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Data Warehouses - Continued28 Dec 202400:30:37

Episode 6 of 6 in our Data Architecture Series

In this episode, we conclude our discussion on data warehouses. 

As technology costs continue to drop, small and mid-sized businesses are now in an excellent position to invest in these solutions. 

We explore key considerations, including costs, potential risks, and strategies to avoid common pitfalls. 

Tune in to discover what to keep in mind when making data solution decisions—and how these choices can shape the future success of your business. 

Interested in being a guest or have a suggested topic?
Email me at Paul@leapfrogbi.com

Connect with Paul (Founder and Managing Partner, LeapFrogBI): LinkedIn

Watch on YouTube: LeapFrogBI - YouTube

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What is a Data Warehouse?07 Dec 202400:29:54

Episode 5 of 6 series in our Data Architecture series.

With this episode, we near the end of our 6-part series on data architectures and dive into our first discussion on data warehouses. 

As the most popular method for storing data for reporting and analytics, data warehouses play a crucial role for growing businesses. However, there’s ongoing debate about what exactly defines a data warehouse.

In this episode, we break down what a data warehouse is, explore how it differs from other architectures like data lakes, and discuss two common approaches to building and using them. We also weigh the pros and cons, giving business leaders a clear understanding of how data warehouses can support their goals. Tune in to gain insights into why this architecture matters and how it can benefit your organization.

Interested in being a guest or have a suggested topic?
Email me at Paul@leapfrogbi.com

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What is an Operational Data Store?10 Nov 202400:26:21

Episode 4 of 6 in our Data Architecture series.

Welcome to the 4th episode in our 6-part series, where we dive deep into the world of data architecture, breaking down why it matters and how it impacts your business. 

This week, we’re shining a spotlight on Operational Data Stores, or ODSs—an often-overlooked architecture that can provide real-time insights for faster, more effective decision-making.  But here’s the catch: "Operational Data Store" means different things to different people, and the terminology can get confusing fast. 

In this episode, we unpack both the advantages and limitations of ODSs, showing you where they can drive value and where other solutions might be better suited.

Whether you’re looking to streamline reporting, integrate data sources, or just understand the building blocks of a sound data strategy, this episode is full of valuable insights to help you make informed choices.

Tune in to learn how ODSs could fit into your data architecture journey and the key factors to consider when planning your next steps!

Interested in being a guest or have a suggested topic?
Email me at Paul@leapfrogbi.com

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Data Staging28 Oct 202400:25:29

Episode 3 of 6 in our Data Architecture series.

Ready to level up your data game? 

If your transactional system isn’t providing all the insights you need, it might be time to explore more powerful ways to extract information from your data. 

In today’s episode, we discuss the simplest way to store data in a database and introduce two essential concepts in data architecture: the persistent staging area (PSA) and staging. 

We’ll dive into why these methods matter. 

Interested in being a guest or have a suggested topic?
Email me at Paul@leapfrogbi.com

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Starting Simple: System of Record Reporting19 Oct 202400:29:20

Episode 2 of 6 in our Data Architecture series.

Like many things, data architectures can range from simple to highly complex. 

In this episode, Paul and Alex explain what "simple" means when building a reporting and analytics solution for your business. 

The advancement of business intelligence (BI) tools make system of record (SOR) reporting much more feasible than in the past. You can connect multiple systems to a front-end presentation layer tool. But at some point in your growth you will find that you can't get away with this any longer.

However, it may be worth it to start with a simple architecture that delivers a quick win for your organization, even if you know this system may only be sufficient for a year or two. Your organization can see the value of your solution and grow from there.

Tune in as we dive into system-of-record reporting and how it can give you a quick advantage.

Interested in being a guest or have a suggested topic?
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Data Architecture: Why You Should Care12 Oct 202400:29:33

Episode 1 of 6 in our Data Architecture series.

Paul and Alex start a series of conversations about the importance of data architecture. 

While business leaders at growing companies may have limited time to focus on technical issues, Paul and Alex demonstrate the significant value in understanding how different system designs affect outcomes. 

They discuss what to consider when building a data solution, showing how a basic understanding can help business leaders gain an advantage.


