Using information builders products at hmc
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Using Information Builders Products at HMC. 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

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Using Information Builders Products at HMC

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Using Information Builders Products

at HMC


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


Information Technology Environment

Windows 2K3 servers

VMWare

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 content

Very little business logic in the reports

Some complex reports

Batch Reporting

Via Report Caster

Distributed content to email, server file systems, report library

Harvard Management Company - Confidential

Page 3


Business User Environment

Managed Reporting Environment

Secured environment

Users managed by groups and entitled to content

Web Interfaces and direct running of reports

On Demand

Guided ad hoc via drop down filtering

Date ranges, broker, etc

Choice of output formats

Direct running of specific reports

Harvard Management Company - Confidential

Page 4


Developer Experience

Learning curve

Take BUILDING REPORTS training to start

Good overview of functionality

Most users start with the UI then drop back to the code once they become more familiar

Download the manuals

Creating Reports With WebFOCUS Language

Creating Charts With Graph Tools

Use FOCAL POINT

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 5


Examples – Standard Report

Harvard Management Company - Confidential

Page 6


Examples – Formatted Excel with Tabs

Harvard Management Company - Confidential

Page 7


Examples - Dashboard

Harvard Management Company - Confidential

Page 8


Examples – Active Accordion Report

Harvard Management Company - Confidential

Page 9


Examples – Guided Ad Hoc UI

Harvard Management Company - Confidential

Page 10


Examples – Report Integrated with Workflow Application

Network Storage

Web Service

IBI Data Migrator

Workflow Application

Report (.fex)

Web Service

CRM Application

Harvard Management Company - Confidential


Examples – Data Integration with CCH Tax Package

Report (.fex)

Network Storage

User Request

Formatted Flat File

User Import to CCH

* Increase Data Quality

* Reduced Data Entry Time

from 2 person weeks to minutes

Harvard Management Company - Confidential


Future

WebFOCUS 8

Targeting Q1 2012 implementation

Depending on IBI timelines

Wider use of Active reports

Guided Ad Hoc reporting

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 13


Questions?

Harvard Management Company - Confidential

Page 14


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