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on-demand webinar

Auditing and Reporting for System Integrity in Applied Epic

Presenters: Lauren Roberts and Laura Whaley

Recorded on March 25, 2025.

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Tired of second guessing if your data is correct? Watch this on-demand 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. 

During this session, Lauren Roberts and Laura Whaley discussed the root issues commonly found behind inconsistent data for configurations, workflows, policies, and other important areas. They 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.

Watch this auditing and reporting webinar for 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)  

Audience: Operations, Department Managers, Principals

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Meet Your Presenters!

lauren tripp

Lauren Roberts
Chief Agency Consultant

Laura Whaley

Laura Whaley
Agency Consultant

About KiteTech

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.