4th Enterprise Engineering Working Conference (EEWC 2014)

Program Guide

Funchal - Madeira - Portugal 5th to 8th of May 2014

EEWC 2014 Funchal - Madeira - Portugal

Table of Contents

Message from the Chairs 2 Keynote Speakers 3 Industrial Track Invited Talks 5 Conference Chairs and Committees 6 CIAO! Doctoral Consortium 8 Detailed Conference Program 9 Practical Information 14

Message from the Chairs Welcome to the EEWC 2014 in Madeira!

We welcome you to the 4th Enterprise Engineering Working Conference (EEWC 2014), and associated CIAO! Doctoral Consortium. The EEWC 2014 follows: the EEWC 2011 in Antwerp, Belgium; the EEWC 2012 in Delft, the Netherlands; and the EEWC 2013 in Luxembourg.

The EEWC 2014 is the fourth working conference in the field of Enterprise Engineering (EE). The goal of this conference is to gather academics and practitioners in order to share innovative research issues and practical experiences, and to facilitate profound discussions about the challenges that the EE discipline faces. It is the mission of the discipline of EE to develop new, appropriate theories, models, methods and other artefacts for the analysis, design, implementation, and governance of enterprises by combining (relevant parts of) management and organization science, information systems science, and computer science. The ambition is to address traditional topics in said disciplines from the Enterprise Engineering Paradigm. The result of these efforts should lead to theories that have both scientific rigour and practical relevance.

The EEWC 2014 would not have been possible without the efforts and expertise of a number of people who selflessly offered their time and energy to make this conference a success. We would like to thank all the people of the organisation committee and the programme committee. We extend our heartfelt thanks to each and every one of them. We would also like to thank the authors of the submitted papers for their interest and energy in authoring so many good contributions.

The EEWC 2014 is organized with the support of the local University of Madeira (UMa) and of its research institute – Madeira Interactive Technologies Institute (Madeira-ITI). UMa, is a young public institution that is dynamic, open and attentive to the needs of the archipelago and the Euro-Atlantic zone and wants to prepare their students to be full citizens of the global society of the twenty-first century and contribute to economic, social and cultural development of Madeira, Portugal and the World thanks to: its entrepreneurial character; the quality of its research; and its spirit of service. Madeira-ITI is an innovation institute constituted as an associated independent non-profit R&D organization whose founding members are the University of Madeira, Madeira Tecnopolo S. A. and Carnegie Mellon University. Madeira-ITI operates in the interdisciplinary domain of human-computer interaction encapsulating contributions from computer science, psychology and design, in order to address/engage in important scientific and technological challenges that are both relevant to society and have significant economic impact. We also thank UMa and Madeira-ITI for their valuable support.

Again, welcome to EEWC2014! We hope that you will enjoy the conference and will be challenged by the programme content as well as by your discussions with participants.

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Keynote Speakers

Toward a more Versatile and Productive Use of Enterprise Models: Prospects of “Power Modelling” Ulrich Frank - Chair of Information Systems and at the University of Duisburg-Essen

Brief bio: Ulrich Frank holds the chair of Information Systems and Enterprise Modelling at the Institute of Computer Science and Business Information Systems at the University of Duisburg-Essen. His main research topic is enterprise modelling, i.e. the development and evaluation of modelling languages, methods and corresponding tools. Further areas of research include method engineering, models at run time, methods for IT management and research methods. Ulrich Frank is Editor in Chief of the Journal Enterprise Modelling and Information Systems Architectures and associate Editor of the Journals Business & Information Systems Engineering, Software and Systems Modeling and Information Systems and E-Business Management. He has been actively involved in numerous conferences and various major research projects. He had assignments as visiting researcher/professor in various countries. Ulrich Frank is the founding director of the international student exchange network IS:link.

