[
Boardmix Reviews
](https://www.g2.com/products/boardmix/reviews)

[
Boardmix Reviews
](https://www.g2.com/products/boardmix/reviews)

# Boardmix Features

##### 
## Analytics (3)

Analytics

Tools to analyze productivity and other team data in order to better plan tasks and projects.

Real-Time Analytics

Analyze and gain insights into data in real-time

Visual Analytics

Interact with data visualization elements, such as charts and graphs, to drill down into data

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##### 
## Execution (8)

Team Collaboration

The ability for teams to collaborate on projects and other tasks within the platform.

Project Management

Tools to plan, delegate, and track short- or long-term projects.

Task Management

Tools to assign and track tasks to various team members and monitor their completion.

Workflow Management

Create, design and manage workflows for repetitive tasks

Portfolio Management

Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk

Evaluation Management

Create, share, and manage the distribution of job descriptions/duties

Communication Management

Manage and track all internal and external communication conducted via calls, email, text, or chat

Feedback Management

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

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##### 
## Roadmapping (2)

Roadmaps

Tools to create visual roadmaps for long-term strategy or innovation.

Timelines

Long-term planning of projects, strategies, and taks with different phases or stages.

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##### 
## Design Tools (6)

Drawing

Allows users to draw on the whiteboard.

Marker Colors

Assigns or allows users to pick different colors to designate who is drawing.

Mind Mapping

Provides tools that design mind maps for brainstorming sessions.

Templates

Provides premade templates to organize the whiteboard.

Drag-and-Drop

Allows users to drag and drop images, videos, links, and other content onto the whiteboard.

Project Templates

Pre-designed project plans that can be customized

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##### 
## Communication Tools (2)

Voting

Offers a built-in voting system.

Commenting

Allows users to annotate the whiteboard or comment on specific pieces of content on it.

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##### 
## Integrations (3)

CMS Integrations

Integrates with outside content management systems to save the whiteboard or pull content from.

Sharing

Allows users to share or export whiteboards to other software.

Third-Party Integrations

Set up connections to third-party platforms to improve business processes

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##### 
## Software Offering (3)

In-Browser

Product is available as an in-browser application.

Desktop App

Product is available as a downloadable desktop application.

Mobile App

Product is available as a mobile application.

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##### 
## Collaboration Tools (12)

Collaborative Editing

Allows multiple users to edit the mind map from different devices simultaneously.

Task Management

Provides built-in task assignment capability.

Notes and Comments

Allows users to attach comments or notes to mind maps.

Whiteboard

Allows multiple users to simultaneously annotate on a digital whiteboard

Data Storage Management

Manage and store data in a database

Action Management

Detailed plan including steps, milestones, assignments, and timeline needed to complete a project, strategy or goal

Meeting Management

Manage the process of planning and scheduling meetings, including agenda creation

Assignment Management

Assign issues and tasks based on availability or required skills

Workflow Management

Create, design and manage workflows for repetitive tasks

User Management

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Deadline Management

Specify or track the date/time a project, task, etc., is due for completion

Content Management

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

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##### 
## Mind Map Availability (5)

File Formats

Mind maps can be saved as different file types.

Cloud Storage Integration

Mind maps can be stored via integrations with cloud content management systems.

Mobile Application

Software is available on mobile devices.

Desktop Availability

Software can be used at a desktop comupter by using a downloaded program or a web application.

Third-Party Integrations

Set up connections to third-party platforms to improve business processes

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##### 
## Visual Tools (3)

Styles and Themes

Offers different map styles and themes that change font, color scheme, etc.

Image Import

Allows users to import images for use on the mind map.

Custom Icons

Allows users to create and use custom icons for their mind map.

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##### 
## Platform Basics (10)

Templates

Provide templates for customer journey mapping to jumpstart the process.

Exporting

Ability to export customer journey maps in a variety of formats to present and analyze.

Multi-user Access and Collaboration

Allow team members to invite others to collaborate on journey maps and make direct changes.

Multiple Personas

Provide the ability to compare the experiences of multiple personas in one journey map.

