1 / 14

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.

istas
Download Presentation

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

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  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

More Related