The Dashboard Effect

In this episode, Brick and Caleb discuss how to get internal buy-in for BI by making a clear connection between your BI projects and the anticipated ROI. Mentioned in this episode: Elgin Fasteners case study Click here to watch this episode on our YouTube channel.Blue Margin helps private equity owned and mid-market companies organize their data into dashboards to execute on strategy and create a culture of accountability. We call it The Dashboard Effect, the title of our book and podcast. Visit Blue Margin's library of additional BI resources here.For a free, downloadable copy of our book, The Dashboard Effect, click here, or buy a hardcopy or Kindle version on Amazon.#BI #businessintelligence #adoption

In this episode of Expert Insights Series, hosted by BI Consultant Greg Brown, we feature Brian T. O’Neill of the company Designing for Analytics. Brian shares his deep experience in how to create value from data projects and the impact of human-centered design on business outcomes.Designing for Analytics website: https://designingforanalytics.com/Experiencing Data podcast: https://designingforanalytics.com/experiencing-data-podcast/Click here to watch this episode on our YouTube channel.Blue Margin helps private equity owned and mid-market companies organize their data into dashboards to execute on strategy and create a culture of accountability. We call it The Dashboard Effect, the title of our book and podcast. Visit Blue Margin's library of additional BI resources here.For a free, downloadable copy of our book, The Dashboard Effect, click here, or buy a hardcopy or Kindle version on Amazon.

In this episode, Brick and Caleb discuss different causes of untrustworthy data, and how to expose and address it to avoid flawed decision-making and improve adoption of your BI efforts. Click here to watch this episode on our YouTube channel.Blue Margin helps private equity owned and mid-market companies organize their data into dashboards to execute on strategy and create a culture of accountability. We call it The Dashboard Effect, the title of our book and podcast. Visit Blue Margin's library of additional BI resources here.For a free, downloadable copy of our book, The Dashboard Effect, click here, or buy a hardcopy or Kindle version on Amazon.#BI #businessintelligence #adoption #PowerBI

In this episode, Brick and Caleb tackle some of the misconceptions around making your organization data-driven, and some of the steps you can take to do it successfully. Click here to watch this episode on our YouTube channel.Blue Margin helps private equity owned and mid-market companies organize their data into dashboards to execute on strategy and create a culture of accountability. We call it The Dashboard Effect, the title of our book and podcast. Visit Blue Margin's library of additional BI resources here.For a free, downloadable copy of our book, The Dashboard Effect, click here, or buy a hardcopy or Kindle version on Amazon.#BI #businessintelligence #adoption #PowerBI

Click here to watch this episode on our YouTube channel.This episode of Expert Insights Series, hosted by Jon Thompson, features Tracy Hockenberry Senior Program Manager at Eaton (85,000 employees worldwide) and former Director of Enterprise PMO at New Story Schools, an Audax portfolio company that worked with Blue Margin to focus the team on the critical value creation metrics. She offers perspective on the vital role that project management plays in BI development, and by extension, financial transformation.Blue Margin helps private equity owned and mid-market companies organize their data into dashboards to execute on strategy and create a culture of accountability. We call it The Dashboard Effect, the title of our book and podcast. Visit Blue Margin's library of additional BI resources here.For a free, downloadable copy of our book, The Dashboard Effect, click here, or buy a hardcopy or Kindle version on Amazon.Get more episodes of The Dashboard Effect podcast on your favorite podcast app or at bit.ly/404WBmQ.

Click here to watch this episode on our YouTube channel.In this episode, Brick and Caleb discuss the likelihood and value of iterating your BI solutions. You should expect and embrace it.Blue Margin helps private equity owned and mid-market companies organize their data into dashboards to execute on strategy and create a culture of accountability. We call it The Dashboard Effect, the title of our book and podcast. Visit Blue Margin's library of additional BI resources here.For a free, downloadable copy of our book, The Dashboard Effect, click here, or buy a hardcopy or Kindle version on Amazon.#BI #businessintelligence #adoption #PowerBI #Azure #Synapse

Click here to watch the episode on our YouTube channel.In this Expert Insights interview, Greg Brown, BI Consultant for Blue Margin, hosts Anthony Algmin of Algmin Data Leadership, host of podcast Data Leadership Lessons, instructor at DATAVERSITY (dataversity.net), and author of Data Leadership: Stop Talking About Data and Start Making an Impact! Blue Margin helps private equity owned and mid-market companies organize their data into dashboards to execute on strategy and create a culture of accountability. We call it The Dashboard Effect, the title of our book and podcast. Visit Blue Margin's library of additional BI resources here.For a free, downloadable copy of our book, The Dashboard Effect, click here, or buy a hardcopy or Kindle version on Amazon.#PowerBI

