Quantitative

Timeline
Started March 15 2007, caught up to present by end of Oct. 2007.
I'm trying to reconstruct from the earliest database backups how long it took to do the various steps listed in the Overall process section below, but it's slow going and now very clear.

Resources
Polly, the MIS person, worked alone first two months.
March-July: Two MIS staff at 75% (my estimate on %age)

Mid-August-Dec.: Three staff.  One MIS at 50%, two data entry at 70%, per Polly.
(One MIS staff left, two data entry started.)

Rate per Day
July - Aug, Hussein said they could enter one month of collection sheet data in five working days.  Two people full time, not using bulk entry page.  But late submissions slowed them down, especially at month end, when they would flood in.  One very good data entry person left at end of Aug, two new ones started and trained in mid-Aug.

Qualitative

Overall process
Starting 15 March
    Created Centers, Groups, Personnel and all clients (5,446), by March 28, 2007.
    Savings accounts (5,100) opened with Dec 31/Jan 1 start date and accurate EOY 2006 balance, by May 11th.
    Opened active loan account (2,729) with accurate start date (by changing system date).  This step was facilitated by first extracting from Excel to collate loans by start date and group.  Posted one lump payment such that remaining balance as of 2007-01-01 was accurate.  By May 16th.
    Loan accounts: Posted lump-sum payments for the three-month period Jan - Mar.
    Then posted monthly lump-sums for each of April, May, and June.

Since July:
    Posted every daily collection sheet, at first making single payments on the loan detail page.  In Sept they started to use the bulk entry page.  October data was completed on Nov. 3rd.

Plan To Move Into Production
Logistically how the plan to enter data and move into production works (at what point do field staff start doing data entry and using the system 'live):

    Field staff is now validating their member data by reviewing their respective loan status reports: checking for exited members, mistakes regarding loans in arrears, etc.  The next step is to have them submit the collection sheet via the bulk entry page.  They are still scrubbing the data but we expect the shift to happen soon.

Challenges
Challenges encountered in migrating data from an operational perspective and also challenges encountered in migrating data in Mifos (e.g. no easy way to kick off batch jobs, etc).:

    Jitegemea did not have batch jobs running (they died on a memory error) until Sept., so the bulk entry page was not populated and couldn't be used.
    The loan officers develop an expectation that the MIS/data entry staff will always enter their collection sheets into Mifos, how to shift the responsibility?  Also they view the collection sheet as a living document and routinely edit them a week or more after the meeting; need to discourage that.