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PeopleSoft Can Do That?
November 13, 2013
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Agenda
Emtec Overview
PeopleSoft Update
Reporting
User Experience
Operational Enhancements
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Emtec… ‘Big enough to do the work, small enough to care’
EMTEC THE COMPANY
• Serving clients for over 46 years
• 14 locations, including 8 development centers
• Over 1,000 full-time professionals
• Voted One of the Top 100 Places to Work by Cranes Chicago in 2012
• Our consultants have an average of 14 years of experience. Nearly 45% have advanced certifications
• 73% of our PMs, Architects & Consultants worked at Tier 1 consultancies in a previous life
• $255M IT Services Provider
• Regularly compete & win against larger IT service providers
EMTEC AROUND THE WORLD
US Locations
• Radnor, PA (HQ)
• Atlanta, GA
• Chicago, IL
• Dayton, Ohio
• Freemont, CA
• Jacksonville, FL
• Herndon, VA
• Minneapolis, MN
• Springfield, NJ
• St. Louis, MO
Global Offices
• Toronto, Canada
• Ottawa, Canada
• Pune, India
• Bangalore, India
EMTEC SERVICES AT A GLANCE
• Emtec has completed more than 1,100 Package Application engagements, including:
- 200+ Oracle clients with more than 415 engagements
- 206 EPM / Hyperion & OBIEE clients and 323 engagements
- 186 Microsoft Dynamics and more than 255 projects
• Emtec is a premier provider of SaaS and Emerging technologies
consulting, including 51 Salesforce Clients with more than 75 engagements, Including Sales Cloud, Service Cloud and Custom Cloud
• Emtec has performed more than 6.3M hours of application development and maintenance work ranging from Business Analysis to Product Development
• Emtec has served more than 565 Infrastructure services clients where we have:
- Deployed more than 1.85M servers, personal computers, tablets and mobile devices
- Installed or provided more than 925 exabytes of storage (That’s a whole lot…)
- Triaged more than 30,000 L1 support incidents
- Implemented service management solutions for more than 125 clients
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OFF
ERIN
GS
PR
AC
TIC
E FA
CTS
Emtec’s five practice areas offer focused solutions to help our clients solve complex
business & IT challenges
From up-front strategy & consulting all the way to application, infrastructure & procurement services,
Emtec’s 1,000 professionals are what makes us special, and we invite you to see the difference for yourself.
Consulting Services Package Application
Services (PAS) Cloud Technologies
Application
Development &
Management
Services (ADMS)
Infrastructure
Services
• IT Strategy & Planning
• IT Process Improvement
• IT Performance and
Governance
• Information Management:
− Big Data
− Business Intelligence
− Analytics
• Mobility Solutions
• Program and Project
Management
• Oracle
− Fusion
− EBS
− PeopleSoft
− EPM : Including Hyperion
− OBIEE
• Microsoft
− AX and GP
− BI
− CRM
• SAP
• Functional: HCM, FM, SCM
• Cloud Strategy & Planning
• Salesforce.com Solutions
− Sales Cloud
− Service Cloud
− Marketing Cloud
− Force.com
• Cloud Application
Development
& Technology
• Private Virtual Cloud
• Cloud Applications
• Portfolio Analysis
• Application Advisory
Services
• Product Development
• Custom Application
Development & Maintenance
• Package Application:
Development, Maintenance
& Support
• Mobile solutions
• Quality Assurance & Testing
Services
• Managed Services, Capacity
Management & Staffing
Services
• IT Service Mgmt.
• Data Center
• Business Application
Infrastructure
• End User Computing
• Platforms
• SWAT team of 45 highly
skilled Strategists, Architects
and Consultants
• 10 years of experience and
more than 75 projects
• 180 Specialists, including
Project Managers, Architects,
Consultants and Analysts
• More than 300 ERP & CRM
projects completed
• Expert team of Big Data,
business intelligence and
analytics professionals
• Specialized team of 25
Strategists, Project Managers,
Architects, and Consultants
• More than 90% certified
• 62 Customers & 112
engagements
• Global workforce of nearly 750
associates (approximately 250
associates based in North
America)
• Provided more than 6.3M
hours of application
development and
maintenance services.
