Applied Epic


Migrating to Applied Epic is a complex process that requires numerous key decisions to ensure that it goes well. To ensure a successful migration, excellent planning, led by experienced resources, is critical. At Kite Technology, our team of Applied Epic experts has years of hands-on experience working in the industry, giving them a thorough understanding of what your agency needs during your migration. We will guide you through every step of the process, ensuring that your agency is well-prepared for this challenging transition.

Our consulting team will work with you to make the right fundamental decisions to properly configure your system and ensure easy access to the information you need to effectively manage your agency. We will identify best practices for workflows and configuration. We can also offer personalized migration training to help your agency get the most from your new system.

Your Trusted Partner


Our team will serve as a liaison between your agency and the Applied Implementation team, ensuring that all parties are working together seamlessly to achieve your migration goals. We’ll provide ongoing communication and support as well as in-depth review of key decisions necessary for a successful migration.

Data review is a critical step in the migration process that has the potential to significantly impact the outcome of your migration. Our team of experts will guide you through a thorough review of the data that is extracted from your source system. This helps your data retain as much integrity as possible when it is migrated into your Epic database, setting you up for success.

Applied Epic will introduce all new terminology and functionality that your team may not be familiar with. Some of the key decisions you will need to make will affect accounting methods, company, broker, employee, and vendor configuration, and commission agreements, just to name a few. To ensure that your new Epic system is configured optimally, we’ll provide expert guidance for key configuration decisions based on your agency’s specific operations. Our team will work closely with you to understand your processes and configure your system accordingly.

Our consultants have identified best practices for workflows in Applied Epic. We can create a custom workflow manual specific to your agency’s needs that will also implement best practices from the start. We’ll also configure your Epic database to accommodate your custom workflows. We include post-migration workflow review to allow for any modifications as needed. 

We understand the importance of timely and accurate reporting for your agency’s success. That’s why our team will provide expert guidance on report automation, ensuring that your new system is set up to deliver the reports you need to make informed business decisions.

When it’s time to go live with your new Epic system, our team will provide support to ensure that the activation goes smoothly. We’ll be there to troubleshoot any issues and provide additional training and support as needed to ensure that your agency is up and running with your new system as quickly as possible.

We understand that any system migration can be a significant change for your employees. That’s why we’ll provide comprehensive training and change management support to help your team adjust to the new system smoothly. Our training will go beyond Epic functionality and focus on best practices to help your agency operate more effectively.

Let’s Get Started


If you’re considering migrating to Applied Epic and need expert guidance, Kite Technology is here to help. Our team of experienced consultants has deep industry knowledge and expertise, enabling us to provide customized solutions that meet the unique needs of your agency.

To learn more about how we can help with your Applied Epic migration, please contact us to schedule a conversation. Our team will be happy to answer any questions you have and provide more information about our Epic Migration Engagement services.

Case Study

KiteTech Offers Full-Service Applied Systems Epic Migration and Optimization On Your Terms

While it can take up to 9 months for larger companies to complete a full Applied Systems Epic migration, there’s no reason it shouldn’t happen on your terms. After all, you know your business best. We initially began work with a client based in Massachusetts to migrate them from AMS 360 to Applied Epic, with the goal of activating their new system as quickly as possible.

To kick the process off, we conducted employee training with their managers and on-site trainers and helped them write new workflows that promoted increased operational efficiency. We then completed the security assessments and configuration of their new Epic system. Executive planning sessions were a great place for us to lend guidance and provide support where it was needed most.

In the early stages, we worked through Epic data conversion issues department by department and wrote testing scenarios to ensure seamless data migration. We finished with report training and directed staff on how to use these tools for data validation.

Our work with the agency continues, and we look forward to their upcoming launch. We were happy to provide a personalized solution that fit both their needs and their timeline.

Natick, MA

adam atwell

Adam Atwell

Cloud solutions architect

Adam is passionate about consulting with organizations across the country to help them develop and execute a cloud adoption strategy that meets their business needs and future objectives. Adam oversees and manages our company strategy for Microsoft 365 adoption and is responsible for future growth and development inside Microsoft 365 and other cloud technologies.