Hello Dusmant,

I'm responding to your questions on deployments and thought they were good
enough that I should share with the community at large.

My one caveat is that I know nothing about your MFI, and so my answers will
remain pretty general as the size, structure, and your strategic plan can
affect all of these factors.

> Dusmant from Adhikar called me up and wanted to know a few things
> related to the implementation that they are pursuing.
> Some of the questions that he raised were
> 1. More information on the migration of data

Data Migrations are one of the toughest areas for any MFI.  Factors that
affect this include:

* Are your operations manual or do you have an existing MIS system?
* How important are your historical records in your reporting?  Are you
comfortable not having all of it in one system?
* What's the size of your MFI?  How many clients served?

We generally recommend most MFI's focus on only moving the active accounts
as this is the generally quickest way to deploy.  If you're small, manual
might be worth it (although I recommend testing thoroughly during the
process and keeping multiple backups, in case you have to correct some
issues).  Another option is to move no data and just use Mifos for all new
accounts going forward (so over time all your accounts will be in Mifos).
Or you can just automate this process, although that does require some
technical skill.

You can also try moving all the data, but as an example, with ENDA recently
we moved all of their historical data from their old MIS to Mifos and it was
about 3.5 months of work, requiring 3 full time resources and 50%+ time of 2
more.

> 2. The size of the inhouse team that they will need in case they
> implement Adhikar

Again, very dependant on the size and structure of your org, along with your
staff's capacity.  At a minimum I recommend

* Executive Champion - Drives things within the organization
* Project Leader - Manages the project
* IT Specialist - Handles technical details of the rollout
* Operations Head  - Handles operation side, including updating processes
and procedures to work with Mifos
* Trainer - Training your staff
* Involvement of some your branch staff - For testing, evaluating and
rollout support

Obviously, in a smaller org, some people might take on multiple roles.
Additionally you will probably need to bring on more staff for training,
onsite support, monitoring and validation depending on the size of your org
and your rollout strategy.

After the rollout, some additional positions you'll want to consider
* Support Staff
* Database Admin (Once you reach a certain size, say 200k+)
* Report Writer - Building custom reports
* Admin - Manage the Mifos server

> 3. What are the scalability issues that they may face and how is
> Mifos
> geared up for it.

Grameen Koota, the largest user of Mifos at the moment, is currently
supporting over 200k clients and growing quite rapidly.  Again, if you are
getting to this size you will probably want to invest in a larger IT staff
for support (see my point above)
 
> 4. Project execution timelines

Again, very dependent on the size of your org, structure, internal capacity
and goals.  There are trade-offs on whether you try to run a short and tight
schedule, versus a long, more conservative one.  My advice here is to look
at what you think is possible, what are your overall goals, and what you see
as the possible risks and plan accordingly around those.

For example, for some organizations they are very concerned about the
accuracy of data and so might be a lot more diligent with their training and
monitoring of their staff to make sure they are using Mifos correctly.  For
others, it may be more important to get up and running on an automated
system as soon as possible for growth reasons, so they may push it out on a
faster schedule.

I hope that helps and followup with any questions you might have to the
list! 

Best,
Ryan

 
Ryan Whitney  
Mifos Technical Program Manager
[email protected]
Mifos - Technology that Empowers Microfinance (www.mifos.org)



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