Using Information Builders Products at HMC

1. Using Information Builders Products at HMC

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

3. 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

4. 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

5. 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

6. Examples – Standard Report Harvard Management Company - Confidential Page 6

7. Examples – Formatted Excel with Tabs Harvard Management Company - Confidential Page 7

8. Examples - Dashboard Harvard Management Company - Confidential Page 8

9. Examples – Active Accordion Report Harvard Management Company - Confidential Page 9

10. Examples – Guided Ad Hoc UI Harvard Management Company - Confidential Page 10

11. 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

12. 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

13. 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

14. Questions? Harvard Management Company - Confidential Page 14