User Institution Name: Software`s Name: Software Provider`s Name

2009 Software Reviews
User Institution Name:
Software's Name:
Software Provider's Name:
Anonymous
ABACUS
Fern
INSTITUTION PROFILE
General information
# Name
Country
Region
Language most spoken in operating region
Size of the institution
Choice lists
Free answers / Descriptions / Comments
Anonymous
Ireland
Europe and Central
Asia
English
MEDIUM(5,000 25,000 clients)
Branches network and type of environment (Urban / Rural)
2
1
1
1
1
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
8
4
2
0
0
2
Total Number of staff
Cashiers
Loan Officers
Branch Managers
Other Branch staff
Head Office staff
Others
Total Number of staff in the IT department?
0
0
How many IT staff is involved in the day to day management of the
microfinance software?
0
Full time equivalent ?
% of IT department
Main products
Loans
Individual clients
Solidarity groups with individual loans
Solidarity groups with group loans
Village banks with individual loans
Village banks with group loans
Village banking
Others
Deposits
Saving account
Current account
Overdraft account
Term deposit
Planned saving
Group saving
Other (user defined)
YES
NO
NO
NO
NO
NO
NO
YES
NO
NO
NO
YES
NO
NO
Other products and services
Payment cards
Payment services (bills, utility management)
Foreign exchange service
National transfers
International transfers
Western Union / Money Gram / Other
SWIFT
Insurance
Other products and services
NO
NO
YES
NO
NO
YES
YES
YES
YES
1 of 5
2009 Software Reviews
User Institution Name:
Software's Name:
Software Provider's Name:
Anonymous
ABACUS
Fern
OVERVIEW OF YOUR MANAGEMENT INFORMATION SYSTEM (MIS)
Systems implemented and used by your institution
Choice lists
ABACUS
Fern
Name of your microfinance or banking software
Name of the vendor
Additional softwares or in-house systems
Accounting
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 ?
Free answers / Descriptions / Comments
NO
None
YES
None
Collsoft
YES
YES, an in house s.
YES
Others (please specify)
Connectivity solutions and consolidation
Connectivity solutions between Head Office and branches
Reporting consolidation from branch to head-office
Leased Line
YES
Your microfinance or banking software
ABACUS
Version (exact release currently used)
Have you been through a End of Year process with this release?
Maximum number of accounts handled within your software
Version 1.6.4.003
YES
Practically unlimited
Since when are you using a microfinance or banking information system?
Any change of system since then?
If YES, date
1990
YES
Originally with Cubis from Fern and we received regular updates
Names of previous microfinance or banking systems used
Fern Software
Names of softwares pre-selected before choosing the one you are
currently using
Fern: Cubis 3, 4, 5, 8
How did you first hear about your current software?
Demonstration at software exhibition
In case of problem regarding your system that cannot be solved internally,
who helps you?
The vendor company
An IT firm different from vendor
Other
Do you have a maintenance contract with the above mentioned company?
YES
YES
YES
Fern for software
for hardware
for online backup system
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?
YES
Nb of releases implemented
3
Total number of users of your system
8
3
2
1
Number of Cashiers using the system
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
Data synchronization between Head Office and the branches
Any comments regarding the data synchronization?
2
Centralized on line
NO
Do the loan officers and cashiers use the system:
In real time in front of the client?
YES
In batch mode?
YES
Both?
YES
Do you currently intend to change system?
If YES, are you already in a selection process?
If YES, names of microfinance or banking systems envisaged
NO
2 of 5
2009 Software Reviews
User Institution Name:
Software's Name:
Software Provider's Name:
Anonymous
ABACUS
Fern
Your IT equipment within your institution
Number of servers
1
Numbers of clients work stations
8
What innovative solutions are used by your institution?
ATM
PDA
Cell phone
Others
YES
document scanning
SATISFACTION REGARDING YOUR MICROFINANCE SYSTEM
Rating - Are you satisfied with your microfinance
software?
Rating
Overall rating
Functionality
EXCELLENT
EXCELLENT
Ease of use:
EXCELLENT
Languages
Navigation
Data capture
On line help or contextual help
Quality of warning messages
Reliability and performances:
Management reporting and data analysis
Implementation, training and support
EXCELLENT
EXCELLENT
EXCELLENT
GOOD
EXCELLENT
EXCELLENT
EXCELLENT
EXCELLENT
Rating - Are you satisfied with your software
functionalities?
