How a PE-Backed Rollup Escaped Excel Chaos

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 Eberly 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.