Transcript Safal Solutions Pvt Ltd

Safal Solutions Pvt Ltd.
Subodh Gupta
Systems Automation in Finance and Livelihood
Outline
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Mission
Objectives
Strategy
IT solutions
Human resources
Institutional tie-up
Saral Support Services
Process we follow
Present clients
Systems Automation in Finance and Livelihood
Mission
To provide system solutions for small
enterprises and institutions, including
ones working for rural people, enabling
them to work on livelihood
enhancement programs effectively.
Systems Automation in Finance and Livelihood
Objectives
 To develop component level software engines to
build customized applications that can also be
loaded on small devices.
 To develop information & communication
technology (ICT) strategy for small enterprises
and institutions and integrating the same in their
present and future operations.
 Develop system infrastructure such as SafalFin, a
software product for micro finance, SafalJeevika
for livelihood management information system
and SafalNet for human resource management
and tools of decision support system
Systems Automation in Finance and Livelihood
Strategy
 Collaborate with agencies strong in domain, for
joint application development.
 Application development on low cost handheld
devices such as Palm, Simputer, iStation, Thin
device.
 Pilot projects on various technologies such as
handheld devices and cell phone
 Institutional tie up for outreach and marketing
Systems Automation in Finance and Livelihood
IT Solutions
 SafalFin, - Accounts; SHG Internal finance, credit,
deposit and insurnace for MFI
 SafalPACS – Share, Credit, deposit, Investment, trading
of a rural cooperatives
 SafalJeevika – Agriculture production, Dairy, Tasar,
micro enterprises.
 SafalNet – Modules for management for an institution –
planning, budgeting, analysis, integration, HR –
Recruitment, Leave, Salary, Apprentices, separation, staff
reflection & feedback system
 SafalNet Health – MIS for rural reproductive and general
morbidity management
 SafalMAP – Powerful presentation tool using Map, query,
statistics.
 SafalTEMSSystems
– Safal
Terminal
Automation
in Finance Enabling
and Livelihood Multiple Services:
Terminal and Server modules
SafalFin 1.0
 Accounting of an Institution (NGOs)
 Books of accounting
 Voucher entry
 Monthly cash flow
Systems Automation in Finance and Livelihood
SafalFin 2.0
 SHG internal lending and Bank linkage it
tracks loan outstanding and over due of
members.
 Digitized Demand information sheet: it
generates demand for compulsory saving
and repayment for loan. Such a sheet is
used to collect saving and repayment.
 Financial Ratios – It generates financial
ratios such as repayment percentage,
financial viability and acid test ratio.
Systems Automation in Finance and Livelihood
SafalFin 3.0
 It has micro-finance modules for loan, deposit
and insurance (under development).
 Accounting module to keep all the books of
accounts and to produce accounting reports.
Automatic accounts entry from MIS.
 Scalable by using SafalNet to consolidate branch
data and present the data for analysis using
SafalMAP.
Systems Automation in Finance and Livelihood
SafalPACS
(for Cooperative/Federations)
 Members and share module
 Deposit and credit modules that help in tracking
loan and deposit
 Stock management module for trading business
of PACS
 Daily accounts using banking norms
 Borrowings, Investments
 Monthly reports for head office and branch
monitoring
Systems Automation in Finance and Livelihood
SafalJeevika
 Provides MIS solutions for livelihood programs
such as crop production, dairy, silkworm rearing
and watershed programs. It has following
modules – Input supply, creates sub depots for keeping the input
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for distribution to beneficiary.
Collection of produces, creation of pick up schedule.
Sub ledger accounts of beneficiary.
Commission computation for Service providers(SP).
Performance indicators for the SP.
Monthly operational plan and progress
 Consolidation of various branches using
SafalNet.
Systems Automation in Finance and Livelihood
SafalNet
 Head office consolidation of branch
achievements.
 Define input and output parameters using
logframe technique at branches or units for
capturing the achievement.
 Map the input and output parameters with
reporting parameters suggested by HO.
 Planning and budgeting
 HR modules – recruitment, Apprentices, Salary
and leaves
 System of Individual Reflection and feedback
 Decision making tools – grouping, overlapping,
minimum, maximum,
range etc
Systems Automation inwithin
Finance and Livelihood
SafalNet Health
 Health infrastructure in District
 ANC and PNC data on regular basis
 Consolidation of data at Taluka level
 Monitoring of health indicators especially
IMR and MMR from any where
 MIS for health awareness building
program
 Impact analysis
Systems Automation in Finance and Livelihood
SafalMAP
 Presentation tools that can be combined
with any Safal IT solutions and Power
point of Microsoft.
 It has inbuilt analysis tools for average,
median and standard deviation, max, min
or range.
 Import data from excel sheet (Optional).
 Export report to excel sheet( Optional).
Systems Automation in Finance and Livelihood
SafalTEMS
 Terminal enabling multiple services
– Accounts for the operator
– Customer registration
– Register buyers
– Content management module
– Add content to the Server
– Local database development
– SafalJeevika, SafalFin and SafalMap
Systems Automation in Finance and Livelihood
Process we follow
 Client states problems/ requirement
 1-2 days discussion with key people and visit to
see the operation and then restate the requirement
in specific term and sign MOU for work
 System study/analysis to define formats for
report, data entry, business rules, data flow
architecture; finalize the same after discussion
 Pick up components based on requirement and
package them into broad set (IT product),
identify the new modules and change in the
existing module
Systems Automation in Finance and Livelihood
 Statement, database table, user interface
screens, validations, reports, flow chart for
each module
 Coding, testing, integrating
 Alpha testing at Hyd
 Beta testing in the client place and data
 Uploading of opening balance and required
past data
 Training, user manual
 Support for a year
Systems Automation in Finance and Livelihood
Institutional tie ups
Company has three institutional tie ups with far
reaching implications –
- BASIX – Chief IT consultant; Collaboration for
SafalFin and SafalPACS
- Saral Services – For setting up Saral Support
Services to support clients of Safal Solutions;
- Symphony Technology – Training of technical
staff and supporting eastern operation from
Jamshedpur
Systems Automation in Finance and Livelihood
Pilot and
research projects
Company initiated pilot and research projects
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- Transaction capturing using handheld –
Simputers, Analogic systems, Palm
- IVR for communication
- Communication systems
Systems Automation in Finance and Livelihood
Human Resource
 25 Full time Professionals
– 15 MCA/Btech developers
– 5 testing/ Field service team
– 4 Integrators
– 1 Accountant and Administrator
 4 senior consultants experienced in
– Information and communication technology.
