Client Impact Portal
- Ed Cable
Owned by Ed Cable
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 |
|---|---|