Let me be your thinking partner and sounding board! You have committed yourself to your company, but you are unsure about what the next step should be. Tell me your thoughts. Spend time with someone who listens - without judgment. I can help you discover your own excellence.

Technology Assistance

Are you ready to unleash the power of Epic? Your Agency Management System can improve efficiency and reduce your overall business costs - but only if you utilize its capabilities. I can teach you to maximize Epic's features to meet your needs.

Training

Applied Epic is powerful, but it can also be a complicated program. There are many ways to accomplish tasks, but my training with new and existing employees will help simplify things, using tips & tricks along the way.

If consistency in your data is a business requirement, you must have a workflow for people to follow. With Epic configured properly and documented workflows, we provide your people with the highest probability of success.

Process Improvement

If you have a team ready to explore new ideas, I have a great tool to get them started. Using techniques learned from Lean and Six Sigma, I have a simplified approach to process analysis. It requires mapping out a process and then reviewing it for the friction points that could be improved. Your staff will love this!