sap business plan template

SAP Cutover Plan Template

We humans don’t like to plan.

Even less do we want to think of planning when it’s summer.

Vacation plans, barbequing with the neighbors, where to go for a swim …

… all make for much better conversation topics than planning for the future.

That being said:

“It’s only August, do we really need to discuss cut-over yet?”

My clients never were too excited when I got them to think about the upcoming go-live and suggested we start planning the cutover — when it was only August and go-live was scheduled for January.

But fast forward 5 months, with go-live behind us, they were happy.

My clients and the IT team were grateful for the system migration being completed so smoothly.

They didn’t have to cancel their trips to the Maldives, the Bahamas, to France or whatever remote place they took their families.

I handled two large-scale SAP rollouts per year!

And we were always on time, every time (and within budget).

When I committed to, let’s say, 2-January as out go-live date, I kept my word.

Go-Live issues? 

I can’t think of any more severe problems than things like a missing G/L account, a missing material number or a user parameter that we forgot to set.

Those were all tiny issues that could be fixed in minutes.

What was my ‘secret’ for my successful SAP rollouts?

The answer:

Start with your cut-over planning activities when you think it’s almost too early.

Why you should begin cut-over planning very early

• The purpose of SAP cutover planning isn’t just to create a spreadsheet with the steps. It’s also (and maybe most importantly) about creating awareness for the system transition inside the organization and making sure everybody fully understands their role and task. This requires a lot of conversations, coaching and follow-up with team members, which naturally takes more time than one might think.
• In most SAP projects, the cutover is carried out over the change of years with a go-live beginning of January. This scenario has the big advantage that it drastically simplifies the migration (for FI, we only need to migrate account balances and – generally – no individual line items). You don’t want to start cutover planning towards the end of the year, because this is typically a very busy period for the finance and business teams.
• The more eyes can look over your cutover plan, the more feedback you can collect and the greater the chance of errors or gaps being detected early – before the cutover plan is used for the actual go-live. Start your planning activities early and have your team look over the cutover plan.

Just start building the first draft and gradually refine the cutover plan as you are getting closer to go-live.

Getting started is the hardest part

When you start building your cut-over plan, the task will feel like an incredible mountain to climb and you naturally have a ton of questions:

• What steps need to be performed?
• In what order?
• Who needs to take care of each step?
• What’s the right level of detail for the plan?
• What could go wrong?
• How can we prepare for the cutover and go-live?

It gets more complex when you are dealing with multiple legal entities, i.e. more than one company code that you need to bring onto the new SAP S/4 system.

Not only do you have n times more data to migrate. You also have to coordinate with an additional group of people, making the SAP cutover way more challenging.

Whenever I’m faced with a complex undertaking such as planning an SAP go-live, I always start building a spreadsheet with a structure that enables me to collect the information and based on that I can create a plan.

That’s how the SAP Cutover Plan Template came into being 😀

I built it during my first SAP implementation (we were rolling out SAP ECC 6.0 back then) and I have continuously adapted and improved it.

Want to see my template?

Here you go:

My SAP Cutover Plan Template

• The template assumes a 3-tier system landscape: A development system, a quality assurance/testing system and a production instance
• The template supports parallel go-lives of several legal entities (company codes)

The template includes the following Columns (enables you to track this information):

Step number.

Each step in the cutover plan gets a unique number. Using unique step IDs not only helps to avoid misunderstandings when you discuss cutover tasks with your team. Using step numbers you can also define dependencies, that is steps that require the completion of other cut-over / migration activities.

Use this column to group cutover activities by business process (which is somewhat related to the SAP module). For instance, you list all cut-over steps to be performed within Finance and Accounting, Purchasing, Materials Management, Logistics, Sales and so on.

Here you further categorize the cutover step. If it is a migration activity, you enter the migration object being processed at this step, for example Purchase Orders, FI open items, Material, Cost Centers etc. If it is a general, non-migration step such as setup of IT infrastructure, you enter the item category the step is concerned with. For example, you enter ‘Printers’ if this step involves connecting your printers to the new S/4HANA instance.