Click here to watch this episode on our YouTube channel.In this episode, Brick and Caleb discuss four simple things you can do to improve BI adoption in your company.Blue Margin helps private equity owned and mid-market companies organize their data into dashboards to execute on strategy and create a culture of accountability. We call it The Dashboard Effect, the title of our book and podcast. Visit Blue Margin's library of additional BI resources here.For a free, downloadable copy of our book, The Dashboard Effect, click here, or buy a hardcopy or Kindle version on Amazon.#BI #businessintelligence #adoption #PowerBI #Azure #Synapse

Click here to watch the episode on our YouTube channel.Click here to read the companion article.This episode of Expert Insights Series, hosted by Jon Thompson, features operating partner Brian Potts of One Rock Capital. During diligence, Brian assesses investment growth potential, and post-acquisition, he sets and executes portfolio companies’ sales and marketing strategies. He has 25 years of experience building and improving businesses; holding leadership positions in manufacturing at Cintas and Clarus, in media at The Nielsen Company, in consumer products at Blue Triton Brands, and in PE at GE Capital, Antares Capital, and The Riverside Company.Disclaimer: The views and opinions expressed in this interview belong to Brian and do not necessarily represent the views and opinions of One Rock Capital.Blue Margin helps private equity owned and mid-market companies organize their data into dashboards to execute on strategy and create a culture of accountability. We call it The Dashboard Effect, the title of our book and podcast. Visit Blue Margin's library of additional BI resources here.For a free, downloadable copy of our book, The Dashboard Effect, click here, or buy a hardcopy or Kindle version on Amazon.Get more episodes of The Dashboard Effect podcast on your favorite podcast app or at https://podcast.thedashboardeffect.com/#privateequity #growthstrategies

Click here to watch this episode on our YouTube channel.In this episode, Brick and Caleb discuss self-service BI, what it is, and some of the considerations for making it happen in your company.Blue Margin helps private equity owned and mid-market companies organize their data into dashboards to execute on strategy and create a culture of accountability. We call it The Dashboard Effect, the title of our book and podcast. Visit Blue Margin's library of additional BI resources here.For a free, downloadable copy of our book, The Dashboard Effect, click here, or buy a hardcopy or Kindle version on Amazon.#BI #businessintelligence #selfservice #PowerBI #Azure #Synapse

Click here to watch the episode on our YouTube channel.In this Expert Insights interview, Jon Thompson hosts Vice Presidents Eric Weiss and Mike Marotta of Power ON. Founded in 2015, Power ON has 50 employees across the globe, and over 20 Fortune 100 customers. The company’s toolset extends Microsoft Power BI features, enabling real-time write-back and collaboration for planning, variance analysis, forecasting, budgeting, and workflows. Where Power BI is traditionally a one-way street, ingesting and presenting data, Power ON provides a two-way street, enabling users to input data in Power BI which writes back to the data model.Blue Margin helps private equity owned and mid-market companies organize their data into dashboards to execute on strategy and create a culture of accountability. We call it The Dashboard Effect, the title of our book and podcast. Visit Blue Margin's library of additional BI resources here.For a free, downloadable copy of our book, The Dashboard Effect, click here, or buy a hardcopy or Kindle version on Amazon.#PowerBI

Click here to watch the episode on our YouTube channel.In this episode of our Expert Insights Series, Blue Margin's CSO, Jon Thompson, interviews Tania DiCostanzo, VP of IT, Strategic Initiatives and Data Analytics for Trace3, a $2bn IT and managed services company. Tania is at the forefront of using data visualizations to ignite business growth. Listen to her insights on the power of data and how to be successful as a "data mobilizer", an increasingly critical role in business.Blue Margin helps private equity owned and mid-market companies organize their data into dashboards to execute on strategy and create a culture of accountability. We call it The Dashboard Effect, the title of our book and podcast. Visit Blue Margin's library of additional BI resources here.For a free, downloadable copy of our book, The Dashboard Effect, click here, or buy a hardcopy or Kindle version on Amazon.#BI #datawarehouse #datafederation

