Mifos X user Matrix
 Share
The version of the browser you are using is no longer supported. Please upgrade to a supported browser.Dismiss

 
$
%
123
 
 
 
 
 
 
 
 
 
ABCDEFGHIJKLMNOPQ
1
Functional AreaFeature DescriptionMifos XOpenCBS
2
Company Overview
3
Basic Company Info
4
Company HeadquartersUnit 1010, 10/F, Miramar Tower
132 Nathan Road
Tsim Sha Tsui, Kowloon,
Hong Kong
5
Location of Company OfficesHong Kong
6
Year of Founding2013
7
Total Number of Employees10
8
Annual Revenue50-100 k/years (2 years existence)
9
Notable News/Announcements/AwardsVersion 14.8 released
10
Total Number of CustomersInclude total number of customers and link to customer list15
11
Flagship Customers
12
Major PartnersWho do they list on their site as their major technology or strategic partners?Subrion
13
Central Bank ApprovalHas the system been approved, certified or audited by any central bank or government? If so, which ones.No
14
Marketing & Positioning
15
Target MarketWhat market are they targeting? This could be size of financial institution? It could be type of financial institution. Include details from their websiteMicrofinance Organizations
16
Slogan/TaglineOpen Source Microfinance
17
Positioning StatementHow do they position their company/softwareOPENCBS is the world's easiest financial management software to install, use and customize. Our technology benefits institutions of all sizes: From small start ups utilizing our free, basic software, to microfinance networks in need of tailored solutions. OPENCBS's dynamic technology will allow your institution to lower costs while improving service.
18
Geographic FocusWhich countries and regions do they target customers in?Worldwide
19
Business & Support Model
20
Business Model
21
Software LicenseIs it closed source or open source? If open source, what license is the software available under? Open Source , GNU license
22
PricingWhat is their pricing model? Try to come up with some sample prices for an MFI with 10,000 clients.

Do they charge an annual fee, an upfront license, per-client subscription, etc.
23
Free Trial/DemoDo they have a free trial or demo? For how long?Yes, 30 days
24
Services & Support Model
25
Services OfferedWhat services do they offer and how are they priced? Consulting, training, data migration, custom development, installation?$200 induction package with 2 months support, training, toolkit, visibility and diploma.
30% on the business you bring us.
$150 per month for support.
26
Hosting Available?Is the software available to be hosted in the cloud? if so, what is the pricing like?Yes
27
Open APIs?Do they have open APIs available? Please Describe
28
Implementation ModelHow long does an implementation last? Do they do it all on-site? What is the cost? Yes, it is on-site. Pricing depends on many factors. Contact for an estimate.
29
Support ModelDescribe their support model? Do they do it directly? Who provides support?Yes, directly.
30
Partner NetworkDo they have a network of local support partners?
31
TrainingHow much does training cost?Elastic
32
Online HelpWhat self-service help channels do they have? Online documentation, forums, mailing lists? Online forum
33
34
Business & Support Model
35
Technology
36
Primary Programming LanguagesWhat language is it coded in? Java? PHP? C++, etc.C# , microsoft.net
37
DatabaseWhat database does it use?Microsoft SQL Server
38
APIDoes the software have an API?
39
Source code availabilityIs the source code available? Yes, on Github.
40
Centralized or Decentralized?Is it a stand-alone decentralized software or can it be installed on a central server?OPENCBS is a desktop based application. You can use it on a computer without any access to internet or other network. However, you can choose to host it on a remote server (SAAS), or to host your database remotely.
41
Web-based?No
42
Offline capabilityIf web-based does it have offline-functionality?Yes
43
Performance/ScalabilityHow scalable is it? Do they make any claims about how many clients the software can handle?Can handle as many clients as you'd like
44
Software
45
Languages it's translated intoWhich languages has the software's interface been translated into?English , French
46
47
MFI Information Management
48
Office ManagementOffice HierarchyDescribe office hierarchy is supported. How many levels can be created? Support for Multiple LevelsSimilar organisational hierarchy capability but no constraints around depth of office hierarchy in mifosx and no distinction made between branches, regional office, head offices etc.

