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1 Product Information A

2 B Blue Ant is a registered trademark of proventis GmbH in the European Union. All other trademarks and product names are the property of their respective owners. proventis GmbH

3 Inhalt Why Blue Ant? Advantages 2 Users 4 Functions Overview 10 Planning 11 Resources 15 Work-time recording 18 Tickets 21 Travel costs 23 Checklists 26 Dokuments 28 Knowledge 30 Project billing 32 Portfolio 35 Controlling 37 Administration 40 Add-ons 43 Interfaces 45 Architecture System requirements 47 Technology 47 Editions 48 Services Training 50 Parallel consulting 50 Support 50 Partnerships Sales partnership 53 Cooperation partnership 53 References 54 Blue Ant Video Tour 56 Contact 57 1

4 Advantages Why Blue Ant? Six good reasons Blue Ant is the result of 50+ man years of practical project management experience. We have distilled the most successful methods into a software solution which will also advance your projects. Norman Frischmuth Managing Director proventis GmbH 2

5 Advantages Flexible Integration Blue Ant can be easily integrated into your existing IT environment through a variety of interfaces and web standards. More efficiency The availability of relevant information at a glance speeds up the decision-making process. In addition, Blue Ant s fast and transparent consultation, approval and information processes increase the efficiency of your project management. Data at the push of a button Blue Ant offers easy, web-based access to all relevant project data, regardless of time and location. More quality and cost control Blue Ant s results-oriented reporting allows your projects to be controlled live. As a result of the continuous use of Blue Ant, potential cost reductions can be identified quickly, thereby enhancing the quality of your project management (e.g. in terms of ISO certifications). Effective resource management Resource management across multiple projects helps you optimise planning processes, allowing the targeted use of employees. Possible future bottlenecks can be identified and avoided at an early stage. Less effort Continuous use of Blue Ant reduces the administrative burden of your project work within a short time. The lower costs which result lead to an accelerated return on investment (ROI). 3

6 Users Transparency and Communication: Optimally Integrate all Participants Managers Project Managers Project Team Members Project Management Office Controlling 4

7 Users Managers Overview just a click away Departmental and company-wide resource utilization is illustrated in real-time using graphical and tabular reports. With a click you can evaluate all your company s projects and consolidate key target, planned and actual figures according to your requirements at program and portfolio level. Optimal billing support Blue Ant effortlessly provides you with confirmation of work performed and costs incurred. You can validate, compile, and bill all cost items (labour, material and travel costs etc.) in project accounting through verification and approval mechanisms. At the push of a button, you can display and convert all billable, non-billable and previously- billed work performed into performance records or invoices. Flexible integration into existing IT Systems Blue Ant allows seamless integration into the existing IT systems of your business. There are modern web standards and interfaces for this, which means there is no need to replace accepted applications, thereby reducing implementation costs and increasing the acceptance of your multi-project management. 5

8 Users Project Managers Transparency for decisions The classic or agile project plan makes management-related information available to you in real time anywhere at any time. Emerging risks and budget deviations can be detected quickly and counter measures can be initiated. At the push of a button you can generate current project figures for clients, controlling and management and edit them with the aid of powerful presentation reports. Consequently, you receive the latest indicators and status reports and reduce your administrative effort. Increased quality through adherence to standards Checklists help to maintain important standards in your projects by enabling you to keep track of small tasks and points to remember. Templates and a checklist import function allow you to define standards for all projects. From the processing of points on an open point list to ensuring compliance with methods and process steps, checklists will help you ensure project quality. Rapid identification of suitable project resources Using the knowledge search, you can quickly find appropriate resources for your project and request them by clicking on the respective resource manager. Employee utilization graphics and existing project reservations keep you informed in the preparatory stages and give you planning certainty. Efficient use of resources Different work schedules and country-specific holiday calendars as well as individual skills profiles help you plan the use of resources. Integrated approval processes for resources, working hours, travel costs and absences are automatically initiated and accelerate decision-making. 6