Abstract: The prospects of enterprise modelling are widely undisputed. Nevertheless the current practice of enterprise modelling remains unsatisfactory. The creation of enterprise models is restricted to early phases of system lifecycle. Hence, the benefits of models in later phases are ignored. While domain-specific modelling languages (DSML) promise a major shift with respect to usability and productivity, the creation of comprehensive enterprise models still requires skills and resources that go beyond many companies’ capabilities. In this talk, the outline of a new modelling paradigm, referred to as power modelling, is presented. It builds on the potential of multi-level DSML, application frameworks and reference models. It regards enterprise models as the primary medium to perceive, interact with and change enterprise software systems – and the environment they are supposed to operate in during the entire system lifecycle. While it builds on DSML, power modelling represents a paradigm shift in the sense that it proposes a new perspective on creating and using enterprise models. It also aims at overcoming the notorious problem of synchronizing models and code.

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Keynote Speakers

Engineering Enterprises for the New Economy: Whitening the Black Boxes for Survival

Jorge Sanz - Director, Business Analytics Center – National University of Singapore; Chief Innovation Officer Retail Banking – IBM Corporation

Brief bio: Jorge Sanz has spent over 20 years doing foundational research and practical work in business transformation, information sciences and communication technologies. He has a PhD in applied mathematics and computer science, and specializes in analytical modeling for companies, business processes and organizational performance. He has worked for several years in telecommunications, health care and banking industries. He was Full Professor in the United States and President of a business and economics school. Before this work, he has also conducted extensive research on high-speed signal and real-time video processing and analysis and parallel computing. Jorge conducts research on enterprise engineering, componentized business architecture and the role of information technology as a transformational instrument in line-of-businesses. Today, he works for IBM Research and does work on the liaisons between business processes and information, as well as deep analytics for business performance modeling and prediction. He actively consults for European, American and Chinese companies. He leads professional activities in international communities of business, informatics, service engineering. He has chaired several conferences on the interplay of business and IT, both from an architecture and a practice view. Jorge has more than 120 published papers and several books. He is a Fellow of the IEEE Society.

Abstract: An emerging individual-centered economy is driving most significant changes in markets. Indeed, enterprises do not fully dictate consumption as in the past, may not impose channels to their customers any longer, cannot establish value realization instances to exclusively fit their own isolated needs, do not generate loyalty (with customers or employees) through conventional experiences (past satisfaction metrics and measurements do not explain present churn rates) and finally, they are changing traditional transaction-centric view of operations to a much different one in which interaction and collaboration are essential. This is particularly notorious in the way companies prepare themselves to deal with customers: much of the operational needs and investments focus on enterprise-customer touch-points and journeys whose essence is not transactional and whose evolution mechanisms do not follow pre-established paths or strict contracts between involved roles. Also, the activities that an enterprise undertakes to realize monetization have a much different time-span and richer context than those involved in the moment of transacting. Furthermore, while the notion of value may still be experiential, it is also essential for a firm as a large fraction of a market may reach the same subjective evaluation very quickly and thus, downturn business performance mercilessly. Consequently, there is an ongoing transformation from organizations designed and managed around a transactional view of dealing with customers to another type in which designing and managing are driven by a much more complex form of involving the customer individually. For example, in the new economic regime, customers do not longer tolerate being the resolution point of enterprise disconnections of all sorts, including the currently broken multi-channel customer management and other troubled experiences that lead to the known loss of loyalty. All in all, collaborative and interactional enterprises are already emerging in this new economy. And there will be more profound changes ahead in the way firms interact with each other, how deconstruction of traditional supply chains takes place, how new ecosystems are developed, what new sources of competition arise and how collaborative design of services and products takes place. The significance of all the above for Enterprise Engineering is that more foundational work is needed. In retrospective, the Enterprise Engineering Principles published in 2013 could not have been more timely. It is critical to revisit these solid principles to understand how they are being closely followed when made into a theory of organizations and how to execute them in practice for delivering change assessments suited to the reality of the emerging economy. Summarizing with some figurative language: the devil resides in the black boxes and whitening them is essential. Diving into this reflection, which also implies an inseparable duality between ontological and subjective choices, is a critical activity as Enterprise Engineering is set to capture the emerging characteristics of real-world organizations, to promote their sense-making as dynamic entities made of humans with intentions and moral, to develop methods that equip managers with actionable instruments and finally, to enlighten firm governance roles much more convincingly.

