Kuali Proof of Concept Services | Financial System

You know what you need from a system. Rather than having a software vendor tell you whether the system will meet your requirements, try it yourself with the Kuali Financial System Proof of Concept.

In as little as two months stakeholders across your campus gain hands-on experience with the Kuali Financial System to:

• Validate that Kuali will meet your needs
• Gain broad support for the project
• Jumpstart your implementation 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
• Hands-On Experience

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