Case study
Stakeholder Engagement Report
From fragmented enrolment data to actionable employer intelligence.
Built for one business need. Recognised across multiple teams.
Data Privacy Note
🔒 Data privacy: This case study reflects a real-world project and solution. Names, figures and identifiable information shown in dashboard screenshots have been anonymised or replaced with representative data to protect confidentiality.
The data challenge
The answer didn’t exist in the source system. It had to be derived.
SELMA did not directly connect employers with campuses. I needed to derive this relationship through the learner and enrolment structure, while making sure the relevant active employer relationship was used — not just any historical one.
The resulting data model
The business logic
New vs. Returning
Last 3 months
New Employer
An employer whose relevant engagement began within the previous three months.
3 months + 18-month lookback
Returning Employer
An employer that re-engaged within the previous three months after at least 18 months of inactivity.
This distinction transformed a simple list of recent employers into more meaningful stakeholder intelligence.
How I built it
Architecture
Databricks
Transform
- Data cleansing
- Transformation
- Business rules
Power BI
Model
- Power Query
- Semantic model
- DAX
BI Delivery
Deliver
- Peer Review
- UAT
- Production
Try it yourself
See the Report in Action
A short walkthrough of how business users identify and explore new and returning employers.
Business adoption
Who uses it
Learning Delivery & Campus Managers
Identify recently engaged employers, establish contact earlier, maintain employer relationships, and prepare for incoming learners.
Sales
Gain visibility of new and returning employer relationships, and use employer intelligence to support relationship management and identify potential engagement opportunities.
HR
Recognised potential value in the employer intelligence and showed interest in accessing the report for their own business needs.
Originally developed for Learning Delivery and Campus Managers. Its value extended beyond the original use case, with Sales and HR also recognising the value of the employer intelligence and showing interest in accessing the report.
Built for one business need. Recognised across multiple teams.
Business Value
Better Visibility
Teams gained a clearer view of newly engaged and returning employers associated with individual campuses.
Proactive Engagement
Learning Delivery and Campus Managers could identify relevant employer relationships earlier and engage more proactively.
Cross-Functional Value
The employer intelligence proved useful beyond the original audience, attracting interest from Sales and HR.
End-to-end ownership
What I Owned
Technology Stack
From Data to Action
This project demonstrates how I approach BI beyond dashboard development — understanding the business decision, solving the underlying data problem, translating it into usable analytics, and supporting adoption across the business.
Business Problem → Data → Logic → Insight → Action