A free set of recorded lessons, about 15 minutes each, for Southlake 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.
Southlake is one of the wealthiest cities in Texas, with a median household income well into the six figures and the top-rated Carroll ISD at its core. Its upscale Southlake Town Square — 100-plus shops, restaurants, and offices — anchors a polished, professional business community.
Beyond retail and hospitality, Southlake's economy runs on technology, finance, healthcare, and professional services, with names like travel-tech giant Sabre headquartered here and over 2,500 businesses competing in an affluent, demanding market just minutes from DFW airport.
RZR Solutions brings enterprise-grade IT, security, and automation to Southlake's businesses — a local, veteran-owned team that meets the high bar an affluent, fast-moving market expects, without the enterprise price tag.
Every lesson uses a made-up company with made-up numbers, so your Southlake 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.