9 Users Project Team Members Rapid time recording from anywhere Using the time recording function you can quickly and easily record your work totals on projects, activities and tickets. Whether in the office or on the road, you have convenient access to your data with any internet device. This saves a lot of time your time. Travel expenses accounting in a few easy steps The integrated travel expenses recording helps you to correctly record travel expenses directly onto the right project for tax purposes. The automated testing and release processes significantly reduce the processing time by the responsible authorities. Expenses can be reimbursed quickly and costs passed on to the customer. Transparency through complete documentation Document storage allows you to manage all project-related documents in one place. Changes to the documents can be made at any time and documents historicised. Complete project documentation ensures compliance with quality standards and creates transparency. Connect day-to-day business and project work With the ticket system you can collect, process and monitor all tasks, regardless, of whether they can be assigned to a project. In this way you can see all ad hoc tasks at a glance. 7

10 Users Project Management Office Automatic migration of all individual projects The PMO is the nerve centre of company-wide multi-project management and the interface to management. Blue Ant gives you technological support in this area. All project data and information comes together in real time in Controlling and is available for your daily business. You are automatically included in all essential approval and information processes. Resource management par excellence The central resource pool gives you a quick overview of the actual use of resources, making it possible to identify mistakes and planning inconsistencies in on-going projects in advance. Programs and portfolios under control Administrative tools make it possible for you to model the entire project landscape. This way you can set up and monitor programs and portfolios. Exact figures can be easily generated at all levels (projects, departments, programs, portfolios) and can be integrated into user-defined management presentations (layout, design). 8

11 Users Controlling Powerful analysis and early warning system All recorded multi-project management data is available to you for detailed evaluations and reports in Controlling. Whether the current workload situation or future workload scenarios with a few clicks you can get all the information in real time. Thanks to the integrated modular system for creating custom reports, you can calculate standard indicators as well as company-specific indicators based on current individual projects. Portfolio visualisation supports strategy alignment Using portfolio visualisation you can evaluate complex project landscapes and asses them graphically. This allows you to answer different questions about your multiproject management landscape in terms of portfolio and program composition as well as numerous other project parameters (project categories, priority, resource numbers, budget etc.). Rapid calculation of current work costs Work costs are collected for each of the projects and their activities in controlling and prepared for analysis. These variables in turn flow into further controlling measures, such as the Earned Value Analysis or the project performance. So you can generate precise daily premium or bonus codes without additional expense. 9

12 Functions Planning Resources Work-time recording Tickets Travel costs Checklists Documents Knowledge Project billing Demo video Portfolio Controlling Administration Add-ons Interfaces 10

13 Functions Planning Plan ahead. Manage efficiently. Blue Ant provides all project managers with a uniform platform for planning and managing their projects. Seamless integration with multi-project management also supports planners when searching for resources, planning utilization and coordinating absences. Demo video 11

14 Planning Transparent planning Projects quickly created with wizards and template management Classic and agile planning methods supported Project plans easily created and edited using MS Excel Import function for all project data from templates, projects and MS Excel Definition of employee, project or individual cost rates up to activity level Billability per activity and planned costs Planning interface to MS Project Project creation from quote items Calculation methods (forward/reverse) including critical path Creation of configurable conflict reports Creation of baselines based on current planning and/or any baseline Unlimited cross-project linking of activities in a multi-project structure Display of the main and sub-project structure, including all activities as PSP- or GANTT view Interactive GANTT view (drag & drop, copy & paste) Linking of checklists, ToDos and documents with activities 12

15 Planning Flexible budget and quotes management Flexible definition of cost and investment types Top-down budget allocation for main and subprojects Definition of budget defaults in time intervals (month/quarter/year) Rapid budget definition by adopting planned or actual data Budget calculation by specificying the return on sales Quotes created based on fixed price or work performed Quote value based on project plan or customdefined quote items Linking of quote items with activities and consideration of actual values in billing Creation of activities from quote items Invoice proposals with payment dates for settlement according to the quote or based on actual data Invoice proposals by means of serial function for freely-definable time intervals 13

16 Planning Project controlling Project status change with workflow and permissions Freely-configurable status reports including submission cycle and delivery Generation of key figures (efficiency, profitability, profit) Monthly plan messages Deferred revenue based on cost-to-cost (CTC) or earned value (EV) methods Control of all important information in project dashboard Work forecasts and milestone trend analysis Performance overview using comparisons (default, plan, baseline, actual, estimated)) Tabular or graphic representation of remaining amount development, completion, cost developments and earned value Cost and budget control Quick and simple adjustment of the planned values of estimated work/effort Preparation of project accounts Change directory over the entire project Archiving of projects Own report generator Issue of project information and figures via smartphone 14

