Demo | Octopus Microfinance

We can arrange a demonstration of Octopus for you in remote control on our computers.

However, in view of the high number of requests, we can only arrange demos for people that plan to implement Octopus in their organisation.

If so, please complete the following questionnaire, as precisely as possible. It will allow us to provide an analysis of your needs and know whether Octopus can match your needs. We will contact you shortly afterwards to arrange a personalised demo that suits your needs.

If you want to try Octopus by your own, feel free to download it here.

1> Contact information of the person who fills in the questionnaire

First Name*
Family Name*
Gender*
Position in the institution*
Email address*
Phone number*
Skype contact
What is the main reason of your request?*
Have you already tried and installed Octopus?*

2> Your institution - legal status

This information is necessary in order to prepare implementation and support contracts.

Institution name*
Are you a member of a network or MFI association?*
If so, what is the name of the network?
Country*
Website
Legal representative*
Position of legal representative
MFI Established since
Status*
Turnover and results of the last financial years

3> Your institution - existing infrastructures

Number of branches*
For 1 standard branch, please give the number of staff and a short description of their position.	Example : branch 1 : Bamako (1 branch directory, 2 cashiers, 1 accountant, 2 loan supervisors, 5 loan officers, 1 IT specialist)
For each branch, please give the information system (hardware and software).	Example : branch 1 : Bamako (3 personal computers, 2 laptops, 1 server, 2 printers, 2 UPS)
Each branch is connected to the Internet? At which average bandwidth?	Example : branch 1 : Bamako (broadband connection, 256kbps)
IT personnel (skills and experience)	For example: 1 MIS manager based in HQ with ACCESS and SQL experience, 2 IT technicians in north and central branches with Windows system knowledge…
Other information regarding your information system

4> Portfolio – credit

Do you have credit operations?*
Average number of active clients for credit*
Outstanding Loan Portfolio (Please specify the currency)*
Do you have individual / corporate loans?	If yes, please describe types of product (instalments, interest rate calculation, grace period, entry fees, late fees, early repayment fees…).
Do you have group loans (solidarity groups / Non-Solidarity)?	If yes, please describe types of product (instalments, interest rate calculation, grace period, entry fees, late fees, early repayment fees…)
Do you use lines of credit?
Do you use collateral or guarantor?
Do you use mandatory savings?	If yes, please describe procedures (automatic withdrawal on instalments’ due date, only if late…)
Do you use social shares?
Do you use credit scoring?
Is there any other information related to loan tracking that we should know?

5> Portfolio – savings

Do you use savings? *
Average number of active clients for savings*
Savings portfolio* (Please specify the currency)
Do you have interests on your savings contracts?	If yes, please describe savings product (type of client, interest rate, periodicity, deposit fees, management fees, withdrawal fees…)
Do you allow overdrafts?	If yes, please describe savings product (type of client, interest rate, periodicity, deposit fees, management fees, withdrawal fees…)
Do you have fixed term deposits?	If yes, please describe savings product (type of client, interest rate, periodicity, deposit fees, management fees, withdrawal fees…)
Do you have savings scheme or recurring deposits?	If yes, please describe savings product (type of client, interest rate, periodicity, deposit fees, management fees, withdrawal fees…)
Do you handle cheques?	If yes, please describe this practice
Do you manage interbranch transfers?	If yes, please describe this practice
Do you use teller management?	If yes, please describe this practice
Other information regarding savings?

6> Procedures

Do you have formal procedures for your MFI (credit, savings, data management, accounting, HR)?	If yes, please forward them to us, this is the best way we can get more familiar to your practices and needs. You can rely on our discretion about them.
Do you have procedures related to information system management?	For example, who is authorised to enter and save a loan, to disburse it, to perform repayments, to perform specific treatments and so on.

7> Data migration

Which MIS do you currently use?*
Is it possible to export all your data to Excel files?
How many clients will have to be migrated to Octopus?
How many savings accounts will have to be migrated to Octopus?
How many loans will have to be migrated to Octopus?
Do you have specific questions related to data migration?

8> Data security

Do you already have a back-up and data security policies (firewall, antivirus…)?

If yes, please describe them

9> Accounting

Do you already have an accounting solution?

If yes, please tell us which one and how you use it with regards to loan and savings tracking. If your system is not integrated, please tell us how you perform reconciliation data between loan and savings tracking system with accounting solution

10> Implementation

When do you plan to start the implementation of your MIS?*

11> Your message*