{"id":55910,"date":"2025-03-31T23:35:13","date_gmt":"2025-03-31T23:35:13","guid":{"rendered":"https:\/\/kanboapp.com\/teams\/management-teams\/empowering-pharmaceutical-managers-transitioning-from-why-to-how-with-kanbo-for-strategic-execution\/"},"modified":"2025-03-31T23:35:13","modified_gmt":"2025-03-31T23:35:13","slug":"empowering-pharmaceutical-managers-transitioning-from-why-to-how-with-kanbo-for-strategic-execution","status":"publish","type":"page","link":"https:\/\/kanboapp.com\/en\/teams\/management-teams\/empowering-pharmaceutical-managers-transitioning-from-why-to-how-with-kanbo-for-strategic-execution\/","title":{"rendered":"Empowering Pharmaceutical Managers: Transitioning from Why to How with KanBo for Strategic Execution"},"content":{"rendered":"<style> @media(min-width:1728px) { .tytulek{font-size:34px!important;max-width: 1200px!important;} .sekcja-tekst { margin-left: 40px!important; margin-right: 40px!important;} .artykul{margin-bottom:120px!important; 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margin-top:80px; margin-bottom:80px; } .jazda-nowsza { position:sticky!important; top: 120px; overflow: auto; max-height: 85vh; }  .fobrazek { margin-bottom: -40px!important; } .sekcja5-przycisk a:hover { background: linear-gradient(0deg, rgba(0, 0, 0, 0.15), rgba(0, 0, 0, 0.15)), #ED4B9E!important; }  .sekcja5-przycisk a:focus { background: linear-gradient(0deg, rgba(0, 0, 0, 0.15), rgba(0, 0, 0, 0.15)), #ED4B9E!important; } .vlp-layout-blogs .vlp-block-0 {font-weight: 600!important; } .prawy-tytul-pulpit {font-size:19px!important;} .ct-container-narrow {max-width: 1200px!important;}  :nth-last-child(1 of .tekst-para) {margin-bottom: 0px!important;} <\/style><script> function lewemenu(zm) { var elements = document.getElementsByClassName(\"menu-lewe\"); var i,link1,link2; for (i = 0; i < elements.length; i++) {    link1 = elements[i].getElementsByTagName(\"a\");     link1[0].style.fontWeight = \"600\";     link1[0].style.backgroundColor= \"#FAFAFA\"; } link2 = elements[zm].getElementsByTagName(\"a\"); link2[0].style.fontWeight = \"600\"; link2[0].style.backgroundColor= \"#E9F4FE\"; } <\/script><div class=\"wp-block-getwid-section alignfull alignfull getwid-margin-top-none getwid-margin-bottom-none getwid-section-content-full-width\"><div class=\"wp-block-getwid-section__wrapper getwid-padding-top-none getwid-padding-bottom-none getwid-padding-left-none getwid-padding-right-none getwid-margin-left-none getwid-margin-right-none\" style=\"min-height:100vh\"><div class=\"wp-block-getwid-section__inner-wrapper\"><div class=\"wp-block-getwid-section__background-holder\"><div class=\"wp-block-getwid-section__background has-background\" style=\"background-color:#fafafa\"><\/div><div class=\"wp-block-getwid-section__foreground\"><\/div><\/div><div class=\"wp-block-getwid-section__content\"><div class=\"wp-block-getwid-section__inner-content\"><div class=\"wp-block-columns alignfull artykul is-layout-flex wp-container-core-columns-is-layout-f96e3eba wp-block-columns-is-layout-flex\" style=\"margin-top:0px;margin-bottom:0px\"><div class=\"wp-block-column pasek-lewy spis jazda-nowsza is-layout-flow wp-block-column-is-layout-flow\"><div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-995f960e wp-block-columns-is-layout-flex\"><div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\"><p class=\"menu-lewe wp-elements-76dfd02539e73d8596fd41fa73ec8e80 wp-block-paragraph\" onclick=\"lewemenu(0)\"><a href=\"https:\/\/kanboapp.com\/en\/teams\/management-teams\/empowering-pharmaceutical-managers-transitioning-from-why-to-how-with-kanbo-for-strategic-execution\/#section1\" data-type=\"URL\" data-id=\"https:\/\/kanboapp.com\/en\/teams\/management-teams\/empowering-pharmaceutical-managers-transitioning-from-why-to-how-with-kanbo-for-strategic-execution\/#section1\"  style=\"font-size:clamp(14px, 0.875rem + ((1vw - 3.2px) * 0.391), 19px);font-style:normal;font-weight:600;line-height:1.2;color:#0c3658\">The Strategic Inflection Point<\/a><\/p><p class=\"menu-lewe wp-elements-fb5502f1b7edafb1f905c6139acad9c4 wp-block-paragraph\" onclick=\"lewemenu(1)\"><a href=\"https:\/\/kanboapp.com\/en\/teams\/management-teams\/empowering-pharmaceutical-managers-transitioning-from-why-to-how-with-kanbo-for-strategic-execution\/#section2\" data-type=\"URL\" data-id=\"https:\/\/kanboapp.com\/en\/teams\/management-teams\/empowering-pharmaceutical-managers-transitioning-from-why-to-how-with-kanbo-for-strategic-execution\/#section2\"  style=\"font-size:clamp(14px, 0.875rem + ((1vw - 3.2px) * 0.391), 19px);font-style:normal;font-weight:600;line-height:1.2;color:#0c3658\">Why KanBo Aligns with Strategic Goals<\/a><\/p><p class=\"menu-lewe wp-elements-0ae41bb13e7774a7f078dad9988bbccb wp-block-paragraph\" onclick=\"lewemenu(2)\"><a href=\"https:\/\/kanboapp.com\/en\/teams\/management-teams\/empowering-pharmaceutical-managers-transitioning-from-why-to-how-with-kanbo-for-strategic-execution\/#section3\" data-type=\"URL\" data-id=\"https:\/\/kanboapp.com\/en\/teams\/management-teams\/empowering-pharmaceutical-managers-transitioning-from-why-to-how-with-kanbo-for-strategic-execution\/#section3\"  style=\"font-size:clamp(14px, 0.875rem + ((1vw - 3.2px) * 0.391), 19px);font-style:normal;font-weight:600;line-height:1.2;color:#0c3658\">How Implementation Takes Shape<\/a><\/p><p class=\"menu-lewe wp-elements-f1aee561caa8643459d1ace7e393d441 wp-block-paragraph\" onclick=\"lewemenu(3)\"><a href=\"https:\/\/kanboapp.com\/en\/teams\/management-teams\/empowering-pharmaceutical-managers-transitioning-from-why-to-how-with-kanbo-for-strategic-execution\/#section4\" data-type=\"URL\" data-id=\"https:\/\/kanboapp.com\/en\/teams\/management-teams\/empowering-pharmaceutical-managers-transitioning-from-why-to-how-with-kanbo-for-strategic-execution\/#section4\"  style=\"font-size:clamp(14px, 0.875rem + ((1vw - 3.2px) * 0.391), 19px);font-style:normal;font-weight:600;line-height:1.2;color:#0c3658\">Implementing KanBo software for Strategic