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Dashboard Training Library · Plano & Collin County

Short lessons for the step your Plano team is stuck on.

A free set of recorded lessons, about 15 minutes each, for Plano 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.

Free
No cost to watch
15 min
About one lesson per step
6
Tracks, orientation to the wall
Soon
Early access is open
Plano, TX

Free dashboard training for Plano teams.

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.

Six tracks

From orientation to the wall.

Every lesson uses a made-up company with made-up numbers, so your Plano data never goes into a lesson.

Orientation

What we are building and why, plus a starter kit: a fake dataset, a prompt pack, a security checklist.

Data

What your accounting data actually looks like, and cleaning it so the dashboard can trust it.

Build

Your first tile from a CSV, receivables aging with drill-down, late-payer ranking, cash position and the owner summary.

Deploy

Where it runs, sharing it safely with the leadership team, and refreshing the data without breaking it.

Security

Using AI on financial data: what never gets pasted, why, and securing the dashboard itself.

The wall

Live QuickBooks data and APIs, plus monitoring that finds problems before they become issues.

Early access

Leave your email, get each lesson first.

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.

Get early access

FAQ

Dashboard Training Library in Plano — answered.

Is the dashboard training library free for Plano teams?
Yes.
When will the lessons be ready?
As each one is recorded. Nothing is recorded yet, and the early-access list hears first.
Is this for Plano businesses like ours?
It is for teams across Plano — owner-led companies, professional firms and practices — that want to build a dashboard from their own data without a developer.
Do we need the workshop first?
No. The library stands on its own.

Rather talk it through
with a Plano team?

A conversation first. We will tell you whether the workshop, the library or both fit your team.

📞 Tap to Call — 972-904-1559