Study Tour & Formal Sector Requirements Workshop Nepal

Concept

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

• Expertise France

Schedule

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

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

Requirements gathering workshop

The requirements' gathering workshop is 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)

Next Steps

• …

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