FINAL USER 8 LPF
Contents
1. i Local Product Service Type of supplier Detailled Description Comment po currency Costin name Need Assessment and Selection Technical Assistance Other Researched on the internet 450 000 Leones 300 Implementation Core Software License Software Provider Manufacturer came from Uganda 375 000 Leones 250 Additional modules License N A Server License N A Database License N A Software editor fees amp expenses Software Provider Hotel and Flight fees Customization N A Training Software Provider hrog trainning sust palid forthe trainner s travel Brought in technical experts over ten 20 000 000 Leones 8 000 Other expert technical assistance Implementation Specialist times Hardware and Telco Connection Hardware investment Servers Printers Computers Donated Network infrastructure amp security investment By CDs to back up data 500 000 Leones 200 Network communications charge of a year after full roll out Interface 5 000 000 Leones 2 000 Ohter investments premices adaptation electricity fitting etc Electricity Bill 2 500 000 Leones 1 000 Total cost ownership 28 825 000 11 750 Maintenance yearly cost after full roll out PC repair IT professionals 2 000 000 Leones 800 Page 5 of 52. and services Payment cards NO Payment services bills utility management NO Foreign exchange service NO National transfers NO Page 1 of 5 CGAP 2009 Software Reviews User Institution Name Anonymous Software s Name LOAN PERFORMER Software Provider s Name Crystal Clear Software 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 LOAN PERFORMER Name of the vendor Crystal Clear Software Additional softwares or in house systems NO Accounting YES a software Quick Books If yes is the system interfaced with your microfinance or banking system Human resources management If yes is the system interfaced with your microfinance or banking system Reporting If yes is the system interfaced with your microfinance or banking system Others please specify None Connectivity solutions and consolidation Connectivity solutions between Head Office and branches Mobile Management travels to Branches as well Reporting consolidation from branch to head office YES Your microfinance or banking software LOAN PERFORMER Version exact release currently used Version 7 10 11 Have you been through a End of Year process with this release YES il UI Wh inti d ity duri Maximum number of a
3. CGAP User Institution Name Software s Name Software Provider s Name 2009 Software Reviews Anonymous LOAN PERFORMER Crystal Clear Software INSTITUTION PROFILE General information Choice lists Free answers Descriptions Comments Language most spoken in operating region Size of the institution 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 Anonymous Country Sierra Leone Region Sub Saharan Africa English 28 000 MEDIUM LARGE 25 000 50 000 clients r r o Total Number of staff Cashiers Loan Officers Branch Managers Other Branch staff Head Office staff Others 62 10 24 22 Total Number of staff in the IT department How many IT staff is involved in the day to day management of the 8 microfinance software Full time equivalent of IT department Main products Loans ao Individual clients Solidarity groups with individual loans YES YES Solidarity groups with group loans Village banks with individual loans YES NO Village banks with group loans Village banking Others Deposits Saving account Current account Overdraft account Term deposit Planned saving NO NO NO NO NO NO NO NO Group saving Other user defined NO NO Other products
4. Great help in organizing information and genreating reports Saves time The system is efficient and can generate desired reports Understandable teaching method Helpful staff The software is not able to produce savings reports by field agent CGAP User Institution Name Software s Name Software Provider s Name 2009 Software Reviews Anonymous LOAN PERFORMER Crystal Clear Software Do you feel any gap between what you bought and what you finally got YES P includ dditional t nay hi her Like being able to communicate suggested improvements to ease NGUCE any elcnmonarcomments you may mave nere manufacturers and then receive improved sotware yearly 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 EXCELLENT Were you provided with a user manual NO Directions provided with in the software if YES appreciation of the user manual please rate Is there an online help documentation YES if YES appreciation of the documentation please rate GOOD What about the implementation process Was the implementation process well planned and were deadlines YES 3 month trainning period followed through with 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 w
