Pulling financial data together sounds simple, until you’re dealing with 20+ acquired companies, multiple ERPs, and a reporting process held together by massive Excel files. In this episode of The Dashboard Effect, Brick Thompson sits down with Senior Account Executive Kate Eberle to walk through a real client example: a PE-backed, billion-dollar organization struggling to consolidate financial data across a highly fragmented system landscape. They break down what went wrong, why Excel stopped scaling, and how moving to a modern data platform eliminated weeks of manual FP&A work, while giving leaders faster, more actionable insight into the business.
