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

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
Country Analytics
Reference
My Portfolio
Knowledge
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

• Exchange Rates
• Pool Unit Value (PUV)

- Estimated Debt Service - Bills
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
RF1
RF3
RF5
RF2
RF4
RF6
SA-A
SA-A
SA-B
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