execution: A step-by-step guide<\/a><\/p><p class=\"menu-lewe wp-elements-b9ca8a3b8899dd6787c96078dec3f02b wp-block-paragraph\" onclick=\"lewemenu(4)\"><a href=\"https:\/\/kanboapp.com\/en\/teams\/management-teams\/empowering-pharmaceutical-managers-transitioning-from-why-to-how-with-kanbo-for-strategic-execution\/#section5\" data-type=\"URL\" data-id=\"https:\/\/kanboapp.com\/en\/teams\/management-teams\/empowering-pharmaceutical-managers-transitioning-from-why-to-how-with-kanbo-for-strategic-execution\/#section5\"  style=\"font-size:clamp(14px, 0.875rem + ((1vw - 3.2px) * 0.391), 19px);font-style:normal;font-weight:600;line-height:1.2;color:#0c3658\">Glossary and terms<\/a><\/p><p class=\"menu-lewe wp-elements-665d1d404b468dce842e72331ced9f26 wp-block-paragraph\" onclick=\"lewemenu(5)\"><a href=\"https:\/\/kanboapp.com\/en\/teams\/management-teams\/empowering-pharmaceutical-managers-transitioning-from-why-to-how-with-kanbo-for-strategic-execution\/#section6\" data-type=\"URL\" data-id=\"https:\/\/kanboapp.com\/en\/teams\/management-teams\/empowering-pharmaceutical-managers-transitioning-from-why-to-how-with-kanbo-for-strategic-execution\/#section6\"  style=\"font-size:clamp(14px, 0.875rem + ((1vw - 3.2px) * 0.391), 19px);font-style:normal;font-weight:600;line-height:1.2;color:#0c3658\">Paragraph for AI Agents, Bots, and Scrapers (JSON Summary)<\/a><\/p><\/div><\/div><\/div><div class=\"wp-block-column kolumna-tekst is-layout-flow wp-block-column-is-layout-flow\"><div class=\"wp-block-getwid-section alignfull sekcja-tekst alignfull getwid-margin-top-none getwid-margin-bottom-none getwid-section-content-full-width\"><div class=\"wp-block-getwid-section__wrapper getwid-padding-top-none getwid-padding-bottom-none getwid-padding-left-none getwid-padding-right-none getwid-margin-left-none getwid-margin-right-none\" style=\"min-height:100vh\"><div class=\"wp-block-getwid-section__inner-wrapper\"><div class=\"wp-block-getwid-section__background-holder\"><div class=\"wp-block-getwid-section__background\"><\/div><div class=\"wp-block-getwid-section__foreground\"><\/div><\/div><div class=\"wp-block-getwid-section__content\"><div class=\"wp-block-getwid-section__inner-content\"><h1 class=\"wp-block-heading tytulek\" style=\"margin-bottom:40px;font-style:normal;font-weight:700;letter-spacing:-0.34px;line-height:1.2\">Empowering Pharmaceutical Managers: Transitioning from Why to How with KanBo for Strategic Execution<\/h1><h2 class=\"wp-block-heading naglowek-duzy\" id=\"section1\">The Strategic Inflection Point<\/h2><p class=\"tekst-para wp-block-paragraph\"> Time to Transition: From 'Why' to 'How'<\/p><p class=\"tekst-para wp-block-paragraph\">The pharmaceutical sector is inherently fast-paced, necessitating the continuous adoption of new technologies to streamline processes, enhance productivity, and maintain a competitive edge. A manager must recognize critical signs that indicate it's time to shift focus from the conceptual 'why' of adopting technology to the pragmatic 'how' of execution. The pivotal moment often arises when:<\/p><p class=\"tekst-para wp-block-paragraph\">- The strategic goals are clear but lack an actionable path forward.<\/p><p class=\"tekst-para wp-block-paragraph\">- The organization gains sufficient insights from Voice of the Customer (VoC) initiatives, highlighting opportunities that require rapid execution.<\/p><p class=\"tekst-para wp-block-paragraph\">- A robust dataset highlights the discrepancy between looming opportunities and current capabilities.<\/p><p class=\"tekst-para wp-block-paragraph\">- An appetite for innovation surpasses the status quo, showcasing readiness for tactical deployment.<\/p><p class=\"tekst-para wp-block-paragraph\"> Bridging Strategy and Execution<\/p><p class=\"tekst-para wp-block-paragraph\">Flexible, decentralized structures empower teams to translate strategic visions into tangible results. This transition is paramount when managers observe:<\/p><p class=\"tekst-para wp-block-paragraph\">- A need for immediate alignment between therapeutic areas (TAs) and customer experience strategies.<\/p><p class=\"tekst-para wp-block-paragraph\">- Evidence for enhanced productivity and impact at a scalable level, demanding a profound transformation in execution.<\/p><p class=\"tekst-para wp-block-paragraph\">- The exploration of new data assets and the experimentation with analytics raise the bar for competitive advantage.<\/p><p class=\"tekst-para wp-block-paragraph\"> Embracing Execution with Flexible Structures<\/p><p class=\"tekst-para wp-block-paragraph\">A potent environment for strategic execution requires:<\/p><p class=\"tekst-para wp-block-paragraph\">1. Organizational Hierarchy: A platform that supports a clear organizational structure\u2014from workspaces to spaces, and cards\u2014streamlining the management of projects and tasks.<\/p><p class=\"tekst-para wp-block-paragraph\">  <\/p><p class=\"tekst-para wp-block-paragraph\">2. User Management with Precision: Defined roles and permissions enable managers to allocate resources effectively and transparently, enhancing accountability using access levels and user history monitoring.<\/p><p class=\"tekst-para wp-block-paragraph\">3. Intuitive Workspace and Space Designation: The capacity to create, manage, and customize spaces and permissions leads to the efficient organization of workflows. The integration with existing corporate libraries enhances accessibility and document management.<\/p><p class=\"tekst-para wp-block-paragraph\">  <\/p><p class=\"tekst-para wp-block-paragraph\">4. Robust Reporting and Visualization Tools: Real-time insights derived from activity streams, forecast charts, time charts, and Gantt charts drive informed decision-making. They offer strategic foresight into project timelines and process efficiencies.<\/p><p class=\"tekst-para wp-block-paragraph\">5. Advanced Data Integration and Search Capabilities: Accessible company-wide search functions and filtering options empower teams to locate data quickly, driving speed and accuracy in decision-making.