Elements for ISVs


Engineered for ISVs: 100% cloud and 100% free

Elements is a free business analysis application that has been designed so you can deliver real more effective implementations  for your clients – whatever your industry or product focus. Dump Visio, Powerpoint or Lucidchart and step up to Elements.


3 ways Elements can drive up your revenue and reduce your costs

Accelerate client adoption

Use pre-built maps to showcase your app and implementation approach. You and your partners use them to improve configuration and user on-boarding.

New service offerings

Create annuity revenue by providing a Center of Excellence, governance of process knowledge, and on-going support for your client’s implementations.

Share in Elements revenue

Join the Partner Program, get referral commissions from Elements upgrades and get on the Partner Directory to raise your profile.


No cost to you or your clients. No barrier to entry.

The core Operational Knowledge and Integration with Salesforce capabilities are free for ever for everyone. Yes, really. That is is our commitment.

How do we make money? We have more advanced Pro and Enterprise capabilities some process mature clients may decide to upgrade to leverage the power of the process knowledge content. As Partners, you can share in the annuity revenue for those clients who decide to upgrade. For other clients, you can work with the free offering to deliver everything they will ever need.


Work with each client in a secure work Space – with a single sign-on

The Elements Spaces sharing model allows your extended project team – your PS teams, your consulting partners, client business users, IT & compliance – to securely access and collaborate on a single view of their operational processes. Create a Space for each client project, copy in template content, customize and get going. Run the Space for your client and then hand-over admin and ownership to them if and when it makes sense. Complete security combined with complete flexibility. And, yes, this is all part of the free offering.


Map your IP and methodology to win work and deliver more profitable projects

Create pre-built process maps of your areas of expertise to demonstrate your capabilities and win work. Capture your implementation methodology as a map with links to supporting content so your team hits the ground running.

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


Added value to implementations of Salesforce and apps on the Force platform

Install the free Integration with Salesforce package and enable all your client’s Salesforce users to access process diagrams inside Salesforce and apps on the Force platform with single sign-on. Set up a tab with shortcuts to specific process diagrams. Embed process diagrams within standard and custom objects.  It is available in Classic and Lightning for Salesforce Enterprise Orgs. And this is free too!!

With the Pro level of the Integration with Salesforce package you can use Elements Salesforce Config Manager to document an Org  by linking customizations (e.g. VFPages, Apex triggers, custom objects) to process steps. You can then keep track of the impact of changes. This is invaluable as you help your clients configure and then continue to improve and upgrade their Salesforce implementation.

Salesforce Config Manager helps clients answer 2 questions:

  • If I change my operational processes what customizations do I need to update in Salesforce?
  • If I update any customizations (i.e. migrate to Lightning) what processes are impacted?

We have completed over 130 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


Learn more

Want to know more detail about Operational Knowledge or  the Elements Integration with Salesforce   … or just REGISTER