In this episode, Brick and David Dimmen discuss a high-level overview of Blue Margin's approach to ETL and data warehouse architecture. Warning: This one is a bit on the technical side. Consider viewing the YouTube version of this episode here so you can see the diagrams David refers to during the discussion.Blue Margin helps private equity owned and mid-market companies organize their data into dashboards to execute on strategy and create a culture of accountability. We call it The Dashboard Effect, the title of our book and podcast. Visit Blue Margin's library of additional BI resources here.For a free, downloadable copy of our book, The Dashboard Effect, click here, or buy a hardcopy or Kindle version on Amazon.#BI #businessintelligence #ETL #DataWarehouse

Click here to watch the video on YouTube, or read the highlights here: https://bit.ly/3BaYX8O.In today's podcast, Jon interviews John Parent of Industrial Growth Partners (IGP Equity) as part of our ongoing Expert Insight Series. John shares IGP's approach to working with their portfolio companies to maximize alpha. Blue Margin helps private equity owned and mid-market companies organize their data into dashboards to execute on strategy and create a culture of accountability. We call it The Dashboard Effect, the title of our book and podcast. Visit Blue Margin's library of additional BI resources here.For a free, downloadable copy of our book, The Dashboard Effect, click here, or buy a hardcopy or Kindle version on Amazon.#BI #businessintelligence #reporting #PE #privateequity #portco

Click here to watch the episode on our YouTube channel.In this installment of our ongoing Expert Insight Series, Jon interviews Chuck Coonradt, 5x best-selling author, CEO, and Fortune 500 consultant. Chuck wrote The Game of Work which has been foundational in Blue Margin's philosophy on the importance of #datavisibility for job ownership and accountability. Listen to them discuss how gamifying work transforms the workplace through employee engagement and job ownership Blue Margin helps private equity owned and mid-market companies organize their data into dashboards to execute on strategy and create a culture of accountability. We call it The Dashboard Effect, the title of our book and podcast. Visit Blue Margin's library of additional BI resources here.For a free, downloadable copy of our book, The Dashboard Effect, click here, or buy a hardcopy or Kindle version on Amazon.#gameofwork #scorecard #employeeengagement

Click here to watch this episode on our YouTube channel.In this episode, Brick and Greg Brown discuss some of the ways BI can be used to improve hiring processes and effectiveness. Having an applicant tracking system as a data source is not a prerequisite.Blue Margin helps private equity owned and mid-market companies organize their data into dashboards to execute on strategy and create a culture of accountability. We call it The Dashboard Effect, the title of our book and podcast. Visit Blue Margin's library of additional BI resources here.For a free, downloadable copy of our book, The Dashboard Effect, click here, or buy a hardcopy or Kindle version on Amazon.#BI #businessintelligence #hiring #HR

Click here to watch the video on YouTube. Read the companion article: Tenex Capital: How Private Equity Uses Data to Improve Portfolio OperationsIn today's podcast, Jon interviews Marty Moore of Tenex Capital Management (private equity) as part of our ongoing Expert Insight Series. They discuss private equity's use of advanced data analytics to improve portfolio company operations. Blue Margin helps private equity owned and mid-market companies organize their data into dashboards to execute on strategy and create a culture of accountability. We call it The Dashboard Effect, the title of our book and podcast. Visit Blue Margin's library of additional BI resources here.For a free, downloadable copy of our book, The Dashboard Effect, click here, or buy a hardcopy or Kindle version on Amazon.#BI #businessintelligence #reporting #dashboard #datawarehouse #PE #portco

Click here to watch this episode on YouTube.In this fourth episode of our series on BI project management, Brick and Jennie discuss the project execution phase. They touch on the main components of this phase, including project integration management, quality management, resource management, communication management, and risk management.Blue Margin helps private equity owned and mid-market companies organize their data into dashboards to execute on strategy and create a culture of accountability. We call it The Dashboard Effect, the title of our book and podcast. Visit Blue Margin's library of additional BI resources here.For a free, downloadable copy of our book, The Dashboard Effect, click here, or buy a hardcopy or Kindle version on Amazon.#projectmanagement #PM #BI #projectexecution #businessintelligence #reporting #dashboard #datawarehouse