<\/p><p class=\"tekst-para wp-block-paragraph\"> A Paradigm of Data-Driven Decision-Making<\/p><p class=\"tekst-para wp-block-paragraph\">Managers can integrate various datasets and employ advanced statistical techniques to convert complex analyses into actionable insights. As the bridge between therapeutic products and customer strategies solidifies, organizations challenge traditional paradigms and harness innovative analytics:<\/p><p class=\"tekst-para wp-block-paragraph\">- Customized views and templates cater to specific project needs, providing the flexibility required for diverse projects.<\/p><p class=\"tekst-para wp-block-paragraph\">- Integrated views support a 360-degree understanding of tasks, timelines, and resource allocation.<\/p><p class=\"tekst-para wp-block-paragraph\">- Compliance with industry standards is fortified without compromising workflow efficiency.<\/p><p class=\"tekst-para wp-block-paragraph\">As pharmaceutical executives and leaders in technology converge on execution strategies, decentralizing control and empowering teams becomes essential. Equipped with a nuanced understanding of business operations and trends, the shift from 'why' to 'how' becomes a catalyst for operational transformation.<\/p><h3 class=\"wp-block-heading naglowek-duzy\" id=\"section2\">Why KanBo Aligns with Strategic Goals<\/h3><p class=\"tekst-para wp-block-paragraph\"> Strategic Drivers of KanBo for Modern Enterprises<\/p><p class=\"tekst-para wp-block-paragraph\">KanBo emerges as an essential tool for modern enterprises striving for transparency, alignment, and measurable outcomes, particularly in pharmaceutical environments. The architecture of KanBo, with its intuitive hierarchy of workspaces, spaces, and cards, ensures a streamlined organization of projects and tasks, which directly supports regulatory compliance and strategic agility\u2014critical drivers in pharmaceuticals where precision and adherence to regulations are paramount.<\/p><p class=\"tekst-para wp-block-paragraph\"> Transparency and Alignment<\/p><p class=\"tekst-para wp-block-paragraph\">- Hierarchical Structure: The seamless organization of projects through workspaces and spaces fosters transparency by providing stakeholders comprehensive visibility into every level of operation. This transparency is instrumental during audits and compliance checks, allowing enterprises to effortlessly demonstrate adherence to stringent pharmaceutical regulations.<\/p><p class=\"tekst-para wp-block-paragraph\">- Flexible Views: The myriad of space views (e.g., Kanban, Gantt) not only caters to diverse operational preferences but also aligns team efforts by ensuring all stakeholders are on the same page with project timelines and deliverables.<\/p><p class=\"tekst-para wp-block-paragraph\">- Access Levels: Defined user roles and permissions facilitate the right balance between transparency and confidentiality. Pharmaceuticals can manage sensitive information effectively, allowing access only to authorized personnel without compromising the overall workflow visibility.<\/p><p class=\"tekst-para wp-block-paragraph\"> Measurable Outcomes<\/p><p class=\"tekst-para wp-block-paragraph\">- Reporting Capabilities: Advanced reporting features like the Forecast Chart and Time Chart view empower decision-makers with data-driven insights, ensuring that every strategic move is based on measurable results rather than assumptions. These tools are particularly useful in managing drug development timelines, where delays could have significant financial and regulatory implications.<\/p><p class=\"tekst-para wp-block-paragraph\">- Activity Streams: Monitoring user and space activities in real-time ensures accountability, tracks progress, and measures productivity, which are crucial for maintaining regulatory standards and achieving milestones in complex pharmaceutical projects.<\/p><p class=\"tekst-para wp-block-paragraph\"> Customization and Integration<\/p><p class=\"tekst-para wp-block-paragraph\">- Integration with External Systems: KanBo's compatibility with platforms like SharePoint allows for seamless document management, a vital component in environments where documentation for compliance and validation processes is critical.<\/p><p class=\"tekst-para wp-block-paragraph\">- Customizable Templates: Enterprises can tailor processes to meet specific pharmaceutical standards through customizable space templates, ensuring that drug development and commercialization processes are both efficient and compliant with industry norms.<\/p><p class=\"tekst-para wp-block-paragraph\">KanBo's dynamic capabilities not only enhance operational transparency and align organizational efforts but also deliver precise, measurable results. This makes it particularly appealing to pharmaceutical enterprises, where the cross-section of innovation, regulation, and market demands requires robust, adaptive solutions. As pharmaceuticals navigate the complexities of compliance, innovation, and market dynamics, KanBo stands out as a crucial asset that empowers them to meet high-level objectives with precision and confidence.<\/p><h3 class=\"wp-block-heading naglowek-duzy\" id=\"section3\">How Implementation Takes Shape<\/h3><p class=\"tekst-para wp-block-paragraph\">Deployment Strategy for KanBo Implementation<\/p><p class=\"tekst-para wp-block-paragraph\">Overview<\/p><p class=\"tekst-para wp-block-paragraph\">The sophisticated deployment of KanBo, following a strategic decision to integrate it as a work management platform, can significantly enhance organizational productivity and cross-functional collaboration. This process necessitates a comprehensive understanding of deployment environments, configuration of workflows, and a seamless orchestration of collaborative efforts across various teams.