The Dashboard Effect Brick Thompson, Jon Thompson, Caleb Ochs
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- Business
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NEW EPISODES EVERY WEDNESDAY!!!Conversations on data analytics, business intelligence, and data driven practices for private equity and the mid-market. "The Dashboard Effect" is a podcast is hosted by us, Brick Thompson and Caleb Ochs, with insights on the crucial intersection of data analytics, business intelligence, and data-driven practices for the private equity portfolio companies and the mid-market sector. Our discussions cover real-world applications of data analytics, offering practical advice and insights to listeners. Topics might range from how to effectively set up and use business intelligence tools, to interpreting complex data for strategic decision-making. We are data nerds who know a lot about Power BI, Azure, Fabric, Generative AI and we can't wait to share it with you! Learn More: BlueMargin.com
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Blueprints for Building an Internal BI Team
(This episode is a re-release, but the content is still just as relevant as it was the first time around!) Brick and Caleb discuss the complexities of building an in-house BI department. In addition to sharing their firsthand experience and insight from years of supporting mid-market companies, the duo discusses the potential benefits and pitfalls of moving from relying on external BI vendors to establishing internal teams. They explore why companies might want to bring these capabilities in-house despite the challenges and offer practical steps and advice for those considering this shift. Tune in to learn about the hiring hierarchy within a BI team, cost implications, and how to foster an environment where a newly formed BI team can thrive.
Watch this episode on our YouTube channel.
Blue Margin increases enterprise value for PE-backed, mid-market companies by serving as their fractional data team. We advise on, build, and manage data platforms. Our strategy, proven with over 300 companies to-date, expands multiples through data transformation, as presented in our book, The Dashboard Effect.
Subscribe here to get more episodes of The Dashboard Effect podcast on your favorite podcast app.
Visit Blue Margin's library of additional BI resources. -
How to Use Leading and Lagging Metrics for Better Business Agility
Brick and guest co-host Greg Brown explore the dynamic between leading and lagging indicators in BI reporting. They share challenges and strategies for integrating these metrics to enhance operational efficiency and financial performance. Greg shares anecdotes from his operations background to emphasize the need for timely and actionable data to adjust behavior before it's too late.
Watch this episode on our YouTube channel.
Blue Margin increases enterprise value for PE-backed, mid-market companies by serving as their fractional data team. We advise on, build, and manage data platforms. Our strategy, proven with over 300 companies to-date, expands multiples through data transformation, as presented in our book, The Dashboard Effect.
Subscribe here to get more episodes of The Dashboard Effect podcast on your favorite podcast app.
Visit Blue Margin's library of additional BI resources. -
Behind the Scenes in Power BI: Tips to Streamline Data Modeling
This week, Brick and Caleb get a bit technical and discuss how to improve Power BI report performance through effective semantic modeling and minimizing data transformation with Power BI. They unpack the challenges of managing data transformations directly within Power BI and highlight the advantages of using serverless SQL views instead. Their insights will help Power BI report developers avoid common pitfalls, streamline data processing, and improve Power BI report performance.
Jump to a Section:
0:40 How Blue Margin approaches semantic modeling with serverless SQL views
1:45 Power BI is not an ETL tool, so use SQL instead
2:34 How tight does governance around semantic models need to be?
5:23 What is the optimal level of complexity for a semantic model?
Watch this episode on our YouTube channel.
Blue Margin increases enterprise value for PE-backed, mid-market companies by serving as their fractional data team. We advise on, build, and manage data platforms. Our strategy, proven with over 300 companies to-date, expands multiples through data transformation, as presented in our book, The Dashboard Effect.
Subscribe here to get more episodes of The Dashboard Effect podcast on your favorite podcast app.
Visit Blue Margin's library of additional BI resources. -
How to Democratize Data and Avoid the Chaos of Data Sprawl
Brick and Caleb explore the balance between empowering analysts with data access and the governance required to prevent data sprawl and maintain integrity and consistency across reports. They provide strategies for enabling departments to independently use data for their own insights and how to use a centralized data team to review, refine, and distribute only the best individual reports to be used by the entire company.
Watch this episode on our YouTube channel.
Blue Margin increases enterprise value for PE-backed, mid-market companies by serving as their fractional data team. We advise on, build, and manage data platforms. Our strategy, proven with over 300 companies to-date, expands multiples through data transformation, as presented in our book, The Dashboard Effect.
Subscribe here to get more episodes of The Dashboard Effect podcast on your favorite podcast app.
Visit Blue Margin's library of additional BI resources. -
The Human Side of AI Readiness - How to Prepare Your Team and Business Logic
In a continuation of their AI-readiness discussion, Brick and Caleb outline the importance of the human element in preparing for generative AI analytics. They share strategies for ensuring that your company's culture is ready to harness the power of AI, from how to start improving data literacy to defining clear and consistent business logic.
Click here to watch this episode on our YouTube channel.
Blue Margin increases enterprise value for PE-backed, mid-market companies by serving as their fractional data team. We advise on, build, and manage data platforms. Our strategy, proven with over 300 companies to-date, expands multiples through data transformation, as presented in our book, The Dashboard Effect.
Subscribe here to get more episodes of The Dashboard Effect podcast on your favorite podcast app.
Visit Blue Margin's library of additional BI resources. -
Laying the Groundwork for Gen AI in Business Analytics
Brick and Caleb explore the steps businesses must take to prepare their data for the inevitable integration of generative AI analytics. They use this episode to explain the "why" behind data consolidation and semantic layers.
What you'll learn:
Why consolidating your data is the first step for AI-readinessThe challenges and solutions for dealing with data from disparate sourcesThe importance of a semantic layer in making data accessible for AI and business usersWhy you should take an agile approach when developing data infrastructureClick here to watch this episode on our YouTube channel.
Blue Margin increases enterprise value for PE-backed, mid-market companies by serving as their fractional data team. We advise on, build, and manage data platforms. Our strategy, proven with over 300 companies to-date, expands multiples through data transformation, as presented in our book, The Dashboard Effect.
Subscribe here to get more episodes of The Dashboard Effect podcast on your favorite podcast app.
Visit Blue Margin's library of additional BI resources.
Customer Reviews
Great (and funny) show on BI
Proof that serious and important business topics can also generate laughs in the right hands. Nice work and thanks for putting it out there.
Understanding data applications
Dashboard Effect gets me to think about using data in ways I have not considered. Data/BI/metrics are discussed and explained in ways that I, a non tech savvy business owner can understand.
BI Experts
These guys have tons of experience in business intelligence and analytics, and it shows. As a business leader, I appreciate listening to their candid convos about their lessons and mistakes they’ve learned along the way. Some episodes are more technical and some are more business/ big picture. I enjoy listening.