Jon Thompson - Professional

Jon Thompson

Founder / Chief Strategy Officer

Jon Thompson

Speaker Profile

Jon Thompson, author of The Dashboard Effect, is co-founder and Chief Strategy Officer at Blue Margin, Inc. and has been an entrepreneur and business executive for the past 25 years. He and his brother, Brick Thompson, have founded several companies, including Vercuity, a data analytics firm that grew to over 500 employees and was backed by One Equity Partners. 

Blue Margin, founded in 2011, increases enterprise value for PE-backed companies by rapidly deploying data-intelligence systems at the forefront of technology. Clients include Partners Group, AEA, American Securities, CoolSys, Smart Care Equipment Solutions, Waterpik, and OtterBox. Our Managed Data Service puts growth plans into operation through easy access to real-time KPIs and produces faster sales at higher multiples. Learn more about our approach and philosophy through our book and weekly podcast. ​


Jon's Topics Include:
  • How to prepare portfolio companies to leverage generative AI analytics
  • How data lakes quickly integrate acquisitions and lay the foundation for generative AI analytics and ML tools
  • How data intelligence is an add-back investment and valuation enhancer at exit
  • How data visibility differentiates your company and shortens the sales process at exit
  • How BI accelerates your value creation plan
  • How data visibility aligns the board, PE firm, execs and employees
  • The Game of Work: using visibility to power healthy culture (which increases employee retention and performance)
  • How four common pitfalls keep companies from leveraging their data for growth and profitability (and how to avoid them)
  • Show and Tell with Dashboard Case Studies: data visibility's transformative impact in manufacturing, distribution, commercial services, private healthcare, finance, SaaS and/or legal industries)
  • Business Intelligence for Manufacturing/ Commercial Services/ Industrials/ Distribution/ Private Healthcare/ SaaS/ Finance/ Legal 
  • Scaling Up – How KPIs and job scorecards establish expectations and drive growth
  • Data's history and impact in private equity
  • How starting with your "why" (not your metrics) yields better business intelligence initiative outcomes
  • How to avoid technical debt (and why it matters)


Jon's Past Audiences Include:

Jon’s content was well received, meaningful, the delivery thoughtful and impactful, and the presentation time was perfect."

- Ron Auletta, Operating Partner/Board Director/CEO, IGP Partners

"Jon's presentation was compelling and entertaining. A must for business leaders who want to capitalize on the explosive growth of business intelligence."

- Stan Mork, President, Information Technology Alliance

Your presentation really hit the mark.  The message was right on and well presented.  Thank you for taking the time to do it right.

- Jeffrey Nagel, Operating Partner, AEA Investors

"Jon has a talent for explaining the link between data visibility and improving profitability and growth. From his presentation, I came away with a strong appreciation for the power of data and dashboards, and ideas about putting data to work to help our clients run their businesses better."

- Carter Freeman, VP, VCFO

"Using real-world examples, Jon brought to life the amazing potential of BI for financial executives. He was a highlight of our conference."

- Jon Daich, Director, Utah Society of CPAs

"As a consultant, I only recommend experts to my clients. Jon's presentation on business intelligence was high value – a feather in Savvy Consulting's hat."

- Doug Striker, CEO, Savvy Training and Consulting 

"Most webinars are long and unexciting. Jon's webinar on business intelligence was to the point, energetic, and well received by our clients. Finley & Cook is proud to partner with Blue Margin." 

- Lynne Matallana, Biz Dev Supervisor, Finley and Cook


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