mifos online user meeting presentation

8/7/2019 Mifos Online User Meeting Presentation

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MIFOS USERMEETINGWEDNESDAY, JANUARY26

TH

EDWARD CABLE, MIFOS COMMUNITY MANAGEREMILYTUCKER, DIRECTORPROGRAMMANAGEMENTKAYCHAU, TECHNICALPROGRAMMANAGER


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2 2011 Grameen Foundation All Rights Reserved

Agenda

Mifos Production DirectionTechnology VisionProduct RoadmapMifos 2.0

Business Intelligence (Overview & Demo)

20 min Ed CableEmily TuckerKay Chau

Presenter

Ed CableEmily Tucker

Time

Magic Wand : Address you most criticalbusiness pain (open discussion)Customer Connection : How can webetter serve you?

TeamQuestion & Answers/Feedback & Discussion

Topic

10 min

20 min

Ed CableIntroductions & Overview of Mifos5 min

Ed CableMifos Online Presence5 min


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Whos Using Mifos

Live

LiveCommunity:

Cloud:

On-Site:Live

Signed/In Deployment

In DeploymentSigned/In Deployment

Live & Verified


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Community is Growing

Live Customers Clients Served

Cloud 3 19,125

Consortium 4 623,803

Community 14 164,826

Total 21 807,754

In Progress Customers Clients Served

Cloud 3 5,802

Consortium 1 186,170

Community 15 39,920

Total 19 231,892


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5

Mif s f t N r t e try p rty i Ke y


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6

M iguel from Iniciativa M ifos M oambique romoting M ifos


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7

Conflux Technologies de lo ing M ifos & building offline module


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M arie with Daniel from EEF and Poll from Jitegemea


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Grameen Foundation team meeting u with SECDEP in Phili ines


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Mifos Product Direction


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A Closer Look

Technology Vision and Focus2011 Product RoadmapMifos 2.0

Mifos Business Intelligence Suite 1.0Elsie F


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Design Principles of Mifos

AccurateReliableScalable

UsableFlexible


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2011 Focus AreasBusiness Intelligence SuiteSocial performance measurement (PPI)Integration w/ 3 rd party systems

Accounting

HRMSMobile phones

Robust & flexible data collection toolsTools to facilitate rapid expansionAdditional features/functionality


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Business Intelligence

Re orting Server - reports in HTML, PDF, CSV, XMLData Integration - allows us to take in data from otherapplications (Tally, etc.)Dashboards - see business health using charts and graphs, drilldown into reportsAd Hoc Queries - allows building queries on the fly when youdon't need a full reportO LAP - full analytics that allows you to quickly see multipleviews on your data, for instance PPI score by Loan Product,PAR by Loan Officer, etc.

Mifos Business Intelligence Suite


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Roadmap 2011


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Mifos 2.0

Question Groups Robust Data Collection ToolFull PPI SupportM-PESA integration

Waive Interest on Early RepaymentBatch Jobs Execution & ManagementTally Integration

Portuguese version of MifosCheck out M ifos 2.0 on our Demo Server:

http://demo.mifos.org/mifos

User ID: mifos | Password: testmifos


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Question Groups

Replaces Surveys &Additional Fields

(automatic Migration)

Track data at any stage ofyour workflow

6 Question Typesincluding Smart Select

Smart Select Dynamic Drop Down


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Full Support for PPI

Support for versioning

PPI Scorecards for

33 countries

Embed at any stage ofyour workflow

B enefits of SPM:Verify poverty levels of their customers & monitor progress over time.Monitor the performance of organization by poverty level.

Develop new products to respond to clients at different levels of poverty.


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M-PESA Integration

Clear error messages andexportable error logs

Currently supports import of loanrepayments and savings deposits via .xls

Precise validation to ensure accuracy andvalidity of imports


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Mifos BI 1.0

PentahoExport to PDF, Excel,and HTML

Data Warehouse v1Ease of buildingreportsEase of scheduling &generating reports

10 New Standard ReportsM anagement:

MFI Progress ReportLoan Officer DetailsLoan Officer Performance SummaryFunds Movement

Op erational:Due vs. Collected by BranchDue vs. Collected by Loan OfficerMifos Transactions Detailed

Mifos Transactions - SummaryBalance Outstanding by Source of FundsLoan Classification by Product


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BI Demo


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Elsie FTarget Release Date: mid- M arch

Variable Installment LoansAgricultural Loans | Tracking ofCash Flow

Declining Balance InterestRecalculationEarly Repayment of Fees

M-PESA loan disbursals and feesPermission to adjust last daysbackdated transactions


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Online Presence


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Online Presence


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Online Presence


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Mifos.org

Self Support MechanismsDeployment Toolkit & File RepositoryUser DocumentationFunctional SpecificationsDeployment Project Pages: Live Case Studies

Try them out. Share your lessons learned!

Community engagement

Community DirectoryRegional User GroupsNewslog

Create an account. Join the community!


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MifosForge

Issue Tracker (JIRA)Tracking and Fixing Bugs and IssuesLogging Feature or Enhancement Requests

Wiki (Confluence)Developer DocumentationRelease DocumentationSys Admin Documentation

Agile Project Management (Greenhopper)Planning out each of our releases


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What is your most critical business pain?How can we address it?

Magic Wand

1


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How can we better serve you?

Customer Connection

1


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Questions& Answers

mifos online user meeting presentation

Documents