Case Studies - Internet Platform and Tools
- Customer Information System
For a leading microfinance institution, we have developed a Customer Information System. This system allows relationship officers at bank branches to register customers.
This is a portal built for a leading market-driven microfinance research organization. This has been built using Drupal CMS and Apache Web Server
Customer Information System
The client is a leading microfinance institution. Unlike other MFI’s, this institution has stayed away from a single product model such as loans and moved to a model where it offers array of financial products to its customers through branches established in villages. It includes insurance, mutual funds gold coin sales, and loans. Since its inception, it has rapidly scaled to seventy branches spread across five states.
The client had a problem on how to make its products reach the end customer in rural India. This meant connecting branches to backend providers of products.
Customer Management System is a cloud-based system that provides customer enrollment as well as transaction origination and gateway capability for financial products offered by the client. The enrollment module has a unique model of capturing customer data that looks at household demographics as opposed to individual demographics. Product module provides for registration and transactions on products. It sends the data to provider’s systems from a central backend. This system provides a portfolio view that shows key financial parameters across all products. This has been built in Google Web Toolkit, Spring, Hibernate and deployed on the cloud.
It has helped the client to rapidly scale its operations. It has provided a platform for analysing customer data and provided decision support for deciding products to sell to customers.
The client is a leader in the area of market-led microfinance. It offers training and enabling services for microfinance service providers throughout the world.
The client has more than five hundred artifacts in various topics and languages to be disseminated to its consultants and trainers across the globe. There are differing patterns of access to the documents. For example, a subset of the documents had to be made available under a sub-domain for a smaller country-level audience.
This has been developed using a content management system – Drupal on Apache Web Server running on Linux. It has multi-domain and multi-language features. It uses workflow and role-based access to various CMS tasks. It enables newsletter preparation and distribution.
It has helped the client to effectively disseminate its content to its consultants across the world. It has provided greater visibility of the client and its activities to the world.