17 Functions Resources Efficient planning. Optimal use. An optimal use of resources not only ensures the success of individual projects, but also has a positive effect on the entire project landscape. Blue Ant helps you identify mistakes in utilization planning at an early stage and take appropriate counter-measures. Demo video 15

18 Resources Resource costs Use of individual work-time calendars and worktime models for employees Cost rate definition for employees including historicisation Cost rates in hours, man days or months Fast allocation of cost types for employees according to their positions Knowledge and skills Documentation of the available knowledge in the company Resource/utilization planning across projects Skill definitions for all employees (Knowledge management) Resource search by skills required 16

19 Resources Resource reservation Automatic determination of reservation periods Virtual resources including replacement process Fast, cyclic reservation of employees using the reservation plan Simulation of employees Employee, project and corporate forecasts Request and approval of project resources Resource planning support for project management using desired skills definitions Employee management Employee profiles Illustration of project team calendars Contact management including organisation and cost centre structure Definition and billing of service times Holiday and absence management including approval process Access to absence overviews via smartphone Resource calendar including export or linking of absences and public holidays 17

20 Functions Work-time recording Record simply. Process efficiently. Demo video The ascertaining of actual work performed in a project is essential for effective project management. Blue Ant supports the user with simple and flexible recording options. 18

21 Work-time recording Convenient recording Quick time recording Work-time recording with calendar function and weekly overview Quick and precise recording using the stopwatch function Easy recording using daily and weekly views Percent complete recording Display of the weekly quota and work already booked Overall view of project and ticket work-times Individual time recording including start and finish times and break or duration Information about time budgeting per activity in time recording including overbooking control Recording of estimated additional and remaining work Reporting calendar week as completed Checking completion of work-times according to the work-time model Giving reasons for non-billable work-times and their consideration in accounting Locking of the calendar week once completion has been reported Additional clock in and clock out recording 19

22 Work-time recording Administrative Tools Recording of work-times for other employees Transfer of work-times (cross-project) Export of work-times, including export ID and edit lock Overbooking control of activities configurable per project Service cost centres for accurate accounting of hours Additional work account including transfer Freely-selectable release processes for work-times including two-man rule Deadline rules for work-times Overtime ledger, including carry-over and flexitime bookings Recording of clock in/clock out times configurable for each resource Definition of free checking routines for recorded work-times 20

23 Functions Tickets Manage easily. Connect practically. Operational procedures such as ad hoc tasks, internal orders, change requests, and error messages cost time and capacity and have to be dealt with promptly in every company. For easy ticket management and a meaningful connection with the day to day business, Blue Ant provides seamless integration into resource management.. Demo video 21

24 Tickets Ticket topics and ticket workflows Free workflow configuration including responsibilities and notifications Assistance for support teams Processing sequences for participants Support for resubmissions Fast recording using ticket templates Service level agreements Illustration of Service Level Agreements including support time, response and warning times, and billing types Configuration of escalation and warning mechanisms Different cost rates Administrative Tools Copying of tickets into existing activities Generation of new activities from a ticket Creation and editing of tickets via with any account, including domain white list Full integration into work-time recording, project planning, evaluation and controlling Professional linking of tickets with projects and/or activities Billing of tickets via project accounts Escalation via smartphone 22

25 Functions Travel costs Record comfortably. Process precisely. In addition to work costs, material and travel costs are also incurred in projects. Blue Ant provides the necessary workflows and approval processes for professional and rapid processing. Demo video 23

26 Travel costs Requests for receipts, costs and investments Fast and simple receipt and expenses recording by employees Document storage for each combined and/or individual receipt Transfer of requests to combined and individual receipts Expenses administration for each employee Free configuration of control mechanisms for request checking and approval 24

27 Travel costs Administrative tools Individualisation of receipt and combined receipt types Individual workflows for different combined receipt types Free configuration of supervisory bodies for each combined receipt type Fixed invoicing values for combined receipts and receipt types per project Country-specific expenses, mileage allowances, VAT amounts and benefits in kind such as breakfast, lunch and dinner, and their historicization Definable calculation logic of daily allowances paid per employee (daily calendar, 24-hour or 24-hour (Austria) Easy updating of expenses and mileage allowancesand benefits in kind using the import function Easy billing of receipt and travel costs in the project accounts Entry export of receipts possible in various formats Import of receipts from MS Excel Consideration of fixed or differing exchange rates 25

