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1. CCAP 2009 Software Reviews User Institution Name Anonymous Software s Name Emortelle Software Provider s Name MicroSoftware Designs What about the quality of documentation Were you provided with an up to date technical documentation YES if YES Appreciation of the documentation please rate GOOD Were you provided with a user manual YES if YES appreciation of the user manual please rate GOOD Is there an online help documentation YES if YES appreciation of the documentation please rate AVERAGE What about the implementation process User manuals were given at the training session with step by step gt Was the implementation process well planned and were deadlines respected YES demonstrations given by the Software Provider During the implementation did you have to perform adaptations or specific developments to the software YES Nothing major Sorted during implementation Did you have to change or adapt your organization or procedures to be in line with NO In line with Credit Union the software Did you face any unexpected problem during implementation NO If your institution was not a green field how did the data migration go GOOD Manual data input Quantity of date to be input was small How did your institution proceed to the implementation process Alone Go to question 4 1 NO With the vendor of the software Go to quest2. CGAP 2009 Software Reviews User Institution Name Anonymous Software s Name Emortelle Software Provider s Name MicroSoftware Designs NSTITUTION PROFILE General information Choice lists Free answers Descriptions Comments Name Anonymous Country Trinidad and Tobago Region Latin America and the Language most spoken in operating region English Size of the institution SMALL lt 5 000 clients 373 Clients Branches network and type of environment Urban Rural Total number of branches 1 Nb of branches in urban area 1 Number of urban computerized locations 1 Nb of branches in rural area 0 Number of rural computerized locations 0 Staff overview Total Number of staff 1 Cashiers 1 Keisha Ganga Loan Officers 1 Keisha Ganga Branch Managers 0 Other Branch staff 0 Head Office staff Board of Directors 9 Others 3 Supervisory Committee Total Number of staff in the IT department 1 How many IT staff is involved in the day to day management of the microfinance software one 1 staff Full time equivalent one hour of IT department 0 33 Main products Loans Individual clients YES Solidarity groups with individual loans NO Solidarity groups with group loans NO Others NO Deposits Saving account YES Curre
3. Software Provider Other expert technical assistance Hardware and Telco Connection Hardware investment Servers Printers Computers Servers printers computers Network infrastructure amp security investment Network communications charge of a year after full roll out Ohter investments premices adaptation electricity fitting etc Total cost ownership 24069 03 Nin amp 3723 obago Maintenance yearly cost after full roll out 2420 94 pa 34 Page 1 of 1
4. ckup GOOD No problems Audit GOOD Rating What is your appreciation of the implementation Rating Dormen process Ease of installation GOOD easy to install Ease of configuration GOOD easy Quality of operational training provided GOOD Demonstrations Training Manual Quality of technical training provided GOOD Detailed training provided Rating What is your appreciation of the customer support Rating Comment Promptness GOOD Average Sorted within two to three days depending on urgency and problem encountered Accuracy of answers GOOD Generally accurate Support language adequacy GOOD Understandable Overall satisfaction Did the software help to improve the services offered by your organization YES enabled us fe Improve dia SENICE Oi el eta Members MOW TECHIE quick and promt service at all times Ine SOTlware IS Casy lO USE anad nas a IOU LO OMET MEMDPET S LCUYEr rayrOll Would you recommend the product to another MFI YES Processing Loan Processing Teller Processing Delinquent Reports A ntivuitu Danarte ata Would you recommend the team or company who did the implementation to The team who did the implementation gave sufficient training to enable us YES another MFI to use the software with confidence In your opinion is there any important functionality missing NO Do you feel any gap between what you bought and what you finally got NO Satisfied Please include any additional comments you may have here Page 3 of 4 g
5. gs are held by the Board Reporting consolidation from branch to head office NO Your microfinance or banking software Emortelle Version exact release currently used Cumis v6 51a Have you been through a End of Year process with this release YES Maximum number of accounts handled within your software 373 Since when are you using a microfinance or banking information system 6 29 05 Any change of system since then NO If YES date Names of previous microfinance or banking systems used Names of softwares pre selected before choosing the one you are currently using Flex Credit Union Information Technology How did you first hear about your current software Research Referals In case of problem regarding your system that cannot be solved internally who Sonware Provider helps you The vendor company Micro Software Designs Limited An IT firm different from vendor No Other No Do you have a maintenance contract with the above mentioned company YES If NOT how do you contract to obtain support Have you had any serious bug or other problems since the start of operations with NO the software Nb of releases implemented one 1 Cumis v6 51a installed at one location Total number of users of your system 1 Number of Cashiers using the system 1 Number of Loan Officers 1 Number of Branch Managers None Number of Other Branch staff None Number of Head Office staff None Number of Others staff using the system 2 Directors Treasurer amp Secretary Data sy