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Industrial Track Invited Talks

Enterprise Architecture 3.0 – Stewarding enterprises in motion

Henderik Proper – Public Research Center – Henri Tudor, Luxembourg

In this talk we review the history of in terms of a number of past trends. This will take us from Enterprise Architecture 1.0, where an enterprise architecture is considered to be primarily seen as shaping the IT architecture, to Enterprise Architecture 2.0, where enterprise architecture is considered as a means to enable co-design of several aspects of the enterprise including business and IT. We then reflect on the fundamental role of enterprise architecture as a means of stewarding enterprises in motion. Enterprises are constantly in motion, in the sense that they are changed by a myriad of spontaneous, ad-hoc, or premeditated change/transformation/evolution efforts. Taking this understanding as a starting point, we then reflect on the practical implications for enterprise architecture in the near future, Enterprise Architecture 3.0, where we will also visit notions such as enterprise cartography and 2nd order business intelligence.

Enterprise Architecture Planning at the Portuguese Government

Pedro Sousa - Instituto Superior Técnico, Universidade de Lisboa André Vasconcelos – AMA, Link Consulting, Portugal

The Portuguese Government developed a global strategic plan to rationalize and decrease ICT costs in its Public Administration. The implementation of this strategy on ICT requires compliance with the guidelines of that strategic plan, which has the ultimate goal of achieving gains in savings and efficiency, envisioning a quality public service which presents lower costs for citizens and companies and simultaneously decreases public expenditures. The Portuguese law was changed in order to enforce that each new IT spending over 10.000 euros is submitted with an Information Systems’ Architecture to be approved by AMA, the Public Agency in charge of managing the Plan. AMA has defined a set of rules that are now part of the law, which defines the Architecture properties that must be verified for their approval. To address this need a tool (called EAMS) was implemented for the capture, maintenance, analysis and management of a Federated Architecture, providing autonomy to each Ministry but also the capability to verify the redundancies and opportunities to reuse, share and improve the investments at a national scale. Public Organizations use the EAMS front-office application to view Architectural blueprints and to propose new Architectural Scenarios. Every acquisition in each Public Organization is mapped as an Architectural Scenario transformation. And the set of all Architectural Scenario transformations provides a deep insight of how the global IT architecture is moving. This allows AMA to realize proper advices and actions – for example in the normalization domain – leading to important savings, and to a continuous alignment of Local and National ICT strategies. The immensity of the organization in question requires us to leave the traditional approaches to Enterprise Architecture and follow an approach more in line with what Henderik Proper and Mark Lankhorst call “From State-thinking to Intervention-thinking”. The focus in the TO-BE behavior in detriment of the AS-IS state is also aligned with the concept of “Enterprise Governance and Enterprise Cartography” of José Tribolet and Pedro Sousa.

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Conference Chairs and Committees

Advisory Board: Jan L.G. Dietz, Delft University of Technology, The Netherlands Antonia Albani, University of St. Gallen, Switzerland

General Chair: José Tribolet, INESC and University of Lisbon, Portugal

Program Chair: David Aveiro, University of Madeira, Portugal

Organizing Chair: David Aveiro, University of Madeira, Portugal Duarte Gouveia, University of Madeira, Portugal With the valuable support of: Duarte Pinto, University of Madeira, Portugal

