SERVICES

summary

  • Tutoring
  • Training
  • Spreadsheet and Document Services
    • Template Creation and usage
    • Document/Spreadsheet set-up
    • Troubleshooting
  • Consulting
    • Data
      • Database Administration and Maintenance
      • Data Management Strategy and Program
      • Data Analysis and Metrics
    • Best Practices
  • Small Business Set-up and Consulting
    • Navigating technology
    • Hardware / Software / Connectivity

Tutoring

  • Microsoft Office (Office 365, 2016, 2013, 2010, 2007)
    • Access
    • Excel
    • Word
    • PowerPoint
    • Outlook
    • Visio
    • Project
  • All of the above topics can include instruction on VBA (Visual Basic for Applications) as desired
 

TRAINING

 

Microsoft office *

 
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BootCamp

  • Standard training from a tried and true curriculum   OR
  • Tailored to your specific needs

Shadowing (BUT NOT IN A CREEPY WAY)

  • Observe employees in their natural habitat for a period of time
  • Provide recommendations for improved business processes and individual improvement
  • Conduct training

Logistics

  • All training can be conducted on-site (your place) or off-site (preferably involving a beach and umbrella drinks)
  • 1-on-1 training/tutoring can be conducted
    • face-to-face
    • online conference (using ZOOM)

*Office 365, 2016, 2013, 2010, 2007...

 

Your Software - CRM, ERP, Industry specific Programs

 

make full use of the programs you already own

  • Let's face it, software licenses can be expensive.  You want to make sure you are using the software to it's full potential.  Eliminate work-arounds.
  • While the playing field is rich with many types of software, it generally provides the following functionality:
    • Clients, Customers, Patients database
    • Vendors, Suppliers, Contractors database
    • Business Development / opportunity tracking
    • Calendars
    • Communications
    • Integrations with existing office software, other applications
  • We can analyze the capabilities of your software and how you are using it to determine what efficiencies can be gained
 

Spreadsheet and Document Services

 

We understand that you may not need personnel with advanced knowledge of MS Office on staff.  We can create templates and set-up your documents and spreadsheets and provide your employees with the training necessary to use them.

 

small business set-up & technology consulting

 

One of the (many) challenges that small businesses face is where to turn for help and advice.  You want someone who understands your situation and has navigated the same waters before.  You also want someone who realizes that you need capabilities and equipment the are "proportional" to your business size and budget.

The technology landscape is always changing, both in terms of equipment and services available.  Things may not have existed a year ago or may have been priced out of your reach that are available now.  Likewise, as online service companies grow, what was once free may now have a monthly or annual charge associated with it.  We can help you make sense of what's available.

  • Storage: Cloud / On-site
  • Collaboration: On-line meetings / Video Conferencing / Webinars
  • Website Development
  • Software