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Building a scalable Data Platform?

Whether you're implementing Data Vault 2.1 or modernizing your analytics architecture, our experts help you turn complex data challenges into practical, future-proof solutions. From hands-on implementation to in-depth training, we support your team every step of the way.

In Data Vault Friday

How to Get Rid of Data Vault Load End Date

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In our continuous series, CEO Michael Olschimke addresses a question from the audience regarding the Load End Date in Data Vault:

“What are the options to virtualize the load end date in Data Vault? We work on an embedded solution and the Window function (LEAD/LAG) is not fast enough.”

The viewer raises a critical concern regarding the virtualization of the load end date in a Data Vault environment, especially in the context of an embedded solution. The challenge lies in the performance limitations of certain window functions like LEAD/LAG, prompting the exploration of alternative options.

Michael delves into potential strategies and solutions for efficiently managing load end dates in Data Vault. The discussion encompasses various approaches to enhance virtualization, ensuring optimal performance without compromising speed or efficiency.

By sharing insights into the intricacies of load end date virtualization, Michael provides valuable guidance for organizations grappling with embedded solutions. The exploration of alternatives offers a nuanced perspective on optimizing this crucial aspect within the Data Vault framework.

Meet the Speaker

Profile picture of Michael Olschimke

Michael Olschimke

Michael has more than 15 years of experience in Information Technology. During the last eight years he has specialized in Business Intelligence topics such as OLAP, Dimensional Modelling, and Data Mining. Challenge him with your questions!

In Salesforce Services

Salesforce Sales Cloud Standard Data Model: Exploring the Fundamentals

Organize Your Customers

Summary

Gain a comprehensive understanding of the Salesforce Sales Cloud Standard Data Model through our informative video guide. Delve into critical objects and their relationships using the Schema Builder, acquiring insights into the foundational structures that drive effective sales management. Tailored for Salesforce Sales Cloud beginners, this resource equips you with knowledge to optimize your data model, establishing a robust foundation for successful customer engagement.


Introduction to Salesforce Sales Cloud Standard Data Model

Embark on a journey into the core of Salesforce Sales Cloud as we unveil the intricacies of the Standard Data Model. This video meticulously highlights essential objects, emphasizing their crucial roles in constructing a coherent and scalable framework for managing sales processes.


Key Highlights

Objects Overview: Uncover the significance of pivotal objects such as Accounts, Contacts, Opportunities, and Leads in shaping your sales ecosystem.

Schema Builder Visualization: Experience the power of Schema Builder as we visually illustrate the interconnections between different objects, offering a clear and intuitive grasp of your data model.

Importance of Standard Data Model: Delve into the critical role played by the Sales Cloud Standard Data Model, providing a standardized and scalable approach to organizing customer information and sales activities.


Target Audience

This video is tailored for individuals entering the realm of Salesforce Sales Cloud. Whether you’re a newcomer or seeking a refresher, our content simplifies the complexities of the standard data model. Beginners will appreciate the step-by-step exploration, while seasoned users may gain new insights into optimizing their Salesforce setup.

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Meet the Speaker

Picture of Markus Lewandowski

Markus Lewandowski

Markus is a Consultant at Scalefree, who has over 6 Years experience in Salesforce development and administration. While also being a Certified Data Vault 2.0 Practitioner (CDVP2™) he is taking a hybrid role as a Salesforce Specialist and DV 2.0 Practitioner. His main competences are Salesforce Process Automation, Application Integration and Data Management.

In Salesforce Services

Mastering Salesforce Lead Conversion: A Quick Guide for Beginners

Your Lead Has Been Converted

Summary

Unlock the secrets of Salesforce Lead Conversion in our comprehensive video guide. Dive into essential activities, from call logging to task creation, and discover the pivotal role of effective lead conversion in maximizing sales efficiency. Tailored for beginners in Salesforce Sales Cloud, this resource empowers you to optimize your sales pipeline, enhance customer engagement, and propel your business to new heights. Elevate your strategy with our expert insights for sustained success.


Introduction to Lead Conversion Process in Salesforce

Welcome to an insightful exploration of the Lead Conversion process in Salesforce, a pivotal element in the realm of sales and customer relationship management. This video serves as a comprehensive guide, demystifying the intricacies of converting potential leads into valuable opportunities.


Overview of Lead Conversion

In the dynamic landscape of sales, converting leads is a critical step towards transforming prospects into customers. The Lead Conversion process in Salesforce is a strategic approach that streamlines this transition, ensuring that no valuable information is lost in the conversion journey. From initial contact to closing deals, every step is meticulously orchestrated to maximize efficiency and effectiveness.


