Our services help midmarket companies maximize enterprise value during the Acquisition., 1st 100 Days., Holding Period., Exit.

Data Diligence / BI Audit

Technical and Strategic Data Assessment

We partner with private equity firms to provide an assessment and rubric for the time, cost, and resources needed to address data gaps and poise the acquisition target for maximum valuation at exit, with minimal disruption to stakeholders.

Acquisition

Rapid Reporting

Address Urgent Needs in 2-3 Weeks

Start the 1st 100 Days with a clear view into the value-creation strategy by aligning the team around an OKR dashboard. Quickly automate Financial, Operations, and Sales dashboards to drive prioritization and accountability.

First 100 Days

Comprehensive Development

BI for Long-Term Growth

Optimize growth and efficiency throughout the hold period, and maximize valuation at exit. A comprehensive BI system is a differentiation that monetizes your data as a managed asset and an add-back investment.

Holding Period

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Data Room

Increase Valuation at Exit

Use dashboard reporting to differentiate and maximize valuation at exit by demonstrating mastery of the business and telling the narrative for future growth.

Exit

Advisory Services

Strategic Planning and Design

Our lead engineers can act as your virtual Chief Data Officer, advising on your master data strategy and helping to maximize the value of your data investment through monthly/quarterly strategy and planning.

Strategy

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Training and Support

Knowledge Transfer for In-House BI

Blue Margin equips your team to own any part of your BI platform. We train in best-practice data architecture, ETL, and data visualization. We also provide ongoing support and ready-access to our team of highly credentialed engineers.

Knowledge Transfer

Dashboards increase value and mitigate risk at every stage of the investment lifecycle, from diligence to liquidity

BI dashboards are the fastest, most effective way to put value creation plans into action. Poor visibility is at the root of most (if not all) business issues. Our process increases visibility to give executives oversight and control, and to align the organization on highest-value priorities.

Blue Margin helps mid-market companies quickly organize their data into dashboards, driving growth through job ownership and accountability. Our mission is to meet your needs and budget, and deliver breakthroughs early and often.

We provide rapid reporting to address your urgent needs, BI diligence and audits to lay the groundwork for becoming data-enabled, comprehensive BI development to position for long-term value creation, as well as training, support, and advisory services.

Our team of consultants are Microsoft Gold Partners at the forefront of data engineering and dashboard design on Power BI and Azure.

What was unique about having your team here, as opposed to other vendors, is that you gave us a sense you were actually part of our organization and helped to solve problems in the context of our business.

Bob Spielvogel | CIO, Education Development Center