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Upcoming webinar

Effective Strategies for Auditing and Reporting in Applied Epic

Presenters: Lauren Roberts and Laura Whaley

Date: Tuesday, March 25th | 2 pm ET

Tired of second guessing if your data is correct? Join this webinar to learn strategies for auditing and reporting in Applied Epic!

Auditing: It’s the most-needed task for reliable, clean data. However, it’s often the task that gets forgotten in the hustle and bustle of everyday work. That may be due to limited resources, the scope of effort that’s sometimes needed, or simply not knowing where to begin. Now is the time to start untangling that messy data and reestablishing your single source of truth in Applied Epic. 

Mark your calendar for March 25th at 2 pm ET for our upcoming webinar, Effective Strategies for Auditing and Reporting in Applied Epic. During this session, Lauren Roberts and Laura Whaley will talk about the root issues commonly found behind inconsistent data for configurations, workflows, policies, and other important areas. They will also review how to identify and verify key measurables, which reports to run, and how to develop your roadmap for addressing dirty data now and into the future.

Join Lauren and Laura for this auditing and reporting webinar, which will take a deep dive into the following areas:

  • How to identify key datapoints that your agency wants to validate
  • Recommendations for creating reports and reviewing them with consistency 
  • Develop a plan for cleanup when issues are identified
  • Explore the different types of audits (e.g. TARTS, Book of Business, Accounting reports, etc)  

Use the form on this page to register today! Not available on Tuesday, March 25th at 2 pm ET to attend live? Sign up anyway to have a copy of the recording emailed to you afterwards! 

Audience: Operations, Department Managers, Principals

Register for the Applied Epic Webinar

Meet Your Presenters!

lauren tripp

Lauren Roberts
Chief Agency Consultant

Laura Whaley

Laura Whaley
Agency Consultant

About KiteTech

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adam atwell

Adam Atwell

Cloud solutions architect

Adam is passionate about consulting with organizations across the country to help them develop and execute a cloud adoption strategy that meets their business needs and future objectives. Adam oversees and manages our company strategy for Microsoft 365 adoption and is responsible for future growth and development inside Microsoft 365 and other cloud technologies.