This page outlines the (draft) objectives and sessions of the training to be provided. As its compiled this page will link to the actual session materials and recordings as relevant.
Primary Objectives for Audience:
Stakeholders Audience
Provide an overview of PAY-BB's and Mifos Payment Hub capabilities.
Highlight how PAY-BB can address their business needs.
Emphasize the high-level benefits and use cases and where Payment Hub meets these.
Implementor’s Audience
What is Pay-BB and Payment HUB
What is the role of Payment HUB in the Payment BB and the use cases it is handling
Provide detailed instructions for setup, installation, maintenance, updates, and configuration of Payment Hub.
Focus on technical aspects and best practices for implementation.
How to configure the Payment Hub
How to monitor and Maintain the Payment Hub
Training Agenda
Stakeholders Audience:
Format:
Instructor/ Trainer led with supplementary material
Remote/ In- Person / Pre-recorded
4 Broad Topics - Could be further broken into multiple sessions or single consolidated Training
Expected Overall Outcome:
At the end of the training the participants would be able to:
Understand the business and strategic implications of implementing the system
Understand the basic requirements for implementations
Understand the basic business use cases and logics that can be handled by the system
Ask pertinent questions requisite to the progress of implementation
Session 1: Introduction to the Landscape & the Solution
Topic1: Introduction to the Business Environment [30 - 40 mins]
Brief overview of the Present Global Market and modern payments use cases [10 mins]
Basic/ Simple stats of similar jurisdictions
Evolving payments use cases and their challenges
Need for interconnected & interoperable systems
Q/A - Discussion: Situation of the local scene [10 mins]
Brief overview of the required technological systems [10 mins]
Expected/ Required Capabilities of the systems - use cases
Their governance requirements
Their implementation requirements
Expected Impacts
Q/A - Discussion: Open Ended - identification of relevant stakeholders [10 mins]
Outcomes of the topic:
Understanding of the market gaps and comparative standing
An idea of pre-requisites/ roadmap to initiate implementation
Topic2: Introduction to the Pay-BB
General overview of the PAY-BB System
What use cases it can handle
Currently
(Optional) In future
What is the Designed Solution
Very High - level business Layers/ Business Modules/ domains
Introduction to the System’s Major Components
What are they - (Payment HUB, Voucher Management etc.)
Their Roles in the system - (Payment facilitator, switch, alias directory etc.)
Their relation to each other - (Customer Facing, notifier, internal component etc.)
Broad Roadmap for system implementation
Prerequisites for implementation
Required stakeholders within the jurisdictions
Milestones of implementation Progress
Outcomes of the topic:
Broad understanding of the Proposed System and its architecture
Functionalities of the Capabilities of the PAY-BB and the use cases it can handle
Session 2: Introduction to Payments Hub and Monitoring for Strategizing
Topic3: Introduction to Mifos components and what they offer
Capabilities of the Payments Hub
Real World Scenarios where Payment Hub can be applied (G2P- P2G use cases)
Scope of Payments Hub Capabilities
General Key Functionalities of the Payments HUB
Overview of its key functions (switching, logic building, coordination)
Examples/ Demo of how Payment Hub addresses specific business challenges
(Optional) Specific Functions of Payment HUB wrt each use -case for eg:
G2P - Bulk Payment -> bulking/ debulking etc
G2P - Pay by Voucher -> Voucher Redemption call
P2G - Bill Inquiry
Outcomes of the topic
Understanding of the importance of Payments Hub in the bigger architecture
Understanding of the Adaptability of Payments HUB and hence PAY-BB wrt various use cases
Topic4: System Monitoring Metrics (Optional)
Tools/ dashboards available to monitor system’s:
Outcomes
Performance
Reports generation and export mechanism
Tools used for report generation (eg: Kibana)
Steps to create a report
Available reports (already present in system)
(if applicable) steps to create a new report
(Optional)Highlighting of Suggested Key Decision Metrics to
Assist with scalability decisions
Investigate ROI/ Business Models
Gauging progress milestones
Outcome of the topic
Understanding of how to monitor project’s progress
Understanding of how to use system for larger business/ strategic decisions
Implementor’s Audience:
Format:
Instructor/ Trainer led with supplementary material
Remote/ In- Person / Pre-recorded
5 Broad Topics - Could be further broken into multiple sessions or single consolidated Training
Expected Overall Outcome:
At the end of the training the participants would be able to:
Understand the Use-cases and purpose of the system
Understand the architecture of the system
Understand the requirements for configuring and deploying the system
Understand the post implementation processes and maintenance requirements
Understand how to monitor and audit the system
Session 1: Introduction to the Landscape & the Solution
Topic1: Introduction to PAY-BB and Mifos Payment HUB
What is PAY-BB
What are its major functionalities
Which use-cases it would be handling
What are its main components - and its architecture
Which components are within scope and out of scope
What is Payment Hub
What is the role of Payment Hub in the system
What are its main functionalities and features
Overview of the payment HUB Modules
High level Architecture of Payment Hub
Specific Functions of Payment HUB wrt each use case for eg:
G2P - Bulk Payment -> bulking/ debulking etc
G2P - Pay by Voucher -> Voucher Redemption call
P2G - Bill Inquiry
Outcome of the topic
Basic understanding of the purpose of the system and its use cases
Basic understanding of the architecture
Basic understanding of the scope of the project
Topic2: Exploring Payments Hub
Detailed Architecture of Payments Hub
Introduction to available modules, services, api’s
Introduction to communication protocols
Introduction to the programming languages
Introduction to user interface and navigation
How stakeholders can interact with Payment Hub
Controls and capabilities available to the Stakeholders
administration guidelines including user management, permissions, and access control
Implementation Guidelines
Prerequisites and Assumptions for implementations
Hardware and Software requirements
Configurable parameters and non configurable parameters of Payments Hub based on Customized Requirements
Outcome of the topic
Understanding of the Payments Hub interfaces
Understanding of the Payment’s Hub makeup
Introduction to using the Payments Hub
Session 2: Payment Hub Implementation
Topic3: Implementation of Payments Hub
Installation and Setup
Setup of the pertinent environments
Security considerations and best practices
Step-by-step deployment procedures
Testing Scenarios and quality assurance practices
Integration Testing/ UAT
Testing scenarios
(Optional) Bugs/ Issues Reporting and Fixes
Integrations with external Components
Possible wrappers and Gateways
Updates/ Configurations required
Outcome of the topic
Step by step guidelines on implementation of the Payments hub
Session 3:Maintenance and Monitoring
Topic4: Maintenance and Updates
Warranty Process
Warranty details and SLA (if applicable)
Procedures for applying updates and patches
How to raise a change request
Backup and disaster recovery procedures
Rollback strategies and troubleshooting.
Outcome of the topic
Understanding of Post implementation processes and procedure
Managing warranty, change requests and expected updates
Topic5: Monitoring and Reporting Methods
Tools/ dashboards available to track system’s:
Outcomes
Performance
System Monitoring Process
Audit Logging
Transaction Logging
Alarms/ events
Report generation capabilities
Reports available off the shelf
(Optional)Report creation metrics
Outcome of the topic
Understanding of how to monitor the system and generate reports
Understanding of processes for creation of custom reports (conditional)