In this episode of The Dashboard Effect, Brick and Landon give an update on Celeste, the internal AI tool Blue Margin has been building to help data teams query, explore, and visualize client data.

They dive into what’s worked, what hasn’t, and the fork in the road between making Celeste valuable for engineers versus business users. Along the way, they share lessons about AI adoption, the limits of “wrappers,” and where emerging tools like Azure’s AI Foundry could take things next.

If you’ve ever wondered what it’s really like to build and test an AI tool inside a data company, this conversation pulls back the curtain.

Blue Margin helps middle-market companies use their data to create focus, accountability, and growth. We specialize in building modern data platforms and Power BI dashboards that turn information into a competitive advantage.

Learn more at https://bluemargin.com

In this episode of The Dashboard Effect, Brick and Landon discuss their shift in thinking on whether to build custom data connectors or use third-party tools like Fivetran. They share the pros, cons, and lessons learned from their proof-of-concept with Fivetran, and why APIs are changing the data pipeline game.

Key Moments:

1:15 – Why custom connectors made sense in the past
2:00 – The rise of APIs and the challenge of building connectors for them
2:39 – Realizing the variety of systems—and limits of pre-built connectors
4:03 – How Fivetran’s dedicated API teams save time and reduce risk
4:57 – Turnaround times and when a custom build is still needed
5:56 – Cost trade-offs: upfront development vs. subscription model
6:30 – Support considerations for in-house vs. third-party connectors
6:41 – Exploring other tools and continuing custom pipeline work
7:11 – Closing thoughts and advice for data teams

Blue Margin helps middle-market companies turn their data into a strategic asset through automated dashboards and data solutions. By simplifying the flow of information, we empower leaders to make confident, data-driven decisions that drive growth and efficiency. Learn more at bluemargin.com.

In this episode of The Dashboard Effect, host Brick is joined by Blue Margin account executive Greg to demystify what it really means to “prepare your data for AI.” Rather than focusing on flashy tools and hype, they dig into the foundational steps, like building a modern data lakehouse and semantic layer, that are essential for long-term ROI. You’ll also hear why many companies are pulling back on generative AI pilots and what it takes to avoid falling into the “trough of disillusionment.”

Whether you’re just starting your AI journey or looking to get real results from your investments, this episode offers a grounded, strategic perspective.

Learn more: https://bluemargin.com