6. ion 4 1 YES With the vendor and a specialized consulting firm Go to question 3 9 5 NO With a specialized consulting firm Go to question 3 9 5 NO Can you provide the contact details of the consulting firm NO Page 4 of 4 CGAP 2009 Software Reviews Duration and workload related to your implementation process for the current microfinance software STEP Duration Unit Number of staff Numberofextemal profie of people involved Comments involved experts involved Preparation and need assessment 2 Weeks 3 0 GM Accounts Selection of software 1 Weeks 4 0 GM Accounts IT From contract signed Installation and configuration 1 Weeks 5 2 GM Accounts IT Testing User Acceptance tests 2 Weeks 5 2 Accounts IT Teller Pilot phase 1 Weeks 3 1 Accounts IT Teller First branch roll out 1 Weeks 3 1 Accounts IT Teller Full roll out 1 Weeks 3 1 Accounts IT Teller TOTAL 9 Weeks 26 7 Cost related to your microfinance software from need assessment up to full branch roll out including 1 year of maintenance Product Service Type of supplier Detailled Description Comment pees currency Cost in Need Assessment and Selection Technical Assistance Consultancy Implementation Core Software License Additional modules License Server License Database License Software editor fees amp expenses Customization Training
7. miliar with system Data capture GOOD Caters for all members information On line help or contextual help AVERAGE Refer to training manual Quality of warning messages AVERAGE Does not provide possible solution to errors encountered Reliability and performances GOOD Management reporting and data analysis GOOD Implementation training and support GOOD Average Rating Are you Satisfied with your software Rating Conme functionalities Client Information Management GOOD Efficient Loan management GOOD Efficient and Effective Individual clients GOOD Solidarity groups with individual loans NOT USED Solidarity groups with group loans NOT USED Village banks with individual loans NOT USED Village banks with group loans NOT USED Village banking NOT USED Deposits management EXCELLENT No problems encountered thus far Saving account EXCELLENT No problems encountered thus far Current account GOOD No problems encountered thus far Overdraft account NOT USED Term deposit NOT USED Planned saving NOT USED Group saving NOT USED Teller management GOOD Simple and easy to understand Transfer GOOD Simple Operational reporting GOOD No problems encountered thus far Regulatory Authorities reporting Central bank NOT USED Share management EXCELLENT No problems encountered thus far Accounting GOOD Additional functionalities NOT USED Rating Are you satisfied with your software security Rating RTE features User profile management GOOD No problems Data storage and ba
8. nchronization between Head Office and the branches Single PC Any comments regarding the data synchronization NO Do the loan officers and cashiers use the system Yes In real time in front of the client NO In batch mode YES Both Do you currently intend to change system NO The system is working for us no major problems encountered so far If YES are you already in a selection process NO If YES names of microfinance or banking systems envisaged NO Page 2 of 4 CGAP 2009 Software Reviews User Institution Name Anonymous Software s Name Emortelle Software Provider s Name MicroSoftware Designs Your IT equipment within your institution Number of servers one Stores database Numbers of clients work stations one What innovative solutions are used by your institution ATM NO PDA NO Cell phone NO Others NO SATISFACTION REGARDING YOUR MICROFINANCE SYSTEM Rating Are you satisfied with your microfinance software Rating Comment Overall rating GOOD Easy to use Functionality GOOD Meets business requirements Ease of use GOOD Languages GOOD VLALCITICILS dlU REPOILS PULICU NOIN UIC SYSLCM Call VE UNUCTStLUUU Vy VULII Rha wal aun nana Ala nanaman 4 Navigation GOOD Once fa
9. nt account NO Overdraft account NO Term deposit NO Planned saving NO Group saving NO Other user defined NO Other products and services Payment cards NO Payment services bills utility management NO Foreign exchange service NO National transfers NO International transfers NO Western Union Money Gram Other NO SWIFT NO Insurance NO Other products and services NO Page 1 of 4 CGAP 2009 Software Reviews User Institution Name Anonymous Software s Name Emortelle Software Provider s Name OVERVIEW OF YOUR MANAGEMENT INFORMATION SYSTEM MIS MicroSoftware Designs Systems implemented and used by your institution Choice lists Free answers Descriptions Comments Name of your microfinance or banking software Emortelle Name of the vendor MicroSoftware Designs Additional softwares or in house systems NO Accounting None If yes is the system interfaced with your microfinance or banking system NO Human resources management None If yes is the system interfaced with your microfinance or banking system NO Reporting None If yes is the system interfaced with your microfinance or banking system NO Others please specify None Connectivity solutions and consolidation Connectivity solutions between Head Office and branches Only one branch Weekly meetin
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