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Deployment Stage 2: Operational Review and Mifos Configuration

GoalUpdate financial institution’s process and procedures to integrate with Mifos and setup Mifos to reflect financial institution’s operations.
Time4 to 8 weeks depending on size of financial institution and depth of products and services offered.
StaffingBusiness Analyst, Application Expert
Pre-RequisitesComplete Assessment and Planning
Steps:
  • Run Mifos orientation for key financial institution stakeholders that will be involved with deployment
  • Conduct IT and Infrastructure review.  Identify hardware, software, connectivity and infrastructure gaps.
  • Review, update, and document financial institution’s operational processes and procedures to align with Mifos.
  • Configure Mifos to match findings from operational review
  • Set up your chart of accounts in Mifos and configure financial account mappings. 
Documentation
Resources 

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