Keys to Success

About Keys to Success

This has been a year of incredible growth and learning for the Kuali community, and for rSmart as a part of that community. As we reflected on the method to best share this learning, we felt that a traditional case study could simply not capture enough. This guide is our attempt to share the processes, the learning and the successes of the first Kuali Financial System implementations at Colorado State University and San Joaquin Delta College. We have made a conscious effort to highlight differences in approach and perspective. We have also sought to include challenges and issues to provide a realistic and balanced view of the experience.

It is our hope that the keys to success for these institutions unlock and demystify the path to success for your institution. It is also our hope that rSmart can assist and support your success.

Warm Regards,

Chris Coppola
CEO and Founder
rSmart

Kuali Keys to Success book Click on a link below to view individual sections of the guide, or click here to download a full copy of the "Kuali Financial System Keys to Success Guide" guide.

If you would like us to mail you a copy, please fill out the REQUEST FORM.

Intro: Let us introduce you to Kuali, Colorado State University (CSU), San Joaquin Delta College (SJDC) and rSmart.
Collaborate: The Kuali community benefits from participation and contributions of all sorts. The strength of the community results from the diverse individuals and organizations coming together for the benefit of all. Learn the model that CSU and SJDC used when engaging with the Kuali community, the resources they contributed, and the overall benefits they received after adopting the community source model.
Evaluate: Kuali's open approach provides a better way to evaluate fit for your institution. Learn how CSU and rSmart created a working Kuali system for evaluation.
Engage: The process for learning about Kuali and building support for the system among key stakeholders is unique. Learn how CSU and SJDC engaged campus stakeholders to create buy-in, support and leadership on their campus.
Select: The model for evaluating and implementing the Kuali Financial System is different from other enterprise systems. Learn the process CSU and SJDC took in order to select Kuali.
Plan: While planning for a Kuali implementation is not necessarily different than planning for the implementation of proprietary enterprise software, there are a few unique advantages. Discover the benefits from involving stakeholders in the Proof of Concept approach, which allowed CSU and SJDC to create common view on campus of their implementation plans and needs.
Implement: Discover Colorado State University's and San Joaquin Delta College's implementation approach, implementation budget, and recommendations each has for future implementations.
Train: How do institutions support their communities to begin using a new system? While training is a component, there is much more to this process. Discover the approach that CSU and SJDC took in order to successfully train and prepare their institution for Kuali.
Support: Discover the support options available after implementing Kuali.
Continue: What is the next for the organization that have implemented Kuali Financial System? Are they better positioned to support the success of their institutions and to contribute to the broader higher education community? Read this section to find out.