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Case Study

Reporting, Dashboards, and Data Analytics

(2635) Tactical Strategies for Data Excellence in Applied Epic


Content Level: Intermediate

Personas: Owner/Principal, Accountant, IT/Operations Manager, Office Manager, HR Manager

Products: Applied Epic

Wednesday, October 8, 2025
2:15 PM - 3:15 PM PT
This case study will examine one agency’s journey toward data excellence, highlighting the strategies that helped them reduce account errors from 30% to under 6% in less than a year. We will explore best practices, common challenges, and innovative solutions to improve your agency's data quality. Whether new to Applied Epic® or looking to enhance your skills, this session will offer actionable tactics to optimize data processes and drive business success.