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Inventory by Mind Map: Inventory

1. CRM

1.1. Questions

1.1.1. Which CRM systems (vendors) exist (including "Excel")?

1.1.1.1. per Segment

1.1.1.2. per Location

1.1.2. What are the use case (Service, Sales, Marketing ...)?

1.1.3. Which CPQ solutions if any are being used by the sites?

1.1.3.1. SFDC-Steelbrick CPQ

1.1.3.2. SFDC Custom developed Quoting

1.1.4. Are metrics or KPIs available (users, leads per month, ...)?

1.1.5. Which add-ons are licensed, e.g. "Geopointe" for Salesforce?

1.2. Salesforce

1.2.1. Global Org

1.2.1.1. Installed Salesforce Products (Licenses)

1.2.1.1.1. Service Cloud Lightning CRM - Enterprise Edition: 390 licenses

1.2.1.1.2. Partner Community - Enterprise Edition: 60 licenses

1.2.1.1.3. Steelbrick CPQ - 12 licenses

1.2.1.1.4. Premier Success Plan (Support)

1.2.1.1.5. Sandbox (Full Copy)

1.2.1.2. Installed Salesforce Products (per Business Unit / Location)

1.2.1.2.1. Service Cloud Lightning CRM - Enterprise Edition

1.2.1.2.2. Partner Community - Enterprise Edition

1.2.1.2.3. Steelbrick CPQ

1.2.1.3. ISV Applications

1.2.1.3.1. Tavant (Warranty)

1.2.1.4. AppExchange Applications

1.2.1.4.1. Geopointe (AWP)

1.2.2. Cranes Org

1.2.2.1. Get licensing, app exchange apps, ISV apps from Thomas and Scott

1.2.2.2. [Stefan] Add license overview.

1.2.2.3. [Stefan] Add field service information

1.2.2.4. [Kausar] Contact Scott to get an overview about any AppExchange app installed in the Cranes org

1.2.3. Other Terex orgs (review needed)

1.2.3.1. ** The following orgs are based on a report I got from our Salesforce account manager. ***

1.2.3.2. "Terex Australia - MPS"

1.2.3.2.1. Account number 4-618311

1.2.3.2.2. 23 licenses

1.2.3.3. "Terex Crane China"

1.2.3.3.1. 5 licenses

1.2.3.4. "Terex Australia - Cranes"

