EpOpti is the white-labeled operational platform where your agency's workflows, knowledge, and training live — searchable, interactive, and always current.
Documentation that lives in a shared drive dies in a shared drive. EpOpti turns your workflows into a living system your team actually uses — with search, walkthroughs, AI guidance, and analytics that show it's working. Why it pays for itself →
Every EpOpti subscription — from a 10-seat agency to 100 — includes the full operational core. No feature gating on the essentials.
Every critical process as a searchable, phased, role-tagged step-by-step guide. Your team finds the answer in seconds — not by asking the person next to them.
Scribe screen recordings embedded in each guide show exactly where to click inside Applied Epic — not just what to do, but how.
A living reference for who owns what, and which activity codes drive your reporting. The foundation of clean, consistent data.
Your agency's name, logo, and colors. Your team logs into your operational system — not a vendor's tool.
The questions your team actually asks, answered once and available forever — attached to the workflows they relate to.
Role and group-based access so producers, account managers, and leadership each see the guides that matter to them.
One agency-level add-on that upgrades the whole portal. Most agencies take it — because this is where adoption becomes measurable, support becomes built-in, and new hires get certified instead of just told.
An AI assistant embedded directly in your workflow guides. Your team asks a question in plain English; it answers from your agency's own documentation — and cites the source guide, so trust is never a leap.
Guide access tracking, views, average time on page — down to the individual user. See what's being used, spot who needs support, and prove the platform is paying for itself.
EpOpti guides docked in the browser, right alongside Applied Epic. No tab-switching, no context loss — the workflow is on-screen while the work happens. Optional per user.
A built-in help request system. When a guide doesn't answer the question, your team raises a hand inside the platform — and the answer becomes documentation for the next person.
Switch a new hire into training mode and every workflow arrives with a quiz they have to pass. You set the passing score; the dashboard shows exactly where each person stands, which guides they've certified on, and their best score. Stop guessing when someone is ready — know it.
Change a workflow and push it to the people who run it — no need to wait for onboarding. Anyone who passed the previous version has to requalify, leaving you a dated record of who was trained on the current procedure. Exactly what you want on file if an E&O question ever comes.
EpOpti earns its seat for every role in the agency — not just operations leadership.
Answers in seconds instead of interruptions. Every workflow searchable, every step shown on screen, and AI guidance when the guide isn't enough.
Onboarding from the same playbook your veterans use. New team members become productive in weeks, not quarters — without draining a senior person's time.
Operational knowledge that belongs to the agency, not to individuals. Analytics on adoption, governance over process, and continuity through turnover.
Every EpOpti portal starts with a flat $1,000 technology setup — we configure your white-labeled portal, user structure, groups, and branding so day one is a working system, not a blank shell.
Your workflows are built and loaded through a Workflow Transformation engagement — matched to whether you're converting existing documentation or building from scratch.
A free working session to map your workflows, assess your Epic configuration, and scope the right path. No fee, no commitment.
Your workflows converted or rebuilt as interactive EpOpti guides — through Digitization, Transformation, or Operational Optimization.
Portal configured, branded, and loaded. Users and groups established. $1,000 flat, all tiers.
Your subscription begins, your team gets access, and your operational system is live.
Book a discovery session and see EpOpti configured the way your agency would use it.
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