The Dashboard Effect

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