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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The Generosity Now Podcast is dedicated to inspiring generosity and promoting whole life stewardship among followers of Christ. We share stories of individuals and organizations doing great work in our community and around the world. Our goal is to provide practical insights and tools to help listeners make a positive kingdom impact with their resources. Whether you want to become a better wealth manager, overcome challenges in deploying large sums of money, or align with your family values, ...
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How to Use Leading and Lagging Metrics for Better Business Agility
12:06
12:06
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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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The Power of Complex Asset Gifting: Increasing Charitable Impact with Pete Gazlay
1:10:42
1:10:42
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On this episode, Eric and Laurie are joined by Pete Gazlay. Pete shares his journey of faith, entrepreneurship, and generosity. He grew up in a middle-class family and came to know Jesus at the age of 17. Pete and his wife Linda started a commercial cleaning business called Total Facility Care, which grew over the years. In 2020, they went through …
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Being Part of God's Story Through Generosity; With Cody and Kealan Hobelmann
48:07
48:07
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48:07
On this episode, Eric and Laurie are joined by Cody and Kealan Hobelmann. They discuss the concept of setting a financial finish line and the impact it can have on one's life. They share their personal stories of faith, generosity, and stewardship, and how these principles have shaped their financial decisions. The conversation also touches on the …
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Behind the Scenes in Power BI: Tips to Streamline Data Modeling
8:55
8:55
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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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Next-generation impact investing; with Molly Bolthouse Cipiti and Parker Samelson
50:09
50:09
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In this episode, Parker Samelson and Molly Cipiti join Eric and Laurie for a discussion on next-gen involvement in philanthropy and investing. They also share their backgrounds, faith journeys, and the impact of generosity in their lives. The conversation highlights the unique characteristics of the Zillennial generation and their interest in impac…
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How to Democratize Data and Avoid the Chaos of Data Sprawl
8:30
8:30
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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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Solutions Series: Impact Foundation With Aimee Minnich
38:39
38:39
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In this episode, Eric and Laurie interview Aimee Minnich, co-founder and general counsel for the Impact Foundation. They discuss Aimee's journey and career arc, the success of the Impact Foundation, investment opportunities and success stories, challenges and lessons learned, and the principle of gleaning. They also explore who the typical impact i…
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The Human Side of AI Readiness - How to Prepare Your Team and Business Logic
9:07
9:07
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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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Solutions Series: TrustBridge Global with Paul Bolte
35:40
35:40
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In this episode of the Generosity Now podcast, Eric and Laurie interview Paul Bolte from TrustBridge Global. They discuss the challenges of international giving and how TrustBridge Global provides a solution for donors who want to give to charities outside of the US. Paul shares his personal journey of faith and the importance of generosity and ste…
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Laying the Groundwork for Gen AI in Business Analytics
8:56
8:56
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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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The Layman's Guide to Data Terminology: Part Three
11:40
11:40
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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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Solutions Series: Community Impact Fund with Mike Scheid
35:58
35:58
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In this episode, Eric and Laurie interview Mike Scheid, the Executive Director of the Community Impact Fund. The Community Impact Fund offers impact loans to individuals and families in need, providing a lifeline for those struggling to make ends meet. Mike shares his personal journey and how it has shaped his passion for helping others. He explain…
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Solutions Series: Helping Hands with Shannon Hawkins Morris
28:55
28:55
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In this episode, Eric and Laurie interview Shannon Hawkins Morris, Vice President of Helping Hands. They discuss the history and purpose of Helping Hands, a ministry that provides financial assistance to individuals and families in need. Shannon shares examples of projects they have supported, such as providing shoes for children in low-income scho…
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The Layman's Guide to Data Terminology: Part Two
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10:43
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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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Solutions Series: Complex Asset Giving with Jeff Waldron
49:39
49:39
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In this week's episode of the Generosity Now podcast, Eric and Laurie interview Jeff Waldron, a complex gift attorney with the National Christian Foundation (NCF). They discuss the power of asset-based giving and the various tools available for charitable giving. Jeff shares his personal journey of generosity and stewardship and how it led him to j…
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The Layman's Guide to Data Terminology: Part One
9:36
9:36
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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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The intersection of faith and work: With Ross Chapman and Bob Larkin
43:25
43:25
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In this episode, Eric and Laurie interview Ross Chapman and Bob Larkin from Denver Institute for Faith and Work. They discuss the organization's mission to help people connect their faith and work, and the importance of bringing hope and life to their communities through their daily work. They also highlight Denver Institute's programs and initiati…
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The KPIs You're Overlooking: Better Data Insights for Manufacturers
14:31
14:31
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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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Journey of Generosity: with Dana Wichterman
41:08
41:08
