EPIC Account Management

In an effort to provide full-service support to our clients, TeamMechanics offers EPIC account administration to help expand the capacity of training and development teams within our client organizations.

 

Our EPIC account support agreements include the following EPIC activities up to 8 hours of EPIC activities per month with a guaranteed completion time of 72 hours:

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• Sending or scheduling all Everything DiSC assessments through the EPIC portal with reminders to participants. We will also contact participants via email directly to complete their assessments on time, if warranted.

• Downloading and renaming all participant, team, facilitator and comparison reports, as needed and sharing in email and cloud storage folders, as needed (Dropbox, OneDrive, etc.)

• Troubleshooting EPIC errors with client lead contacts

• Managing folders, adding users and monitoring credit balance

• Providing EPIC usage reports, as requested

• Project planning with the sponsors to line up training rosters, dates and details

• Emailing individual assessment reports through EPIC

• Invoking follow-up assessment links for Catalyst, as needed

• Managing Catalyst organizations and people within departments 

• Generating up to (3) custom team maps per month