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.
Kathmandu, Nepal
20-24 January, 2025
Participants
Country | Organization | # of participants | # of participants |
|---|---|---|---|
Zambia | NHIMA | ||
Senegal | |||
Ethiopia | EHIA |
Facilitating organizations
GIZ: openIMIS Initiative
ILO HQ, Nepal, Zambia, Ethiopia
Expertise France
Schedule
Date & Time | Agenda | Notes |
|---|---|---|
19/01/2025 | Arrival to Kathmandu | |
Study Tour | ||
20/01/2025 | Study Tour Day 1
| |
21/01/2025 | Study Tour Day 2 (Field Day)
Split Groups
| |
22/01/2025 09:00-12:00 | Study Tour Final day / Wrap-up
| |
Requirements Workshop | ||
22/01/2025 14:00-17:00 | ||
23/01/2025 | Workshop Day 2 | |
24/01/2025 | Workshop Day 3 | |
25/01/2025 | Return from Kathmandu | |
Study Tour (20/01/2025 - 22/01/2025)
Limited to sites within the Kathmandu Valley
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
- Draft ToR for Event Management team| JN | due
References
Documentation of previous study tours organized in Nepal on openIMIS:
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
Workshop facilitator
Technical expert on formal sector business processes
Workshop venue (main room + breakout rooms)
Schedule Requirements Workshop:
Time | Description | Responsible | Method |
Day 1 (22.01.2025) |
|
|
|
14:00-14:15 | Welcome and look through the agenda | Facilitation Team |
|
14:15-15:00 | Questions from study tour, clarifications | Everyone | Open discussion |
15:00-16:30 | Presentation from each country on implementation | Country Teams | Each implementation (ZA, ET, SE) presents
Q&A with all participants to clear understanding |
16:30-17:00 | Input 1 from Mathilde Mailfert (ILO) |
|
|
17:00-17:15 | Overview of next day, any trailing thoughts | Facilitation Team |
|
Day 2 (23.01.2025) |
|
|
|
9:00-9:15 | Quick Recap | Facilitation Team |
|
9:15-10:00 | Review of business processes presented
Agree on business processes to be tackled in WShp | Everyone |
|
14:00-14:45
(20 + 10) | Presentation of some standard business processes from ISSA | Facilitation Team |
|
10:00-10:30 | Coffee Break |
|
|
10:30-12:00 | Define process + functional requirements | Country Teams | Each group (country) looks at one business process and draws the flow charts and writes ‘must have’ and ‘nice to have’ functional requirements |
12:00:12:15 | Presenting groupwork | Country Teams |
|
12:15-13:15 | Lunch |
|
|
13:15-14:30 | Group exchange | Country Teams |
|
14:30-14:45 | Coffee Break |
|
|
14:45-16:00 | Review each process, make final additions based on ISSA presentation | Everyone |
|
16:00-16:45 | openIMIS Formal Sector presentation & discussion | Dr. Dragos Dobre |
|
16:45-17:00 | Wrap-up and Overview of next Day |
Day 3 (24.01.2025) |
|
|
|
9:00-9:15 | Quick Recap | Facilitation Team |
|
9:15-9:30 | Final look at business processes | Everyone |
|
9:30-10:30 | Each country: present their project implementation plans, incl. timelines | Country Teams |
|
10:30-11:15 | Presentation of the openIMIS initiative, community, global plans | openIMIS Community |
|
11:15-12:15 | Input 2 from Mathilde Mailfert (ILO) | Mathilde Mailfert |
|
12:15-12:45 | Input from Dr. Dragos Dobre – quick Gap presentation | Dr. Dragos Dobre |
|
12:45 - tbd | Closing & Lunch | Everyone |
|
References
JLN Process Framework JLN Core Processes