Making Informed Business Decisions with an Enterprise Information Management Solution October 22, 2009 Alan Weintraub Prin...
About Perficient Perficient is a leading information technology consulting firm serving clients throughout North America. ...
Fast Facts <ul><li>Public, NASDAQ: PRFT </li></ul><ul><li>~$230 million in 2008 revenues </li></ul><ul><li>Locations in 17...
Our Solutions
What is the Business Problem <ul><li>Running a successful business today requires the ability to make fast informed decisi...
Key Challenge is Unlocking the  Value of Information AIIM & Accenture Surveys, 2007 52%  of users   don’t have  confidence...
What is Enterprise Information Management <ul><li>An Enterprise Information Management (EIM) solution provides an integrat...
Why is it important <ul><li>EIM provides a single view into an organization’s information sources. </li></ul><ul><li>EIM i...
EIM Foundation Document Mgmt Content Mgmt Collaboration (see 4 Pillars Slide) Records Mgmt Workflow Business Intelligence ...
4 Pillars of Collaboration Messaging Real Time Collaboration Team Collaboration Social Networking Portal
Components of the Strategy Data Management Metadata Management Access Search Report Collaborate Analyze Track Audit Struct...
IBM’s Approach to EIM
Information On Demand Manage data and content over its lifetime Use data and content as part of processes Plan, understand...
Information On Demand Plan, understand & optimize business performance People, Processes & Applications Manage data & cont...
IBM Information Agenda Logical Architecture Functional View
Organizations need an Information Agenda Strategy Creating a vision to guide decisions & help the organization determine h...
IBM Integrates Collaboration and Content Personal Team Enterprise Content WCM Portal Places Libraries Blogs  Wikis  Forums...
LotusLive - A Corporate Social Networking Site
Microsoft MOSS 2007
Common scenarios “ It getting harder and more expensive to communicate critical information throughout the organization.” ...
Business Impact <ul><li>Islands of information and applications </li></ul><ul><li>Slow responsiveness to business and user...
SharePoint Vision <ul><li>A unified, enterprise-ready solution that boosts organizational </li></ul><ul><li>effectiveness ...
Business Intelligence Collaboration Search Portal Business Forms Content Management Server-based Excel spreadsheets and da...
Operating System Services Database Services Search Services Workflow Services ASP.NET: Web Parts, Personalization, Master ...
Oracle’s EIM Strategy
Oracle Fusion Middleware
Fusion Components <ul><li>Application Grid  </li></ul><ul><li>Application Server  </li></ul><ul><li>Business Intelligence ...
Getting Started with an EIM Solution
<ul><li>Any EIM project requires key elements to be successful. All elements must exist, however the depth of each may var...
EIM Assessment <ul><li>An EIM Assessment helps organizations understand </li></ul><ul><ul><li>What information exists in t...
THANK YOU! <ul><li>Alan Weintraub </li></ul><ul><li>Principal, ECM Solutions </li></ul><ul><li>Perficient </li></ul><ul><l...
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Making Informed Business Decisions with an Enterprise Information Management Solution

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Perficient presents: An Enterprise Information Management (EIM) solution provides an integration of structured and unstructured information in a context that is used by users to make decisions.

EIM Solutions provide a seamless, role based set of tools that let users be more efficient in completing their key tasks
These tools can include;
Business Intelligence
Enterprise Content Management
Portal
Enterprise Search
Collaboration
E-Mail Management

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  • Note the new tagline, “Experts in delivering business-driven technology solutions”, which is consistent with the tagline in our website. SPEAKER NOTES: (Intro customized for specific client situation) We are in the IT services space (i.e. versus management consulting or professional services) and we are specifically identified as a “Consultants and SI” segment. A more appropriate “customer facing” description of our positioning is as a “Consulting and Solution Implementation” services provider which brings focus to “solutions” (i.e. the holy grail for our clients).
  • This is essentially our Mission Statement for customer-facing communications. It speaks first to our positioning as an IT consulting firm and second to our mission to “help clients implement business-driven IT solutions” that deliver business value in the form of integrated business processes, etc.
