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Designing a Model of a Digital Ecosystem for Healthcare and Wellness Using


the Business Model Canvas

Article in Journal of Medical Systems · April 2016


DOI: 10.1007/s10916-016-0488-3

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Journal of Medical Services manuscript No.
(will be inserted by the editor)

Designing a Model of a Digital Ecosystem for Healthcare and


Wellness Using the Business Model Canvas.
Cosio León Marı́a · Nieto-Hipolito Juan Ivan · Garibaldi-Beltrán
Julián · Amaya-Parra Guillermo · Luque-Morales Priscy.

Received: date / Accepted: date

Abstract Wellness is a term often used to talk about Keywords Digital Ecosystem · Healthcare · Wellness ·
optimal health as “dynamic balance of physical, emo- Business Canvas Model · Legal e-Health requirements
tional, social, spiritual, and intellectual health.” While
healthcare is a term about care offer to patients for im-
proving their health. We use both terms as well as the 1 Introduction
Business Model Canvas (BMC) methodology to design
The term digital ecosystem integrates and uses the con-
a digital ecosystem model for healthcare and wellness
cepts from natural domain; evolving to the sectors spe-
called DE4HW; the model considers economic, techno-
cific ecosystem integrated by digital infrastructures, ai-
logical and legal asymmetries, which are present on e-
med at creating a digital environment for network ser-
services beyond of geographical regions. BMC method-
vices and organizations with common resources or ex-
ology was embedded into the global project strategy
pectations. Digital ecosystems build communities that
called: IBOT (Initiate, Build, Operate and Transfer);
dynamically share geographical regions, business, know-
it is a methodology to establish a fully functional, inte-
ledge, infrastructures, and human resources. These units
grated national telemedicine network and virtual edu-
are named digital business ecosystem [23, 32].
cation network; of which we took phases rationale. The
The model here described is a product of an ecosys-
results in this work illustrate the design of DE4HW
tem develop project, which is led by two private com-
model, into the first phase of IBOT, using the BMC,
panies, one from Mexico (Siteldi Solutions), and the
which enables to define actors, their interactions, rules
other one from Spain (IKUSI), as well as an academic
and protocols, in order to build the target model, while
institution, from Mexico, the Autonomous University
IBOT strategy manages the entire project goal through
of Baja California (UABC); all of them interested to
the time, up to the transfer phase, where an integral ser-
build a successful product for asymmetric scenarios on
vice platform of healthcare and wellness is turned over
economic, technological and legal areas; using a model
the stakeholders.
that defines a set of services, actors and interactions to
This article is part of the bilateral research project C0011- consolidate an integral service platform of healthcare
2013-CONACYT-CDTI-209240 supported by National Coun- and wellness.
cil for Science and Technology, CONACYT (Mexico)- Cen-
ter for Industrial Technological Development, CDTI (Spain).
Through the ESTS-ECDP consortium (Autonomous Univer-
sity of Baja California - Siteldi Solutions and IKUSI España)
1.1 Methods

Autonomous University of Baja California Three methodologies are used to develop DE4HW model;
Transpeninsular Road, Ensenada - Tijuana #3917, Playitas.
Ensenada, Baja California, Zip Code 22860.
one a global project strategy called IBOT (Initiate,
Tel.: +052-646-177-0707 ext 64343 Build, Operate and Transfer), it is a methodology to
E-mail: cosio.maria@uabc.edu.mx establish a fully functional, integrated national tele-
Siteldi Solutions medicine network and virtual education network; from
Canario Street #111, Colinas de Santa Barbara, Sta Brbara, it, we took phases rationale to manage the entire project;
28017 Colima, Colima. it was proposed by Latifi et al. Latifi et al. [14].
2 Cosio León Marı́a et al.

IBOT has proven its effectiveness on develop telemedi- fices, and, educational rooms with own produce train-
cine and telehealth projects, from developing [16], and ing and educational material.)
developed [12] countries; however, IBOT requires fur- • Operating phase, this part of the process focuses
ther analysis to improve its effectiveness [13], one of on creating telemedicine experts, ambassadors, and
its challenge is described in [14], a long-term follow- champions.
up study in order to ensure sustainability and conti- • Transfer phase, signifies the completion of teleme-
nuity to meet the project goals. With the purpose to dicine program that is now turned over to the local
ensure in DE4HW both characteristics from its early public institution, or the government.
design stages, we embedded the Business Model Canvas
(BMC) proposed by Osterwalder et al. Osterwalder et 1.1.3 The Rationale of Service by Layer Pattern
al. [24] into the IBOT, in intention to uncover legal and
economic interactions, among health ecosystem actors The concept Service Layer pattern introduces a logical
and their rationale; besides insigns for modeling and grouping of services, whereby the same group of services
assessment, speeding up the design of the business dig- share a common type of functionality, with the purpose
ital ecosystem model, DE4HW. The use of IBOT and to reduce redundancy, logic levels, and helping for an
BMC becomes to the model into a transitional model, easy evolution of the services [5].
which have room for change as IBOT phases and BMC
requirements exist. Finally, Service by layer Pattern [5],
a methodology for grouping services. 1.2 Research Question