Click here to watch this episode on our YouTube channel.In this episode, Brick and Caleb discuss the differences between a data warehouse and a data lake and what each is best suited for. For mid-market companies, in many cases both could have an important role in an overall BI strategy and implementation.Blue Margin helps private equity owned and mid-market companies organize their data into dashboards to execute on strategy and create a culture of accountability. We call it The Dashboard Effect, the title of our book and podcast. Visit Blue Margin's library of additional BI resources here.For a free, downloadable copy of our book, The Dashboard Effect, click here, or buy a hardcopy or Kindle version on Amazon.#BI #businessintelligence #datawarehouse #datalake

Click here to watch this episode on our YouTube channel.In this episode, Brick and Caleb discuss the Snowflake data warehouse service. They describe what it is and some of the pros and cons to consider when deciding if it might be the right solution for you.Blue Margin helps private equity owned and mid-market companies organize their data into dashboards to execute on strategy and create a culture of accountability. We call it The Dashboard Effect, the title of our book and podcast. Visit Blue Margin's library of additional BI resources here.For a free, downloadable copy of our book, The Dashboard Effect, click here, or buy a hardcopy or Kindle version on Amazon.#BI #businessintelligence #reporting #dashboard #datawarehouse #Azure #AzureSynapse #Synapse #AWS #RedShift

Click here to watch this episode on YouTube.In the third episode of our series on BI project management, Brick and Anne discuss the project initiation phase. When this is done well, all project participants are well aligned from the start which minimizes project risk and optimizes the outcome.Blue Margin helps private equity owned and mid-market companies organize their data into dashboards to execute on strategy and create a culture of accountability. We call it The Dashboard Effect, the title of our book and podcast. Visit Blue Margin's library of additional BI resources here.For a free, downloadable copy of our book, The Dashboard Effect, click here, or buy a hardcopy or Kindle version on Amazon.#projectmanagement #PM #BI #projectinitiation #businessintelligence #reporting #dashboard #datawarehouse

Click here to watch this episode on our YouTube channel.Click here to read the companion article.As part of our ongoing Expert Insight Series, Jon interviews Dain Johnson of Rev 0 Consulting. They discuss change management, especially as it relates to data initiatives.Blue Margin helps private equity owned and mid-market companies organize their data into dashboards to execute on strategy and create a culture of accountability. We call it The Dashboard Effect, the title of our book and podcast. Visit Blue Margin's library of additional BI resources here.For a free, downloadable copy of our book, The Dashboard Effect, click here, or buy a hardcopy or Kindle version on Amazon.#BI #businessintelligence #reporting #dashboard #datawarehouse #PE #portco

Click here to watch this episode on our YouTube channel.In this episode, Brick and Caleb discuss the risks of trying to design and build everything you think you might ever need in a data warehouse in one single project. A faster, less expensive, and higher success rate approach is to start with smaller, high-value scope to start with, and then add on to it over time as reporting needs present themselves. This is the classic "waterfall" versus "agile" problem.Blue Margin helps private equity owned and mid-market companies organize their data into dashboards to execute on strategy and create a culture of accountability. We call it The Dashboard Effect, the title of our book and podcast. Visit Blue Margin's library of additional BI resources here.For a free, downloadable copy of our book, The Dashboard Effect, click here, or buy a hardcopy or Kindle version on Amazon.#BI #businessintelligence #reporting #dashboard #datawarehouse

Click here to watch this episode on YouTube.In the second episode of our series on BI project management, Brick interviews Jennie Swenson, Director of the PMO for Blue Margin, to discuss resource planning during a BI project. They discuss the factors to consider in initially assigning work to engineers, and the things that might cause the need for changes during project execution.Blue Margin helps private equity owned and mid-market companies organize their data into dashboards to execute on strategy and create a culture of accountability. We call it The Dashboard Effect, the title of our book and podcast. Visit Blue Margin's library of additional BI resources here.For a free, downloadable copy of our book, The Dashboard Effect, click here, or buy a hardcopy or Kindle version on Amazon.#projectmanagement #PM #BI #resourceplanning #businessintelligence #reporting #dashboard #datawarehouse

Click here to watch this episode on our YouTube channel.In this episode, Brick and Caleb discuss a potential approach for companies using an outside vendor for BI, to bring that function in house. It comes down to hiring the right resources at the right intervals, and giving them critical support and training while they ramp up.Blue Margin helps private equity owned and mid-market companies organize their data into dashboards to execute on strategy and create a culture of accountability. We call it The Dashboard Effect, the title of our book and podcast. Visit Blue Margin's library of additional BI resources here.For a free, downloadable copy of our book, The Dashboard Effect, click here, or buy a hardcopy or Kindle version on Amazon.#hiring #PM #BI #scoping #businessintelligence #reporting #dashboard #datawarehouse #visualizationengineer #dataarchitect

