The Dashboard Effect

How does raw data from a system like Salesforce become a dashboard your team can actually trust? On this episode of the Dashboard Effect, Brick and Landon walk through medallion architecture and the three stages data moves through on its way to becoming useful. They keep it simple: the first stage holds an exact copy of your source data, the middle stage cleans it up and combines data from differe...

Everyone's asking the same question: why can't I just run all my business intelligence through AI? In this episode of The Dashboard Effect, Brick and Landon break down the real answer. You probably can, but only if your data foundation is built for it. They cover where AI analytics fit alongside traditional Power BI, why a strong medallion architecture is the difference between reliable...

In this episode, the team gets hands-on with vibe coding and what it actually looks like inside real data work. From building API connections to generating synthetic datasets, they walk through where AI is genuinely speeding things up and where it still runs into friction. The big takeaway: writing code might be faster, but everything around the data still matters just as much. Blue Margin helps g...

AI is replacing software engineers. At least that's what the headlines say. But is it actually true? In this episode of The Dashboard Effect, Brick - CEO of Blue Margin and Landon - Data Platform Manager at Blue Margin, get into what AI coding tools are really doing to software engineering teams right now. They cover why developers who tried AI tools in 2024 gave up too soon, how the best eng...

Designing a dashboard might seem straightforward, just add charts, metrics, and a few visualizations. But the dashboards that actually help businesses make decisions often look surprisingly simple. In this episode of The Dashboard Effect, Brick and Landon talk about why the most effective dashboards are usually the simplest to read, and the hardest to build. Behind a clean dashboard is often a lot...

Many companies assume the best way to build a data capability is to hire an internal team. But is that always the right move? In this episode of The Dashboard Effect, Brick and Landon break down one of the most common questions they hear from prospective clients: Why outsource your data work instead of hiring in-house? They talk through the real tradeoffs companies face when building a data team,...

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 da...

Most finance and ops teams aren’t short on data, they’re short on trust in the numbers. This podcast digs into why reporting breaks down, why Excel becomes a crutch, and what actually changes when companies move to cleaner, more reliable data foundations. We talk with CFOs, operators, and data leaders about the messy reality behind budgets, forecasts, board decks, and “magic spreadsheets” and how...

In this episode of The Dashboard Effect, hosts Brick and Landon break down why so many data projects fail and how to fix them. Instead of “boiling the ocean” with massive, months-long BI initiatives that never gain traction, they share a practical, proven approach to delivering fast ROI, user adoption, and sustained data success. Whether you’re leading a data transformation, building dashboards, o...

AI adoption is booming but most initiatives still fail to deliver real ROI. In this episode, Brick and Landon unpack why 60–95% of AI projects miss the mark and what companies can do differently. From the importance of a solid data foundation to starting small with practical use cases, they outline a smarter approach to AI that focuses on results, not hype.

In this episode of The Dashboard Effect, Brick and Landon unpack why so many AI projects fail and how the right data foundation can make all the difference. From breaking down what a semantic model actually is to exploring the role of governance, they explain how structure, quality, and oversight in your data environment directly impact the reliability of AI. Whether you’re an executive planning y...

Think you need a big BI team and a big budget to get value from your data? Think again. In this episode, Brick Thompson and Landon Ochs share how small professional services firms can start using data effectively—by focusing on one meaningful problem, starting simple, and iterating over time. Hear practical tips, common pitfalls, and a real-world success story that added millions to the bottom lin...

In this episode of The Dashboard Effect, Brick and Landon give an update on Celeste, the internal AI tool Blue Margin has been building to help data teams query, explore, and visualize client data. They dive into what’s worked, what hasn’t, and the fork in the road between making Celeste valuable for engineers versus business users. Along the way, they share lessons about AI adoption, the limits o...

