For months, Brick and Caleb have been recommending that companies start preparing their data infrastructure to leverage the current and upcoming AI technologies. In this episode, however, they break down how to prepare. They emphasize the need for data consolidation (and recommend OneLake on Microsoft Fabric), a robust semantic layer for report development, data literacy development within the organization, and consistent metric definitions.

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Blue Margin increases enterprise value for PE-backed, mid-market companies by serving as their fractional data team. We advise on, build, and manage data platforms. Our strategy, proven with over 300 companies to-date, expands multiples through data transformation, as presented in our book, The Dashboard Effect.

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