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Operational Review and Configuration

Operational Review and Configuration

Owned by Ed Cable
Last updated: Mar 15, 2019 by Patience Ankunda
GoalUpdate financial institution’s process and procedures to integrate with Mifos and setup Mifos to reflect financial institution’s operations.
Time4 to 8 weeks depending on the size of the financial institution and depth of products and services offered.
StaffingBusiness Analyst, Application Expert
Pre-RequisitesComplete Assessment and Planning
Steps:
  • Run Mifos orientation for key financial institution stakeholders that will be involved with deployment.
  • Conduct IT and Infrastructure review.  Identify hardware, software, connectivity and infrastructure gaps.
  • Review, update, and document the financial institution’s operational processes and procedures to align with Mifos.
  • Configure Mifos to match findings from operational review.
  • Set up your chart of accounts in Mifos and configure financial account mappings. 
Documentation
Resources