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On this weeks episode, Eric and Laurie are joined by Impact Investor and International Development Professional, Dana Wichterman. Dana shares her journey of generosity and stewardship, highlighting significant inflection points and the impact of impact investing. She emphasizes the importance of sharing generosity stories and provides helpful resou…
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A Case Study: Unifying Data Sources with Azure Data Lake and Serverless SQL
10:18
10:18
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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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Transformational Impact: With Jon Halverson
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On this weeks episode, Eric and Laurie are joined by international business leadership, and investment expert, Jon Halverson for a look into the world of impact investing and the transformational impact that occurs when businesses thrive in challenging contexts. About Jon Jon has 25 years of experience in international business leadership, investme…
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From Data Setup to Power BI Reports: Considerations for Your Data Model (Semantic Layer)
10:13
10:13
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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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On this weeks episode, Eric and Laurie are joined by Tim Macready for a conversation about faith-aligned investing. Tim shares his journey from managing a billion-dollar pension fund in Australia to establishing Brightlight in the US, aiming to bridge the gap between investors' values and their portfolios. We explore the challenges and rewards of i…
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How to Generate Realistic, Synthetic Data for Power BI with ChatGPT
12:37
12:37
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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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Leveraging Influence to adopt the nations: with Deana Berg and Whitney Sewell
46:59
46:59
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46:59
On this weeks Episode, Eric and Laurie are joined by Deana Berg and Whitney Sewell from Life Bridge Capital for a great conversation about investing capital with a greater purpose and becoming part movement that changes lives—one investor, one family, and one child at a time. About Deana At Life Bridge, Deana’s focus is on creating and growing inve…
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How to Structure Your Data for Power BI Copilot
13:17
13:17
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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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Navigating WealthTransfer: With Rachel McDonough
52:52
52:52
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52:52
On this weeks episode, Laure and Eric sit down with two-time guest, author, speaker, and wealth advisor, Rachel McDonough for another discussion on the topic of wealth management, specifically the transfer of wealth. Rachel was previously featured on episode 8 and we want to encourage you to go back and give that episode a listen especially if you'…
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A Closer Look at Microsoft Fabric's Direct Lake and Data Pipelines
10:41
10:41
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10:41
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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NCF Impact Report: A Celebration of Faithfulness
30:59
30:59
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30:59
On this weeks episode, Eric and Laurie give an overview of the impact that NCF had in 2023 and give insights into how generosity and faithfulness go hand in hand when we seek to have a positive impact on God's Kingdom. It’s been another year of big giving at NCF, and it couldn’t have happened without you, the faithful stewards of God’s resources. I…
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For months, Brick and Caleb have been recommending that companies start preparing their data infrastructure to leverage the current and upcoming AI technologies. In this episode, however, they break down how to prepare. They emphasize the need for data consolidation (and recommend OneLake on Microsoft Fabric), a robust semantic layer for report dev…
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Data Quality Sets the Stage for Generative AI: AWS's CDO Agenda for 2024
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11:37
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In this episode, we discuss the key takeaways from the AWS report "CDO Agenda 2024: Navigating Data and Generative AI Frontiers." According to the report, the top focus for CDOs is creating visible value and achieving business objectives while preparing company data to leverage generative AI advances. Brick and Caleb share strategies for improving …
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Data is Gold in AI's Wild West: Insights from Salesforce's State of Data & Analytics Report
15:04
15:04
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15:04
In this episode, hosts Brick Thompson and Caleb Ochs discuss the current state of data and AI, inspired by a recent report from Salesforce. They discuss the importance of a strong data foundation (and what constitutes one) for effective use of generative AI, emphasizing the need for high-quality, consolidated, and secure data. They also cover some …
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How (& Why) to Prioritize Data Projects During ERP Transitions
9:24
9:24
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In this episode, hosts Brick and Caleb discuss the hesitation many companies have to pursue data projects during ERP (Enterprise Resource Planning) implementations. They dissect the risks of delaying these initiatives and highlight how running data projects in parallel can streamline processes, enhance data validation, and drive a faster return on …
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2023 Wrap Up: Highlights from our favorite episodes
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In this season wrap-up episode, Eric and Laurie reflect on their favorite episodes from the inaugural season of the podcast. They discuss the impact of the podcast and the global reach it has achieved. As you listen, we hope you not only enjoy these highlighted clips, but we also encourage you to listen to each episode which you can find linked bel…
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Agile Data: How New Tech is Transforming Business Operations
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15:57
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Brick and Jon, founders of Blue Margin, talk about the advancements in data technology and its impact on mid-market businesses. They discuss how rapid developments in data technology, particularly in data lakes and data pipelines, are revolutionizing how businesses operate and strategize. Emphasized is the shift from traditional data handling metho…
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Expert Insights Series - Kison Patel of M&A Science: Data’s Role in M&A Success
36:25
36:25
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36:25
This episode of the Blue Margin's Expert Insights Series with Kison Patel, CEO of M&A Science (www.mascience.com), provides valuable insights into a scientific approach to M&A, data management, and the potential impact of generative analytics in the industry. Kison Patel's extensive experience and forward-thinking perspective make for a compelling …
