43 episodes

Conversations on data, analytics, and business intelligence (BI) with Brick Thompson, Jon Thompson, and Caleb Ochs.

The Dashboard Effect Brick Thompson, Jon Thompson, Caleb Ochs

    • Business
    • 5.0 • 3 Ratings

Conversations on data, analytics, and business intelligence (BI) with Brick Thompson, Jon Thompson, and Caleb Ochs.

    #43 - BI Project Scoping, with Anne Eisenach

    #43 - BI Project Scoping, with Anne Eisenach

    Click here to watch this episode on YouTube.

    In this first episode in a series on BI project management, Brick interviews Anne Eisenach, Senior Project Manager, to discuss the first critical steps in a BI project, strategic and tactical scoping. If you get these right, you set yourself up for a smooth BI project, delivering on the desired ROI and goals, and staying in sync with the key stakeholders.

    Blue Margin helps private equity owned and mid-market companies organize their data into dashboards to execute on strategy 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.
    #PE #privateequity #alpha  #BI #valuation #multiples #irr #businessintelligence #reporting #dashboard #datawarehouse #datalake

    • 19 min
    #42 - Tecum Capital Interview: How Private Equity Can Leverage Data Across Industrials for Higher Returns

    #42 - Tecum Capital Interview: How Private Equity Can Leverage Data Across Industrials for Higher Returns

    Click here to view this episode on YouTube.

    In today's podcast, Jon interviews Sean Edmonson of Tecum Capital Partners (private equity) as part of our ongoing Expert Insight Series. They discuss the value of data and the premium Tecum puts on having good BI to drive portfolio company success. They also discuss Tecum's approach to investing and what the current climate might mean for them and others in PE.

    Blue Margin helps private equity owned and mid-market companies organize their data into dashboards to execute on strategy 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.
    #PE #privateequity #expertinsightseries  #valuation #multiples #BI #businessintelligence #reporting #KPI #dashboard #datawarehouse 

    • 44 min
    #41 - How to Hire a Good BI Visualization Engineer

    #41 - How to Hire a Good BI Visualization Engineer

    Click here to view this episode on YouTube.

    Brick and Caleb discuss considerations for when you're hiring a BI visualization engineer. It can be tricky to hire the right one, and they offer some tips on things to look (and look out) for.

    Here are some of the tools we use to drive discussions and assess technical ability for potential visualization engineer hires:
    Client Facing Requirements GatheringWide World Importers RequirementsViz Assessment QuestionsViz Assessment - Potential AnswersSample pbix file to assign tasks and assess technical skill with Power BIBlue Margin helps private equity owned and mid-market companies organize their data into dashboards to execute on strategy 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.
    #visualization #biengineer #bideveloper #hiring #powerbi #ETL #businessintelligence #reporting #BI #dashboard #datawarehouse

    • 13 min
    #40 - Using BI to Find Alpha in Private Equity, with Greg Brown

    #40 - Using BI to Find Alpha in Private Equity, with Greg Brown

    Brick and Greg discuss how good BI can help private equity firms to find and generate alpha in their portfolio company investments.

    Blue Margin helps private equity owned and mid-market companies organize their data into dashboards to execute on strategy 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.
    #PE #privateequity #alpha  #BI #valuation #multiples #irr #businessintelligence #reporting #dashboard #datawarehouse #datalake

    • 16 min
    #39 - Azure Synapse Analytics - What the Heck is It?

    #39 - Azure Synapse Analytics - What the Heck is It?

    Brick and Caleb discuss the Microsoft Azure Synapse Analytics service. They cover the parts of it most likely to be used for doing good BI, and touch on why it's a good choice over patching together several unrelated tools.

    Blue Margin helps private equity owned and mid-market companies organize their data into dashboards to execute on strategy 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.
    #Microsoft #Synapse #Azure #datalake #ETL #businessintelligence #reporting #BI #dashboard #datawarehouse

    • 14 min
    #38 - You CAN Herd Cats - Get to Your Data Faster with a Lake(house)

    #38 - You CAN Herd Cats - Get to Your Data Faster with a Lake(house)

    Brick and Caleb discuss the challenge of consolidated reporting, especially from recent mergers or acquisitions, and how using a data lake can bring quick reporting and analysis wins. They also discuss how using a data lake can ease the process of merging subsidiaries onto a central ERP (or CRM, etc.) system.

    Blue Margin helps private equity owned and mid-market companies organize their data into dashboards to execute on strategy 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.
    #datalake #datalakehouse #ETL #consolidation #integration #businessintelligence #datamodeling #reporting #BI #dashboard #datawarehouse #ETL 

    • 13 min

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Love the episode with Sarah Martinez! Always enjoy when the episodes come in.