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Redesign the IT sytem of Partner Microcredit Foundation

Congé Solidaire

International solidarity


 

Mission: Conduct an assessment of the existing IT infrastructure and an expert opinion on planned complete infrastructure redesign, deployment of application part to Cloud and implementation of hyper-converged infrastructure or provide an alternative solution.

 

Location: Tuzla and Gradačac in Bosnia and Herzegovina


Duration and date: Mid-March – Mid-May 2020

 

Organization: Partner Microcredit Foundation


Theme: Redesign the IT system 

 

CONTEXT

 

Microfinance aims at providing access to a set of financial products and services to people excluded from the financial system. Mainly spread in developing countries, microfinance stimulates entrepreneurial activity through small loans and other financial as well as non-financial services to micro-entrepreneurs and smallholder farmers.

 

Partner Microcredit Foundation is a non-profit microcredit organization in Bosnia and Herzegovina. Founded by Mercy Corps in 1997 as an NGO, It became a microcredit foundation in 2000. It offers financial services to economically active populations who have difficult or no access to funding sources for business development and improvement of living conditions. The institution provides loans under the individual methodology microcredit and technical support mainly to micro-entrepreneurs, promotes participation of women in business and offer easier access to financial services in rural areas.

 

As of March 2019, the institution serves 40 059 active borrowers (42% women and 87% in rural areas) and manages a portfolio of EUR 67.7 million. It is operating in Bosnia and Herzegovina through a network of 60 branches, and 302 employees.

 

In December 2019, Partner received a loan from the Grameen Crédit Agricole Foundation (GCAF), an organization funded by Crédit Agricole and the Nobel Peace Prize Laureate Pr. Yunus that finances and supports microfinance institutions and social enterprises in 38 countries. In 2020, the GCAF will support Partner with a Solidarity Banker mission described here below.

 

PROJECT'S OBJECTIVES AND DELIVERABLES


 

The objectives and scope of the IT development project listed below may be adjusted based on the profile of the expert and his/her recommendation on how to achieve the best results. 

 

 

 

OBJECTIVES 

 

  1. Assessment of the existing IT infrastructure and organizational structure
  2. Development of Guidelines for future development of IT infrastructure and applications
  3. Recommendations for a 3-5 years IT Investment Plan and specific recommendations for 2020.  

 

ACTIONS AND DELIVERABLES

 

Action 1: Assessment of the existing IT infrastructure and organizational structure

 

 

 

Partner's infrastructure design is so-called traditional design. Rack consists of servers, storage systems, network and storage switches.

 

The Data Center in the Central Office Partner consists of a group of Hewlett Packard Enterprise (HPE) servers. From a hardware perspective, it's a combination of nine servers. Looking at the software part, the infrastructure is not fully virtualized. Two servers are physical, seven servers are virtualized, five on VMWare platform and two on Oracle Hypervisor. Interconnection with the rest of the network is made through switches and is a combination of 10Gb and 1Gb network. The detailed list of used hardware and software is attached as Appendix 1.

 

 

 

Deliverables:

 

 

  •  Written report on the present state of IT infrastructure and organizational structure

 

 

 

Action 2:  Development of Guidelines for future development of IT infrastructure and applications

 

Partner has planned a complete infrastructure redesign, deployment of applications partly or entirely to the Cloud, migration to the Office 365, and implementation of hyper-converged infrastructure. Explore possibility of migrating the whole infrastructure to the Cloud, including planning all aspects of the migration; the core responsibility including defining necessary refactoring required to make the migration successful, designing strategies for data migration, defining cloud-solution requirements, and determining migration priorities and production switchover mechanisms. Special emphasis should be on the financial aspect of the possible migration. The analysis should also include an assessment of the applications in use and licenses, including Office and Windows.     

 

Deliverables:

 

  • Written assessment of the proposed redesign of IT infrastructure and applications
  • Written recommendation for alternative infrastructure and applications redesign
  • Financial Analysis of the Migration to Cloud Environments

 

 

Action 3: Recommendations for a 3-5 years IT Investment Plan  

 

Partner presently do not have a separate Investment Plan for IT infrastructure and application development. Based on a on-site data collected and designated consultant’s assessment, the output from Action three should be to write recommendations and main phases to develop a 3-5 years IT Investment Plan 

 

 

 

Deliverables:

 

 

  • Written recommendations for a 3-5 years IT Investment Plan and specific recommendations for 2020.  

 

 

METHODOLOGY


 

Methodology to be determined based on the Solidarity Banker’s recommendation and final decision of designated Partner’s staff.

 

  • Designated Partner’s staff will work with the consultant to foster the process. The consultant will consult methodology, work plan, and all relevant documents developed in the project, with designated staff.
  • Regular and as needed project management meetings with the designated Consultant and Partner staff will be held.
  • A branch visit and meetings with one or more clients will be scheduled in order to better understand Partner’s business and mission.


CALENDAR AND LOGISTICS


 

  • SELECTION PROCESS (Jan – Feb 2020)

 

-          Publication of the mission’s ToRs  on CA solidaires website.

 

-          Selection of the Solidarity Banker. As part of the selection process, the candidates will be interviewed by Grameen Credit Agricole Foundation’s staff and will present their understanding of the ToRs and feasibility.

 

 

 

  • MISSION PREPARATION (Feb - Mid March 2020)

 

-          Expertise sponsorship agreement signed.

 

-          Preparation of documentation before the on-site visit (5 days)

 

 

 

  • FIELD MISSION AND FINAL DELIVARABLES (Mid-March – Mid-May 2020)

 

-          Field mission by the selected expert (10 working days).

 

-          Final deliverables to Partner MCF, following the on-site visit (5 working days to spread over 3 weeks following the on-site visit).

 

 

 

LOGISTICS, EXPENSES COVERAGE AND INSURANCE

 

  • Plane tickets and insurance: Credit Agricole
  • Accommodation, food allowance and domestic transport: Partner
  • Pre-mission training and mission coordination: Grameen Credit Agricole Foundation
 
 
LOCATION

 

 

  • The on-site visit will take place in Tuzla and Gradačac, Bosnia and Herzegovina.


PROFIL OF THE EXPERT


The Solidarity Banker should have a combination of the following skills and competencies:

 

  • Solid experience in IT system assessments, particularly in financial institutions;
  • Significant experience in developing strategic planning in IT systems;
  • Proven experience in developing and designing complex IT systems;
  • Proven experience of the development and support of large corporate systems
  • Proven experience in VMware environment, SAN, storage, converged and hyper converged environment, Windows Active directory environment;
  • Experience in developing and designing corporate applications;
  • Fluency in English is mandatory.


CONTACT


 

For information on the Solidarity Banker programme:

 

Carolina HERRERA, Head of Communication and Partnerships

 

carolina.herrera@credit-agricole-sa.fr

 

 

 

For information on this mission:

 

Caroline BRANDT, Senior Investment Manager

 

caroline.brandt@credit-agricole-sa.fr


 

 

Contact details in the non-profit organisation

Project location

Details of commitment level

L'expert informatique consacrera 20 jours ouvrables au projet. Préparation : 5 jours ouvrables pour préparer le projet (répartis sur le mois précédant la mission sur le terrain). Visite sur le terrain : 10 jours de visite sur le site de Partner MCF. Après la visite : 5 jours ouvrables pour finaliser les livrables au bureau de l'expert, à répartir sur les 3 semaines suivant la mission sur le terrain.