The Dashboard Effect

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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

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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 

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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 Gathering
• Wide World Importers Requirements
• Viz Assessment Questions
• Viz Assessment - Potential Answers
• Sample pbix file to assign tasks and assess technical skill with Power BI

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.

#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