top of page

MENU OF SERIVICES

Our website is in live testing. 
If you would rather meet with us to select the best services for you

astronot.png

Consultation

An easy first step. This session will leave you with guidance and options that best fit your needs and your team’s capacity. 

​

Consulting Session.
Individuals or groups.

Next available Appointments: 

Week October 6th 

Free The Data
Platform as a Service (PaaS)

Free the Data is a fully configured platform designed and built by Two Cents Consultants for nonprofits ready to test the waters of AI. We want you to benefit from the last three years of our learning curve with this collection of integrated apps that we have found to be reliable and impactful.
 

The vision:

  • End the spiral of remapping between exports and Excel models.

  • Liberate teams from the frustrations of poorly organized documents and constant version conflict.

  • Jump past the abstract concept of AI into a usable, relevant and secure experience of tools you will soon be using every day.

  • Built in SharePoint (because you already pay for it)


Knowing the importance of a "single source of truth" we started simple with portfolio data that is well-structured and centrally located. From there it's been an iterative cycle of testing, using and clarifying a structured learning path with built-in guardrails, signposts, and milestones so progress feels clear and earned.

​​

What do we mean by platform? Think of it like a furnished virtual office. The walls act as governance, giving departments appropriate access roles and instilling confidence in security policies meant to encourage co-creating and collaborating. Each staff person enjoys the benefits of a "modern desktop" with embedded dashboards displaying their assigned portfolio, prioritized tasks for the day, and upcoming deadlines.
 

Perfect For: Organizations ready to move beyond spreadsheets and towards AI -- but unsure where to start. Teams who want to see the destination before planning the journey.

Special pricing through 12/31/2025 includes prep session,
four-week guided tour 
with guest access to platform

and "mind map" planning tool. 

Partner organizations registering together: 

Owner + Property Managment: $2500

Owner + Property Managment + Investor: $3500

freethedataccage.png
bridge.png

The Arc: Data as Keystone 

A six-week learning path of friendly, hands-on assistance for data handlers: analysts, asset managers, finance, accounting, proforma builders, and development project managers who are ready to begin building or using AI-enhanced solutions, tools, automated processes, virtual assistants and intelligent agents.  

​​​​​

Two Cents has tailored The Arc as the keystone of our platform. Embedded solutions (dashboards, power apps, automations, and webparts) are optimized by the proper configuration of structured data, a centralized knowledge library,  user roles and permissions that support a peer network to collaborate on workflows of affordable housing.

​​

Whether you work for a property management agent, owner, , government agency, lender or investor, this series will guide you in navigating a secure, cloud-based, AI-enhanced platform. Participants can request a secure portal to upload sample project/portfolio data and work with available dashboards and apps in a B2B-ready sandbox workspace.
 

​​​This is where Two Cents really shines: 33 years of experience, thousands of hours logged in AI tools, and a commitment to help nonprofits brings triple value in the form of relevant scenarios, savvy tech tools, and a feasible approach to encourage and build confidence in the balanced and responsible use of AI. 

This is a beginner-friendly series designed to share affordable options to get you started ​on the path towards AI readiness and a modern, cloud-based workspace.  
One step at a time. â€‹

Six-week series & Guest access to The Arc Platform

Special pricing through 12/31/2025.
Six-week series with multiple organizations attending. ​
​

Next Series Begins Tuesday October 14th at 3 PM EST
 



Special pricing for Q4 2025.
(up to 10 people from any organizations). 

Intro to AI Webinars

The AI Sandbox
(You're Already In It)

Welcome, webinarians! 

​​One-hour recorded webinar

​
Deciding how to engage with AI is serious play. You might be noticing how quickly things are changing on the screens and apps you use every day. For instance, even if you did not “choose” to use AI, logging onto Microsoft now opens the Copilot chat screen. This can be disorienting and overwhelming.

At Two Cents we’ve been paying attention to this evolution for three years. We’ve gained an intuitive sense of what’s happening behind the scenes, and we are keeping up with updates and real-time changes to the screens and apps most people use every day.   

After this one-hour intro session you’ll feel more prepared to begin using AI tools at your pace. Two Cents has designed a platform to meet the needs of community-based nonprofits and owners of affordable housing. Our workshops, services and products are offered ala carte to help teams align, collaborate and build skills, one step at a time.

 
EVERY WEDNESDAY AT 1 PM EST

Special pricing for Q4 2025: 
Pay for one session, return as often as you'd like
through December 17, 2025

​​​​

These sessions are open to the public.
Also available for groups. Contact us to talk about venue / pricing. 