In this episode of The Dashboard Effect, Brick and Landon discuss their shift in thinking on whether to build custom data connectors or use third-party tools like Fivetran. They share the pros, cons, and lessons learned from their proof-of-concept with Fivetran, and why APIs are changing the data pipeline game. Key Moments: 1:15 – Why custom connectors made sense in the past 2:00 – The rise of API...

In this episode of The Dashboard Effect, host Brick is joined by Blue Margin account executive Greg to demystify what it really means to “prepare your data for AI.” Rather than focusing on flashy tools and hype, they dig into the foundational steps, like building a modern data lakehouse and semantic layer, that are essential for long-term ROI. You’ll also hear why many companies are pulling back o...

Choosing between Microsoft Fabric and Snowflake? In this episode of The Dashboard Effect, Brick Thompson and Landon Ochs break down when, why, and how to choose the right data platform for your organization. From ecosystem compatibility and AI capabilities to cost management and developer experience, we unpack the real-world trade-offs we see every day at Blue Margin. Whether you're building...

This episode dives into the biggest theme from the 2025 Microsoft Build conference: AI agents. Brick and Landon unpack what Microsoft unveiled, from Copilot Studio to Azure AI Foundry, and what it all means for businesses adopting custom AI tools. Whether you're curious about how AI agents can automate tasks, what it takes to build and govern them effectively, or how Microsoft is pushing this...

Landon and Brick unpack the biggest announcements about Microsoft Fabric from the 2025 Microsoft Build Conference. From long-awaited features like Power BI write-back and built-in CICD, to major shifts like Cosmos DB moving into Fabric and Copilot now available at the F2 tier, this is a must-watch for data professionals and business leaders keeping an eye on Microsoft’s data ecosystem. Whether you...

In this episode, Blue Margin’s Kate Eberle and Greg explore why forward-thinking private equity firms are investing in firm-level data lakehouses and how it’s transforming deal flow, operations, investor relations, and beyond. From reducing manual reporting to enabling AI-driven insights and natural language querying, they outline real-world use cases, challenges, and the best first steps to take....

In this episode, Brick and Kate break down the five most impactful metrics for middle-market companies to focus on when implementing Business Intelligence (BI). These metrics help businesses not only measure performance, but also take strategic action based on real-time insights. Whether you're in services, manufacturing, or another industry, this conversation dives into practical examples an...

Rolling out a new BI system or dashboard? It's not just about the data; it's about the people.  In this episode of The Dashboard Effect, Brick and Landon dive into the hidden influence of company culture on BI adoption. From Excel loyalty to leadership modeling and psychological safety, they unpack the human side of digital transformation. Learn how to overcome resistance, build trust, a...

Are you chasing metrics that look good but don’t do good? In this episode of The Dashboard Effect , Brick Thompson and Landon Oaks dive into the common trap of vanity metrics, those flashy numbers that don’t actually move the needle. They explore how to identify the right metrics, involve the right stakeholders, and why iteration is key to building dashboards that drive real results. Whether you’r...

 In this episode of The Dashboard Effect , host Landon Oaks sits down with Azure Data Architect Mark Bender to discuss Blue Margin’s first internal leap into AI: Project Celeste .  Still in its early stages, Celeste is designed to boost developer and analyst productivity by using large language models to generate SQL queries from natural language prompts, without exposing sensitive data. Landon an...

Are you trying to decide between Microsoft Synapse and Microsoft Fabric for your data architecture? In this episode of The Dashboard Effect Podcast, we break down the key differences, pros, and cons of each platform to help you make the best decision for your data needs.  What You’ll Learn: ✅ The biggest limitations of Microsoft Fabric right now ✅ When Synapse is the better choice for large data...

Revenue seems like a simple metric—just add up the sales, right? Not so fast!  In this episode of The Dashboard Effect Podcast , Brick and Landon dive into the complexities of defining revenue. Every business calculates revenue differently, whether due to trade discounts, loyalty programs, rebates, or industry-specific rules. We explore why even CEOs, CFOs, and sales leaders might have different d...