Click here to watch this episode on YouTube.In this first episode in a series on BI project management, Brick interviews Anne Eisenach, Senior Project Manager, to discuss the first critical steps in a BI project, strategic and tactical scoping. If you get these right, you set yourself up for a smooth BI project, delivering on the desired ROI and goals, and staying in sync with the key stakeholders.Blue Margin helps private equity owned and mid-market companies organize their data into dashboards to execute on strategy and create a culture of accountability. We call it The Dashboard Effect, the title of our book and podcast. Visit Blue Margin's library of additional BI resources here.For a free, downloadable copy of our book, The Dashboard Effect, click here, or buy a hardcopy or Kindle version on Amazon.#projectmanagement #PM #BI #scoping #businessintelligence #reporting #dashboard #datawarehouse

Click here to view this episode on YouTube.In today's podcast, Jon interviews Sean Edmonson of Tecum Capital Partners (private equity) as part of our ongoing Expert Insight Series. They discuss the value of data and the premium Tecum puts on having good BI to drive portfolio company success. They also discuss Tecum's approach to investing and what the current climate might mean for them and others in PE.Blue Margin helps private equity owned and mid-market companies organize their data into dashboards to execute on strategy and create a culture of accountability. We call it The Dashboard Effect, the title of our book and podcast. Visit Blue Margin's library of additional BI resources here.For a free, downloadable copy of our book, The Dashboard Effect, click here, or buy a hardcopy or Kindle version on Amazon.#PE #privateequity #expertinsightseries #valuation #multiples #BI #businessintelligence #reporting #KPI #dashboard #datawarehouse

Click here to view this episode on YouTube.Brick and Caleb discuss considerations for when you're hiring a BI visualization engineer. It can be tricky to hire the right one, and they offer some tips on things to look (and look out) for.Here are some of the tools we use to drive discussions and assess technical ability for potential visualization engineer hires:Client Facing Requirements GatheringWide World Importers RequirementsViz Assessment QuestionsViz Assessment - Potential AnswersSample pbix file to assign tasks and assess technical skill with Power BIBlue Margin helps private equity owned and mid-market companies organize their data into dashboards to execute on strategy and create a culture of accountability. We call it The Dashboard Effect, the title of our book and podcast. Visit Blue Margin's library of additional BI resources here.For a free, downloadable copy of our book, The Dashboard Effect, click here, or buy a hardcopy or Kindle version on Amazon.#visualization #biengineer #bideveloper #hiring #powerbi #ETL #businessintelligence #reporting #BI #dashboard #datawarehouse

Brick and Greg discuss how good BI can help private equity firms to find and generate alpha in their portfolio company investments.Blue Margin helps private equity owned and mid-market companies organize their data into dashboards to execute on strategy and create a culture of accountability. We call it The Dashboard Effect, the title of our book and podcast. Visit Blue Margin's library of additional BI resources here.For a free, downloadable copy of our book, The Dashboard Effect, click here, or buy a hardcopy or Kindle version on Amazon.#PE #privateequity #alpha #BI #valuation #multiples #irr #businessintelligence #reporting #dashboard #datawarehouse #datalake

Brick and Caleb discuss the Microsoft Azure Synapse Analytics service. They cover the parts of it most likely to be used for doing good BI, and touch on why it's a good choice over patching together several unrelated tools.Blue Margin helps private equity owned and mid-market companies organize their data into dashboards to execute on strategy and create a culture of accountability. We call it The Dashboard Effect, the title of our book and podcast. Visit Blue Margin's library of additional BI resources here.For a free, downloadable copy of our book, The Dashboard Effect, click here, or buy a hardcopy or Kindle version on Amazon.#Microsoft #Synapse #Azure #datalake #ETL #businessintelligence #reporting #BI #dashboard #datawarehouse

Brick and Caleb discuss the challenge of consolidated reporting, especially from recent mergers or acquisitions, and how using a data lake can bring quick reporting and analysis wins. They also discuss how using a data lake can ease the process of merging subsidiaries onto a central ERP (or CRM, etc.) system.Blue Margin helps private equity owned and mid-market companies organize their data into dashboards to execute on strategy and create a culture of accountability. We call it The Dashboard Effect, the title of our book and podcast. Visit Blue Margin's library of additional BI resources here.For a free, downloadable copy of our book, The Dashboard Effect, click here, or buy a hardcopy or Kindle version on Amazon.#datalake #datalakehouse #ETL #consolidation #integration #businessintelligence #datamodeling #reporting #BI #dashboard #datawarehouse #ETL

