Document Actions
Project Charter
Sample
Project Title: MIFOS Implementation at SECDEP (St. Elizabeth Community Development Program, Inc.)
Project Manager: GARRY BLANCO
Description
Project need: SECDEP operations are mostly manual with the branches sending hard copies of daily transactions to the HO where the information is fed into MS excel to generate various operating and accounting MIS, for supervisory purposes and managerial decision making. It is evident that there are an increasing number of unsatisfied clients because of this process. Moreover, the firm plans to expand its operation to reach distant rural areas.
Project description: The purpose of this project is to implement MIFOS version for the entire SECDEP operations spanning its HO and 5 branches. Grameen Technology Center (“GTC”) identified SECDEP as a suitable ‘lighthouse’ MFI for carrying out a pilot implementation of MIFOS in the Philippines based on various criteria, including suitability of methodology, MFI size, management commitment etc.
Project Start Date: May 1, 2008
Project Finish Date: February 13, 2009
Objective
The objectives of the SECDEP implementation are:
· Establish the capabilities of MIFOS as an empowering technology option for Philippine MFIs
· Arrive at a ‘standardized’ version of MIFOS that provides the features and reports most commonly required by Philippine MFIs
· Provide SECDEP with a long-needed software solution that they can use on a sustained basis to achieve various benefits and efficiencies like a) real-time information access, b) faster transaction processing, c) faster and accurate reports, d) improved supervision, control and decision-making
Assumptions, constraints, and risks
Assumptions:
· That Mifos version 1.1 release on June 2008
· That enhancement on SECDEP data migration procedure is available, few days after the official release of Mifos 1.1
· That all data archived in SECDEP will be retrievable if needed to backtrack
· That only Mifos’ required data, basic client information and 2008 transactions of SECDEP will be migrated to the database.
· That flaws identified in the Gap Analysis are resolved and/or properly addressed
· That the budget will cover all project requirements
· That required report customization of SECDEP is delivered at Mifos full implementation
· That most, if not all, SECDEP personnel are trained to use the Mifos system
· That manuals or Mifos-Enabled materials are available for references
· That current reporting structure will enable rather than impede progress
· That data center is in place prior to Mifos full implementation at SECDEP
· That all parties involved are committed to the success of the project
Constraints:
· Grameen (GTC) proposed project timeline are set and must be considered for the project
· Mifos version 1.1 is set to be released in June 2008 and must be deliberated for the project
· Customization of SECDEP report was identified and must be considered for the project
· Data hosting is set to be outsourced
· Internet connectivity in the branches was recognized as vital factor in performance
· Project timeline and resources must conform to the set budget
Risks:
|
|
Risk Factor |
Description of perceived risk |
Mitigation |
|
1 |
Complete Excel Data for migration |
Complete data in excel format for Active Clients/Active Accounts migration may not be available. In such a case, we have to migrate Active Clients only and account-level data may have to be manually entered. This may have an impact on overall schedule
|
SECDEP has been given the format for required information. Early feedback and sample data will help clarify the migration plan. |
|
2 |
Branch-level Connectivity |
Actual Connectivity at the branches does not exist as of now. |
We have verified that broadband connectivity exists at 4 of the 5 branch-locations and can be availed. At one branch-location dial-up connection exists as of now.
Necessary steps will be factored in the implementation plan to ensure that the provision of connectivity at branches dove-tails with the pilot branch and roll out implementations. |
|
3 |
Redeployment of HO MIS staff to branches |
MIS staff currently working at SECDEP HO is to be redeployed to branches. There may be resistance from these staff on this move |
SECDEP management is taking suitable steps to ensure that there is no problem regarding redeployment. However, this issue will be finalized and settled at the training-level.
|
Resources
Financial:
SECDEP project will be funded by GTC through Grameen Foundation USA. A collaborative agreement between IDEA/IDEASoft and GTC will be arrange to successfully deliver the technology solution (Mifos) to SECDEP in Iloilo City, Philippines. IDEASoft Project Management Team will lead this project, while an independent Subject Matter Expert, specializing in MFI, will coordinate functional matter to the project team.
Personnel:
Material(s):
Software
- MIFOS
- MySQL
- Java
- Jboss
- Ant
- Eclipse
- BIRT
- Operating System (Windows/OpenSource)
Hardware and others
- Machine Server(s) & Desktop Computer(s)
- Uninterruptible Power Supply
- Cooling System
- Internet connectivity
- Data Migration Procedure
- Mifos manual and training materials
Approach
|
|
Activities |
Est. Completion Date |
|
1 |
MIFOS Set-up & Configuration (version 1.0) |
2nd wk August 2008 |
|
2 |
SECDEP Test Data Migration on version 1.0 |
2nd wk August 2008 |
|
3 |
SECDEP Report Customization |
4th wk August 2008 |
|
4 |
MIFOS Training |
3rd wk December 2008 |
|
5 |
MIFOS Set-up & Configuration (version 1.1) |
1st wk September |
|
6 |
Feature/Report Testing (version 1.1) |
2nd wk December 2008 |
|
7 |
Pilot Branch Implementation |
4th wk November 2008 |
|
8 |
Migration to Production Server |
4th wk January 2009 |
|
9 |
Roll-out to other branches |
2nd wk February 2009 |
|
10 |
Project Sign-off |
2nd wk February 2009 |
|
11 |
Post Deployment Planning |
4th wk October 2008 |
Roles and responsibilities
|
|
Name/s |
Role |
Responsibilities |
|
1 |
Dr. Cayetano Paderanga and Ms. Luz Coronado Matt Duncan and Aliya Walji |
Project Champions / Sponsor |
· Authorizes the project · Provide executive authority to the project team · Ensure that project objectives are met and initiate corrective action in case of deviations · Helps set project goal · Helps identify constraints · Inspires the team |
|
2 |
Garry Blanco |
Project Manager |
· Responsible for achieving the project deliverables · Produces plan of action · Monitor progress to keep the project on track · Leads the project team · Communicates project status/information |
|
3 |
Sumit Bagchi |
Subject Matter Expert |
· Deliver assigned task and provide additional services integral to the project · Provide functional and business process related inputs and coordinates testing of features, reports and others |
|
4 |
Jevers Esteban |
Technical/Systems Analyst (ISD) |
Undertake all technical work required in the implementation process, including, but not limited to: · Data Migration · Deployment/hosting · Systems Administration during Implementation · Coding work/Report creation work if any · Assist in training activities |
|
5 |
Mary Jane Golez |
Coordinator/MIS Head (Stakeholder) |
Coordinator on behalf of SECDEP for the following activities amongst others: · Finalization of excel data for test/final migration · Organize/assist in conducting training programs · Assist in development of MIFOS-enabled manuals · User testing of features/ reports and data migration |
|
6 |
Raisa |
Encoder (Stakeholder) |
· Undertake data encoding work as and when required · Assist Mary Jane in specified activities |
Sign-off
Luz Coronado – Executive Director (SECDEP) Date
Dr. Cayetano Padaranga – President & CEO (idea, ideasoft, MiFITS)
Matt Duncan – Marketing Director (Grameen Technology Center)
Aliya Walji – Technical Program Officer
(Project Champion / Sponsor)
Garry Blanco – Chief Technology Officer (IDEASoft) Date
(Project Manager)
Comments