  • … the fast facts about Perficient that help position us as a rapidly growing, successful IT services firm with sufficient scale to handle large projects while being more flexible and responsive, based on our size relative to the large players. This slide is to provide “the facts” which are typically required in many “first meetings” and to help position our competitive differentiation, which is addressed directly in the next slide.
  • IBM Confidential Organizations need information to optimize their businesses, but continue to struggle with how leverage all of the information they have Information remains locked in various silos across the organization The volume of information and the variety of different information types an organization has to deal with growing exponentially The velocity of business in today’s market is driving more real-time requirements for accessing and using information Some recent surveys point out just how bad this problem has become Almost 50% of users claimed they don’t have confidence in their information (AIIM 2007 Survey) – hidden fact is that this number is higher than it was in the 2006 survey, indicating that this problem is getting worse, not better Even more staggering is the fact that almost 60% of managers claim they miss Information they should have used when making a business decision, and… Over 40% of managers claim they use the wrong information at least once a week (Accenture survey)
  • IBM Confidential We believe that there are 3 key things that organizations require to unlock the business value of information for competitive advantage…and this is what Information On Demand is focused on. Organizations need the ability to manage data and content over its lifecycle, as part of the individual processes and applications across the enterprise…this requires data and content management capabilities to support your different processes and applications. Organizations then need to establish accurate, trusted information across these different processes and applications for a single view of the truth…a single view of customers, of products, of revenue, etc…and they need a “flexible” architecture that can leverage all of their existing investments…accurate, trusted information is established through information integration, data warehousing and master data management. These first two components have really been our IOD story up until recently…with the acquisition of Cognos, we are now providing our customers with the ability to leverage that trusted information to better understand how their business is performing, and begin optimizing performance across the enterprise…and this is accomplished through business intelligence and performance management These are the three main components required by organizations to unlock the business value of their information, but the ultimate object our clients have is to drive better business outcomes. And that’s what we are focused on with all of these components…helping our clients improve customer and product profitability, provide increased financial risk insight for better business decisions, optimize the workforce and control labor costs, enable more dynamic supply chain management, and support multi-channel, event driven marketing initiatives. And IBM provides the most complete, end-to-end capabilities for Information On Demand, with every component focused on helping customers optimize their business.
  • IBM Confidential IBM Confidential
  • IBM Confidential And we want to help organizations establish an information agenda to support these initiatives and get more value out of their information related investments. An effective Information Agenda provides a guiding mechanism for an organization to gain a future perspective to information requirements across heterogeneous informational systems (IBM and non-IBM). It establishes the enterprise information infrastructure that supports tactical decisions and transforms organization towards optimized business performance. An information agenda establishes corporate information vision tied to business initiatives and strategies, helps identify technology needed to establish a common framework, delivers a roadmap for implementing short and long term projects within context of strategy, and helps organizations develop and implement cross line of business policies and procedures for managing and protecting information… All efforts in conjunction with each other result in a systematic methodology to ensure the strategic use of information resulting in business optimization. What is it? An Information Agenda is the strategic vision and roadmap for organizations to: Identify and prioritize projects that deliver a return Identify what data and content is important to the organization Identify how and when it should be made available Determine what capabilities are required to support and access it and Determine what management processes and governance practices are required to sustain the plan. Align the use of information to match the organizations business strategy Create and deploy an information infrastructure that meets immediate needs and future needs
  • This slide presents some specific benefits of the Microsoft portals solutions. It aligns specific benefits of SharePoint Portal Server 2003 with common pains that an organization experiences. The following slide breaks down pains by specific roles – use these slides together to spread the pains across the organization.
  • The impact to business is pretty obvious. Ask the audience if there are other business impacts that should be called out.