Understanding Salesforce Activities

Our video delves into the various activities that play a crucial role in managing leads. From logging calls to creating tasks and tracking interactions, Salesforce offers a robust set of tools to streamline communication and ensure that every lead is nurtured effectively.


Why it Matters

Effective lead conversion is the lifeblood of successful sales operations. It is not merely a checkbox exercise but a dynamic process that fosters a deeper connection with your potential customers. By understanding and optimizing the Lead Conversion process, businesses can enhance their sales pipeline, improve customer engagement, and ultimately drive revenue growth.

We demystify the Lead Conversion process, empowering you to unlock the full potential of your sales endeavors within the Salesforce ecosystem. Elevate your sales strategy, engage leads effectively, and propel your business towards sustained success.


Target Audience

This video caters to a diverse audience, particularly those navigating the Salesforce Sales Cloud for the first time. Beginners in the Salesforce ecosystem will find valuable insights into the Lead Conversion process, gaining a solid foundation to harness the full potential of Salesforce Sales Cloud. Whether you’re a sales professional, business owner, or someone curious about optimizing lead management, this video provides a user-friendly entry point into the world of Salesforce.

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Meet the Speaker

Picture of Markus Lewandowski

Markus Lewandowski

Markus is a Consultant at Scalefree, who has over 6 Years experience in Salesforce development and administration. While also being a Certified Data Vault 2.0 Practitioner (CDVP2™) he is taking a hybrid role as a Salesforce Specialist and DV 2.0 Practitioner. His main competences are Salesforce Process Automation, Application Integration and Data Management.

In Data Vault Friday

Column Store Compression vs Page Compression

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In our ongoing series, Michael Olschimke, our CEO, delves into a viewer’s question:

“During boot camp, Michael advises switching on page compression on the MS SQL server platform. Now when the platform supports column compression (via column store indexes) would you advise it instead? Do you have any project experience with it?”

The viewer seeks Michael’s insights on a specific query that emerged during a boot camp session. The question revolves around the recommendation to enable page compression on MS SQL Server and whether, with the advent of column compression via column store indexes, Michael would now advise using the latter. The viewer is particularly interested in understanding Michael’s project experiences related to this choice.

In response, Michael shares his expertise on the nuances of compression techniques in the context of MS SQL Server. He discusses the merits of both page compression and column store indexes, offering practical insights into their application based on project experiences. This session provides valuable guidance for optimizing storage and performance in the MS SQL Server platform, exploring the trade-offs and benefits of each compression approach.

For those navigating the complexities of compression choices within their SQL Server environment, Michael’s knowledge in this episode offers clarity and actionable recommendations, making it a valuable resource for Data Vault practitioners.

Meet the Speaker

Profile picture of Michael Olschimke

Michael Olschimke

Michael has more than 15 years of experience in Information Technology. During the last eight years he has specialized in Business Intelligence topics such as OLAP, Dimensional Modelling, and Data Mining. Challenge him with your questions!

In Data Vault Friday

Capturing CDC Flags in Data Vault

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In our ongoing series, Michael Olschimke, our CEO, engages with a viewer’s question:

“If you get CDC data and insert/update/delete flag, then would you split it to separate satellite table or leave it on regular sat?”

The specific query revolves around handling CDC (Change Data Capture) data, particularly when faced with insert/update/delete flags. The viewer seeks guidance on whether to split this data into separate satellite tables or retain it within a regular satellite.

In response, Michael addresses the intricacies of managing CDC flags within the Data Vault framework. He explores the pros and cons of both approaches, providing valuable insights into the considerations that influence the decision-making process. This session offers practical advice on structuring satellite tables to effectively capture and utilize CDC flags in a Data Vault environment.

For those grappling with the nuances of integrating CDC data seamlessly into their Data Vault setup, Michael’s expertise provides clarity and actionable recommendations, making this episode of Data Vault Insights a valuable resource.

Meet the Speaker

Profile picture of Michael Olschimke

Michael Olschimke

Michael has more than 15 years of experience in Information Technology. During the last eight years he has specialized in Business Intelligence topics such as OLAP, Dimensional Modelling, and Data Mining. Challenge him with your questions!

In Beginner, Salesforce

Salesforce World and Change Data Capture

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Salesforce World and Change Data Capture

Unleashing the Potential of Salesforce Change Data Capture & Data Warehouses. Plus, catch an exclusive recap of the Salesforce World Tour in November, all in one action-packed webinar!

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Webinar Agenda

1. Recap World Tour
2. Big Data
3. CDC Solutions
4. CDC in Salesforce

Meet the Speaker

Picture of Markus Lewandowski

Markus Lewandowski

Markus Lewandowski is a Consultant at Scalefree, who has over 6 Years experience in Salesforce development and administration. While also being a Certified Data Vault 2.0 Practitioner (CDVP2™) he is taking a hybrid role as a Salesforce Specialist and DV 2.0 Practitioner. His main competences are Salesforce Process Automation, Application Integration and Data Management.