Here you specify the step in the cut-over plan. You can see a few examples of what I’ve entered below:

Provide user-role mapping for go-live Setup Fiori services for PRD system Prepare upload file for open purchase orders to be migrated Upload open POs to production system

Start date and Finish date

When does the activity start and by when must it be completed?

Predecessors

Which activities must be completed successfully before the concerned step can be initiated? Enter the step ID of any predecessor activities.

Responsible

The person in charge of performing the particular step.

Accountable

Who is ultimately accountable for completing the given activity? If unsure, enter the supervisor’s name of the team member in charge of the step.

Assistance provided by

Any colleagues who will support the task owner in completing the given cutover step.

Track the activity status. Is it open, in work or done?

The system the activity is performed in. This could be the new S/4HANA system, the customer’s legacy system, some other application that has to be linked to the new S/4 system or that data has to be downloaded from.

Buy the SAP Cutover Plan Template

• Used in dozens of large-scale SAP ECC & S/4HANA rollouts (all on schedule and in budget)
• Plan & track all migration and cutover activities in a SINGLE sheet
• Can easily be customized to your needs
• With sample entries
• Microsoft Excel file (no password lock, no restrictions)
• 30 day money-back guarantee if you are not satisfied

Hi, I'm Adrian

Hi, I’m Adrian Neumeyer, founder and CEO of Tactical Project Manager. I have been working as a Senior IT Project Manager for the past ten years. Today my focus is to help people who manage projects — people like you! — by providing practical tips and time-saving tools.  Connect with me on LinkedIn .

Business Blueprint in SAP (Template)

What is Business Blueprint in SAP?

The SAP Blueprint is a detailed description of a company’s business processes and system requirements. It is a key implementation document. The SAP Blueprint document shows all the important configuration setting to adapt the ERP to company needs.

A well-defined SAP Blue print acts as a foundation for successful implementation of the SAP system. It includes numbers of activities, events, milestones, and deliverable.

Why SAP Blueprint Document?

Consider the case of Norther Territory Government. It implemented SAP to handle its Asset Management System. The original cost was 7.2 million dollars by the actual cost escalated to $70 million. The solution was only 11% fit to purpose and would cost an additional $120 million to fix. Hence, planning the ERP implementation is very important.

The SAP Business BluePrint (BBP) focuses on understanding, authenticating and documenting project scope, specifications. SAP Blueprint document template also helps to define its objective conceptually and practically.

Using this methodology, you can create a questionnaire for the system users. You can circulate these to business process & owners. They will fill the questionnaire and return to consultants. This process helps the consultants to understand how business is done and how they can implement the best processes by implementing SAP.

In this process, the entire set of discussions act as a base for SAP implementation. Here, all the details which are mapped related to the business processes should reflect in the documentation file. The success of this phase is largely determined with an effective closure at this point.

Therefore, implementation team should include these activities when finalizing the business process for configuration.

How to Create SAP Blueprint Template/Document

Here is step by step process to create a SAP Blueprint Template/Document

Step 1) Develop a Process Inventory

It is a first step for making an inventory of all types of processes. This step may help you to start thinking regarding process orders. Here, you can plan how you can implement your current system. In this stage, you also need to Identify development needs for a custom form, report, enchantment or workflow.

Step 2) Create a foundation for building Business Blueprint

This stage helps to develop the scope of SAP project. Here, you need to create a plan before beginning working on a new software system. Gather system Security authorizations and enterprise-wide training requirements. The scope definition document helps you define process boundaries. It also provides some basic information about a given process.

Step 3) Create Blueprint

Creating the blueprint involves understanding where a responsibility changes occur between two departments. The step needs to apply the information by explaining which department or individual is working for which part of the process from beginning to end. Here, you also need to define the Master Data by focusing on key integration points and supporting organizational activities.

Step 4) Estimate Time and Cost

Before setting goals for process its vital to have a baseline measurement. In this phase, you need to determine the cost and time of this process. This step also benefits you to define the parameters that will be used to set improvement targets for your organization.

Step 5) Verify the SAP Blueprint

In this phase, it is essential to get feedback from the appropriate colleagues. This allows you to make sure that your created SAP Business Blueprint document should be able to reflect reality. This stage also allows you to get the support and suggestion from the all the stakeholders.

