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PRAY that I help all that God send my way! Pray you enjoy and are encouraged! "EACH ONE, TEACH ONE!" Support this podcast: https://podcasters.spotify.com/pod/show/anthony-johnson4/support
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The Dashboard Effect

Brick Thompson, Jon Thompson, Caleb Ochs

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NEW EPISODES EVERY WEDNESDAY!!! Conversations on data analytics, business intelligence, and data driven practices for private equity and the mid-market. "The Dashboard Effect" is a podcast is hosted by us, Brick Thompson and Caleb Ochs, with insights on the crucial intersection of data analytics, business intelligence, and data-driven practices for the private equity portfolio companies and the mid-market sector. Our discussions cover real-world applications of data analytics, offering pract ...
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Dashboard Diaries

Atypical Artists

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Welcome soft, sad freaks! Once a month, writer and longtime Tumblr user Lauren Shippen and longtime user-slash-Tumblr-employee Cher McAnelly dive deep into our favorite fandom site. We talk trending topics, share our new ships, and forecast upcoming fandoms. If you’ve ever gone feral over a fic or bonkers about one of your blorbos, this podcast is for you! And remember: the password to the secret clubhouse is “shoelaces”. This podcast is not produced by, nor officially affiliated with Tumblr ...
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Welcome to "Beyond the Dashboard" - your one-stop podcast for all things related to KPIs and metrics in the Managed Service Provider (MSP) space. In today's data-driven world, we understand that numbers matter. But what matters even more is understanding those numbers and knowing how to leverage them for the growth of your MSP business. That's where we come in. Every week, we delve into the vast sea of data and bring you insightful discussions about the key performance indicators (KPIs) that ...
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(This episode is a re-release, but the content is still just as relevant as it was the first time around!) Brick and Caleb discuss the complexities of building an in-house BI department. In addition to sharing their firsthand experience and insight from years of supporting mid-market companies, the duo discusses the potential benefits and pitfalls …
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Brick and guest co-host Greg Brown explore the dynamic between leading and lagging indicators in BI reporting. They share challenges and strategies for integrating these metrics to enhance operational efficiency and financial performance. Greg shares anecdotes from his operations background to emphasize the need for timely and actionable data to ad…
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This week, Brick and Caleb get a bit technical and discuss how to improve Power BI report performance through effective semantic modeling and minimizing data transformation with Power BI. They unpack the challenges of managing data transformations directly within Power BI and highlight the advantages of using serverless SQL views instead. Their ins…
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Brick and Caleb explore the balance between empowering analysts with data access and the governance required to prevent data sprawl and maintain integrity and consistency across reports. They provide strategies for enabling departments to independently use data for their own insights and how to use a centralized data team to review, refine, and dis…
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In a continuation of their AI-readiness discussion, Brick and Caleb outline the importance of the human element in preparing for generative AI analytics. They share strategies for ensuring that your company's culture is ready to harness the power of AI, from how to start improving data literacy to defining clear and consistent business logic. Click…
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Brick and Caleb explore the steps businesses must take to prepare their data for the inevitable integration of generative AI analytics. They use this episode to explain the "why" behind data consolidation and semantic layers. What you'll learn: Why consolidating your data is the first step for AI-readiness The challenges and solutions for dealing w…
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This episode is the third installment of Brick and Caleb's series on breaking down data terminology. They cover foreign and primary keys, data lakes and data lakehouses, parquet and delta parquet files, ETL and ELT, and data pipelines, before concluding with Python, PySpark, and visualizations. Watch this episode on our YouTube channel. Blue Margin…
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In this episode of Beyond the Dashboard, we're joined by Gray Mabry, CEO of iVenture Solutions, to discuss their innovative approach to measuring customer satisfaction. Gray shares insights on their "Customer Persona Score," a metric that goes beyond traditional NPS and CSAT scores. Discover how iVenture Solutions: Analyzes communication data to as…
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This episode is the second installment of Brick and Caleb's series on breaking down data terminology. They cover Kimball data warehouse methodology, fact/dimensional tables, star vs. snowflake schemas, and data models vs. semantic layers. Click here to watch this episode on our YouTube channel. Blue Margin increases enterprise value for PE-backed, …
