Portfolio Kick Off

Once you have aligned with EPIC, one of the first interactions you will have with us is your Portfolio Kick-Off Meeting. During this meeting, we introduce the EPIC Implementations Team to you and your team. We explain our various roles, introduce you to our interactive project planning tool, discuss details about your business and your initial strategies, find out which third party providers you plan to work with, as well as establish your desired portfolio launch timeline. Our objectives are to get to know you, your team, your industry experience and your expectations. We use this information to formulate an Implementation Project Plan that is customized for you, including a meeting schedule that works for you and your team.

Demo Request

If you are interested in an EPIC demo, please call 1 (877) 305-EPIC or complete the Demo Request form to schedule a demonstration.