Step 6) Deploy Improvement Techniques

Follow organized approach for improving business processes by using methods like evaluating value-added activities, removing redundancy, reducing processing time, and using automation whenever you can. This will, helps you to create business value.

Step 7) Develop Internal Controls and Metrics

The next step is to create internal control and metrics which helps you track to track your progress. It also allows creating tools to increase the effectiveness and efficiency for implementing SAP business process.

Step 8) Conduct a Trial Run

It is essential to do the trial run, as it helps you to check the SAP system without the need for larger investment. This step helps you to resolve bugs and make certain that the process works according to your needs.

Step 9) Implement the Changes

In this step of SAP Blueprint, the newly designed process is rolled out. This step allows you to communicate the right information to the right people. Without this step, it is difficult to the have a success.

Step 10) Follow Continuous Improvement

In this last stage, you need to follow continuous improvement concept. This stage is all about the establishing a new approach for implementing business process improvements. However, for that, you need to do a frequent evaluation to ensure to its effectiveness.

Benefits of Business Blueprints

• SAP business Blueprint helps end users to understands what solution could look like
• Offers solid foundation to support organizational change and
• Helps to eliminate the risk of losing market share or reputation
• SAP business blueprint template helps you to define all the critical success factors and key performance indicator
• Provides Project scope on time and budget
• The benefit to implement tested improvement methodology
• SAP BBP template offers better Project delivery
• Review and discuss the current business processes.

Challenges & Solution for SAP Blue print

• SAP business blueprint definition: The SAP business blue print is a detailed description of company’s business processes and system requirements
• The SAP MM Business Blueprint template focuses on understanding, authenticating and documenting project scope, specifications.
• Identify development needs which could result in the need for a form, report, enchantment or workflow.
• BBP Business Blueprint in SAP helps you to define all the critical success factors and key performance indicator
• SAP Blueprinting also helps to eliminate the risk of losing market share or reputation
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Business Planning and Consolidation Software

The SAP Business Planning and Consolidation (SAP BPC) application delivers planning, budgeting, forecasting, and financial consolidation capabilities, so you can easily adjust plans and forecasts, speed up budget and closing cycles, and ensure compliance with financial reporting standards.

• On-premise or cloud deployment
• Integration of SAP and non-SAP data
• Real-time access to data in SAP S/4HANA
• Hybrid deployment with SAP Analytics Cloud
• Versions available for SAP BW/4HANA, SAP NetWeaver, or the Microsoft platform

Key Benefits

Make better decisions.

Base decisions on what-if analyses and scenario planning for better outcomes.

Improve collaboration

Use collaboration tools to improve accountability and planning accuracy.

Increase efficiency

Shrink cycle times, close the books faster, and align your plans with strategic goals.

Key Capabilities

Unified planning and consolidation.

Save time and reduce errors with a single, integrated software solution for business planning and consolidation.

Microsoft Office and Web Reporting

Engage stakeholders across finance and throughout the enterprise with Microsoft Excel, HTML5, and enhanced visualization through SAP Analytics Cloud.

Budgeting and Forecasting

Use what-if modeling and scenario planning to assess budget suitability in real time. You can also build forecast models and quickly update and adjust forecasts as needed.

Built-In Financial Intelligence

Automate aggregations, allocations, and other manual processes to speed up planning cycles, while running what-if scenarios to identify quick course corrections.

Legal and Management Consolidations

Deliver a fast and accurate close by automating the consolidation process. You can meet all financial reporting requirements, including a complete audit trail.

SAP S/4HANA Integration

SAP Business Planning and Consolidation is embedded within SAP S/4HANA on-premise, enabling real time plan to actual analysis and consolidations.

Hybrid Planning with SAP Analytics Cloud

Extend SAP Business Planning and Consolidation with additional visualization, enhanced planning, and predictive capabilities with SAP Analytics Cloud. 

Extend your Planning

Extend your innovative planning and augmented analytics with SAP Analytics Cloud

Why SAP Training?

Start your learning journey.

Find the best training and certification for you and your team using our visual learning guides. Plan your learning journey for SAP BPC to get started quickly.

Access free online courses with openSAP

Experience a flexible, engaging, and open learning environment that is designed to help you optimize your software investment.

