SBACoach Consulting

Project Management, Business Analysis, Technical Training, AI

UNIQUE APPROACH
Change is about culture, behavior, and mindset. We bring a mindset that helps build the skills and motivate the team toward strategic goals. 

• IT services for business analysis, implementation, and software deployment.
• Coach business owners how to achieve strategic business goals and operational objectives.
• Project Management and DevOps for migration to Microsoft 365.

We can all help others get online with hardware and software and teach them how to access technology.

Connecticut is addressing the issue of digital equity to help us all get online. Yes, poverty is a factor; also consider those with disabilities and veterans. Of course, some barriers are age, literacy, and fear of privacy or even trusting someone to advise those who want and need technology.

We know shopping, communication with family and friends, and personal business are the top three reasons we use our devices. However, for others, just getting access to public services is a challenge. More and more, we are asking users to apply for their state and federal needs online.

This is where all of us technical professionals looking for work can help our state.

SBACoach Consulting is an organization that helps users purchase hardware, software, and internet services to match their aptitude and requirements. We are one of many IT professionals available to help Connecticut residents get online.

Ask any IT professional that is looking for work. High probability they want to help.

10.1 Acceptance and Evaluation Criteria (Products)
10.2 Backlog Management
10.3 Balanced Scorecard
10.4 Benchmarking and Market Analysis
10.5 Brainstorming
10.6 Business Capability Analysis
10.7 Business Cases
10.8 Business Model Canvas
10.9 Business Rules Analysis (Products)
10.10 Collaborative Games
10.11 Concept Modelling
10.12 Data Dictionary
10.13 Data Flow Diagrams
10.14 Data Mining
10.15 Data Modelling (Products)
10.16 Decision Analysis
10.17 Decision Modelling
10.18 Document Analysis
10.19 Estimation
10.20 Financial Analysis
10.21 Focus Groups
10.22 Functional Decomposition
10.23 Glossary
10.24 Interface Analysis
10.25 Interviews
10.26 Item Tracking
10.27 Lessons Learned
10.28 Metrics and Key Performance Indicators (KPIs)
10.29 Mind Mapping
10.30 Non-Functional Requirements Analysis
10.31 Observation
10.32 Organizational Modelling
10.33 Prioritization
10.34 Process Analysis (Processes)
10.35 Process Modelling (Processes)
10.36 Prototyping
10.37 Reviews
10.38 Risk Analysis and Management
10.39 Roles and Permissions Matrix
10.40 Root Cause Analysis
10.41 Scope Modelling
10.42 Sequence Diagrams
10.43 Stakeholder List, Map, or Personas (People)
10.44 State Modelling (Products)
10.45 Survey or Questionnaire
10.46 SWOT Analysis
10.47 Use Cases and Scenarios (Processes)
10.48 User Stories (Products)
10.49 Vendor Assessment
10.50 Workshops

Microsoft 365 Quick Starts
Get up and running quickly with the basic info you need to be productive right away.
https://support.microsoft.com/en-au/office/microsoft-365-quick-starts-25f909da-3e76-443d-94f4-6cdf7dedc51e

Microsoft 365 Training

https://support.microsoft.com/en-us/training

Achieve more with innovative Office apps, intelligent cloud services, and world-class security.
https://learn.microsoft.com/en-us/training/m365

Create reports and dashboards in Power BI – documentation.
Power BI documentation provides expert information for creating reports, dashboards, metrics, and paginated reports.
https://learn.microsoft.com/en-us/power-bi/create-reports

MICROSOFT SUPPORT – Licensing
• Install Microsoft 365
• Manage your subscriptions
• Manage payment and billing
https://support.microsoft.com/en-US

MICROSOFT LEARN – Software Technology

Technical documentation
Search for in-depth articles on Microsoft developer tools and technologies.
https://learn.microsoft.com/en-us/docs/

Microsoft Certifications
Earn certifications that show you are keeping pace with today’s technical roles and requirements. Microsoft has certification paths for many technical job roles. Each of these certifications consists of passing a series of exams to earn certification.
https://learn.microsoft.com/en-us/certifications/

