Deployment Stage 2: Operational Review and Mifos Configuration

Goal Update MFI’s process and procedures to integrate with Mifos and setup Mifos to reflect MFI’s operations.
Time 4 to 8 weeks depending on size of MFI and depth of products and services offered.
Staffing Business Analyst, Application Expert
Pre-Requisites Complete Assessment and Planning
Steps:
  • Run Mifos orientation for key MFI stakeholders that will be involved with deployment
  • Conduct IT and Infrastructure review.  Identify hardware, software, connectivity and infrastructure gaps.
  • Review, update, and document MFI’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
  • Business Process Mapping Toolkit: Contains an overview of business process mapping (BPM) and reengineering, a how-to guide for BPM, succesful BPM tactics, and a process streamlining template.