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Are you keeping pace with email marketing benchmarks in the MSP industry? In this episode, we dive into the key metrics and KPIs MSPs should track to optimize their email campaigns. We break down the email marketing funnel, including list size, open rates, click-through rates, and more. Learn the industry averages in each area and evaluate how your…
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This episode is the first installment in a series of episodes that will serve as a primer on the key terms and technologies surrounding data management. Brick and Caleb begin with the fundamental differences between transactional and analytical databases, explaining concepts like OLAP, OLTP, normalization, and denormalization in an accessible way. …
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Testing and Refining Your Website for Maximum Conversions Are you looking to grow your managed IT services business? In this episode, we dive into proven strategies to boost conversions and sales from your website. We discuss: The importance of tracking and optimizing your website's conversion rate Best practices for A/B testing call-to-action butt…
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In this episode, Caleb and Kate discuss important KPIs for the manufacturing industry. While there are no one-size-fits-all solutions, they outline and provide insight on the leading and lagging KPIs that have helped our midmarket manufacturing clients improve sales operations, inventory management, labor and machine utilization, and cash flow. Cli…
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Get More 5-Star Reviews and Boost Your Credibility As an MSP, positive online reviews are critical for establishing trust and credibility with potential clients. In this episode, we dive into the #1 most important marketing KPI - customer reviews. You'll learn: The 3 main platforms to focus your review efforts (Google, Facebook, LinkedIn) Creative …
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Brick and Caleb discuss Blue Margin's use of Azure Data Lake for unified data management. Using a recent client project as an example, Caleb explains how he integrated multiple data sources using serverless SQL to create a single data repository with a semantic model to enhance consistency across projects and reports. They also discuss the current …
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In this episode, Brick and Caleb explain the distinctions of and interdependencies between data setup/data pipelines, data modeling, and reporting, emphasizing their individual roles within an effective approach to data analytics and BI. Starting by explaining the necessity of a solid data pipeline structure, this episode highlights how the specifi…
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Maximizing MSP Sales: Improving Conversion Rates The hosts discuss the inherently slow sales cycle of most Managed Service Providers (MSPs), leading to low lead conversion rates. Paul Green highlights the importance of pre-qualifying prospective clients and improving the sales process. He stresses personalized and efficient sales meetings rather th…
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Brick and Caleb explain how Blue Margin is using ChatGPT for generating synthetic data to populate data models in Power BI reports. Caleb shares his insights on how this approach has streamlined the process of creating sample reports with fake, yet realistic data, to demonstrate work without compromising customer data privacy. They discuss the limi…
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Streamlining Business Operations Through Lead Time Metrics Wim explores the important metric of lead time - the total time from initiating a task to completion. He explains how lead time matters more than just time spent on work. By minimizing lead time, MSPs can operate more efficiently. Strategies include pricing consistency, automation, and cros…
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Brick and Caleb call out key aspects of Microsoft's Power BI Copilot documentation related to structuring datasets for Large Language Models (LLMs) and explain how to get these best practices in place. Data structure and organization are critical for getting useful outputs from advanced analytics tools like Power BI Copilot, and useful outputs will…
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Improving Flow Efficiency for Better MSP Performance Wim explains the concept of flow efficiency, using an office migration example. He discusses how efficiency depends not on number of tickets, but on time spent usefully working on a project. MSPs should focus on work performed rather than individual workloads. Addressing one ticket at a time impr…
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We're going monthly! But first, time to catch up on all the top shows, ships, and communities of Tumblr in 2023! Some old standbys and some surprising new contenders; plus, our personal highlights and a burning straw goat. Follow us on Tumblr at dashboarddiaries.tumblr.com to see the posts we talk about on this episode or email us at dashboarddiari…
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While some features are not quite up to par (yet) with Azure Synapse Pipelines, Brick and Caleb discuss Microsoft Fabric's Direct Lake mode and Data Pipelines and the speed and advances they're bring to data management. Fabric's unified platform and source control integration streamline development, and Direct Lake allows organizations to operate o…
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