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Using Information Builders Productsat HMC
Harvard Management Company - Confidential Page 2
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
Harvard Management Company - Confidential Page 3
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
Harvard Management Company - Confidential Page 4
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
Harvard Management Company - Confidential Page 5
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
Harvard Management Company - Confidential Page 6
Examples – Standard Report
Harvard Management Company - Confidential Page 7
Examples – Formatted Excel with Tabs
Harvard Management Company - Confidential Page 8
Examples - Dashboard
Harvard Management Company - Confidential Page 9
Examples – Active Accordion Report
Harvard Management Company - Confidential Page 10
Examples – Guided Ad Hoc UI
Harvard Management Company - Confidential Page 11
IBI Data Migrator
Report (.fex)
Workflow Application
Network Storage
Examples – Report Integrated with Workflow Application
Web Service
Web Service
CRM Application
Harvard Management Company - Confidential Page 12
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
Harvard Management Company - Confidential Page 13
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
Harvard Management Company - Confidential Page 14
• Questions?