Pulling financial data together sounds simple, until you’re dealing with 20+ acquired companies, multiple ERPs, and a reporting process held together by massive Excel files.

In this episode of The Dashboard Effect, Brick Thompson sits down with Senior Account Executive Kate Eberle to walk through a real client example: a PE-backed, billion-dollar organization struggling to consolidate financial data across a highly fragmented system landscape.

They break down what went wrong, why Excel stopped scaling, and how moving to a modern data platform eliminated weeks of manual FP&A work, while giving leaders faster, more actionable insight into the business.

About Blue Margin

Blue Margin helps growing companies make better decisions with their data. We work with finance and technology leaders to consolidate messy, disconnected systems into reliable, usable data foundations, so teams can spend less time wrangling spreadsheets and more time understanding what’s actually happening in the business.

Learn more: https://bluemargin.com

If your reporting process depends on manual work, fragile Excel files, or month-old data, we help you move to a more scalable, trustworthy approach.

Most finance and ops teams aren’t short on data, they’re short on trust in the numbers.

This podcast digs into why reporting breaks down, why Excel becomes a crutch, and what actually changes when companies move to cleaner, more reliable data foundations. We talk with CFOs, operators, and data leaders about the messy reality behind budgets, forecasts, board decks, and “magic spreadsheets” and how teams can get out of survival mode and make better decisions with confidence.

At Blue Margin, we help companies stop guessing and start leading with data. Our dashboards turn business performance into a daily habit, giving executives visibility that drives results. Visit https://bluemargin.com to see how we make data your biggest advantage.

In this episode of The Dashboard Effect, hosts Brick and Landon break down why so many data projects fail and how to fix them. Instead of “boiling the ocean” with massive, months-long BI initiatives that never gain traction, they share a practical, proven approach to delivering fast ROI, user adoption, and sustained data success.

Whether you’re leading a data transformation, building dashboards, or just trying to get your first BI win, this episode will help you reset your mindset and find your “real antidote” to failure.

At Blue Margin, we help companies stop guessing and start leading with data. Our dashboards turn business performance into a daily habit, giving executives visibility that drives results. Visit bluemargin.com to see how we make data your biggest advantage.