Client Information Management
Loan management
Individual clients
Solidarity groups with individual loans
Solidarity groups with group loans
Village banks with individual loans
Village banks with group loans
Village banking
Deposits management
Saving account
Current account
Overdraft account
Term deposit
Planned saving
Group saving
Teller management
Transfer
Operational reporting
Regulatory Authorities reporting (Central bank, …)
Share management
Accounting
Additional functionalities
Rating - Are you satisfied with your software security
features?
User profile management
Data storage and backup
Audit
Rating - What is your appreciation of the implementation
process?
Rating
Rating
Comment
EXCELLENT
EXCELLENT
EXCELLENT
Rating
EXCELLENT
Ease of configuration
EXCELLENT
Quality of operational training provided
Quality of technical training provided
EXCELLENT
EXCELLENT
Promptness
Accuracy of answers
Support language adequacy
Comment
EXCELLENT
EXCELLENT
EXCELLENT
NOT APPLICABLE
NOT APPLICABLE
NOT APPLICABLE
NOT APPLICABLE
NOT APPLICABLE
EXCELLENT
EXCELLENT
NOT APPLICABLE
NOT APPLICABLE
EXCELLENT
NOT APPLICABLE
NOT APPLICABLE
EXCELLENT
EXCELLENT
EXCELLENT
EXCELLENT
EXCELLENT
EXCELLENT
EXCELLENT
Ease of installation
Rating - What is your appreciation of the customer
support?
Comment
Rating
Comment
Comment
EXCELLENT
EXCELLENT
EXCELLENT
Overall satisfaction
Did the software help to improve the services offered by your
organization?
YES
Would you recommend the product to another MFI?
YES
Would you recommend the team or company who did the implementation
to another MFI?
YES
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
Please include any additional comments you may have here
Very good follow up and speed of support
3 of 5
2009 Software Reviews
User Institution Name:
Software's Name:
Software Provider's Name:
Anonymous
ABACUS
Fern
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)
Is there an online help / documentation?
if YES - appreciation of the documentation (please rate)
YES
GOOD
YES
EXCELLENT
YES
EXCELLENT
What about the implementation process?
Was the implementation process well planned and were deadlines
respected?
YES
During the implementation did you have to perform adaptations or specific
developments to the software?
YES
Did you have to change or adapt your organization or procedures to be in
line with the software?
YES
Did you face any unexpected problem during implementation?
If your institution was not a "green field", how did the data migration go?
NO
EXCELLENT
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)
NO
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?
Not applicable
4 of 5
2009 Software Reviews
Fern
Anonymous
ABACUS
Software Provider's Name:
User Institution Name:
Software's Name:
Duration and workload related to your implementation process for the current microfinance software
STEP
Duration
Unit
1
Preparation and need assessment
Weeks
Number of staff
involved
Number of external
experts involved
Profile of people involved / Comments
2
0
Internal staff
Selection of software
2
Weeks
2
0
Internal staff
From contract signed: Installation and configuration
1
Months
2
0
Internal staff
Testing / User Acceptance tests
3
Weeks
2
2
Internal staff
Pilot phase
1
Weeks
2
1
Internal staff
First branch roll-out
1
Weeks
4
2
Internal staff
Full roll-out
1
Weeks
4
2
Internal staff
TOTAL
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
Type of supplier
Detailled Description / Comment
Cost in local
currency
Software Provider
Discussion and review
0
Local
currency
name
EUR
Cost in $
0
Implementation
Core Software License
Software Provider
20000
EUR
22000
Additional modules License
Software Provider
12500
EUR
15000
Consultancy
5000
EUR
6500
Other
Other
Software Provider
1100
EUR
1300
17000
EUR
20000
Server License
Database License
Software editor fees & expenses
Customization
Software Provider
0
EUR
0
Training
Software Provider
2000
EUR
2200
EUR
0
Other
Other (expert technical assistance ...)
Hardware and Telco Connection
Hardware investment (Servers, Printers, Computers …)
15000
EUR
17000
Network infrastructure & security investment
10000
EUR
11000
Network communications (charge of a year after full roll-out)
5000
EUR
6500
5000
EUR
6500
EUR
108000
EUR
20000
Ohter investments (premices adaptation, electricity fitting etc...)
Total cost ownership
17000
Maintenance (yearly cost after full roll-out)
5 of 5
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