Data Operations

Data Operations

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Wait for it ... process flow charts are really data flows?
You use flow charts for things like customer journey maps. But you miss out when you don't build data-driven flows to map data, identify conflicts, and…
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Greg Meyer
Salesforce is a lousy data warehouse
"Everything starts out looking like a toy", #89
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Greg Meyer
Utility applications start with daily tasks
How do you make a mini app as polished as one you could buy? A hint lies in new functionality from LLMs to create tasks. Read: "Everything Starts Out…
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Greg Meyer
Building a process diagram with ChatGPT
What if you could improve how a process works with a conversation? Use ChatGPT to iterate and build process diagrams. Read: "Everything Starts Out…
Sankey diagrams give you x-ray vision for your customer journey
The Sankey diagram is an infrequently used and powerful visualization to show the flow for information through a system. It's especially useful for…
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Greg Meyer
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Data Operations: the Fuel for Your Business
At the intersection of your system stack lies opportunity
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Greg Meyer
3 Quick Ways to Use Pivot Tables
Pivot tables let computers do the work to group data in a set. Use them for quick analysis, especially for things like time series analysis. Read…
The Hidden Cost of Not Building Internal Tools
Your team is already building the tools they need. Are you helping them mold that approach into an efficient and delightful internal product? Read…
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Greg Meyer
Owning the "Negative Space" of Vertical Software
Instead of trying to be all things for all customers, become an essential function for a niche of customers and expand from there. Read: "Everything…
3 row-level formulas to level up your Salesforce reports
Need to bucket an SFDC field based on the calculated value of that field and another? The row-level formula is your friend. Learn more by reading…
When you need an incremental data metric for your report, the rollup is your friend
Let's talk about a common problem with data & analytics. How do you make it easier to add incremental related fields to a report? Read: "Everything…
Best CRMs for Startups: 2025 Market Map by Speed, AI, and Cost
Selecting a CRM to get started is an important choice. And it's also a reversible one. Which one would you pick to get your company started? Read…
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Greg Meyer
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