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Can Data Give You The Edge?20 Sep 202400:25:52

Business is all about staying ahead of the competition. Can data give you a competitive edge?

People and the decisions they make determine a company’s success. In today’s world of information overload, a data-driven culture is essential to successfully compete.

How does data inform your team members’ decisions?

If you are thinking about how to leverage data to outsmart the competition and foster long-term success, tune in to this episode!

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Cloud Storage for Data Solutions04 Sep 202400:32:31

Your data, your choice—where you store it is up to you. 

While cloud vendors often make compelling pitches, their services come at a cost, and the truth is, it can add up quickly. 

For mid-market businesses, every dollar counts, and decisions about using the cloud for data storage, infrastructure, computing, integration, and analytics can have a major impact. There is a lot to consider, including cybersecurity.  

In this episode, join Paul and Alex as they delve into the key factors to consider when evaluating solutions and making smart spending decisions for your business's data needs. 

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Affordable Data Solutions for Small and Mid-Sized Businesses27 Aug 202400:27:24

Think data solutions are only for big enterprises?

Think again. 

This episode explores how small and mid-sized businesses can build effective data systems without breaking the bank. 

While technology prices are dropping, overall spending continues to rise—especially in the world of data. Increased data volumes play a role, but there’s more to the story. 

Join us to discover why you might be overpaying to store and process your data, and how cloud technology, while convenient, can be more expensive than you might expect. 

Tune in to learn how to get the most value from your data investments. 

Interested in being a guest or have a suggested topic?
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The Value of a Data Solution16 Aug 202400:31:47

How do you measure the value of a data solution? 
How much is a dashboard really worth to your business? 

ROI, or return on investment, is the go-to metric for evaluating the viability of capital projects. But how does it apply to data projects? 

While data pipelines and dashboards may not directly generate revenue, they’re crucial for organizing your team to drive growth and improve performance. 

Does the organization have the metrics or KPIs to make good decisions?

In this episode, Paul and Alex examine the challenges of justifying investments in data technology and how to measure their true value.

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Success Lies in the Data Team08 Aug 202400:32:04

What are the roles in a successful data team? In this episode, Paul meets with Alex again to discuss data teams. 

If all decision-making depends on good information, what's the best way to organize people to manage it?

We also reflect on the evolving role of technology. The abundance of technology at our disposal today is not making the role of people less important.

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Businesses Depend on Information Systems to Function01 Aug 202400:32:02

All businesses depend on information systems to function.
 
Are transactional systems sufficient?

What about spreadsheets?

Are they enough when it comes to producing reports?

With so many systems around, should growing companies invest on reporting systems? How far can you get without one? 

In this episode Paul Felix (founder of LeapFrogBI) explores the whys and why-nots of using specialized reporting solutions.

With Alex Almeida he describes some of the hard questions managers and owners must confront when deciding whether or not to put resources on improving management reporting.

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Welcome to More Than Reports01 Aug 202400:01:48

Welcome to More Than Reports, a podcast for business leaders looking for that edge that will allow their vision to turn into reality.

This podcast is a continuation of an audio podcast series I started years ago, Love Your Reports. I have graduated to video now and decided on a name change.

On More Than Reports, I will be sharing insights on how data solutions can help businesses grow.

Topics like Big Data, AI, and data warehousing will be demystified. I will focus on real-world applications and the value of accurate reports.

The goal is to bridge the gap between data technology investments and actual business value, helping business leaders make informed decisions.

It's not just about data, but what you do with it.












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Trailer24 Jul 202400:01:08

Join Paul B. Felix on "More Than Reports," where we offer practical solutions and data-driven results for business leaders.

Listen as we:

  • Tackle real-world data challenges
  • Answer questions about data technology
  • Share best practices for managing complex data environments


We go beyond the buzz to help you make the most of your data.

It's not just about data; it's what you do with the data that makes the difference.



 


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A Mobile World28 Jun 202200:18:01

A trend that we should all consider is the growing number of nomads.  People are increasingly choosing to live a non-traditional mobile lifestyle.  What is driving this change?  How does this impact our business intelligence solutions?  I'll address these questions and more in today's episode.