• Special expertise in Business
Analysis and Testing (among
other things)
• More than 100 associates
providing data center,
compute, network and storage
related services
• Value Add Reseller providing
full device lifecycle
management services for
more than 30 years
• IT Service Mgmt. BU having
supported more than 70
distinct clients
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OFF
ERIN
GS
CA
PA
BIL
ITIE
S Emtec’s six Oracle practice areas offer focused solutions to help
our clients solve complex business needs using Packaged-Based
applications EPM
Enterprise
Performance
Management
Financial
Management
Human Capital
Management
Fusion Human
Capital
Management
Enterprise
Technology
Oracle Business
Intelligence
• Oracle EPM application
implementations and
upgrades
• Existing application
enhancements and
integration
• Business Process
Design and Review
• Project Management
• Application Support
• Customer Training for
end-users and
Administrators
• Packaged Application
Implementations and
Upgrades
• Business Process
Design and Redesign
• Project Management
• Managed Services
• Application Support
• QA & Testing
• Application Advisory
Services
• Lab-Based Services
• Upgrade Planning
Assessments
• Packaged Application
Implementations and
Upgrades
• Business Process
Design and Redesign
• Project Management
• Managed Services
• Application Support
• QA & Testing
• Application Advisory
Services
• Lab-Based Services
• Upgrade Planning
Assessments
• Cloud / SaaS Based
Implementations and
Upgrades
• Center of Excellence
• Packaged Application
Implementations and
Upgrades
• Business Process
Design and Redesign
• Project Management
• Managed Services
• Application Support
• QA & Testing
• Application Advisory
Services
• Implementation and
Upgrade Services
• Packaged Application
Development,
Maintenance and
Support
• Managed Services
• Packaged Application
Sizing, Infrastructure,
Hardware Planning,
Installation and Support
• Database Administration
• Application
Administration
• Performance Tuning
• Enterprise Reporting:
Dashboards, Key
Performance
Indications, Reports
• OBIEE Platform
• OBIA
• OLAP Analytics
• Real-Time Analytics
• Ad-Hoc Analysis
• Scorecards
• Proactive Intelligence
Delivery and Alerts
• Mobile BI
Packaged Applications
• Hyperion Planning
and its modules
• HFM (Hyperion
Financial
Management) and its
modules
• Essbase
• FDQM (Financial
Data Quality
Management)
• Data Relationship
Management (DRM)
• Hyperion Reporting
Tools
Packaged Applications
• PeopleSoft
• EBS
• Fusion
Business Process
• General Ledger
• Procure to Pay
• Credit to Cash
• Asset Management
• Projects & Contracts
• Financial Analysis &
Reporting
• Plan to Procure
Packaged Applications
• PeopleSoft
• EBS
Business Process
• Hire to Retire
• Payroll Processing
• Workforce
Management
• Talent Management
• Workforce Service
Delivery
• Time & Labor
Packaged Applications
• Fusion HCM
Business Process
• Hire to Retire
• Global Payroll
• Workforce
Management
• Talent Management
• Workforce Service
Delivery
• Time & Labor
• Benefits
Packaged Applications
• PeopleSoft
• EBS
• Fusion
Packaged Applications
• PeopleSoft Financials
and HCM
• EBS Financials and
HCM
• Fusion Financials and
HCM
• SAP Financials
• JD Edwards
Financials
• Siebel
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From an Emtec perspective, there are four primary service
delivery models for our Clients to consider
Insource
(aka Do it Yourself) Staff Augmentation
Project / Co-Source
(aka Capacity
Services)
Outsource/Managed
Services
Serv
ice
Deli
very
Mo
de
l
Overa
ll
Descri
pti
on
• Internal control to establish
protection of intellectual
property, privacy and enhanced
strategic reaction
• Lower costs, yet maintaining
responsibility for application
support and maintenance
activities
• External cost structures benefits
are rendered while maintaining
suitable control by client.
• All IT
Services/Programs/Projects are
transitioned to external
organization specializing in the
core skill for a project, program
or IT service.