Browse All Learning Paths and Modules
Learn new skills and discover the power of Microsoft products with step-by-step guidance. Start your journey today by exploring our learning paths and modules.
https://learn.microsoft.com/en-us/training/browse/?products=m365

ADOPTION – Training for the Trainer

https://adoption.microsoft.com/en-us
We’ve compiled an easy-to-follow how-to guide that walks you and your team, step-by-step, through the best way to roll out Microsoft 365 to your organization.
https://adoption.microsoft.com/en-us/microsoft-365/

Microsoft Teams Adoption
Microsoft Teams is the hub for teamwork in Microsoft 365, bringing people, conversations, and content all together.
https://adoption.microsoft.com/en-us/microsoft-teams/

SharePoint Adoption
Microsoft SharePoint in Microsoft 365 has been designed to make it easier for anyone to create dynamic sites and pages that are mobile ready.
https://adoption.microsoft.com/en-us/sharepoint/

 

Claude AI

Similar to Co-Pilot, Claude has a Free version. This is the result when prompted for an example of a Cash Flow spreadsheet: AI Generated Cash Flow table code which when pasted to a new page, looks like this: Cash Flow Code for New Page and then to prompt to produce a handout for  Cash Flow training explanation. The other option would be to use Claude for Teams. This is the paid for version. 

Claude also comes in handy to help design a memebership database. Here is a sample interface: Mobile Admin Interface Management Dashboard




Category January February March April May June July August September October November December Annual Total
Beginning Cash Balance $10,000 $12,500 $15,200 $18,100 $20,600 $24,800 $28,900 $33,200 $37,000 $40,600 $44,100 $48,200
CASH INFLOWS
Income / Sales $15,000 $15,200 $15,400 $15,000 $16,800 $17,500 $18,000 $17,500 $16,800 $16,500 $17,200 $18,500 $199,400
Investments $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0
Loans / Financing $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0
Other Income $500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $6,000
Total Cash Inflows $15,500 $15,700 $15,900 $15,500 $17,300 $18,000 $18,500 $18,000 $17,300 $17,000 $17,700 $19,000 $205,400
CASH OUTFLOWS
Salaries & Wages $6,000 $6,000 $6,000 $6,000 $6,000 $6,500 $6,500 $6,500 $6,500 $6,500 $6,500 $7,000 $76,000
Rent/Lease $2,500 $2,500 $2,500 $2,500 $2,500 $2,500 $2,500 $2,500 $2,500 $2,500 $2,500 $2,500 $30,000
Utilities $800 $750 $700 $650 $600 $650 $700 $750 $700 $650 $700 $800 $8,450
Supplies $1,200 $1,000 $1,100 $1,000 $1,200 $1,300 $1,200 $1,100 $1,300 $1,200 $1,300 $1,400 $14,300
Marketing $1,000 $1,200 $1,000 $1,200 $1,000 $1,200 $1,000 $1,200 $1,000 $1,200 $1,000 $1,500 $13,500
Insurance $400 $400 $400 $400 $400 $400 $400 $400 $400 $400 $400 $400 $4,800
Loan Payment $800 $800 $800 $800 $800 $800 $800 $800 $800 $800 $800 $800 $9,600
Taxes $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $4,500 $4,500
Equipment $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $2,500 $2,500
Other Expenses $300 $350 $400 $350 $400 $450 $400 $450 $400 $450 $400 $500 $4,850
Total Cash Outflows $13,000 $13,000 $12,900 $12,900 $12,900 $13,800 $13,500 $13,700 $13,600 $13,700 $13,600 $21,900 $168,500
NET CASH FLOW $2,500 $2,700 $3,000 $2,600 $4,400 $4,200 $5,000 $4,300 $3,700 $3,300 $4,100 ($2,900) $36,900
ENDING CASH BALANCE $12,500 $15,200 $18,200 $20,700 $25,000 $29,000 $33,900 $37,500 $40,700 $43,900 $48,200 $45,300 $45,300


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