ESD Programme Solution

Summary Flow

1 New Applications
See New Applications Flow below.

2 Loan Administration
See Loan Administration Flow below.

3 Debt Management
See Debt Management Flow below.

4 Continuous Reporting
Project team and support incident tracking with continuous reporting across all areas. Managers produce continuous reports for periodic and on-demand feedback to the CLIENT. MYCITO can design and develop any report to align with unique CLIENT requirements.

5 Business Portal
Support manager creates portal entries for;

online access for support material, polls, events, news and links to various sources
periodic news broadcasting and email communication
complaint / issue resolution and tracking

See Business Portal below.

Application Flow

1 Entry Points
MYCITO supports various entry points for applicants;

Direct URLs from physical or digital ADs.
Email invitations from pre-loaded datasets provided.

2 Invitation Email

3 Online Registrations
Applicants can complete online registration forms for preliminary approval. They are auto loaded as;

CRM records for future communication regarding other products / services they may have interest in.

4 Approval Emails

5 Gate A
Application managers pre-approve applicants by;

Deleting incomplete and double-entries.
Filtering entries based on client criteria.
all entries are retained for re-filtering should client criteria change.

6 Request Emails

7 Application Forms
Pre-approved applicants are notified via email to complete application forms.

8 Gate B
Applicants managers approve applicants by;

Deleting incomplete and double-entries.
Filtering entries based on client criteria.
all entries are retained for re-filtering should client criteria change.

9 Document Submissions
Approved applicants are notified via email to submit required documents. Documents are uploaded directly from a single button inside the email into MYCITO file cabinets for verification.

10 Package Emails

11 Control Lookup
Financial analysts processes various Governing Body Control DATABASE lookup and MYCITO data entries are corrected and verified.

CIPC Lookups
Credit Bureau Lookups
Other Lookups

12 Financial Calculators
Financial analysts capture various financial values for risk assessment.

13 Offering Qualification
Financial analysts journal;

fund qualifiers with motivation
potential qualifiers and required interventions
non-qualifiers with reasons

14 Client Processes
CLIENT processes qualifying candidates for final YES / NO. YES / NOs are fed back into MYCITO for communication to applicants.

15 Exit Ponts
MYCITO support various exit points ;

post project
post funding
post training
post mentorship

16 Interest Tracking
Sales manager logs product & services interest. MYCITO also tracks sales period performance against targets based quotes converted into actual invoices.

track sales opportunities
sales activity tracking & journaling

17 New Entry
The lifecycle starts again with a new / other product / service offering, maybe even a referral from a successful SME.

Loan Flow

1 Loan Models

2 Generate Loan
Fund manager create debtors;

fund value amortization
payment tracking & reporting
statement & payment notifications
subsets from bank files are imported

3 Generate Project

4 Project Templates
Project managers create recipe driven projects, projects are beneficiary unique;

Milestone, deliverable and task tracking.
Budget, team, time and expense reporting.

5 Review Authorise

6 Disbursement

7 Loan Reports

Debt Flow

1 Interest Variations

2 Daily Calculations

3 Daily Reports

4 Statement Run

5 Email Statements

6 SMS Reminders

7 Bank Recon

8 Transaction Allocation

9 Debt Reports

Business Portal

1 My Companies

2 CIPC Lookup

3 Financial Years

4 Loans

5 Statements

6 Transactions

7 Score Cards

8 Business Access

Market Opportunities
Training
Tools
Coaching
Technical Experts
Loans
Other

9 Support Queries

10 Business Opportunities

11 Business Coaching
Mentorship manager creates coaching initiatives for;

coaching programs
contract time tracking and feedback evaluations
GAP analysis
knowledge bank development

12 Business Training
Training manager creates training intervention classes. MYCITO contains all SAQA UNIT STANDARDS, PROGRAMMES & QUALIFICATIONS for SETA, DHET and CHE ALIGNMENT.

pre-training material access
physical training and contact time tracking
digital training (eLearning)
PoE submissions, marking, feedback reporting and appeal
evaluations and certification of individuals and/or companies

13 Business Tools

How To Start

Complete Signup
Activation Process
Gain Access

How To Weekly

Project Scope
Development
Technical Writing
Quality Assurance Testing
Knowledge Transfer (User Testing)
User Support

How To Plan for Month 1

Applications
Loan Model and Disbursement
Statements and Reminders
Portal 1.0

How To Plan for Month 2

Financial and Risk Calculators
Loan Projects
Bank Recon
Portal 1.2

How To Plan for Month 3

Credit Bureau Lookups
Loan Templates
Transaction Rules
Portal 1.3

How To Plan for Month 4

Funding Qualification
Loan Reports
Debt Calculations and Reports
Portal 1.4

How To Plan for Month 5

Client Unique Processes
Improved Reviews
Interest Variations
Portal 1.5

How To Plan for Month 6

Interest and New Entry Points
Improved Authorizations
Daily Reports (Intelligence)
Portal 1.6

How To Future

ECO System and Instances
Self Procurement (Assess, Train, Coach, Tools and other)
My Business
My Sales
My Projects
My Finance