In Data Vault Friday

Loading CDC Data Into the Raw Data Vault

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In our recurring Data Vault Friday series, Michael Olschimke, our CEO, addresses a thought-provoking question about integrating the CDC data into the Raw Vault.

“A record from change data capture has a column with the type of operation (CREATE / DELETE / UPDATE) and multiple timestamp columns and it is inserted in the staging area. The record is going to be loaded in append-only (insert-only) in the Raw Data Vault. Are there attention points between CDC and Raw Vault to pay attention compared to a traditional loading of files in the staging area?”

Michael delves into the key considerations and nuances that distinguish the loading process of CDC data into the Raw Vault from the conventional method of loading files in the staging area. He sheds light on the potential attention points, highlighting crucial aspects to bear in mind during the append-only (insert-only) loading process.

For those grappling with the challenges of integrating CDC data seamlessly into the Raw Vault, Michael’s insights in this Data Vault Friday session provide valuable guidance and actionable tips.

Meet the Speaker

Profile picture of Michael Olschimke

Michael Olschimke

Michael has more than 15 years of experience in Information Technology. During the last eight years he has specialized in Business Intelligence topics such as OLAP, Dimensional Modelling, and Data Mining. Challenge him with your questions!

In Data Vault Friday

Modelling Timesheet Data in Data Vault 2.0

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In the continued exploration of Data Vault concepts in our Data Vault Friday series, our CEO, Michael Olschimke, addresses a pertinent question from the audience concerning the integration of timesheet information into an internal Data Warehouse that already encompasses a Raw Vault for Resources, Projects, and Allocations.

“We are working on our internal Data Warehouse. We already have a Raw Vault for Resources (people in the organization), Projects, and Allocations (plans), but now we need to add the “timesheet” information. How should we model this, including the need to track changes?”

He provides actionable insights into structuring the Data Vault to accommodate timesheet data seamlessly, ensuring that historical changes are captured and enabling a robust system for tracking and managing timesheet-related information.

If you’re grappling with similar considerations in enhancing your internal Data Warehouse, Michael’s expertise in this Data Vault Friday session sheds light on best practices for modeling timesheet data within the broader Data Vault 2.0 architecture.

Meet the Speaker

Profile picture of Michael Olschimke

Michael Olschimke

Michael has more than 15 years of experience in Information Technology. During the last eight years he has specialized in Business Intelligence topics such as OLAP, Dimensional Modelling, and Data Mining. Challenge him with your questions!

In Beginner

Typical Mistakes in Agile Approaches and How to Avoid Them

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Typical Mistakes in Agile Approaches and How to Avoid Them

In our webinar ‘Typical Mistakes in Agile Approaches’ we’ll explore the world of Agile Project Management, introducing Scrum as a powerful framework.

We’ll dive into the Data Vault 2.0 methodology for data integration in DWHs. Additionally, we’ll also discuss common mistakes when transitioning from Waterfall to agile approaches, including challenges specific to Data Vault and Scrum, offering practical guidance.

Join us to uncover common pitfalls and mistakes encountered in Agile Project Management and how to avoid them.

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Webinar Agenda

1. Get started with project management
2. Let’s get to know Scrum and agile project management and where are the pitfalls?
3. How does agile project management fits Data Vault 2.0?
4. How to avoid the Pitfall of not delivering business value

Meet the Speakers

Picture of Lennart Busche

Lennart Busche

Lennart is working in Business Intelligence and Enterprise Data Warehousing (EDW), supporting Scalefree International since the beginning of 2023 as a BI Consultant. Prior to Scalefree, he had over eight years of experience in the financial IT sector with focus on project management, IT-Service management and client management. This helped him get a broad knowledge of business requirements, the needs of customers dealing with IT and communication with different customer groups.

Picture of Lorenz Kindling

Lorenz Kindling

Lorenz is working in Business Intelligence and Enterprise Data Warehousing (EDW) with a focus on data warehouse automation and Data Vault modeling. Since 2021, he has been advising renowned companies in various industries for Scalefree International. Prior to Scalefree, he also worked as a consultant in the field of data analytics. This allowed him to gain a comprehensive overview of data warehousing projects and common issues that arise.

In Agile Data

Seamless Agile Project Management in the BI Landscape

Agile project management has gained significant popularity in the corporate world due to its emphasis on collaboration, customer feedback, and continuous development. This approach has found its way into Business Intelligence (BI) projects, yet many companies still encounter common challenges or struggle to fully embrace agile methodologies.

