Entity / Process,Owner - DRB,Owner - Unitec,Source DRB,Source Unitec,Associated Module,Historial Data,Conversion / Interface,Notes / Details,Plan & Approach for Conversion / Interface,Conversion (Y/N)
Accounts (Customer Record),Mike Smith,"Jim, DRB Accounting (Sara, Kelly, etc.)",SFDC,Macola,Sales,Yes,Conversion,"Account Records to be loaded to Dynamics 365, maintaining Account Structure and Heirarchy Relationship (Organization, Site, Distributor)",,
Contacts,Mike Smith,"For Sales Related: Jim, DRB Accounting (Sara, Kelly, etc.) For Service Related (Synergy) this is maintained by Tech Support.",SFDC AND Clientele,Macola / Synergy,Sales,Yes,Conversion,"All Sales Related Contacts to be Loaded from SFDC, however Customer Service Related Contacts that only exist in Clientele may have to be imported also.",,
Leads,Mike Smith,"Nancy, Mike White",SFDC,Not in Macola (Spreadsheets),Sales,Yes,Conversion,,,
Opportunities,Mike Smith,"Nancy, Mike White",SFDC,Not in Macola (Spreadsheets),Sales,Yes,Conversion,,,
Competitors,Mike Smith,"Nancy, Mike White",SFDC,Not in Macola (Spreadsheets),Sales,Yes,Conversion,,,
Activities,Mike Smith,Mike Smith,SFDC,Managed via Outlook - SFDC,Sales,Yes,Conversion,"Task Records such as Phone Logged Phone Calls, Tracked Emails, Appointments, etc. exist in SFDC.",,
Quotes,Mike Smith,Mike White,SFDC,Quotes are Generated / Managedin Spreadsheets,Sales,Yes,Interface,,,
Orders,Mike Smith,Nancy,Clientele / SL,Macola,Sales,Yes,Interface,,,
Pricing / Price Lists,Mike Smith,Jim and Jen Ward,SFDC / SL,Pricing = Macola / Price Lists = Marketing Team (Jen) ,Sales,Yes,Interface,"Plan for Future State is to have this Reside in SL, and exposed to D365 via Stored Precedure",,
"Products (Kits, Bundles, etc.)",Mike Smith,Jim & Unitec Engineering Team,SFDC / SL,Macola (All Item Records are in Macola),Sales,Yes,Interface,"Plan for Future State is to have this Reside in SL, and exposed to D365 via Stored Precedure",,
Discounts,Mike Smith,Sales Representatives,SFDC / SL,"Macola - Accounting People Look at Discounts, Sales People Apply Discounts",Sales,Yes,Interface,"Plan for Future State is to have this Reside in SL, and exposed to D365 via Stored Precedure",,
Commissions,Mike Smith,Mike White,TBD,TBD,Sales,Yes,Interface,"Plan for Future State is to have this Reside in SL, and exposed to D365 via Stored Precedure",,
Product Card,"Don O, Jeremy, Kim, Vince",TBD,Clientele / SL,Macola / Synergy,All,Yes,Interface,"This tell uses which customer has what product, and when it was sold. More details on this need to be discussed with Don O.",,
Docusign Executions,Mike Smith,Nancy to Confirm,SFDC / SL,TBD - May be merchant Department,Sales,Yes,Interface,,,
Freight Estimations / Calculations,"Jeremy, Kim, Vince",Jim & Warehouse Shipping Managers,UPS Worldship System (Warehouse),StarShip which is Integrated with Macola - Writes Tracking Information & Freight Charges Directly to the Order Record,Sales,Yes,Interface,"There is miminal integration established here, to pull tracking information from UPS Worldship and send it to Clientele.",,
Tax Estimations / Calculations,"Jeremy, Kim, Vince",Malini,Avalara / SL,In Process of Implementing Avalara within Macola,Sales,Yes,Interface,,,
Campaigns,"Mike Smith, Joe Shoemaker",Lisa Robey & Jen Ward,SFDC / Pardot,TBD,Marketing,Yes,Conversion,Standard Campaign Data Exists in Pardot,,
Campaign Automation,"Mike Smith, Joe Shoemaker",Lisa Robey & Jen Ward,Pardot,TBD,Marketing,Yes,Conversion,"Campaign Automation (Drip Process Flow, Rules, etc.) exist in Pardot",,
Email Marketing,"Mike Smith, Joe Shoemaker",Lisa Robey & Jen Ward,Pardot,"Constant Contact, To Verify",Marketing,Yes,Conversion,Replication of recurring emails probably needed,,
