A free set of recorded lessons, about 15 minutes each, for DeSoto 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.
DeSoto is an established residential and commercial community in southern Dallas County, one of the founding cities of the “Best Southwest” partnership just minutes south of downtown Dallas.
Its economy runs on healthcare, logistics and distribution, retail, and a broad base of small businesses, benefiting from the region's low cost of doing business, available land, and strong interstate and rail access that have drawn names like Amazon, Frito-Lay, and major distribution operations to the area.
RZR Solutions gives DeSoto's small businesses, practices, and distributors a local, veteran-owned IT partner that delivers enterprise-grade protection and support, sized and priced for a small business.
Every lesson uses a made-up company with made-up numbers, so your DeSoto 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.