Client Impact Portal

Client Impact Portal

Target release

Mifos X 16.xx

Epic

Document status

DRAFT

Document owner

@Ed Cable

Designer

Developers

QA

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

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

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

Question

Outcome

Not Doing