Core Banking Software Companies in Thailand by xjt15346

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									                                                                      Software listings and reviews 2009




                                      User Institution Name:
                                        Software's Name:
                                    Software Provider's Name:


                                                                                         AUTHORIZATION
              Do you authorize the CGAP Microfinance Technology Resource Center to release the following
              questionnaire on its web site?
              if YES, do you wish the questionnaire to be anonymous? (In this case, the fields marked with # and
              typed in italic will not be published)


              Comments indicated by a little red triangle in top right hand corner of cells drive you through questionnaire explaining whether a number, a rating, a comment is expected from
                                                                                                       you
                                                                  Dotted blue zones like this one are to be filled with free text or figures
                Stripped blue zones like this one contain drop down menus from which to pick up your answer. It is critical to choose amongst those answers (if you experience not finding
                                                                                   your answer, please contact us)



1                                                                                  INSTITUTION PROFILE
1 1              General information                                                               Choice lists                         Free answers / Descriptions / Comments
1 1   1          # Name
1 1   2          Country
1 1   3          Region
1 1   4          Language most spoken in operating region
1 1   5          # Year of creation
1 1   6   1      Legal status
1 1   6   2             if other, precise
1 1   7          # Contact information
1 2              Size of the institution
1 3              Branches network and type of environment (Urban / Rural)
1 3   1          Total number of branches
1 3   2             Nb of branches in urban area
1 3   3                 Number of urban computerized locations
1 3   4             Nb of branches in rural area
1 3   5                 Number of rural computerized locations
1 4              Staff overview
1 4   1          Total Number of staff
1 4   1   1             Cashiers
1 4   1   2             Loan Officers
1 4   1   3             Branch Managers
1 4   1   4             Other Branch staff
1 4   1   5             Head Office staff
1 4   1   6             Others
1 4   2          Total Number of staff in the IT department?
                     How many IT staff is involved in the day to day management of the
1 4   3              microfinance software?
1 4   3   1              Full time equivalent ?
1 4   3   2              % of IT department
1 5              Main products
1 5   1          Loans
1 5   1   1            Individual clients
1 5   1   2            Solidarity groups with individual loans
1 5   1   3            Solidarity groups with group loans
1 5   1   4            Village banks with individual loans
1 5   1   5            Village banks with group loans
1 5   1   6            Village banking
1 5   1   7            Others
1 5   2          Deposits
1 5   2   1            Saving account
1 5   2   2            Current account
1 5   2   3            Overdraft account
1 5   2   4            Term deposit
1 5   2   5            Planned saving
1 5   2   6            Group saving
1 5   2   7            Other (user defined)
1 6              Other products and services
1 6   1          Payment cards
1 6   2          Payment services (bills, utility management)
1 6   3          Foreign exchange service
1 6   4          National transfers
1 6   5          International transfers
1 6   5   1             Western Union / Money Gram / Other
1 6   5   2             SWIFT
1 6   6          Insurance
1 6   7          Other products and services




                                                         — Coordination by HORUS Development Finance — 1/5
                                                                     Software listings and reviews 2009




                                   User Institution Name:
                                     Software's Name:
                                 Software Provider's Name:
2                                             OVERVIEW OF YOUR MANAGEMENT INFORMATION SYSTEM (MIS)
              Systems implemented and used by your institution                             Choice lists         Free answers / Descriptions / Comments
2 1
2 1   1       Name of your microfinance or banking software
2 1   2       Name of the vendor
2 1   3       Additional softwares or in-house systems
2 1   4   1      Accounting
                      If yes, is the system interfaced with your microfinance or banking
2 1   4   2          system ?
2 1   5   1      Human resources management
                      If yes, is the system interfaced with your microfinance or banking
2 1   5   2          system ?
2 1   6   1      Reporting
                      If yes, is the system interfaced with your microfinance or banking
2 1   6   2          system ?
2 1   7          Others (please specify)
2 2           Connectivity solutions and consolidation
2 2   1       Connectivity solutions between Head Office and branches
2 2   2       Reporting consolidation from branch to head-office
2 3           Your microfinance or banking software
2 3   1       Version (exact release currently used)
2 3   2       Have you been through a End of Year process with this release?
2 3   3       Maximum number of accounts handled within your software

2 3   4       Since when are you using a microfinance or banking information system?
2 3   5   1   Any change of system since then?
2 3   5   2         If YES, date

                     Names of previous microfinance or banking systems used
2 3   5   3
              Names of softwares pre-selected before choosing the one you are
2 3   6       currently using

2 3   7       How did you first hear about your current software?

