Page Comparison

Concept

During a workshop with ILO and openIMIS coordination desk in June 2024, it was agreed that several partners and stakeholders from openIMIS would undertake a study tour to a partner country with an existing openIMIS implementation. The visit would allow to observe openIMIS implementations closely and provide an opportunity to exchange with partners (scheme operators) who are using, managing, and benefitting from this Digital Public Good (DPG) .

Additionally, after the study tour, a requirement workshop will be organized. During this workshop, the requirements for the formal sector will be defined, and an expert in this area will guide participants through the process. For this workshop, various resources can be utilized, such as:

https://www.path.org/our-impact/resources/collaborative-requirements-development-methodology-participant-tools/

Nepal could be selected as the location for the study tour due to its extensive implementation of openIMIS, including multiple applications across different social protection schemes in partnership with multilateral organizations like the ILO.

Potential Participants

Country

Organization

# of participants

Zambia

NHIMA

5

Senegal

Ethiopia

EHIA

Bangladesh (TBC)

Tajikistan (TBC)

..

Facilitating organizations

• GIZ: openIMIS Initiative

• ILO

• Expertise France

Schedule

Date & Time

Agenda

Notes

19/01/2025

Arrival in Kathmandu

19/01/2025

Arrival to Kathmandu

Study Tour

20/01/2025

Study Tour Day 1

21/01/2025

Study Tour Day 2

22/01/2025 09:00-12:00

Study Tour Final day / Wrap-up

Requirements Workshop

22/01/2025 14:00-17:00

Workshop Day 1

23/01/2025

Workshop Day 2

24/01/2025

Workshop Day 3

25/01/2025

Return from Kathmandu

There is a growing demand among Social Protection organizations looking into implementing openIMIS for a variety of social protection programmes to observe and understand real-world experiences and processes of implementations. Exposure to implementations would help organizations draw parallels to their organizational and implementations specific situations and therefore help in the customization, configuration, and deployment of openIMIS for their needs.

Many of the implementations currently in the planning phase for openIMIS deployment are looking at use-cases in formal sector settings. While openIMIS does currently offer basic functionality in the formal sector with regards to beneficiary and employer management, a majority of country requirements still need to be customized within each implementation. While understanding that each implementation is unique and requires a certain degree of customization, the openIMIS community feels that there are common business processes that can be identified and elaborated on. To converge on common business processes, it is necessary to exchange among various scheme operators, in a workshop setting, to understand each other’s business processes and agree on commonalities as well as differences - to ultimately act as guidance for future openIMIS developments in the formal sector.

As there is an intersection of countries/scheme operators looking for exposure to openIMIS implementations and for defining common business requirements, there is technical and economic value in combining these two activities in one physical gathering. A week-long event in Kathmandu, Nepal from 20-24 January 2025 is therefore planned to have 2.5 days of observational visits to understand openIMIS implementation and another 2.5 days of a workshop to agree on a common set of business process requirements related to the formal sector.

Participants

Facilitating organizations

• GIZ: openIMIS Initiative

• ILO HQ, Nepal, Zambia, Ethiopia

• Expertise France

1. Study Tour (20/01/2025 - 22/01/2025)

• Visits to the HIB and SSF offices for setting the scene/welcome remarks

• Visit to observe enrolment at household/community level

• Visit to health facilities to understand the insurance workflows and scope of openIMIS use

  • Identification of beneficiaries

  • Service provision

  • Claim creation/submission

• Return to HIB/SSF to observe Claims review and final interactions

• (optional/on-demand) interaction with other stakeholders

Follow up requirements

• Finalize dates with hosts

• Contract local event management team

  • Live translation to French (from Nepali and English)

Next Steps

•  Agree on tentative dates with GIZ Nepal/HIB/SSF | Saurav Bhattarai | due 31 Oct 2024
•  Draft ToR for Event Management team| JN | due 31 Oct 2024
•  Event Mgmt team in place| JN | due 15 Nov 2024

References

Documentation of previous study tours organized in Nepal on openIMIS:

Funder Group Field Trip

2019-09 openIMIS study tour in Nepal

Schedule Study Tour

A continuation of the agenda can be found below

2. Requirements gathering workshop

The requirements' gathering workshop is

Demand:

geared towards identifying common business process requirements for formal sector functionalities, particular around employer management, and the management of employer/employee data.

The Collaborative Requirements Development Methodology: https://www.path.org/our-impact/resources/collaborative-requirements-development-methodology-participant-tools/ could be used as the methodological approach for the workshop. The methodology has been used by the Joint Learning Network(JLN) for Health Financing to define common business processes in health insurance (not including formal sector), and is a guidance that the openIMIS community has been using regularly. The existing JLN resources that were a result of the methodology are linked below.

Resource requirements

1. Workshop facilitator

2. Technical expert on formal sector business processes

3. Workshop venue (main room + breakout rooms)

Schedule Requirements Workshop (@Vivanta Hotel):

References

JLN Process Framework JLN Core Processes

JLN Group - Beneficiary Management

https://openimis.atlassian.net/wiki/spaces/OP/pages/807600219/Background+-+Joint+Learning+Network+for+UHC#2019-Update