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

Operations Portal & Client Connection: Real-time Project Management Tool. Introduction to Client Connection. Login Page (http://client connection.worldbank.org). A New Global balance.

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

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

  2. Introduction toClient Connection

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

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

  10. Accessing Client Connection

  11. Suggested Authorization Levels

  12. Global Rollout Status

  13. Client Connection Users by Region

  14. Now for the online tour! https://clientconnection.worldbank.org

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