Design Documents and Mockups

Mobile Mockup

• (Sept. 18, 2013) - added login screen (at beginning) and smaller phone size screens (at end)
• (Sept. 10, 2013) - added meetings list, new loan for a client
• (Sept. 5, 2013) - design ideas for mobile (phone) app - dashboard, client list, loan pages

New Loan Wizard - (June 21, 2013) - options for a possible wizard layout

Clickable Mockup 4 - (June 19, 2013) - added left Nav bar with drill-down navigation for Creating a Group, Center, and Client.  Start on page 2.

Clickable Mockup 3 - (June 17, 2013) - added Admin region (page 54) and alternative to Groups/Centers (page 82).

Navigation Options - (June 13, 2013) - feedback from this morning's user call suggests we need to reintroduce the sidebar navigation.  Here are some alternatives.

Client Page Layout Alternatives

• (June 13, 2013) - added two additional layouts, client and loan page tables showing columns
• (June 11, 2013) - various layout designs for the client page

Clickable Mockup 2

• (June 11, 2013) - added Checker Inbox (start at Dashboard on page 2)  Moved Checker Inbox under Admin heading.
• (June 10, 2013) - added New Client (from Client list) and Edit Client (from individual Client) popup pages.

Clickable Mockup 1

• (June 7, 2013) - added Account Settings page (11), notes/question groups location (15), PPI & loan performance text (16), notes interaction (starts at 18)
• (June 4, 2013) - added concept for Groups/Centers starting on page 43.  (Doesn't include links to get there or configuration yet.)
• (May 30, 2013) - added notifications idea, individual loan approval/rejection.  Changed "culture" to a flag icon.
• (May 29, 2013) - added tabs to client pages for various loans, links to loan pages and loan approvals.  Note disabled "Approve Loan" on loan pending approval for user who cannot approve and notices that appear when it's clicked.
• (May 28, 2013) - Clickable PDF (in progress). Click anywhere the "hand" icon appears.  Take a look at: Clients, Loans, Admin: Users, Search (click on All, Search - only works from Branch Mgr dashboard).  Mifos logo takes you back to top.  Caveat: this is a work in progress, these are ideas, not everything is linked up yet.

Hi-Fidelity Page Images (May 17, 2013) - using the latest Mifos X UI background, updated dashboard and client pages to hi-fidelity

Workflow PPT (Apr. 8, 2013) - draft workflow for Mifos X.  Design includes a dashboard specific to each user, details to be fleshed out.  If you run the PPT doc in presentation mode, you can click the links showing proposed workflow. 

• 4/8 - added pages at end for Collection Sheet Entry and Loan Approval

Workflow (PDF) (Apr. 8, 2013) - same document as PPT, except you won't be able to follow links.

User Research

Mifos User Research Report, May 10, 2013                                  Compilation of UX issues from phone interview and on-site visits over the past 4 weeks.

Personas (modified May 6, 2013) - description of microfinance roles and their tasks, modified slightly after trip to India/Kenya

On-site Visits

1. Day 1 Grameen Head Office, Bangalore - April 22, 2013    Talk with Arun (head IT), Product OPs, MIS & Finance, Mifos demo
2. Day 2 Grameen Field Visits, Bangalore - April 23, 2013      Visit 2 Center meetings and Branch office
3. Day 3 Grameen Head Office, Bangalore - April 24, 2013    Talk with CEO, IT, Audit, Analytics (PPI)
4. Visit Chaitanya, Bangalore - April 25, 2013                          Talk with CEO, IT, demo of Delphix
5. Missions of Hope, Nairobi, Kenya - April 30, 2013               Talk with Esther (manager), Samuel and Ryan (sys admins) and visit 3 center meetings
6. Juhudi Kilimo, Nairobi, Kenya - May 2, 2013                        Talk with Gilbert Ambani, CIO
7. Jitegemea, Nairobi, Kenya - May 3, 2013                             Talk with Polly Gikonyo - IT mgr, Joe (finance), John - CIO (Advisory Services)
8. Musoni, Nairobi, Kenya - May 3, 2013                                  Talk with Stanley Munyao (COO) and Charles (IT officer)

Interviews

These interviews were conducted to learn how Mifos users currently use their existing software, what processes they follow, what they like about Mifos and what they would like to see improved.

1. Al Majmoua, Lebanon, IT Manager - April 3, 2013
2. SECDEP, Philippines, Executive Director - April 3, 2013
3. Digamber Finance, Jaipur, Executive Director - April 5, 2013
4. Intrasoft, Mombasa, 3rd Party MFI IT Support - April 12, 2013
5. Adhikar, Orissa, Indi, IT Manager, April 12, 2013

Photos of India and Kenya Trip