Pri
mary
Ben
efi
ts
• Not applicable
• Assurance that all intellectual
property and privacy is
maintained and ability to
enhance strategic reaction
• Labor Arbitrage (LOW)
• Supply low-cost labor near-shore
or offshore, creating an
extension of internal IT
• Instill resources available for
defined projects and/or to
manage discrete systems (i.e.
Legacy applications) Labor
Arbitrage (MED)
• Program Management Included
• Supplier Process & Methods
• Open resources for strategic
work
• Influence Outcomes
• Joint Accountability
• High labor arbitrage
• YoY efficiency improvements
• Predictable pricing
• Program Reporting & Metrics
• Supplier Process, Metrics &
Tools
• Accountable for Outcomes
• Demand & Service Management
• Integrated delivery Model
Ris
k v
. R
ew
ard
• Full Client Ownership • Client Owned & Directed
• Emtec provides qualified
resources with agreed
timeframes
• Collaboration with client.
• Client owns deliverables and
bears risk
• Emtec responsible for quality of
our scope of work
• Collaboration with client.
• Emtec owns deliverables and
bears risk
• Application and/or System
performance SLAs
Sam
ple
SL
As
• N/A • Quality Resources
• Resource turnaround times
• Delivery Quality
• Quality of Resources
• Resource turnaround times
• Milestone and/or Functional
Responsibility
• Application Performance
• Estimation Accuracy
• System Performance
• Delivery Quality
• Quality of Resources
• Resource turnaround times
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PEOPLESOFT UPDATE
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PeopleSoft 9.1
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PeopleSoft 9.2
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PeopleSoft 9.2
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PeopleSoft Roadmap
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Oracle’s Upgrade Themes
• Simplicity
– New interaction and navigation concepts
• Activity Guides, Train Stops, Related Actions, Embedded Help
– Greater user focus on primary daily job function
– Less need for training and help desk inquiry
• Productivity
– New capabilities and functionality
• WorkCenters enabling power users to focus
• Combining transactions, analytics, workflow, and reports
– Feature-rich, flexible, role-based user experience
• Lower Total Cost of Ownership
– Eliminating costly customizations
• Further planned enhancements
• Expanded integrations
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PeopleSoft 9.2 Upgrade Paths
• Release 9.2
– Direct upgrade path to 9.2
• Financials from 8.9, 9.0 and 9.1
• HCM 9.0 and 9.1 – Not 8.9
– Focus on making PeopleSoft:
• More Intuitive for end users via Activity Guides / Train Stops
• Access to Actionable Information via Pivot Grids
• Increased User Effectiveness with WorkCenters
• Enable your mobile workforce
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PeopleSoft
Pivot Grid REPORTING
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PeopleSoft Pivot Grid
• Overview
– Similar to Pivot Tables in Excel
– Advanced reporting technology that enables users to visually
display data
– Performs operations such as pivoting and filtering
– Uses data sources like PeopleSoft Query
– Can view data in 3 different visualizations:
• Grid only
• Chart only
• Grid and chart
– Chart and grid are synchronized
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Display Components
• Grid Display Component
– Based on existing PS analytic grid
• Has 3 axes—row, column, and filter
– Enables multilevel display and drag-and-drop operation
• Chart Display Component
– Grid and chart display option
• Pivot Grid uses the result set that was retrieved while populating
the grid for chart display
– Chart only display option
• Users can drill down on the chart by clicking the data points of the
chart to display details
• Drill out option is available as a locator link at the top of the chart.
