Blue Margin

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Serving customers since
2011
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Blue Margin

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Blue Margin is a managed data services firm that helps mid-market and private equity backed companies build, run, and get value from their data. Based in Fort Collins, Colorado, the company works with CFOs, COOs, owners, and operating partners who need accurate, consistent numbers to manage the business and report to boards and investors. Blue Margin specializes in Microsoft Fabric and Power BI. Engagements typically begin by designing a data foundation that connects the systems a company already runs, such as its ERP, CRM, accounting, and operational platforms, into a single governed environment. On that foundation, the team builds Power BI reporting that gives leadership a shared view of performance, from executive dashboards to department level operating metrics. Once the foundation is in place, Blue Margin operates it as an ongoing managed service. The team maintains pipelines, data models, and reports, and keeps them accurate as clients add systems, complete acquisitions, and refine how they define and measure performance. Clients gain a dedicated data team with deep experience across finance and operations, along with the continuity to support reporting needs as they evolve. The managed data service also includes AI capabilities that work on the same governed data as the Power BI reports. Leaders can ask questions of their numbers in plain language and get answers grounded in the definitions their organization already uses. For private equity firms and their portfolio companies, Blue Margin supports consolidated reporting across entities, standardized metrics for add-on acquisitions, and the visibility operating partners need to track value creation over the hold period. The team also hosts The Dashboard Effect, a podcast on data strategy, business intelligence, and analytics for business leaders.

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Fort Collins, US

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What is Blue Margin?

Blue Margin is a fractional data and analytics team for mid-market and private equity-backed companies. The core offering is a Managed Data Service that functions as your data and analytics team without the cost of building one internally, delivered through a straightforward subscription. The work spans the full data lifecycle. Scattered data from ERP, MES, EHR, RCM, Salesforce, HubSpot, Stripe, and other systems gets consolidated into a modern data warehouse on Microsoft Azure. Custom Power BI dashboards turn that data into real-time visibility into the metrics that drive performance, whether that is OEE and machine utilization in manufacturing, inventory turns and fill rate in distribution, revenue cycle in healthcare, or portfolio and fund performance in private equity. Reporting continues to evolve as the business changes. The capabilities break into four areas. Managed Data Services covers everything from secure consolidation to dashboards to ongoing support. Managed Data Analytics provides self-service BI platforms with real-time dashboards and automated reporting. The AI-Ready Data Platform builds unified cloud environments and automated data workflows on Azure. Conversational Analytics lets teams query Power BI data in plain language and get grounded, trustworthy answers in seconds. More than 300 companies across private equity, manufacturing, healthcare, distribution, commercial services, legal, SaaS, and food and beverage have used Blue Margin to turn data into a business asset and support value creation from acquisition through exit. The Dashboard Effect, a book from the Blue Margin team, details how business intelligence and dashboard reporting drive growth and profitability. The Dashboard Effect Podcast features conversations with operators and leaders using data and AI to drive growth. Learn more at bluemargin.com.

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Year Founded
2011