An Example Data Migration

Analysis of MFI and their source data

MFI has 96 offices and wishes to migrate 5 of these offices that are branche offices to mifos.

MFI has x amount of personnel, y of which are loan officers, z of which are other staff, such as data-entry, manager etc

MFI has 1 Loan Product (a individual loan applicable to clients, 1-24 installments, weekly installments)

No Centers as such.

Number of groups per branch?

Number of clients per group?

Group with many clients

Clients with individual loans and savings accounts

Custom Fields for client information

Decision is taken to manually enter Personnel, Offices, Reference Data (Loan Purposes),

Decision is taken to use an 'opening balance' approach. Basically for a specific branch and field-officer, if that field-officer is meeting with a praticular group on say Monday. Once the day is over, a spreadsheet with all the details of the loan for each client member of group is captured and the following details are tracked:

Original Loan Amount
no of installments
Disbursement Date
First Installment Date
Current Installment Date
Amount Paid to Date (Principla + Interest)
Loan Cycle
Loan Purpose

extraction, transformation and loading of data

This information is then extracted from template spreadsheet and (possibly transformed in some way) and loaded into mifos.

At this point this group is considered to be on mifos and from now on they should be using mifos application

Pros

Consolidation? ask ryan again?

Cons

Past history of loans is not captured.