Program Committee: Alberto Silva INESC and University of Lisbon, Portugal Artur Caetano University of Lisbon, Portugal Bernhard Bauer University of Augsburg, Germany Birgit Hofreiter Vienna University of Technology, Austria Carlos Páscoa Portuguese Air Force Academy, Portugal Christian Huemer Vienna University of Technology, Austria Duarte Gouveia University of Madeira, Portugal Eduard Babkin Higher School of Economics, Nizhny Novgorod, Russia Emmanuel Hostria Rockwell Automation, USA Eric Dubois Public Research Centre - Henri Tudor, Luxembourg Public Research Center – Henri Tudor, Luxembourg Florian Matthes Technical University Munich, Germany Geert Poels University of Gent, Belgium Gil Regev École Polytechnique Fédérale de Lausanne (EPFL), Itecor, Switzerland Graham McLeod University of Cape Town, South Africa University of Antwerp, Belgium Jan Hoogervorst Sogeti Netherlands, The Netherlands Jan Verelst University of Antwerp, Belgium João Pombinho University of Lisbon, Portugal Joaquim Filipe School of Technology of Setúbal, Portugal Joop de Jong Mprise, The Netherlands Jorge Sanz IBM Research at Almaden, California US Joseph Barjis Delft University of Technology, The Netherlands Junichi Iijima Tokyo Institute of Technology, Japan Khaled Gaaloul Public Research Centre Henri Tudor, Luxembourg Linda Terlouw ICRIS, The Netherlands Marcello Bax Federal University of Minas Gerais, Brazil Martin Op 't Land Capgemini, The Netherlands; University of Antwerp, Belgium Maurício Almeida Federal University of Minas Gerais, Brazil Miguel Mira da Silva INESC and University of Lisbon, Portugal Natalia Aseeva Higher School of Economics, Nizhny Novgorod, Russia Niek Pluijmert INQA Quality Cnsultants, The Netherlands

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Nuno Castela Polytechnic Institute of Castelo Branco, Portugal Olga Oshmarina Higher School of Economics, Nizhny Novgorod, Russia Paul Johanesson Stockholm University, Sweden Pedro Sousa INESC and University of Lisbon, Portugal Peter Loos University of Saarland, Germany Philip Huysmans University of Antwerp, Belgium Renata Baracho Federal University of Minas Gerais, Brazil Robert Lagerström KTH - Royal Institute of Technology, Sweden Robert Pergl Czech Technical University in Pregue Rony Flatscher Vienna University of Economics and Business Administration, Austria Sanetake Nagayoshi Waseda University, Japan Sérgio Guerreiro Lusófona University, Lisbon, Portugal Steven van Kervel Formetis, The Netherlands Stijn Hoppenbrouwers Radboud University Nijmegen, The Netherlands Sybren de Kinderen Public Research Center – Henri Tudor, Luxembourg Ulrich Frank University of Duisburg-Essen, Germany Wolfgang Molnar Public Research Center – Henri Tudor, Luxembourg

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CIAO! Doctoral Consortium

CIAO! DC Chairs

General Chairs: Jan L.G. Dietz, Delft University of Technology, The Netherlands Antonia Albani, University of St. Gallen, Switzerland

Program Chair: David Aveiro, University of Madeira, Portugal

Organizing Chairs: David Aveiro, University of Madeira, Portugal Duarte Gouveia, University of Madeira, Portugal

Referee Board: Antonia Albani University of St. Gallen, Switzerland Carlos Páscoa Portuguese Air Force Eduard Babkin HSE at Nizhniy Novgorod, Russia Hans Mulder University of Antwerp, Belgium Henderik Proper Public Research Center – Henri Tudor, Luxembourg Jan Verelst University of Antwerp, Belgium Jan L.G. Dietz Delft University of Technology, The Netherlands Jan Hoogervorst Sogeti, The Netherlands José Tribolet University of Lisbon, Portugal Joseph Barjis Czech Technical University, Czech Republic Junichi Iijima Tokyo Institute of Technology, Japan Khaled Gaaloul Public Research Center – Henri Tudor, Luxembourg Maurício Almeida Federal University of Minas Gerais, Brazil Philip Huysmans University of Antwerp, Belgium Robert Pergl Czech Technical University, Czech Republic Sybren de Kinderen University of Luxembourg, Luxembourg Wolfgang Molnar Public Research Center – Henri Tudor, Luxembourg

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Program: Saturday 3rd of May 2014 EE Master Classes

Room Hotel Vida Mar 9:30 Enterprise Engineering – Master Classes – Introduction Chair: 10:00 COFFEE BREAK 10:30 Enterprise Engineering – Master Classes – Delta and PI theories Chair: Robert Winter 12:30 LUNCH BREAK 13:30 Enterprise Engineering – Master Classes – PSI theory Chair: Jan Dietz 15:30 END