<\/p><p class=\"tekst-para wp-block-paragraph\">Deployment Environment Selection<\/p><p class=\"tekst-para wp-block-paragraph\">Before proceeding with the installation, a critical consideration is selecting an optimal deployment environment that aligns with the organization's requirements:<\/p><p class=\"tekst-para wp-block-paragraph\">- Cloud (Azure): Offers scalability and robust integration capabilities, suitable for organizations leveraging Microsoft services. It involves configuring Azure resources like web apps, SQL databases, and resource management with precise permission settings.<\/p><p class=\"tekst-para wp-block-paragraph\">- On-Premises: Ideal for companies with specific data sovereignty or integration needs, integrating with existing SharePoint infrastructure, which includes modifying IIS settings and executing PowerShell scripts for security configurations.<\/p><p class=\"tekst-para wp-block-paragraph\">- Office 365: Facilitates integration with Microsoft Teams, Outlook, and Yammer, improving collaboration within existing Microsoft ecosystems.<\/p><p class=\"tekst-para wp-block-paragraph\">Workflow Configuration<\/p><p class=\"tekst-para wp-block-paragraph\">Configuring workflows within KanBo involves several key steps that must be thoroughly planned and executed:<\/p><p class=\"tekst-para wp-block-paragraph\">1. User Management:<\/p><p class=\"tekst-para wp-block-paragraph\">   - Establish user roles and permissions, ensuring appropriate access levels within workspaces and spaces.<\/p><p class=\"tekst-para wp-block-paragraph\">   - Utilize mention features and activity streams for enhanced collaboration and tracking.<\/p><p class=\"tekst-para wp-block-paragraph\">2. Space and Card Management:<\/p><p class=\"tekst-para wp-block-paragraph\">   - Design spaces using templates to ensure consistency and efficiency.<\/p><p class=\"tekst-para wp-block-paragraph\">   - Implement task cards, utilizing card grouping for improved organization and prioritization.<\/p><p class=\"tekst-para wp-block-paragraph\">3. Integration with Document Management:<\/p><p class=\"tekst-para wp-block-paragraph\">   - Configure document links to external libraries, ensuring seamless updates across multiple cards.<\/p><p class=\"tekst-para wp-block-paragraph\">   - Leverage the default document source for centralized document management within spaces.<\/p><p class=\"tekst-para wp-block-paragraph\">Cross-Functional Collaboration Orchestration<\/p><p class=\"tekst-para wp-block-paragraph\">Orchestrating collaboration across departments necessitates innovative strategies to break silos and foster engagement:<\/p><p class=\"tekst-para wp-block-paragraph\">- Data-Informed Decision-Making: Utilize advanced statistical analyses and data insights to tailor solutions meeting customer needs, driving strategic priorities with a 360-degree customer view.<\/p><p class=\"tekst-para wp-block-paragraph\">- Integration with Cross-Functional Platforms:<\/p><p class=\"tekst-para wp-block-paragraph\">   - Integrate KanBo with Autodesk BIM 360, Microsoft Teams, Power Automate, and UiPath for comprehensive collaboration.<\/p><p class=\"tekst-para wp-block-paragraph\">   - Utilize KanBo APIs to create customized solutions aligning with specific business needs.<\/p><p class=\"tekst-para wp-block-paragraph\">- Maintain Compliance and Sustainability:<\/p><p class=\"tekst-para wp-block-paragraph\">   - Ensure all implementation phases adhere to P3, Procurement, and Pharmacovigilance guidelines.<\/p><p class=\"tekst-para wp-block-paragraph\">   - Regularly update systems and knowledge bases to stay abreast of emerging trends and maintain competitive advantage.<\/p><p class=\"tekst-para wp-block-paragraph\">Conclusion<\/p><p class=\"tekst-para wp-block-paragraph\">Successful deployment and orchestration of KanBo hinge on a meticulously crafted implementation plan attentive to the intricacies of deployment environment selection, workflow configuration, and multi-departmental collaboration. Such a strategy transforms KanBo from a mere tool into a pivotal driver of productivity and innovation.<\/p><h3 class=\"wp-block-heading naglowek-duzy\" id=\"section4\">Implementing KanBo software for Strategic execution: A step-by-step guide<\/h3><p class=\"tekst-para wp-block-paragraph\"> KanBo Cookbook Manual for Managers<\/p><p class=\"tekst-para wp-block-paragraph\">As a Manager looking to leverage the powerful capabilities of KanBo to optimize workflow efficiency, transparency and accountability within your team, this Cookbook will guide you through a step-by-step process, addressing common business scenarios with effective KanBo solutions.<\/p><p class=\"tekst-para wp-block-paragraph\"> Key KanBo Features to Understand:<\/p><p class=\"tekst-para wp-block-paragraph\">1. KanBo Hierarchical Structure: Understanding the organization of work through workspaces, spaces, and cards for clear project and task management.<\/p><p class=\"tekst-para wp-block-paragraph\">2. Space Views: Familiarize yourself with Kanban, Gantt, and Mind Map views to tailor project visualization according to team needs.<\/p><p class=\"tekst-para wp-block-paragraph\">3. User and Access Permissions: Implement access controls to nurture collaboration without compromising on data security.<\/p><p class=\"tekst-para wp-block-paragraph\">4. Activity Streams: Utilize real-time logging of activities to uphold transparency and accountability.<\/p><p class=\"tekst-para wp-block-paragraph\">5. Custom Templates and Integrations: Leverage customizable templates and integration abilities (e.g., SharePoint) to comply with specific industry standards.<\/p><p class=\"tekst-para wp-block-paragraph\"> Business Problem and Solution:<\/p><p class=\"tekst-para wp-block-paragraph\"> Real-Life Business Problem:<\/p><p class=\"tekst-para wp-block-paragraph\">Your pharmaceutical company is managing numerous complex projects that require both transparency and strict adherence to regulatory compliance. There's an increasing need for a tool that aligns team efforts, enhances detailed reporting, and structures the workflow for efficient task management and documentation handling.