The research question on this work is: Are technological


devices, healthcare guidelines, data mining from conti-
1.1.1 The Rationale on BMC
nuous monitoring, and social interactions the elements
in DE4HW model required to cover full support for el-
The Osterwalder BMC [24], is an iterative service de-
derly and healthy people trying to improve their quality
velopment process which describes the business funda-
of life? To answer appropriately the research question,
mental to create, develop and take a value. This work
we divided it into the following questions:
highlights three questions hidden in the business model
canvas: How, What and Who, also a block subset fo- 1. What is the importance of including wellness e-services
cused on their economic bases (see Fig. 1). focused on elderly healthy people?
2. Which are key factors for achieving success on pro-
• The How group members are: key partners, key ac-
viding healthcare and wellness e-services?
tivities and key resources.
3. Which are legal requirements on providing health-
• Value Proposition is the unique element in the What
care and wellness services in Mexico and Spain?
group.
4. Which are key partners to increase probability of
• The Who group members are: customer relation-
economic success on providing healthcare and well-
ship, channels and customer segment.
ness e-services in Mexico and Spain?
5. Which are the value propositions for DE4HW model?
1.1.2 The Rationale on IBOT method
Each questions will be answered by each correspond-
The IBOT model has been effective in creating sustain- ing section, and summarized in section 6, Conclusions
able telemedicine and e-health integrated programs in and future work.
asymmetric scenarios and may be a good model for es-
tablishing such programs in developing countries [15].
IBOT defines four phases to the concept and establish- 1.3 The Work Contributions
ment of the International Virtual e-Hospital (IVeH) as
Contributions of this work are threefold. First, the busi-
follows:
ness model of a digital ecosystem for healthcare (actors,
• The initial phase starts with an assessment of the interactions, resources, and requirements); secondly, the
utility of instituting a telemedicine program based definition of services and their interactions through BMC
on a survey. outputs; and lastly, a synthesis of challenges for digital
• Building phase, is based on the initial technical as- ecosystems on economic, technological and legal asym-
sessment and on the goals of the project (build the metric scenarios as a synthesis of the BMC results’ anal-
network; develop the main physical telemedicine cen- ysis, considering requirements on first phase of IBOT
ter with training areas, servers, administrative of- methodology.
Digital Ecosystem DE4HW 3

this work is to design a new business model to cope


with economic and legal asymmetric scenarios, having
the patient as the primary focus for services goal, as in
Henrik Baerbak et al. described [3]; that is why was se-
lected the BMC, while IBOT becomes to DE4HW into
a transitional model aware of IBOT phases feedback.

3 BMC criteria on Initiate IBOT Phase

The BMC analysis allows to define actors, software mod-


ules and hardware relationship, in the electronic ecosys-
tem model described in section 4, Service by Layer
Model; although, it is necessary to validate them, an
Fig. 1 BMC, blocks [24]
initial validation work was performed considering two
different perspectives (Developer and Stakeholder per-
spectives) to build the BMC.
2 Related Work

