Rapid Reporting for Private Equity and Midmarket Firms With a Mandate to Scale Quickly

We replace manual, Excel reporting with real-time Power BI dashboards that put growth plans into action through organizational alignment and accountability.

Not having insight into your business metrics creates frustration, lost sleep, and lost dollars. We deliver data visibility so you can focus on strategy and execution.

Blue Margin is a leading business intelligence firm and Microsoft Gold Partner dedicated to solving your most urgent problems with Power BI and Azure.

We specialize in distribution, manufacturing, commercial services, private healthcare, and SaaS.

Stop Reacting | Start Knowing

3 steps to KPI dashboards that keep your entire team accountable to the value creation plan

Step 1

30-Minute advisory call

ID obstacles, opportunities for growth in the next 90 days

Assess budget, timing, and ROI

Step 2

60-Minute requirements meeting

Target users, metrics, decisions/actions to improve outcomes

Fast-turnaround scope & proposal

Step 3

Rapid delivery - 3 weeks

Connect to source system, structure data

Deploy reporting to drive accountability on key metrics

Elgin Fasteners

Data Visibility in Manufacturing

Discover how we deployed Power BI dashboard reporting that provided total visibility into Backlog Sales Projections, On-Time Delivery, and Inventory.

"I really like the way Blue Margin methodically approached the project. You always focused on how your work would meet our business needs."

Jim Pastor, VP of Information Systems

Read the Case Study

Smart Care Equipment Solutions

Technician Utilization Reporting

Learn how we helped Smart Care Equipment Solutions improve technician utilization using Power BI reporting.

“It took our utilization up from 68% to 72% inside of a year without system re-engineering, just by creating visibility and awareness.”

Christopher Buschmann, CIO

Read the Case Study

Coolsys

Azure data warehousing and Power BI reporting helped increase operating margins and reduce employee turnover

See how BI development helped a complex operation improve their service call times and employee productivity.

“Our data insight is the cornerstone to our growth, helping us increase operating margins 4-5% and reduce turnover by 52%.”

Michelle Nares, Director of Operations

Read the Case Study

For all of us in the management team, we truly believe Blue Margin has been instrumental not only to the success of this project, but to the success of Almo.

Scott Landsberg | Director of FP&A, Almo

We wrote the book on it.

Mobilizing your data will transform your company.

Written by our founders, this book details how business intelligence and effective reporting can be powerful tools for growth and profitability while also supporting a culture of accountability, transparency, and job ownership.

Download an e-reader or audio copy now.

If you'd like a hard copy let us know, or order here on Amazon.

Practical INSIGHTS from our team

using your data to solve problems

visit our resource library

Healthcare Trendwatch

Learn the latest in HealthCare trends as we show you the 3 key trends Healthcare HQ™ is watching right now.

15 min read

Pitfalls of Manual Excel Reporting

Sep 29, 2022 by Jon Thompson and Suzanne Rains

“Implementing business intelligence and automated reporting is the ultimate low-hanging fruit to transform...

23 min read

Using BI to Create Accountability and a Healthy Culture

Sep 26, 2022 by Suzanne Rains

“I've seen companies go from poor transparency and not very good accountability to a culture where everybody...

24 min read

Who is Your Data Mobilizer?

Sep 22, 2022 by Jon Thompson

“I’m looking for a company’s ‘data mobilizer’...that individual with buy-in from the top, who understands...

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