A free set of recorded lessons, about 15 minutes each, for University Park 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.
University Park is one of the most affluent communities in the country — an enclave of the “Park Cities” just north of downtown Dallas, anchored by Southern Methodist University and known for its top-ranked schools and tree-lined streets.
Though primarily residential, its business life centers on the professional practices, upscale retail and dining at Snider Plaza and Preston Center, and SMU-adjacent firms that serve a highly educated, high-income community.
RZR Solutions gives University Park's professional practices and small businesses a local, veteran-owned IT partner that matches the standard a discerning market expects — enterprise-grade security and support, sized and priced for a small business.
Every lesson uses a made-up company with made-up numbers, so your University Park 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.