Operations Portal & Client Connection: Real-time Project

Management Tool

Operations Solutions

• Context

• Operations Solutions

• Demo

Agenda

Document Management

Statistical Data

ImageBank/WDS

Team Activity RoomsKnowledge Management

Data Warehouse

Dashboard

Project Db

TravelRequest

BudgetInfo

ProjectInfo

SAPSAPPeopleSoftPeopleSoft

Intranet, ExtranetsExternal Web

Task Manager Mission Preparation

Notes E-mail and Doc Libraries

Fixedbusiness systems integration

structured data & reports

process streamlined

global deployment

ChallengesUsability

— multiple passwords, inconsistent results — inconsistent interface designs

Integration — multiple publishing processes (Intranet, Extranet, External Web) — inability to search across different repositories — standalone databases

Security — inconsistent security model

Resistance to Change — complexity and speed of change — paper files, black books

fixed

being fixed

i = integration?

Key Challenges

• Ease of Use: staff are frustrated with the complexity and number of stand-alone and dissimilar systems they have to deal with just to manage their work; change management costs are high impacting business flexibility

• Information Overload: staff find it difficult to find the information they need to manage their work -- even if it already exists within the Bank

• Process Simplification: institutional simplification initiatives are demanding flexible and integrated technology solutions that can accommodate integrated business processes across and beyond the institution while also supporting customization on demand

• Collaborative Work: the growing need for effective collaborative tools for virtual teams (task teams) and distributed functions (Country Offices) needs to be enabled by technology

• Knowledge & Learning: we need to improve the relevance and quality of work by creating a knowledge and learning environment for staff that is tightly integrated with work and business processes

Operations Portal

• The Project Portal gave task teams access to information in an integrated web-based workspace that simplified day-to-day project management

• It was launched on July 7th 2003 for Investment Lending projects and included support for lending simplification – e.g. new lending documentation and processes (PCN, PAD, ISDS, PID, etc)

• It was re-branded as the Operations Portal and expanded to support GEF, Development Policy Lending, and Global Programs. Plans are underway to add support for CAS, ESW, TA, Carbon Fund, Guarantees, etc -- over 50 Bank product lines

• Functionality is also being deepened to include full project cycle process support (ISR Reform, ICR Reform), strengthened collaboration tools, and a new knowledge center

• New role-based portals are being added to complete the suite

Operations Solutions

• The Operations Portal provides task teams with an e-workplace that simplifies management of Bank operations by integrating information, tools, transactions, and guidelines into a task and team specific workspace.

• Current modules include:

1. Dashboard – key project information at a glance2. Roadmap – project cycle including PCN, PAD, ISR, etc3. Monitoring – alerts, budget, financing, procurement,

disbursements, audit, legal, tranches, triggers, trust funds, etc

4. Documents – project file, correspondence, legal agreements

5. Collaboration – team, contacts, agencies, calendar, discussion

Components

Process Support

Identification & Preparation

Appraisal, Negotiations & Board

Country AssistanceStrategy

Implementation

Evaluation

Completion

Activity Initiation Summary,

Project Concept Note,

Project Information Document,

Review Meeting, Mission TOR,

Mission BTOR, etc

Activity Update Summary,

Project Appraisal Document, ISDS,

CDD, QER, Program

Document,Project

Information Document, Decision

Meeting, etc

Implementation Status Report, Alerts,

Budget, Procurement,

Disbursements, Tranches, Triggers, Audit System, SOPE,

etc

Implementation Completion

Report

Policies, Procedures, Templates, Guidelines, Good Practice examples, etc

Completed:1. Investment

Lending2. Development

Policy Lending3. Global

Environmental Fund

4. Global Programs

Coming Soon:1. Guarantees2. Carbon Finance3. Economic &

Sector Work4. Non-Lending TA5. Country

Assistance Strategy

6. etc

Dashboard

• Partnership approach driven by OPCS and ISG that includes numerous stakeholders:• Regions• Networks• Central Units e.g. CRM, GPP, and OED

• Linkages with numerous institutional initiatives including:• eTrust Funds• Client Connection• Knowledge and Learning• Disclosure• People Pages• iLAP

• The Operations Portal provides an integration hub for processes and stakeholders that participate in delivering front-line work -- a valuable institutional asset

Collaborative Approach

Demo