[DELTA Safety Training](https://www.deltasafetytraining.com) is a leading safety certification specialist serving heavy-industry clients. Recognizing the importance of real-time insights to support both internal operations and client needs, Delta sought a comprehensive, future-ready analytics ecosystem from the ground up. ## Problem Statement With data spread across multiple systems—an ERP system, bookkeeping software, a CRM platform, and Google Analytics—Delta faced several challenges: - **Fragmented Data Sources**: Limited visibility across operational, financial, and marketing data. - **No Centralized Infrastructure**: Reporting demands grew, but no unified data hub existed for efficient analysis. - **Data Synchronization Needs**: Customers and marketplace partners required up-to-date certification and training availability data, but manual syncing was error-prone and time-consuming. ## Delivered Solution To address these issues, a new, integrated data environment was developed: 1. **Data Consolidation** - Utilized [[Hevo]] to ingest the ERP [[ChainWise]], bookkeeping, CRM, and Google Analytics data into a dedicated reporting data warehouse. - Ensured automated, scheduled pipelines kept the warehouse continuously up to date. 2. **Data Transformation & Modeling** - Employed [[dbt]] to structure, clean, and enrich data for downstream analytics. - Standardized data models established a single source of truth, streamlining business logic for cross-team reporting. 3. **Analytics & Visualization** - Implemented [[Looker Studio]] dashboards to showcase key performance indicators (KPIs), such as certification compliance rates, upcoming renewals, and financial metrics. - Built over 30+ custom reports tailored to clients’ HR departments, offering instant visibility into employee training schedules and certification statuses. 4. **REST-API for Data Sync** - Developed a REST-API on top of the warehouse, providing daily availability updates to external marketplaces in the [EDU-DEX](https://www.edudex.nl/) data format. 5. **REST-API for Customer Portal** - Built a semantic model in [[Cube]] and provided REST-API access to the customer portal to allow clients to see their own performance metrics through embedded analytics. 6. **CRM Integration for Overdue Certifications** - Collaborated with the marketing team to feed data on overdue certifications directly into [[HubSpot]]. - Enabled proactive outreach, improving client engagement and renewal rates. ## Results With the new data infrastructure in place, Delta achieved several key benefits: - **Real-Time Insights**: A centralized warehouse and automated pipelines made up-to-date data readily available across the organization. - **Improved Client Satisfaction**: Custom HR reports and automated marketplace updates streamlined certifications, enhancing the end-client experience. - **Operational Efficiency**: Reducing manual tasks through REST-API integrations and CRM data feeds saved time and minimized errors. - **Scalability**: By adopting a robust, cloud-based approach, Delta is well-positioned to accommodate future growth and expanded analytics needs. %% Owner: Philip Boontje %%