The Blue Margin white paper highlights best practices for using Power BI in private equity portfolio companies. It warns against “backwards planning,” where BI is treated as an IT project instead of being driven by business outcomes. Success comes from identifying key KPIs, mapping them to responsible personas, and designing reports that drive accountability and adoption. Case studies show impact: a healthcare firm improved revenue cycle management with variance and rate analysis dashboards; a manufacturer boosted delivery, efficiency, and employee productivity via normalized, real-time metrics. Another firm gained P&L visibility and improved margins by analyzing material costs. When BI is tied to business goals, companies convert data into a growth asset, accelerating digital transformati

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