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Building the HR Command Center: SRH Data Integration Journey
For SRH, a technology-driven non-emergency medical transportation broker, managing rapid growth meant dealing with an increasingly complex web of HR data. With over 300 employees across multiple departments, including a significant call center operation, their HR team found themselves navigating between five different systems to track and analyze their workforce data.
The Challenge: Managing Growth Across Multiple Platforms
"We're technically a mid-sized company now, but we still have those growing pains from startup,"explains Karina from SRH’s HR team. Their data was spread across:
- BambooHR for core HR management
- Jira for internal support tickets
- Leapsome for performance reviews
- Carta for equity management
- Various custom reports and analytics
The Technical Solution: Integrating Multiple Data Sources
The solution involved creating a unified analytics platform using:
- Make (formerly Integromat) for automation
- PowerBI for visualization and analytics
- Custom API integrations with:
- BambooHR for employee metrics
- Jira for support analytics
- Leapsome for performance data
- Carta for equity information
Implementation Details
The project spanned 44 hours over six weeks, focusing on:
- Data Collection Automation
- Created custom reports in BambooHR
- Set up daily data pulls via Make.com
- Established SharePoint as a central data repository
- PowerBI Dashboard Development
- Built 7-10 specialized dashboard pages
- Created relationships between different data sources
- Implemented real-time filtering capabilities
- Key Metrics Integration
- Employee demographics and turnover
- Support ticket response times
- Performance review analytics
- DEI metrics
- Time-off tracking
- Compensation analysis
Full list of metrics
Employee Demographics & Diversity
- Headcount tracking over time
- Gender diversity ratios
- Overall workforce composition
- People manager representation
- Department-level distribution
- Ethnicity demographics
- Distribution across job categories
- Department-level representation
- Location distribution of workforce
- Length of service analysis
Recruitment & Mobility
- Internal mobility metrics by quarter
- Time-to-hire metrics
- From application to offer
- Department-specific hiring timelines
- Job category distribution
- Department size trends
Compensation & Benefits
- Benefits participation rates
- Monthly payroll analysis
- Total compensation vs bonus comparisons
- People without pay raises in last 12 months
- Equity distribution metrics (via Carta)
Time Off & Leave Management
- PTO usage trends by policy type
- Average PTO usage by department
- Leave usage patterns
- Monthly absence tracking
- Time off request resolution times
Support Ticket Analytics (via Jira)
- Time to first response
- Average resolution time
- Open tickets by department
- Ticket volume trends
- Resolution rates by HR team member
- Ticket categories and priority distribution
Performance & Engagement (via Leapsome)
- Performance review completion rates
- Review campaign responses
- Manager-employee feedback metrics
- Employee satisfaction trends
- Development goal tracking
DEI Reporting
- EEO job categories analysis
- Gender diversity trends
- Ethnicity representation
- Pay equity analysis
- Promotion rate analysis by demographics
Departmental Analysis
- Size and growth by department
- Support ticket patterns by department
- Time off patterns by department
- Performance metrics by department
- Turnover rates by department
HR Team Performance
- Average response times to requests
- Ticket resolution efficiency
- Time to complete HR processes
- HR team workload distribution
- Service level agreement compliance
This comprehensive set of metrics enables SafeRide Health to:
- Monitor workforce health and engagement
- Ensure equitable practices across the organization
- Identify areas needing additional support
- Track HR team performance and efficiency
- Make data-driven decisions about resource allocation
- Support strategic workforce planning
All metrics are updated daily through automated data collection from BambooHR, Jira, Leapsome, and Carta, with visualizations built in PowerBI for easy access and analysis.
Results and Impact
The new system provided:
- Daily automated updates across all platforms
- Mobile access to real-time analytics
- Integrated views of employee performance and engagement
- Streamlined reporting for management
- Actionable insights for team leaders
"Having everything in a single dashboard means we can identify trends and respond quickly,"
notes their HR team.
"Whether it's support ticket response times or department-specific metrics, we now have immediate visibility."
Key Learnings About the Tools
- BambooHR Integration
- Custom reports worked better than standard reports for API access
- Historical employee data provided crucial trending information
- Time-off and benefits data required special handling
- Jira Configuration
- Support ticket metrics needed careful structuring
- Response time and resolution tracking proved valuable
- Department-specific views enhanced usefulness
- Make.com Automation
- Proved essential for connecting multiple platforms
- Enabled daily data refresh cycles
- Simplified complex data relationships
- PowerBI Visualization
- Mobile access increased adoption
- Real-time filtering enhanced usability
- Cross-platform data relationships revealed new insights
Future Development
SRH continues to refine their HR analytics platform, with plans to add more sophisticated metrics and reporting capabilities. The flexible architecture of their chosen tools allows for ongoing evolution as their needs grow.
For organizations facing similar challenges with multiple HR systems, this implementation demonstrates how BambooHR, Jira, Leapsome, Carta, Make.com, and PowerBI can work together to create a comprehensive HR analytics solution that scales with company growth.
Need support setting this up? We can help!
Transform your HR data management by integrating BambooHR, Jira, Leapsome, Carta, Make, and PowerBI into a seamless analytics platform. Discover how these tools can streamline your processes and provide actionable insights—book a free consultation with us today!
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