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Uplifting Humanity: A conversation with Tony Julianelle
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37:31
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On this episode, Eric and Laurie sit down with organizational leadership expert, and real estate expert, Tony Julianelle for a great conversation about his work with Atlas and how they aim to uplift humanity through their work. About Tony Tony has more than 24 years of executive leadership experience in the real estate industry. Before joining Atla…
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When it Comes to Power BI Dashboards, Simple is Better
10:48
10:48
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In this episode, Brick and Caleb discuss the fine line between adding value and overwhelming users with too much information when it comes to developing Power BI dashboards. They give insight into the dangers of overloading reports with excessive visualizations and the importance of maintaining simplicity and clarity in data reporting. Key Points: …
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Embracing Change: Use an Iterative Approach to Keep Your BI Relevant
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12:51
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(This week’s episode is a rerelease from earlier this year, and it’s just as relevant now as it was then.) Brick and Caleb highlight how constant evolution in the BI process is key to a data initiative’s success. They emphasize the need for flexibility and incorporating user feedback for continuous improvement. They discuss the inevitability of bus…
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Living a Future Worthy of God’s Plan: A Conversation with Joel Malick
56:14
56:14
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On this episode, Eric and Laurie are joined by financial expert and author, Joel Malick for a rich discussion about how to live a future worthy of God's plan for you. About Joel Joel Malick, a Partner with EverOak Wealth Co. in Colorado Springs, CO, joined the financial services industry in 2001. The most enjoyable part of his role is leading his c…
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How to Measure Success and Demonstrate ROI of Data Projects
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12:56
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In this episode, Brick and Caleb discuss how to demonstrate the value and return on investment (ROI) of data initiatives. They explore practical ways to quantify ROI, from automating manual effort to improving decision-making processes. Brick and Caleb also share real-world examples including the impact of increasing employee utilization on a compa…
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Expert Insights Series - Bridging Data and Leadership: Advice on Bold Execution for Midmarket CEOs
36:04
36:04
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36:04
In this Expert Insights Series episode, Jon Thompson hosts Karen Posey of KP Strategies to unpack the unique challenges and opportunities CEOs face in the realm of strategic planning and execution. Karen shares insights from her extensive experience leading companies and advising CEOs on the best-practices for building strategic plans that are alig…
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Investing for Eternal Impact: A conversation with Don Simmons
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45:59
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In this enlightening episode of the Generosity Now podcast, hosts Eric and Laurie are joined by the insightful Don Simmons, a seasoned investment expert and author. With a rich background in building a successful boutique investment firm and a unique blend of financial expertise and Christian values, Don provides a thought-provoking perspective on …
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Data Security in Microsoft Azure: Understanding Role-Level and Row-Level Security
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In this episode, Brick and Caleb discuss the intricacies of role-level and row-level security in the context of data lakes. They explain the differences between the two and how each works within the Microsoft Azure environment. The conversation also touches on the importance of understanding who has access to what data, the flexibility of row-level…
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Expert Insights Series - Unlock Market Potential: B2B Mid-Market Growth Strategies with BlueByrd
35:03
35:03
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Kate Eberle, Director of Consulting at Blue Margin, discusses mid-market growth challenges with Richard Byrd, Fractional CMO and President of BlueByrd Strategic Sales and Marketing. Their conversation highlights the shift in private equity towards organic growth and the importance of foundational marketing strategies, expanding outreach, and levera…
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Economic, Social and Spiritual Capital: A conversation with Pete Ochs
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46:14
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On this episode, hosts Eric and Laurie sit down with Entrepreneur, Speaker, and author Pete Ochs for a transformative conversation about what it takes to live a high impact life. About Pete Pete Ochs is founder and chairman of Capital III, an impact investment company with investments in the US and Central America. Enterprise Stewardship is an init…
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7 Strategies for Effectively Managing Data Teams
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In this milestone 100th episode of The Dashboard Effect, Brick and Caleb discuss the challenges and best practices around managing data talent. From hiring and retention to continuous learning and meaningful work, they share insights from years of experience. Tune in for strategies on keeping your data talent engaged and contributing to your compan…
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In this episode of The Dashboard Effect podcast, Brick Thompson and Caleb Ochs discuss the concept of data silos, exploring their implications and the challenges they present in today's data landscape. They touch on the evolution of data storage, from traditional data warehouses to the more modern and efficient data lakes and lakehouses. As busines…
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Purpose Driven Investing: A conversation with Greg Lernihan
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45:15
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On today's episode, Eric and Laurie have an engaging conversation with entrepreneur and faith based investor, Greg Lernihan about impact investing. About Greg Greg is committed to making a positive difference in the lives of others and has refocused his life with this purpose. As a faith based investor, Greg dedicates his time and talents to mentor…
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The Reality of Generative AI in Analytics: Hype vs. Progress
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In this episode, Brick and Caleb revisit the world of generative AI in analytics. They revisit their experience with Microsoft's Power BI Copilot and discuss the current state of AI in generating SQL queries, dashboards, and even predictive analytics with machine learning. Tune in to get their take on the hype vs. reality of AI within data analytic…
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