Slide 1 - Information Builders

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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

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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 content o Very little business logic in the reports o 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 content o Web Interfaces and direct running of reports

On Demand

– Guided ad hoc via drop down filtering o Date ranges, broker, etc o 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 functionality o Most users start with the UI then drop back to the code once they become more familiar

– Download the manuals o Creating Reports With WebFOCUS Language o Creating Charts With Graph Tools

– Use FOCAL POINT o 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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Examples – Report Integrated with Workflow Application

Workflow Application

Network

Storage

IBI Data Migrator

CRM Application

Report

(.fex)

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Examples – Data Integration with CCH Tax Package

User Request

Report

(.fex)

Network

Storage

Formatted Flat File User Import to CCH

* 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?

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