/
Client Impact Portal
Client Impact Portal
Goals
- Portal for external stakeholders to view a summarized and drill-down view across multiple financial institutions and their clients.
- Portal stakeholders could be management, external investors, donors, sponsors, peer to peer investors
- Portal should include social, financial and operational performance.
Background and strategic fit
Assumptions
Customers
Customer | Location | Description | Status | Financial Metrics | Social Performance Metrics | Operational Metrics | Peer to Peer/Real-time |
---|---|---|---|---|---|---|---|
Financial Institution Name | Country | Overview of Requirements | Processes to be supported | Processes to be Supported | Processes... | Processes... | |
MoHi | |||||||
Mentors International | |||||||
Esperanza | PPI | ||||||
Nuru International | MPat | ||||||
SARAL/ATG | |||||||
Requirements
# | Title | User Story | Importance | Notes |
---|---|---|---|---|
1 | ||||
2 |
User interaction and design
Questions
Below is a list of questions to be addressed as a result of this requirements document:
Question | Outcome |
---|---|
Not Doing
, multiple selections available,
Related content
Sponsor Portal
Sponsor Portal
More like this
Bonus / Rewards for Deposit Accounts
Bonus / Rewards for Deposit Accounts
Read with this
Client Impact Portal User Guide
Client Impact Portal User Guide
More like this
Currency Exchange
Currency Exchange
Read with this
2012 Mifos Summit
2012 Mifos Summit
More like this
Share Account Management and Dividend Payment
Share Account Management and Dividend Payment
Read with this