Project Discovery Questionnaire Please enable JavaScript in your browser to complete this form.Please enable JavaScript in your browser to complete this form.Organization/Company Name *Contact Person *Position/Role *Phone Number *Email Address *What type of system would you like us to develop for your organization? *--- Select Choice ---Web-based applicationMobile applicationWeb application + mobile applicationWeb application for management + mobile application for agentsWeb application for management + mobile application for customersNot sure — we would like your recommendationOtherWho should use the system? *Managing Director/OwnerAdministratorBranch ManagerAccountantLoan OfficerAgent/CollectorCustomerOtherWhat areas of your business should the system manage? *Customer registrationCustomer accountsSusu/savingsDaily collectionsAgents/collectorsLoansLoan repaymentsCash transactionAccountingBranchesReportsOtherPlease describe your organization and the financial services you provide. *In your own words, what would you like the new system to help your organization do for now? *Who are your main customers? *What types of loans or credit services do you provide? *Please describe the journey of a customer from the moment they decide to join your organization until they become an active customer. *Please describe your susu collection process in your own words *Please describe your loan process from application to final repayment. *What type of financial services should the new system support? *Susu/Daily SavingsWeekly SavingsMonthly SavingsFixed SavingsTarget SavingsGroup SavingsLoansMicrofinanceHow many branches should the system be designed to support? *One branch2–5 branches6–10 branchesMore than 10Multiple branches planned in the futureApproximately how many customers should the system be able to support? *Below 500500–1,0001,001–5,000Approximately how many staff/agents should the system support? *How should new customers be registered in the system? *How should new customers be registered in the system?Staff registers customersAgent/collector registers customersCustomer registers themselves onlineCustomer registers through a mobile applicationCustomer starts registration and staff completes verificationOtherWho should be allowed to create customer accounts? *AdministratorBranch ManagerStaffAgent/CollectorCustomerOtherWhat information should be collected when registering a customer? *Full nameGhana Card/National IDPhone numberDate of birthGenderResidential addressDigital addressOccupationPassportNext of kinEmergency contactMobile Money numberBank accountID document uploadOtherWhich customer information should be mandatory? *Should customers have a unique customer ID/account number? *YesNoSystem should generate it automaticallyOtherShould one customer be able to have multiple savings/accounts? *YesNoWhat should happen when a customer becomes inactive? *What savings/susu products should the system support? *Daily SusuWeekly SavingsMonthly SavingsFixed DepositTarget SavingsGroup SavingsOtherHow should contribution frequency be configured? *DailyWeeklyMonthlyFlexibleShould customers be allowed to contribute more than their scheduled amount? *YesNoHow should customers make their regular contributions?Agent collectionOffice paymentMobile MoneyBank transferMobile application should registered to What should happen immediately after a successful collection? *Update customer balanceGenerate receiptSend SMSUpdate agent collection totalUpdate company financial recordsWhat are the five most important features you want in the new system? *What is the most important problem the new system must solve? *What is the one thing you absolutely cannot afford to get wrong in the system?Do you have existing customer records that need to be transferred into the new system?YesNoIs there anything else you would like the system to do that has not been covered in this questionnaire? *Please describe the journey of a customer from the moment they decide to join your organization until they become an active customer. *Submit
