The Dashboard Effect

In this episode, Brick and Caleb revisit the world of generative AI in analytics. They revisit their experience with Microsoft's Power BI Copilot and discuss the current state of AI in generating SQL queries, dashboards, and even predictive analytics with machine learning. Tune in to get their take on the hype vs. reality of AI within data analytics (and other applications like video, voice, biomedical, etc.) and what to watch for in the near future!

Click here to watch this episode on our YouTube channel.

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.

Subscribe here to get more episodes of The Dashboard Effect podcast on your favorite podcast app.

Visit Blue Margin's library of additional BI resources.

"Let's say you hire two people, and they build a bunch of stuff. And then they decide to quit or find a better job, and then all of that knowledge goes with them. You have to have continuity. Otherwise, you're just on a treadmill." - Caleb Ochs

In this episode of the Dashboard Effect Podcast, Brick and Caleb discuss the evolving challenges companies face in building and maintaining a data analytics team. They emphasize the importance of continuity and skill diversity, particularly in middle-market companies, and delve into why many businesses are increasingly looking to outsource these specialized skillsets. The conversation reveals the gaps that can form when companies rely solely on internal teams and makes the case for partnering with a fraction data team which offers both expertise and continuity in data strategy.

Click here to watch this episode on our YouTube channel.

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.

Subscribe here to get more episodes of The Dashboard Effect podcast on your favorite podcast app.

Visit Blue Margin's library of additional BI resources.

In this episode, Brick and Caleb explore the distinction between implementing software solutions and actually driving business results. They discuss the limitations of canned reporting in various systems like CRM, ERP, and fleet management software, emphasizing the need for a consolidated data environment, or a "data lakehouse," to truly unlock the power of your data. Whether you're a Private Equity Operating Partner or a C-Suite executive, you'll gain valuable insights into maximizing the ROI on your software investments and preparing your data infrastructure for the future of AI and machine learning.

Click here to watch this episode on our YouTube channel.

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.

Subscribe here to get more episodes of The Dashboard Effect podcast on your favorite podcast app.

Visit Blue Margin's library of additional BI resources.

In this episode, hosts Brick and Caleb discuss the phenomenon of "BI Paralysis," a common roadblock that hinders companies from fully implementing their Business Intelligence (BI) initiatives. They discuss the pitfalls of striving for perfection in BI reporting, emphasizing the importance of iterative development and stakeholder education. The episode is a must-listen for executives looking to optimize their data strategy and avoid the paralysis that comes from overthinking BI projects.

Click here to watch this episode on our YouTube channel.

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.

Subscribe here to get more episodes of The Dashboard Effect podcast on your favorite podcast app.

Visit Blue Margin's library of additional BI resources.

In this episode, Brick and Caleb delve into the speed-to-insight benefits of data lakes over traditional data warehouses. They discuss how advances in technology have drastically reduced the time required to build data pipelines, making it easier for mid-market companies, especially those backed by private equity, to integrate and analyze data from multiple sources. Tune in to learn how you can leverage these innovations to make data-driven decisions faster, even if you're in the midst of a buy-and-build strategy.

Click here to watch this episode on our YouTube channel.

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.

Subscribe here to get more episodes of The Dashboard Effect podcast on your favorite podcast app.

Visit Blue Margin's library of additional BI resources.

In this episode, hosts Brick and Caleb discuss the unique challenges and opportunities of implementing data and analytics in the mid-market sector. Drawing on their experience from 1000+ projects, they discuss why traditional big data approaches don't fit the mid-market and offer actionable insights on cost-effective, ongoing data management. This episode provides valuable perspectives on optimizing your data strategy without having to build an in-house team.

Click here to watch this episode on our YouTube channel.

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.

Subscribe here to get more episodes of The Dashboard Effect podcast on your favorite podcast app.

Visit Blue Margin's library of additional BI resources.

In this episode, Brick and Caleb orient us to Microsoft's new data platform, Fabric, which was launched into public preview earlier this year. They discuss its key components, including its relationship with Data Engineering, Data Factory, Data Science, and Power BI. Additionally, they explore the future implications of integrating AI into data management.

Click here to watch this episode on our YouTube channel.

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.

Subscribe here to get more episodes of The Dashboard Effect podcast on your favorite podcast app.

Visit Blue Margin's library of additional BI resources.

In this episode of The Dashboard Effect, hosts Brick and Caleb, discuss the road to data maturity within companies. They outline the three stages of data maturity - data constrained, data aware, and data driven - and provide practical guidance on recognizing where your company stands and when/how to advance. They also share data maturity's impact on business efficiency, decision-making, and competitiveness.

Click here to watch this episode on our YouTube channel.

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.

Subscribe here to get more episodes of The Dashboard Effect podcast on your favorite podcast app.

Visit Blue Margin's library of additional BI resources.

In this episode of the Dashboard Effect Podcast, Brick and Caleb delve into the intricacies of Power BI. They discuss the two primary components of Power BI: the Desktop version and the Service version, and how they interact with each other. They also touch on the concept of Power BI Embedded, which allows Power BI reports to be surfaced in applications. They then explain the role of Power BI data gateway in maintaining a secure connection between local databases and the cloud-based Power BI service, and the use of Power BI report server for those who prefer to keep their reports within their network.

Click here to watch this episode on our YouTube channel.

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.

Subscribe here to get more episodes of The Dashboard Effect podcast on your favorite podcast app.

Visit Blue Margin's library of additional BI resources.

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.

Subscribe here to get more episodes of The Dashboard Effect podcast on your favorite podcast app.

Visit Blue Margin's library of additional BI resources.