One of the big challenges after Mifos X is installed and configured is how to train the end user. Thanks to an energetic group of volunteers, we have a great start to a four-part end-user deployment tool kit to help solve this challenge.
Like everything else we do, the end-user tool kit is open source. There is a set of operational policies that will help the financial institution implement best business practice right at the start of using Mifos X. The policy samples are located on the wiki pages – https://mifosforge.jira.com/wiki/display/docs/Operational+Policy+Samples+for+Financial+Institutions and can be downloaded and customized for each organization.
The next part of the tool kit is a set of operational procedures. This documentation is intended for the end user and will walk an employee through the organization’s steps for customer service from greeting the customer, accepting an application, keying in the appropriate information in Mifos X and closing out at the end of the day. All of these are available for download so that they can be customized for the financial institution. https://mifosforge.jira.com/wiki/display/docs/Create+Savings+Account
To accompany the operational procedures, we have uploaded sample forms that the organization may require. Like all pieces of the tool kit, these forms can be downloaded and customized for quick implementation. The forms include Loan Application, Membership Application, Loan Guarantee Agreement, Adverse Action, Cash Balancing and more. https://mifosforge.jira.com/wiki/display/docs/Operational+Sample+Forms+for+the+Financial+Institution
And finally, our Google Code-In 2014 participants have been doing a great job creating a set of training slides that can be used by deployment partners and financial institution training staff to get end users up to speed in using Mifos X in their daily work. https://mifosforge.jira.com/wiki/display/docs/Training+Slides
The Operational Tool Kit is 95% complete at this reading. All pieces will be in place by the end of this year. The Mifos Initiative is a thought leader for technology-enabled financial inclusion. We are committed to achieving our mission by delivering accessible technology designed to service the Base of the Pyramid by providing tools and best practices for responsible financial inclusion and endorsing standards for openness and transparency. The Mifos Initiative provides the only open source core banking system and, It is the only organization that builds a suite of support around this system.
To learn more about our Operational Tool Kit or to offer suggestions to improve it, contact Dayna Harp, Director of Strategic Initiatives. She will coordinate your questions and suggestions to make sure we provide the best tools for financial inclusion.