Web Forms / Landing Pages,"Mike Smith, Joe Shoemaker",Lisa Robey & Jen Ward,Pardot,TBD,Marketing,Yes,Conversion,Web Forums built and managed from Pardot would have to be recreated.,,
Marketing Reports,"Mike Smith, Joe Shoemaker",Lisa Robey & Jen Ward,Pardot,TBD,Marketing,Yes,Conversion,"Report Inventory to be confirmed and fine tuned, and identification of specific data sources, and whether the Report will be replicated in D365, or PowerBI.",,
Marketing Lists (Prospect Lists),"Mike Smith, Joe Shoemaker",Lisa Robey & Jen Ward,Pardot,TBD,Marketing,Yes,Conversion,,,
Surveys,"Mike Smith, Joe Shoemaker",Lisa Robey & Jen Ward,Third Party Service,TBD,Marketing,Yes,Conversion,"Surveys can be replicated via Dynamics 365 ""Voice of the Customer"" Survey Management Feature",,
Lead Scoring,"Mike Smith, Joe Shoemaker",Lisa Robey & Jen Ward,SFDC / Pardot,TBD,Marketing,Yes,Conversion,,,
"Case (Incident, Call, Event, etc.)","Jeremy, Kim, Vince",Wayne Walker,Clientele (SWORDS) ,Synergy (STS Customizations as well),Service,Yes,Conversion,"Referred to as Call Records in Clientele, with associated ""Child"" Call records as Events",,
Alerts (Pop-up Notifications for Service Agents),"Jeremy, Kim, Vince",Wayne Walker,Clientele (SWORDS),TBD,Service,Yes,Conversion,To be Case Records in Dynamics 365,,
Queues,"Jeremy, Kim, Vince",Wayne Walker,Clientele (SWORDS),Shoretel (Implemented in September),Service,Yes,Conversion,,,
"Non-Support Group Management
(Support Admin Queue)","Jeremy, Kim, Vince",Nancy& Customer Care (This is Other than Text Support),Clientele (SWORDS),Shoretel (Implemented in September),Service,Yes,Conversion,,,
Escalations,"Jeremy, Kim, Vince","Mark Evanko, Wayne Walker",ShoreTel / Clientele (SWORDS),"For Escalations, a Separate Ticket is established and transferred to Engineering (In Synergy)",Service,Yes,Conversion,,,
Knowledge Base Articles,"Jeremy, Kim, Vince",TBD,"Custom Third Party Service, Separate Site",TBD,Service,Yes,TBD,"To be Replicated within Dynamcis 365, or exposed to Dynamics 365",,
Support Agreements,"Jeremy, Kim, Vince",TBD - Not currently in Process,Clientele (SWORDS),In Process of selling Support Options and Agreements to their Customers (End Users),Service,Yes,Interface,,,
RMA Main,"Jeremy, Kim, Vince",Angie ,Clientele,"For RMA, another Ticket is created and transferred to the RMA Department (In Synergy)",Service / Aftermarket,Yes,Interface,,,
RMA Item,"Jeremy, Kim, Vince",Angie ,Clientele,"For RMA, another Ticket is created and transferred to the RMA Department (In Synergy)",Service / Aftermarket,Yes,Interface,,,
RMA Labor,"Jeremy, Kim, Vince",Angie ,Clientele,"For RMA, another Ticket is created and transferred to the RMA Department (In Synergy)",Service / Aftermarket,Yes,Interface,,,
RMA Service,"Jeremy, Kim, Vince",Angie ,Clientele / SL,"For RMA, another Ticket is created and transferred to the RMA Department (In Synergy)",Service / Aftermarket,Yes,Interface,,,
Project Record,"Jeremy, Kim, Vince",Nancy/Wayne,Clarizen,Clarizen,Project Service Automation,Yes,Conversion,Projects and Project Templates to be Replicated/Converted from Clarizen,,
Project Tempates,"Jeremy, Kim, Vince",Nancy/Wayne,Clarizen,Clarizen,Project Service Automation,Yes,Conversion,,,
"""Ship Date"" Determination","Jeremy, Kim, Vince",Nancy/Wayne,Clarizen,Clarizen,Project Service Automation,Yes,Interface,,,
Work Breakdown Structure (Work Plan),"Jeremy, Kim, Vince",Nancy/Wayne,Clarizen,Clarizen,Project Service Automation,Yes,Conversion,,,
Project Workflow Rules and Actions,"Jeremy, Kim, Vince",Nancy/Wayne,Clarizen,Clarizen,Project Service Automation,Yes,Conversion,,,
Project Resource Management,"Jeremy, Kim, Vince",Nancy/Wayne,Clarizen,Clarizen,Project Service Automation,Yes,Conversion,,,
