Document Design & Training

For businesses that cannot justify the expense of a full-time document designer or training coordinator, SCS provides both in one service. You gain structured documentation, professional forms, and hands-on training that equip your team to work efficiently and consistently.

Expedited Onboarding

Training materials and documented processes improve how new employees are onboarded, reducing confusion and speeding up integration.

Personalized Training Support

1-on-1 sessions and tailored tutorials give staff confidence with Excel, Word, Adobe, AutoCad, and other essential tools, reducing errors and dependency.

Reliable Document Creation

From forms and templates to spreadsheets and PDFs, your office gains standardized materials that are clear, professional, and easy to use.

"Partnering with SCS can save your business $30,000–$40,000 a year in documentation and administrative costs."

Foundation Package

Administrative
Assistance

Designed to maintain the health and accuracy of your documents and internal files. Provides consistent updates, organization, and cleanup of forms, spreadsheets, templates, and office materials. Ensures all files remain current, branded, and easy for staff to use. Includes routine document upkeep, version control, and e-signature setup, with a standing 25% discount on all document-creation timeblocks for new or expanded materials.

Starting at $500/Mo.

Premium Package

Document Specialist
& Training Coordinator

Designed to maintain the health, accuracy, and performance of advanced documents and coded file systems. Provides ongoing updates, cleanup, and optimization for complex spreadsheets, macros, formulas, automations, and structured documentation. Ensures all advanced files remain stable, efficient, and aligned with current business needs, including periodic reviews to prevent errors and maintain functionality.

Starting at $1500/Mo.

* Services cover labor only and exclude hardware, software, or licensing unless otherwise specified in the annual agreement.

Bundle & Save

Need help in multiple areas? Don't stress, we always provide bundle discounts when you choose multiple services.

Solutions Portfolio

This portfolio showcases practical solutions designed to simplify complex processes, strengthen daily operations, and enhance decision-making. Each project is created with the individual in mind, providing clarity, reducing frustration, and bringing a sense of ease and control to managing everyday responsibilities.

Quoting Calculator + Estimate Form
Custom Built Replacement for a Sales Quoting and Proposal Management System

The Quoting Calculator + Estimate Form is a custom-built Excel solution designed to replace complex, subscription-based quoting and CRM tools. It allows sales teams to create accurate, professional estimates in real time using a standardized pricing framework. Built to improve consistency, speed, and transparency, this tool eliminates delays in the sales process by giving representatives the ability to adjust quotes on site, present accurate pricing instantly, and maintain uniform pricing across every proposal.

Developed for businesses that rely on in-person quoting or client consultations, the Quoting Calculator provides the same reliability and control found in advanced sales platforms without ongoing fees or online requirements. It turns pricing into a seamless part of the sales process, ensuring every quote reflects true costs, margins, and professional presentation standards.

Core Benefits:

Real-Time Quoting:
Updates instantly as sales staff adjust quantities, service selections, or pricing variables.
Standardized Pricing:
Keeps company-approved rates consistent across all estimates and proposals.
Professional Presentation:
Generates client-ready quotes directly from Excel for printing or digital delivery.
Automated Calculations:
Applies discounts, taxes, and service fees automatically to reduce errors and save time.
Flexible and Portable:
Runs entirely in Excel without subscriptions, internet access, or specialized training.
Streamlined Workflow:
Simplifies quoting so sales teams can deliver fast, accurate proposals that help close deals sooner.

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Why was this built?

There was no affordable or practical way to produce real-time, accurate sales quotes without relying on expensive CRM or quoting software. Most available systems required monthly subscriptions, individual user logins, and constant internet access, creating unnecessary barriers for small and mid-sized teams.

The Quoting Calculator + Estimate Form was developed to solve that problem by giving sales staff a reliable, Excel-based tool that calculates, adjusts, and presents quotes instantly during client meetings. It replaces subscription systems that typically cost between $500 and $1,500 per month, offering the same functionality in a simple, cost-effective format that keeps pricing consistent and presentations professional.

Business Evaluation Tool
Custom Built Replacement of a Business Intelligence (BI) and Enterprise Resource Planning (ERP) System.

The Business Evaluation Tool (BET) is a comprehensive, Excel-based performance management system designed to bring financial, operational, and staffing data together into one unified, intelligent dashboard. Built for business owners and managers who need clarity without complexity, the BET transforms scattered reports from systems like RevolutionEHR, QuickBooks, and TimeClock platforms into an easy-to-use command center.

