Mifos Deployment Review

DEPLOYMENT METHODOLOGYGUIDE FOR DEPLOYING MIFOS

RYAN WHITNEYMIFOS IMPLEMENTATION MANAGER

2010 Grameen Foundation – All Rights Reserved 2

Additional Areas• Project Management• Customization• Post Deployment

Methodology Overview

Assessment & Planning

Assessment & Planning

Operational Review, Configuration & Set-upOperational Review,

Configuration & Set-up

Reporting Reporting User Acceptance Testing, Training& Test Rollout

User Acceptance Testing, Training& Test Rollout

Pilot & RolloutPilot & Rollout

Data MigrationData Migration

Our six-stage approach is a guide for you to ensure your Mifos technology implementation aligns with your organization’s business processes and is effectively adopted by staff


Example Timeline

Actual duration of teach stage and overall deployment is dependent upon size, complexity and needs of each organization.


1. Introduction and Mifos Demo2. Needs Assessment3. Submit Proposal4. Sign Contracts

Pre-Deployment

If you choose to engage an outside resource to guide your deployment, the following activities should be conducted to accurately determine your information needs and plan out the project scope accordingly.


• Keep project on task and on schedule• Remove roadblocks• Send weekly status updates• Hold daily stand-ups• Hold executive level meetings• Hold internal stakeholder meetings• Keep MFI Executive Champion aware of project status• Initiate awareness programs

Project Management

Strong internal and external project management is key towards being on-time, on-budget, and most importantly implementing a solution that is adopted by all users.


Assessment & Planning• Perform in depth gap analysis• Identify project resources• Develop rollout strategy• Determine data migration approach• Build project schedule• Hold kickoff meeting with all stakeholders

Stage 1

In-depth exploratory and planning stage to determine internal and external information needs across the organization and how Mifos accommodates them followed by planning and project scheduling.


Operational Review, Configuration & Setup • Run Mifos orientation• Review business processes and update• Conduct IT and infrastructure review. • Configure & setup Mifos

Stage 2

Review and optimization of business processes and how they’ll align with Mifos technology along with setup of infrastructure and configuration of Mifos system.


Reporting• Review existing reports• Collect requirements for new reports• Create mock-ups• Prioritize report development• Build Reports

Stage 3

Planning, design, prioritization, and creation of business and performance reports to be generated by Mifos system.


Data Migration• Approaches

• No Data Migration• Only Opening Balances• All Historical Data

• Identify Gaps• Map data between current MIS and Mifos• Clean source data• Select data for manual entry• Develop data migration scripts and/or tools

Stage 4

Analysis of need for migration of historical data, followed by cleaning of data, and migration via scripts, tools, or manual entry if necessary.


User Acceptance Testing, Training & Test Rollout• Draft UAT plan• Prepare test server• Execute UAT• Develop training• Perform a live test

Stage 5

User Acceptance Testing of configured system, training of key personnel followed by live test of Mifos system with operational data.


Pilot Rollout• Train staff• Migrate Data• Rollout to branch• Monitor and validate• Make final adjustments

Stage 6

Training of additional staff, followed by rollout to pilot branches, along with monitoring, validation and final adjustments.


• MFI Takes Control• Finishes rollout• Determines “Go Live”

• Support Contract Starts (if engaged with outside resource)

After Deployment


• Systems & applications administration• Troubleshooting & end-user support• Infrastructure upgrades and planning• Disaster recovery & contingency planning• Applying upgrades & bug fixes• Ongoing training & documentation• Learning & monitoring • Determining future product needs– New features | New reports

• Hiring/staffing to support

Post-Deployment Planning & Support


• Mifos Cloud– Hosted offering in Amazon EC2 Cloud (visit Mifos.com

to learn more)

• Professional Services– Technical Support Packages and Consulting

• Building tools and supporting materials– To be posted in Support Section of Mifos.org

• Community Resources– Expanding our mailing lists/user forums, etc.

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Mifos Deployment Review