Using Information Builders Products at HMC

Harvard Management Company - Confidential Page 2 Products in use WebFOCUS / –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 oWill 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 oVery little business logic in the reports oSome complex reports Batch Reporting –Via Report Caster oDistributed content to , server file systems, report library

Harvard Management Company - Confidential Page 4 Business User Environment Managed Reporting Environment –Secured environment oUsers managed by groups and entitled to content oWeb Interfaces and direct running of reports On Demand –Guided ad hoc via drop down filtering oDate ranges, broker, etc oChoice of output formats –Direct running of specific reports

Harvard Management Company - Confidential Page 5 Developer Experience Learning curve –Take BUILDING REPORTS training to start oGood overview of functionality oMost users start with the UI then drop back to the code once they become more familiar –Download the manuals oCreating Reports With WebFOCUS Language oCreating Charts With Graph Tools –Use FOCAL POINT oGreat 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 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 Q implementation oDepending on IBI timelines Wider use of Active reports –Guided Ad Hoc reporting oEliminate 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?