Episodios

  • Inside Microsoft Build: The Rise of AI Agents
    Jun 19 2025

    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 technology forward, this episode is your insider look at the future of business automation.

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    9 m
  • Breaking Down the Latest Fabric Updates from Microsoft Build
    Jun 5 2025

    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're already working in Fabric or planning your move from Synapse, this breakdown will help you understand what’s here, what’s coming, and what to watch out for.

    Learn more about how Blue Margin helps companies turn data into growth: https://www.bluemargin.com

    Like this video if you found it helpful
    Subscribe for more insights on Microsoft Fabric, Power BI, and data strategy

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    12 m
  • Why Private Equity Needs Its Own Data Lakehouse | PE Analytics & AI Readiness
    May 22 2025

    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.

    Subscribe for more insights on data strategy, business intelligence, and private equity performance.

    Want to learn how Blue Margin partners with PE firms?
    Visit https://bluemargin.com to demo our PE Power BI Dashboards


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    18 m
  • 5 Key Metrics for Middle Market Companies
    May 8 2025

    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.

    Don't forget to like, comment, and subscribe for more insights on data-driven business strategies.

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    10 m
  • If You Build It, Will They Use It? Culture’s Role in BI Success
    Apr 17 2025

    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

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    10 m
  • Vanity Isn’t Strategy: Smarter Metrics for Smarter Teams
    Apr 10 2025

    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’re building your first dashboard or refining a mature BI strategy, this episode will help you shift from data that decorates to data that delivers.

    Learn how Blue Margin helps companies turn data into a strategic asset: bluemargin.com

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    9 m
  • Safe, Smart, and Internal: Our Experimental Leap with AI
    Mar 27 2025

    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 and Mark unpack how Celeste works, what makes it different from traditional AI chatbots, and how it's poised to change the way Blue Margin teams approach unfamiliar data systems like NetSuite.

    Whether you're an AI enthusiast or a data professional, this behind-the-scenes look offers insight into the future of analytics at Blue Margin.

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    7 m
  • The Future of Microsoft Fabric: Will It Replace Synapse?
    Mar 13 2025

    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 sets
    ✅ How Microsoft is evolving Fabric to compete with Synapse
    ✅ Real-world experiences from working with both platforms
    ✅ Key factors to consider when choosing between Fabric and Synapse

    Don't forget to like, comment, and subscribe for more data-driven insights!

    Have experience with Microsoft Fabric or Synapse? Drop your thoughts in the comments! We’d love to hear from you.

    Blue Margin increases enterprise value for PE-backed, mid-market companies by building and managing their data platforms. Our strategy, proven with over 250 companies to-date, expands multiples through data transformation, as presented in our book, The Dashboard Effect. (For a free, downloadable copy click https://bit.ly/3RmBGWQ, or buy a hardcopy or Kindle version on Amazon (https://amzn.to/3UTvTLm).)

    Get more episodes of The Dashboard Effect podcast on your favorite podcast app or at https://podcast.thedashboardeffect.com/

    Visit Blue Margin's library of additional BI resources here: https://bit.ly/3fwNmcg

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    9 m