In intention to select a methodology to design health- 3.1 BMC from Developer to Stakeholder perspective
care ecosystem, an exploration process was executed;
resulting following works, Lee et al. [17] described a Findings by group are:
Regional Healthcare Ecosystem Analyst, it can accept • The How group:
user-inputted data to rapidly create a detailed Agent- ∗ Key partners: it is necessary to consider govern-
Based simulation Model of the healthcare ecosystem ment and private health institutions, they are
(i.e. all healthcare facilities, their adjoining community, an important source of information about the
and patient flow among the facilities) of any region to current state of the provision of telehealth ser-
better understand the spread and control of infectious vices, legal requirements, real scenarios to prove
diseases. The focus of this methodology is not in the models, and qualified personnel to design guide-
DE4HW model research goals, because it does not in- lines for teleattention protocols as well as future
clude chronic diseases support services or health prod- clients. Furthermore, technological and software
ucts for elderly people. vendors relationships make possible interopera-
Another methodology is the IPHI (Intermediate Pro- bility among ecosystem actors; software develop-
cessors of Health Information), proposed by Liyanage ment; renewing products and services and cost
et al. [19] to cope with routine data. The goal of IPHI reduction.
is to create a health ecosystem by processing data in a ∗ The Key activity block is service and intellec-
way that promotes improved data quality and, poten- tual property protection. It allows to protect the
tially, health care delivery by providers of healthcare, product rationale of other business competitors.
as well as providing greater insight to legitimate users ∗ Key resources to achieve DE4HW model goal
of data. Pang et al. [25] proposes an ecosystem driven are: developers with hardware and e-Health ser-
strategy which is formulated by merging the traditional vices expertise, also Information and Communi-
healthcare and mobile internet ecosystems. The author cation Technology (ICT) infrastructure.
proves the strategy’s effectiveness using as a case of • The What group: it considers the value and effi-
study an open-platform design. Strategy is focused on ciency characteristics to resolve client requirements.
mobile scenarios. To achieve the above, it is necessary to offer tai-
Methodologies described above have a single technolog- lored solutions through service by layer model fur-
ical vision; on the other side of the methodologies spec- ther crosslayer services in intention to reduce ecosys-
trum, mature proposals, such as the Lean Six Sigma tem redundancy and increase cost effectiveness.
Methodology, are the most used and useful tools in a • The Who group: it describes the customer relation-
running business. The methodologies Six Sigma [11], ship, channels and customer segment as well as who
Lean Thinking and Lean Six Sigma [18] focus on con- are clients; concluding that hospitals, medical net-
tinuously increasing quality products or services (Six works and other organization are the target group,
Sigma) while reducing waste (Lean Thinking) adding so the customer relationship is through training up-
value on services or products. Although, the goal in dates, hardware and software innovation meetings.
4 Cosio León Marı́a et al.

Fig. 2 BMC, Developer to Stakeholder perspective

• The last two blocks are regarding to the capital entire model functionalities, see Fig. 4. For better un-
flow: training personnel, maintenance and innova- derstanding of model rationale, we use a case of study
tion of the DE4HW model, are positive economic which considers diabetes (type I and II), and cardio-
flows; while the IT (Information and Technology) vascular disorders, most relevant pathologies in Mexico
personnel and ICT are infrastructure cost. and Spain, geographic target of the study, with legal
and economic asymmetries.

3.2 BMC from Stakeholders - Patient perspective

The BMC analysis shown in Fig. 3, uncovers two new


actors, non-present in the last BMC analysis a) medical 4.1 Chronic Disease Geographical Information
personnel associated with ecosystem services, they have System) –CDGIS
training requirements and medical protocols to bring e-
Health services, and b) IT personnel (non-staff), they This layer will provide information about healthcare
are another service provider required by stakeholders centers and chronic diseases geographical distribution
and DE4HW clients; who are patients or healthy elderly as well as geographical reference of clients close to real
people (health promotion services), therefore, front-end time. The later information will be accessed by au-
solutions according to customer segment must be ac- thorized personnel to protect clients’ location. CDGIS
complished. layer is a dynamic environment changing and learning
from clients (Storage and Management Patient Data –
SMPD layer) and external data sources as (e.g. Mexi-
4 Services on DE4HW model can Social Security Institute -IMSS, Mexican Social Se-
curity and Services of Government Workers –ISSSTE,
The Service by Layer Pattern concept served as the National Institute of Statistics and Geography -INEGI
basis for layer of the model forward described, almost in Mexico, and the Ministry of Health, Social Services
all layers has crosslayer interactions, in intention to and Equality -MSSSI, National Institute of Statistic -
reduce functional redundancy; however, but ensuring INE, in Spain).
Digital Ecosystem DE4HW 5

Fig. 3 BMC from Stakeholders - Patient perspective

4.2 Protocols for Management Specialized Systems reasons (consultation), diagnosis or problems and pro-
–PMSS cesses of care [40].

