In Why I Built EpOpti, I shared the problem that's driven my work for nearly 20 years and the foundation we started with: a guide library for each agency, the Ask EpOpti assistant, built-in support and agency branding.
A library on its own doesn't change how people work. Guides need structure, standards need a home, and answers need to be where the work happens. That's what we built this month.
Training Hubs That Mirror How People Learn
We added training hubs to give the library structure.
- Programs and sections — Guides are organized into training programs, each with its own sections and landing page.
- Targeted access — Hubs can be assigned to a whole agency or to individual users.
- Reuse without duplication — One guide can appear in several hubs.
- Easy to arrange — Drag and drop to reorder guides, sections and hubs, with a visual editor for the pages.
- Hub-first navigation — The guides page now leads with hubs, with filters by hub and section.
Hubs also replaced the old category-based access, so there's now one clear way to control who sees what.
Activity Codes and the Resource Center
In Applied Epic, inconsistent activity codes cause problems that spread quietly: missed follow-ups, unclear ownership and unreliable reporting. We built a master Activity Codes library covering Applied Epic events and activities, with naming conventions, the default owner, when to close each one, and the follow-up process.
- Excel import — Codes can be imported from a spreadsheet, with checks on the data.
- Agency copies — Each agency gets its own copy, and changes are reviewed before they're applied.
- Resource Center — A landing page and a page for each resource, with codes linked directly from inside guides.
Ask EpOpti Goes Wherever Your Staff Work
Staff shouldn't have to leave Applied Epic to find an answer. Ask EpOpti now reaches further.
- Chrome extension — Ask EpOpti opens in Chrome's side panel next to any tab, with the agency's colors and logo and a dark mode toggle.
- Sources in the browser — Links to the guides behind an answer open straight in the browser.
- Wider search — The assistant now searches Activity Codes as well as guides.
- Always one click away — Inside EpOpti, it moved into a slide-in panel you can open from any page.
Seeing How Guides Are Used
We also started measuring. EpOpti now tracks guide views and time spent on each page, with activity dashboards for each user and each agency. It's the first step toward knowing whether training is happening, not just whether it was assigned.
What Is Undocumented Knowledge Costing You?
Inconsistent processes cost time on every account, every day.
Next Up
EpOpti now has structure, standards and a way to reach staff wherever they work. Next, we'll move from tracking who opened a guide to proving who learned it. Look for the next update on August 15.