The Applied Epic Conversion Process
One partner from source backup through first-run verification. Every engagement moves through the same seven stages — though actual scope and deliverables depend on your source system, available backup, data domains, and Applied Systems' requirements.
Backup coordination and intake
Confirm the source system, conversion scope, backup requirements, secure transfer method, and delivery schedule.
Database restoration and assessment
Restore the source backup, inspect its structure, inventory the available data, and identify early data-quality or scope risks.
Extraction, mapping, and cleanup
Extract the required records, normalize values, map source fields and entities, remove or resolve duplicates where appropriate, and document exceptions.
Applied Epic BOB preparation
Transform the approved data into the exact column structure, naming, formatting, and file organization required for the applicable Applied Epic import workflow.
Import execution and exception resolution
Run the conversion through the applicable BOB import process, capture success and failure results, correct actionable exceptions, and prepare reruns.
Reconciliation and first-run verification
Reconcile source counts, output counts, successes, failures, exclusions, and exceptions; support the first-run review with your implementation stakeholders.
Handoff and audit package
Deliver final import files, reconciliation reports, exception documentation, and a clear record of what was converted, excluded, corrected, or deferred.
Not every conversion uses an identical import pathway. Scope and deliverables depend on the source system, available backup, data domains in scope, Applied Systems' requirements, and whether the project is a BOB import, OldNew mapping engagement, same-system consolidation, or broader conversion. We confirm the applicable pathway during intake, before work begins.
Bring Us the Backup. We Will Help Carry the Conversion Across the Finish Line.
Whether you need overflow capacity for one acquisition or a repeatable conversion partner across an active pipeline, we'll help you define the scope, inspect the source data, and build a practical path into Applied Epic.
Built for insurance agencies, brokerages, aggregators, and acquisition teams that need experienced conversion capacity without building another internal department.