Thanks Emily for forwarding and thanks Udai for passing on these links.

I had discussed this with John Woodlock a little while ago and will pick up
the thread once again.

I will reach out to Bryan to get details on how to possibly be a part of
the pilot program if it is a fit.

Ed

On Fri, Nov 4, 2011 at 9:29 AM, Udai Gupta <[email protected]> wrote:

> Here is the work that was done.
>
> http://mifosforge.jira.com/browse/MIFOSBI-15
> http://mifosforge.jira.com/browse/MIFOSBI-43
>
> Udai
>
> On Fri, Nov 4, 2011 at 9:41 PM, Emily Tucker <
> [email protected]> wrote:
>
>> 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.]
>>
>> __._,_.___
>>
>> Reply to 
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>>  Reply
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