Financial Systems Needs Assessment Project Update Monthly Research Administrators Meeting March 11, 2010

Project Status & Timeline 2 FSNA Project Status & Timeline Campus validation of processes and requirements completed early December 2009 – Broad campus feedback received on requirements and current business processes Information being used to establish priorities Alternatives analysis Implementation Business process redesign

Project Status & Timeline 3 FSNA Project Status & Timeline Technical requirements definition underway Documenting current technical environment and cataloging interfaces Phase 2 Alternatives Analysis activities underway – Roll-up requirements and confirm priorities – Develop demonstration scripts & questionnaire – Define selection criteria and ranking – Develop Request for Information

Phase 2 Alternatives Analysis Scope 4 FSNA Project Status & Timeline Focus of Phase 1: – Define what the UW needs in a new financial system Focus of Phase 2: – Evaluate alternative systems against our needs and identify the best fit for UW High-level Phase 2 Activities: – Develop request for information (RFI) to solicit information from vendors – Develop and execute approach to assess open source solution (Kuali) – Evaluate vendor responses and open source solution and make recommendation for next steps

5 11/0912/0901/1002/1003/1004/1005/1006/1007/1008/1009/10 Prepare Request for Information (RFI) Develop Eval Decision Making Framework Project Activity Project Milestone Project Dependency Key Evaluate Responses 10/1012/1011/10 Phase 2 High-Level Timeline & Status Funding Strategy Vendor Response Communication Strategy Release RFI Complete Phase 1 Deliverables Technical Requirements Business Requirements Outstanding Phase 1 Deliverables Business Process Redesign Framework Phase 2 Scope & Schedule Phase 2 Communication Strategy Olympia Agrees w. Approach Internal Approval Prepare & Present to ISB ISB Meeting ISB Approves Recommendation Kuali Assessment Today Feasibility Study Acquisition Plan Preliminary Investment Plan DRAFT Next Steps Recommendation Dependencies: Roadmap priorities/sequencing defined Funding sources defined Regent approval of Roadmap approach State approval of Roadmap approach

What to Expect In Phase 2 (Work in Process) 6 Approve Business Requirements & Priorities Inform & Recommend Evaluation Criteria & Weighting Inform & Recommend Decision- Making Framework Review and Approve Sections of RFI Review & Evaluate Kuali Review & Evaluate Vendor Responses Assess Evaluation Results & Recommend Solution Core Team Financial TAG Procurements Services Steering Committee Evaluation Committee: Core Team Other Members TBD Steering Committee Executive Sponsors RFI Release

Draft Evaluation Framework 7 Steering Committee Evaluation Team Steering Committee Meeting Slides Core Team Members Representatives from Sub Teams Functional Evaluation Sub Team Technical Evaluation Sub Team Vendor Questionnaire Evaluation Sub Team Cost Proposal Evaluation Sub Team RFI Response Evaluation & Kuali Assessment Written Responses; Demonstrations; Reference Checks; Site Visits Core Team Members & SMEs OIM/UW Technology Reps, Other TBD Core Team Members Core Team Members, UW IT & SMEs Next Steps Recommendation