The Dashboard Effect

The Dashboard Effect

Conversations and interviews on data, analytics, and business intelligence (BI) with Brick Thompson, Jon Thompson, and Caleb Ochs.

Reviews:
September 23, 2022
40
00:16:3511.42 MB

#40 - Using BI to Find Alpha in Private Equity, with Greg Brown

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 c...

September 21, 202200:14:3810.08 MB

#39 - Azure Synapse Analytics - What the Heck is It?

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 organi...

September 16, 2022
38
00:13:599.63 MB

#38 - You CAN Herd Cats - Get to Your Data Faster with a Lake(house)

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, et...

September 13, 2022
37
00:11:478.13 MB

#37 - Time Intelligence, with Sarah Martinez

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 perio...

September 12, 2022
36
00:38:3426.51 MB

#36 - Notch Partners CEO: Leveraging Data and Curating a Large Pool of Executives for the Right Deal, at the Right Time

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. No...

September 08, 2022
35
00:16:3011.36 MB

#35 - The Brontosaurus and the Root of all (Business) Problems

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 cultur...

September 06, 2022
34
00:15:2910.66 MB

#34 - The Age Old BI Challenge, with Greg Brown

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,...

September 05, 2022
33
00:11:127.72 MB

#33 - BI Metrics for the Legal Industry, with Kate Eberle

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 compan...

September 01, 2022
32
00:09:426.69 MB

#32 - Horse Before the Cart - Start With the Reporting Need

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 th...

August 30, 2022
31
00:08:566.16 MB

#31 - Why Not Use Automatic Connectors Every Time?

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 ...

August 28, 2022
30
00:43:2829.88 MB

#30 - Data Driven versus Non-Data Driven Companies, Interview with Andy Scott, PE CTO

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 Of...

August 27, 2022
29
00:22:0215.15 MB

#29 - Top Shelf Business Intelligence, with Courtney Tewalt

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 c...

August 26, 2022
28
00:08:446.03 MB

#28 - Mid-Market BI, Just the Right Size

Brick and Caleb discuss the unique data needs of mid-market companies in the approximately $50M to $2B revenue range. 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 Da...

August 25, 2022
27
00:11:117.71 MB

#27 - Snickers Bars and Master Data Management

Brick and Caleb discuss the topic of Master Data Management (MDM) for analytical data. It's conceptually simpler than it might at first seem, but takes commitment to implement and maintain. No Snickers bars were harmed in the making of this episode. Blue Margin helps private equity and mid-mar...

August 23, 2022
26
00:07:455.35 MB

#26 - Found One Million Dollars of Missing Invoicing Thanks to BI

Brick and Caleb discuss a BI project that had an unexpected, but very welcome payoff. 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...