Elements for Consultants

Designed for consultants by consultants

Elements is a freemium Agile Business Analysis (requirements capture, business process mapping, documenting systems config) application that has been designed so you can deliver real results for your clients – whatever you specialize in; Salesforce implementation, business transformation, regulatory compliance, or digital innovation.
Dump MS Office, Visio, Powerpoint or GoogleDocs and step up to Elements.cloud.

Delight your clients with the compelling features and FREEmium model

Get started with your clients using the FREE plan. Upgrade if and when the client sees the value of PRO. Use the 14 day trial of the Config Inventory to derisk your projects before you start.

GDPR is a huge opportunity… still

Help clients with their privacy permission / consent management by implementing our Data Privacy Manager managed package for Salesforce and Pardot.

Win & deliver more profitable work

Win work by showing process models that demonstrate your knowledge of the client’s business and your ability to deliver.

Get a better understanding of client requirements to deliver the apps faster with less rework. Reduce project risk by seeing a true picture of their existing Org config.

And leave them with a documented Org – at no additional cost to you or them.

Drive up efficiencies & utilization

Build reusable standard process models for your areas of specialization. Sales and delivery teams then understand the playbook and can hit the ground running.

Define your delivery methodology as a process model to increase project consistency and staff portability across projects.

Be your best client. Map your internal operational processes and drive out inefficiencies; onboarding new staff, exhibiting at events, winning work, launching projects.

Develop annuity revenue

Create annuity revenue by launching a Center of Excellence that provides governance and compliance support for client processes.

Use your visibility of the client processes and customizations to provide on-going support for their implementations.

Build out your quick-starts into detailed process models that demonstrate tangible and defensible Intellectual Property. Use the models to create industry apps.

What are you waiting for?

REGISTER FOR FREE

25 May 2018

A EU Data Privacy standard that affects ANYONE that holds data on EU Residents.

Fines are up to 4% of revenue!!!

www.eugdpr.org

Massive consulting opportunity. We have a GDPR solution for you.

Clients are behind the curve on being able to demonstrate compliance and are turning to consultants for support as they scramble to get their act together.

We have extended Elements.cloud to make it easier and faster for clients to meet the regulatory requirements in time – and for you to help them. This is in 3 areas:

1. CONSENTS: For Salesforce customers we have a managed app to track consents / permissions based on marketing rules. It automatically sets expiry dates and manages unsubscribes. It is on the Appexchange  $3,000 / Org / year
2. DATA INVENTORY: Don’t spend hours building a spreadsheet with data fields for all your apps that you know will be out of date tomorrow. Sync all app field data into a Ref Model so it can be validated.
2. PROCESSES: Map processes with version control that satisfies the regulators and helps your staff maintain compliance. We are building some standard processes that can be used as a starting point.

VISIT OUR GDPR PAGE FOR MORE INFORMATION

We have completed over 250 Salesforce implementations and every single one has started with a workshop to map out the key processes, identify today’s issues and agree how best to use Salesforce to streamline and simplify the processes. We call it Process Led Implementation which is the best way to ensure a successful project that really delivers for the business.

Mike McKintyre MBE, Director, Xenogenix

Don’t let the simplicity fool you. We’ve applied this (process) approach with great success to large complex organizations that have sophisticated IT landscapes. Simplicity drives engagement, agreement and results.

David Barnes, Principal Consultant, Calvaria & interim BPM Master, Nestlé Research

Free for ever, for everyone. Yes!

The core Elements.cloud features and the Salesforce Integration are free, for ever, for everyone. Yes, really. That it is our commitment. How do we make money? We have Pro capabilities that you may decide that your clients need.  Or clients may upgrade their Space after you have gone.
Some of the compelling Pro features include:
GDPR regulatory support
Governance and Version Control
Ref Model sync to document Salesforce Org config
Themes and images for process diagrams
We continue to add to the capabilities to make upgrading an easy business decision. But you can work with the free offering to deliver what your clients need. Your choice.

FEATURE COMPARISON (FREE vs PRO)

Elements.cloud: a powerful cloud platform

FREE

PRO

Each User has a Personal Space and can create team Spaces to collaborate with others around Requirements, Process Maps and Ref Models

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Integration with Salesforce: install Managed Package and connect Org to a Space for Single Sign On

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Add attachments to any object: note, URL link, Data Table

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Advanced attachments; images, URL links from the URL Link Library & Ref Models.

