User meeting presentation mifos community final

MIFOS USER MEETINGWEDNESDAY, JANUARY 26TH

EDWARD CABLE, MIFOS COMMUNITY MANAGER

EMILY TUCKER, DIRECTOR PROGRAM MANAGEMENT

KAY CHAU, TECHNICAL PROGRAM MANAGER

Agenda

PresenterTime Topic

Ed CableIntroductions & Overview of Mifos5 min

Mifos Production DirectionTechnology VisionProduct RoadmapMifos 2.0B i I t lli (O i & D )

20 min Ed CableEmily TuckerKay Chau

Business Intelligence (Overview & Demo) y

Ed CableMifos Online Presence5 min

Ed CableEmily Tucker

Magic Wand: Address you most critical business pain (open discussion)Customer Connection: How can we better serve you?

10 min

Team Question & Answers/Feedback & Discussion 20 min

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Who’s Using Mifos

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LiveLive

Community:

Cloud:On‐Site:

Live

Signed/In Deployment

In DeploymentSigned/In Deployment

Live & Verified

Community is Growing…

Live Customers Clients Served In Progress Customers Clients ServedLive Customers Clients Served

Cloud 3 19,125

Consortium 4 623,803

In Progress Customers Clients Served

Cloud 3 5,802

Consortium 1 186,170

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Community 14 164,826

Total 21 807,754

Community 15 39,920

Total 19 231,892

5

Mifos fun at a Nuru data entry party in Kenya

6

Miguel from Iniciativa Mifos® Moçambique promoting Mifos

7

Conflux Technologies – deploying Mifos & building offline module

8

Marie with Daniel from KEEF and Polly from Jitegemea

9

Grameen Foundation team meeting up with SECDEP in Philippines

Mif P d Di iMifos Product Direction

10

A Closer Look

Technology Vision and Focus2011 Product RoadmappMifos 2.0Mifos Business Intelligence Suite 1 0Mifos Business Intelligence Suite 1.0Elsie F

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Design Principles of Mifos

AccurateReliableScalableUsableUsableFlexible

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2011 Focus Areas

Business Intelligence SuiteSocial performance measurement (PPI)Integration w/ 3rd party systems

AccountingHRMSMobile phones

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

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Business Intelligence

R i S M CS M

Mifos Business Intelligence Suite

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

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Roadmap 2011

15

Mifos 2.0

Question Groups – Robust Data Collection ToolFull PPI SupportppM-PESA integrationWaive Interest on Early RepaymentWaive Interest on Early RepaymentBatch Jobs Execution & ManagementTally IntegrationPortuguese version of Mifos

Check out Mifos 2.0 on our Demo Server:http://demo mifos org/mifos

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http://demo.mifos.org/mifosUser ID: mifos | Password: testmifos

Question Groups

Replaces Surveys & Additional Fields

Track data at any stage of your workflowAdditional Fields

(automatic Migration)your workflow

6 Question Types including Smart Select

Smart Select Dynamic Drop Down

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Full Support for PPI

Embed at any stage of your workflow

PPI Scorecards for 33 countries

Support for versioning

Benefits of SPM:

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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.

M-PESA Integration

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

Precise validation to ensure accuracy and validity of imports

Clear error messages and bl l

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exportable error logs

Mifos BI 1.0

PentahoExport to PDF, Excel,

10 New Standard Reports

and HTML

Data Warehouse v1

Management:MFI Progress ReportLoan Officer Details Loan Officer Performance Summary

Ease of building reports

Loan Officer Performance SummaryFunds Movement

Operational:D C ll d b B h

Ease of scheduling & generating reports

Due vs. Collected by BranchDue vs. Collected by Loan OfficerMifos Transactions – DetailedMifos Transactions - SummaryyBalance Outstanding by Source of FundsLoan Classification by Product

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BI Demo

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Elsie FTarget Release Date: mid-March

Variable Installment LoansAgricultural Loans | Tracking of Cash FlowCash Flow

Declining Balance – Interest RecalculationEarly Repayment of FeesM-PESA loan disbursals and feesPermission to adjust last day’s backdated 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 engagementCommunity Directory y yRegional User GroupsNewslog

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N gCreate an account. Join the community!

MifosForge

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

Wiki (Confluence)( )Developer DocumentationRelease DocumentationRelease DocumentationSys Admin Documentation

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

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M i W d

Wh i i i l b i i ?

Magic Wand

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

281

C C i

H b ?

Customer Connection

How can we better serve you?

291

Questions Questions & Answers

30