Support for unlimited depth of office hierarchy
Yes, any number of levels can be supported.
49
Center HierarchyDoes the software support the creation of centersSupport for center and group creation with greater flexiblity Not supported
50
Group HierarchyDoes the software support the creation and tracking of groups?Support for group creation independent of centersYes
51
Product DefinitionShort ID SupportCan you define short IDs for products?Mifos X provides support for the definition of 4 character short IDs which are displayed in condensed views like the collection sheet entry module.Yes
52
Product Date RangeCan you define short IDs for products?
53
Product Mix SupportCan you limit which types of products and accounts be held by a client at the same time? ( i.e. a client can't have an income generating loan and a housing loan at the same time )Mifos X supports limiting a client from having combinations of loan products specified in the product mix. (i.e. a client can't have an income generating loan and a housing loan at the same.Not supported
54
Product CategorizationCan products be grouped into categories? Yes
55
Branch-Level ProductsCan products be created at a branch level or only organization-wide?Yes
56
Alerts and Notifications
57
Account FlagsCan you create flags for accounts? Which flags are supported?Not supported
58
Task List/ChecklistDoes the system support creation of task lists and tracking compeltion of these tasks? Yes
59
Notification of Pending TasksHow does the system notify users of pending tasks that need completion? Yes
60
Activity StreamDoes this system provide an activity stream of all recent activities and actions that have been done?Yes
61
Calendar Support
62
MeetingsHow does the systems support meetings and calendars? What flexibility is there?Yes, it can be customized.
63
Meetings attached to Repayments
64
MoratoriumsCan moratoriums on payments be defined and setup?Not supported
65
Working Day DefinitionHow does the system define working days and allow user to configure these?Chosen by manager
66
HolidaysOrganization-LevelSet by manager
67
Branch-LevelSet by manager
68
Removal of HolidaysSet by manager
69
System Administration
70
Manage ShutdownIs there any type of feature to manage when shutting down the system to notify users that they will be logged out or there is ongoing system maintenance?No
71
System-wide MessagesCan the system generate system-wide message to be sent to all users?No
72
Client Information Management
73
Basic InformationClient data such as name, marital status, age, gender, address, and activity, etc.Please describe the basic information on a client that can be recorded and maintained. First name
Last Name
Date of birth
Gender
ID Number
Economic activity
Loan Cycle (Automatically
calculated)
Head of household.
(Yes/No)
Place of birth
Father’s name
Citizenship
Branch
74
Group InformationGroup client data such as name status, members, leader, creation date, meeting datePlease describe the basic information on a group that can be recorded and maintained. Name
Meeting day
Date of establishment
Economic activity
Group cycle
Branch
75
Center InformationCenter data such as name, location, status, groups, leader, registration, etc.Please describe the basic information on center that can be recorded and maintained.Not supported
76
Performance HistoryCenter-LevelWhat type of performance history is tracked and displayed for each level of accounts?Not supported
77
Group-LevelNot supported
78
Client-LevelNot supported
79
Account-LevelNot supported
80
Additional InformationHow does the system support the capturing and tracking of additional information that will be different for each organization and their policies.Mifos X uses data tables functionality for this which provides a plug-in capability for additional data (even when more than one line of additional data is needed)
81
Family Details What family detail information can be captured?Not supported
82
Notes FieldDoes the system have a notes field? What type of data does it support?Yes, any notes can be added
83
Client Protectionism
84
Client Exit SurveysDoes the system support recording of client exit surveys? What surveys do they include?Not supported
85
Drop-out RateHow does the system track client drop-out rate?Not supported
86
Generate Loan DocumentsCan you generate loan documents for the client directly from the system. (i.e. loan statements, loan approval letters, loan disclosure terms)Mifos X provides User-Generate Documents, a WYSIWYG editor with mail-merge functionality to create client-facing documents populated with values from the Mifos database.Yes
87
Calculate EIRDoes the system calculate and display the effective interest rate (APR)? Does it transparently show breakdown of fees/interest?Yes
88
Data FlexibilityControl over hidden and mandatory fieldsCan the user control which fields are hidden? Which fields are mandatory?Yes
89
Customization of LabelsCan you customize how fields are displayed by giving them new labels?Yes
90
Field ValidationHow does the system support field-level validation?Define mask and fields have to be entered accordingly.
91
Identity ManagementUniqueness CheckingWhich fields/searchable parameters must be unique?User defines whichever fields to be unique.
92
Document UploadsDoes the system allow for the uploading of documents? What types of documents are supported? How can the files be searched or tagged?Yes, receipts, contracts, etc.
93
Photo UploadsDoes the system allow for the upload of photos? How can photos be uploaded or stored?Mifos X supports the upload of a photos via manual upload, capture via a webcam or capture via a smartphone.Not supported
94
Duplicate Client CheckingDoes the system check for duplicate clients? Yes, if you set ID Card & Name to “Unique”.
95
Account WorkflowsClient Account WorkflowPlease list the client account workflows/states including the number of and their values. Mifos supports the following client states/workflows: By default: 1. Record profile-> 2. Loan application-> 3. Loan committee-> 4. Validation-> 5. Disbursement; can customize workflow on demand
96
Blacklisting ClientCan clients be blacklisted? Not supported
97
Group Account WorkflowPlease list the group account workflows/states including the number of and their values. By default: 1. Record profile-> 2. Loan application-> 3. Loan committee-> 4. Validation-> 5. Disbursement; can customize workflow on demand
98
Center Account WorkflowPlease list the center account workflows/states including the number of and their values. By default: 1. Record profile-> 2. Loan application-> 3. Loan committee-> 4. Validation-> 5. Disbursement; can customize workflow on demand
99
Tracking Potential or Prospective ClientsCan the system track clients before they're approved? I.e. applicants or prospects in a pipeline?Yes
100
Client Flexibility
Loading...