Wigan Metropolitan Borough Council

Outcome of Expression of Interest: Not shortlisted

Applicant details

Project title: Finanial assessments process automation

Current stage: Discovery

Partners involved: Filter on 'health and social care record' theme to see potential partners

Discovery summary

Council review clients on Financial Assessment to ensure that the correct level of benefit is applied and uplifted in accordance with the care they receive to create accurate bills.

Financial Assessment Officers use Mosaic to input assessments. Mosaic has developed a Financial Assessment Batch Update Module to uplifted DWP benefit entitlements and re-calculated the Financial Assessment. This functionality will only works if a client is on a DWP benefit, and no local policies have been applied to the assessment. The Financial Assessment Batch Update Module will not uplift if the client is not receiving benefits.

This results in a manual task to review all cases.

We want to:

Identify all clients that have local policy applied to their assessment
Identify all clients that are not on benefits
Produce an online form that will be populated in Mosaic through the use of Robot technologies processing and creating appropriate work-steps
Robot technologies to process Financial Assessments that would be exclude from the Financial Assessment Batch Update Module and for recalculation processing to be undertaken by the Robot technologies
A user journey map to be produced
Reports to highlight successions

Training requests

Introduction to service design
Introduction to product management

Other training requests

We presume that to deliver the Discovery phase we will require the following skills: • Business Analysis • Service Design • Project Delivery We have some internal resources for the project, but we would benefit from the following training from MHCLG: • Product design • Service design