The Dashboard Effect

Jon and Brick discuss their experiences with BI in business and specifically as VC-backed and then PE-owned business managers. For further reading: Data Visibility and the PE-backed Executive (bluemargin.com) 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 Ef...

Brick and Caleb discuss a recent change at Blue Margin that made their reporting no longer useful, and how they fixed 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 addition...

Jon Thompson, Cofounder and Chief Strategy Officer at Blue Margin, sits down with Adam Coffey, #1 bestselling author of The Private Equity Playbook and The Exit Strategy Playbook, to discuss the state of private equity investments, strategies for reinvestment at the time of exit, and how data analytics supports executives in operations and diligence. For further reading: Adam Coffey and The Exit S...

Brick and Caleb discuss the merits of building a data warehouse versus connecting directly to a data source (such as an ERP system) for creating reports in Power BI and other reporting 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 o...