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AI Dashboard Workshops · Plano & Collin County

AI dashboard workshops for Plano teams that want answers, not weekends.

We come to your Plano office and teach your team to build a dashboard from your own numbers. They export from the tools you already use, like QuickBooks or a spreadsheet, and build on their own computers with the AI they already have: Claude, ChatGPT, Gemini or Copilot. We teach it, your team builds it, you keep it.

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4 or 8 hr
Sessions sized to your team
0
Developer tools needed
Your data
Built from your own exports
Yours
You keep the dashboard
Plano, TX

AI dashboard workshops, in person for Plano businesses.

Plano is the corporate-headquarters capital of North Texas. Legacy West alone landed Toyota's North American HQ, FedEx, JPMorgan Chase, and Liberty Mutual — and AT&T is relocating its global headquarters to the city, bringing thousands of employees into the Legacy business district.

For the small and mid-sized businesses operating in that shadow — firms in Legacy, along the Dallas North Tollway, and across Plano's established commercial corridors — the bar for technology and security is set by those Fortune 500 neighbors. Clients increasingly expect the same standards from a 20-person company as from a 20,000-person one.

RZR Solutions brings that caliber of IT and security down to a small-business scale and budget. We're veteran-owned and local, built to make a small Plano company run like it has an enterprise IT department behind it.

Sound familiar?

The answers are already in your own data.

Most Plano owners and finance leads know the feeling. The hard part is seeing the answers without a weekend of work.

90 days late

A customer is 90 days late the same week you have to make payroll.

Nights and weekends

You spend nights and weekends in spreadsheets to find out who owes you and whether you made money.

Bank to books

You match the bank to the books line by line, and month-end is where it hurts.

What we teach, and where we stop

We call the line the wall.

The workshop ends with a dashboard your Plano team runs on its own device.

We teach you to build it and run it on your own device. We do not teach putting it on a server or in the cloud. That is where a spreadsheet project turns into a security and hosting project, and we would rather tell you that up front. When you want it shared, secured and customized past the basics, that is Build and Host.

See it before you book

Open a finished dashboard.

Brazos Valley Supply Co. is a made-up company with made-up numbers.

The live Finance dashboard shows what your team builds toward. Six more are on the way, each marked Coming soon until it is live. Open the live Finance dashboard.

FAQ

AI Dashboard Workshops in Plano — answered.

Do you run dashboard workshops on site in Plano?
Yes. We're based in McKinney and we come to your office in Plano and sit with your team. We build on your own computers, from data exported from the tools you already use.
Which AI does my Plano team need?
Whichever you already have: Claude, ChatGPT, Gemini or Copilot. It is plain browser chat, not developer tools, and nobody needs a coding background.
What kinds of Plano businesses is this for?
The same small and mid-sized teams RZR works with across Plano — owner-led companies, professional firms and practices — anyone with a finance or operations lead who wants to know who owes them and whether they made money without a weekend in spreadsheets.
Do we have to put it on a server?
No, and we do not teach that. The workshop ends with a dashboard your team runs on its own device. When you want it shared, secured and hosted, that is Build and Host, and we talk about it on a call.

What would you stop doing
in spreadsheets in Plano?

Tell us where month-end hurts. We will tell you whether a dashboard your team builds can take it.

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📞 Tap to Call — 972-904-1559