FINAL USER 4 BANKERS REALM
Contents
1. Money Gram Other SWIFT Insurance Other products and services z jz z z co z z z fo ziz ziz lt z z co Page 1 of 5 CGAP 2009 Software Reviews User Institution Name Anonymous Software s Name Bankers Realm Software Provider s Name Craft Silicon OVERVIEW OF YOUR MANAGEMENT INFORMATION SYSTEM MIS Systems implemented and used by your institution Choice lists Free answers Descriptions Comments Name of your microfinance or banking software Name of the vendor Additional softwares or in house systems Accounting Bankers Realm Craft Silicon YES YES a software Bankers Realm If yes is the system interfaced with your microfinance or banking system YES Bankers Realm Human resources management YES a software Bankers Realm If yes is the system interfaced with your microfinance or banking system Reporting YES Bankers Realm YES a software Frame Tool system Others please specify Connectivity solutions and consolidation If yes is the system interfaced with your microfinance or banking NO Connectivity solutions between Head Office and branches Not connected Reporting consolidation from branch to head office Version exact release currently used Have you been through a End of Year process with this release How did you first hear about your current software Your mic2. CGAP User Institution Name Software s Name 2009 Software Reviews Anonymous Bankers Realm Software Provider s Name Do you feel any gap between what you bought and what you finally got Craft Silicon Please include any additional comments you may have here What about the quality of documentation Were you provided with an up to date technical documentation if YES Appreciation of the documentation please rate Were you provided with a user manual if YES appreciation of the user manual please rate AVERAGE Is there an online help documentation YES if YES appreciation of the documentation please rate AVERAGE What about the implementation process Was the implementation process well planned and were deadlines respected During the implementation did you have to perform adaptations or specific developments to the software Did you have to change or adapt your organization or procedures to be in line with the software Did you face any unexpected problem during implementation If your institution was not a green field how did the data migration go AVERAGE How did your institution proceed to the implementation Alone Go to question 4 1 With the vendor of the software Go to question 4 1 YES With the vendor and a specialized consulting firm Go to question 3 9 5 With a specialized consulting firm Go to question 3 9 5 Can you provide the
3. CGAP 2009 Software Reviews User Institution Name Anonymous Software s Name Bankers Realm Software Provider s Name Craft Silicon INSTITUTION PROFILE Name Anonymous Country Kenya Region Sub Saharan Africa Language most spoken in operating region English MEDIUM 38007 Size of the institution LARGE 25 000 50 000 clients Branches network and type of environment Urban Rural Total number of branches Nb of branches in urban area Number of urban computerized locations Nb of branches in rural area Number of rural computerized locations Staff overview Total Number of staff Cashiers Loan Officers Branch Managers Other Branch staff Head Office staff Others Total Number of staff in the IT department How many IT staff is involved in the day to day management of the microfinance software y Njojn o alo 2 all in head office N 2 Full time equivalent of IT department Loans Individual clients YES Solidarity groups with individual loans YES Solidarity groups with group loans NO Village banks with group loans NO Village banking NO Others NO Saving account YES Current account NO Overdraft account Term deposit Planned saving Group saving Other user defined Other products and services Payment cards Payment services bills utility management Foreign exchange service National transfers International transfers Western Union
4. al time in front of the client NO In batch mode NO Both NO Do you currently intend to change system NO If YES are you already in a selection process If YES names of microfinance or banking systems envisaged Page 2 of 5 Data processing is centralised and a back up despatched to Emerge Bancs Microbanker Finance Solutions Mifos CGAP User Institution Name Software s Name 2009 Software Reviews Anonymous Bankers Realm Software Provider s Name Your IT equipment within your institution Number of servers Numbers of clients work stations z What innovative solutions are used by your institution Craft Silicon ATM PDA Cell phone Others NO SATISFACTION REGARDING YOUR MICROFINANCE SYSTEM Rating Are you satisfied with your microfinance software Comment Overall rating Functionality Ease of use EXCELLENT GOOD Languages GOOD Navigation Data capture On line help or contextual help Quality of warning messages AVERAGE GOOD GOOD AVERAGE GOOD Reliability and performances Management reporting and data analysis GOOD Implementation training and support EXCELLENT Rating Are you satisfied with your software functionalities Rating Comment Client Information Management Loan management GOOD GOOD Individual clients Solidarity groups with individual loans Solidarity groups with group lo
5. ans Village banks with individual loans GOOD GOOD NOT USED NOT APPLICABLE Village banks with group loans Village banking Deposits management Saving account NOT APPLICABLE NOT APPLICABLE GOOD NOT APPLICABLE Current account NOT APPLICABLE Share management Accounting Transfer NOT APPLICABLE Operational reporting GOOD Regulatory Authorities reporting Central bank NOT APPLICABLE NOT APPLICABLE GOOD process Ease of installation Ease of configuration Quality of operational training provided Quality of technical training provided support Promptness Accuracy of answers Support language adequacy Overall satisfaction Rating What is your appreciation of the customer Additional functionalities GOOD Rating Are you satisfied with your software security Rating osmine features User profile management GOOD Data storage and backup GOOD Audit GOOD Rating What is your appreciation of the implementation Pating Gonen GOOD GOOD GOOD GOOD Rating Comment EXCELLENT GOOD GOOD Would you recommend the product to another MFI another MFI In your opinion is there any important functionality missing Did the software help to improve the services offered by your organization Would you recommend the team or company who did the implementation tq Page 3 of 5 spreadsheet 2 developer should consider a planning module
6. contact details of the consulting firm Page 4 of 5 CGAP 2009 Software Reviews Duration and workload related to your implementation process for the current microfinance software STEP Preparation and need assessment Selection of software From contract signed Installation and configuration Testing User Acceptance tests Pilot phase First branch roll out Full roll out TOTAL Duration an oO 0 Unit Months Months Months Weeks Weeks Months Number of staff 3 5 4 10 10 DY NO 23 2 Number of external involved experts involved Profile of people involved Comments Cost related to your microfinance software from need assessment up to full branch roll out including 1 year of maintenance Product Service Need Assessment and Selection Technical Assistance Implementation Core Software License Additional modules License Server License Database License Software editor fees amp expenses Customization Training Other expert technical assistance Hardware and Telco Connection Hardware investment 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 Maintenance yearly cost after full roll out Type of supplier Consultancy Sof
7. rofinance or banking software NO branches weekly for update of standalone system Bankers Realm 2 0 integrated banking application YES Maximum number of accounts handled within your software chart of accounts has 420 Since when are you using a microfinance or banking information system 2003 Any change of system since then YES If YES date 31 Jul 08 Names of previous microfinance or banking systems used Names of softwares pre selected before choosing the one you are currently using Loan Performer from another client who helps you The vendor company YES An IT firm different from vendor In case of problem regarding your system that cannot be solved internally 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 the software Nb of releases implemented currently using installation release Total number of users of your system 51 Number of Cashiers using the system Number of Loan Officers Number of Branch Managers Number of Other Branch staff 20 Number of Head Office staff 23 Number of Others staff using the system 0 Data synchronization between Head Office and the branches Centralized on off line Any comments regarding the data synchronization NO Do the loan officers and cashiers use the system In re
8. tware Provider Software Provider Software Provider Page 5 of 5 Detailled Description Comment review evaluation data cleanup Cost in local currency 790 174 6 000 000 1000000 1120000 3554800 12 464 974 1200000 Local currency name Kshs Kshs Kshs Kshs Kshs Kshs Kshs Kshs Kshs Kshs Kshs Kshs Kshs Kshs Kshs Cost in 10130 76923 12821 159807 15385
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