              In case of problem regarding your system that cannot be solved
              internally, who helps you?
2 3   8   1
2 3   8   2         The vendor company
2 3   8   3         An IT firm different from vendor
2 3   8   4         Other
              Do you have a maintenance contract with the above mentioned
2 3   9   1   company?

2 3   9   2
                     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?
2 3 10

2 3 11        Nb of releases implemented

2 3 12        Total number of users of your system
2 3 12 1             Number of   Cashiers using the system
2 3 12 2             Number of   Loan Officers
2 3 12 3             Number of   Branch Managers
2 3 12 4             Number of   Other Branch staff
2 3 12 5             Number of   Head Office staff
2 3 12 6             Number of   Others staff using the system
2 3 13        Data synchronization between Head Office and the branches
2 3 14        Any comments regarding the data synchronization?
2 3 15        Do the loan officers and cashiers use the system:
2 3 15 1             In real time in front of the client?
2 3 15 2             In batch mode?
2 3 15 3             Both?
2 3 16        Do you currently intend to change system?
2 3 16 1            If YES, are you already in a selection process?
2 3 16 2            If YES, names of microfinance or banking systems envisaged




                                                            — Coordination by HORUS Development Finance — 2/5
                                                                     Software listings and reviews 2009




                             User Institution Name:
                               Software's Name:
                           Software Provider's Name:
2 4           Your IT equipment within your institution
2 4   1       Number of servers

2 4   2       Numbers of clients work stations

2 5           What innovative solutions are used by your institution?
2 5   1              ATM
2 5   2              PDA
2 5   3              Cell phone
2 5   4              Others
3                                                 SATISFACTION REGARDING YOUR MICROFINANCE SYSTEM
              Rating - Are you satisfied with your microfinance
                                                                                            Rating           Comment
3 1           software?
3 1   1       Overall rating
3 1   2       Functionality
3 1   3       Ease of use:
3 1   3   1           Languages
3 1   3   2           Navigation
3 1   3   3           Data capture
3 1   3   4           On line help or contextual help
3 1   3   5           Quality of warning messages
3 1   4       Reliability and performances:
3 1   5       Management reporting and data analysis
3 1   6       Implementation, training and support
              Rating - Are you satisfied with your software
                                                                                            Rating           Comment
3 2           functionalities?
3 2   1       Client Information Management
3 2   2       Loan management
3 2   2   1           Individual clients
3 2   2   2           Solidarity groups with individual loans
3 2   2   3           Solidarity groups with group loans
3 2   2   4           Village banks with individual loans
3 2   2   5           Village banks with group loans
3 2   2   6           Village banking
3 2   3       Deposits management
3 2   3   1           Saving account
3 2   3   2           Current account
3 2   3   3           Overdraft account
3 2   3   4           Term deposit
3 2   3   5           Planned saving
3 2   3   6           Group saving
3 2   4       Teller management
3 2   5       Transfer
3 2   6       Operational reporting
3 2   7       Regulatory Authorities reporting (Central bank, …)
3 2   8       Share management
3 2   9       Accounting
3 2 10        Additional functionalities
              Rating - Are you satisfied with your software security
                                                                                            Rating           Comment
3 3           features?
3 3   1       User profile management
3 3   2       Data storage and backup
3 3   3       Audit
              Rating - What is your appreciation of the
                                                                                            Rating           Comment
3 4           implementation process?
3 4   1       Ease of installation
3 4   2       Ease of configuration
3 4   3       Quality of operational training provided
3 4   4       Quality of technical training provided
              Rating - What is your appreciation of the customer
                                                                                            Rating           Comment
3 5           support?
3 5   1       Promptness
3 5   2       Accuracy of answers
3 5   3       Support language adequacy
3 6           Overall satisfaction
              Did the software help to improve the services offered by your
3 6   1       organization?