28 Functions Checklists Increase quality. Maintain standards. Compliance with quality standards and an overview of open points - Checklists guarantee the complete documen tation of necessary processes and also provide support in the monitoring of the project implementation plan. 26

29 Checklists Checklists Individual definition of checklists and tasks in the project Linking of checklists and todos with activities Free allocation of tasks and reminder functions to team members and other teams in the company Simple completion of tasks Automatic forwarding of tasks after completion Administrative tools Flexible status definition for tasks Definition of templates Extension of tasks to include customer-specific fields Central checking of completion of checklists and todos 27

30 Functions Documents Record seamlessly. Manage easily. Key results and concepts are reflected in documents. The document versioning in Blue Ant enables you to maintain an overview and project-based storage guarantees quick access to the desired documents. 28

31 Documents Manage documents Free filing structure for projects and templates Integration into projects at the push of a button Storage of any document Linking of documents and activities Storage of documents in tickets Locate documents Unlimited keywords for quick retrieval of documents Free allocation of editing rights Versioning of all documents 29

32 Functions Knowledge Gain an overview. Identify knowledge. Demo video Knowledge is the key production factor of your projects. Using knowledge maps and profiles in Blue Ant you can always keep your important resources in sight. 30

33 Knowledge Manage knowledge Free definition of the knowledge tree Creation of target profiles for employees Allocation of skills and characteristics defined for each employee Saved history of skill changes for development curves Automated request to update the employee knowledge profile Use knowledge Knowledge maps in the form of bar diagrams, line charts or spider charts Resource search according to skills and availability Resource requests including target skills Utilization charts per position (skills profile) Availability of free capacities of the desired profiles 31

34 Functions Project billing Create easily. Bill efficiently. Project services are not provided for their own sake, but to achieve a goal. Both stringent costing and billing form the foundations of sustainable project management. This applies to both external and internal projects.. 32

35 Project billing Fast service selection Selection of all billing-related services (times, receipts, tickets, material costs etc.) Configuration and processing of all billing data Configuration of recorded work-times for projects and tickets at agreed billing intervals Warning in the absence of release of billable services in the billing period Overview of all unbilled services Easy processing of performance records and invoices Designation and printing of work-times Optional designation of all non-billable services Fixed or automatic project billing Partial billing of tickets 33

36 Project billing Administrative tools Partial or complete cancellation of billing Rounding and capping function for each invoice Invoice layout definable per client Status of each invoice freely configurable (e.g. in checking, released ) Consideration of exchange rates including history 34

37 Functions Portfolio Present clearly. Use strategically. Programs or portfolios cluster projects for controlling and serve multi-project management. Project environments are cultivated and evaluated as a result. 35

38 Portfolio Create scenarios Create ad hoc scenarios Extensive selection criteria for defining portfolios No limit to number of portfolio templates Graphical evaluation Tabular and graphical portfolio illustration Data export to HTML, PDF or CSV 36

39 Functions Controlling Break down precisely. Manage efficiently. Process complex issues quickly and clearly in order to make the right decisions this is the essential aim of controlling. Blue Ant s multi-project management controlling can help.. Demo video 37

40 Controlling Reports and evaluations at the push of a button Cost and budget Budget management Project labour costs Employee labour costs Workload Cost centre evaluation Client revenue Department-specific performance reports Status reports Auditable release of plan messages for deferred revenue Ad hoc forecasts and analyses Project environments Baseline evaluation Completion tendency Earned value analysis Milestone overview Expenses and remaining expenses developments 38

41 Controlling Resource utilization Comprehensive, cross-project utilization views Tabular and graphical illustration of the project environment Interactive GANTT view (drag & drop) Different views, e.g. at company, project or employee level Numerical and graphical illustration of employee activities Projected additional expenses Administrative tools Free report configuration including calculation formulas Creation of report templates Integration of individual report expenditures (MS Office, PDF) Allocation of report templates to user groups Direct link of evaluations to individual projects and/or main or sub-project structures Access to various reports via smartphone 39

42 Functions Administration Design flexibly. Administrate easily. Software solutions must not only work well, they should also be easy to administrate. Blue Ant customers value the fact that the software can be easily adapted to changing requirements. 40

