The Dashboard Effect

Brick and Caleb discuss some of the many ways that Power BI and the Microsoft Azure platform work together so well. Power BI can do reporting well from most data systems, but when it is paired with the services in Azure, a lot of additional capabilities are made easy to do.Blue Margin helps private ...

In this episode, Brick and Caleb discuss some of the things to avoid when building a dashboard, whether for yourself or for a business. They cover approximately ten important items to consider. (It sounded like they could have kept going, so we may need to get them to do a sequel!)Blue Margin helps ...

Brick and Caleb discuss low and no code ETL tools, sometimes referred to as "enterprise service bus" or ESB or eBus. They point out some of the common pros and cons to think about when considering using one of these tools.Blue Margin helps private equity and mid-market companies organize t...

Brick, Blue Margin's founder and CEO, and Caleb, Vice President of Delivery Operations, discuss some of the most common situations where it makes sense to skip the data warehouse and instead do your analysis and reporting without it.Blue Margin helps private equity and mid-market companies orga...

Brick, Blue Margin's founder and CEO, and Kate, Director of Consulting, discuss how to think about what an appropriate budget might be for BI projects. They get into considerations around ROI and business impact, and also whether to do the work internally or potentially an outside partner.Blue ...

Brick sits down with Greg Brown, one of Blue Margin's consultants, to discuss accountability in business and how BI can play a big role in creating a culture of accountability.Brick references the book, The Game of Work, by Charles Coonradt. Here's the link to its Amazon listing. And here&...

Brick sits down with Jennie Swenson, Blue Margin's Director of the PMO, to discuss the project management approach she and her PMs take to delivering successful BI projects.Visit our podcast website at https://podcast.thedashboardeffect.com

Brick and Caleb discuss Blue Margin's shift from time-and-materials to fixed-price billing. The change has materially improved the outcomes of their projects for clients and for Blue Margin. Some of the benefits are not intuitively obvious but will make sense to most billing professionals.For a...

Brick and Caleb discuss the different types of data sources you might run into when building reports or a data warehouse. They also talk about approaches for combining data from different systems and dealing with data redundancy. This one gets a little bit technical.

Jon Thompson, Cofounder and Chief Strategy Officer at Blue Margin, sits down with Jill Belconis, career CEO at Shelter Mortgage turned strategic business coach. They discuss taking an offensive stance during cyclical economic downturns, focusing on your “one thing,” using a job scorecard (BI) for ac...

Brick and Caleb discuss how an organization can quickly start doing real BI. Getting going is easier than you might think, but there are a few key things to keep in mind.

Brick and Caleb discuss why a BI project can and should be much more agile than something like an ERP implementation, delivering results and value quickly.

Brick and Will discuss the significant benefits of spending time up front on report design before jumping into the reporting tool to do the actual build.

Brick and Caleb discuss defining the impact a BI effort is expected to deliver so you can decide whether it is worth the effort or can be achieved in a simpler way.

Brick and Caleb discuss the importance of aligning on the definition of metrics. It seems obvious, but can be tricky if you're not careful.