1. MIFOS USER MEETING
WEDNESDAY, JANUARY 26TH
EDWARD CABLE, MIFOS COMMUNITY MANAGER
EMILY TUCKER, DIRECTOR PROGRAM MANAGEMENT
KAY CHAU, TECHNICAL PROGRAM MANAGER
2. 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
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3. 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
4. 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
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11. A Closer Look
Technology Vision and Focus
2011 Product Roadmap p
Mifos 2.0
Mifos Business Intelligence Suite 1 0
1.0
Elsie F
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12. Design Principles of Mifos
Accurate
Reliable
Scalable
Usable
Flexible
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13. 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
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14. 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.
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16. 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
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User ID: mifos | Password: testmifos
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17. 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
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18. 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.
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19. 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
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20. 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
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21. BI Demo
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22. 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
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23. Online Presence
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24. Online Presence
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25. Online Presence
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26. 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!
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27. 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
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28. 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
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29. Customer C
C Connection
i
How
H can we better serve you?
b ?
1
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