1.2.3.4.1. 5 licenses

1.3. Microsoft Dynamics

1.3.1. India

1.4. Project requests

1.4.1. Terex Fuchs

1.4.1.1. Timeline: First quarter 2017

1.4.1.2. Current CRM: Excel

1.4.1.3. Licenses: 10-15

1.4.1.4. Primary goals: Consistent sales process, reporting

1.4.1.5. Contact: Elena Sobolew

1.4.2. Powerscreen

1.4.2.1. Timeline: First quarter 2017

1.4.2.2. Current CRM: Excel

1.4.2.3. Licenses: 20-25

1.4.2.4. Primary goals: Consistent sales process, reporting

1.4.2.5. Contact: Michelle Murphy

1.4.3. AWP China

1.4.3.1. Timeline: Late 2017 implementation

1.4.3.2. Current CRM: none

1.4.3.3. Licenses: 6 - 8

1.4.3.4. Primary goals: Manage data, contacts, drive consistency

1.4.3.5. Contact: Min Ma

2. Marketing Automation

2.1. Pardot

2.1.1. Genie USA

2.1.2. Genie EMEAR

2.1.3. Cranes

2.1.4. Materials Processing

2.1.5. Corporate Marketing

3. Web Content Management / Websites

3.1. Questions

3.1.1. Websites based on Oracle WebCenter Content?

3.1.2. Websites hosted on Wordpress?

3.1.3. Review domain list on MarkMonitor?

3.2. Sitefinity

3.3. Managed with Oracle WebCenter Content

3.3.1. Terex Corporate

3.3.2. Terex Services

3.3.3. Terex China

3.3.4. Terex India

3.3.5. Terex Cranes

3.3.6. Terex Construction

3.3.7. Terex Materials Processing

3.3.7.1. Conveying Systems

3.3.7.2. EvoQuip

3.3.7.3. Finlay

3.3.7.4. Minerals Processing

3.3.7.5. Environmental Equipment

3.3.7.6. Washing Systems

3.3.8. Terex Utilities

3.3.9. Terex Aerial Work Platforms

3.3.9.1. Genie NA

3.3.9.2. Genie EMEAR

3.4. Managed with Wordpress

3.4.1. Aerial Work Platforms

3.4.1.1. Aerial Pros

3.4.1.1.1. http://aerialpros.genielift.com

3.4.2. Terex Materials Processing

3.4.2.1. Powerscreen

3.4.2.1.1. Managed by vendor

3.5. Managed with Typo 3

3.5.1. Terex Fuchs

3.5.1.1. Managed by vendor

3.6. PHP Based, no CMS

3.6.1. Genie Australia

3.6.1.1. Managed by vendor

3.6.2. Terex Latin America

3.6.2.1. Managed by vendor

4. Portals

4.1. Questions

4.1.1. Which portals do exist?

4.1.2. What are the use cases?

4.1.2.1. Customer portals

4.1.2.2. Partner portals

4.1.3. Which technology is used for the portals?

4.1.3.1. Oracle WebCenter Content

4.1.3.2. SharePoint

4.1.3.3. Developed by vendors

4.1.4. Are metrics or KPIs available (users, leads per month, ...)?

4.2. Salesforce

4.2.1. Customers - Warranty (Tavant)

4.2.1.1. https://terex.force.com/warranty

4.2.2. Insurers - Warranty (Tavant)

4.2.2.1. https://terex.force.com/insurer

4.2.3. Partner - Tepl

4.2.3.1. https://terex.force.com/partner

4.3. Oracle WebCenter Content (link http://distributor.terex.com)

4.3.1. Cranes

4.3.1.1. global

4.3.2. MP

4.3.2.1. Washing Systems

4.3.2.2. Finlay

4.3.2.3. Powerscreen

4.3.2.4. Evoquip

4.3.2.5. Materials Processing

4.3.2.6. Environmental Equipment

4.3.2.7. Fuchs

4.4. "Home grown" - PHP

4.4.1. Construction

4.4.1.1. http://www.terex-cdd.com/

4.4.2. Utilities

4.4.2.1. https://utilitiessupport.terex.com/login/login.php

4.5. "Home grown" - NET

4.5.1. Construction

4.5.1.1. http://constructionsupport.terex.com

4.6. AWP

4.6.1. Used Website?

4.6.2. .Net eCom, Techpubs, Warranty

5. Warranty

5.1. TWS / Tavant

5.1.1. Which locations are using TWS / Tavant?

5.2. Salesforce & SAP at Cranes

5.3. AWP .Net

6. Mobile Apps

6.1. Sales Support Apps (UCM backend)

6.1.1. iOS

6.1.1.1. eLiterature Genie

6.1.1.2. eLiterature Terex

6.1.1.3. Sales / Marketing Apps

6.1.1.3.1. Cranes

6.1.1.3.2. Finlay

6.1.1.3.3. MPS

6.1.1.3.4. Powerscreen

6.1.1.3.5. Washing Systems

6.1.1.3.6. Environmental Equipment

6.1.1.3.7. Fuchs

6.1.1.3.8. Genie

6.1.1.3.9. Construction

6.1.1.3.10. Utilities

6.1.1.4. Salesforce1

6.1.2. Android

6.1.2.1. eLiterature Terex

6.1.2.2. Sales / Marketing Apps

6.1.2.2.1. Cranes

6.1.2.2.2. Construction

6.1.2.2.3. Fuchs

6.1.2.2.4. Utilities

6.2. Demag Event App (iOS and Android)

7. Social Media

7.1. Facebook

7.1.1. Maybe multiple channels for segments?

7.2. Twitter

7.3. LinkedIn

7.4. YouTube

7.5. Flickr

8. Enterprise Content Management

8.1. Systems

8.1.1. Oracle WebCenter Content

8.1.2. Microsoft SharePoint 2010

8.1.2.1. Global Production Environment (AWS)

8.1.2.2. Global Test and Recovery Environment (AWS)

8.1.2.3. AWP Environment (RDM)

8.1.2.3.1. Will be decommissioned EOY.

9. Collaboration

9.1. Project Management (Scrum)

9.1.1. Atlassian Jira

9.1.2. Salesforce Agile Accelerator

9.1.3. Team Foundation Server (TFS) / Visual Studio Online

9.2. File Sharing / Document Collaboration

9.2.1. Salesforce

9.2.2. SharePoint team sites

9.2.3. Google Drive / Docs

9.2.4. GIOS Liquid Files?

9.3. Conferencing

9.3.1. Intercall

9.3.2. Google Hangouts

9.3.3. BlueJeans

9.4. Communication / Collaboration

9.4.1. SharePoint

9.4.2. Salesforce Chatter

9.4.3. Lync / Messenger

9.4.4. Skype

9.4.5. Google+

10. eCommerce

10.1. TMS / iStore

10.1.1. South Haven (Construction) Willmington(Cranes) Cedrapids(MP) Louisville(MP) Dungannon(MP) Coventry(Construction) Crespellano(Cranes) Rothenburgh (Fuchs/MP) Rothenburgh (Yanmar) India(MP) Umbertide(AWP) Haryana(MP) Hosur(MP)

10.2. Cranes (see http://www.terex.com/cranes/en/salesandsupport/parts/index.htm)

10.2.1. Zweibrücken Web Shop - Weco Zweibrücken Online Spare Parts Catalogue - Docware (integrated to Weco store) Crespellano Web Shop North American Web Shop Fontanafredda Web Shop Montceau-les-Mines Web Shop

10.3. AWP .NET Application

10.3.1. AWP NA - North Bend and Southaven Utilities NA - North Bend and Southaven AWP EMEAR - Roosendaal

10.3.1.1. Integrated ARI Parts Catalog, techpub

10.3.2. SmartEquip integration

10.4. [Stefan] Id other eCom stores - Stefan & Murali to check docs

11. Supporting Services

11.1. Domain Management

11.1.1. MarkMonitor

11.2. Big Data / Analytics

11.2.1. Google Analytics

11.2.2. eCost (Procurement Analysis)

11.3. Code / revision management

11.3.1. Atlassian Bitbucket - Git

11.3.2. Visual Studio Online (TFS - Git)

12. Integrations

12.1. Application Integration

12.1.1. Dell Boomi

12.2. ETL

12.2.1. Informatica

12.3. EDI

12.3.1. Sterling Managed Services

12.4. AWP BizTalk

13. Call Center

13.1. What softwares/systems are used by different locations?

13.2. AWP CTI Solution?

14. Misc. Web Apps

14.1. Freight App (Heroku, NodeJS, Boomi, OTM)

14.2. Questions App (Heroku, NodeJS, Angular, MongoDB)