
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 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. #ERP #businessintelligence #accountability #transparency #reporting #BI #dashboard #datawarehouse #powerbi
Aug 23, 2022
7 min

Brick, Blue Margin's founder and CEO, and Bryan, a Blue Margin Consultant, discuss the downsides of manual reporting and the upsides of automated reporting. They also discuss how to get going on automated reporting without breaking the bank.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
Aug 18, 2022
16 min

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 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.#Azure #PowerBI #businessintelligence #reporting #BI #dashboard #datawarehouse
Aug 16, 2022
11 min

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 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. #budgeting #businessintelligence #accountability #transparency #reporting #BI #dashboard
Aug 11, 2022
16 min

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 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.#ESB #enterpriseservicebus #ebus #businessintelligence #datawarehouse #reporting #BI #dashboard
Aug 9, 2022
15 min

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 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 #reporting #BI #dashboard #datawarehouse
Aug 5, 2022
25 min

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 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. #budgeting #businessintelligence #accountability #transparency #reporting #BI #dashboard #datawarehouse
Aug 3, 2022
12 min

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's the link to the author's business website.Blue Margin helps mid-market companies organize their data into dashboards, making critical metrics visible in real-time, and driving growth through focus and accountability.Visit Blue Margin's website here and our library of additional BI resources here.For a downloadable copy of our book, The Dashboard Effect, click here, or buy a hardcopy or Kindle version on Amazon.#accountability #transparency #visibility #reporting #BI
Aug 1, 2022
18 min

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
Jul 30, 2022
22 min

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 great resource on fixed-price billing, check out Jonathan Stark. His focus is more on "value pricing" rather than simply fixed-pricing, but most of the concepts apply to both.
Jul 25, 2022
17 min
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