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.

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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 and key considerations for tracking performance across the organization.

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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, and drive lasting engagement with your dashboards.

Need help getting your dashboards adopted? Visit us at https://bluemargin.com