Ep. 5 - Avery LaPan and The Power of Collaboration with Clients episode artwork

EPISODE · Jun 11, 2025 · 28 MIN

Ep. 5 - Avery LaPan and The Power of Collaboration with Clients

from On the Fringe · host Anne Larson

In this episode, Anne sits down with Avery LaPan, Client Success Manager at EPRLive, to talk about what it really takes to guide NECA chapters and their partners through a successful implementation. From the first CBA review to full contractor adoption, Avery walks us through the hands-on, highly collaborative process of launching a digital reporting system and why communication, clarity, and curiosity matter just as much as software. Whether you're managing a team or coordinating across multiple fund offices and locals, Avery shares practical insights, surprising challenges, and the moments that make it all worth it. Have feedback or guest ideas? Email us at [email protected] Learn more at www.eprlive.com Host: Anne Larson Produced & Edited By: John Shaw Music by: Kellan Green Chapters (00:00:00) - Welcome & Why Implementation Matters(00:01:19) - A Day in Client Success(00:03:02) - Inside the EPRLive Onboarding Process(00:06:03) - What Makes an Implementation Succeed(00:12:35) - Go-Live, First-Month Support & Contractor Adoption(00:17:35) - Lessons Learned, Surprises & Avery’s Best Advice

In this episode, Anne sits down with Avery LaPan, Client Success Manager at EPRLive, to talk about what it really takes to guide NECA chapters and their partners through a successful implementation. From the first CBA review to full contractor adoption, Avery walks us through the hands-on, highly collaborative process of launching a digital reporting system and why communication, clarity, and curiosity matter just as much as software. Whether you're managing a team or coordinating across multiple fund offices and locals, Avery shares practical insights, surprising challenges, and the moments that make it all worth it. Have feedback or guest ideas? Email us at [email protected] Learn more at www.eprlive.com Host: Anne Larson Produced & Edited By: John Shaw Music by: Kellan Green

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Ep. 5 - Avery LaPan and The Power of Collaboration with Clients

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In this episode, Anne sits down with Avery LaPan, Client Success Manager at EPRLive, to talk about what it really takes to guide NECA chapters and their partners through a successful implementation. From the first CBA review to full contractor...

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