Is your data ready for BI and AI?
In 30 minutes, we map out your data sources, platforms and objectives.
Book the assessment →
Insight
Healthcare data integration in 2026: 24 AI application patterns across CRM, ERP,…
More insights
Why integrate data
Reports don't match
The same question produces different numbers in ERP, CRM and Excel.
Data is stuck in silos
The information exists in separate systems, without common identifiers.
Excel is time-consuming.
Exports, pivots and manual checks consume workdays.
Analysis depends on the specialist
A person processes SQL and exports to answer management's questions.
AI has no source of truth
AI agents and applications cannot work reliably on unclear or contradictory data.
The architecture no longer scales
The internal platforms have reached their limits in terms of data volume or processing time.
Success stories from real-world projects
- AI for analysis: 4 years of financial reports turned into a score generated daily in about 4 minutes.
- Business Intelligence: BigQuery and Data Studio for a multiplayer game with hundreds of thousands of players.
- Migration and ETL: 750,000 emails moved from FreshSales to HubSpot, with validation and associations preserved.
- Price intelligence: price, stock and margin data centralized in an application built with BigQuery, Looker/Data Studio and Gemini.
Data & BI unifies operational sources for analytics, predictions and automation, including AI
What we deliver
Data & API integration
We connect ERP, CRM, internal applications and external services.
ETL / ELT & pipelines
We extract, transform, validate and synchronize data automatically.
Data warehouse
We build centralized structures for analysis and reuse.
BI & dashboards
KPIs, operational reports and responses for management.
Data quality and governance
Deduplication, traceability, GDPR requirements and data cleansing.
Data for AI and RAG
Controlled AI access to organizational data, including permissions.
Additional services
Google Cloud & Vertex AI
BigQuery, pipelines, security and AI services on Google Cloud.
See Google Cloud
Automation and AI agents
AI and synchronization, recommendation and controlled-action workflows.
See how to automate
HubSpot, CRM & ERP
Work with commercial and operational data within a single platform.
See CRM and ERP
Industries where we apply it
How we integrate data
1
Process and KPIs
We define indicators for sales, inventory, costs, operations or management.
2
Sources and the company's truth
We map ERP, CRM, SQL databases, Excel and APIs; we verify data quality.
3
Model and architecture
We design the data warehouse in BigQuery or SQL, with controlled access and permissions.
4
Build and validation
We build ETL/ELT pipelines, SQL transformations, Dataform models and consistency tests.
5
Analytics, AI and operations
We deliver dashboards in Looker or Data Studio and prepare data for AI and RAG.
Two ways to work with us
You develop a platform or add ongoing skills
Deliver a defined data outcome
We build a data warehouse, dashboard or integration pipeline with a clear outcome.
- ERP/CRM sources and KPI definitions
- ETL/ELT ingestion and API integration
- BigQuery, SQL and data modeling
- BI in Looker / Data Studio
- validation, documentation and handover
Useful when you know which report, decision or application needs to be populated with data.
You add Data & AI capacity
Specialists integrated into your team for the continuous evolution of the data platform.
- new pipelines and integrations
- BigQuery, SQL, and Dataform
- data quality and governance
- dashboards and BI reporting
- data preparation for AI and RAG
Best when platforms and data requirements are continuously evolving.
We integrate technology with existing business systems
A BONUS FOR YOU
AI Agents over On-Prem ERP: Sales, Replenishment & Pricing
OPTI’s AI Sales 2.0 adds a layer of data, automation, and AI agents to existing systems, enabling efficient sales processes.
Receive the material
Fill in the form and we will send the material to your email.
Quick Questions
What's the difference between SQL and NoSQL databases, and when do you recommend each?
SQL databases (e.g., MySQL, PostgreSQL) are ideal for structured data where data integrity is critical (financial transactions). NoSQL databases (e.g., MongoDB, Cassandra) are flexible, scalable, and suited for large volumes of unstructured data, such as those from modern web apps or Big Data.
What is a 'data warehouse' and why would my company need one?
A data warehouse, like Google BigQuery, is a central repository that consolidates data from multiple sources (CRM, ERP, Analytics) to facilitate analysis and reporting. It helps you get a complete view of your business and make data-driven decisions.
What Business Intelligence (BI) tools do you use for data visualization?
We primarily use Looker Studio (formerly Google Data Studio) to create interactive dashboards and visual reports. We also have experience with Tableau and other BI platforms, depending on the client's ecosystem.
Can you help me integrate data from HubSpot or Salesforce into our BI solution?
Yes, as HubSpot partners, we have extensive experience in extracting and integrating data from various CRM systems, including Salesforce, into data warehouses like BigQuery for advanced analytics.
Relevant Insights & Guides
Guide
8 September 2026 · Updated: 9 September 2026
How do you implement Next Best Action in HubSpot? We compare native HubSpot, Dynamics 365, Salesforce, Zoho, and Pipedrive features with AI integrations in Google Cloud.
Event
2 September 2026 · Updated: 2 October 2026
The OPTI team attended Google Cloud Day Romania 2026. Notes from sessions on Antigravity, GKE Pod Snapshots, AI agents and recommendation systems.
Guide
28 August 2026 · Updated: 9 September 2026
Connect AI agents to existing ERP, CRM and WMS data for sales, replenishment and pricing without replacing your on-prem systems. See how AI Sales 2.0 works.
Book a 30-minute technical assessment
We look at the problem, the systems involved and which KPIs can be reached.
You get a solution quickly.
See OPTI's delivery models and guarantees →
Last updated: 6 November 2026
×
![]()