A critical aspect of agile project management in BI involves effective collaboration among different teams. In today’s fast-paced business environment, projects often necessitate contributions from multiple departments or teams with diverse skill sets.
However, communication gaps, conflicting priorities, and differences in work styles can pose significant obstacles to smooth coordination and project success. Overcoming these challenges requires fostering open communication channels, establishing clear protocols for inter-team interactions, and cultivating a culture of mutual respect and understanding.

In the context of Data Vault and BI projects, several touchpoints demand collaboration from various departments or teams. For instance, gathering background information about the data source, ensuring privacy compliance, and obtaining well-defined user requirements are all critical components. Implementing well-defined processes, where everyone understands their responsibilities, can streamline these tasks. For example, ensuring privacy tagging precedes the implementation of the Raw Data Vault to ensure accurate Satellite splits. Additionally, clear requirements from users or reporting teams, in the form of User Stories or Question Stories, are fundamental for smooth project execution. In the following, you can visualize a high level example of an Development process of an Dashboard in a typical BI Project and the different Teams/People needed.

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Another common issue in BI projects is the excessive focus on technical aspects. Teams often dedicate significant time to building the entire technological infrastructure, neglecting the timely delivery of business value. At Scalefree, we advocate prioritizing business value from the project’s outset. We endorse the tracer bullet approach as an effective method, contingent on well-defined requirements. These issues are just a few examples of the challenges often faced in BI projects.

 

If you’re unfamiliar with the tracer bullet approach, don’t worry. We’ll dive into this topic and more in our webinar, “Typical Mistakes in Agile Approaches”. We also will take a look at Scrum and the Data Vault 2.0 methodology and uncover common mistakes in agile Project Management and learn how to avoid them. Watch the recording here for free!

OUR NEW MONTHLY EXPERT SESSION

To address the growing interest and challenges in agile project management, Scalefree is introducing “Insight Agile Projects,” a monthly expert session designed to address questions, share insights, and enhance collective knowledge in agile project management. Join us every 2nd Thursday of the month to gain valuable insights from our experienced project management experts, covering a range of topics including requirements analysis, effort estimation processes, stakeholder and people management, and their integration with the Data Vault 2.0 methodology.

Don’t miss the opportunity to enhance your project management proficiency with our expert guidance. Mark your calendars for the upcoming webinar and join our monthly expert sessions to gain invaluable insights into agile project management.

 

– Lorenz Kindling (Scalefree)

In Data Vault Friday

Data Mesh & Data Vault: Raw Data vs. Information

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In the ongoing Data Vault Friday series, our CEO, Michael Olschimke, addresses a pertinent question raised by the audience, focusing on the intersection of Data Mesh and Data Vault methodologies.

“In a data mesh/federation approach, can you share the raw data vault or the business vault across the enterprise or does the share only happen in the information mart? I believe it may happen some raw vault tables of a data domain to be joined with a raw vault of another data domain.”

Michael delves into the intricacies of Data Mesh and Data Vault methodologies, shedding light on the dynamics of sharing data across different domains within an enterprise. He provides insights into the scenarios where sharing may occur, discussing the potential of joining Raw Vault tables from disparate data domains. This elucidation aims to guide practitioners in navigating the nuances of data sharing in a federated environment.

Meet the Speaker

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Michael Olschimke

Michael has more than 15 years of experience in Information Technology. During the last eight years he has specialized in Business Intelligence topics such as OLAP, Dimensional Modelling, and Data Mining. Challenge him with your questions!

In Data Vault Friday

Reference Hubs and Effectivity Satellites in Data Vault

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In the ongoing Data Vault Friday series, our CEO, Michael Olschimke, delves into two insightful questions raised by our audience about Reference Hubs and Effectivity Satellites.

“Should the Satellite hang from the Master Hub or Link? Our preference was to hang from the Hub as it kept the model simple and also to keep the CDC straightforward. Another reason we are leaning toward this is, that the descriptive columns belong to the Master Hub so it would be ideal to keep it as a satellite under the hub.”

“Now with the link, if there is any change in the relationship between the Master Hub Column to the Reference Hub Column in the link we would like to capture it. And it is via effectivity satellites. If we have One Master Hub column and a lot of the Reference Hubs columns do we end up in a lot of Effectivity Satellites? Or just one effectivity satellite as the driving key is the Master Hub column?”

Michael provides insights into these considerations regarding Reference Hubs and Effectivity Satellites, offering guidance on the optimal structuring of Satellites and managing Effectivity in Link relationships.

Meet the Speaker

Profile picture of Michael Olschimke

Michael Olschimke

Michael has more than 15 years of experience in Information Technology. During the last eight years he has specialized in Business Intelligence topics such as OLAP, Dimensional Modelling, and Data Mining. Challenge him with your questions!

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