A free set of recorded lessons, about 15 minutes each, for Coppell teams building a dashboard from their own data. Nothing is recorded yet. Join the early-access list and you get each lesson the day it is ready.
Coppell sits right at the doorstep of DFW International Airport, where Interstate 35E, State Highway 121, and the President George Bush Turnpike intersect — making it one of the Metroplex's premier logistics and corporate addresses, anchored by The Container Store's headquarters and operations for Amazon, UPS, and Quest Diagnostics.
Around those names is an affluent, business-friendly community with top-rated schools and a dense layer of small and mid-sized firms in logistics, technology, healthcare, and professional services.
RZR Solutions gives Coppell's businesses a local, veteran-owned IT partner that takes uptime and security as seriously as a logistics-driven city demands — enterprise-grade systems sized and priced for a small business, headquartered nearby in McKinney.
Every lesson uses a made-up company with made-up numbers, so your Coppell data never goes into a lesson.
What we are building and why, plus a starter kit: a fake dataset, a prompt pack, a security checklist.
What your accounting data actually looks like, and cleaning it so the dashboard can trust it.
Your first tile from a CSV, receivables aging with drill-down, late-payer ranking, cash position and the owner summary.
Where it runs, sharing it safely with the leadership team, and refreshing the data without breaking it.
Using AI on financial data: what never gets pasted, why, and securing the dashboard itself.
Live QuickBooks data and APIs, plus monitoring that finds problems before they become issues.
You get the Practical AI Guide today, each lesson the day it is recorded, and the occasional note from us.
The library stands on its own, and you do not need the workshop to use it. Unsubscribe any time.
A conversation first. We will tell you whether the workshop, the library or both fit your team.