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

      interview highlights

      What to Look for When Hiring a Power BI Consultant

      podcast

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

      podcast

      Using BI to Optimize Hiring

      podcast

      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

      Tenex Capital: BI Strategies for PE Portco Acceleration

      podcast

      Data Warehouse vs. Data Lake

      podcast

      The Foundation for Digital Transformation Growth Strategies

      an article

      BI Project Execution

      podcast

      Data Transformation and Change Management

      an article

      Is Snowflake Your Data Warehouse Nirvana?

      podcast

      Data-Driven Change Management

      an article

      Change Management with Dain Johnson of Rev 0 Consulting

      podcast

      Change Management and the Power of Data for Distributed Decision Making

      interview highlights

      PM Series: BI Project Initiation

      podcast

      Don't Drown in a Waterfall

      podcast

      PM Series: Resource Planning

      podcast

      How to Become a Data-Driven Organization

      an article

      Interview with Andy Thompson, Notch Partners

      video interview

      How to Build an Effective Power BI Dashboard

      an article

      How to Fire Your BI Vender

      podcast

      Pitfalls of Manual Excel Reporting

      an article

      Tecum Capital Partners Interview

      interview highlights

      Interview with CTO Andy Scott

      video interview

      PM Series: How to Scope BI Projects

      podcast

      Using BI to Create Accountability and a Healthy Culture

      an article

      Tecum Capital Partners Interview

      podcast

      Who is Your Data Mobilizer?

      an article

      How to Hire a Good BI Visualization Engineer

      podcast

      Using BI to Find Alpha in Private Equity

      podcast

      Azure Synapse Analytics - What the Heck is It?

      podcast

      Successful Dashboards: How Wireframing Saves Time and Delivers Results

      an article

      You CAN Herd Cats - Get to Your Data Faster with a Lake(house)

      podcast

      Data and the Art of Exploiting Headwinds

      an article

      Time Intelligence

      podcast

      Leveraging Data and Curating a Large Pool of Executives for the Right Deal, at the Right Time

      podcast

      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

      The Brontosaurus and the Root of All (Business) Problems

      podcast

      The Age Old BI Challenge

      podcast

      BI Metrics for the Legal Industry

      podcast

      Horse Before the Cart - Start With the Reporting Need

      podcast

      Data Visibility and the PE-Backed Executive

      an article

      Data Driven vs. Non-Data Driven Companies, Interview with Andy Scott, CTO

      podcast

      Why Not Use Alteryx Every Time?

      podcast

      Andy Scott, CTO, on Data Transformation at Hydromax USA

      interview highlights

      Top Shelf Business Intelligence

      podcast

      Mid-Market BI, Just the Right Size

      podcast

      Found One Million Dollars of Missing Invoicing Thanks to BI

      podcast

      2 Essential Ingredients of Successful Data Projects

      an article

      Why Data Intelligence is THE Critical Path to Growth for Business

      an article

      Data Visibility and the PE-Backed Executive

      podcast

      Snickers Bars and Master Data Management

      podcast

      The Downsides of Manual Reporting

      podcast

      The Tide is Changing: Use BI to Capitalize on Uncertainty

      an article

      Azure and Power BI: A Match Made in BI Heaven

      podcast

      How Not to Build a Dashboard

      podcast

      The Pros and Cons of Low or No Code ETL Tools

      podcast

      When Not to Use a Data Warehouse

      podcast

      How to Budget for a BI Project

      podcast

      How to Use a Scoreboard to Drive Success

      an article

      Data Warehouses - Why the Bad Rap?

      podcast

      Using BI to Drive Accountability

      podcast

      Power BI Dashboards Drive Accountability in Commercial Services

      an article

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

      podcast

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

      an article

      Jill Belconis

      video interview

      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

      How to Effectively Manage a BI Project

      podcast

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

      podcast

      Why Spend Time on Report Design and Wireframing?

      podcast

      How to Succeed with BI: Defining the Impact

      podcast

      How to Succeed with BI: Aligning on Metrics

      podcast

      BI Is Not the Same as an ERP Implementation

      podcast

      Starting a BI Initiative? Choose Agile Over Waterfall

      an article

      Who Should Own BI in Your Company?

      podcast

      Tactical BI for CFOs: a Blue Margin Webinar

      an article

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

      podcast

      When Business Changes Break Your Reporting

      podcast

      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

      Performing Data Diligence

      podcast

      Why We Moved to Fixed-Price Billing

      podcast

      Adam Coffey and The Exit Strategy Playbook

      video interview

      Adam Coffey and The Exit Strategy Playbook

      interview highlights

      Do You Really Need a Data Warehouse?

      podcast

      Adam Coffey and the Private Equity Playbook

      an article

      Adam Coffey

      Interview Transcript

      How to Assess Acquisition Value Through Data Diligence

      an article

      How to Quickly Get BI Wins

      podcast

      Almo Corporation

      Distribution Case Study

      Best Practices for Data Warehouse Architecture

      white paper

      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

      Interview with Jill Belconis, Strategic Business Coach

      podcast

      Data Lake vs. Data Warehouse

      white paper

      Tecum Capital Partners

      video interview

      Data Warehouse Best Practices

      white paper

      The Private Equity Advantage

      podcast

      Deloitte 2020 Manufacturing Outlook

      An Industry Report

      DLP Property Management

      Case Study

      Elgin Fasteners

      Manufacturing Case Study

      Gartner: "Magic Quadrant"

      An Industry Report

      The Guidance Center

      Healthcare Case Study

      Guardian Healthcare

      Healthcare Case Study

      Guidelines for Data Readiness

      white paper

      The Forrester Wave™

      An Industry Report

      Guidelines for Data Validation

      white paper

      Dain Johnson, Rev 0 Consulting

      video interview

      Healthcare HQ™ Trendwatch

      an article

      Initech

      Case Study

      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

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

      podcast

      3 Mistakes Good Leaders Make

      an article

      3 Unexpected KPIs That Drive Manufacturing Success

      an article

      Data Wins Championships [The Mahomes Factor]

      an article

      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

      Why Power BI?

      podcast

      3 Mistakes Good Leaders Make

      podcast

      Make Your Meetings Matter

      podcast

      How to Predict the Future

      podcast

      The Hidden Bazinga of Dirty Data

      podcast

      Healthcare HQ™ Trendwatch

      podcast

      Hail to the Bean Counters

      podcast

      Data Wins Championships

      podcast

      Adam Coffey and The Private Equity Playbook

      podcast

      Jon Thompson on The Power of Visibility for Financial Executives

      webinar

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

      an article

      Project Resource Planning

      podcast

      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

      3 Trends in Legal Data Intelligence

      an article

      Hydromax USA

      Industrials Case Study

      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

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

      an article

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      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.

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