  • Positioning statement: Microsoft SharePoint Products and Technologies provide a single, unified, enterprise-ready solution that boosts organizational effectiveness by streamlining business processes and making information sharing between IWs intuitive and easy through the best integration with familiar desktop applications and tools. Decision Maker (BDM, TDM) Functional: Improve employee efficiency, empower your people to share, find, understand and use information Emotional: “Enabler” of people and organizational effectiveness; More confident of having the right information to make decisions Economic: Quicker ROI, “Option Value” for growing as needs of organization and employees change IT Pro Functional: Single, Integrated, Enterprise ready product that is easy to maintain/ deploy and provides great OOB value Emotional: Tighter control of data and access (control business risk), Involved in strategic tasks (not just mundane IT activities) Economic: (TBD) Lowest TCO
  • 11/18/09 17:02 © 2006 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. &lt;This slide highlights the full feature and investment areas for Office SharePoint Server 2007, building off the collab features of WSS and the old primarily portal-focused feature areas of SPS&gt; Collaboration: Core improvements Tracking and project management Document library improvements Anywhere access Outlook integration Keeping informed Mobility Community and Communication Wikis &amp; Blogs Email and Discussions People and Groups Portal: Feature areas: Portal Site Architecture Improvements Intranet Portal Template Multi-language Support People and Expertise Search My Site Public Page Personal homepage Search: Relevance ranking Integral part of Portal and Content Management Investments End user search experience Across repositories Manageability and deployment flexibility Revamped platform and infrastructure Content Management: Unifies document mgmt, records mgmt, and web content management Workflow templates OOB Policies: Auditing, Retention, Label, Information Rights Multi-language documents and web content Business Processes: Supporting Statements Enable better and faster data driven business decisions Enable business process redesign and optimizations More efficient capture, use, updating of business data (with Office as a font end). MS Expense implementation: Microsoft electronically processes 200,000 expense reports each year reducing transaction costs from $21 to $8 per expense report. reduced the processing time from 3 weeks to 3 days saving Microsoft $4.3 million each year. Novartis (Helthcare) implementation: New data entry process saves 9,000 working days a year Increased accuracy of sales data and performance  reporting Business Intelligence: Trends More data, less time More users need to analyze data more often New standards and laws around financial reporting and compliance Common Demands Help me use business information make better decisions Let me use Excel to connect to BI data Let me share analysis using the web Give me control over 1 version of the truth Let me reuse BI information in my applications Microsoft Strategy Deliver a complete BI platform Deliver BI for everyone through the Office 12 applications Make BI easier to use with Excel at the core Manageable information sharing, control, &amp; reuse
  • Here’s another way of looking at “the pie” diagram but in much more detail. Architecturally, we’ve designed the applications and services in a componentized way so that they can be easily integrated with each other. This architecture enables us to make improvements in each of the components more rapidly and independently in the future. Collaboration: Communities, Anywhere Access Portal: End-to-end (personal to Internet) scale Site Directory: Broken link checking, categories, views My Sites: becomes powerful personal portals Search: Huge improvements in relevance and UX Content Management: Unifies document mgmt, records mgmt, and web content management Workflow templates OOB Policies: Auditing, Retention, Label, Information Rights Multi-language documents and web content Business Processes: Flexible front-end for LOB systems and applications Dotted line separates Form Services features from others Shared Services: enables server consolidation by enabling services to be shared by sub-farms (relative to SPS 2003 farms) Platform Services: Repository: “wide” list – 1000 columns, lists now have folders, indexing (fast views), cross list/site queries, cross-site lists, rename/reparent a Web Metadata: content types, field types, change log (for faster indexing and Outlook sync’ing) Backup: self-contained backup of entire site without dealing with DBA, Recycle Bin vServer Policies: deny rouge users/groups Provision: Unified provisioning model for WSS and OSS Templates: Extensible, additive Navigation: Cross site nav, ASP.NET 2.0 menu controls, breadcrumb, customizable within Site Settings Rendering: Fully leverages ASP.NET 2.0 Extensibility: ASP.NET 2.0 Forms and Fields – completely extensibility Event Handlers: Eventing now available synchronously
  • Title Month Year
  • Making Informed Business Decisions with an Enterprise Information Management Solution

    1. 1. Making Informed Business Decisions with an Enterprise Information Management Solution October 22, 2009 Alan Weintraub Principal, ECM Solutions Perficient – Philadelphia (m) 484-467-5720 [email_address]
    2. 2. About Perficient Perficient is a leading information technology consulting firm serving clients throughout North America. We help clients implement business-driven technology solutions that integrate business processes, improve worker productivity, increase customer loyalty and create a more agile enterprise to better respond to new business opportunities.
