Introduction

We will be releasing a new Mifos Intelligence suite. In the suite, we use Pentaho Community Edition, and have a data warehouse and reports. This will be on a separate release track from our Mifos product releases. We need to figure out our releases.

Key Dates

TBD

Kay's Goals

Goals

Goal of a releasing Beta version first
- To have small cloud customers verify that the overall structure/setup of Mifos Intelligence Suite 1.0 Beta works
- To help us find bugs in the installation
- To help give feedback on the first standard reports
- To test that PPI Scoring works
What's Included in the Beta
- First cut of Data Warehouse
- First set of reports - 4 to 6 standard reports (LO Detailed, MFI Progress, Due vs Collectedx2, LO Perf Summary, Loan Product Classification? TBD)
- Simple parameters - no office hierarchy
- Ability to get PPI data
- Connect to Mifos DB
- ETL's to populate the D/W that can be scheduled
- Ability to deploy in a manual way the solution
- Reports are localizable
- Some reports available in English, Spanish, and French
- Available only for Cloud - specifically our small hosted customers

Non-Goals

In the Beta release, we will not try to accomplish the following:

Seamless integration between Mifos and Pentaho (Single Sign-On, nor tied configuration)
More than a small set of standard reports
Merging BIRT reports into Pentaho
Analytical reports for PPI - only a simple "data dump"
User roles
Automated installer for BI
Reports available in languages other than those listed in Goals
More intuitive parameters
Not tested and no documentation for non-Cloud customers

NEW PROPOSAL

RELEASES

ALPHA

Release Now
Only has reports from GrayMatter and Tally - no PPI
Helps us get feedback on reports
Helps us figure out sys admin kinks <- crucial
Binny's ok'ed that it's ok with Light and Digamber to do alpha testing
Can deploy on other customers internally

STILL TBD - following releases

BETA

Release Beta w/ Leila E
Add PPI for UAT
Incorporate feedback for Reports from ALPHA into Beta (GrayMatter)
Incorporate feedback for Sys Admin into Beta
Possibly use new installer for Beta
Goal - to at least get UAT feedback for PPI even if they are not using it immediately
Goal - have an instance up for Sales to show and demo

1.0 (PRODUCTION QUALITY)

Release in mid-end of January
Production ready for ALL cloud customers
Feedback from ALPHA and BETA incorporated
Reports are production ready and tested
PPI is production ready and tested
Installer used for the Intelligence Suite

PROS AND CONS OF THIS PROPOSAL

PROS	CONS
Get stuff out now to test	Full story of PPI is not released til after Leila E in January 1.0
Clear that Alpha and Beta only for testing, 1.0 is production ready and for all features	Still only targeting Cloud
Helps us get several iterations out to customers	Many releases in the next 2 months, is this doable for us?

Open Questions

When do our non-cloud customers need Production Ready Mifos Intelligence Suite?
Can Light and Digamber do UAT of PPI on Beta?
Do Light and Digamber want the Alpha too?

What Does This Mean?

-PPI-

PPI Core Functionality is available as of Leila E. Ability to collect PPI data is available for all customers (both cloud and non-cloud).
- This is well-tested and is Released formally
Ability to get PPI scores for customers is available in Mifos Intelligence Suite 1.0 Beta but only tested for cloud customers.
Our non-cloud customers can try to use the Beta release on their own if they like, but...
- Clear that we have not tested this
- Not sure if it works with large datasets
- If they are using old PPI, a migration path will need to occur

-Standard Reports-

Simplified Standard reports are available (4-6 reports)
Need to get feedback on these - both bugs and functionally what's in the report- what's useful, what's not
Only available for cloud customers, using Pentaho

Use Cases / Scenarios

Install Mifos BI 1.0 Beta for Cloud Customer A

Pre-conditions

Mifos Leila E is already installed and configured for Cloud Customer A

Basic Use Case

Mifos Admin sets up new cloud instance of Pentaho for Cloud Customer A
Mifos Admin follows steps outlined in the Mifos BI Beta 1.0 Install Guide (will be taken from here - http://mifosforge.jira.com/wiki/display/MIFOS/Mifos+BI+Deployer+Spec#MifosBIDeployerSpec-Install%2FDeploystepsforaproductionserver)
- Reports installed are what's set for Beta version
Mifos Admin sets up Pentaho user roles from Cloud Customer A for Mifos BI 1.0 Beta
Mifos Admin gives go ahead for Production-ready system

Post-conditions

Validations are done - http://mifosforge.jira.com/wiki/display/MIFOS/Mifos+BI+Deployer+Spec#MifosBIDeployerSpec-ValidateEnvironment
User at Cloud Customer A can log on to Mifos BI, and do Acceptance Criteria for Mifos BI 1.0 BETA

Upgrade to Mifos BI 1.0 Beta for Cloud Customer A

Pre-conditions

Mifos Leila E is already installed and configured for Cloud Customer A
Mifos Pentaho instance has been set up for Cloud Customer A.

Basic Use Case

Mifos Admin follows steps outlined in the Mifos BI Beta 1.0 Upgrade Guide (will be taken from here - - http://mifosforge.jira.com/wiki/display/MIFOS/Mifos+BI+Deployer+Spec#MifosBIDeployerSpec-Upgradestepsforaproductionserver)
- Reports installed are what's set for Beta version
Mifos Admin sets up Pentaho user roles from Cloud Customer A for Mifos BI 1.0 Beta if they haven't done so already
Mifos Admin gives go ahead for Production-ready system

Post-conditions

Validations are done - http://mifosforge.jira.com/wiki/display/MIFOS/Mifos+BI+Deployer+Spec#MifosBIDeployerSpec-ValidateEnvironment
User at Cloud Customer A can log on to Mifos BI, and do Acceptance Criteria for Mifos BI 1.0 BETA

Acceptance Criteria for Mifos BI 1.0 BETA

Run LO Detailed Report with correct parameters and get data
Run MFI Progress Report
Run Due vs Collected Reports (by Branch and by LO)
Run PPI Data dump report