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Categories of Reports21 Jun 202200:19:42

It is helpful to segment reports into categories.  Doing so helps in describing the value each report delivers.  In today's episode I'll describe the 4 categories of reports and provide examples of each.

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Every Company Uses Business Intelligence17 May 202200:26:55

Business Intelligence is often thought to be limited to only large organizations that can afford a team of experts to build elaborate technical solutions.  In fact, nearly every company already uses business intelligence no matter how small.  There are vast differences in architecture and level of automation, but BI is not optional.  Business builders and operators will do what needs to be done to capture value opportunities even if this requires 100% manual data wrangling.

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Estimated Effort03 May 202200:31:04

How long will it take to build a specific feature into your reporting solution?  This is a common question that unfortunately does not have a simple answer.  Today we will dive into estimates.  The goal is to provide an understanding of the type of work required to complete certain types of requests.  This should also explain why certain requests are estimated to consume much more time than others.

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What is Business Intelligence26 Apr 202200:22:21

The term "business intelligence" (BI) has been around for quite a while.  Unfortunately, there is often confusion as to what exactly BI means.  Today I'm going explore some top vendor definitions of BI and provide my own perspective.

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Rigorous Testing Leads to Trust19 Apr 202200:27:11

This week I'm revisiting a prior topic; Trust.  Everything we are doing to build reportopia hinges on business users trusting the reports being provided.  In this episode I'll break down one critical component of building trust; testing.  With a focus on business users' role, I'll cover the testing process and discuss some of the challenges we must overcome.

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Exception Reports12 Apr 202200:16:44

Exception reports identify situations that are out of range or unexpected.  Today I'll cover a few types of exception reports and discuss how they can be useful.

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Organizational Alignment05 Apr 202200:24:25

As organizations grow it is increasingly important for everyone to understand goals, know how to measure progress, and monitor performance.  Reporting which includes the ability to drill down from company level to all lower levels can aid greatly.  Today we will step through a typical scenario, forecasted sales, but the same concept can be applied broadly.

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Do You Need A Data Warehouse?29 Mar 202200:25:45

Data warehouses can be extremely valuable.  Before taking the plunge, it is important to determine whether a data warehouse is a good fit for your organization.  Do you have a data driven culture?  Do you consider your reporting solution to be a project or a business function?  Today we will cover these important questions and others in hopes of helping you determine whether a data warehouse is a good fit for your organization.

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Types of Insurance Reporting22 Mar 202200:24:10

Insurance carriers, MGA/MGU, and agencies have a wide array of reporting needs.  Today we will cover some of the most common types of reporting our insurance client have found valuable.

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Let's Talk Requirements14 Mar 202200:28:19

As business managers and process owners, you will likely be interviewed in an effort to understand the requirements for capturing value opportunities.  Today we will step through some of the questions you may encounter during this interview.

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A Day in the Life08 Mar 202200:19:22

This episode takes a bit of a detour.  I'll cover company announcements then provide an overview of what a day looks like at LeapFrogBI.  This may be interesting for those of you considering taking on the challenge of building your own Reportopia.

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Can Power BI do it all?01 Mar 202200:28:57

Many companies start their journey to Reportopia thinking they will use Power BI to build their entire solution.  Meaning - Power BI will connect to one or more data sources, consume data, apply business rules, and present data visualizations.  We call this type of solution Direct System of Record Reporting.  No additional data solution is in use making this type of architecture very attractive.  Today we will explore the pros and cons of this approach and identify the scenarios where Direct System of Record Reporting can be successful.

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Let's Define Reportopia22 Feb 202200:21:31

Exactly what is Reportopia?  We spent some time writing down the definition that we believe best describes the utopia of reporting.  While we never reach Reportopia, it is important to know what we are trying to accomplish.

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The Reportopia Team15 Feb 202200:23:52

Building your Reportopia can be done by one person or an entire team.  In both cases, it is important to understand the roles that need to be filled.  This week I'll break down the key roles into business, implementation, and support.