PMSS focuses on e-Health services for e-clinic, e-home,


and e-community (Health Promotion and Tracking Care 4.3 mHealth
layer called (HPTC)). PMSS layer will have interactions
with healthcare centers. The PMSS modules are: The mHealth layer includes two sublayers; the first one,
interoperability sublayer, supporting and managing non-
• Electronic healthcare guidelines and protocols. invasive sensors coupled to mobile technology; the se-
• A training module for medical and paramedical per- cond one, perception sublayer, complies with electronic
sonnel to support services delivered by DE4HW. mobiles devices with non-invasive sensors. This layer
• A direct communication channel with IT personnel provides inputs through the mobile application and sen-
support. sors to SMPD layer. Developers and manufacturers of
• Psychological support for caregivers, medical and DE4HW must be aware of the following electronic de-
paramedical personnel module. vices legal requirements:
Modules should accomplish the legal requirements 1. Electronic devices legal rule in Mexico, NOM-001-
in Mexico and Spain: Mexican Official Norm NOM - SCFI-1993, Electronic devices - Electronic house-
206-SSA 1-2002 [31], Health services regulation, which hold powered by different sources of electrical power
defines the criteria about emergency services. In Spain - Safety requirements and test methods for type ap-
modules must accomplish The Royal Decree 223/2004, proval. [27].
February 6. 2. Electronic devices which use different electric energy
Guidelines and protocols must accomplish the Inter- sources - security requirements and test methods
national Classification of Primary Care (ICPC) a type [10].
of classification of medical terminology at international 3. Devices must also accomplish with Wireless commu-
level, which encodes medical elements of health such as nication rule in Mexico or Mexican Official Norm
6 Cosio León Marı́a et al.

Fig. 4 DE4HW distribution services layers

NOM-121-SCT1-2009, Telecommunication - radio- chanisms will be built using terminology from: CIE-9
communication systems [28]. [20], SNOMED CT [4], and Health Level 7 (HL7) stan-
4. Spain has the directive 93/42/CEE Sanitary pro- dards [33]. Mechanisms in this layer must be aligned to
ducts [36]. the Mexican Official Norm NOM-024-SSA3-2010 [29],
5. Royal decree 1591/2009, from October 16, by which which establishes the functional objectives and func-
regulates medical devices [21]. tions to be observed by Electronic Health Record Sys-
6. Royal decree 437/2002, from May 10, by which es- tems. Mexican Official Norm NOM-040-SSA2-2004 [30],
tablishing the criteria for granting operating licenses about health information.
to manufacturers of medical devices custom [22].
7. 2011/65/EU Electric and Electronic devices [35].
8. Directive 1999/5/EC Harmonized [37]. 4.5 Healthcare Quality Indicators –HCQI
9. Directive 2006/95/EC low voltage [39].
10. Directive 2004/108/EC electromagnetic compatibi- This layer includes tools for data mining, fusion and vi-
lity [38]. sual data analytic to gather information (business intel-
11. IEC 60601-1-2:2007 electromagnetic compatibility ligence) from data on SMPD layer, which allows deter-
[7]. mine different kinds of cost analysis see Table 1. HCQI
12. IEC 61000-4-3 Wireless Communication [8]. also provides information, to improve the e-healthcare
13. IEC 62133 Rechargeable battery products [9]. services gathering information from entire layers. The
14. IEC 60086-4 no-rechargeable battery products [6]. business intelligence will be determined by pathology
thrown as a set of dashboards, which will show results
from the type of study, see Table 1 on column 1.
4.4 Storage and Management Patient Data –SMPD

SMPD goal is to unify data through health improve- 4.6 Personal Health Records –PHR
ments, chronicity, impairment, and functional depen-
dence profiles; this layer gathers information from PHR According to [34], a PHR is an electronic application
and mHealth layers. SMPD provides data to PMSS, through which individuals can access, manage and share
HCQI and CDGIS layers. Semantic interoperability me- their health information, and that of others for whom
Digital Ecosystem DE4HW 7