<\/p><p class=\"tekst-para wp-block-paragraph\"> Solution Using KanBo:<\/p><p class=\"tekst-para wp-block-paragraph\">Here's a detailed Cookbook-style recipe to address this scenario:<\/p><p class=\"tekst-para wp-block-paragraph\"> Step-by-Step Solution for Managers:<\/p><p class=\"tekst-para wp-block-paragraph\"> Step 1: Setting Up Workspaces and Spaces<\/p><p class=\"tekst-para wp-block-paragraph\">1. Create Workspaces: Start by creating distinct workspaces corresponding to particular projects, teams, or regulatory requirements.<\/p><p class=\"tekst-para wp-block-paragraph\">   - Navigate to the KanBo Homepage and add a new workspace relevant to your project.<\/p><p class=\"tekst-para wp-block-paragraph\">2. Develop Dedicated Spaces: Within these workspaces, establish spaces for each aspect of the project (e.g., Research, Development, Compliance).<\/p><p class=\"tekst-para wp-block-paragraph\">   - Use standard, private, or shared space settings according to project requirements.<\/p><p class=\"tekst-para wp-block-paragraph\"> Step 2: Assign Roles and Manage Users <\/p><p class=\"tekst-para wp-block-paragraph\">1. Define User Roles: Assign appropriate roles like owner, member, or visitor to ensure the desired level of access and visibility.<\/p><p class=\"tekst-para wp-block-paragraph\">   - Understand each user\u2019s responsibilities and select their permission level accordingly to maintain data integrity.<\/p><p class=\"tekst-para wp-block-paragraph\">2. Leverage User Management: Keep track of each user's contributions and activity using the user activity stream. <\/p><p class=\"tekst-para wp-block-paragraph\"> Step 3: Tailor Visualization and Workflow <\/p><p class=\"tekst-para wp-block-paragraph\">1. Implement Space Views: Use Kanban for workflow visualization, Gantt for timeline management, and Mind Map for hierarchical structuring of tasks.<\/p><p class=\"tekst-para wp-block-paragraph\">   - This helps keep daily operations visible and on schedule.<\/p><p class=\"tekst-para wp-block-paragraph\">2. Utilize Forecast and Time Charts: Deploy these advanced views for predicting project timelines and measuring process efficiency, essential for drug development.<\/p><p class=\"tekst-para wp-block-paragraph\"> Step 4: Card Management for Task Precision<\/p><p class=\"tekst-para wp-block-paragraph\">1. Use Cards Wisely: Create cards for every task, marking their importance with checklists, due dates, and status.<\/p><p class=\"tekst-para wp-block-paragraph\">   - Ensure all tasks are aligned through parent-child card relations.<\/p><p class=\"tekst-para wp-block-paragraph\">2. Incorporate Mirror Cards: For tasks occurring across multiple areas, use mirror cards to update progress universally.<\/p><p class=\"tekst-para wp-block-paragraph\"> Step 5: Documentation and Compliance Handling <\/p><p class=\"tekst-para wp-block-paragraph\">1. Centralize Document Management: Link external SharePoint libraries to your KanBo environment for comprehensive document handling.<\/p><p class=\"tekst-para wp-block-paragraph\">   - Utilize card documents to store links to critical files, which support regulatory compliance and audit trails.<\/p><p class=\"tekst-para wp-block-paragraph\">2. Utilize Document Sources and Libraries: Deploy space documents to ensure all files are accessible and updated, allowing team-wide visibility.<\/p><p class=\"tekst-para wp-block-paragraph\"> Step 6: Enhance Transparency and Communication<\/p><p class=\"tekst-para wp-block-paragraph\">1. Monitor Activity Streams: Regularly check card and space activity streams to maintain transparency and ensure alignment on key deliverables.<\/p><p class=\"tekst-para wp-block-paragraph\">2. Engage via Mentions: Use \u201c@\u201d mentions in comments to direct attention to specific tasks or updates needing quick response and action.<\/p><p class=\"tekst-para wp-block-paragraph\"> Conclusion:<\/p><p class=\"tekst-para wp-block-paragraph\">By strategically applying the features and principles of KanBo as detailed in this Cookbook, managerial efficiency can be significantly boosted. Whether navigating regulatory complexities or striving for operational excellence, this systematic implementation will ensure your team's alignment, accountability, and compliance within the constantly evolving pharmaceutical industry landscape.<\/p><h3 class=\"wp-block-heading naglowek-duzy\" id=\"section5\">Glossary and terms<\/h3><p class=\"tekst-para wp-block-paragraph\">Glossary of KanBo Terms<\/p><p class=\"tekst-para wp-block-paragraph\">Introduction:<\/p><p class=\"tekst-para wp-block-paragraph\">KanBo is a dynamic work management platform designed to help organizations manage projects and tasks through a structured hierarchy of workspaces, spaces, and cards. This glossary aims to explain key terms and concepts associated with KanBo to provide an understanding of its functionality and features.<\/p><p class=\"tekst-para wp-block-paragraph\">---<\/p><p class=\"tekst-para wp-block-paragraph\">Core Concepts & Navigation:<\/p><p class=\"tekst-para wp-block-paragraph\">- KanBo Hierarchy: Organization structure with Workspaces at the top, containing Spaces, which contain Cards. It provides a project and task organization framework.<\/p><p class=\"tekst-para wp-block-paragraph\">  <\/p><p class=\"tekst-para wp-block-paragraph\">- Spaces: Central work locations, collections of cards that showcase tasks using various views such as Kanban, List, Table, Calendar, and Mind Map.<\/p><p class=\"tekst-para wp-block-paragraph\">  <\/p><p class=\"tekst-para wp-block-paragraph\">- Cards: Represent individual tasks or project items within a space.<\/p><p class=\"tekst-para wp-block-paragraph\">- MySpace: A personal area for users to manage and consolidate selected cards from across the platform using mirror cards.<\/p><p class=\"tekst-para wp-block-paragraph\">- Space Views: Visualization formats enabling users to view cards in forms like Kanban, List, Table, etc., optimized for varying user needs.