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Engage in specialist training anytime, anywhere

Take advantage of specialist training courses for SAP BPC that are available at your convenience, no matter where you are in the world. 

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Technical and security information

Protect your enterprise with built-in security features and add-on solutions from SAP. This product is deployed in the cloud and is available as software as a service (SaaS), so you can access your software from any Web browser.

Installation and setup

Follow the setup instructions so you can start running your SAP software quickly and confidently.

Configuration

Optimize the configuration of an SAP product with our comprehensive configuration guide.

Integration

Find out how you can integrate an SAP product with your existing IT landscape.

Cloud delivery options

Enable a smooth transformation while meeting security and compliance requirements.

Data security

Help protect confidentiality and data integrity.

• Learn how to secure your intelligent enterprise
• Explore our cloud options

Business process security

Support compliance with regulatory requirements.

• Explore security products from SAP

Risk and threat mitigation

Drive continuous improvement across your operations.

• Report a security issue

Jump-start your implementation and drive ROI by collaborating with industry experts, consultants, and support engineers throughout your journey.

Transform your business quickly and effectively by taking advantage of our holistic service and support plans, expert consulting services, custom application development, proven best practices, and deep industry and technical knowledge.

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Read about…

Production planning overview in sap erp, defining enterprise structure in sap erp, material master overview in sap erp, everything to know about purchase requisition, everything to know about purchase order processing, usage of quality inspections in sap and other erp systems, understanding cash journal process in sap, finance organizational structure in sap, everything you must know on asset accounting, erp cloud analytics – benefits and challenges, asap methodology and business one templates.

Accelerated SAP methodology is a proven, repeatable and successful approach to implementing SAP solutions across industries and customer environments.

It provides content, tools, and expertise from numerous implementations. The “SAP Business One Accelerated Implementation Program” has been developed specifically to support the implementation of SAP Business One in small and midsize enterprises. This implementation guide will use the ASAP framework as a guideline for SAP Business One implementations and apply ASAP concepts and information were beneficial.

ASAP Business One Templates contains templates on BMPL, Business Blue Print, Change Management Communication guide, Cutover Checklist, Go-Live Checklist, Handover from sales checklist, Issue log, Meeting Agenda Template, Meeting minutes template, Post Go-Live Questionaire, Project Kick-off Presentation, Project Phase Sign-Off, Project Plan, Request for change, Risk assessment, Software Delivery Receipt, Test case template, Test Strategy Guide and Training Plan.

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[Updated 2023] Top 10 SAP PPT Templates for Innovative Business Managers

Yoshika Chhabra

With the increment in technologies, the business process has caught up with the incredible operating speed. However, these technologies have eased the way of getting things done but have also increased complexity at some points. Whether it is small or big, almost every company has started using an enterprise resource planning system to manage their business effectively. But to manage the business process more effectively, new technology came into play: SAP (System Application and Products in Data Processing ).

SAP is an enterprise software company that provides business solutions to companies. It has more than 335,000 customers worldwide. SAP helps enterprises improve their overall performance through real-time analysis of information about their businesses. SAP also provides a Software as a service (SaaS) platform, allowing users to manage their business's critical components. The SaaS platform offered by SAP is known as SAP HANA.

The main aim of SAP is to provide the best possible business solution to enterprises to improve their performance and grow their businesses. SAP has been providing its services for more than 45 years and has helped the enterprises grow better. SAP is a market leader in enterprise software and provides solutions to the biggest companies in the world. It has a wide range of products and services that helps enterprises to improve their business processes. SAP is also the market leader in cloud-based business solutions.

How can SAP templates help businesses in managing processes more effectively?

As a business process software, the SAP manages and automates critical business processes. It integrates with other enterprise software applications to provide a comprehensive business view. It also enables businesses to react quickly to market changes and exploit new opportunities. It is used by organizations of all sizes, in all industries, and all geographies. It has three primary lines of business: SAP Business Information Warehouse (BIW), SAP BusinessObjects, SAP Solution Manager.

Implementing SAP into a business requires appropriate knowledge of the subject, and the following templates will help you grasp the SAP concept deeply. So let's have a walkthrough of some creative SAP templates.