 

nine_edited.jpg
rect.png

Second Opinion

If you’ve already started down the path of implementing AI but aren’t fully confident in your setup or long-term strategy, this one-hour session is designed to help you validate your direction — or course-correct where needed.

​

Using ChatGPT or Copilot as a guide only gets you so far. The encouragement of a virtual assistant will produce a vision but it won't prompt you for a reality-based timeline and budget that takes into account capacity and organizational constraints. 

​

This session gives you space to step back, pressure-test your plan, and get grounded recommendations for your next steps.

​

Before we meet, you’ll share whatever materials you’re working with — diagrams, workflows, prompts, or platform maps — and we’ll come prepared with a clear, non-jargon review of where you stand.


We focus on practical, experience-backed insight: what’s working, what might be more complex than necessary, and what needs refinement to move forward efficiently.

​

We can also advise on how your AI approach interfaces with enterprise platforms like Yardi, RealPage, or other property management systems,  helping ensure that your future-state vision is aligned with the day-to-day tools your team already uses.

​

Use this session to:
 

✔ Align your AI planning with your enterprise systems
✔ Identify gaps, inefficiencies, or overly complex solutions
✔ Get a trusted, external perspective before major investments
✔ Decide if deeper technical assessment is needed to support your roadmap

Note: Our expertise lies in integrations with Microsoft's ecosystem, and we’ll confirm in advance if your systems fall outside of that scope.


Required Attendees: 
 

President/CEO/ E.D. / Decision Maker
Tech/IT/Contractor Rep
Business Analyst or User

Help Desk

Tech support, Two Cents style.

Whether you're stuck on something specific or just exploring ideas, the Help Desk is your space for open-ended support. Bring your questions, share your screen, or gather a group for live Q&A on anything from prompt design to platform decisions. It’s flexible, collaborative, and shaped around what you need most — even if you’re not sure what that is yet.


Use it for:

  • In-the-moment troubleshooting

  • General Q& A session for a conference, workshop or staff assembly.

​

For specific troubleshooting support, submit your topic before the session to make sure it's in our wheelhouse. 


Individuals or groups.
One hour session.

lucysnoopy.png

Inspired by Charles M. Schulz

Window 10 End-of-Life

With Windows 10 reaching end-of-life on October 14, 2025, many small nonprofits and community organizations are uncertain about what that actually means — especially if they’re working with a managed service provider (MSP) or have limited in-house IT support.

​

This one-hour session is designed to help you get clarity. We’ll walk through the key concerns — especially around security, patching, and compliance risks — and help you identify practical next steps based on your specific setup. Whether you need to push for clearer answers from an MSP, evaluate upgrade paths, or just figure out where you stand, we’ll help you get oriented.

 

Use it for:

  • Understanding what Windows 10 EOL really means

  • Identifying your risk areas and blind spots

  • Clarifying roles if you're working with an MSP

  • Planning next steps for migration or mitigation

  • Knowing when and how to ask for additional support

  • ​

We also offer follow-up tech support for organizations that need deeper help transitioning, auditing devices, or navigating vendor conversations.


Required Attendees: 
 

President/CEO/ E.D. / Decision Maker
Tech/IT/Contractor Rep

 

Prompt Mixologist Sessions

Shaken, not stirred.

​

In this hands-on session, we use Copilot Studio to teach a beginner how to prompt and configure a virtual assistant based on a specified knowledge library.

 

You'll learn the difference between an assistant and an agent. At this level, your virtual assistant will be adept at answering questions, summarizing documents and surfacing insights from normalized data based on your guidance to perform simple processes.

​

Our focus is on assistants that deliver immediate value through well-crafted prompts. We'll guide you through structuring system prompts that set reliable behavior, leverage your knowledge base effectively, and iterate quickly from basic responses to production-ready solutions.

 

You'll learn how to set up guardrails to improve accuracy and set the right scope for an assistant versus an overbuilt solution.

​

Technical focus: Zero-shot vs few-shot prompting, single-turn optimization, knowledge retrieval patterns, system prompt architecture, and iterative refinement methodologies. Subscription costs and tenant-level settings in 365, Copilot, Copilot Studio, Azure and Graph.


Let the party begin. 

​​

Purchase  Session.

Available for groups.

And parties.

chalicesidecloud.png
grailonpaper.png

The Grail: Building Your Own Agent

Agents don't just respond—they act, make decisions, and complete tasks autonomously.

 

In this beginner-friendly workshop, you'll explore how to build task-oriented AI agents using Copilot Studio.

 

We'll cover what makes an agent different from an assistant such as data connectors, tools, memory, and actionability.

 

You'll learn how agents maintain conversational context through multi-turn workflows, chain multiple actions together, and integrate with your systems to actually get stuff done.

