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 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.
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.
Here is another example of how Claude can create an interactive graph to demonstrate how many years your retirement savings will last given current rates. ≅ The calculations use the present value of annuity formula to determine how much you can withdraw annually while accounting for the fact that your money is growing at 2% but inflation is eating away at 3%, resulting in a real decline of 1% per year. This gives you a more realistic view of sustainable retirement withdrawals.
Claude can also be used to explore a rule-breaking business model. Here is an example of how the Business Model Canvas would look for Fractional Sourcing intermediary which is the same as a forum to find and match buyers of skills and sellers of labor, just as in the case of a Fractional C-Suite sourcing model. Here, let’s see if this looks right: Business Model Canvas
Here are the Generative AI products that I suggest you try: ChatGPT, Perplexity, Claude, Gemini, and NotebookLM. Have fun and remember to only use what you want to share with the entire world because once online, it is for all to see.
| 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 |
Business Analysis Tools
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