SAP Analytics Cloud SAC is a comprehensive business intelligence BI and predictive analytics service offered by SAP. Here is a competently designed SAP Analytics Cloud module. It will help business organizations develop an actionable strategy for deploying SAP Analytics Cloud, a software as a service SaaS, to improve decision-making capabilities and accelerate business growth. The deck includes an organization's business profile, which includes its vision, mission, employee count, and global presence. Dashboards for income forecasting, sales analysis, and HR department reporting are also included. Download it instantly.

Download this template

Template 2 

SAP is an ERP solution for managing complex business processes. It is primarily used for back-office functions in a variety of industries, including finance, distribution, and logistics. SAP's main goal is to increase enterprise productivity, and lower information technology (IT) costs by integrating processes across an entire organization or across multiple organizations. Business Processes, Analytics, Mobile Technologies, and Cloud Computing are key areas that the company considers when designing the solution to help deliver better results for customers. SAP is a powerful and versatile piece of software that can help your company grow. The Slide Team templates are ideal for getting started with SAP. These templates will help you understand SAP goals and opportunities in general. Download as soon as possible.

SAP Enterprise Resource Planning (also known as SAP ERP system) is an important part of the SAP Business Suite. This solution combines various important organizational functionalities into an information system. SAP Framework allows you to create and monitor interfaces, as well as handle errors, all within a single framework that resides in your SAP back-end system. You don't have to spend hours researching this topic; we did all of the legwork and put together some fantastic slides that anyone can use. Click the link below and download it now!

The process in our PPT Template helps businesses handle and receive customer orders, including planning and shipping items to customers and processing payments. In essence, the O2C process is the receipt and management of customer sales orders. Download our content-ready PPT Template and make your entire process a simple cakewalk.

SAP customers who establish a mature SAP Center of Excellence outperform those who do not. This slide supports your contribution to the overall success of the company. SAP Customer, Center Excellence, Roadmap, Certifications, and so on are all part of it. Showcase your entire portfolio of work to attract more and more clients and take your business to the next level. Download it right now!

  Before moving forward, implementing this particular method of managing your business must be identified as appropriate to provide you with an appropriate Return on Investment (ROI). Here are five reasons you should seriously consider SAP ERP:

• The standard module for financial accounting and controlling in SAP is "FI." It gives you the ability to manage your entire financials using one system.
• The manufacturing module in SAP is known as "MM." This unique system enables you to manage material, production orders, etc., providing various tools for knowledge processing and controlling.
• The human resources module in SAP is known as "HR." SAP HR allows you to manage employee data and processes such as staffing, compensation and benefits, training and development, performance appraisals, etc.
• The logistics module in SAP is known as "WM." This integrated module provides you with the ability to track and manage inventory, shipping and receiving processes, and warehouse management.
• The sales module in SAP is known as "SD." This module enables you to manage your entire sales process, from quotes to orders, deliveries, etc., so that everything runs smoothly, with no lag times or bottlenecks.

Learn more about the usefulness of SAP through SlideTeam's creative PowerPoint templates based entirely on SAP technology. We will help you to understand each concept deeply with our SAP PPTs. Do not waste time thinking and start today by clicking on the link or image below.

SAP is a comprehensive software solution that offers a wide range of benefits for businesses of all sizes. Some of the key benefits of SAP include Increased Efficiency and Productivity, Improved Collaboration, Extended Reach, Increased Agility, Enhanced Security. These are the center of excellence for SAP. Slide Team'sTeam's SAP PPTs will help you understand the SAP center of excellence in a better way. We have a variety of presentations for managers, employees, and HR professionals that are easy to follow and understand. You can also download our templates for your use.

SAP has a well-defined strategy and structure that helps it stay competitive and grow its business. SAP also has a clear organizational structure, with five main business units: Applications, Platforms, Technology & Services, Consulting, and Sales.

Slide Team is the best place to find your perfect strategy role out. We have a wide range of PPTs to help you understand everything about SAP project management and strategy structure. You can also find out what we do, why we're great, and how we connect with our customers. Our templates are easy-to-use, intuitive, and customizable with just a few clicks. Download these SAP PPTs now and make the best use of them.

