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Published byIris Thompson Modified over 9 years ago
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Operations Portal & Client Connection: Real-time Project Management Tool
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2 Introduction to Client Connection
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3 Login Page (http://client connection.worldbank.org)
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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
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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
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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
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7 How is Client Connection Structured?
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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
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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
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10 Accessing Client Connection
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11 Suggested Authorization Levels
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12 Global Rollout Status
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13 Client Connection Users by Region
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14 Now for the online tour! https://clientconnection.worldbank.org
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