– Micro finance sector with more than 15 years of
banking experience.
Systems Automation in Finance and Livelihood
Present clients
 Safal Solutions, registered in 2002, has the
following renowned institutions as its valuable
clients:
– 60 NGOs promoted credit cooperatives (MACS,
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Section 25 Company)
District Cooperative Central Bank, Bidar.
Professional Assistant for Development Action
(PRADAN), New Delhi. (55 locations)
BASIX, Hyderabad.
PRAWARDA, NGO, Bidar. (3 locations)
Sabala, Bijapur, KAWARD and Ibtada (15 locations)
GRAM, Nizamabad
Deepak Charitable Trust, Baroda and YFA
Systems Automation in Finance and Livelihood
Board
 Subodh Gupta, Chairman and Managing
Director, Safal Solutions, Secunderabad.
 Dr. P. J. Narayanan, Professor,
International Institute of Information
Technology, Hyderabad.
 K. V. Harsha, CTO, Prodigy Lab,
Bangalore.
Systems Automation in Finance and Livelihood
Subodh Gupta
Subodh graduated from Indian Institute of Technology,
Kharagpur in Computer Science & Engineering and worked in
Research and Development department of ORG Systems,
Baroda for developing system software for two
years. Subsequently, Subodh developed planning and
monitoring application software for Integrated Rural
Development Program (IRDP) for Government of India in
1986. Thereafter, he lead a team of professionals for livelihood
development programs in Rajasthan and Jharkhand of a not for
profit organization, Professional Assistance for Development
Action (PRADAN) for 14 years. In 1999, Subodh went to US on
Hubert Humphrey Fellowship for a year. In US, he studied Micro
enterprises, Development and Finance at Cornell
University. After returning from US, he worked as independent
consultant for developing Information and Communication
Technology (ICT) applications in the field of Micro finance for
Bhartiya Samruddhi Finance Ltd., (BASIX) and KBS Local Area
Bank. In Dec. 2002 , Safal Solutions was launched.
Systems Automation in Finance and Livelihood
Dr. P. J. Narayana
Dr. Narayanan graduated from Indian Institute of Technology,
Kharagpur in Computer Science & Engineering in 1984 and obtained
his Ph. D in Computer Science from University of Maryland, USA in
1992. He was also research faculty member for 4 years at the
Robotics Institute, Carnegie Mellon University, Pittsburgh, USA. Dr.
Narayanan has worked for software company, CMC and Center for
Artificial Intelligence & Robotics, DRDO at Bangalore. Currently, Dr.
Narayanan is Associate Professor in International Institute for
Information Technology, Hyderabad. Dr. Narayanan has presented
several papers in national and international conferences and has
several publications to his credit. He received the Yokogawa reward
for the best application paper in the area of Intelligent Systems.
Systems Automation in Finance and Livelihood
K. V. Harsha
Harsha graduated in Electronics and Communication Engineering in
1994. He has worked as Design Engineer in System Controls;
designed PC-Add on cards and developed software for the
cards. He worked in Parekh Micro-Electronics as Design Engineer
responsible for development of various embedded consumer
appliances. He also worked as Application Engineer at Excel point
Systems (I) Pvt. Ltd and was responsible for rendering nationwide
design support for all micro controller based on Microchip, Temic
and Samsung. Thereafter, he worked as Software Engineer and as
General Manager (R&D) in IPCell Technology (I) Pvt. Ltd where he
was responsible for managing the development of iStation, a low
cost handheld device for sending email without PC. Currently,
Harsha is managing the technology division of Prodigy labs Pvt. Ltd.
based at Bangalore, as Chief Technology Officer.
Systems Automation in Finance and Livelihood
System architecture
Branch OMIS
Handheld
Teller
Information KioskSystems Automation in Finance and Livelihood
Branch
Manager
Kiosk application: Model II
Balance sheet
P&L
Trail Balance
Ledger
Vouchers
Down load data
When needed
On dial up line
Branch
OMIS
Systems Automation in Finance and Livelihood
Information Kiosk
Handheld Device Model II
Daily transaction
For remittance
Authorization
Code
Defines Limits
Branch
OMIS
Smart Card of
the borrower
Credit limit
Credit limit balance
Systems Automation in Finance and Livelihood
Benefit package
 Executives (IT Solutions)
– Trainee/Probation Rs. 5000 – Rs. 8000
– Review once in three months (optional)
 Sr. Executive
– BASIC - Rs. 6000- Rs. 8000, HRA – 20%, Medical –
250, Incentive – 25% (Rs. 8,000- 15,000)
 Solutions Leader
– CTC – 2 – 2.5 lac
 Solutions Manager/ IT Head
– CTC – 3-4 lac
Systems Automation in Finance and Livelihood
Thank You
Contact us
www.safalsolutions.com
Systems Automation in Finance and Livelihood