TECHNOLOGY TRAINING & COACHING
Technology Training & Coaching for Small Businesses
Technology is most useful when people understand how to use it confidently in their everyday work.
Small businesses often invest in computers, software, cloud services, business applications, and productivity tools without receiving enough practical guidance on how to use them.
HispanoTech provides practical technology training and coaching for small-business owners, managers, and employees.
Our goal is not to overwhelm people with technical terminology. We focus on the actual work they need to accomplish and explain the technology in clear, understandable language.
Training and coaching are available in English and Spanish.
TRAIN FOR THE WORK PEOPLE ACTUALLY DO
Practical Training for Real Business Needs
Most small-business owners and employees do not need to become technology experts. They may simply need to know how to:
- Organize email and calendars
- Find and share files
- Collaborate with coworkers
- Use spreadsheets more effectively
- Work with business applications
- Avoid common technology mistakes
- Use software they already have
- Use AI appropriately for everyday work
- Protect business information
- Complete routine tasks more efficiently
Training can be built around the business’s actual applications, documents, workflows, and day-to-day challenges rather than generic software demonstrations.
You do not need to know the technical name for what you want to learn. Tell us what you are trying to accomplish or what is causing frustration, and we can start there.
MICROSOFT 365 TRAINING
Get More From the Microsoft 365 Tools You Already Have
Microsoft 365 includes many applications and services that small businesses may already be paying for but not using effectively.
Training can be adapted to the Microsoft tools your business actually uses:
- Outlook
- Teams
- OneDrive
- Word
- Excel
- PowerPoint
- OneNote
- Shared calendars and documents
- File organization and sharing
- Microsoft To Do
- Planner
- Forms
- Bookings
- Available Copilot and AI features
The objective is not to teach every feature. We concentrate on the applications and workflows that can help employees communicate, organize information, collaborate, and work more efficiently.
For setup, migration, troubleshooting, and administration, see Microsoft 365, Outlook & Teams.
EMAIL + COLLABORATION
Outlook, Email & Microsoft Teams Coaching
Outlook & Email Productivity
Email and calendars are everyday business tools, but inefficient habits can consume a surprising amount of time.
- Inbox organization
- Folders, categories, and search
- Email management techniques
- Calendar management
- Meeting invitations
- Shared calendars
- Contacts and scheduling
- Mobile email
- Signatures and common settings
- Recognizing suspicious messages
Small improvements in everyday email and calendar habits can save time throughout the year.
Microsoft Teams & Collaboration
Collaboration tools work best when employees understand not only where to click, but also how the tools fit together.
- Teams navigation, chat, teams, and channels
- Online meetings and calendars
- File sharing and shared documents
- Teams, OneDrive, and SharePoint
- Planner and task management
- Forms and polls
- Meeting notes and follow-up
- Appropriate use of available AI meeting features
The goal is to help employees understand when and how to use the tools so collaboration becomes easier rather than more complicated.
GOOGLE WORKSPACE TRAINING
Practical Google Workspace Training
Businesses using Google Workspace can receive practical guidance based on the applications and workflows they use every day.
- Gmail
- Google Calendar
- Google Drive
- Google Docs
- Google Sheets
- Google Meet
- Shared files and folders
- File organization
- Collaboration and sharing
- Everyday productivity workflows
We focus on real business tasks rather than simply demonstrating software features.
For configuration, migration, and technical support, see Google Workspace.
BUSINESS APPLICATIONS + DATA
QuickBooks, Excel & Spreadsheet Coaching
QuickBooks Technology Coaching
Employees may need help becoming comfortable with the technology surrounding QuickBooks.
- Getting comfortable with the application
- New-user technology orientation
- File and document organization
- Multi-user technology environments
- Computers and devices used with QuickBooks
- Backup and data-protection practices
- General workflow and productivity guidance
HispanoTech provides technology support and coaching around QuickBooks. Accounting, bookkeeping, tax, and financial decisions should be handled by the appropriate accounting or financial professional.
For technical assistance, see QuickBooks Technology Support.
Excel, Spreadsheets & Business Data
Spreadsheets remain one of the most flexible tools available to small businesses. Training can use the spreadsheets employees actually work with.
- Basic formulas
- Sorting and filtering
- Organizing business information
- Inventory and material tracking
- Estimating worksheets
- Lists and records
- Data cleanup
- Basic reporting
- Improving existing spreadsheets
Depending on the business, we can also help employees work with alternatives such as LibreOffice Calc and other appropriate productivity tools.
For broader workflow solutions, see Business Productivity Tools.
PRACTICAL AI TRAINING
Help Employees Use AI for Real Business Work
Many small-business owners and employees are interested in artificial intelligence but are unsure where it is useful, which tools to use, or what information is appropriate to share with an AI service.
Training can include tools such as ChatGPT, Microsoft Copilot, Claude, Gemini, and other AI services when appropriate.
- Understanding what AI can and cannot do
- Identifying useful business tasks
- Writing clear instructions and prompts
- Working with documents and spreadsheets
- Drafting emails and business communications
- Organizing and summarizing information
- Creating procedures and checklists
- Reducing repetitive administrative work
- Reviewing and verifying AI-generated output
- Protecting confidential and sensitive information
- Recognizing when AI is not the right tool
- Using AI responsibly in everyday workflows
We focus on practical applications rather than technical AI theory.
