The Dashboard Effect

Expert Insights Series - SimonMed: How Data Insight Improves Performance for PE-Backed Healthcare Companies


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In this episode of the Expert Insights Series, Blue Margin Director of Consulting, Kate Eberle, hosts Pedro Renteria, the VP of Financial Planning and Analysis at SimonMed. Pedro works closely with operations and leans on business intelligence (BI) and analytics to drive company performance.
 
Click here to watch this episode on our YouTube channel.

Key Points:
- SimonMed's BI Journey: A Healthcare Case Study
- How SimonMed Uses Data Analytics to Increase Patient Volume and Employee Engagement
- SimonMed's Data-Driven, Human-Centered Approach to Performance Improvements
- Pedro's perspective on ROI and his observations of SimonMed's progress

Before joining SimonMed, Pedro served as VP of FP&A at Frontier Communications, Sr. Director of FP&A at financial services company Early Warning, Finance Controller at Amazon, and Finance Director at American Airlines and U.S. Airways.

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, as presented in our book, The Dashboard Effect.

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The Dashboard EffectBy Brick Thompson, Jon Thompson, Caleb Ochs, Landon Ochs

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