Your agency's workflows — documented, optimized, and delivered as interactive EpOpti guides your team actually uses. This is the core consulting practice behind everything we do.
Workflow count doesn't depend on agency size. It depends on the business lines and surfaces you work in Epic. A 5-person and a 50-person agency running the same lines need the same workflows — so scoping starts with what you do, not how big you are.
Every agency arrives with different documentation and a different Epic configuration. The discovery session determines which path fits — the destination is always the same: your operations, live in EpOpti.
"We already have documented workflows."
Your written procedures converted into interactive EpOpti guides — structured, searchable, and role-tagged. The fastest, lowest-cost path to a live platform.
"We have processes, but they aren't documented consistently."
We rebuild each workflow from the ground up using the Epic Optimizer methodology — interviews, screen capture, and best-practice design.
"We want to redesign how we operate."
Everything in Workflow Transformation, plus Epic configuration optimization first — so your workflows are built on a foundation that's actually right.
A free Discovery & Scoping Session answers the questions that determine your path: Do documented workflows exist? Is your Epic configuration clean? How many workflows does your business actually need?
There's no fee and no commitment. Whether or not we work together, you walk away with a clear-eyed scoping of your operational state and a real number to plan against.
You have written workflows you trust, and your Epic configuration is in reasonable shape. You want them usable, searchable, and live — fast.
Your processes live in people's heads or in inconsistent documents. You want them captured, standardized, and rebuilt properly.
Your Epic setup itself needs work — activity codes, triggers, download codes — and you want workflows built on a corrected foundation. Most transformative outcome.
Start with discovery — leave with a scoped path, a workflow count, and a clear investment picture.
Book a Discovery Session