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Operational Review and Configuration

Operational Review and Configuration

Mar 15, 2019

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

Resources