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

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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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Presentation Transcript
a new global balance
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

what is client connection
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
client connection delivers
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
client connection structure
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

example of my portfolio
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

now for the online tour
Now for the online tour!

https://clientconnection.worldbank.org

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