Overview
Workstreams
Where automation and process improvement create the most impact. Each includes ROI assumptions.
Proposals
Active engagements for your review and approval.
Active 2 pending
Q1 Operations Assessment
Finance Systems Rebuild
Onboarding Automation
Invoices
Billing history and outstanding balances.
Outstanding
INV-2026-004 — Feb Retainer
Paid
INV-2026-003 — Jan Retainer
INV-2026-002 — Onboarding Project
Book a Session
Schedule focused working time with the Epic Advisory team.
Working Sessions
60-minute focused sessions to tackle a specific problem, review a proposal, or kick off a workstream.
Resources
Frameworks, templates, and playbooks from Epic Advisory.
ROI Calculator
Estimate financial impact of automation.
Coming SoonProcess Map Templates
Current-state and future-state workflow starters.
Coming SoonSOW Library
Reference past engagements to accelerate scoping.
Coming SoonPlaybooks
Step-by-step guides for Finance, RevOps, HR automation.
Coming SoonNeed Help?
Common questions and quick links.
Quick Links
🔀 What workstreams fit my business?
📋 How do I review a proposal?
📅 Schedule a call