Metadata descriptions. Can AI write them for you? Post author By Ian Gotts Post date 17 May 2024 Categories In AI/GPT, Documentation, Metadata management TL;DR – No The future is metadata Documenting your org and metadata changes is valuable: process maps, architecture diagrams, ERD, and metadata descriptions. But it is only valuable the next time that you go back to that metadata item to make a change. It is “delayed gratification” or as Kristi Campbell MVP put it “it’s…
Handing Off Salesforce Projects from Business to DevOps Post author By Ian Gotts Post date 23 February 2024 Categories In Business Analysis, DevOps, Impact Analysis, Implementation Overview The goal of every change project is adoption. The change could be minor; updating a discrete business process driven by feedback; addressing poor adoption; or eliminating waste. But the changes could also be a strategic, top-down digital transformation: the application of AI, the merging of two orgs; or the implementation of a new Salesforce…
Music and UPN in harmony. Love is the common thread. Post author By Ian Gotts Post date 14 February 2024 Categories In AI/GPT, Process Mapping Harmonizing Love Stories and UPN: The Symphony of Process and Emotion In the intricate dance of conveying emotions and tales of the heart, music and the Universal Process Notation (UPN) share a fascinating parallel. Just as music employs melodies and lyrics to tell love stories, UPN uses a balance of process steps and descriptive text…
Best practices for auto-generation of UPN diagrams Post author By Ian Gotts Post date 2 February 2024 Categories In AI/GPT, Business Analysis, Process Mapping GPT can now draw process diagrams We all know that business analysis is important. Salesforce invested a huge amount of time and effort to create the hugely popular BA Certification. Failing to do sufficient business analysis means we often start building before it’s clear that we understand the business requirements of the users. This wastes…
Silent killers in your org Post author By Ian Gotts Post date 30 October 2023 Categories In AI/GPT, Business Analysis, Change Intelligence Scary monsters Halloween is the one day in the year when LinkedIn is filled with scary stories of ghosts and ghouls. But those managing Salesforce face even scarier things every single day. Many they know about that keep them awake at night – like the super-complex flow that is mission critical, or the opportunity object…
Taylor Swift and Center of Excellence Post author By Ian Gotts Post date 13 October 2023 Categories In CoE Salesforce was quick, easy and safe. But, had a narrow focus. Now it is strategic, powerful and flexible. But, it needs a complete team, with the skills and tools to exploit the full performance, since everyone depends on it. Salesforce was “Taylor Swift playing a gig at the Nashville Rubber Duck Race”. It is now “Taylor Swift, the international superstar with a film made about her: the ‘Eras Tour.’
Process mapping with Ken (Ryan Gosling) Post author By Ian Gotts Post date 30 July 2023 Categories In Business Analysis, Process Mapping Written and process mapped by Ian Gotts So many of you loved the Ryan Reynolds process mapping video. It is fun and educational. And now with AI, great process mapping is even more important. It can save you hours of work because user stories can be generated automatically straight from process maps. The user stories…
AI means that BA is the new superpower Post author By Ian Gotts Post date 26 July 2023 Categories In AI/GPT, Architecture, Business Analysis, Change Intelligence Written by Ian Gotts AI powers your Salesforce Org Salesforce has announced the release of the first of the AI apps that help you achieve better results with your customer data. They aim to improve various aspects, like crafting more effective sales emails, providing better responses to service inquiries, and creating more engaging marketing campaigns.…
MDD (Metadata Description Definition) Post author By Ian Gotts Post date 23 June 2023 Categories In AI/GPT, Change Intelligence, Documentation, Metadata management Written by Ian Gotts AI is reading your descriptions Descriptions are rarely filled out when metadata is created, even though we know it makes sense. You cannot edit the descriptions for many standard metadata items, and some metadata items do not have description fields. More on that later. Filling out descriptions is a gift to…