43 Administration Flexible user interface 100% web-based Intuitive operation Access via smartphone Individual design of the start page and various other settings or use of profiles Quick data supply via AJAX Technology Optional language and format settings (date, time, duaration) Simple and advanced search functions with predefined search settings User-defined configurations of screens and tables Compact data overview through the use of file cards Dynamic adjustment of all graphics within the browser window Complete adaptation of all texts, fields etc. to the language of your company Adapts to the corporate identity of your company Freely definable menu options Full screen function for complex illustrations 41

44 Administration Enhanced customizing Individual fields in the entire system Linking of free fields with third-party systems via URL-call Customer-specific reports with the BIRT report generator Project settings & configurable workflows Master data management and translation Individual settings per employee, project type and project status Template definition for documents, s, projects and checklists Format definition, pre-allocation of project numbers, quote numbers, invoice numbers, combined receipt numbers and individual receipt numbers Definition of column configuration Integrated Business Intelligent Reporting Tool (BIRT) Optional exchange rates including history Easy rights management User-defined allocation for users and/or user groups Individual storage of project-related user rights Historicisation of rights allocations Definition of access rights to employees, project and controlling data, per employee Unlimited alias user names Extra access authorisation for web services Import/export of rights groups and their profiles 42

45 Functions Add-ons Use simply. Expand flexibly. Your business is constantly changing and adapting to the demands of the market. Blue Ant supports you with add-ons that can be provided by you yourself or by our partners for your individual requirements. 43

46 Add-ons Current Add-ons Web services access with PHP Integration of two existing web services in a PHP application As a user of the Enterprise Edition of Blue Ant you can access web services, independently develop new add-ons or adjust existing ones. You can publish these add-ons and make them available for all Blue Ant users. Blue Ant app for iphone and Android Work-time recording on projects and tickets Percent complete recording Overview of all work-times for the account in use You can find the Blue Ant iphone App in the itunes store, and the Blue Ant Android App in the Google- Play store. If you are interested in publishing your Blue Ant add-ons, or you simply want to use existing ones, please contact us. Supported procedure models and standards GPM/IPMA ISO PMI/PMIBOK Prince 2 V-Model Individual processes 44

47 Functions Interfaces Integrate flexibly. Manage easily. Multi-project management and resource management live from data exchange. The data source should not matter. Blue Ant provides interfaces that guarantee this exchange of data. 45

48 Interfaces Available Interfaces Standard Edition Enterprise Edition Cloud Edition Microsoft Project interface Export of all data to PDF, HTML and MS Office Export of quotations, plan and current data to SWOT Import/Export of activities (MS Excel) Import/Export of work-time/receipts(sap, Navision, Sage, Datev, MS Excel) MS-Exchange Server 2007 SPI/2010 LDAP/ActiveDirectory or database connection for comparison of resource data, company divisions, user group assignment and user authentication SSO access via Open SAML and Windows Domain Web services for sub systems (SAP, Navision, Sage, Datev, MS Excel) Data exchange via XML & Direct links to Blue Ant functions Integration of Wikis, forums and other web applications Full integration into Projectplace (Social PM) optional 46

49 Architecture System Requirements Technology Server Operating System Windows from 2008R2 Server 64 bit Linux 64 bit Unix 64 bit AIX 64 bit Sun Solaris 64 bit Databank System Oracle from version 10 MAXDB version 7.8 MS-SQL-Server from version 2008R2 PostgreSQL version 9.2 Web Server Apache Tomcat 7 Runtime Environment Java SE Development Kit (JDK) from version 7 Hardware (approx. 50 users) 2,8 GHZ Dual-CPU or higher 8 GB RAM or higher Client Web-Browser Microsoft Internet Explorer from 9.0 Mozilla Firefox or related, current version Apple Safari, current version Monitorauflösung 1.280x1.024 pixels recommended Multi-Lingual Basic System XML/XSL-Parser for creating HTML, PDF, CSV Session management (storage and user control, AutoLogout) Navigation via Browser (Menu, Favorites, Help, Login/Logout) Data export/data import (XML) Rights Management Definitions of rights profiles to mask elements level (masks, text fields, buttons, navigation) Granting of rights for individuals and groups Pre-caching of frequently used rights elements User Management Automated registration Group management User monitoring (active user view) Master Data Management Customising of master data via browsers Management of master data in multiple languages 47

