus.

The Proof of Concept Process

Below is a typical Proof of Concept project plan based on our team's experience and the tools and processes we've refined over the past two years. The tasks outlined here will allow your institution's stakeholders to get maximum engagement with your own data with minimal effort. Please note that the actual duration of a POC will vary based on the availability of your institution's resources, but it can be as short as two months.

The Proof of Concept Includes:

Proof of Concept Service Package

Hosted KFS Proof of Concept Services

Initiate and manage project
Assess needs and complete a high level fit-gap analysis
Initialize software
Develop data conversion strategy
Configure system and convert data
Configure Purchasing and AP functionality
Complete hands-on evaluation training
Provide functional and technical support

Hosted KFS Proof of Concept Pricing

Please contact Sean Warren at swarren@rsmart.com.

Hands-On Experience

The rSmart team will work with you to configure the system, load it with your Chart of Accounts and other key data structures, and import critical data such as beginning balances.

Subsequently, your users will be able to effectively evaluate the system using familiar accounts and data. Specifically, campus stakeholders will be able to:

Initiate Chart of Accounts maintenance transactions
Initiate financial transactions
Display General Ledger balances 24/7, including the effect of pending entries
Set up parameters
Set up workflow rules
Add members to roles
Initiate requisitions
Complete purchase orders
Create payment requests
Enter credit memos