Program: Sunday 4th of May 2014 EE Master Classes

Room Hotel Vida Mar 9:00 Enterprise Engineering – Master Classes – TAO theory Chair: Jan Dietz 11:00 COFFEE BREAK 11:30 Enterprise Engineering – Master Classes – BETA theory Chair: Jan Dietz 13:30 LUNCH BREAK 14:30 SOCIAL PROGRAM: Walk to Town Center and Watching the Flower Festival Parade (Town Center); and Cable Car Tour to “Monte”

http://festadaflor.visitmadeira.pt/index.php?lang=en

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Program: Monday 5th of May 2014 Doctoral Consortium

Hotel Vida Mar 08:00 Welcoming coffee & Doctoral Consortium Registration 08:45 Doctoral Consortium Session 1 Niek Pluijmert (Supervisors: Wolfgang Molnar, Henderik A. Proper and Hans Mulder). Research Proposal Empirical validation of implementation of organization design based on DEMO transaction and actor role concept. 10:45 COFFEE BREAK 11:00 Doctoral Consortium Session 2 Mark Mulder (Supervisors: Jan Dietz and Jan Verelst). Cross Channel Communication Architecture. 13:00 LUNCH 14:00 Doctoral Consortium Session 3 Céline Décosse (Supervisors: Wolfgang Molnar and Henderik A. Proper). A Framework to Evaluate Business Process Modelling Methods. 16:00 COFFEE BREAK & Doctoral Consortium Poster Session 16:30 Doctoral Consortium Poster Session

Fernanda Farinelli (Supervisor: Maurício Almeida). Ontologies and terminologies for semantic interoperability: an analysis focused on healthcare information systems.

Amarildo Magalhães (Supervisor: Renata Baracho). Reducing uncertainty in decision making through fuzzy logic: A model and prototype for monitoring and evaluation of IFMG higher courses.

17:30 EEWC Welcome Cocktail 18:00 SOCIAL PROGRAM: Bus tour and conference dinner Stopping at “Ribeiro Frio / Cold River” (bring a coat and shoes without high heel) with short Levada walk (1.5+1.5Km ~ 20+20min) to “Balcões” sightseeing spot Dinner at “Faial Village”

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Program: Tuesday 6th of May 2014 EEWC 2014 Conference Hotel Vida Mar 8:30 Welcoming coffee & EEWC registration 9:00 Conference Opening Session Welcome by General Chair: José Tribolet Welcome by Organizing and Program Chair: David Aveiro Welcome by Vice-rector of University of Madeira: José Manuel Baptista Welcome by CIAO! Community Chair: Jan Dietz 9:30 Keynote by Ulrich Frank Toward a more Versatile and Productive Use of Enterprise Models: Prospects of “Power Modelling” 10:30 COFFEE BREAK 11:00 Paper Session 1 Chair: José Tribolet Marne de Vries, Aurona Gerber and Alta Van der Merwe. The Nature of the Enterprise Engineering Discipline Céline Décosse, Wolfgang Molnar and Henderik A. Proper. What does DEMO do? A qualitative analysis about DEMO in practice: founders, modelers and beneficiaries Akiyoshi Araki and Junichi Iijima. A Pension System Redesign Case – Limitations and Improvements on DEMO 13:00 LUNCH 14:00 Paper Session 2 Chair: Antonia Albani Els Vanhoof, Philip Huysmans, Walter Aerts and Jan Verelst. Evaluating Accounting Information Systems that support Multiple GAAP Reporting using Normalized Systems Theory Joop de Jong. Modeling Financial Statement Preparation of a SME Enterprise by an Accountancy Firm João Pombinho, José Tribolet and David Aveiro. Linking Value Chains – Combining e3Value and DEMO for specifying Value Networks 16:00 COFFEE BREAK 16:15 General discussion and working session Chair: Antonia Albani 17:00 SOCIAL PROGRAM: Bus tour with dinner Stopping at “Cabo Girão”, “Encumeada” and “Véu da Noiva” sightseeing spots and dinner at “Porto Moniz Village”

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Program: Wednesday 7th of May 2014 EEWC 2014 Conference

