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| Goal | Update financial institution’s process and procedures to integrate with Mifos and setup Mifos to reflect financial institution’s operations. |
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| Time | 4 to 8 weeks depending on size of financial institution and depth of products and services offered. |
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| Staffing | Business Analyst, Application Expert |
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| Pre-Requisites | Complete Assessment and Planning |
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| 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.
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| Documentation | |
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| Resources | |
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