User Training Takeaways

As noted by Ashok:

1. Discussed about the process to follow before any new implementation, most of the users expressed their interest to know more about this process. – Covered by Binny.

2. Must to have tool tip for input fields mainly for Loan, Loan Product, Savings and Savings product.

e.g.   

The repayment strategy in loan product requires clear explanation and also it is good to display only the required options by the organization (RBI strategy may not be used by other country MFI's).

3. User manual was the one item which was missing (detailed user manual)

4. Defined workflow requirement for few processes (including maker/checker) e.g. client creation and loan creation process with few levels of approvals.

5. Data table is a good concept which addresses most of the customizable fields across different Organization.

6. Participants liked about flexibility provided in the loans product definition.

7. Requirement to have non-editable fields in loan application and should be derived from Loan product definition. The non-editable field list varies from organization to organization.

8. Nee for role based menus, reports and access to application.