Clicking the drill out link restores the chart to its earlier state
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PeopleSoft
Business Intelligence Publisher REPORTING
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Business Intelligence (BI) Publisher
18
• Overview
– Also known as XML Publisher
– New reporting platform standardized across all PeopleSoft
applications (i.e. Fusion, Hyperion)
– Reporting solution to manage and deliver reports
– Enables users to view reports online
– Design and create report layout templates with the more
common desktop applications
– Single template can generate reports in many formats (PDF,
RTF, Excel, HTML) and in many languages
– Approach reduces report maintenance, templates, and
translations
– Allows document and template branding
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BI Publisher Benefits
• Lower report and form generation development costs
• Eliminate the need to reverse engineer government
forms into Crystal or SQR
• Separation of report data (logic) from report format
• Re-use report data into multiple formats
• Ability for end users to create report layouts from
familiar desktop applications
• Integrated data extracted from PS Query
• Templates can be branded or content can be
modified to fit an organization’s needs
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BI Publisher Branding Examples
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BI Publisher Samples
• Management Reports
– Chart with summary
functions and table with
detail records
• Operational reports
– Re-grouping, conditional
highlighting, summary
calculations, running
page totals
• Bill of Lading
– High fidelity, using tables
and barcode fonts
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PeopleSoft
Connected Query REPORTING
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Connected Query
• Connected Query enables you to create a single XML file based on a set of queries with parent-child relationships
• User create a set of linked simple queries to collect data from multiple tables instead of creating a complicated query with multiple equal, outer joins, and grouping conditions
• When two or more SQL statements are linked with left outer join to the same query.
• Connected Query enables you to collect data similar to query performing left outer joins. In contrast to query, Connected Query enables you to link multiple queries to a single parent query.
• As a tool in the process of replacing Crystal reports (that use subreports) with XML Publisher reports.
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PeopleSoft
Related Content USER EXPERIENCE
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Related Content
• Linking application pages with collaborative, analytical, and informational content
– Essentially extra information related to a transaction
– Discussions, Links (intra-portal or external), Tags
• Related Action
– Ties additional actions to transactions
• Modal window – no need to leave transaction page
– Appears as red glyph in designated field
• Related Content Benefits
– Eliminates customizations
– Open Framework
• Customers develop services
– Interactive
– Secure
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Related Content – HCM examples
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Related Content – Future Enhancements
• PeopleSoft 9.2 enhancements to Related Content
– Embedded operational metrics
• Order fulfillment effectiveness
• Average time to pick/pack/ship
– Contracts
• Bill Plans
• Revenue Plans
• Contract Terms
– Inventory analytics
• Incorporated anywhere as Related Content
• Related Actions on Pivot Grids in 9.2
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PeopleSoft
Pagelets USER EXPERIENCE
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Pagelet Information
• User-defined independent component on a PS page
• Types of Pagelets – Homepage Pagelets
• 2 or 3 column view on user’s homepage
• Some options – wide and narrow versions of pagelets
– Workspace Pagelets • Used for members of collaborative workspaces
– Virtual team room
– Used for projects
– Template Pagelets • Added to a PeopleSoft template
• Portal template – organization and layout of pagelets on portal – Multiple template Pagelets make up a portal template
• Personalization – Dragging and dropping under Personalize Layout page
– 2 or 3 columns, with as many pagelets as user desires
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Pagelet Example – Homepage Pagelets
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Pagelet Example – HCM Pagelets
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• PeopleSoft 9.2 Pagelet enhancements
– Standard Delivered Pagelets
• My Work
• My Links
• Queries
• Reports & Processes
– Staffing
• Rapid action staffing
– With Related Actions, modal window capability
Pagelets – Future Enhancements
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PeopleSoft
WorkCenters USER EXPERIENCE
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WorkCenter Pages
34
• User portals for specific roles; role-based homepage
– Homepage – User customized
– WorkCenter – pre-built homepage
• Menu in one column, work space in another column
• Streamlined user interface that reduces the need for
navigation
– Increased productivity – centralized daily work organization
• Available as part of PeopleTools
• Built on templates, similar to portal products
• Incorporates Related Content and Pagelets
– Use template or homepage Pagelets
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WorkCenter Pages - Benefits
• One location
– Consolidated delivery of actionable info
– Less navigation, fewer open windows
• Interruption mitigation
– All PeopleSoft work saved on one page
