Resource Library

 

Explore our Expert Insights Series interviews, case studies, white papers, articles, and videos. 

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

      How Leading Manufacturers Use Data to Strengthen Customer Loyalty

      an article

      How Leading Manufacturers Use Data to Resolve Production Bottlenecks

      an article

      From Data Chaos to Manufacturing Clarity

      Manufacturing Case Study

      Private Equity Has Achieved Formula One Status, But Their Car Sucks.

      an article

      How Data Helps You Survive in Private Equity's New Era

      an article

      Bridging Data & Leadership: Advice on Bold Execution for Midmarket CEOs

      interview highlights

      Managed Data Service: A Turnkey, Fractional Approach to Data Management

      white paper

      M&A Science: Data's Role in M&A Success

      interview highlights

      Azure's New Threads: What is Microsoft Fabric?

      an article

      Unlock Market Potential: B2B Mid-Market Growth Strategies with BlueByrd

      interview highlights

      The Advantages of a Fractional Data Team for Mid-Market Companies

      an article

      How a Modern Data Platform Supports Buy-and-Build in Private Equity

      an article

      How the Mid-Market is Fast-Tracking Data Integration with Data Lakes

      an article

      A Middle Market Playbook for Strategic Data Management

      a guide

      Private Equity Strategy: Is Your Portfolio Ready for Generative AI?

      an article

      SimonMed: How Data Insight Improves Performance for PE-Backed Healthcare

      interview highlights

      Nestell & Associates: ERP Digital Transformation for Private Equity

      interview highlights

      How to Assess the Impact and ROI of Data Projects

      a guide

      Chronograph and Blue Margin Announce Partnership

      press release

      How ParkerGale Supports Portfolio Growth with a Sales Metrics Playbook

      interview highlights

      CIO Insights on Data Monetization, Data Lakes, and AI

      interview highlights

      Middle Market Methods' Value Creation Roadmap™ for Private Equity

      interview highlights

      In the Age of AI, You Need a Data Lake(house) in the First 100 Days

      an article

      Private Equity's Late Adoption of Data-Driven Practices

      interview highlights

      Inventory Velocity

      Distribution Case Study

      Operational Excellence for Manufacturing

      Manufacturing Case Studies

      Interview with Middle Market Methods

      video interview

      Value Creation with BI and Human Centered Design

      interview highlights

      BI Projects Drive Financial Transformation

      interview highlights

      Data: A Powerful Change Agent, with Anthony Algmin

      interview highlights

      One Rock Capital: Top Line Growth Strategies

      interview highlights

      2023 BI Strategies: Top Insights from PE and Mid-Market Executives

      an article

      Power ON: Extract More Value from Your Power BI Data

      interview highlights

      Trace3's VP of IT: Accelerate Value Creation with a Company OKR Scorecard

      interview highlights

      OKR Dashboards Accelerate the Value Creation Plan (a Case Study)

      an article

      How to Get the Right Data, to the Right People, at the Right Time

      an article

      Industrial Growth Partners: Leveraging Data Throughout the Investment Lifecycle

      interview highlights

      Forbes' "Grandfather of Gamification": Data Creates a Culture of Growth

      interview highlights

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

      an article

      What to Look for When Hiring a Power BI Consultant

      an article

      How Leading Law Firms Track WIP, Client/Matter Performance, and DEI

      an article

      Tenex Capital: How Private Equity Uses Data to Improve Portfolio Operations

      interview highlights

      Distribution Turns to Data to Increase Profits and Recover Rebates

      an article

      How Private Equity Uses Data-Driven Insights to Generate Alpha

      an article

      The Foundation for Digital Transformation Growth Strategies

      an article

      Data Transformation and Change Management

      an article

      Data-Driven Change Management

      an article

      Change Management and the Power of Data for Distributed Decision Making

      interview highlights

      How to Become a Data-Driven Organization

      an article

      How to Build an Effective Power BI Dashboard

      an article

      Pitfalls of Manual Excel Reporting

      an article

      Tecum Capital Partners Interview

      interview highlights

      Using BI to Create Accountability and a Healthy Culture

      an article

      Who is Your Data Mobilizer?

      an article

      Successful Dashboards: How Wireframing Saves Time and Delivers Results

      an article

      Data and the Art of Exploiting Headwinds

      an article

      Notch Partners: Finding Executives for the Right Deal, at the Right Time

      interview highlights

      Using BI to Adapt to Market Forces, Improve Utilization, and Increase Profitability

      an article

      When to Use an External BI Consultant

      an article

      Data Visibility and the PE-Backed Executive

      an article

      Andy Scott, CTO, on Data Transformation at Hydromax USA

      interview highlights

      2 Essential Ingredients of Successful Data Projects

      an article

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

      an article

      Why Data Intelligence is THE Critical Path to Growth for Business

      an article

      The Tide is Changing: Use BI to Capitalize on Uncertainty

      an article

      How to Use a Scoreboard to Drive Success

      an article

      Power BI Dashboards Drive Accountability in Commercial Services

      an article

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

      an article

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

      interview highlights

      Improving Machine and Labor Utilization with Power BI Dashboards

      an article

      The Quick Path to Winning with Data and Dashboards

      an article

      Starting a BI Initiative? Choose Agile Over Waterfall

      an article

      Tactical BI for CFOs: a Blue Margin Webinar

      an article

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

      interview highlights

      Finding Success Despite Market Force Disruptions

      an article

      Interview with Adam Coffey

      podcast

      Adam Coffey and the Private Equity Playbook

      an article

      How to Assess Acquisition Value Through Data Diligence

      an article

      Almo Corporation

      Distribution Case Study

      Data Lake vs. Data Lakehouse vs. Data Warehouse

      white paper

      Power BI Case Studies for Private Equity Companies

      white paper

      Dashboard Design to Ensure Adoption

      white paper

      Best Practices for Data Warehouse Architecture

      white paper

      Colorado Oil & Gas

      Oil & Gas Case Study

      CoolSys

      Commercial Services Case Study

      Data Intelligence in Private Equity

      an article

      Interview with Jill Belconis, Strategic Business Coach

      podcast

      3 Ways to Automate Employee Motivation & Productivity With Dashboards

      an article

      Deloitte 2020 Manufacturing Outlook

      An Industry Report

      Elgin Fasteners

      Manufacturing Case Study

      Gartner: "Magic Quadrant"

      An Industry Report

      The Guidance Center

      Healthcare Case Study

      Yes, Healthcare Employees Keep Score

      an article

      Guardian Healthcare

      Healthcare Case Study

      The Forrester Wave™

      An Industry Report

      Guidelines for Data Validation

      white paper

      Healthcare HQ™ Trendwatch

      an article

      Trace3

      Technology Services Case Study

      Hydromax USA

      Industrials Case Study

      Initech

      Case Study

      IT Services Firm

      Case Study

      Smart Care Equipment Solutions

      Commercial Services Case Study

      3 Mistakes Good Leaders Make

      an article

      3 Unexpected KPIs That Drive Manufacturing Success

      an article

      Data Wins Championships [The Mahomes Factor]

      an article

      DLP Property Management

      Case Study

      SimonMed Imaging

      Healthcare Case Study

      Titan Construction

      Case Study

      QuickStart Data Roadmap and Pilot Project Guide

      Microsoft Power BI

      an article

      Three Unexpected KPIs that Drive Manufacturing Success

      podcast

      The Hidden Bazinga of Dirty Data

      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

      3 Trends in Legal Data Intelligence

      an article

      How Data Optimization Increases Distribution Performance

      an article

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      The Dashboard Effect

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      Here's a full, downloadable copy.

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