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Using Information Builders Products at HMC

Using Information Builders Products at HMC. Harvard Management Company - Confidential Page 2 Products in use WebFOCUS 7.6.11/7.7.03 –Developer Studio

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Page 1: Using Information Builders Products at HMC. Harvard Management Company - Confidential Page 2 Products in use WebFOCUS 7.6.11/7.7.03 –Developer Studio

Using Information Builders Productsat HMC

Page 2: Using Information Builders Products at HMC. Harvard Management Company - Confidential Page 2 Products in use WebFOCUS 7.6.11/7.7.03 –Developer Studio

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Products in use

• WebFOCUS 7.6.11/7.7.03– Developer Studio– Data Adapters (Sybase, SQL, WebServices, ODBC)– Info Assist– Mobile Favorites– Active Reports

• Data Migrator– 50+ Data Flows (executed throughout the day by Autosys)

• iWay– Inbound SWIFT processing

• Report Caster

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Information Technology Environment

• Windows 2K3 servers– VMWare

o Will be its own physical machine for WebFOCUS 8

• Sybase and SQL Server databases– Most reporting accesses stored procedures directly and WebFOCUS is used to format

the contento Very little business logic in the reportso Some complex reports

• Batch Reporting– Via Report Caster

o Distributed content to email, server file systems, report library

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Business User Environment

• Managed Reporting Environment– Secured environment

o Users managed by groups and entitled to contento Web Interfaces and direct running of reports

• On Demand– Guided ad hoc via drop down filtering

o Date ranges, broker, etco Choice of output formats

– Direct running of specific reports

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Developer Experience

• Learning curve– Take BUILDING REPORTS training to start

o Good overview of functionalityo Most users start with the UI then drop back to the code once they become more

familiar

– Download the manualso Creating Reports With WebFOCUS Languageo Creating Charts With Graph Tools

– Use FOCAL POINTo Great resource for all kinds of questions

• Comfortable with the product in six months to a year– It’s all about the data– Out of the box functionality is unparalleled

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Examples – Standard Report

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Examples – Formatted Excel with Tabs

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Examples - Dashboard

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Examples – Active Accordion Report

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Examples – Guided Ad Hoc UI

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IBI Data Migrator

Report (.fex)

Workflow Application

Network Storage

Examples – Report Integrated with Workflow Application

Web Service

Web Service

CRM Application

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Report (.fex) Network

Storage

Examples – Data Integration with CCH Tax Package

User Request User Import to CCHFormatted Flat File

* Increase Data Quality

* Reduced Data Entry Time from 2 person weeks to minutes

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Future

• WebFOCUS 8– Targeting Q1 2012 implementation

o Depending on IBI timelines

• Wider use of Active reports– Guided Ad Hoc reporting

o Eliminate multiple versions of the same report

• Implement Mobile Favorites– Enable access from anywhere to specifically developed content

• Dashboard Development– Business Unit specific dashboards with reports/KPIs

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• Questions?