Hi Folks,


I saw this email come across the loan performer mailing list.  I know we
experimented with the Mix stuff—but things were still so early stage for
MIX, it didn’t make sense to continue.



Anyways, something we may want to consider for Mifos.


Emily.



*From:* [email protected] [mailto:[email protected]]
*On Behalf Of *Hans Verkoijen
*Sent:* Saturday, October 01, 2011 12:45 AM
*To:* [email protected]
*Cc:* [email protected]; 'Mburu Antony'; [email protected]
*Subject:* [loanperformer] RE: Invitation to MIX pilot program for
microfinance software providers





Dear Scott



Thanks for the invitation. We are glad to participate.



We welcome the fact that there would be a uniform reporting standard for
micro-finance institutions. We find it increasingly difficult to integrate
more and more regulatory reports into Loan Performer. Each country seems to
have its own standard for reporting. We have seen the PMT Tool in Uganda,
the BCEAO reports for West Africa, the DRC has recently created it’s own
reports, we also got a request from Burundi, Azerbadijan wants their own
specific XML report and we just received a load of reports that are
required in Madagascar. Image we are with Loan Performer in 50 different
countries and each country wants its own reporting standard. This is the
looming picture that is developing at the moment. A uniform reporting
standard is very much appreciated by us. I only it could replace all the
country specific standards?



PS I have copied this reply on the Loan Performer users email list. Hope
that is alright?



Kind regards,
Hans Verkoijen
Crystal Clear Software Ltd.
PO Box 7463 Kampala, Uganda
King Fahd Plaza, 3rd floor, 52 Kampala Road
Tel: ++256-41-4-231739 Fax ++256-41-4-233644
Email: [email protected] or [email protected]
Web: www.loanperformer.com








*From:* Crystal Clear Software [mailto:[email protected]]
*Sent:* 30 September 2011 17:08
*To:* 'Hans Verkoijen'
*Subject:* FW: Invitation to MIX pilot program for microfinance software
providers







*From:* [email protected] [mailto:[email protected]] *On Behalf
Of *Scott Gaul
*Sent:* Friday, September 30, 2011 4:51 PM
*To:* [email protected]
*Cc:* [email protected]
*Subject:* Invitation to MIX pilot program for microfinance software
providers



[image: Image removed by sender.]

Dear Hans,

I am writing to you about a proposed pilot program to improve the value of
software systems used by MFIs.  After
research<http://www.themix.org/Understanding-MFIs%C3%A2%C2%80%C2%99-Reporting-Burden>
in
this 
area<http://www.themix.org/publications/microbanking-bulletin/2011/03/first-look-technology-provider-market-share>,
through the support of the MasterCard
Foundation<http://www.themix.org/press-release/mix-and-mastercard-foundation-partner-expand-data-coverage-among-microfinance-institut>,
we are now in a position to move forward with that program. We would like
to invite Crystal Clear Software, Ltd. to participate in this pilot
program. Please review the information below and let us know if your
company would be interested in pursuing this opportunity with MIX.

*MIX Commitment to XBRL*
MFIs rely on back-office systems not only for internal reports, but to
produce reports for investors, associations, regulators and other external
stakeholders. Recent
research<http://www.themix.org/sites/default/files/176%2811-12%29_MIX_Understanding%20MFIs_Report%28Eng%29_11-08-11.pdf>by
MIX suggests that, despite reliance on sophisticated MIS systems,
preparation of these reports still requires significant time and manual
effort.  As an important first step in addressing this problem, MIX has adopted
XBRL as a standard <http://www.themix.org/standards/xbrl> for modeling and
transfer of microfinance data, and created a comprehensive XBRL
taxonomy<http://www.themix.org/standards/mix-microfinance-taxonomy>that
captures financial and social data and combines international
financial reporting standards and microfinance industry standards. We also
work with the Global Impact Investing Network
<http://iris.thegiin.org/>(GIIN) on disseminating
XBRL content to other
users<http://hitachidatainteractive.com/2011/04/27/speaking-xbrl-but-talking-social-impact-data/>,
including impact investors, and thus we will have parallel development
related to standards for XBRL data transfer.  Collectively, these
improvements can dramatically reduce the reporting burden for MFIs while
increasing the quality and timeliness of data received by external
stakeholders but only if software systems used in the microfinance industry
support XML reports that comply with the MIX taxonomy. Our goal is to find
ways to encourage software companies to support XML reports and, in
particular, reports that comply with the MIX XBRL standard.

*Proposed Pilot XBRL Program
*We propose to conduct a pilot program with a select number of microfinance
software vendors to adapt their software packages to produce a well-formed
XBRL document that can be read directly into our database for publication
on the MIX Market site. We anticipate this functionality will present
different challenges for different vendors.  Our goal is to learn about
these challenges to better understand how to support vendors in this
effort.  We seek to work with software providers who are prepared to join
with others in sharing their experience integrating XBRL reporting into
their offering.  We understand and respect the need to protect proprietary
information, but we also believe that there is much to be gained by
soliciting direct feedback from vendors moving down this path.

*Potential for Software Certification*
Software that supports streamlined reporting using a common format will
ultimately have significant added value for MFIs. MIX is thus considering a
proposal to adopt a *software certification program*, offering vendors a
significant tool to communicate the true value of XBRL reporting.  A second
goal of the proposed pilot program is to evaluate the potential value to
vendors of such a certification program. Your participation in the pilot
program will be invaluable in helping to refine our plans for software
certification.

*A Limited Commitment
*The precise format of the pilot program has not yet been determined, as
that program will need to be adapted to the needs and constraints of those
participating. We do anticipate that participating vendors will commit to
the following:

   - Designate a single point of contact to represent the company and
   manage communications with other company personnel.
   - Participate in one or two meetings of perhaps ½ to 1 day to discuss
   technical issues with MIX personnel.
   - Respond online to questions and discussion topics posted online as
   appropriate.

If your company would be interested in being a part of this important
movement for innovation in microfinance reporting, please reply to this
email and we will follow up with a phone call to discuss particulars with
you or someone you designate to represent your company.

Thank you,

Scott Gaul
Director of Analysis
MIX

Bryan Barnett
Consultant

[image: Image removed by sender.]

[image: Image removed by sender.]

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