              Would you recommend the product to another MFI?
3 6   2
              Would you recommend the team or company who did the implementation
3 6   3       to another MFI?

              In your opinion, is there any important functionality missing?
3 6   4

              Do you feel any gap between what you bought and what you finally got?
3 6   5

              Please include any additional comments you may have here
3 6   6




                                                         — Coordination by HORUS Development Finance — 3/5
                                                                      Software listings and reviews 2009




                              User Institution Name:
                                Software's Name:
                           Software Provider's Name:
3 7           What about the quality of documentation?
              Were you provided with an up-to-date technical documentation?
3 7   1   1

                     if YES - Appreciation of the documentation (please rate)
3 7   1   2

              Were you provided with a user manual?
3 7   2   1

                     if YES - appreciation of the user manual? (please rate)
3 7   2   2
3 7   3   1   Is there an online help / documentation?

                     if YES - appreciation of the documentation (please rate)
3 7   3   2

3 8           What about the implementation process?

              Was the implementation process well planned and were deadlines
              respected?
3 8   1

              During the implementation did you have to perform adaptations or
              specific developments to the software?
3 8   2


              Did you have to change or adapt your organization or procedures to be in
              line with the software?
3 8   3
3 8   4       Did you face any unexpected problem during implementation?

              If your institution was not a "green field", how did the data migration go?
3 8   5
3 9           How did your institution proceed to the implementation process?
3 9   1       Alone (Go to question 4.1)
3 9   2       With the vendor of the software (Go to question 4.1)

              With the vendor and a specialized consulting firm (Go to question 3.9.5)
3 9   3
3 9   4       With a specialized consulting firm (Go to question 3.9.5)
3 9   5       # Can you provide the contact details of the consulting firm?
4                                                                       CONTACT FOR FURTHER DETAILS
4
              # Can you give several contacts within your institution that could provide more detailled information?
4             # General Manager                                                             e-mail address     Phone number
4 1
4             # Person in charge of IT                                                      e-mail address     Phone number
4 2
4             # Person in charge of Adminisrtation and Finance                              e-mail address     Phone number
4 3
4             # Operations Manager, or one Branch Manager                                   e-mail address     Phone number
4 4
4             # One loan officer / field officer                                            e-mail address     Phone number
4 5
4             # Internal Auditor                                                            e-mail address     Phone number
4 6

                                              DO NOT FORGET TO FILL IN SECOND SHEET WITH EXTRA TABLES




                                                       — Coordination by HORUS Development Finance — 4/5
                                                                           Software listings and reviews 2009




                                    Software Provider's Name:                                             0
                                    User Institution Name:                                                0
                                    Software's Name:                                                      0


Duration and workload related to your implementation process for the current microfinance software
                                                                                                         Number of staff   Number of external
                                    STEP                                        Duration         Unit                                            Profile of people involved / Comments
                                                                                                           involved         experts involved

  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


Cost related to your microfinance software, from need assessment up to full branch roll-out including 1 year of maintenance
                                                                                                                                                                 Local
                                                                                                                                                Cost in local
                              Product / Service                                     Type of supplier       Detailled Description / Comment                      currency    Cost in $
                                                                                                                                                 currency
                                                                                                                                                                 name
Need Assessment and Selection - Technical Assistance
Implementation
     Core Software License
     Additional modules License
     Server License
     Database License
     Software editor fees & expenses
     Customization
     Training
     Other (expert technical assistance ...)
Hardware and Telco Connection
     Hardware investment (Servers, Printers, Computers …)
     Network infrastructure & 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)




                                                                — Coordination by HORUS Development Finance — 5/5

								
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