Below is more information on two of our most popular services. We are always looking to help and would love to know how we can help you! Let us know if you would like more information on any of the below or if you have a need that is not yet listed. We are excited you found us and even more excited to get to work!
Shannon can help get PlanProphet up and running for you. Once it is fully integrated with your MIS, she can help set up custom reports and dashboards. She can launch personalized communications. She can onboard all new users.
Shannon's goal is to maximize your ROI to PlanProphet and to allow you to reach your goals. She knows the program better than most and is excited to share her knowledge with you. She is available to train you or to simply do it for you - whichever approach works best for you.
Excel is a powerful tool... if you know how to use it. We can create custom spreadsheet templates just for you! We have a database of generic spreadsheets for sale and all of them can be personalized. We also offer Excel training for the new user. Classes are offered virtually using Microsoft Teams, or can be scheduled in person if the need should arise.
*Calendar to come with prescheduled classes.*
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