FINAL USER 2 OCTOPUS
Contents
1. Office and the branches Consolidation function from Octopus Do the loan officers and cashiers use the system In real time in front of the client NO In batch mode YES They are visitor loan administrator enters data afterward 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 CGAP User Institution Name Software s Name Software Provider s Name 2009 Software Reviews Anonymous OCTOPUS OCTO Your IT equipment within your institution Number of servers Numbers of clients work stations What innovative solutions are used by your institution ATM PDA Cell phone Others NO NO NO NO 4 one in each branch 1 server in HQ 18 SATISFACTION REGARDING YOUR MICROFINANCE SYSTEM Rating Are you satisfied with your microfinance Ratin Comment software J Overall rating GOOD Functionality AVERAGE The software is not fully integrated we use it only for loan tracking and reporting Ease of use EXCELLENT Languages EXCELLENT A full russian version is now available Navigation GOOD Data capture GOOD On line help or contextual help POOR One user guide online community structures are beeing set up Quality of warning messages AVERAGE Reliability and performances GOOD Management reporting and data analysis EXCELLENT We can add almost any report we want Implementation2. training and support GOOD Rating Ar isfied with r war ating e you satisfied with your software Rating Comman 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 EXCELLENT GOOD GOOD NOT APPLICABLE GOOD NOT APPLICABLE NOT APPLICABLE NOT APPLICABLE NOT APPLICABLE NOT APPLICABLE NOT APPLICABLE NOT APPLICABLE NOT APPLICABLE NOT APPLICABLE NOT APPLICABLE Large variety of data can be entered Teller management Transfer Operational reporting NOT APPLICABLE NOT APPLICABLE EXCELLENT We can add almost any report we want and export results in excell Regulatory Authorities reporting Central bank GOOD Share management Accounting Additional functionalities Rating Are you satisfied with your software security NOT APPLICABLE NOT USED NOT USED Ratin Comment features E User profile management AVERAGE Admin manages loin and paswords Data storage and backup GOOD Audit GOOD Rating What is your appreciation of the implementation g y PP P Rating Comment process 3 The database is automatically upgraded from any previous version Ease of installation EXCE
3. CGAP 2009 Software Reviews User Institution Name Anonymous Software s Name OCTOPUS Software Provider s Name OCTO INSTITUTION PROFILE General information Choice lists Free answers Descriptions Comments Name Anonymous Country Tajikistan Region Europe and Central Asia Language most spoken in operating region Russian MEDIUM 5 000 25 000 Size of the institution clients Branches network and type of environment Urban Rural Total number of branches 4 Branches Nb of branches in urban area 4 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 2 How many IT staff is involved in the day to day management of the microfinance software Full time equivalent of IT department 50 Main products Loans Individual clients YES Solidarity groups with individual loans NO Solidarity groups with group loans YES Village banks with individual loans NO Village banks with group loans NO Village banking NO Others NO Deposits Saving account NO Current 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 util
4. LLENT to the current one Ease of configuration AVERAGE Quality of operational training provided GOOD Quality of technical training provided GOOD Rating What is your appreciation of the customer Rating Comment support Promptness GOOD Accuracy of answers GOOD Support language adequacy POOR They used not to speak rusian but it is changing Overall satisfaction Did the software help to improve the services offered by your organization NO Although reporting is easier now Would you recommend the product to another MFI YES Page 3 of 5 CGAP 2009 Software Reviews User Institution Name Anonymous Software s Name OCTOPUS Software Provider s Name OCTO Would you recommend the team or company who did the implementation tq YES another MFI In your opinion is there any important functionality missing YES Full multy currency Savings Do you feel any gap between what you bought and what you finally got NO 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 YES if YES Appreciation of the documentation please rate AVERAGE Were you provided with a user manual YES 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
5. deadlines YES The software was still beeing incubated respected During the implementation did you have to perform adaptations or specific YES Continuous improvement process developments to the software Did you have to change or adapt your organization or procedures to be in YES New procedures linked to the use of a microfinance information line with the software system Did you face any unexpected problem during implementation NO If your institution was not a green field how did the data migration go GOOD How did your institution proceed to the implementation process Alone Go to question 4 1 NO 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 NO With a specialized consulting firm Go to question 3 9 5 NO Can you provide the 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 Duration Unit Number of staff INUTTMUCT OT external experts involved invahiad 0 Preparation and need assessment 0 Selection of software From contract signed Installation and configuration Mar 07 0 2 3 Mar 07 4 2 3 Testing User Acceptance tests Mar 07 4 2 3 Pilot phase Aug 07 4 2 3 First branch roll out Aug 07 4 2 3 Full roll out TOTAL Profile of people involved Comments Oct
6. intaining Cost in Local local currency Costin currency name 0 SOM 0 0 SOM 0 0 SOM 0 0 SOM 0 0 SOM 0 0 SOM 0 0 SOM 0 0 SOM 0 0 SOM 0 6000 7000 4000 0 7000
7. ity 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 5 CGAP 2009 Software Reviews Ea User Institution Name Anonymous Software s Name OCTOPUS Software Provider s Name OCTO 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 OCTOPUS Name of the vendor OCTO Additional softwares or in house systems YES Accounting YES a software 1C If yes is the system interfaced with your microfinance or banking We have crossehecking procedures between the wa softwares system 2 YES Octopus can export accounting movements linked to credits but we do not use it Human resources management YES a software 1C accountancy If yes is the system interfaced with your microfinance or banking system Reporting YES a software Crystal report ea gt the system interfaced with your microfinance or banking YES Octopus uses a free viewer to display its reports Others please specify None Connectivity solutions and consolidation Connectivity solutions between Head Office and branches Reporting consolidation from branch to head office YES There is a consolidation module in Octopus Your microfinance or banking s
8. oftware OCTOPUS Version exact release currently used 1 1 7 Have you been through a End of Year process with this release YES Maximum number of accounts handled within your software 77000 Since when are you using a microfinance or banking information system 2007 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 z None using How did you first hear about your current software Acted Oxus project In case of problem regarding your system that cannot be solved internally Octopus team in bishkek octopus field consultants who helps you The vendor company YES An IT firm different from vendor NO Other NO Do you have a maintenance contract with the above mentioned company YES Continuous improvement process 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 Ng Nb of releases implemented 10 The last one is beeing implemented 2 5 8 Total number of users of your system 78 Number of Cashiers using the system 4 Number of Loan Officers 50 Number of Branch Managers Number of Other Branch staff 15 Number of Head Office staff Number of Others staff using the system Decentralized with consolidation tool Any comments regarding the data synchronization NO Data synchronization between Head
9. opus incubation in Octo Octopus incubation in Octo Field consultants Field consultants Branches staff Field consultants Branches staff Field consultants Branches staff The deployment process wes not really standard since the asia Et A snema Heda AL 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 Software Provider Implementation Core Software License Additional modules License Server License Database License Software editor fees amp expenses Customization Training Other expert technical assist ance Software Provider Software Provider Software Provider Software Provider Software Provider Software Provider Software Provider Software Provider Hardware and Telco Connection Hardware investment Server s 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 Page 5 of 5 Detailled Description Comment Continuous improvement Open source Open source Open source Open source Open source Free Free Free These are costs linked to IT Only the IT staff ma
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