Table 1 Healthcare Quality Indicators The service layer pattern design paradigm defined
by Erl, et al. [5], enhances the resources optimization;
Type of Study Cost Health Units
Units DE4HW model was designed considering above paradigm;
resulting a logical group of services, shown in Fig. 4;
Cost-benefit Monetary Monetary
sharing common type of features between layers, with
Cost-effectiveness Monetary Health effects. the purpose to reduce redundancy, logic levels, and hel-
Cost-Utility Monetary Quality-adjusted ping for an easy evolution of the services.
life years (or
similar).
5.1 Economic, Technological and Legal Asymmetries,
Challenges
they are authorized, in a private, secure, and confi-
dential environment. The NCBI (National Center for Relevant considerations about economic, technological
Biotechnology Information) [2], defines the same term and legal asymmetries on the model design
as a longitudinal patient maintained records of indi-
vidual health history and tools that allow individual • Differences on regulatory requirements must be taken
control of access (MeSH term). PHR layer gathers data in consideration for business healthcare ecosystem
from HPTC layer and sends data to SMPD layer, also development, in order to offer services beyond of
PHR provides user entry information to HPTC layer. geographical barriers without legal penalties.
• Data to support decisions have differences about op-
portunity, due to technological gap.
• There are issues about interoperability among data
4.7 Health Promotion and Tracking Care –HPTC
storage systems. Mexico does not define clear rules,
while Spain has important progress in this area.
This layer includes three sublayers (Feedback, Educa-
• Seamless connectivity is an issue, it is more rele-
tional, and Social resources); its target is to prevent
vant in Mexico than in Spain because of connecti-
chronic diseases and improve health status from pa-
vity costs.
tients anytime, and anywhere. This layer displays in-
• An analysis focused on patients’ necessities shows
formation from CDGIS, SMPD, and HCQI layers. It is
that it is necessary to define differentiated attention
necessary to define filters by users group, medical staff
protocols for medical and paramedical personnel,
from healthcare centers, patients, healthy elderly peo-
due to cultural and legal requirements differences.
ple, caregivers, or relatives.

6 Conclusion and future work


5 Discussion
This paper presents results of using the BMC and IBOT
Two roles are key in a business ecosystem: keystone to design a digital ecosystem for healthcare- wellness
and niche player. Keystones are the engine of evolution model. BMC methodology helps to find interactions
in an ecosystem; in DE4HW model the keystone role among actors as well as to discover new ones, although,
is performed by the SMPD layer, due to data could findings strongly related with the teams expertise and
be constantly recombined to provide an ever renewing sample clients are not enough evidence to design this
product and service; while niche players are the HCQI kind of services; therefore, we gather relevant informa-
and HPTC layers; the rest of layers are primary con- tion from the state of art [26], considered in the model
text sensors gathering data from clients, patients about design.
physiological parameters. The research contributions have been within the
The PMSS layer considers communication channels digital ecosystem model, it considers actors, interac-
among clients, developers and physicians to reinforce tions, resources, legal requirements, and devices. Ecosys-
economical successful probability, in the BMC this topic tems are characterized by several interactions, in inten-
appears as a business keystone from stakeholders - pa- tion to optimize resources, we propose crosslayer ser-
tients perspective. vices to reduce redundancy and complexity, while inter-
It is necessary a deeper analysis to define attention operability problems are reduced using syntactic stan-
protocols for medical and paramedical personnel, using dards.
the ICPC classification [40], to achieve interoperability In Table 2 answers of research questions driving this
HPTC layer and other healthcare ecosystems. work are summarized, and our immediate directions are
8 Cosio León Marı́a et al.

Table 2 Research questions answers

Question Answer
Question 1 Dynamic balance of physical, emotional, social, spiritual, and intellectual health are the major aspects to
decrease functional dependence, and chronicity condition, therefore wellness services are key to tackle this
kind of conditions.
Question 2 The legal, social, ethical, organizational, economical, clinical, usability, quality, and technical aspects (BMC
analysis), are the key factors for successfully on DE4HW model to provide services into different countries.
Question 3 Legal requirements are described by layer, see section 4.
Question 4 See Figs. 2 and 3, Key partners block.
Question 5 See both perspectives on Figs. 2 and 3, on Key Values block.

the design a pilot trial of a Random Controlled Trial; 12. Latifi, R.: ” initiate-build-operate-transfer”-a strategy for
it will be executed in Mexico and Spain; secondly, ap- establishing sustainable telemedicine programs not only
in the developing countries. Studies in health technology
ply them into two groups including patients, caregivers
and informatics 165, 3–10 (2010)
and medical personnel. Once pilot trial provide data, 13. Latifi, R., Dasho, E., Lecaj, I., Latifi, K., Bekteshi, F.,
we will iterate using the TRIZ methodology [1], in or- Hadeed, M., Doarn, C.R., Merrell, R.C.: Beyond initiate-
der to make design adjustments and continue with the build-operate-transfer strategy for creating sustainable
telemedicine programs: Lesson from the first decade.
following steps of the IBOT strategy. TELEMEDICINE and e-HEALTH 18(5), 388–390 (2012)
14. Latifi, R., Dasho, E., Merrell, R.C., Lopes, M., Azevedo,
V., Bekteshi, F., Osmani, K.L., Qesteri, O., Kucani, J.,
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