EPSi Training

EPSi University

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EPSi University Advanced Centralized Training

Based upon customer feedback from 2021, EPSi University has enhanced and elevated its’ training curriculum. EPSi University will now only offer live, instructor-led, Advanced trainings for Product Line Analysis, Budgeting and Cost! Training will continue to be held virtually, with the hope to offer face-to-face training in our state-of-the-art training center in Chesterfield, MO soon. This New Advanced Training program, created exclusively for EPSi clients, will be taught by our system experts and it is designed to empower all EPSi Super Users to become better equipped to maintain and optimize their EPSi toolset. The courses will offer hands-on exercises, enhanced system architecture documentation and how-to guides. As an added bonus, our attendees will develop a network of other advanced EPSi Super Users who can be invaluable resources as new day-to-day challenges emerge.

As part of our ongoing efforts to provide the most educational experiences and opportunities for our clients, our Client Success Team has created content, curricula and courses to deepen the knowledge base of our EPSi software and its offerings. This Client Success portal is the go-to place for:

  • The latest EPSi software training for all software solutions
  • On-Demand Courses
  • On-Demand Webinars 
  • On-Demand recorded Virtualized Centralized Training sessions
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You can register for any course in EPSi by following these steps.

Registration requires access to EPSi University.

Registration closes 3 days before the class start date.

available classes

This course provides a deeper and more comprehensive exploration of the Product Line Analysis application. Included within the agenda are user defined fields, data extender, data manager, service groups, external lists and list groups, both product line designer and hierarchy and how to automate processes within data studio. As time allows, advanced reporting, clinical analysis and/or contract modeling may be incorporated as well. Completion and passing grade (80%+) on the assessment for Intro to PLA OR proof of extensive product knowledge based on job history is required before enrollment in this course.

Date: August 9-10

Time: 2 days for 3 hrs./day, 10 am – 1 pm CT

Pre-Requisites: Completion and passing grade (80%+) on the assessment for Intro to PLA OR proof of extensive product knowledge based on job history is required before enrollment in this course

Post Class Assessment Requirement: You must attend the class and pass the test with a 75% or higher grade to successfully complete the course and obtain certification

Register here >

Please refer to the EPSi Training Sign Up Guide or Common FAQs for more information

This advanced course contains variable budgeting, productivity, forecasting, variance analysis, deduction modeling and flexible budgeting. In addition, an introduction to Strategic Product Budgeting will be offered. Completion and passing grade (80%+) on the assessment for Intro to Budgeting OR proof of extensive product knowledge based on job history is required before enrollment in this course.

Date: May 10-11

Time: 2 days for 3 hrs./day, 10 am – 1 pm CT

Pre-Requisites: Completion and passing grade (80%+) on the assessment for Intro to Budget OR proof of extensive product knowledge based on job history is required before enrollment in this course

Post Class Assessment Requirement: You must attend the class and pass the test with a 75% or higher grade to successfully complete the course and obtain certification

Register here >

Please refer to the EPSi Training Sign Up Guide or Common FAQs for more information

Attendees of this advanced costing course will understand the utilization and rationale of the various advanced costing methodologies. In addition, these super users will learn how to appropriately apply these methods within the EPSi Costing product to address their organization’s business needs. Advanced Methodologies include RCC, Volume, RVU, Standard, VCC, Product Line and ABC. Completion and passing grade (80%+) on the assessment for Intro to Costing OR proof of extensive product knowledge based on job history is required before enrollment in this course.

Date: June 7-8

Time: 2 days for 3 hrs./day, 10 am – 1 pm CT

Pre-Requisites: Completion and passing grade (80%+) on the assessment for Intro to Cost OR proof of extensive product knowledge based on job history is required before enrollment in this course

Post Class Assessment Requirement: You must attend the class and pass the test with a 75% or higher grade to successfully complete the course and obtain certification

Register here >

Please refer to the EPSi Training Sign Up Guide or Common FAQs for more information

Please refer to the EPSi Training Sign Up Guide for more information

View Guide

EPSi User Groups

Join your peers for this EPSi focused user community led by Strata’s internal EPSi experts aimed to engage and focus on each tool’s specific EPSi user community.  These networking communities aim to target the more specific user roles within our clients’ finance organization. They hope to hone in on and explore these specific user’s daily challenges and work as a team to identify possible solutions. Each quarter, each of the respective cohorts for PLA, Budget and Cost will meet to discuss feature functionality, end user tips, tricks, and best practices. This user group is open to all EPSi clients.

available groups

Join your peers for EPSi’s Decision Support focused user community led by Strata’s internal EPSi experts aimed to engage and focus on the PLA tool’s specific feature functionality, end user tips, tricks, and best practices.

  • Q3: Thursday, August 11th, 2022, Topic TBD
  • Q4: Thursday, November 10th, 2022, Topic: TBD

Register here >

Join your peers for EPSi’s Cost Accounting focused user community led by Strata’s internal EPSi costing experts aimed to engage and focus on the Costing tool’s specific feature functionality, end user tips, tricks, and best practices.

  • Q2: Thursday, June 9th, 2022, Topic: TBD
  • Q3: Thursday, September 15th, 2022, Topic: TBD
  •  Q4: Thursday, December 8th, 2022, Topic: TBD

Register here >

Join your peers for EPSi’s Budget focused user community led by Strata’s internal EPSi budgeting experts aimed to engage and focus on the Budget tool’s specific feature functionality, end user tips, tricks, and best practices.

  • Q2: Thursday, May 12th, 2022, Topic: TBD
  • Q3: Thursday, July 14th, 2022, Topic: TBD
  • Q4: Thursday, October 13th, 2022, Topic: TBD

Register here >

EPSi Share Group

Join Your EPSi Peers

 

This monthly meeting brings EPSi users together from across the country to discuss topics and questions that fluctuate from month-to-month. This group is open to all EPSi clients.

View Agenda

Session details

Apr 19, 2022 at 2:00 PM CT
May 17, 2022 at 2:00 PM CT
Jun 21, 2022 at 2:00 PM CT
Jul 19, 2022 at 2:00 PM CT
Aug 16, 2022 at 2:00 PM CT
Sep 20, 2022 at 2:00 PM CT
Oct 18, 2022 at 2:00 PM CT
Nov 15, 2022 at 2:00 PM CT
Dec 20, 2022 at 2:00 PM CT

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