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SCS_Oversight

Operations & Systems Support

For businesses that cannot justify the expense of full-time payroll for roles like an operations manager, financial analyst, or documentation and training specialist, SCS delivers structured fractional support that keeps internal priorities organized, processes standardized, and leadership informed.

You receive coordinated operational execution, SOP development, KPI reporting and dashboards, and practical staff training support so the business runs with more consistency and less friction.

Partnering with SCS can
save your business $30,000–$40,000 per year in documentation and administrative costs while still delivering clear reporting, organized follow-through, and the systems your team needs to operate smoothly.

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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.

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Reliable Document Creation

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

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Expedited Onboarding

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

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Structure that Brings Control

With organized systems and consistent processes, everything runs smoothly and you can feel confident knowing it is all under control.

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Image by dlxmedia.hu

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

Operations Coordination & Executive Support

Structured, behind-the-scenes operational coordination that keeps projects, vendors, and internal priorities aligned through organized tracking, communication, and follow-through. Designed to operate remotely with minimal disruption to daily workflows.


  • Centralized tracking of active projects, deadlines, and responsible parties

  • Priority alignment tied to leadership goals and timelines

  • Budget and risk visibility for ongoing initiatives

  • Vendor coordination for quotes, renewals, contracts, and service issues

  • Staff communication summaries to reinforce priorities and accountability

  • Meeting preparation, recap notes, and structured follow-through

  • Basic Excel support (formatting, simple formulas, charts, data cleanup)

  • Document formatting and organization support for internal use

  • Monthly operational summary with completed items and next-step priorities

Starting at $799/Mo.

12-Month Agreement Required

SOP & Process Improvement Specialist

Operational documentation, training resources, and automation systems that turn tribal knowledge into repeatable processes, improving consistency, onboarding, and daily execution across teams.


  • SOP creation and workflow documentation for key processes and roles

  • Digital and physically printed operations manuals with ongoing updates as needed

  • Brand and document standards for templates across Word, Excel, PDFs, and slides

  • Document automation using smart templates and repeatable workflows

  • Training guides and live or recorded staff training support

  • HR and compliance assistance (advisory) for recordkeeping, onboarding, and audit readiness

Starting at $799/Mo.

12-Month Agreement Required

Data Analyst & KPI Dashboard Specialist

Quarterly financial reporting and KPI dashboard development that gives leadership clear visibility into performance, staffing, and profitability, supported by custom Excel and VBA tools that automate reporting and reduce manual work.


  • Quarterly financial oversight report with trends, expense tracking, savings insights, and forecasts

  • KPI roadmap with goals, timelines, and improvement priorities

  • Custom KPI dashboards for sales, production, staffing, and goals (display hardware not included)

  • Excel and VBA automation for calculators, pivots, dashboards, and multi-source reporting

  • Data cleanup and standardization to improve reporting accuracy and consistency

  • Quarterly reporting with progress notes and next-step recommendations

Starting at $799/Mo.

12-Month Agreement Required

Training and Onboarding Specialist

Practical, role-based software training that helps staff become confident and efficient using the tools they rely on daily, with guided sessions, real workflow examples, and simple reference materials.


  • 1-on-1 or small group training sessions tailored to staff roles

  • Microsoft Office training (Excel, Word, PowerPoint, Outlook)

  • Google Workspace training (Docs, Sheets, Drive, Gmail, Calendar)

  • Adobe, CAD, or other business software as requested

  • Training notes and quick reference guides for repeatable learning

$129/Hr.

Purchased in 10-Hour Blocks

Document Creation (Project-Based)

Professional document design and standardized form creation that improves clarity, brand consistency, and usability across internal and customer-facing materials.


  • Professionally designed documents and standardized forms (internal or customer-facing)

  • Brand-consistent layouts, formatting, and template structure

  • Editable delivery formats (Word, Google Docs, PDF, etc.)

  • Optional multi-language versions of key documents (as requested)

  • Quarterly documentation roadmap available as an add-on

  • Project summary with delivered files and recommended next steps

Projects Starting at $299

Requires Estimate

Business Consulting (Free by Request)

Free on-demand advisory support for business strategy, workflows, technology decisions, and operational challenges, designed to provide clarity and direction without long-term commitment.


  • Remote advisory sessions focused on your current priorities and blockers

  • Strategy input for process improvement, tools, workflow, and execution planning

  • Up to 2 sessions per month, 45 minutes each

  • Scheduled within 7 business days, based on availability

  • Follow-up recap notes with recommended next steps when applicable

  • Schauss Creative Solutions may approve, reschedule, or decline requests at its discretion

Free

$79/Hr. After Free Consultations

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.

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.

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.

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A clear picture of your risks, goals, and opportunities

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

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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.

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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Trusted Guidance for Those Who Expect More.

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© 2026 | Schauss Creative Solutions, LLC.

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