HOME Mar18

Supporting the business analysis lifecycle & compliance

Capture requirements & user stories: Now every user can submit new requirements. Then managers can extend, collaborate and drive them through to closure. Develop user stories for every requirement to sync with JIRA.

Map version controlled business processes: Designed for live mapping workshops. The simple diagram notation, hierarchical (drill-down) structure, and links from process boxes to notes, URL and metadata allow you to develop the “single source of truth”. Elegant and powerful versioning and archiving of all processes with change log snapshots.

Document Salesforce config: Sync config data so that it can be easily understood, documented and also categorized from a regulatory perspective.

GDPR consent management for Salesforce

Data Privacy Manager   A standalone managed package for tracking GDPR consents in Salesforce and Pardot.

Quick to install and implement, but powerful enough to support changing long term marketing needs.

Set up marketing rules and policies to minimize data entry.  Auto expire and one click subscription.  Seamless integration with 3rd party apps and marketing automation.

$3000 per Org per year.  Get a 7 day trial on the Appexchange

LEARN MORE – Elements.cloud/DPM

Customers and partners love Elements.cloud

What are you waiting for?

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So much more than process mapping. So much functionality for free.

Capture requirements

Capture and manage all your requirements and users stories in one place with a managed lifecycle from “raised” to “implemented”.

Add supporting information and collaborate on requirements, link to process and Salesforce config items. Sync user stories with Jira.

Map processes

Develop simple, yet powerful hierarchical process maps. Connect, engage and communicate with your business users.

Develop a “single source of truth” that is more than project documentation, but is a platform for continuous improvement.

Salesforce Org insights

Get real insights into your Org customizations by sync’ing your config data to a Ref Model where you can see the full picture and can assess the impact of GDPR.

Add supporting notes and collaborate on any item.  Link any item to the requirements and the process steps that use it.

Deliver user training

Use the process content as the point of need training for end users by linking process steps to the supporting information (procedures, training , videos, apps).

Embed process diagrams in Salesforce standard and custom objects (by record type) so end users get process-driven training that is always up to date.

Freemium cloud app

Free means free, for ever, for everyone. Premium is priced for the Fortune 5 million, not just the Fortune 500.

Elements.cloud is 100% cloud running on AWS, tightly integrated into Salesforce. But it plays well with other apps and systems.

Provide governance

Manage a formal release cycle for process content from draft through to published with access to archives.

End users  can be confident they are using the most recent published version.

Demonstrate to auditors which process steps support the regulatory standards.

25 May 2018

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

Fines are up to 4% of revenue!!!

www.eugdpr.org

Time is running out. We have a GDPR solution for you.

Are you behind the curve on being able to demonstrate compliance? We have extended Elements.cloud to make it easier and faster for you to meet the regulatory requirements in time. 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

What are you waiting for?

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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 and User Stories can have attachments and collaboration/comments. Requirements can be linked to Stories

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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 linked to Agile Accelerator items

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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

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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

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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