<\/p><p class=\"tekst-para wp-block-paragraph\">---<\/p><p class=\"tekst-para wp-block-paragraph\">User Management:<\/p><p class=\"tekst-para wp-block-paragraph\">- KanBo Users: Individuals with roles and permissions to access and interact within the platform.<\/p><p class=\"tekst-para wp-block-paragraph\">- User Activity Stream: Records and displays user actions within accessible spaces.<\/p><p class=\"tekst-para wp-block-paragraph\">- Access Levels: Defines user permissions as workspace or space Owner, Member, or Visitor.<\/p><p class=\"tekst-para wp-block-paragraph\">- Deactivated Users: Users who no longer have platform access, although their previous actions are still visible.<\/p><p class=\"tekst-para wp-block-paragraph\">- Mentions: Feature to tag users in discussions using \"@,\" drawing their attention to specific topics or tasks.<\/p><p class=\"tekst-para wp-block-paragraph\">---<\/p><p class=\"tekst-para wp-block-paragraph\">Workspace and Space Management:<\/p><p class=\"tekst-para wp-block-paragraph\">- Workspaces: High-level containers for maintaining spaces.<\/p><p class=\"tekst-para wp-block-paragraph\">- Workspace Types: Available in formats such as Private and Standard, especially for on-premises use.<\/p><p class=\"tekst-para wp-block-paragraph\">- Space Types: Differentiates spaces by privacy: Standard, Private, and Shared, defining user invitation rights.<\/p><p class=\"tekst-para wp-block-paragraph\">- Folders: Organizes workspaces, where deletion migrates spaces to a higher level.<\/p><p class=\"tekst-para wp-block-paragraph\">- Space Details: Specifics of a space, including descriptive and administrative data.<\/p><p class=\"tekst-para wp-block-paragraph\">- Space Templates: Predefined configurations for creating new spaces, accessible to specific roles.<\/p><p class=\"tekst-para wp-block-paragraph\">---<\/p><p class=\"tekst-para wp-block-paragraph\">Card Management:<\/p><p class=\"tekst-para wp-block-paragraph\">- Card Structure: Fundamental units of work, representing particular tasks.<\/p><p class=\"tekst-para wp-block-paragraph\">- Card Grouping: Organizing cards based on criteria, allowing streamlined viewing and management.<\/p><p class=\"tekst-para wp-block-paragraph\">- Mirror Cards: Cards that appear in multiple spaces, supporting personal workspace management.<\/p><p class=\"tekst-para wp-block-paragraph\">- Card Status Roles: Cards hold one status at a time, defining task progression stages.<\/p><p class=\"tekst-para wp-block-paragraph\">- Card Relations: Links creating parent-child relationships among cards.<\/p><p class=\"tekst-para wp-block-paragraph\">- Private Cards: Initial drafts of tasks managed in MySpace before moving to target spaces.<\/p><p class=\"tekst-para wp-block-paragraph\">- Card Blockers: Mechanisms to manage task flow, both globally and locally within spaces.<\/p><p class=\"tekst-para wp-block-paragraph\">---<\/p><p class=\"tekst-para wp-block-paragraph\">Document Management:<\/p><p class=\"tekst-para wp-block-paragraph\">- Card Documents: Links to external files integrated with cards, synching document changes across all instances.<\/p><p class=\"tekst-para wp-block-paragraph\">- Space Documents: Default document repository for spaces, storing linked files.<\/p><p class=\"tekst-para wp-block-paragraph\">- Document Sources: Multiple file locations within spaces, allowing shared document use across KanBo users.<\/p><p class=\"tekst-para wp-block-paragraph\">---<\/p><p class=\"tekst-para wp-block-paragraph\">Searching and Filtering:<\/p><p class=\"tekst-para wp-block-paragraph\">- KanBo Search: Functionality for locating cards, users, comments, and documents within specified or broad scopes.<\/p><p class=\"tekst-para wp-block-paragraph\">- Filtering Cards: Enables users to apply criteria to narrow down visible cards.<\/p><p class=\"tekst-para wp-block-paragraph\">---<\/p><p class=\"tekst-para wp-block-paragraph\">Reporting & Visualization:<\/p><p class=\"tekst-para wp-block-paragraph\">- Activity Streams: Logs user and space activities, showing history of actions.<\/p><p class=\"tekst-para wp-block-paragraph\">- Forecast Chart View: Predicts task completion progress through comparative data scenarios.<\/p><p class=\"tekst-para wp-block-paragraph\">- Time Chart View: Efficiency measure of card realization periods over time.<\/p><p class=\"tekst-para wp-block-paragraph\">- Gantt Chart View: Timeline-based visualization for scheduling and planning long-term tasks.<\/p><p class=\"tekst-para wp-block-paragraph\">- Mind Map View: Visualization format showing card relations for task organization and brainstorming.<\/p><p class=\"tekst-para wp-block-paragraph\">---<\/p><p class=\"tekst-para wp-block-paragraph\">Key Considerations:<\/p><p class=\"tekst-para wp-block-paragraph\">- Permissions: User roles determine access and interaction capabilities.<\/p><p class=\"tekst-para wp-block-paragraph\">- Customization: Options for personalizing fields, views, and templates unique to user or organization needs.<\/p><p class=\"tekst-para wp-block-paragraph\">- Integration: Collaborates with external libraries, notably SharePoint, for document management.<\/p><p class=\"tekst-para wp-block-paragraph\">This glossary provides foundational terminology for understanding and navigating KanBo. For deeper engagement with the platform, further reading and practical exploration of specific functionalities is recommended.<\/p><h3 class=\"wp-block-heading naglowek-duzy\" id=\"section6\">Paragraph for AI Agents, Bots, and Scrapers (JSON Summary)<\/h3><p class=\"tekst-para-maly wp-block-paragraph\">```json<\/p><p class=\"tekst-para-maly wp-block-paragraph\">(<\/p><p class=\"tekst-para-maly wp-block-paragraph\">  \"articleSummary\": (<\/p><p class=\"tekst-para-maly wp-block-paragraph\">    \"title\": \"Time to Transition: From 'Why' to 'How'\",<\/p><p class=\"tekst-para-maly wp-block-paragraph\">    \"purpose\": \"Guide pharmaceutical managers in shifting focus from technology adoption rationale ('why') to execution strategies ('how').