    3. 3. Fast Facts <ul><li>Public, NASDAQ: PRFT </li></ul><ul><li>~$230 million in 2008 revenues </li></ul><ul><li>Locations in 17 major North American markets </li></ul><ul><li>Global Delivery Centers in Europe and China </li></ul><ul><li>Approximately 1,300 business and technology consultants </li></ul><ul><li>Dedicated solution practices </li></ul><ul><li>Served 600+ clients in 2008 </li></ul><ul><li>Alliance partnerships with major technology vendors </li></ul><ul><li>Multiple vendor/industry technology and growth awards </li></ul>
    4. 4. Our Solutions
    5. 5. What is the Business Problem <ul><li>Running a successful business today requires the ability to make fast informed decisions </li></ul><ul><li>Corporate information can exist in many operational systems throughout an organization </li></ul><ul><li>Information can that is both structured and unstructured. </li></ul><ul><li>Finding the right information can require:  </li></ul><ul><ul><li>Multiple steps, often causing delayed responses, thus resulting in loss revenue, non-compliance, or customer dissatisfaction </li></ul></ul><ul><ul><li>Access to multiple repositories in multiple formats on multiple systems. </li></ul></ul><ul><ul><li>Complex inquires that require numerous searches and manual reconciliation of the results to formulate a complete result that can be used for making an informed decision </li></ul></ul>
    6. 6. Key Challenge is Unlocking the Value of Information AIIM & Accenture Surveys, 2007 52% of users don’t have confidence in their information 42% of managers use wrong information at least once a week 59% of managers miss information they should have used
    7. 7. What is Enterprise Information Management <ul><li>An Enterprise Information Management (EIM) solution provides an integration of structured and unstructured information in a context that is used by users to make decisions </li></ul><ul><li>EIM Solutions provide a seamless, role based set of tools that let users be more efficient in completing their key tasks </li></ul><ul><li>These tools can include; </li></ul><ul><ul><li>Business Intelligence </li></ul></ul><ul><ul><li>Enterprise Content Management </li></ul></ul><ul><ul><li>Portal </li></ul></ul><ul><ul><li>Enterprise Search </li></ul></ul><ul><ul><li>Collaboration </li></ul></ul><ul><ul><li>E-Mail Management </li></ul></ul>
    8. 8. Why is it important <ul><li>EIM provides a single view into an organization’s information sources. </li></ul><ul><li>EIM is a framework that instantaneously allow a company to leverage all their information assets </li></ul><ul><li>The EIM architecture is a blueprint to manage information though its lifecycle, from inception to destruction </li></ul><ul><li>The Portal solutions unify the interface to the information </li></ul><ul><li>The single interface allows users to access, search, report, collaborate, analyze, track and audit against both structured and unstructured enterprise information </li></ul>
    9. 9. EIM Foundation Document Mgmt Content Mgmt Collaboration (see 4 Pillars Slide) Records Mgmt Workflow Business Intelligence Unstructured Repositories Structured Repositories Portal
    10. 10. 4 Pillars of Collaboration Messaging Real Time Collaboration Team Collaboration Social Networking Portal
    11. 11. Components of the Strategy Data Management Metadata Management Access Search Report Collaborate Analyze Track Audit Structured Data Unstructured Data SAP Siebel Oracle, etc. Documents Records E - mail, etc. Metadata CONSOLIDATED INFORMATION Unified Enterprise Information & Context Business Intelligence Knowledge Management Mobility Document Management Collaboration Content Management E - mail Management Records Management Enterprise Workflow Instant Messaging Business Process Management
    12. 12. IBM’s Approach to EIM
    13. 13. Information On Demand Manage data and content over its lifetime Use data and content as part of processes Plan, understand and optimize business performance Establish and maintain an accurate, trusted view of information Better Business Outcomes Establish and maintain an accurate, trusted view of information Plan, understand and optimize business performance Manage data and content over its lifetime and as part of processes Customer & Product Profitability Workforce Optimization Dynamic Supply Chain Multi-Channel Marketing Financial Risk Insight Business Optimization Other Information & Application Sources Flexible Architecture for Leveraging Existing Investments End-to-end Capabilities All Focused On Business Optimization