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Manage users in User Groups

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Control access / visibility to any attachment by User Group

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Add and manage links in the URL Link Library.

When an external URL changes, update it in the URL Library, and all links are automatically updated e.g. Salesforce changes your server from NA22 to NA35 or you move to a custom domain

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Ad-hoc reporting on Requirements and Process Maps

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Saved report formats and reporting on Ref Models

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Free text search within a Process Map or across a Ref Model

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Capture user requirements and user stories

FREE

PRO

Any user can submit and raise a Requirement

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Any user can add attachments and collaborate/comment on a Requirement

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A Requirement can have attachments and be linked to an activity box in a Process Diagram

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A Requirement Manager can track a Requirement through the lifecycle from submitted to implemented or deleted

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A Requirement can have one or more User Stories, which can have attachments and collaboration/comments

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Kanban view (coming soon)

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Import Requirements from CSV file

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User Stories can be synchronized with Jira or Agile Accelerator

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Salesforce Lightning component so any user can raise and submit a Requirement (requires Salesforce Integration managed package to be installed) (coming soon)

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Map processes and collaborate on business improvement

FREE

PRO

Editors can create process maps. A map is a hierarchy of process diagrams that enable the most complex processes to be easily understood by anyone

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Control access rights of a process map; Manager, Editor, Viewer. With one click give users view access to a map. Control editor rights by user.

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Share maps securely with users outside your organization; consultants, contractors, vendors, partners, customers, volunteers

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Add Digital Rights Management on maps that are shared outside your organization

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Collaborate/comment on a process diagram

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Attach notes, URLs, Data Tables and Requirement links to any step in a process diagram

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Attach images, URLs from the URL Link Library, Data Tables, Ref Model links to any step in a process diagram

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Drop images onto process diagrams or use an image as an activity step

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Smart renumbering of activity boxes on a diagram

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Control who can invite users to maps and set access rights for editors at a diagram level, not just at a map level

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Change log with snapshots of diagram images when you start each editing session. Take additional manual snapshots.

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Document your Salesforce & other app config to understand the impact of changes & GDPR

FREE

PRO

Sync Salesforce config from Sandbox Org into an Elements.cloud Ref Model. Make Ref Model GDPR Enabled to validate which fields hold Personal Data (requires Salesforce Integration managed package to be installed)

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Get instant insights into config and report on Salesforce Ref Model items; e.g. no of custom objects & fields, number of record types

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Create an Elements.cloud Ref Model for any app/system by CSV Import or manual entry. Make Ref Model GDPR Enabled to validate which fields hold Personal Data

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For GDPR Enabled Ref Models, any field can be GDPR enabled and can then store the status: Not assessed / Not assessed – potential / Personal Data / Personal Data Sensitive / N/A

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Add attachment to any item in Ref Model; notes, URL, URL Link Library, Data Table, Image

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Get line of sight from Requirements and Processes to any item in a Ref Model  Link to Requirements shows why you needed it. Link to step in a Process Map  shows how and where you use it

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Run impact analysis reports on any item in Ref Model; attachments, links, GDPR status

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Tag any Ref Model item; “evaluated” “Release X” “LEX ready” “delete-not used”

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“Where is this field used” – across every item in the Ref Model (coming soon)

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Deliver user training and drive up adoption

FREE

PRO

Use the maps for training; attach links to procedures, training documents, videos, apps e.g. Salesforce

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With one click give all users in the Space view rights to a map.

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Embed a diagram in a Salesforce standard or custom object (requires Salesforce Integration managed package to be installed)

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Create a list of shortcuts to diagrams by adding diagram links to the Salesforce Elements tab (requires Salesforce Integration managed package to be installed)

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Create internal portal page with links to individual diagrams via their unique URL

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Provide easily managed governance; releases, versions and compliance

FREE

PRO

Release Managers can create and manage Releases. A Release applies to all content in a Space

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Manage process diagrams through the release cycle;  draft, ready for release, published, archived

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Step through all versions of a diagram to review the differences; archived, published, ready for release, draft

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Create a Ref Model from compliance statements . e.g. ISO9000, ISO27001, GDPR.  Add manually or import from CSV

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Add attachment to any item in Ref Model; notes, URL, URL Link Library, Data Table, Image

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Add a link for any Ref Model item to a step in a process diagram to demonstrate compliance

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What are you waiting for?

REGISTER FOR FREE