Data Analytics

Ability to integrate with cross-channel, real-time data analytics to power customer journey map creation.

Predictive Analytics

Predict future data based on historical data sets

Behavioral Analytics

Track and analyse user behavior within a system or network

Campaign Analytics

Track and interpret campaign performance metrics

Website Analytics

Track and analyze information regarding website visitors

Visual Analytics

Interact with data visualization elements, such as charts and graphs, to drill down into data

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##### 
## Collaboration (4)

Integrated Communications

Integrates with outside communications software so its features can be used inside the application.

Native Communications

Provides native communication channels within the application.

Board Overview

Provides a map, table of contents, or overview that organizes a given workspace for easy nativagtion.

Screen Sharing

Allows users to share their screen within the application.

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##### 
## Hardware (2)

Required Hardware

Software requires a user to have specific hardware to support usage.

Bring Your Own Device

Users can run the software on their own devices.

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##### 
## Security (2)

Permissions

Users can provide permissions on specific accounts or workspaces to control access for specific workspaces.

Single Sign-On (SSO)

Software provide integrated or native single sign-on (SSO).

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##### 
## Agentic AI - Customer Journey Mapping (1)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

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##### 
## Agentic AI - Collaborative Whiteboard (3)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Cross-system Integration

Works across multiple software systems or databases

Adaptive Learning

Improves performance based on feedback and experience

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##### 
## Agentic AI - Mind Mapping (2)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Decision Making

Makes informed choices based on available data and objectives

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##### 
## Agentic AI - Visual Collaboration Platforms (2)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Natural Language Interaction

Engages in human-like conversation for task delegation

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##### 
## Additional Functionality (232)

Diagramming

Enables schematic data presentation through org charts, mind maps, flowcharts, and process diagrams.

Multiple Projects

Ability to handle several projects simultaneously

Generative AI

Use AI to generate content in the form of text, images, videos, etc.

Strategic Planning

At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them

Data Visualization

Graphical representation of data

Activity Tracking

Track and document all activities across devices, networks, and other systems

Flowchart

Diagram that represents an algorithm, workflow, or process

Data Import/Export

Import and export data to and from software applications

Drag & Drop

Assemble applications and processes by dragging over and arranging pre-built components

Planning Tools

Presentation Tools

Share and present designs

Tagging

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Graphical Data Presentation

Visual representation of data using various graphical elements such as charts, graphs, maps & other visual aids

Ideation

The creation, development, and sharing of potentially innovative new ideas

Mind Maps

Diagram used to organize information in a hierarchical way to show relationships

Real-Time Notifications

Notifications that are delivered to users as soon as an event occurs

Crowdsourcing

Collects information, opinions, or ideas from a group of people

Idea Ranking

Facilitates users voting on ideas that are presented so the most favorable ones can be highlighted and further pursued

Real-Time Updates

Receive system updates as soon as any changes are made

Collaboration Tools

Provides a channel for team members to share media files, communicate, and work together

Single Sign On

Allow users to access multiple services after entering their login credentials once

Templates

Sample files or documents that could be customized as needed or used as is

Role-Based Permissions

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Brainstorming

Group collaboration to solve ideas in a productive and concentrated manner.

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Project Planning

Organize and schedule projects

API

Application programming interface that allows for integration with other systems/databases

Org Chart Creation

Create and design org charts that include an organization's structure information, contact information, illustrations, and more

Version Control

Track revisions and updates made to files and navigate between different versions

AI Copilot

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Organizational Charting

Diagram that shows the structure of an organization and the relationships between parts

Chat/Messaging

Communicate using direct chat or messages within the system

Tagging

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Visual Workflow Management

Create, design, and visually represent processes within the software

Task Planning

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Task Management

Create, manage and track all task activities and progression

Idea Management

Create, collect, discuss, improve, and evaluate insights or alternative thinking before starting projects

Chat/Messaging

Communicate using direct chat or messages within the system

Real-Time Notifications

Notifications that are delivered to users as soon as an event occurs

Document Management

Store, manage, and track all electronic documents in a centralized location

Project Workflow

Create, manage, or update project workflows.