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Dirty Data08 Feb 202200:28:52

Dirty data is an issue that we all need to deal with.  How do we ensure less than perfectly clean data doesn't prevent us from capturing value opportunities?  What exactly is dirty data?  We will dive into these important topics and offer a few solution approaches.

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Do You Trust Your Reports?01 Feb 202200:28:35

Building Reportopia is hard work.  After making valuable reporting available, it is critical that reports are actually utilized.  Trust is a big part of user adoption.  Today we will dive into trust related the pitfalls and solutions.

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Reportopia is Worth the Work25 Jan 202200:24:10

Nobody said building your own reportopia would be easy!  In this episode I'll discuss some of the common areas of complexity.  Hard work is not avoidable, but I'll propose a few tips for keeping your solution on track to deliver on value opportunities.

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Demand and Capacity Reporting18 Jan 202200:33:23

How much demand do we have right now?  Have we allocated resources to meet that demand?  These are basic questions that nearly all businesses need to answer and monitor regularly.  This episode focuses on demand and capacity reporting.

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Forget About Technology11 Jan 202200:32:02

It is all too easy to get distracted by new exciting technologies.  Today I’ll lay out the case for using proven technologies and staying focused on solving business problems. 

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2021 Success Stories04 Jan 202200:23:48

Happy New Year!  Another year has flown by.  This episode focuses on a couple clients that built their own reportopia and as a result realized great success in 2021.  These companies are examples that we can all follow and learn from.  I wish you all great things in 2022. 

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Healthcare Revenue Cycle Optimization28 Dec 202100:31:38

Healthcare providers must deal with a complex payment collections process.  Today we will identify a few areas within this process that can be optimized through focused reporting.

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You found value opportunities. Now what?21 Dec 202100:30:52

You found value opportunities.  Now we need to do the required work to capture the value.  I’ll outline the steps required and highlight some common pitfalls to avoid in the week’s episode.  This is where the magic happens!

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Three Critical Questions14 Dec 202100:23:45

How exactly do you find value add opportunities that we can capture through reporting?  I'll share the three questions you must ask process owners to uncover value opportunities.  It is critical to focus our effort only on opportunities that we expect a positive ROI which makes quantifying the opportunity a critical first step.

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Where’s the Value?07 Dec 202100:18:46

Prior to building or extending a reporting solution it is critical that we identify and quantify the value that we are trying to capture.  Risk reduction, expense reduction, and revenue increase are all forms of value.  In this episode we review the triple constraint and review each value category.

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What does Reportopia cost?30 Nov 202100:25:56

You need better reporting, you’ve identified opportunities, and now you need to know what it is going to cost to build your solution.  I’ll breakdown the method I use to determine the solution type required and the resulting costs.

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On The Road to Reportopia23 Nov 202100:26:29

The journey begins!  In this fist episode we set the stage for all podcasts to follow. What is the goal of a well designed reporting solution?  Who can benefit and why should you care?  I’ll also introduce  the podcast and provide a little of my personal background.  Send your feedback to paul@loveyourreports.com.

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Welcome to the utopia of reporting; Reportopia13 Nov 202100:01:32

Welcome to Love Your Reports.  My name is Paul Felix.  I am your host, and this podcast is dedicated to all business builders and operators out there that believe being informed leads to better decisions.

If you get excited about making a business process run like a well-tuned machine, or if you are just plain tired of dealing with reports that are late, inaccurate, confusing, too expensive to produce, or outright absent, then this podcast is for you.

Over the past 2 plus decades I’ve been building reporting solutions for companies of all sizes - in every industry, and I’m going to share this hard-earned experience with you. We are going to overcome all barrier that exist between poor or non-existent reporting solutions and the utopia of reporting, which I call reportopia.

I want you to have the information you need at your fingertips so you can make sound decisions and eliminate inefficiency from your business.  When done right, your reporting solution will be a key ingredient to overall business success.

So, I invite you to subscribe.  New episodes will be published every Tuesday and each show should be about 30 minutes long.

Also, send your feedback.  paul@loveyourreports.com is my address. Or, if twitter is your thing, then you’ll find me @paulbfelix.

Thank you so much for listening and I hope to meet you again each and every Tuesday.

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