For a broader look at AI and automation for everyday business work, see Practical AI for Small Business.
START EMPLOYEES WITH A SOLID FOUNDATION
New Employee Technology Onboarding
New employees can lose valuable time when they receive accounts and equipment but little explanation of how the business expects those tools to be used.
- Computers and devices
- Business email
- Microsoft 365 or Google Workspace
- File storage and sharing
- Teams and communication tools
- Business applications
- Printers and office technology
- Password and account practices
- Basic cybersecurity awareness
- Backup and file-storage practices
- Company technology procedures
- Everyday workflows
Training can be based on the business’s own environment so new employees learn how technology is actually used in that organization.
EVERYDAY CYBERSECURITY AWARENESS
Help Employees Recognize Common Technology Risks
Many technology problems begin with ordinary user decisions rather than complicated technical failures.
- Recognizing suspicious emails and phishing attempts
- Safer password and account practices
- Multi-factor authentication
- Handling unexpected links and attachments
- Protecting customer and business information
- Using public or unfamiliar Wi-Fi more carefully
- Recognizing common warning signs
- Knowing when to stop and ask for help
The objective is not to turn employees into cybersecurity professionals. It is to help them recognize common risks and make better everyday decisions.
COACHING FOR OWNERS & MANAGERS
Sometimes You Need Guidance, Not Troubleshooting
Business owners and managers may have questions such as:
- “Which software should we use?”
- “Are we paying for tools we don’t need?”
- “Can we do this with the software we already have?”
- “Is there a lower-cost or open-source alternative?”
- “How should we organize our files?”
- “Should we use Microsoft 365 or Google Workspace?”
- “Could AI or automation save us time?”
- “How should new employees be trained?”
- “What technology should we improve next?”
- “Is there an easier way to do this?”
HispanoTech is vendor-neutral. We can consider commercial software, free and open-source tools, existing applications, automation, and AI based on what actually fits the business’s needs and budget.
You can ask the question in plain language. You do not need to research products or diagnose the technology before contacting us.
For broader planning and technology decisions, see Technology Consulting.
TRAINING DOESN’T HAVE TO BE A CLASSROOM
One Person, a Small Group, or Your Team
Training does not have to be a large formal program. Depending on the need, HispanoTech can help an owner who wants to understand a new application, a manager learning a better workflow, a new employee getting started, a few employees who need help with the same tool, or a team adopting a new business system.
The training can be adjusted to the people involved, what they already know, and what they need to accomplish.
The objective is not to teach technology for the sake of technology. It is to help people do their jobs more effectively.
ENGLISH + SPANISH
Technology Training in English & Spanish
Technology is easier to learn when it is explained clearly and in a language the learner understands comfortably.
HispanoTech provides technology coaching and guidance in English and Spanish for small-business owners and employees.
This can be especially useful for businesses where owners, managers, office employees, field employees, or other team members do not all have the same language preference or level of technical experience.
Our goal is clear communication—not technical jargon.
Learn more about our Bilingual Technology Support.
YOUR BUSINESS, YOUR TOOLS, YOUR WORKFLOWS
Training for the Technology Your Business Actually Uses
A restaurant, contractor, professional office, retail business, service company, nonprofit, or family-owned business may use very different combinations of technology.
That is why training should be based on the tools and work people actually encounter—not a predetermined technology curriculum.
Whether your business has two computers and a printer or a growing team using cloud applications, shared files, business email, spreadsheets, QuickBooks, and AI tools, we can focus on what your people need to know.
See examples of the businesses we work with on our Industries We Serve page.
COMMON QUESTIONS
Technology Training & Coaching Questions
Is this formal classroom training?
Not necessarily. Training can be practical and conversational, with examples based on the technology and tasks your business actually uses.
Can you train one person?
Yes. Coaching can be useful for an individual owner, manager, employee, or new hire as well as for small groups and teams.
Can training focus on our actual business files and workflows?
When appropriate, training can be built around the applications, processes, and examples your employees actually use. Sensitive or confidential information should be handled appropriately during training.
Do you provide Microsoft 365 training?
Yes. Training can include Outlook, Teams, OneDrive, Word, Excel, PowerPoint, OneNote, Planner, To Do, Forms, Bookings, and other relevant Microsoft 365 tools.
Can you help employees learn AI tools?
Yes. Training can include practical use of tools such as ChatGPT, Microsoft Copilot, Claude, Gemini, and other appropriate AI services, including responsible use, verification, privacy considerations, and identifying tasks where AI may or may not be useful.
Can training be provided in Spanish?
Yes. HispanoTech provides technology guidance in English and Spanish and can support bilingual business environments.
Do my employees need to know technical terminology?
No. Employees can explain what they are trying to do or where they are having difficulty. We can work from there.
For additional questions, visit our Frequently Asked Questions.
GET MORE FROM WHAT YOU ALREADY HAVE
Help Your Team Get More From the Technology You Already Have
You may not need another application or another subscription. Sometimes the biggest improvement comes from helping people use existing technology more effectively.
Tell us what your employees need to learn, what is causing confusion, or which everyday tasks could be easier. We can help identify a practical training approach.
Practical technology training for small businesses—in English and Spanish.