Template Management

Create, save, and re-purpose templates for emails, forms, etc.

Single Sign On

Allow users to access multiple services after entering their login credentials once

Whiteboard

Allows multiple users to simultaneously annotate on a digital whiteboard

Categorization/Grouping

Organize and group data or items based on various criteria

Projections

Estimate or forecast of a future scenario based on the study of present trends

Meeting Management

Manage the process of planning and scheduling meetings, including agenda creation

Mind Maps

Diagram used to organize information in a hierarchical way to show relationships

Video Conferencing

Connect with meeting participants remotely over video

Project Management

Plan and coordinate all the resources, costs and time needed to execute assignments

Diagramming

Enables schematic data presentation through org charts, mind maps, flowcharts, and process diagrams.

Collaboration Tools

Provides a channel for team members to share media files, communicate, and work together

Sketching and Annotation Tools

Create, draw, and annotate graphical content directly within the software application

Brainstorming

Group collaboration to solve ideas in a productive and concentrated manner.

Workflow Management

Create, design and manage workflows for repetitive tasks

Screen Recording

Record and save a video file of what is happening on a computer screen

Project Planning

Organize and schedule projects

Ideation

The creation, development, and sharing of potentially innovative new ideas

Digital Canvas

Canvas that can be used to create and collaborate in person and online.

Real-Time Updates

Receive system updates as soon as any changes are made

API

Application programming interface that allows for integration with other systems/databases

Commenting/Notes

Leave comments and notes on documents for others to view

Generative AI

Use AI to generate content in the form of text, images, videos, etc.

Task Scheduling

Track and manage the scheduling of tasks

Planning Tools

Multi-Department/Project

Manage the accounting and financial aspects of multiple operations and departments or ongoing projects from a single location

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Data Import/Export

Import and export data to and from software applications

Version Control

Track revisions and updates made to files and navigate between different versions

Presentation Tools

Share and present designs

Document Storage

Store and organize documents in a centralized system

AI Copilot

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

File Transfer

Move files across different systems or networks

Presentation Streaming

Broadcast live or pre-recorded presentations, including slides, videos, and multimedia content, over the internet

Task Progress Tracking

Track the status and progress of tasks

Reporting/Analytics

View and track pertinent metrics to find patterns and gain insights from data

Image Library

Store and manage images

Content Management

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Brainstorming

Group collaboration to solve ideas in a productive and concentrated manner.

Drag & Drop

Assemble applications and processes by dragging over and arranging pre-built components

AI Copilot

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Customizable Branding

Add customized logos and colors to align with company branding

Data Import/Export

Import and export data to and from software applications

Activity Tracking

Track and document all activities across devices, networks, and other systems

Role-Based Permissions

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Progress Tracking

Reporting on how each user, task or process has advanced since its initiation

Single Sign On

Allow users to access multiple services after entering their login credentials once

Mobile Access

Access software remotely via mobile devices

SSL Security

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Project Tracking

Monitor the progress of projects from start to finish

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Idea Development

Process of exploring and evaluating new ideas as well as composing solutions and tracking progress in order to bring them to market

Prioritization

Arrange tasks based on the level of priority or urgency

Engagement Tracking

Tracks metrics that provide insight into how a user interacts with any interface or product

Archiving & Retention

Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes

Collaboration Tools

Provides a channel for team members to share media files, communicate, and work together

Real-Time Notifications

Notifications that are delivered to users as soon as an event occurs

Generative AI

Use AI to generate content in the form of text, images, videos, etc.

Ideation

The creation, development, and sharing of potentially innovative new ideas

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Reporting & Statistics

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Chat/Messaging

Communicate using direct chat or messages within the system

Polls/Voting

Enable custom polls/voting to facilitate decision-making or increase engagement

API

Application programming interface that allows for integration with other systems/databases

Trend Analysis

Review data from past periods to reveal recurring tendencies and predict future performance

Configurable Workflow

Configure existing workflows to meet your organization's needs

Data Visualization

Graphical representation of data

Commenting/Notes

Leave comments and notes on documents for others to view

Multi-Channel Marketing

Coordinate marketing efforts across channels (email, landing pages, social media, etc.)