– Less work lost upon interruption of a task
– Increased efficiency in switching tasks
• Within and outside of PeopleSoft
• Complete picture view
– View transactions throughout entire process
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WorkCenter Pages - Samples
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WorkCenters – Future Enhancements
• PeopleSoft 9.2 WorkCenter enhancements
– Four standard delivered pagelets
• My Work, My Links, Queries, Reports & Processes
– Pre-configured by user roles – Payables
– Billing
– Receivables
– General Ledger
– Supply and Demand
– Staffing
– Contracts
– Grants
– Projects
– Supplier Admin
– SRM Buyer Admin
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Embedded Help Overview
• Select information icon on group boxes, grids, or scroll areas
• Helps explain how to complete a specific task or transaction
• Message appears in modal window that can be moved
around page
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PeopleSoft
Approval Framework ENHANCEMENTS
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Approval Framework
• Also known as the Approval Workflow Engine (AWE)
• Configurable Workflow
– Setup for approvals, rules and routings maintained online
– Enables Email based approvals
• Enhancements
– Functionality extended to new modules
– Approval through Outlook email – some mobile support
– Configured online, rather than in App Designer
– Approval Monitor – tracks document throughout process
– Setup workflow by Business Units
– Approval at Header or Line level, rather than by accounting field
– User-defined approval hierarchy; dynamic roles list
– Easily configurable Timeout Options
– Ad Hoc reviewers and approvers
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Example – PS Monitor Email HTML Approval
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• Financial Transactions
– Requisitions
– Purchase Orders
– Journals
• HCM Transactions
– Absence Management
– Delegation
– Person Profiles
– Job Offer/Opening Process
– Performance Management
– Promotion Transactions
– TL Reported Time / TL Payable Time
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Forms and
Approval Builder ENHANCEMENTS
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Forms and Approval Builder
• Configurable tool to create forms and specify approval
process to follow
• Eliminates paper and email-based approvals
• PeopleSoft forms are:
– Auditable
– Electronically Approvable
– Immediately Accessible
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PeopleSoft
Testing Framework ENHANCEMENTS
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PeopleSoft Testing Framework
• Overview
– Record and playback tool
– Automates tasks within the PeopleSoft application
– Included in Tools 8.51
– Replicates actions of a single user executing functional
tests against the PeopleSoft application
– Users record manual test procedures and save them
within the framework
– Stored in database as App Designer Objects
– Assists with Change Impact Analysis
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PTF Benefits and Limitations
• Benefits
– Automates testing to increase efficiency and accuracy
– Ensures coverage of functionality
– Reduces testing time and resources
– Easily migrate test assets between environments
– No additional software costs
• Limitations
– Unable to validate image appearance, position of data and online objects
– Not a load testing tool
– Lacks certain user functions, like drag and drop
– Recognize/validate objects in 3rd party applications
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• Standalone program that runs on a Windows workstation
• Connects to the PS application database using a secure HTTPS connection through Integration Broker Web Services
• Connects to the PS application that is to be tested through a IE browser session
PTF Architecture
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PTF Explorer
• Access to PTF Test Assets
–Tests
–Test Cases
–Libraries
–Logs
• Tree Structure
• Used to create/delete tests and folders, copy and move tests, and open test assets
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PTF Test Editor
• Record and edit test scripts
• Add, copy and delete test steps
• Create and edit test cases
• View both test and test case in a single window
• Debug tests
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Leverage PTF in your next project
• Identify and plan PTF usage early
–Will take time to migrate scripts to PTF
• Train end-users and development staff on how to
utilize PTF record and playback features
• Focus on key business processes first
• Make sure test cases ready for Unit Testing and
System Testing
–Provides opportunity to “test” testing framework
prior to UAT
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When to use PTF
• New Implementation projects
• Limited/No existing testing documentation
• Limited functional resources to participate in
testing
• Highly customized environment
• Significant ongoing development projects
• Routinely deploying patches and fixes
• Committed to PS Platform
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PTF Best Practices
• Consistent Naming Conventions
– Be descriptive by including module, priority, and project name in description
• Record test whenever possible
– Record every testing step to be more accurate than manually constructing through Test Editor
• Clean Up Tests
– Review tests to remove unnecessary steps in process
• Use Process Object Types
– Eliminates need for steps in run processes
• Dynamic Tests
– Reserved words, variables, conditional logic
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PTF in Action
• Demo
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Questions?