Brick, Blue Margin's founder and CEO, and Sarah Martinez, one of Blue Margin's Lead Data Visualization Consultants, discuss time intelligence in BI. They talk about the importance of constructing and using a date dimension, and some of the tricks to create reports for different time periods (e.g., yesterday, month-to-date, user-defined time period, etc.) without having to write scores of different measure formulas.Blue Margin helps private equity and mid-market companies organize their data into dashboards, to support strategy execution and create a culture of accountability. We call it The Dashboard Effect, the title of our book and podcast. Visit Blue Margin's library of additional BI resources here.For a free, downloadable copy of our book, The Dashboard Effect, click here, or buy a hardcopy or Kindle version on Amazon.#timeintelligence #businessintelligence #visualization #DAX #calculationgroup #reporting #BI #dashboard #datawarehouse

Jon Thompson hosts founder and CEO of Notch Partners, Andy Thompson, to discuss matching deals to executives (and vice versa) in the PE world. Notch Partners is a boutique executive talent consultancy retained by leading private equity firms such as Advent, Charlesbank, Warburg Pincus, and AEA. Notch Partners creates competitive advantage for PE firms by “cultivating high-impact relationships that result in superior returns for investors and transformative career opportunities for executives.” They source industry-specific CEO-level talent as well as executive-led investment theses. Founded in 2002, the firm maintains a network of 40,000 executives and works with later stage investors purchasing control positions in mature companies. Blue Margin helps private equity and mid-market companies organize their data into dashboards to support strategy execution and create a culture of accountability. We call it The Dashboard Effect, the title of our book and podcast. Visit Blue Margin's library of additional BI resources here. For a free, downloadable copy of our book, The Dashboard Effect, click here, or buy a hardcopy or Kindle version on Amazon. #DataDriven #PrivateEquity #PE #dealflow #businessintelligence #transparency #reporting #BI #dashboard #datawarehouse #azure #powerbi

In addition to Jon's theory of the Brontosaurus, Brick and Jon discuss their view that the root of all business problems is lack of clear visibility.Blue Margin helps private equity and mid-market companies organize their data into dashboards, to support strategy execution and create a culture of accountability. We call it The Dashboard Effect, the title of our book and podcast. Visit Blue Margin's library of additional BI resources here.For a free, downloadable copy of our book, The Dashboard Effect, click here, or buy a hardcopy or Kindle version on Amazon. #businessintelligence #accountability #transparency #reporting #BI #dashboard #datawarehouse #strategy

Brick sits down with Greg Brown, one of Blue Margin's consultants, to discuss the critical question in BI. How do you get the right information, to the right person, at the right time, in order to best drive good outcomes. Greg has a very early automated BI example from IBM in the 1950's, and also explains a more recent example of how McDonald's uses up-to-the-minute BI to reinforce brand loyalty.Blue Margin helps private equity and mid-market companies organize their data into dashboards, to support strategy execution and create a culture of accountability. We call it The Dashboard Effect, the title of our book and podcast. Visit Blue Margin's library of additional BI resources here.For a free, downloadable copy of our book, The Dashboard Effect, click here, or buy a hardcopy or Kindle version on Amazon. #businessintelligence #accountability #transparency #reporting #BI #dashboard #datawarehouse #strategy #timeliness

Brick, Blue Margin's founder and CEO, and Kate, Director of Consulting, discuss discuss BI in the legal field. They've worked with several large law firms and point out some of the key considerations in terms of metrics and reporting.Blue Margin helps private equity and mid-market companies organize their data into dashboards, to support strategy execution and create a culture of accountability. We call it The Dashboard Effect, the title of our book and podcast. Visit Blue Margin's library of additional BI resources here.For a free, downloadable copy of our book, The Dashboard Effect, click here, or buy a hardcopy or Kindle version on Amazon. #legal #businessintelligence #accountability #transparency #reporting #BI #dashboard #datawarehouse