Map Creation

Create custom maps

Email Marketing

Create and send email blasts/campaigns

Single Sign On

Allow users to access multiple services after entering their login credentials once

Performance Metrics

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Customer Database

A collection of customer information such as contact details, demographics, previous interactions, etc.

API

Application programming interface that allows for integration with other systems/databases

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Data Linking

Collating information from different sources in order to create a more valuable and helpful data set.

Whiteboard

Allows multiple users to simultaneously annotate on a digital whiteboard

Drag & Drop

Assemble applications and processes by dragging over and arranging pre-built components

Data Visualization

Graphical representation of data

Collaboration Tools

Provides a channel for team members to share media files, communicate, and work together

Brainstorming

Group collaboration to solve ideas in a productive and concentrated manner.

Conversion Tracking

Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads

Workflow Management

Create, design and manage workflows for repetitive tasks

Activity Tracking

Track and document all activities across devices, networks, and other systems

Behavior Tracking

Track visitors'/audience's responses across web pages and other optimized content

Personalization

Adjust communications based on previous interactions or personal preferences

Customizable Reports

Alter the layout and content of reports

Customer Journey Mapping

Visualize and analyze customer experience across all touchpoints and channels

Customer Profiles

Record customer information, purchase history, and other notes

AI Copilot

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Third-Party Integrations

Set up connections to third-party platforms to improve business processes

Real-Time Notifications

Notifications that are delivered to users as soon as an event occurs

Tagging

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Audience Targeting

Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention

CRM

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Surveys & Feedback

Gauge satisfaction and receive information for improvement and success

Data Import/Export

Import and export data to and from software applications

Reporting & Statistics

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Communication Management

Manage and track all internal and external communication conducted via calls, email, text, or chat

Attribution Modeling

Analyzes the amount of credit that should be assigned to sales and conversion touchpoints.

Action Management

Detailed plan including steps, milestones, assignments, and timeline needed to complete a project, strategy or goal

Map Sharing

Share maps with internal and external stakeholders

Engagement Tracking

Tracks metrics that provide insight into how a user interacts with any interface or product

Customizable Branding

Add customized logos and colors to align with company branding

Generative AI

Use AI to generate content in the form of text, images, videos, etc.

Customer Touchpoints

Identify specific interactions between customers and brands

Customer Experience Management

Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.

Diagramming

Enables schematic data presentation through org charts, mind maps, flowcharts, and process diagrams.

Campaign Management

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

A/B Testing

Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness

Storyboarding

Dictate the order and pace of an eLearning course, including the logic for how different learners progress

Customer Segmentation

Process of dividing customers into groups based on common characteristics

AI Copilot

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Chat/Messaging

Communicate using direct chat or messages within the system

Commenting/Notes

Leave comments and notes on documents for others to view

Mind Maps

Diagram used to organize information in a hierarchical way to show relationships

Collaboration Tools

Provides a channel for team members to share media files, communicate, and work together

Network Diagram

Diagram that depicts connections among nodes in a network

Graphical Workflow Editor

Create, design and modify the flow and processes of tasks in a project

API

Application programming interface that allows for integration with other systems/databases

SSL Security

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Workflow Management

Create, design and manage workflows for repetitive tasks

Templates

Sample files or documents that could be customized as needed or used as is

Real-Time Data

Receive data and information in real time

Design Management

Collaborate on creating a product by sharing and adjusting designs through a shared portal

Task Management

Create, manage and track all task activities and progression

Organizational Charting

Diagram that shows the structure of an organization and the relationships between parts

Data Import/Export

Import and export data to and from software applications

Version Control

Track revisions and updates made to files and navigate between different versions

Flowchart

Diagram that represents an algorithm, workflow, or process

Auto Update

Automatic update of information / software

Single Sign On

Allow users to access multiple services after entering their login credentials once

Project Planning

Organize and schedule projects

Customizable Reports

Alter the layout and content of reports

Image Library

Store and manage images

Real-Time Updates

Receive system updates as soon as any changes are made

Multi-Language

Manage and support multiple languages

Document Embedding

Embed diagrams directly into documents

Document Storage

Store and organize documents in a centralized system

Freehand Sketch

The ability to manual sketch/create a diagram

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Brainstorming

Group collaboration to solve ideas in a productive and concentrated manner.

