Implementation & training at Octopus

You don’t improvise the installation or the migration of a Management Information System. Preparation is the key to success for your MIS implementation. Our 6 year experience with Octopus has shown us that the most satisfied users have been those that invested enough time for preparation, implementation and training.

Every time we perform training at Octopus, we include an audit of the MFI with regard to its practices, its former MIS, its data migration and its, above all, its future users. This audit, often neglected by most software editors, is realized through interviews with the MFI top management and the local MIS administrator. This preliminary phase is as important as the training itself. It allows us to review the MFI procedures, to understand its needs, to anticipate the migration phase, to personalize the software and to prepare a customized training according to the institution reality. This approach helps us to be even more efficient during training and to concentrate on what matters: users.

Besides this upstream training, we offer two downstream trainings at Octopus:

Users training: This training lasts for 3 days and is made to educate the different users (cashiers, loan officers, administrators, top management, accountants) about Octopus. The main concepts raised through this training are:

• Octopus installation
• General configuration of Octopus
• Creation of client profiles
• Loan products configuration
• How to disburse a loan?
• How to handle repayments (front office/back office)?
• Configuration of savings products
• How to edit reports?
• How to manage funding lines?
• How to manage multi-currencies?
• Accounting in Octopus
• Back-ups and databases restorations

Training is done through concepts presentation and application exercises. Each participant uses the software to get familiar with its environment.

Advanced training – MIS administrator: This training lasts for 2 additional days (after the initial training). It is aimed at training system administrators to Octopus logics and to its database structure. Participants must have a significative knowledge and experience of the SQL language and SQL server to follow properly this training:

• Octopus installation in remote control
• Back-up agent installation
• Database structure (different tables, stored procedures & functions)
• Configuration of user defined fields via SQL Server
• Back-ups & restoration of the database
• Introduction to Crystal Reports
• Creation of documents and forms in Crystal Reports
• Creation of personalized reports with Crystal Reports

Our trainings are held in French, English, Spanish, Russian and Kyrgyz. Other languages are also available upon demand.

Interested by those trainings? Please feel free to contact us.