Brick and Caleb discuss the best practice of understanding likely reporting needs before architecting a data warehouse, versus just pulling all of the data into the data warehouse. It's OK to have all of the data pulled into a Persisted Staging area, or into a data lake, but overengineering the data warehouse and reporting views and cubes lengthens the time to get to reports and can result in rework.Blue Margin helps private equity and mid-market companies organize their data into dashboards, to support strategy execution and create a culture of accountability. We call it The Dashboard Effect, the title of our book and podcast. Visit Blue Margin's library of additional BI resources here.For a free, downloadable copy of our book, The Dashboard Effect, click here, or buy a hardcopy or Kindle version on Amazon.#ETL #businessintelligence #datamodeling #reporting #BI #dashboard #datawarehouse

Brick and Caleb discuss low-code data connectors and when and why to use, or not use them. Blue Margin helps private equity and mid-market companies organize their data into dashboards, to support strategy execution and create a culture of accountability. We call it The Dashboard Effect, the title of our book and podcast. Visit Blue Margin's library of additional BI resources here.For a free, downloadable copy of our book, The Dashboard Effect, click here, or buy a hardcopy or Kindle version on Amazon.#Alteryx #DellBoomi #ETL #businessintelligence #datamodeling #reporting #BI #dashboard #datawarehouse

Jon Thompson hosts technology and operations leader, Andy Scott, to discuss the role of data in business. Andy has 35 years of experience across multiple industries and organizations holding positions that include Chief Technology Officer, Chief Product and Technology Officer, Chief Information Officer, VP of Digital Product Management, and Board Director. He is known for his track record of delivering growth and empowering leadership through digital transformation.For further reading: Andy Scott, CTO, on Data Transformation at Hydromax USA (bluemargin.com)Blue Margin helps private equity and mid-market companies organize their data into dashboards to support strategy execution and create a culture of accountability. We call it The Dashboard Effect, the title of our book and podcast. Visit Blue Margin's library of additional BI resources here. For a free, downloadable copy of our book, The Dashboard Effect, click here, or buy a hardcopy or Kindle version on Amazon. #DataDriven #PrivateEquity #PE #businessintelligence #transparency #reporting #BI #dashboard #datawarehouse #azure #powerbi

Brick, Blue Margin's founder and CEO, and Courtney, Blue Margin's Quality Systems Manager, discuss the things you should focus on to make sure you're delivering high-quality BI, both from the data side and from the visualization side.Blue Margin helps private equity and mid-market companies organize their data into dashboards, to support strategy execution and create a culture of accountability. We call it The Dashboard Effect, the title of our book and podcast. Visit Blue Margin's library of additional BI resources here.For a free, downloadable copy of our book, The Dashboard Effect, click here, or buy a hardcopy or Kindle version on Amazon.#quality #adoption #businessintelligence #accountability #reporting #BI #dashboard #datawarehouse

Brick and Caleb discuss the unique data needs of mid-market companies in the approximately $50M to $2B revenue range.Blue Margin helps private equity and mid-market companies organize their data into dashboards to support strategy execution and create a culture of accountability. We call it The Dashboard Effect, the title of our book and podcast. Visit Blue Margin's library of additional BI resources here. For a free, downloadable copy of our book, The Dashboard Effect, click here, or buy a hardcopy or Kindle version on Amazon. #businessintelligence #PrivateEquity #PE #transparency #reporting #BI #dashboard #datawarehouse #azure #powerbi

Brick and Caleb discuss the topic of Master Data Management (MDM) for analytical data. It's conceptually simpler than it might at first seem, but takes commitment to implement and maintain. No Snickers bars were harmed in the making of this episode.Blue Margin helps private equity and mid-market companies organize their data into dashboards to support strategy execution and create a culture of accountability. We call it The Dashboard Effect, the title of our book and podcast. Visit Blue Margin's library of additional BI resources here. For a free, downloadable copy of our book, The Dashboard Effect, click here, or buy a hardcopy or Kindle version on Amazon. #masterdatamanagement #MDM #businessintelligence #reporting #BI #dashboard #datawarehouse #azure #powerbi

Brick and Caleb discuss a BI project that had an unexpected, but very welcome payoff.Blue Margin helps private equity and mid-market companies organize their data into dashboards to support strategy execution and create a culture of accountability. We call it The Dashboard Effect, the title of our book and podcast. Visit Blue Margin's library of additional BI resources here. For a free, downloadable copy of our book, The Dashboard Effect, click here, or buy a hardcopy or Kindle version on Amazon. #ERP #businessintelligence #accountability #transparency #reporting #BI #dashboard #datawarehouse #powerbi

