The Dashboard Effect

Brick and Caleb outline the importance (and complexities) of actively managing a data lake to meet ever-changing business needs and user requirements.

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Blue Margin increases enterprise value for PE-backed, mid-market companies by building and managing their data platforms. Our strategy, proven with over 250 companies to-date, expands multiples through data tr...

In this episode, Brick and Caleb outline the three pillars of a BI system framework: data lakes, data modeling, and data visualization.

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Blue Margin increases enterprise value for PE-backed, mid-market companies by building and managing their data platforms. Our strategy, proven with over 250 companies to-date, expands multiples through data transformation, ...

 In this episode, Brick Thompson hosts CIO John Manzanares, a seasoned IT leader and a board member for PE-backed field services, construction, transportation, and logistics companies, as well as the Society for Information Management.

John shares insight into:
- How a Midmarket Commercial Services Company Monetized Their Data
- Why Data Lakes are Key to the Buy-and-Build Strategy
- How Microsoft’s 365 Copi...

In this episode, Blue Margin consultant Greg Brown interviews John A. Lanier, CEO of Middle Market Methods. John shares insights into his approach to value creation road-mapping as well as his strategies for identifying areas for operational improvements and addressing the misalignment that commonly occurs between PE sponsors and portfolio company executives. 
 
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In this episode, Brick and Caleb discuss the importance of preparing your data environment for the arrival of AI tools. They highlight the advantages of a data lake, a flexible repository for storing and integrating data, making it easier to analyze and report on. By having an established data lake, organizations can seamlessly leverage upcoming AI tools without having to scramble to access data in their transactional systems.
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In this episode, Brick and Caleb discuss ChatGPT - its current capabilities, shortcomings, and anticipated impact on BI. They offer some advice about preparing your company data to leverage these advancing technologies.
 
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Blue Margin helps private equity owned and mid-market companies organize their data into dashboards to execute on strategy and create a cul...

In this episode, Kate Eberle and Brick Thompson discuss the benefits of using a data lake instead of a traditional data warehouse during the first 100 days of a company's acquisition by a private equity firm, citing its ability to speed up insights, offer a consolidated view of data from different add-ons, and act as a sandbox for determining operational key performance indicators (KPIs). Data lakes can provide fast, updated i...

In this episode, Brick and Will, Solutions Architect at Blue Margin, discuss the four areas of questioning he uses when interviewing SMEs or stakeholders for building a report. It's important to understand the context first before choosing the right metrics and slicers to ensure that the report is actionable and meets stakeholders' needs.

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Blue Mar...

In today’s podcast, Blue Margin consultant Greg Brown hosts Vishy Venugopalan, Managing Partner of Weave Growth Partners. Vishy brings the Silicon Valley playbook to lower midmarket deals by melding his knowledge of tech startups, investing, and both descriptive and prescriptive analytics. The interview explores the ‘why’ behind private equity’s slower adoption of data driven practices, correlates a company’s data adoption practice...

In this episode, Caleb and Kate discuss important KPIs for the manufacturing industry. While there are no one-size-fits-all solutions, they outline and provide insight on the leading and lagging KPIs that have helped our midmarket manufacturing clients improve sales operations, inventory management, labor and machine utilization, and cash flow.

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Blue Margin ...

In this episode, Brick and Caleb talk about the importance of making sure business users of BI understand the underlying data sources and their capabilities and limitations. It'll help maximize the value of your BI efforts.

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Blue Margin helps private equity owned and mid-market companies organize their data into dashboards to execute on strategy and crea...

In this episode, Brick and Caleb share Blue Margin's journey of transitioning to a culture of data transparency and the widespread benefits of tracking and sharing individual metrics across the company.

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Blue Margin helps private equity owned and mid-market companies organize their data into dashboards to execute on strategy and create a culture of acco...

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

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Blue Margin helps private equity owned and mid-market companies organize their data into dashboards to execute on strategy and create a cultu...

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/experienc...

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.

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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 i...

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. 

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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 ...

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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 th...

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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 podcas...

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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 ...