1. a continuity planning tool for higher education Ryan Means Project Manager, Kuali Ready and Senior Security Analyst University of California, Berkeley Paul Dimond Manager, Office of Continuity Planning University of California, Berkeley

2. Launched for Founders and Early Adopters April 1, 2010 A continuity planning tool Specific to Higher Education SaaS Annual subscription $4K to $11K 48 campuses currently subscribing General Availability release planned end of Nov. Being Prepared Starts With A Click!

3. 1.Innovation in Continuity Planning (Paul Dimond) 2.Innovation in Technology & Service Delivery (Ryan Means) Being Prepared Starts With A Click!

4. What is the goal of continuity planning? Being Prepared Starts With A Click!

5. No matter what happens today, we want to be able to do tomorrow what we were doing yesterday. Being Prepared Starts With A Click!

6. Emergency Management: Continuity Management: Goal – secure life, health & property Goal – continue operating source: SXC.hu / Michael Cossey source: Sarvodaya.org Being Prepared Starts With A Click!

7. No matter what happens today, we want to be able to do tomorrow what we were doing yesterday. Being Prepared Starts With A Click!

8. How do we meet this goal? Being Prepared Starts With A Click!

9. Put in place NOW the things that will enable us to continue serving our constituents and maintain our viability following a catastrophic event (of any size or type) Being Prepared Starts With A Click!

10. Universal Studios June 2008 – they were ready for this fire source: www.guardian.co.uk source: www.huffingtonpost.com Being Prepared Starts With A Click!

11. Mill Valley, CA Oct. 3, 2009 Power Outage Piazza DAngelo Restaurant Being Prepared Starts With A Click!

12. Serve food to customers Financial Piazza DAngelo Restaurant Being Prepared Starts With A Click!

13. What does a continuity plan contain? Critical functions of the dept. Plan B for each Information that will be needed Action items Being Prepared Starts With A Click!

14. How does Kuali Ready make continuity planning work for higher education? Focus on the needs of higher edFocus on actions, not plansFocus on usability Being Prepared Starts With A Click!

16. Focus on the Needs of Higher Ed Flexible enough to suit any org structure Instructional Continuity Extensively customizable to suit each institution Being Prepared Starts With A Click!

18. Focus on Usability No continuity planning experience needed! No training needed! Built-in explanations Clear straightforward language Intuitive navigation Being Prepared Starts With A Click!

19. Kuali Ready Demonstration Version: https://us.ready-staging.kuali.org/demo (the real thing, public access) Being Prepared Starts With A Click!

20. How does Kuali Ready work? Kuali Ready is a new breed of service, delivered Above the Campus – Software-as-a-service – Delivered by hosting institutions to subscribing institutions through the Kuali Foundation – Making it consortium-sourced Being Prepared Starts With A Click!

21. Efficiency DirectionLeverage Being Prepared Starts With A Click! Value of a consortium-sourced solution?

22. Being Prepared Starts With A Click! What does it look like to a subscriber?

23. Multiple site hosting with high availability Canadian data storage for Canadian institutions Full integration with Shibboleth / SAML Focus on security in code development and service delivery Being Prepared Starts With A Click! Key Design Components

24. What about the code? Rich Web 2.0 User Experience Struts 2 JavaServer Pages GWT, AJAX, and EXT Struts 2 with Spring SOA-ready, MVC, AOP Transaction Management Inversion of Control JPA with Hibernate Federated Identity Management SAML & Shibboleth Eclipse, Maven, Subversion JUnit, DBUnit, JBoss/Tomcat Being Prepared Starts With A Click!

25. How is the service governed? Comprised primarily of CIOs at member institutions, with some functional owners Oversees project scope and mission Responsible for project-sponsored development activities Project Board Comprised of functional owners from institutions with Board members Focused on functionality of application, implementation, integration Develops enhancement requests and forwards priority list to Project Board Functional Council Reports to the Project Board Comprised of technical staff from hosting institutions Focuses on issues of service delivery and responsible for ensuring that service meets SLA established in Charter Service Delivery Council Works with subscribers to identify and prioritize resolution of outstanding issues Provides Tier 2 support for subscribing institutions and monitors service delivery for Technical Committee Service Support Being Prepared Starts With A Click!

26. Financial Model How is the money used? – Subscribers pay annual subscription fee to Kuali Foundation – Portion of subscription fee pays off initial development costs and is banked for future development – Hosting institutions invoice Kuali Foundation for service hosting / support costs Advantages – Kuali Foundation acts as broker between subscribers and hosting institutions – Fewer contracts, simplified management / provisioning Being Prepared Starts With A Click!

27. How is it supported? Tier 1 support is performed at the subscribers institution by a functional owner Tier 2 support is provided as part of the subscription by Berkeley – Issues are escalated to Tier 2 support by the functional owner at Tier 1 Infrastructure and application issues are resolved by service providers at the hosting institution in coordination with Tier 2 support Being Prepared Starts With A Click!

28. Future Software Development How will the code base evolve? Two ways. Development sponsored by Project Board from Project Development Bank Input from subscribers to Functional Council to prioritize key enhancements Code contributions from subscribing institutions for specific features / functionality Is the code open-source? Of course! Being Prepared Starts With A Click!

29. Getting Involved Timeline Early adopter release available now GA release November 2010 Cost? Four tiers of site-licensed pricing based on type of institution and membership in Kuali Foundation $11k/year for Non-Members $8k/year for Kuali Foundation Members $5.5k/year for Sponsored Non-Members $4k/year for Sponsored Kuali Foundation Members Being Prepared Starts With A Click!

30. How do I sign up? Go to the Kuali Ready Site at http://kuali.org/ready and follow the instructions for purchasing an instance http://kuali.org/ready Contact the Kuali Ready Project Manager at kualiready@berkeley.edu with questions kualiready@berkeley.edu Being Prepared Starts With A Click!

31. Lessons learned for consortium-sourcing Start with something subscribers really want Importance of Functional Council Importance of an intermediary Be prepared for different goals and levels of engagement with governance Being Prepared Starts With A Click!

32. Questions? Being Prepared Starts With A Click!