Design Documents and Mockups
Personas (modified May 6, 2013) - description of microfinance roles and their tasks, modified slightly after trip to India/Kenya
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.
On-site Visits
- Day 1 Grameen Head Office, Bangalore - April 22, 2013 Talk with Arun (head IT), Product OPs, MIS & Finance, Mifos demo
- Day 2 Grameen Field Visits, Bangalore - April 23, 2013 Visit 2 Center meetings and Branch office
- Day 3 Grameen Head Office, Bangalore - April 24, 2013 Talk with CEO, IT, Audit, Analytics (PPI)
- Visit Chaitanya, Bangalore - April 25, 2013 Talk with CEO, IT, demo of Delphix
- Missions of Hope, Nairobi, Kenya - April 30, 2013 Talk with Esther (manager), Samuel and Ryan (sys admins) and visit 3 center meetings
- Juhudi Kilimo, Nairobi, Kenya - May 2, 2013 Talk with Gilbert Ambani, CIO
- Jitegemea, Nairobi, Kenya - May 3, 2013 Talk with Polly Gikonyo - IT mgr, Joe (finance), John - CIO (Advisory Services)
- 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.
- Al Majmoua, Lebanon, IT Manager - April 3, 2013
- SECDEP, Philippines, Executive Director - April 3, 2013
- Digamber Finance, Jaipur, Executive Director - April 5, 2013
- Intrasoft, Mombasa, 3rd Party MFI IT Support - April 12, 2013
- Adhikar, Orissa, India, IT Manager, April 12, 2013