 

Through iterative exercises, we'll tackle Azure configuration essentials, key security considerations for agent workflows, common pitfalls to avoid, and practical dos and don'ts from real-world builds. If you're wondering when to use an agent versus an assistant, this is where it all clicks.

 

Technical focus: Multi-turn context management, tools and action execution, system integrations, architectural decision-making, and workflow orchestration. 

You will want your Azure admin or global admin to join for at least one of the two sessions. 

Two  Sessions

Readiness Assessments + Action Plan

We can help you assess your current capacity, AI readiness, technical debt, 

and gaps to determine next steps.  


Topics covered: hardware, software, operating system, licensing and subscriptions, capacity monitoring, role assignments, skills building in power platform, training needs, tech support recommendations.

​​

 Purchase assessment session.

riverrunslarge.png

Nonprofit Strategy Session

Check-in meetings with your team members: 
Data Steward

User
Product Owner

Project Manager
IT Rep
Decision Maker

 


Typical Topics

.
Needs / Problems/ Opportunities

XP Process/ Problem Tree 

Roadmap / 
​Timeline
 

"Scrum" Meetings

Project Management Tools

 

BOGO
THROUGH DECEMBER 31, 2025


Two one-hour sessions.

tiffany2-removebg-preview.png
purse.png
purseonpaper.png

Stakeholder Sessions

There is so much more possible in peer data sharing using secure and collaborative B2B platform.

We will gladly share any of our content presented to the POV of: 

Syndicators
Investors
Government Agencies
Allocators
Lenders
Contract Administrators
Boards

BOGO
THROUGH DECEMBER 31, 2025

Two one-hour sessions.

Data Repository Platform (PaaS)


Your tenant or ours.

With a philosophy of "Build It Once" and a
 touch

of gamification, we help you get started with best practices to create structured data tables from your

hoard of Excel workbooks. 


This step is critical path for small shops and nonprofits

ready to roll up their sleeves and prepare for using AI-enhanced apps and reporting tools. 

Access to template tables

and "Coop" the virtual assistant included.
 

Four-session starter package.

Includes guest access to platform.

crushingorder_edited.jpg
lingo_edited.jpg

Library Platform (PaaS)

Your tenant or ours.

Custom -built document management platform for your closing binders and other critical project docs.


Built-in dashboards to index closing binders, dealbooks, lenders, loans, investors and funders.

Library documents are indexed 
and stored as knowledgebase for Copilot or ChatGPT. 

 

Four-session starter package.

Includes guest access to platform.

Solutions & Dashboards

Ideas that last.

Core Portfolio Dashboard

Power Apps

Rent Trackers

Cap Needs

Utility Usage

 

Custom dashboards​
 

​

 Purchase starter package. 

Includes guest access to platform.

sliced bread.png
Coop.png
eggspace.png

Fabric/PowerBI  Workshop Sessions

Many Excel workbooks use a "flat" dataset

but the shift to AI tools requires a relational database. 

This session compares and contrasts the difference

and helps you prepare data tables

that will function as a "single source of truth"

for your portfolio and knowledge base

for future building of assistants and agents 

in Copilot or ChatGPT.
 

Using our virtual assistant Coop and our table templates, these sessions move at your team's pace

to begin laying this foundation

with a few properties from your portfolio.
​

A good move for those ready to escape

a hoard of Excel workbooks.  
 

Purchase Fabric Sessions

Your Page

#fyp

Using SharePoint as your Intranet platform makes it easy for every staff person to customize
their own landing page with the dashboards, trackers, events, communications and news they choose

to start and end each day with focus and purpose. 

Use these session to give our staff specs

to design and build these pages

or learn to DIY.
 

 Purchase one hour collaborative design session.

Available for individuals or groups.

you-removebg-preview.png
Ownersession.png

Leadership Status Update 

CEOs
Executive Directors
Presidents
CFOs
VPs
Directors

BOGO
THROUGH DECEMBER 31, 2025


Two one-hour sessions.

freebirdtint_edited.jpg
freebirdtint_edited.jpg
amelia.png

Two Cents Pilot 



If you have been notified of your acceptance

for the Two Cents pilot program, get started here. 

If you would like to apply for the pilot,

submit this form: 

We will be in touch.

Play Free Bird!! 

Second Wednesdays, 3:30-5:30 PM EST

Open for conversation. 

I will tee things up sharing news, insights or demos.

We take requests! 

Your questions and concerns are welcome.

Two-hour Teams meeting.
Second Wednesday of every month.

Webinars

About Us

circlecage.png

Home

Blog

Free The Data

bottom of page