March 6, 2014

Legend: Done (tick) /Green is on Track (plus) /Yellow is At Risk (warning) /Red is Off Track (minus)

At-A-Glance

Overall At Risk: (tick) Phase 1 & Phase 2 Project Complete

Major Milestones

  • Milestone 1 (tick) , Thin Slice of KS integration and KS technology stack
    • Completed April 16, 2012
      • Use of KRAD, KIM and KSA services
      • Kuali Rice 2.x framework
      • End-to-end in technology stack
  • Milestone 2 (tick) , Transaction view of student receivables
    • Completed April 16, 2012
      • Strategic functional milestone
      • Unfiltered transaction view and account summary
      • Originally projected for 4Q 2012
  • Milestone 3 (tick) , Account Aging and Delinquency
    • Completed October 15, 2012
      • Strategic functional milestone
      • Originally projected for 4Q 2012
  • Milestone 4 (tick) , Integration with KFS
    • Completed January 23, 2013
      • KFS integration testing with UMD completed
      • Integration demonstrated to KS technical team and UMD Bursar representatives 1/23/13
  • Milestone 5 (tick) , Fee Management (Assessment)
    • Completed January 2014
  • Milestone 6 (tick) , 3rd Party Billing and Processing
    • Completed July 2013

Demonstrations

  • Upcoming presentation:  March 10th, KSA will demonstrate the Fee Management module to the stakeholders.
  • Upcoming presentation:  March 13th, KSA will provide an overview demonstration for Kuali Days, South Africa.
  • Recent demonstration: December 10-11, Community-wide webinar @ Boston College (Overview and Deep Dive in Modules)
  • Recent demonstration: November 19-20, Kuali Days (two sessions- Overview and Payment Application)
  • Recent demonstration: November 4-5, UMD and USC from UMD campus (Overview and Deep Dive in Modules)

Key Current Topics, Issues and Risks

Phase 1 Development Progress Metrics

 

 

Original Time Estimate

76 weeks

 

 

Time Elapsed

110 weeks

 

 

Expected Percent Complete

100 %

 

 

Actual Percent Complete

100%

Phase 2 Development Progress Metrics

 

 

Original Time Estimate

36 weeks

 

 

Time Elapsed

60 weeks

 

 

Expected Percent Complete

100 %

 

 

Actual Percent Complete

100%

 

Release Schedule

  • Phase 1 Founders Release: Available April 2013
  • Phase 2 Founders Release: Available January 2014

Overview Completion Dates 

Completed Notable Tasks

Phase 1


Overall: Complete

Overview: Phase 1 includes Receivables Management and Core Accounting

Objective: This module handles the core requirements of accounts receivable, including handling accounts, charges, payments, deferments, etc.  Almost every other module in the system interacts with Accounts Receivable and core accounting functions.  The module includes, but is not limited to the following functions:

Upcoming Milestones

Phase 2 


Overall: Complete

Overview: Phase 2 includes Payment and Billing and Collection Management, Fee Management and Third Party

Objective: The fee assessment module will be able to calculate all fees and charges for a student given their demographic data, the course load, and other applicable variables. The necessary student data will need to be accessible to this module either via an integration to the school’s student system or an ESB request to the school’s student system or over the KSB.  This will be a rules driven process that will be able to handle extremely sophisticated billing algorithms. The charges can then be posted to the account, or provided to another service (for example, in KE, a student could theoretically present their list of classes, and find out how much it would cost, and create several what-if scenarios.)

Third Party Accounts is otherwise known as sponsorship accounts. This is a module that provides a standard way to deal with an often ad hoc accounting practice, where third-party sponsors agree to pay for some portion of a student account. Most often, this is an employer offering some form of tuition benefit. Third-party access to bills and information is handled very differently to student access. This module will allow that customization, as well as handle the transfer of funds from a third-party payment to the student’s account. It will also handle the reversal of funds if a sponsor does not pay the bill or a student's participation requirements change. The module will include the following:

Remaining Milestone

Risks (in order of priority)