Accelerate your business analysis: reflections from Q2 product training webinar

We launched our much-anticipated partner program earlier this year and have been delighted with the response it’s generated amongst our most valued consulting partners. Driving the partner program is Robert Merrell, Director, Partner Enablement, who hosts quarterly training sessions, ensuring the community is kept on top of all product updates, enhancements, and our presence at various events.

Attending product training sessions is a mandatory component of the partner program. As we gear up for our third quarterly training session, let’s bring you up to speed on some of the talking points from our last webinar. Whether you missed the last session or just want a refresher, read on to revisit the conversation around AI and business analysis. To explore this topic and others in greater depth, watch the full webinar recording today – accessible to all our registered partners. Contact Robert Merrell (robert@elements.cloud) to get access to the recording training session.

Leveraging AI to transform business analysis

AI within Salesforce implementations is revolutionizing business analysis by automating routine tasks. This automation allows business analysts to focus on more strategic activities that require human insight, enhancing data accuracy and speeding up the analysis process. 

AI not only accelerates business analysis tasks but also reduces the chances of human error, ensuring the accuracy of the insights derived. By automating data entry and analysis, AI ensures that the information processed is precise and reliable, crucial in environments where decisions are heavily data-driven.

Elements.cloud has incorporated AI into our Change Intelligence Platform to support Salesforce business analysis. During our partner training session, we touched on the different ways in which you can leverage AI to streamline org management within your organization or when fulfilling a client project.

AI’s role in metadata management was emphasized as critical for maintaining system integrity and alignment with business goals, mirroring the importance we place on accurate data handling as discussed in our training sessions.

AI in Elements.cloud

Automated documentation: 

AI assists in automating the generation and updating of documentation. This ensures that documentation remains current and aligned with the latest system configurations and changes.

Predictive analysis: 

AI is utilized to predict the outcome of making changes in a client’s org, based on historical data. This capability allows businesses to anticipate potential issues, identify dependencies, and make data-driven decisions.

ElementsGPT:

Our AI-powered tool offers the ability to transform sketches, photos, and transcriptions into UPN process maps. Leverage ElementsGPT to streamline the painstaking process of creating user stories by harnessing its power to generate stories from UPN diagrams. With ElementsGPT generate stories for activities that contain any type of resource and leverage its ability to generate stories with required custom fields.

From transforming sketches into UPN process maps to generating user stories from UPN diagrams, reach out to our team today to enhance your productivity and secure new work.

Final word

The integration of AI into business analysis is setting a new standard for efficiency: significantly accelerating new projects and expediting existing implementations. As the technology continues to evolve, it’s expected to offer even greater benefits and transform Salesforce processes.

AI is dependent on high-quality data, which has been an inherent challenge with CRM systems.  Throughout the partner training session we discussed the typical roadblocks to data quality improvements and and how Elements can help remove them by leveraging our ability to enrich metadata with documents, links and tags. 

At Elements.cloud, we are committed to staying at the forefront of the AI revolution. In order to equip partners with the necessary knowledge of our platform and to get the most out of its various capabilities, we’ve recently revamped our Elements Academy. Explore how AI can transform your client offering and drive business forward, by accessing our learning resources today.

Product training session (Thurs Sep 26th, 11AM EST/ 4PM BST)

Our third quarterly training session is taking place later this month, exactly one week after Dreamforce 2024 wraps up. Be sure to register, to catch our round-up of Dreamforce, including partner activities, new feature launches, and some exciting roadmap-related announcements.

All registered partners will receive an email inviting them to the session. If you believe that you should be attending this session and have not received an invitation, contact us at alliances@elements.cloud.

MARK YOUR CALENDARS!! Partner Training Webinar Thursday September 26, 11am EST / 4pm BST