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.

TBD

• 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

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

• 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

• 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

• 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

• 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?

• 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

• 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

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

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

• 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