Case Studies

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Case Studies

De Hypotheker Achieves High-Quality Data Accuracy With CapStorm

Case Studies De Hypotheker Achieves High-Quality Data Accuracy With CapStorm Download Case Study COMPANY PROFILE PROBLEM SOLUTION OUTCOME CapStorm Helps De Hypotheker Gain Default Connector to SFDC Environment De Hypotheker, a Dutch-based mortgage and insurance advisory organization, was founded in 1985. They offer advice for what banks and lending companies can best help customers during the home-buying process. Industry Financial Services Company Size 500+ employees Specialities Financial Services Mortgage Advisory Tech Stack Salesforce Hyarchis Problem De Hypotheker had no default connector to their Salesforce environment. They were looking for a third-party solution. They were looking for a solution that could be automated as well as sustainable. De Hypotheker has over 100 internal branches using data in and out of Salesforce and due to their strict auditing process, the data needed to be 100% accurate. Solution Data Replication CopyStorm replicated De Hypotheker’s data, allowing for a recovery time of under 30 minutes in the event of disaster or error. Data Auditing De Hypotheker maintained control over their data on-premise, enabling seamless data auditing in alignment with their standards. Data Integration Seamless data integration between Salesforce and Hyarchis empowered De Hypotheker to monitor both customer data and the entire customer journey process. Outcome De Hypotheker has saved 10-15 minutes each time a batch of objects is synced, with over 400 GB per processing. The quality and accuracy of De Hypotheker’s data has increased, due to a near real-time, automated process. Faster data accuracy and availability gave De Hypotheker better reporting insights. Want results like this? Schedule a Demo Contact Us

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Case Studies

How a Public Research University Streamlined Backup, Recovery, and Reporting with CapStorm

Case Studies Research University Gains Access to Historical Reporting Data Download Case Study COMPANY PROFILE PROBLEM SOLUTION OUTCOME CapStorm Helped a Research University Create an Operational Archive This public research university offers over 100 undergraduate programs and dozens of master’s and doctoral degree programs. The institution has a large data infrastructure supporting its wide range of academic offerings. The university’s growing data needs, especially in its HR and Service Cloud systems, required efficient data management and compliance solutions. Industry Education Company Size 1,000+ employees Specialities Research Administration Community Service Solutions Used CS:Enable Problem The university managed two Salesforce Service Cloud orgs – one for its primary operations and the other for sensitive HR data. While the main org handled the bulk of the university’s business processes, they faced the following challenges: Backup Gaps for Sensitive HR Data: Their HR data, housed in a separate org, lacked a proper backup solution. With no safety net in place, any data loss could severely impact HR operations.   Salesforce Data Discrepancies and Space Constraints: The university needed a solution to handle data verification and updates in the Service Cloud. With the growing volume of data, they were rapidly approaching their storage limits but couldn’t afford to delete critical data. They required a solution that allowed them to archive unused data while retaining the ability to pull specific records or historical data when needed.   Historical Data Accessibility: The university needed a solution that allowed them to quickly access archived data for specific individuals or objects, while keeping their active Salesforce orgs streamlined and efficient. They sought to avoid cluttering their operational environment with unused data, yet retain the ability to retrieve historical information when needed for reporting or compliance purposes.   Their primary goal was to establish an operational archive that would not only serve as a backup and restore solution but also enable historical reporting for leadership decision-making. Solution How CapStorm Helped CapStorm implemented CopyStorm to address the university’s backup and restore needs, enabling selective backups and efficient data management. Implementation Process: CapStorm worked with the university to configure custom backups, allowing them to focus on relevant data and avoid unnecessary storage of outdated records. Custom Backup Management Enabled the university to back up only necessary data, freeing up storage space while keeping the data they’d need for reporting purposes readily available. ETL Capabilities Improved data visibility by efficiently extracting Salesforce data for external use. Leveraging CS:Enable Allowed for seamless import of non-Salesforce data into their Salesforce instance. Outcome Enhanced Historical Reporting: With SQL service backups in place, the university’s leadership now accesses historical data in minutes, compared to the manual searches that could previously take hours or even days. This has equipped them with actionable insights for more informed decision-making. Operational Database Creation: The university now has an operational database that mirrors its Salesforce orgs, allowing for seamless data access and recovery. Increased Development Efficiency: The ability to process records faster significantly improved the development team’s efficiency, allowing them to focus on strategic projects rather than manual data management tasks. What Our Customer Said We use it (CopyStorm)  extensively for our ETL processes … We can process records way, way faster and it’s much more effective at doing our development using that.”  – Stephen B., Enterprise Solutions Architect Conclusion CapStorm’s solution enabled the university to overcome its data management challenges by streamlining backups, optimizing storage, and improving data visibility. With faster record processing and enhanced historical reporting, the university improved both operational efficiency and decision-making.  Want results like this? Schedule a Demo Contact Us

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