File Sharing

Public or private sharing of digital files such as documents, audio/video, images, and more

Wiki

An informational database that allows users to add, delete, or revise content

Drag & Drop

Assemble applications and processes by dragging over and arranging pre-built components

Graphical Data Presentation

Visual representation of data using various graphical elements such as charts, graphs, maps & other visual aids

Communication Management

Manage and track all internal and external communication conducted via calls, email, text, or chat

File Management

Create, save, and store files

Third-Party Integrations

Set up connections to third-party platforms to improve business processes

Strategic Planning

At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them

Data Visualization

Graphical representation of data

Generative AI

Use AI to generate content in the form of text, images, videos, etc.

Whiteboard

Allows multiple users to simultaneously annotate on a digital whiteboard

Gantt/Timeline View

Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies

Bottleneck Identification

Detect areas where test errors occur

Process Builder

Outline and document business processes via step-by-step building blocks

Team Management

Organizing a group of people to accomplish a task

Process Modeling & Designing

Visually identify, define, and map all details and relationships surrounding business process models and elements

Status Tracking

Track the status over time for a request, process, asset, or transaction

Design Templates

Create designs using pre-built templates or customize them with flowcharts, mindmaps, wireframes, network diagrams and org charts

Diagramming

Enables schematic data presentation through org charts, mind maps, flowcharts, and process diagrams.

Customizable Templates

Pre-designed layouts that can be customized to match preferences and requirements

Project Management

Plan and coordinate all the resources, costs and time needed to execute assignments

Video Conferencing

Connect with meeting participants remotely over video

Analytics

Tools for the systematic analysis of various types of data or statistics

Audit Trail

A record of all activities within the system, including user access, changes made, etc.

Screen Sharing

Digitally share screen view with others

Change Management

Track and monitor efficient handling of all changes/transitions

Document Management

Store, manage, and track all electronic documents in a centralized location

Visual Workflow Management

Create, design, and visually represent processes within the software

API

Application programming interface that allows for integration with other systems/databases

@mentions

An @mention is a way to tag or notify a specific person about a message/post

Commenting/Notes

Leave comments and notes on documents for others to view

Reminders

Timed notification for any upcoming task, deadline, appointment, or activity

Customizable Branding

Add customized logos and colors to align with company branding

Collaboration Tools

Provides a channel for team members to share media files, communicate, and work together

Surveys & Feedback

Gauge satisfaction and receive information for improvement and success

Progress Tracking

Reporting on how each user, task or process has advanced since its initiation

Single Sign On

Allow users to access multiple services after entering their login credentials once

Discussions/Forums

Online forums/groups where users can ask questions, share ideas, best practices, etc.

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

AI Copilot

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Data Import/Export

Import and export data to and from software applications

Third-Party Integrations

Set up connections to third-party platforms to improve business processes

Reporting & Statistics

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Audio Calls

Ability to make voice calls within the system

Search/Filter

Search and filter data across systems to locate required information by entering keywords or certain criteria

Calendar Sync

Synchronize with other calendars to view mutual availability and schedules

Drag & Drop

Assemble applications and processes by dragging over and arranging pre-built components

Generative AI

Use AI to generate content in the form of text, images, videos, etc.

Show More

## Top-Rated Alternatives

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Boardmix Comparisons

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##### Categories on G2

[
Collaborative Whiteboard
](https://www.g2.com/categories/collaborative-whiteboard)[
Visual Collaboration Platforms
](https://www.g2.com/categories/visual-collaboration-platforms)[
Customer Journey Mapping
](https://www.g2.com/categories/customer-journey-mapping)

[
Mind Mapping
](https://www.g2.com/categories/mind-mapping-software)[
Diagramming
](https://www.g2.com/categories/diagramming)[
Strategy and Innovation Roadmapping Tools
](https://www.g2.com/categories/strategy-and-innovation-roadmapping-tools)

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