50 Editions The right solution for your company Every company has special requirements for its project and resource management. So Blue Ant offers three professional solutions, tailored to fit your individual needs. 48

51 Editions Standard Edition Enterprise Edition Cloud Edition Blue Ant module Master data administration Rights management Configuration via web Multi-lingual feature Interfaces MS Project synchronisation LDAP/ActiveDirectory Web services SSO MS Exchange Customizing / additional modules Solution pilot phase Software as a service (Rental) Purchase / leasing 49

52 Services Blue Ant service Tailored training & support The closer we adapt Blue Ant to suit your needs, the more you benefit. We assist you with training and on-going support, so that you can focus on what matters: the efficiency of your projects. Thomas Eichler Head of Training & Consulting 50

53 Services Training Training to make the start with Blue Ant easier To introduce you to Blue Ant, we offer a variety of training courses. Are you interested in a train-the-trainer course with the aim of building a Blue Ant core team in your company? Do you want to get a more indepth insight into the administrative part of the Blue Ant or learn more in an online training course about Blue Ant? We can help you. Simply contact our sales team. Webinars about current Blue Ant topics Our monthly webinars inform you quickly, effectively and flexibly about current project management issues, related to Blue Ant s PM functions. Our webinars are presented live on the Internet. Up-to-date with update training At our monthly update training you will learn about what s new in Blue Ant. In brief hands-on exercises, you will learn how to use the new features, after which you will be able to take full advantage of the latest Blue Ant version. User training to expand and consolidate your knowledge General user training: if you already have project management know-how and are familiar with our multiproject management software Blue Ant, we invite you to take part in our regular user training courses, in which individual Blue Ant functionalities are presented and consolidated with exercises. Parallel consulting Project management know-how through parallel consulting We provide process-oriented and practical project management advice so that you can use Blue Ant optimally. In our Project Shops we offer qualification for project heads, employees and managers through training, consulting and coaching. In addition, proventis experts support you with PM consulting for your company-specific projects. Support Competent service Purchase or Cloud customer - our trained support team will help you with any questions about Blue Ant. We ensure the technical availability of your system and provide on-site maintenance. 51

54 Partners Growth market Project management Real partnerships produce synergies of lasting mutual benefit, which we look forward to developing with you. Daniela Boldt Partner Management 52

55 Partners Successful partnerships are an essential part of our corporate philosophy For increased market development in the European Economic Area, we are looking for partners who want to support our growth. We offer the following partner programmes: Sales partnership As a Blue Ant Sales Partner, you will have the opportunity to handle acquisitions and sales support for Blue Ant customers, or to act as a referral partner. You will receive a commission on the sale of licences, and the procurement of training, services and support which you undertake on your own initiative. If necessary, we will provide an introduction to Blue Ant and regular short courses for new versions. There is no charge for the distribution partnership. Cooperation partnership In cooperation partnerships, you take over the support of the customers completely, from acquisition right through to installation and training. A pre-requisite for cooperation partnership is the appropriate training and certification of at least one of your employees. Regular update training sessions will keep you up to date with new developments. Naturally, our partner management will support you every step of the way! Any questions? Contact proventis Partner Management: Tel.: +49 (0)

56 References Companies who trust Blue Ant 54

57 References By introducing a pure knowledge request for project members, FRZ employees, whose know-how wasn t known about before, can now be identified as suitable project employees. This leads to a reduction in workload for our key knowledge carriers. Thomas Jahn, Resource Manager Oberfinanzdirektion Niedersachsen (OFD) 55

58 Blue Ant video tour: Explore the most important Blue Ant functions on video We present the Blue Ant software, the user interface and its key functions step by step. Sit back and get to know Blue Ant easily and comfortably. 56

59 Contact Contact Blue Ant proventis GmbH Neue Grünstraße D Berlin Telephone Tel.: +49 (0) Fax: +49 (0) Sales Holger Eckert +49 (0) Christopher Bilda +49 (0) Support Henryk Nehls Tel.: +49 (0) Partnermanagement Daniela Boldt Tel.: +49 (0) Marketing Simone Wesche Tel.: +49 (0)

60 Learn more about Blue Ant Contact us Free demo access Online tour 58

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