    14. 14. Information On Demand Plan, understand & optimize business performance People, Processes & Applications Manage data & content over its lifetime Use data & content as part of business processes Establish & maintain an accurate, trusted view of information
    15. 15. IBM Information Agenda Logical Architecture Functional View
    16. 16. Organizations need an Information Agenda Strategy Creating a vision to guide decisions & help the organization determine how to best support business goals Information Infrastructure Identifying the technology components & capabilities to establish a common information framework Establishing a plan for executing discrete projects to realize short and long-term returns on investment Roadmap Implementing cross line of business policies & practices for managing, using, improving & protecting information Information Governance
    17. 17. IBM Integrates Collaboration and Content Personal Team Enterprise Content WCM Portal Places Libraries Blogs Wikis Forums Personal File Sharing ECM IBM’s Business Content Services provides the most complete, end-to-end solution by integrating Web 2.0 collaboration tools with industry leading ECM systems
    18. 18. LotusLive - A Corporate Social Networking Site
    19. 19. Microsoft MOSS 2007
    20. 20. Common scenarios “ It getting harder and more expensive to communicate critical information throughout the organization.” “ Employees are disconnected from the information they need, and can’t collaborate effectively because they’re too focused on complex, manual tasks.” “ Customer service suffers, and so do partner relationships.” “ Productivity is down” “ We rely on IT for everything we do” “ Security is a moving target” <ul><li>Microsoft Portals scenario: </li></ul><ul><li>Quickly and securely distribute business-critical data and information to the people who need it – where they work, collaborate and make decisions. </li></ul><ul><li>Increase productivity by automating repetitive tasks </li></ul><ul><li>Provide access to the most up-to-date information using a set of familiar tools, reducing IT involvement in ad-hoc reporting needs </li></ul><ul><li>Keep employees focused on high-value activities that support business objectives </li></ul>… across the organization.
    21. 21. Business Impact <ul><li>Islands of information and applications </li></ul><ul><li>Slow responsiveness to business and user needs </li></ul><ul><li>Costly custom development and maintenance </li></ul><ul><li>Poor sharing inside and outside the organization </li></ul><ul><li>Difficult to find the right content, data, and people </li></ul><ul><li>Increasing information management risk </li></ul>
    22. 22. SharePoint Vision <ul><li>A unified, enterprise-ready solution that boosts organizational </li></ul><ul><li>effectiveness by: </li></ul><ul><ul><li>making information and knowledge sharing intuitive and easy </li></ul></ul><ul><ul><li>controlling and reusing content while reducing information management risk </li></ul></ul><ul><ul><li>enabling faster and more insightful decision making </li></ul></ul>HR, Finance, etc. Team Collaboration Personal Enterprise Portal Internet Presence Employees Customers Partners Business Applications (SAP, data warehouse, custom . . .) XML Web Services
    23. 23. Business Intelligence Collaboration Search Portal Business Forms Content Management Server-based Excel spreadsheets and data visualization, Report Center, BI Web Parts, KPIs/Dashboards Integrated document management, records management, and Web content management with policies and workflow Rich and Web forms based front-ends, LOB actions, enterprise SSO Docs/tasks/calendars, blogs, wikis, e-mail integration, project management “lite”, Outlook integration, offline docs/lists Enterprise scalability, contextual relevance, rich people and business data search Enterprise Portal template, Site Directory, My Sites, social networking, privacy control MOSS 2007 Feature Areas Platform Services Workspaces, Mgmt, Security, Storage, Topology, Site Model