Brick, Blue Margin's founder and CEO, and Bryan, a Blue Margin Consultant, discuss the downsides of manual reporting and the upsides of automated reporting. They also discuss how to get going on automated reporting without breaking the bank.Blue Margin helps private equity and mid-market companies organize their data into dashboards, to support strategy execution and create a culture of accountability. We call it The Dashboard Effect, the title of our book and podcast. Visit Blue Margin's library of additional BI resources here.For a free, downloadable copy of our book, The Dashboard Effect, click here, or buy a hardcopy or Kindle version on Amazon. #businessintelligence #accountability #transparency #reporting #BI #dashboard #datawarehouse

Brick and Caleb discuss some of the many ways that Power BI and the Microsoft Azure platform work together so well. Power BI can do reporting well from most data systems, but when it is paired with the services in Azure, a lot of additional capabilities are made easy to do.Blue Margin helps private equity and mid-market companies organize their data into dashboards to support strategy execution and create a culture of accountability. We call it The Dashboard Effect, the title of our book and podcast. Visit Blue Margin's library of additional BI resources here.For a free, downloadable copy of our book, The Dashboard Effect, click here, or buy a hardcopy or Kindle version on Amazon.#Azure #PowerBI #businessintelligence #reporting #BI #dashboard #datawarehouse

In this episode, Brick and Caleb discuss some of the things to avoid when building a dashboard, whether for yourself or for a business. They cover approximately ten important items to consider. (It sounded like they could have kept going, so we may need to get them to do a sequel!)Blue Margin helps private equity and mid-market companies organize their data into dashboards to support strategy execution and create a culture of accountability. We call it The Dashboard Effect, the title of our book and podcast. Visit Blue Margin's library of additional BI resources here.For a free, downloadable copy of our book, The Dashboard Effect, click here, or buy a hardcopy or Kindle version on Amazon. #budgeting #businessintelligence #accountability #transparency #reporting #BI #dashboard

Brick and Caleb discuss low and no code ETL tools, sometimes referred to as "enterprise service bus" or ESB or eBus. They point out some of the common pros and cons to think about when considering using one of these tools.Blue Margin helps private equity and mid-market companies organize their data into dashboards to support strategy execution and create a culture of accountability. We call it The Dashboard Effect, the title of our book and podcast. Visit Blue Margin's library of additional BI resources here.For a free, downloadable copy of our book, The Dashboard Effect, click here, or buy a hardcopy or Kindle version on Amazon.#ESB #enterpriseservicebus #ebus #businessintelligence #datawarehouse #reporting #BI #dashboard

Brick, Blue Margin's founder and CEO, and Caleb, Vice President of Delivery Operations, discuss some of the most common situations where it makes sense to skip the data warehouse and instead do your analysis and reporting without it.Blue Margin helps private equity and mid-market companies organize their data into dashboards, to support strategy execution and create a culture of accountability. We call it The Dashboard Effect, the title of our book and podcast. Visit Blue Margin's library of additional BI resources here.For a free, downloadable copy of our book, The Dashboard Effect, click here, or buy a hardcopy or Kindle version on Amazon.#businessintelligence #reporting #BI #dashboard #datawarehouse

Brick, Blue Margin's founder and CEO, and Kate, Director of Consulting, discuss how to think about what an appropriate budget might be for BI projects. They get into considerations around ROI and business impact, and also whether to do the work internally or potentially an outside partner.Blue Margin helps private equity and mid-market companies organize their data into dashboards, to support strategy execution and create a culture of accountability. We call it The Dashboard Effect, the title of our book and podcast. Visit Blue Margin's library of additional BI resources here.For a free, downloadable copy of our book, The Dashboard Effect, click here, or buy a hardcopy or Kindle version on Amazon. #budgeting #businessintelligence #accountability #transparency #reporting #BI #dashboard #datawarehouse

Brick sits down with Greg Brown, one of Blue Margin's consultants, to discuss accountability in business and how BI can play a big role in creating a culture of accountability.Brick references the book, The Game of Work, by Charles Coonradt. Here's the link to its Amazon listing. And here's the link to the author's business website.Blue Margin helps mid-market companies organize their data into dashboards, making critical metrics visible in real-time, and driving growth through focus and accountability.Visit Blue Margin's website here and our library of additional BI resources here.For a downloadable copy of our book, The Dashboard Effect, click here, or buy a hardcopy or Kindle version on Amazon.#accountability #transparency #visibility #reporting #BI