Operational Review and Configuration

Goal	Update financial institution’s process and procedures to integrate with Mifos and setup Mifos to reflect financial institution’s operations.
Time	4 to 8 weeks depending on the size of the financial institution and depth of products and services offered.
Staffing	Business Analyst, Application Expert
Pre-Requisites	Complete 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	Pre Configuration Plan.docx
Resources

Mifos X User Zone