Operations Portal & Client Connection: Real-time Project Management Tool.

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Presentation transcript:

Operations Portal & Client Connection: Real-time Project Management Tool

2 Introduction to Client Connection

3 Login Page ( connection.worldbank.org)

4 A New Global balance “We are introducing a new ‘client card’ that gives policymakers and team leaders the same Web-based information we use to manage projects, provide financial information, and research on a confidential basis. It is a powerful tool for implementation and, above all, for transparency.” Jim Wolfensohn WB Annual Meetings, 2003

5 What is Client Connection? It allows… government officials: access information related to all of their loans, credits, grants, and trust funds implementing agencies: view financial information related to their projects submit procurement documents to the Bank for review. It is all in one central location for country-specific data

6 Client Connection Delivers… All in one place: Instant access to real-time financial data Procurement plan and document submission Instant access to bills, monthly disbursement summaries, project documents Unique analytical tools Country statistics, news and documents

7 How is Client Connection Structured?

8 Client Connection Structure Project Overview Portfolio Management Documents Policies & Procedures Loan Overview Disbursements Repayments Procurement Debt Management News Statistics Forms Data - Applications - Contracts - Special Accounts - Special Commitments - Monthly Disb. Summary My Portfolio Country Analytics Knowledge Reference - IBRD/IDA Lending Summary - Active Portfolio - Lending Volume - Lending Volume by Sector - IBRD/IDA Net Flows - Projects in the Pipeline - SOL by Country Exchange Rates Pool Unit Value (PUV) - Estimated Debt Service - Bills - Bids - Awarded Contracts

9 Example of My Portfolio SA-A SA-B RF1 RF2 RF3 RF4 RF5 RF6 Contract 1Contract 2 Contract 3Contract 4Contract 5 Contract 6 My Portfolio Project Overview Loan Overview RF4RF6 RF2 Disbursements RF7 Application Special Accounts Contracts

10 Accessing Client Connection

11 Suggested Authorization Levels

12 Global Rollout Status

13 Client Connection Users by Region

14 Now for the online tour!