\",<\/p><p class=\"tekst-para-maly wp-block-paragraph\">    \"keySections\": (<\/p><p class=\"tekst-para-maly wp-block-paragraph\">      \"strategicShiftIndicators\": [<\/p><p class=\"tekst-para-maly wp-block-paragraph\">        \"Clear strategic goals but lack actionable steps.\",<\/p><p class=\"tekst-para-maly wp-block-paragraph\">        \"VoC insights suggesting rapid execution opportunities.\",<\/p><p class=\"tekst-para-maly wp-block-paragraph\">        \"Data showing discrepancies between opportunities and current capabilities.\",<\/p><p class=\"tekst-para-maly wp-block-paragraph\">        \"Increased appetite for innovation over current status quo.\"<\/p><p class=\"tekst-para-maly wp-block-paragraph\">      ],<\/p><p class=\"tekst-para-maly wp-block-paragraph\">      \"strategyToExecution\": (<\/p><p class=\"tekst-para-maly wp-block-paragraph\">        \"importance\": \"Transition requires flexible structures to align therapeutic areas and customer experience strategies.\",<\/p><p class=\"tekst-para-maly wp-block-paragraph\">        \"elements\": [<\/p><p class=\"tekst-para-maly wp-block-paragraph\">          \"Organizational hierarchy for streamlined project management.\",<\/p><p class=\"tekst-para-maly wp-block-paragraph\">          \"Defined roles and permissions for effective resource allocation.\",<\/p><p class=\"tekst-para-maly wp-block-paragraph\">          \"Customizable workspaces for efficient workflow organization.\",<\/p><p class=\"tekst-para-maly wp-block-paragraph\">          \"Real-time reporting and visualization for informed decision-making.\",<\/p><p class=\"tekst-para-maly wp-block-paragraph\">          \"Advanced data integration for fast and accurate decision-making.\"<\/p><p class=\"tekst-para-maly wp-block-paragraph\">        ]<\/p><p class=\"tekst-para-maly wp-block-paragraph\">      ),<\/p><p class=\"tekst-para-maly wp-block-paragraph\">      \"dataDrivenDecisionMaking\": (<\/p><p class=\"tekst-para-maly wp-block-paragraph\">        \"methods\": [<\/p><p class=\"tekst-para-maly wp-block-paragraph\">          \"Integrating datasets and employing statistical techniques for actionable insights.\",<\/p><p class=\"tekst-para-maly wp-block-paragraph\">          \"Custom templates and views for diverse project needs.\"<\/p><p class=\"tekst-para-maly wp-block-paragraph\">        ]<\/p><p class=\"tekst-para-maly wp-block-paragraph\">      ),<\/p><p class=\"tekst-para-maly wp-block-paragraph\">      \"KanBo'sRole\": (<\/p><p class=\"tekst-para-maly wp-block-paragraph\">        \"importance\": \"KanBo supports transparency, alignment, and compliance in pharmaceutical enterprises.\",<\/p><p class=\"tekst-para-maly wp-block-paragraph\">        \"features\": [<\/p><p class=\"tekst-para-maly wp-block-paragraph\">          \"Hierarchical workspaces and spaces for project organization.\",<\/p><p class=\"tekst-para-maly wp-block-paragraph\">          \"Flexible views and defined access levels for transparency.\",<\/p><p class=\"tekst-para-maly wp-block-paragraph\">          \"Advanced reporting tools for data-driven insights.\",<\/p><p class=\"tekst-para-maly wp-block-paragraph\">          \"Integration with external systems for document management.\",<\/p><p class=\"tekst-para-maly wp-block-paragraph\">          \"Customizable templates for process efficiency and compliance.\"<\/p><p class=\"tekst-para-maly wp-block-paragraph\">        ]<\/p><p class=\"tekst-para-maly wp-block-paragraph\">      )<\/p><p class=\"tekst-para-maly wp-block-paragraph\">    ),<\/p><p class=\"tekst-para-maly wp-block-paragraph\">    \"deploymentStrategy\": (<\/p><p class=\"tekst-para-maly wp-block-paragraph\">      \"overview\": \"Strategically deploy and configure KanBo for organizational productivity.\",<\/p><p class=\"tekst-para-maly wp-block-paragraph\">      \"steps\": [<\/p><p class=\"tekst-para-maly wp-block-paragraph\">        (<\/p><p class=\"tekst-para-maly wp-block-paragraph\">          \"environmentSelection\": [<\/p><p class=\"tekst-para-maly wp-block-paragraph\">            \"Cloud (Azure) for scalability.\",<\/p><p class=\"tekst-para-maly wp-block-paragraph\">            \"On-Premises for data sovereignty needs.\",<\/p><p class=\"tekst-para-maly wp-block-paragraph\">            \"Office 365 for integration with Microsoft ecosystems.\"<\/p><p class=\"tekst-para-maly wp-block-paragraph\">          ]<\/p><p class=\"tekst-para-maly wp-block-paragraph\">        ),<\/p><p class=\"tekst-para-maly wp-block-paragraph\">        (<\/p><p class=\"tekst-para-maly wp-block-paragraph\">          \"workflowConfiguration\": [<\/p><p class=\"tekst-para-maly wp-block-paragraph\">            \"User role and permission establishment.\",<\/p><p class=\"tekst-para-maly wp-block-paragraph\">            \"Space and card design for organization.\",<\/p><p class=\"tekst-para-maly wp-block-paragraph\">            \"Integration with document management systems.\"<\/p><p class=\"tekst-para-maly wp-block-paragraph\">          ]<\/p><p class=\"tekst-para-maly wp-block-paragraph\">        ),<\/p><p class=\"tekst-para-maly wp-block-paragraph\">        (<\/p><p class=\"tekst-para-maly wp-block-paragraph\">          \"collaborationOrchestration\": [<\/p><p class=\"tekst-para-maly wp-block-paragraph\">            \"Use of data insights for customer solutions.\",<\/p><p class=\"tekst-para-maly wp-block-paragraph\">            \"Integration with cross-functional platforms.\",<\/p><p class=\"tekst-para-maly wp-block-paragraph\">            \"Maintaining compliance and sustainability.