5. ccounts handled within your software Possibly 20 000 Unisure Where not lntructediabout capacity during trainning Since when are you using a microfinance or banking information system 2004 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 How did you first hear about your current software Research Internet Mind Your Own Business MYOB In case of problem regarding your system that cannot be solved internally who helps you Hire an IT professional to solve the problems The vendor company NO An IT firm different from vendor YES NO i NO DAMSEL Business Center Sierra Leone Do you have a maintenance contract with the above mentioned company 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 Negotiate and Invoice Software did not accept certain payments Accounts become mixed up and shut down Nb of releases implemented 5 Total number of users of your system 12 Number of Cashiers using the system YES Number of Loan Officers Number of Branch Managers Number of Other Branch staff Number of Head Office staff Number of Others staff using the system Centralized on off Data synchronization between Head Office and the branches line U
6. ith the software Began checking on clients earlier because reports were produced earlier Did you face any unexpected problem during implementation NO If your institution was not a green field how did the data migration go N A How did your institution proceed to the implementation process Alone Go to question 4 1 With the vendor of the software Go to question 4 1 YES ion 3 9 5 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 contact details of the consulting firm Page 4 of 5 CGAP 2009 Software Reviews Pe Duration and workload related to your implementation process for the current microfinance software Number of staff Number of external STEP Duration Unit f Profile of people involved Comments involved experts involved Preparation and need assessment sc Months A Management Selection of software N A Only Software Available at time From contract signed Installation and configuration 3 Months 1 Director Testing User Acceptance tests 6 Months 2 Director Portfolio Manger Pilot phase N A 6 2 Director Branch Manager First branch roll out Months 48 4 Director Branch Manager 2 MIS Staff Full roll out Months TOTAL Cost related to your microfinance software from need assessment up to full branch roll out including 1 year of maintenance
7. nt GOOD Rating EXCELLENT Comment Loan management EXCELLENT Individual clients EXCELLENT Transfer EXCELLENT Operational reporting EXCELLENT Regulatory Authorities reporting Central bank NOT APPLICABLE Share management NOT APPLICABLE Accounting GOOD Additional functionalities EXCELLENT Easy to operate Rating Are you satisfied with your software security Rating Comment features User profile management EXCELLENT Data storage and backup EXCELLENT Audit EXCELLENT Rating What is your appreciation of the implementation process Ease of installation Ease of configuration Quality of operational training provided Quality of technical training provided Rating What is your appreciation of the customer support Promptness Accuracy of answers Support language adequacy Overall satisfaction Did the software help to improve the services offered by your organization Would you recommend the product to another MFI Would you recommend the team or company who did the implementation tq another MFI In your opinion is there any important functionality missing Rating GOOD GOOD GOOD GOOD Rating EXCELLENT EXCELLENT EXCELLENT lt m on YES YES YES Page 3 of 5 Comment Have IT professional do installation Received training personnel from manufacturers Comment Allows to create own symbols
8. se USB Any comments regarding the data synchronization YES Do the loan officers and cashiers use the system In batch mode NO NO Do you currently intend to change system To expensive to change systems If YES are you already in a selection process lf YES names of microfinance or banking systems envisaged Good Process Prefer to do it on line Page 2 of 5 CGAP User Institution Name Software s Name Software Provider s Name 2009 Software Reviews Anonymous LOAN PERFORMER Crystal Clear Software Your IT equipment within your institution Number of servers Numbers of clients work stations What innovative solutions are used by your institution gt vu gt z 0 T D Cell phone Others Rating Are you satisfied with your microfinance z fo lt 177 E z co Head Office 1 Branches 2 3 total w SATISFACTION REGARDING YOUR MICROFINANCE SYSTEM software Rating Comment Overall rating EXCELLENT Functionality GOOD Ease of use EXCELLENT Languages English is widespread no need to use different languages Navigation Data capture On line help or contextual help Quality of warning messages Reliability and performances Management reporting and data analysis GOOD EXCELLENT GOOD EXCELLENT GOOD GOOD Implementation training and support Rating Are you satisfied with your software functionalities Client Information Manageme
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