The Dashboard Effect
The Dashboard Effect
Brick Thompson, Jon Thompson, Caleb Ochs, Landon Ochs
How a PE-Backed Rollup Escaped Excel Chaos
13 minutes Posted Feb 5, 2026 at 12:00 am.
0:00
13:59
Download MP3
Show notes
Pulling financial data together sounds simple, until you’re dealing with 20+ acquired companies, multiple ERPs, and a reporting process held together by massive Excel files. In this episode of The Dashboard Effect, Brick Thompson sits down with Senior Account Executive Kate Eberle to walk through a real client example: a PE-backed, billion-dollar organization struggling to consolidate financial data across a highly fragmented system landscape. They break down what went wrong, why Excel stop...