\"<\/p><p class=\"tekst-para-maly wp-block-paragraph\">          ]<\/p><p class=\"tekst-para-maly wp-block-paragraph\">        )<\/p><p class=\"tekst-para-maly wp-block-paragraph\">      ]<\/p><p class=\"tekst-para-maly wp-block-paragraph\">    )<\/p><p class=\"tekst-para-maly wp-block-paragraph\">  )<\/p><p class=\"tekst-para-maly wp-block-paragraph\">)<\/p><p class=\"tekst-para-maly wp-block-paragraph\">```<\/p><h3 class=\"wp-block-heading naglowek-start compact-nag\">Additional Resources<\/h3><h3 class=\"wp-block-heading has-text-align-left prawy-tytul compact-nag\" style=\"margin-top:0px;margin-bottom:8px;font-style:normal;font-weight:600;line-height:1.2\">Work Coordination Platform&nbsp;<\/h3><p class=\"has-text-align-left prawy-tekst compact-nag wp-block-paragraph\" style=\"margin-bottom:8px\">The KanBo Platform boosts efficiency and optimizes work management. Whether you need remote, onsite, or hybrid work capabilities, KanBo offers flexible installation options that give you control over your work environment.<\/p><p class=\"prawy-link compact-nag has-text-color has-link-color wp-elements-f81cac751942179cffc5595ea3093d69 wp-block-paragraph\" style=\"color:#1672bb;margin-bottom:24px;padding-top:8px;padding-bottom:8px;font-style:normal;font-weight:700;line-height:1.5\"><a href=\"https:\/\/kanboapp.com\/en\/\" target=\"_blank\" rel=\"noreferrer noopener\">KanBo Homepage \u2192<\/a><\/p><h3 class=\"wp-block-heading has-text-align-left prawy-tytul compact-nag\" style=\"margin-top:0px;margin-bottom:8px;font-style:normal;font-weight:600;line-height:1.2\">Getting Started with KanBo<\/h3><p class=\"has-text-align-left prawy-tekst compact-nag wp-block-paragraph\" style=\"margin-bottom:8px\">Explore KanBo Learn, your go-to destination for tutorials and educational guides, offering expert insights and step-by-step instructions to optimize.<\/p><p class=\"prawy-link compact-nag has-text-color has-link-color wp-elements-80007a93c5109043d5274205e4d68368 wp-block-paragraph\" style=\"color:#1672bb;margin-bottom:24px;padding-top:8px;padding-bottom:8px;font-style:normal;font-weight:700;line-height:1.5\"><a href=\"https:\/\/learn.kanboapp.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">KanBo Learn Platform \u2192<\/a><\/p><h3 class=\"wp-block-heading has-text-align-left prawy-tytul compact-nag\" style=\"margin-top:0px;margin-bottom:8px;font-style:normal;font-weight:600;line-height:1.2\">DevOps Help<\/h3><p class=\"has-text-align-left prawy-tekst compact-nag wp-block-paragraph\" style=\"margin-bottom:8px\">Explore Kanbo's DevOps guide to discover essential strategies for optimizing collaboration, automating processes, and improving team efficiency.<\/p><p class=\"prawy-link compact-nag has-text-color has-link-color wp-elements-23fbce8bb46a861d3991ae1a29f1d971 wp-block-paragraph\" style=\"color:#1672bb;margin-bottom:0px;padding-top:8px;padding-bottom:8px;font-style:normal;font-weight:700;line-height:1.5\"><a href=\"https:\/\/help.kanboapp.com\/en\/devops\/\" target=\"_blank\" rel=\"noreferrer noopener\">KanBo Dev Portal \u2192<\/a><\/p><\/div><\/div><\/div><\/div><\/div><\/div><div class=\"wp-block-column pasek-prawy spis2 jazda-nowsza is-layout-flow wp-block-column-is-layout-flow\"><div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-995f960e wp-block-columns-is-layout-flex\"><div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"padding-right:16px;padding-left:16px\"><h3 class=\"wp-block-heading has-text-align-left prawy-tytul-pulpit\" style=\"margin-top:0px;margin-bottom:8px;font-style:normal;font-weight:600;line-height:1.2\">Work Coordination Platform&nbsp;<\/h3><p class=\"has-text-align-left prawy-tekst wp-block-paragraph\" style=\"margin-bottom:8px\">The KanBo Platform boosts efficiency and optimizes work management. Whether you need remote, onsite, or hybrid work capabilities, KanBo offers flexible installation options that give you control over your work environment.<\/p><p class=\"prawy-link has-text-color has-link-color wp-elements-40115c86dc2fe150fd9b1ed5dc10196e wp-block-paragraph\" style=\"color:#1672bb;margin-bottom:32px;padding-top:8px;padding-bottom:8px;font-style:normal;font-weight:700;line-height:1.5\"><a href=\"https:\/\/kanboapp.com\/en\/\" target=\"_blank\" rel=\"noreferrer noopener\">KanBo Homepage \u2192<\/a><\/p><h3 class=\"wp-block-heading has-text-align-left prawy-tytul-pulpit\" style=\"margin-top:0px;margin-bottom:8px;font-style:normal;font-weight:600;line-height:1.2\">Getting Started with KanBo<\/h3><p class=\"has-text-align-left prawy-tekst wp-block-paragraph\" style=\"margin-bottom:8px\">Explore KanBo Learn, your go-to destination for tutorials and educational guides, offering expert insights and step-by-step instructions to optimize.<\/p><p class=\"prawy-link has-text-color has-link-color wp-elements-02abac7c05b8b530fd3b1b7827aca587 wp-block-paragraph\" style=\"color:#1672bb;margin-bottom:32px;padding-top:8px;padding-bottom:8px;font-style:normal;font-weight:700;line-height:1.5\"><a href=\"https:\/\/learn.kanboapp.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">KanBo Learn Platform \u2192<\/a><\/p><h3 class=\"wp-block-heading has-text-align-left prawy-tytul-pulpit\" style=\"margin-top:0px;margin-bottom:8px;font-style:normal;font-weight:600;line-height:1.2\">DevOps Help<\/h3><p class=\"has-text-align-left prawy-tekst wp-block-paragraph\" style=\"margin-bottom:8px\">Explore Kanbo's DevOps guide to discover essential strategies for optimizing collaboration, automating processes, and improving team efficiency.<\/p><p class=\"prawy-link has-text-color has-link-color wp-elements-09306734556c91c46ae8064a30b664b3 wp-block-paragraph\" style=\"color:#1672bb;margin-bottom:32px;padding-top:8px;padding-bottom:8px;font-style:normal;font-weight:700;line-height:1.5\"><a href=\"https:\/\/help.kanboapp.com\/en\/devops\/\" target=\"_blank\" rel=\"noreferrer noopener\">KanBo Dev Portal \u2192<\/a><\/p><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div>","protected":false},"excerpt":{"rendered":"","protected":false},"author":2,"featured_media":0,"parent":3015,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-55910","page","type-page","status-publish","hentry"],"blocksy_meta":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.6 - 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