    24. 24. Operating System Services Database Services Search Services Workflow Services ASP.NET: Web Parts, Personalization, Master Pages, Service Provider Framework, Security, etc. Applications & Services Collaboration Doc Collab, Wikis Discussions, Blogs Contacts/Cals/Tasks E-Mail Integration Outlook Integration Project Mgmt “Lite” Offline Lists/Docs Content Mgmt Authoring Workflow Web Publishing Document Mgmt Records Mgmt Policies Multi-Language Portal Intranet Template News, Site Dir My Sites People Finding Social Networking Privacy Search Search Center Relevance Biz Data Search Metadata Customizable UX Extensibility Biz Processes Rich/Web Forms Self-Service Forms Real-time Data Val. LOB Integration LOB Actions Pluggable SSO BI Excel Services Report Center Dashboards/KPIs Biz Data WPs Biz Data in Lists SQL RS/AS Integ. Platform Services Storage Repository Metadata Versioning Backup/Recycle Bin Indexing/Search Security vServer Policies Pluggable AuthN Folder/Item Level Rights Trimmed UI Management Admin UX Delegation Provisioning Monitoring Deployment Migration Config Mgmt Farm Services Feature Policy Extranet Support Site Model Templates Rendering Navigation Consistent UX Extensibility Forms/Fields OM and SOAP Event Handlers Migration APIs Shared Services (User Profiles, Audiences, Indexing+/Search+, Business Data Catalog, Single Sign-on, Usage Analytics) Pre-release software, subject to change MOSS 2007 Functional Architecture
    25. 25. Oracle’s EIM Strategy
    26. 26. Oracle Fusion Middleware
    27. 27. Fusion Components <ul><li>Application Grid </li></ul><ul><li>Application Server </li></ul><ul><li>Business Intelligence </li></ul><ul><li>Business Process Management </li></ul><ul><li>Collaboration </li></ul><ul><li>Content Management </li></ul><ul><li>Data Integration </li></ul><ul><li>Developer Tools </li></ul><ul><li>Event-Driven Architecture </li></ul><ul><li>Identity Management </li></ul><ul><li>In-Memory Data Grid </li></ul><ul><li>Middleware for Fast-Growing Companies </li></ul><ul><li>Oracle Communications Service Delivery </li></ul><ul><li>Oracle Fusion Middleware for Applications </li></ul><ul><li>Portal, User Interaction, and Enterprise 2.0 </li></ul><ul><li>Service-Oriented Architecture </li></ul><ul><li>SOA Governance </li></ul><ul><li>Transaction Processing </li></ul>
    28. 28. Getting Started with an EIM Solution
    29. 29. <ul><li>Any EIM project requires key elements to be successful. All elements must exist, however the depth of each may vary depending on many variables such as the size of the organization, the complexity of the technology, etc. Perficient views the following items as necessary steps to a successful project: </li></ul><ul><li>Vision : Fundamentally, a successful program should start with a vision. </li></ul><ul><li>Strategy : The strategy is a plan to successfully achieve the end state vision . </li></ul><ul><li>Roadmap : The roadmap is a release schedule or the sequencing of related initiatives. </li></ul><ul><li>Foundation : The term foundation means anything that is foundational to the overall success of the program . </li></ul><ul><li>Projects : Initiatives defined by the strategy and roadmap are realized through project execution. </li></ul><ul><li>Pilot : A project used as a testing ground for foundational concepts and learned skills. </li></ul>Approaching the EIM Project Successful Implementation Technology Adoption Organizational Change Management Technology Functions Business Process User Interactions
    30. 30. EIM Assessment <ul><li>An EIM Assessment helps organizations understand </li></ul><ul><ul><li>What information exists in the organization </li></ul></ul><ul><ul><li>How is the information used in decision making </li></ul></ul><ul><ul><li>What is missing that could optimize and accelerate the process </li></ul></ul><ul><li>Creating an Information Inventory </li></ul><ul><ul><li>Sources - where is the information stored </li></ul></ul><ul><ul><li>Types - what type of information is required </li></ul></ul><ul><ul><li>Access - how do users access the information </li></ul></ul><ul><ul><li>Use – how do users use the information </li></ul></ul><ul><ul><li>Delivery - how will the information be delivered to the decision makers </li></ul></ul><ul><ul><li>Audience - who creates, accesses and uses the information </li></ul></ul><ul><ul><li>Process - what is the business process for creating, managing and using the information </li></ul></ul>
    31. 31. THANK YOU! <ul><li>Alan Weintraub </li></ul><ul><li>Principal, ECM Solutions </li></ul><ul><li>Perficient </li></ul><ul><li>Phone: ( 484)713-6639 </li></ul><ul><li>Email: [email_address] </li></ul>Key Contacts:

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