Resource Library

 

Explore our case studies, white papers, articles, videos, and podcast episodes. 

 

In each of our resources, we explore the power of business intelligence and dashboards to transform your company through data visibility and team accountability. 

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3 Mistakes Good Leaders Make

an article

3 Unexpected KPIs That Drive Manufacturing Success

an article

Adam Coffey and The Exit Strategy Playbook

video interview

Adam Coffey and the Private Equity Playbook

an article

Adam Coffey

Interview Transcript

Almo Corporation

Distribution Case Study

Adam Coffey and The Exit Strategy Playbook

an article

Best Practices for Data Warehouse Architecture

white paper

Carter Freeman: The Strategic CFO and Using Data to Tell the Story

an article

Colorado Oil & Gas

Oil & Gas Case Study

CoolSys

Commercial Services Case Study

Dashboard Design to Ensure Adoption

white paper

Data Intelligence in Private Equity

an article

Data Intelligence for Manufacturing

Video Case Study

Data Lake vs. Data Warehouse

white paper

Data Warehouse Best Practices

white paper

Data Visibility and the PE-Backed Executive

podcast

Deloitte 2020 Manufacturing Outlook

An Industry Report

DLP Property Management

Case Study

Elgin Fasteners

Manufacturing Case Study

Finding Success Despite Market Force Disruptions

an article

The Forrester Wave™

An Industry Report

Data Wins Championships [The Mahomes Factor]

an article

Gartner: "Magic Quadrant"

An Industry Report

The Guidance Center

Healthcare Case Study

Guardian Healthcare

Healthcare Case Study

Guidelines for Data Readiness

white paper

Guidelines for Data Validation

white paper

Healthcare HQ™ Trendwatch

an article

How to Assess Acquisition Value Through Data Diligence

an article

Initech

Case Study

Interview with Adam Coffey

podcast

Jill Belconis on Scaling Business with Clarity and (Data) Alignment

an article

Jon Thompson on Data Intelligence for Mid-Market Industry

video podcast

Microsoft Power BI Premium

white paper

Power BI Case Studies for Private Equity

white paper

Smart Care Equipment Solutions

Commercial Services Case Study

Titan Construction

Case Study

QuickStart Data Roadmap and Pilot Project Guide

Microsoft Power BI

an article

BI Is Not the Same as an ERP Implementation

podcast

Three Unexpected KPIs that Drive Manufacturing Success

narrated article

The Hidden Bazinga of Dirty Data

an article

Why Power BI?

narrated article

3 Mistakes Good Leaders Make

narrated article

Visibility & Manager vs Mentor Tug-of-war in Private Equity

narrated article

When Business Changes Break Your Reporting

podcast

The Private Equity Advantage

narrated article

Make Your Meetings Matter

narrated article

How to Predict the Future

narrated article

How to Succeed with BI: Defining the Impact

podcast

How to Succeed with BI: Aligning on Metrics

podcast

How to Succeed with BI: External Partner or Internal Team?

podcast

How to Succeed with BI: Types of Data Sources and Data Integration

podcast

How to Quickly Get BI Wins

podcast

The Hidden Bazinga of Dirty Data

narrated article

Healthcare HQ™ Trendwatch

narrated article

Hail to the Bean Counters

narrated article

Data Wins Championships

narrated article

Adam Coffey and The Private Equity Playbook

narrated article

Do You Really Need a Data Warehouse?

podcast

Performing Data Diligence

podcast

Why Power BI (vs. Tableau, Qlik, etc.)?

podcast

Data Warehouses - Why the Bad Rap?

podcast

Who Should Own BI in Your Company?

podcast

Why Spend Time on Report Design and Wireframing?

podcast

Interview with Jill Belconis, Strategic Business Coach

podcast

Jon Thompson on The Power of Visibility for Financial Executives

webinar

Why We Moved to Fixed-Price Billing

podcast

The Tide is Changing: Use BI to Capitalize on Uncertainty

an article

Leaders Who Lead: 3 Principles (enabled by data) for Successful PE Investing

an article

Dashboard Design to Ensure Adoption

an article

Data Lake vs. Data Warehouse

an article

Data Warehouse Essentials for Dashboard Reporting in PE-backed Companies

an article

Artificial Intelligence - Stop Tripping Over Dollars to Pick Up Dimes

an article

Power BI vs Excel

an article

What is Business Intelligence for Private Equity?

an article

The Dashboard Effect: Data Transparency

an article

6 Strategies for Using Data in Supply Chain Management

an article

Private Equity Advantage: Data Intelligence Strategies You Can Steal

an article

How Can PE Firms Differentiate Through Digital Transformation?

an article

3 Business Intelligence Trends Every Manufacturer Needs to Know

an article

Why Data Initiatives Fail at Law Firms

an article

How Data Optimization Increases Distribution Performance

an article

This is a title

sub title

3 Trends in Legal Data Intelligence

an article

The Dashboard Effect: How to Develop New Initiatives Free From Bias

an article

Yes, Healthcare Employees Keep Score

an article

3 Ways to Automate Employee Motivation & Productivity With Dashboards

an article

How to Use a Scoreboard to Drive Success

an article

Why You Should Take Advantage of Power BI for Your Commercial Services Company

an article

Why Data Intelligence is THE Critical Path to Growth for Business

an article

How to Effectively Manage a BI Project

podcast

Using BI to Drive Accountability

podcast

How to Budget for a BI Project

podcast

When Not to Use a Data Warehouse

podcast

The Pros and Cons of Low or No Code ETL Tools

podcast

How Not to Build a Dashboard

podcast

Azure and Power BI: A Match Made in BI Heaven

podcast

Power BI Dashboards Drive Accountability in Commercial Services

article

Tactical BI for CFOs: a Blue Margin Webinar

article

Starting a BI Initiative? Choose Agile Over Waterfall

article

The Quick Path to Winning with Data and Dashboards

article

Improving Machine and Labor Utilization with Power BI Dashboards

article

Succeed with BI: Manage Data Sources, Integration, and Redundancy

article

Interview with Jill Belconis

video interview

The Downsides of Manual Reporting

podcast

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We wrote the book on it.

 

The Dashboard Effect

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.

Here's a full, downloadable copy.

Read The Dashboard Effect

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