Room Hotel Vida Mar 8:30 Welcoming coffee 9:00 Paper Session 3 – Part I Chair: Robert Pergl Estrela Ferreira Cruz, Ricardo-J. Machado and Maribel Yasmina Santos. From Business Process Models to Use Case Models: A systematic approach Tomas Skersys, Paulius Danenas and Rimantas Butleris. Approach for Semi-Automatic Extraction of Business Vocabularies and Rules from Use Case Diagrams 10:20 COFFEE BREAK 10:55 Paper Session 3 – Part II Chair: Robert Pergl Carlos Figueira and David Aveiro. A New Action Rule Syntax for Demo MOdels Based Automatic worKflow procEss geneRation (DEMOBAKER) Yang Liu and Junichi Iijima. Automatic Model Transformation for Enterprise Simulation 12:15 General discussion and working session Chair: Robert Pergl 13:00 LUNCH 14:00 Keynote by Jorge Sanz. Engineering Enterprises for the New Economy: Whitening the Black Boxes for Survival 15:00 COFFEE BREAK 15:15 Industrial Track Talk Chair: José Tribolet Henderik Proper. Enterprise Architecture 3.0 – Stewarding enterprises in motion 16:15 Industrial Track Talk Chair:José Tribolet Pedro Sousa and André Vasconcelos. Enterprise Architecture Planning at the Portuguese Government 17:15 BREAK 17:30 CIAO! Board Meeting (CIAO! Board members only) 19:30 BREAK 20:00 CIAO! VIP Dinner (CIAO! Board members only)

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Program: Thursday 8th of May 2014 EEWC 2014 Conference and Doctoral Consortium

Room Hotel Vida Mar 8:30 Welcoming coffee 9:00 Paper Session 4 Chair: Antonia Albani Frantisek Hunka and Jaroslav Zacek. Detailed Analysis of REA Ontology Yun Wan and Vishnupriya Kalidindi. ECO-FOOTPRINT: an Innovation in Enterprise System Customization Processing David Redlich, Wasif Gilani, Thomas Molka, Marc Drobek, Awais Rashid and Gordon Blair. Introducing a Framework for Scalable Dynamic Process Discovery 11:00 COFFEE BREAK 11:30 General discussion and working session Chair: Antonia Albani 12:30 Conference Closing Session 13:00 LUNCH 14:00 Doctoral Consortium Session 4 Kátia Coelho (Supervisors: Maurício Almeida and David Aveiro). Ontological principles of Documents Acts in DEMO Methodology: A case study in the context of Public Health Institutions. 16:00 COFFEE BREAK 16:15 Doctoral Consortium Session 5 Duarte Gouveia (Supervisor: David Aveiro). Executable Model Ontology for Temporal Intelligent Organizations in Network Systems. 17:45 END

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Practical Information

Conference Location

Hotel Vida Mar *****

Estrada Monumental – Funchal

Tel: +351 291 717 700

Email: [email protected]

All meetings and meals will happen at Hotel Vida Mar, including departure by BUS to social programs.

Hotel location is pointed by the arrow. It is at a distance of a 10-15 min. walk to Funchal Town Center or 2 min. by bus on the Mobi Green Lines: 1, 2 or 4 (high frequency). On-board ticket: 1,95€.

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Wireless connection

Participants have free Wireless Internet Connection available all over the conference hotel. Open Wireless SSID is: CS. If help is needed, please contact the hotel desk or conference organization at the registration desk.

Access to conference papers on Springer website

The multiple-user token for the EEWC proceedings is znoTC6MN_3TPYxbHBDLnGQli6gk With this code all EEWC 2014 attendees are authorized to read and download the proceedings on SpringerLink. The token is valid during May 5 - June 5, 2014.

The direct link to the book is http://link.springer.com/book/10.1007%2F978-3-319-06505-2

Please find guidance how to use the token on http://www.ciaonetwork.org/uploads/eewc2014/springer_access.pdf

Access to other materials

During the conference participants may access address: http://www.ciaonetwork.org/uploads/eewc2014 to find other documents such as Doctoral Consortium papers and Presentation slides from the speakers whenever possible to make them available.

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THANK YOU FOR YOUR PARTICIPATION

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