MFI Information

• SECDEP
  
• Iloilo, Philippines
  
• 7,000 clients, 5 branches
• Vision/Mission
• Overview (lending style, products, etc)
• Link to website
• Goals in deploying Mifos (high level)

Mifos Specialist Information

• IDEASoft
• Makati City, Philippines
  
• Overview

Deployment overview

• Start date 
• Estimated end date/actual end date (depending on whether the project is complete or not)
• Status (planning, in-progress, complete, etc)

Pre-deployment Analysis

Gap analysis

Business process analysis 

Overview of existing processes 

Deployment Information

Project management

Documents

Project Charter

Work Breakdown Structure

Project plan [we recommend saving this item in HTML format]

Project schedule [we recommend saving this item in HTML format with a link to other formats if available e.g. Microsoft Project or Excel]

Status reports:

• Status report 1
• Status report 2
• Status report 3
  

Communication plan [communication plan in HTML format]

Postmortem

 [track lessons learned and link here]

Configuration inputs

DB configuration inputs

[link your configuration inputs here in HTML or to the configuration inputs excel spreadsheet]

UI configuration inputs

[create links to configuration inputs page and inputs in HTML ]

Infrastructure details

• Server hardware
• Server hosting details
• Branch hardware
• Network/internet connectivity details
• Server/application setup
• Software stack used
• Operating system

• Monitoring tools

• [Every deployment should have system monitoring in place to track basics on application and database servers: CPU, memory usage, Disk I/O, space usage, slow queries, and bandwidth usage]

Reporting requirements

• Report details
• Sample reports [link to sample reports in HTML format or as a separate document]

Data migration

• Data migration plan [documentation in HTML format and any tools used]
• Documentation [links to documents in HTML format]
• Tools [links to tools/scripts used to perform migration]
• Learning for future deployments

Training

• Training plan
• Training documents
• Learning for future deployments

Roll-out/Go-live plan

[this section should document how the MFI transitioned from the legacy system to Mifos]

Post Deployment Planning

[This page should link to the Project's Post-deployment Planning Page]