For Mid-Market Private Equity, Data Intelligence Impacts Valuation - AVOID These Two Mistakes

"If you want to motivate employees, stop following your instincts and adopt a data-driven approach." - Harvard Business Review

Data is trending, and while deal teams increasingly give lip service to the importance of data-driven operations, their tactics often miss the mark.  Of the hundreds of companies we've consulted for, nearly all default to Excel spreadsheets, PowerPoints, and PDFs to promote data intelligence.  

For Mid-Market Private Equity, Align Deal Teams and Executive Teams with Company Scorecards

"Transparency is not just a buzzword; it may be a necessity for business survival in the 21st century." - Glassdoor

Successful execution is what matters most, even if the model has been around for decades. Airbnb wasn’t the first clearinghouse for C2C home rentals, but its execution was unprecedented.  Excite, Yahoo, and Ask Jeeves came first, but none delivered as successfully as Google.

For Mid-Market Private Equity, Data Intelligence is THE Critical Path to Growth

“If you want to improve the quality of performance in any area, improve or increase the frequency of the feedback.” — Charles Coonradt, The Game of Work

Managing a portfolio of companies can feel more like controlled chaos than strategic execution. Rather than spending time on key partnerships, hires, and acquisitions, deal teams are often consumed chasing down performance data in an effort to understand what's happening on the ground. Why? Because manually harnessing data is often a herculean task that interferes with daily operations.

For Private Equity, Data Chaos = Value Depletion

Middle market private equity firms share a common denominator: their portfolio companies rely on a menagerie of software platforms to manage finances, sales, locations, product lines, services categories, ad nauseum. 

Business Intelligence Software: A Quick Comparison

As Business Intelligence” (i.e., data analytics and dashboards) plays an ever-increasing role in day-to-day business, the systems for harnessing your data are increasingly accessible. Data collection is no longer the most challenging piece of the data puzzle – separating signal from noise, and communicating insights that trigger better decisions and increase focus is where the real value lies.  Unless your dashboards “touch a nerve,” compelling users to adopt BI as part of their daily routine, your investment will go to waste.  And according to Gartner, that goal can be elusive, with over 60% of BI initiatives failing to meet the goals of the business. 

Blue Margin Named Colorado Companies to Watch Award Winner

The Blue Margin team is excited to announce that we have been named a "50 Colorado Company to Watch in 2018" award winner!   

Colorado Companies to Watch honors privately held 2nd stage companies that develop valuable products and services, create quality jobs, enrich communities, and create new industries throughout Colorado.  With over 1,100 applicants, Blue Margin was honored to be recognized at the 10th Anniversary Awards Gala on June 22nd. 

5 Ways Leading Manufacturers are Putting Their Data to Work

Complex logistics, multiple data sources, tight order-to-cash timelines . . . for virtually every manufacturer, these stressors constantly plague production and profitability. Managers are bombarded daily with issues that demand prioritization and agile adjustments. To meet that demand, managers must wrangle data from disparate sources, with limited resources and little margin for error.

Private Equity Turns to Business Intelligence to Maximize Investments

Private Equity investors make investment decisions based on balance sheets and P&L statements – typically in Excel, the tried-and-true tool of choice. Yet PE firms struggle to keep up with running the real-time reporting race needed to analyze companies post-acquisition. Portfolio companies are often saddled with multiple ERP systems and fragmented financial and operational data. Too many reports originate from too many disparate sources, and there’s too little time to separate signal from noise. 

3 Years and Power BI is Still on Top!

Power BI outranks every business intelligence and analytics platform available on the market - again.  

Garnter just released its 2018 Magic Quadrant for Analytics and Business Intelligence Platforms, and for the third consecutive year, Microsoft stands alone for Completeness of Vision.  Here’s why.  Microsoft is outpacing the market in development, continuing their monthly release that started when Power BI launched in 2015. Those monthly releases aren’t token, they’re a non-stop flood of new and better functionality for transforming your organization through data.

Blue Margin Releases VSTS Solution Template for Power BI

Blue Margin, Inc., Microsoft Gold Partner in Data Analytics and Data Platform just released a VSTS Solution Template to provide project managers the insights they need to manage their portfolios.  The VSTS Solution Template is an end-to-end data-management and business-intelligence solution that can be set up in just a few clicks.