User meeting presentation mifos community final

MIFOS USER MEETING
WEDNESDAY, JANUARY 26TH

EDWARD CABLE, MIFOS COMMUNITY MANAGER
EMILY TUCKER, DIRECTOR PROGRAM MANAGEMENT
KAY CHAU, TECHNICAL PROGRAM MANAGER

Agenda
Time Topic Presenter

5 min Introductions & Overview of Mifos Ed Cable
Mifos Production Direction
20 min Technology Vision Ed Cable
Product Roadmap Emily Tucker
Mifos 2.0 Kay Chau
y
Business Intelligence (Overview & Demo)
B i I t lli (O i D )

5 min Mifos Online Presence Ed Cable

Magic Wand: Address you most critical
business pain (open discussion) Ed Cable
10 min Customer Connection: How can we Emily Tucker
better serve you?

20 min Question & Answers/Feedback & Discussion Team

2011 Grameen Foundation All Rights Reserved
2

Who’s Using Mifos

Cloud: Live Signed/In Deployment
On‐Site: Live Signed/In Deployment
Community: 2011 Grameen Foundation All Rights Reserved
3 Live Live & Verified In Deployment

Community is Growing…

Live Customers Clients Served In Progress Customers Clients Served
Cloud 3 19,125 Cloud 3 5,802
Consortium 4 623,803 Consortium 1 186,170
Community 14 164,826 Community 15 39,920
Total 21 807,754 Total 19 231,892
4

Mifos fun at a Nuru data entry party in Kenya
5

Miguel from Iniciativa Mifos® Moçambique promoting Mifos
6

Conflux Technologies – deploying Mifos & building offline module
7

Marie with Daniel from KEEF and Polly from Jitegemea
8

Grameen Foundation team meeting up with SECDEP in Philippines
9

Mifos Product Direction
Mif P d Di i

10

A Closer Look
Technology Vision and Focus
2011 Product Roadmap p
Mifos 2.0
Mifos Business Intelligence Suite 1 0
1.0
Elsie F

11

Design Principles of Mifos
Accurate
Reliable
Scalable
Usable
Flexible

12

2011 Focus Areas
Business Intelligence Suite
Social performance measurement (PPI)
Integration w/ 3rd party systems
Accounting
HRMS
Mobile phones
Robust & flexible data collection tools
Tools to facilitate rapid expansion
Additional features/functionality

13

Business Intelligence
Mifos Business Intelligence Suite
Reporting Server - reports in HTML, PDF, CS XML
R i S M CSV, M
Data Integration - allows us to take in data from other
applications (Tally, etc.)
Dashboards - see business health using charts and graphs, drill
down into reports
Ad Hoc Queries - allows building queries on the fly when you
don't need a full report
OLAP - f ll analytics that allows you to quickly see multiple
full l i h ll i kl li l
views on your data, for instance PPI score by Loan Product,
PAR by Loan Officer, etc.

14

Mifos 2.0
Question Groups – Robust Data Collection Tool
Full PPI Support
pp
M-PESA integration
Waive Interest on Early Repayment
Batch Jobs Execution & Management
Tally Integration
Portuguese version of Mifos
Check out Mifos 2.0 on our Demo Server:
http://demo.mifos.org/mifos
http://demo mifos org/mifos
16
User ID: mifos | Password: testmifos

Question Groups

Replaces Surveys &
Track data at any stage of
Additional Fields your workflow
(automatic Migration)

6 Question Types
including Smart Select

Smart Select Dynamic Drop Down

17

Full Support for PPI

Embed at any stage of
your workflow

PPI Scorecards for
33 countries
Support for versioning

Benefits 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.
18

M-PESA Integration

Currently supports import of loan
repayments and savings deposits via .xls

Precise validation to ensure accuracy and
validity of imports

Clear error messages and
exportable error logs
bl l

19

Mifos BI 1.0
Pentaho 10 New Standard Reports
Export to PDF, Excel,
Management:
and HTML MFI Progress Report
Loan Officer Details
Data Warehouse v1 Loan Officer Performance Summary
Funds Movement
Ease of building
reports Operational:
Due
D vs. Collected b Branch
C ll d by B h
Ease of scheduling & Due vs. Collected by Loan Officer
Mifos Transactions – Detailed
generating reports Mifos Transactions - Summary y
Balance Outstanding by Source of Funds
Loan Classification by Product

20

BI Demo

21

Elsie F
Target Release Date: mid-March

Variable Installment Loans
Agricultural Loans | Tracking of
Cash Flow
Declining Balance – Interest
Recalculation
Early Repayment of Fees
M-PESA loan disbursals and fees
Permission to adjust last day’s
backdated transactions

22

Online Presence

23

Online Presence

24

Online Presence

25

Mifos.org
Self – Support Mechanisms
Deployment Toolkit & File Repository
User Documentation
Functional Specifications
Deployment Project Pages: Live Case Studies
Try them out. Share your lessons learned!
Community engagement
Community Directory
y y
Regional User Groups
N
Newslog
g
Create an account. Join the community!
26

MifosForge
Issue Tracker (JIRA)
Tracking and Fixing Bugs and Issues
Logging Feature or Enhancement Requests
Wiki (Confluence)
( )
Developer Documentation
Release Documentation
Sys Admin Documentation
Agile Project Management (Greenhopper)
Planning out each of our releases

27

Magic Wand
M i W d
What i
Wh is your most critical b i
i i l business pain?
i ?
How can we address it?

1
28

Customer C
C Connection
i
How
H can we better serve you?
b ?

1
29

Questions
& Answers

30

User meeting presentation mifos community final

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