There are five key areas you should focus on to enhance the SAP experience for your users:

• Finance:  One of the most critical considerations is data accuracy regarding financing. SAP helps to make sure that the data in SAP is consistent with the data in your other systems.
• Controlling:  To effectively manage your business, you'll need to be able to track performance and trends. It means that the information in SAP needs to be consistent and up-to-date, and you should have the ability to create ad hoc reports.
• Sales and Distribution:  If your business is looking for new ways to streamline and improve sales and distribution processes, then adding functionality such as electronic data exchange (EDI), which allows trade partners to exchange orders, invoices, and other business documents electronically, can be a big help.
• Human Resources:  One of the most important considerations is compliance with government regulations regarding human resources, and the SAP system is configured to meet the relevant regulations.
• Project Management:  If your business relies on project management, then SAP supports your project management processes. It might include resource planning and tracking, budgeting and cost control, and earned value analysis.

Slide Team's templates will help you understand everything about these areas to enhance the SAP experience. You'll be able to create presentations that are easy-to-understand and engaging for your audience. With our templates, it's easier than ever before to create powerful presentations that engage your audience. Our templates can help ensure everyone is on the same page when it comes time for the implementation or rollout of new software updates. Download one of Slide Team's PPTs now.

Template 10

SAP is one of the biggest providers of enterprise applications on the market. The core product of SAP AG, headquartered in Walldorf, Germany, is Enterprise Resource Planning (ERP) systems. It means that SAP helps customers with all related business processes like purchasing finished goods or raw materials, sales and distribution, controlling, financial accounting, human resources, and payroll.

SAP is a huge topic. It's hard to know where to start when you want to learn more about it. That's why we created Slide Team templates for SAP PPTs – so that you can easily understand the steps involved in developing your knowledge of SAP and how best to go about doing it. You don't have time for complicated manuals or textbooks, but our slides are easy-to-understand and will help you get up and running with SAP quickly. Click below now to check out our templates today.

FAQs on SAP

What is sap.

SAP is an acronym that stands for Systems Applications and Products in Data Processing. SAP is both the name of the ERP (Enterprise Resource Planning) software and the name of the company. SAP Software is a multinational corporation headquartered in Germany that was founded in 1972 by Wellenreuther, Hopp, Hector, Plattner, and Tschira. They create software to manage business operations and customer relationships.

What is SAP used for?

SAP software provides multiple business functions with a single view of the truth by centralizing data management. This enables businesses to better manage complex business processes by providing employees from various departments with easy access to real-time insights across the enterprise.

Who uses SAP system?

SAP ERP is primarily designed for large corporations in a variety of industries. Companies with household names (for example, BP, Coca-Cola, BASF, Audi, Burger King, and Citrix) almost certainly use SAP's ERP software in some capacity.

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Developing Business Roles Using Templates

After completing this lesson, you will be able to:

• Develop a business role using an SAP business role template

Business Role Templates

SAP does not recommend using business role templates as delivered by SAP because the scope of the business catalogs might conflict with the roles in your company. For this reason, SAP recommends that you only use business role templates for testing and not for generating productive roles. Instead, you need to create a customer copy of the role templates and adjust and tailor them to your specific requirements by choosing only the relevant business catalogs and SAP Fiori apps.

Why business continuity and disaster recovery planning are key to success and  how to get started 

If there’s one lesson unexpected circumstances like natural disasters, sudden sales drops or spikes, and economic changes have imparted, it’s that businesses must be prepared for anything. Challenging times can appear suddenly and managing business means managing change. A moment in time can change the course of the future. Previously, that meant planning ahead for network outages that could leave employees unable to access work-critical applications or boosting security measures to prevent cyberattacks. 

If larger, unprecedented events happen, companies may be forced to quickly reinvent their business models, shift to remote work, or find new ways to operate while trying to minimize disruption. It’s safe to say that these days, business continuity looks and feels a little different and a lot more uncertain. 

The silver lining? Businesses now understand that being predictive and proactive is key to success and that having a detailed business continuity and disaster recovery plan in place is essential. It’s also critical to have technological systems in place to support and enable your company and employees in the face of rapidly changing conditions. 

  Download this whitepaper to get tips on business continuity planning to help you understand how you can disaster-proof your business for the future and a template that you can copy and customize. 

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