Developed specifically for healthcare and optometry practices, the BET delivers the same level of insight typically reserved for high-end business intelligence or ERP software—without subscriptions, logins, or technical maintenance. It allows leadership to see how every service line, staff member, and day contributes to overall profitability, patient flow, and operational efficiency.

Core Benefits:

Unified Oversight:
Combines billing, payroll, and timeclock data into one view for real-time awareness of profitability and performance.
Automated Analysis:
Calculates margins, labor costs, productivity, and service profitability through structured formulas and logic.
Visual Decision Support:
Dashboards highlight trends and outliers so leaders can make informed decisions with confidence.
Scalable and Portable:
Built entirely in Excel with no internet, subscriptions, or third-party systems required.
Actionable Insights:
Identifies top-performing staff and services, detects inefficiencies, and tracks profitability by day or department.

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Why was this built?

There was no practical system available to bring together data from RevolutionEHR, QuickBooks, and employee timeclock programs into one organized view. Each platform provided its own information, but none could combine patient sales, service profitability, and staff performance in a way that was easy to manage or understand.

The only options capable of this level of integration were large ERP-style software systems that typically cost between $1,000 and $3,000 per month, making them too expensive and unnecessary for most small to mid-sized practices. The Business Evaluation Tool (BET) solves this by merging all essential data inside a single, easy-to-use Excel framework, offering the same level of clarity and control without the ongoing subscription costs or complicated setup.

Student Grading & Tracking System
Replacement for Schoolwide Grading and Progress Reporting Platforms

The Student Grading & Tracking System is a custom-built solution developed in Excel and hosted through Google Sheets. It was designed to simplify grading, communication, and performance tracking across an entire school in one connected workspace. Built for teachers and administrators, the tool brings together all classroom data such as grades, student contact details, and weekly progress into one organized system that can be updated and viewed collaboratively in real time.

Each teacher maintains a personal gradebook that automatically links to a master list of all students, allowing staff to view complete academic records, generate progress reports, and review student performance instantly. The system also is setup for mail-merge that enables staff to send professional, customized progress reports to parents and students at the click of a button.

This process eliminates the need for manual report creation and ensures consistent, accurate communication every week.

Core Benefits:

Centralized Gradebook:
Combines every teacher’s classroom records into one shared schoolwide database for easy access and organization.
Automated Progress Reports:
Built-in mail-merge formatting allows teachers to quickly send individual weekly or term reports to students and parents.
Visual Performance Tracking: Provides clear charts that display week-by-week progress, making it easy to discuss performance trends during parent-teacher conferences.
Collaborative Access: Hosted in Google Sheets so teachers and administrators can update, monitor, and manage grades together in real time.
Streamlined Management:
Stores student and parent emails, grading scales, and term lengths in one place to reduce redundancy and errors.
Data Transparency:
Helps educators identify academic strengths, weaknesses, and trends with both visual and numerical insights.

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Why was this built?

There was no practical and affordable way for schools to manage grading, track student performance, and communicate progress in one simple system. Existing platforms like PowerSchool, Infinite Campus, and Schoology can perform similar tasks but often require yearly licensing, technical setup, and training. These subscription systems typically cost between $2,000 and $5,000 per year, depending on school size and number of users, making them difficult to justify for smaller institutions or classrooms.

The Student Grading & Tracking System was created to provide the same level of functionality without ongoing fees or technical complexity. By combining grade management, student communication, and visual reporting into one Google Sheets workspace, it gives schools complete control of their data while allowing staff to collaborate seamlessly. It delivers the performance of a full-scale grading platform at a fraction of the cost, offering an efficient, transparent, and customizable solution that fits the needs of any educational environment.

FREE

On-Site Consultation + Business Strategy Report

Running a business can feel overwhelming. Sales dip, costs rise, and it’s hard to see where the money and time are really going. That’s why this consultation is built to give you immediate clarity and direction.

A clear picture of your risks, goals, and opportunities

90-day strategy plan with your priorities laid out step by step

Actionable recommendations you can start using right away

Covering the areas that matter most to you with straightforward guidance to help you take control, reduce wasted effort, and move forward with confidence.

No cost. No obligation. No pressure.

Schedule Now

Case Studies, Reports, and Guides

"Knowledge should be shared, not sold"

Practical information for real business challenges, based on firsthand experience and the work that goes into getting it right.

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Document Design & Training

"Partnering with SCS can save your business $30,000–$40,000 a year in documentation and administrative costs."

Bundle & Save

Solutions Portfolio

FREE

On-Site Consultation + Business Strategy Report

Case Studies, Reports, and Guides

Trusted Guidance for Those Who Expect More.