Integrating Mifos X into the Organization

Once the system is installed and properly configured, the employees need to get familiar with using the system. To help facilitate this, we have developed sample policies and procedures.

The organization must:

  • Train new employees on Mifos. What will the process be? How will this work?
  • Identify ongoing training needs for existing employees and ensure that those needs are met.
  • Identify and implement measures for evaluating training success and gaps in training.
  • Document how Mifos fits in with all the operations within the financial institution outside of the IT team.
  • Follow this link to find a Sample Policy Manual that the organization can customize to fit their own organization.
  • Follow this link to find sample Operational Procedures that can be customized to fit the organization and to train employees.