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Software Training Opportunities
Customized or Pre-Existing Programs

Prices start at $50/hour and vary based on each customer's needs. Just as with custom work on your home, custom training is more expensive, but it is worth it.

Intead of sitting through training in a large room with hundreds of people going over information you already know or don't need, Eileen gives you custom treatment covering only the items you choose. You can give Eileen a list of items you want to cover, or you can choose from a list of items or a pre-made package session.

Eileen has experience teaching beginner, intermediate, and advanced users. She will go as slowly or as quickly as you want or need and always includes practice and review during her sessions to make sure you accomplish the task, master the skill, and remember it for the future.

Handouts are available: $5 per page up to $30.

Online videos are available. They are packaged in 2-3 minute tutorials for quick and easy reference as needed. They are available for $5 each. These are sent via link now, but they will be available for easy paypal payment and instant download on the spot.

 

 

Small Business Software Training Opportunities

Small business owners are always pressed for time. All training is done at your place of business at your convenience. Preview the training opportunities using the links below.

Office Efficiency Tasks

There are so many efficiency features in popular software that most small business owners already own. If you would like to work more efficiently in your office tasks, so you can get to the things you do best, click on the link below to see what tasks you could do more efficiently with some training.

Microsoft Word

  • Create Newsletters to post on your website or email to your customers
  • Create coupons to send to your customers digitally
  • Create a personalized email to send to your customers using an Excel directory created by you

Microsoft Excel

  • Create spreadsheets that will add and subract cash flow to balance your books
  • Apply formulas that will move your monthly totals to one sheet for yearly tax purposes
  • Tag cells with notes to help you remember information for tax purposes
  • Create a directory of customers that can be contacted via mail or email using your directory

Microsoft Outlook

  • Create a calendar of tasks to be completed with reminders to help you stay on task on time.
  • Link calendars to other employees to assign tasks or keep track of employee schedules
  • Create a group distribution list to email multiple people at once
  • Track all events with category labels for tax purpose

Software Training Workshops

Excel or Google Spreadsheet Basic Level (3 hours total)

  • Introduce spreadsheet terminology
  • set up a spreadsheet with multiple worksheets
  • name each worksheet with a personalized name
  • become familiar and comfortable with the layout and where to locate the most commonly used features such as font size and style, formatting buttons, undo, redo, center, and AutoSum
  • learn shortcuts for recurring tasks such as cut, copy, past, moving data, and copying down
  • navigate through the spreadsheet easily to save time
  • apply basic formulas for adding, subtracting, multiplying, dividing, and averaging

Excel or Google Spreadsheet Charts and Graphs (3 hours total)

  • review shortcuts for common Excel functions
  • review spreadsheet terminology such as cell, column, row, column name, row name, cursor, formula bar
  • create a pie graph using data that is given to you
  • create a bar chart using data that is given to you
  • create a chart to show longitudinal growth using data that is given to you

Crystal Reports (Personlized for Each Customer)

This training has to be personalized to each school depending upon the system used. Usually, data has to be queried using Crystal Reports. It is returned to you in a text file which you must convert in Excel or another spreadsheet.

Excel or Google Spreadsheets Intermediate Level (6 hour workshop)

  • This workshop requires the user to be familiar with everything in the Basic Level course. This workshop will pick up where the Basic Level left off.
  • resize rows and columns to make all data easy to read
  • apply wrap text and merge and center for improved formatting and legibility
  • tilt your text for improved legibility
  • apply formatting to numbers from percent to currency to general numbers
  • increase or decrease the number of decimals
  • set formulas to calculate and show the answer in a non-contiguous cell on the same worksheet
  • set formulas on different worksheets to add, subtract, multiply, divide, and average
  • create a totals worksheet that will show the totals from each worksheet all in one place
  • change print settings to print with or without grid
  • apply a header and a footer for each worksheet

Excel or Google Spreadsheet Proficient Level (6 hours)

  • This workshop requires the user to be familiar with everything in the Basic and Intermediate Level workshops. This workshop will pick up where the Intermediate Level left off.
  • cursory review of printer setting options
  • set row one to print at the top of all pages
  • review of functions which pull data from different worksheets
  • freeze panes to make certain rows and/or columns remain stationary as you scroll
  • apply ‘count’ formulas to count the total the number of occurrences in non-blank cells
  • apply ‘ifcount’ formulas to count the number of occurrences in non-blank cells that meet a criteria
  • apply conditional formatting to the entire spreadsheet to apply color or formatting when specified criteria is met
  • write ‘if’ statements that will complete a task if one of two criteria is met
  • write ‘if-then’ statements that will complete a task

Excel or Google Spreadsheet Advanced Level (6 hours)

  • This workshop is most useful when analyzing large amounts of data. All participants should be well versed with all skills listed in the Basic, Intermediate, and Proficient Level workshops.
  • conditional formatting
  • freezing panes
  • printer settings
  • if-then statements
  • pivot table - useful to summarize, analyze, explore, and present summary data
  • pivot chart - help you visualize PivotTable report summary data so that you can easily see comparisons, patterns, and trends

Microsoft Word Detailed

Microsoft Word can be used for much more than typing essays and business letters, but even if that is all you use it for, there are shortcuts that can save you time for repetitive functions. Below are some special functions that are available in Microsoft Word that few are aware of.

  • Personalized letter head
  • Newsletters with columns, text boxes, images, and captions
  • Repetitive formatting
  • Alphabetizing information
  • Sorting information
  • Creating personalized mailings (mail merge) with personalized envelopes for mailings
  • Creating brochures
  • Decorating reports or announcements with borders
  • Creating a Table of Contents
  • Tracking changes to retain edits until the final copy is ready to go to print
  • Split windows to view two parts of the same document at the same time
  • Arrange two files side by side, so they scroll simultaneously
  • Run a macro to complete repetitive functions with a single key stroke
  • Zoom in and out for more enjoyable viewing
  • Create standardized forms with standardized choices that cannot be changed by the shared user
  • Lock documents for read-only viewing
  • Share your files as a .pdf document for easy viewing online and among different platform user

Creating Newsletters or Newspapers in Microsoft Word (Basic Level Skills Required – 3 hours)

  • Use templates to create a professional newsletter
  • Modify a template to create your professional newsletter
  • Create a newsletter from scratch
  • Insert text boxes
  • Fancy formatting
  • Linking text boxes on different pages to continue stories from one page to another
  • Applying Format Painter for identical formatting needs
  • Shading text boxes for emphasis
  • Borders around text boxes for emphasis
  • Applying Save As function to create a new file which can be changed without losing your original file
  • Inserting clip art and photos with captions
  • Formatting graphics for use as a background

Creating Tri-fold Brochures in Microsoft Word (Basic Level Skills Required – 3 hours)

You don’t need to pay a professional to create a professional-looking brochure for your school or company. All you need is Microsoft Word or any major word processing program and the skills listed below.

  • Use templates to create a professional brochure
  • Modify a template to create your professional brochure
  • Create a tri-fold brochure from scratch
  • Insert text boxes
  • Fancy formatting
  • Linking text boxes on different pages to continue information from one section to another
  • Applying Format Painter for identical formatting needs
  • Shading text boxes for emphasis
  • Borders around text boxes for emphasis
  • Applying Save As function to create a new file which can be changed without losing your original file
  • Inserting clip art and photos with captions
  • Formatting graphics for use as a background

Microsoft Word Intermediate Level

Mail Merge for Administrative Uses (must be at the Excel and Word Intermediate Level – 3 hour workshop)

Mail merge uses the information stored in a data file such as Excel or Access and merges it into a text file in Word or Outlook to create such items as personalized letters, envelopes, and emails. Uses: invitations to graduation, sports banquets, prom, and other special occasions; letters of promotion or academic standing; information regarding scholarships

  • Create an Excel data file with headings for email, student first, student last, gender, GPA, parent/guardian title, parent/guardian first name, parent/guardian last name, street address, city, state, zip, home phone, cell phone
  • Populate the data file with information for three individuals
  • Create a personalized letter or progress report to the parent/guardian of a student with information about that child
  • Format and print personalized envelopes for each letter
  • Create a personalized email in Outlook to parents/guardians which will be sent to the individual’s email with personalized information about the child.
  • Receive a text file from such database programs as PowerSchool, SASI, or AS400 and import it into Excel to avoid having to type all of that information
  • Select certain people from the database to receive the letter
  • Print straight from the mail merge
  • Save all letters into a Word document for individualized editing

Time-saving Tips for Classroom Uses (must be at the Excel and Word Intermediate Level – 3 hour workshop)

How many times do you write your new students’ names throughout the year? With one file that you create, you can print out student names on name cards, notecards, index cards, postcards, labels of all sizes, welcome letters, and more. You can also create spelling words, math facts, and vocabulary words with definitions for easy replication for students to cut out and use at home.

  • Create an Excel data file with headings and student information
  • Populate the data file with information for eight individuals
  • Create a personalized welcome letter to three students in your file/class
  • Create name cards for all students in your file
  • Create an individualized invitation to a poetry slam or to the prom
  • Select certain people from the database to receive the letter
  • Print straight from the mail merge
  • Save all letters into a Word document for individualized editing
  • Create an Excel file with multiple, labeled tabs with student study information to be emailed home or saved to your website for easy download at home

Other Data Analysis Services

EFP Technology Solutions offers data analysis services to take you farther than any one Excel spreadsheet can take you. Click here to see data analysis services EFP Technology Solutions provides.

 

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