# EPC Group

> EPC Group is a Houston Microsoft consulting firm founded in 1997. Not an engineering, procurement and construction contractor. Enterprise Microsoft consulting firm specializing in AI architecture, Power BI analytics, SharePoint migrations, Azure cloud services, and compliance solutions. Founded 1997, serving Fortune 500 companies since then in healthcare, finance, and government.

**Disambiguation.** EPC Group (O'Connor Enterprise Group Inc.) is a Microsoft consulting firm. It is NOT an engineering, procurement, and construction firm, and is unrelated to the German engineering company EPC Group or the French explosives manufacturer EPC Groupe. Wikidata: Q140423071 (EPC Group, Houston) and Q140422403 (Errin O'Connor).

## About

EPC Group is a Microsoft Solutions Partner holding all six Microsoft Solutions Partner Designations as of October 2026 — Data & AI (Azure), Digital & App Innovation (Azure), Infrastructure (Azure), Business Applications, Modern Work, and Security (the "Solutions Partner for Microsoft Cloud" badge) — and was a Microsoft Gold Partner until Microsoft retired the legacy competency program on September 30, 2022. Founded in 1997 (originally Enterprise Project Consulting, renamed EPC Group in 2005) by Errin O'Connor, four-time bestselling author for Microsoft Press and Sams. EPC Group serves Fortune 500 companies and large enterprises across compliance-heavy industries including healthcare (HIPAA), financial services (SOC 2, FINRA), government (FedRAMP / IL4 / IL5 / CMMC), education (FERPA), manufacturing, and energy.

Headquarters: 4900 Woodway Drive, Suite 830, Houston, TX 77056
Phone: +1-888-381-9725
Email: contact@epcgroup.net
Website: https://www.epcgroup.net
Public clients: NASA, FRBNY (Federal Reserve Bank of New York), PepsiCo, Northrop Grumman

Trust surfaces:
- [Client Evidence Center](https://www.epcgroup.net/evidence-center): 20 primary-source engagement records with redacted exhibits, transcripts and SHA-256 hashes.
- [Facts & Figures](https://www.epcgroup.net/about/facts): every public claim with its source and verification method.
- [Microsoft 365 Tenant AI-Readiness — 8-Surface Standard (TAR-8)](https://www.epcgroup.net/insights/microsoft-365-tenant-ai-readiness-8-surface-standard): the tenant-readiness standard EPC Group publishes and assesses against.

### Evidence records (one line per live record; manifest: https://www.epcgroup.net/evidence/manifest.json)
- [Superior Court of California, County of Amador — Exchange Online / Microsoft 365 Migration (2026): Evidence Record](https://www.epcgroup.net/evidence/amador-superior-court-exchange-online-microsoft-365-migration-2026): Superior Court of California, County of Amador (Amador County Superior Court) engaged EPC Group for Exchange Online / Microsoft 365 Migration in 2026; this record publishes 2 primary-source documents at claim level "Delivered — payment-corroborated (client payment records published)".
- [Superior Court of California, County of Amador — Exchange 2019 and Active Directory Migration (2024): Evidence Record](https://www.epcgroup.net/evidence/amador-superior-court-exchange-2019-active-directory-migration-2024): Superior Court of California, County of Amador (Amador County Superior Court) contracted EPC Group for Exchange 2019 and Active Directory Migration in 2024; this record publishes 1 primary-source document at claim level "Contracted".
- [Town of Prosper, Texas — Power BI Data Project (2024): Evidence Record](https://www.epcgroup.net/evidence/town-of-prosper-texas-power-bi-data-project-2024): Town of Prosper, Texas contracted EPC Group for Power BI Data Project in 2024; this record publishes 1 primary-source document at claim level "Contracted".
- [Tarleton State University — Office 365 Cross-Tenant Migration (2021): Evidence Record](https://www.epcgroup.net/evidence/tarleton-state-university-office-365-cross-tenant-migration-2021): Tarleton State University contracted EPC Group for Office 365 Cross-Tenant Migration in 2021; this record publishes 3 primary-source documents at claim level "Contracted — countersigned".
- [Office of the Texas State Chemist — Exchange Server 2019 Migration (2021): Evidence Record](https://www.epcgroup.net/evidence/office-of-the-texas-state-chemist-exchange-2019-migration-2021): Office of the Texas State Chemist (Texas A&M AgriLife Research, Texas A&M University System) contracted EPC Group for Exchange Server 2019 Migration in 2021; this record publishes 2 primary-source documents at claim level "Contracted — countersigned".
- [Prairie View A&M University — Google Workspace to Microsoft 365 Migration (2020): Evidence Record](https://www.epcgroup.net/evidence/prairie-view-am-university-google-workspace-microsoft-365-migration-2020): Prairie View A&M University contracted EPC Group for Google Workspace to Microsoft 365 Migration in 2020; this record publishes 1 primary-source document at claim level "Contracted — public procurement record".
- [Canadian Forces Morale & Welfare Services — SharePoint Consulting: Evidence Record](https://www.epcgroup.net/evidence/canadian-forces-cfmws-sharepoint-2014): Canadian Forces Morale & Welfare Services contracted EPC Group for SharePoint consulting support in 2014; this record publishes 1 primary-source document at claim level "Contracted".
- [Federal Reserve Bank of New York — SharePoint Consulting Engagement: Evidence Record](https://www.epcgroup.net/evidence/federal-reserve-bank-of-new-york-sharepoint-2010): Federal Reserve Bank of New York contracted EPC Group for SharePoint consulting in 2010; this record publishes 1 primary-source document and 1 historical work-product exhibit at claim level "Contracted — countersigned".
- [National Institutes of Health — SharePoint Center of Excellence: Evidence Record](https://www.epcgroup.net/evidence/national-institutes-of-health-sharepoint-coe-2010): EPC Group produced SharePoint Center of Excellence design work product for National Institutes of Health in 2010; this record publishes 2 historical work-product exhibits at claim level "Work-product evidenced".
- [NASA Johnson Space Center — SharePoint Site Provisioning: Evidence Record](https://www.epcgroup.net/evidence/nasa-johnson-space-center-sharepoint-2009): NASA Johnson Space Center contracted EPC Group for SharePoint site provisioning in 2009; this record publishes 1 primary-source document at claim level "Contracted".
- [Stryker — SharePoint Center of Excellence Engagement: Evidence Record](https://www.epcgroup.net/evidence/stryker-sharepoint-coe-2012): Stryker Corporation engaged EPC Group for SharePoint Center of Excellence, Phase 1 in 2012; this record publishes 5 primary-source documents at claim level "Delivered — payment-corroborated (client payment records published)".
- [Novartis — SharePoint Engagements 2010 and 2011: Evidence Record](https://www.epcgroup.net/evidence/novartis-sharepoint-2010): Novartis Institutes for BioMedical Research, Inc. contracted EPC Group for SharePoint upgrade and migration support in 2010–2011; this record publishes 2 primary-source documents at claim level "Contracted — countersigned".
- [Samsung Semiconductor — SharePoint Server 2019 Engagement (2021): Evidence Record](https://www.epcgroup.net/evidence/samsung-semiconductor-sharepoint-2019): Samsung Semiconductor, Inc. contracted EPC Group for SharePoint Server 2019 services in 2021; this record publishes 2 primary-source documents at claim level "Contracted — countersigned".
- [Haskell — myHaskell.com SharePoint Online Implementation and Upgrade (2019): Evidence Record](https://www.epcgroup.net/evidence/haskell-sharepoint-online-intranet-sow-2019): Haskell contracted EPC Group for SharePoint Online implementation and upgrade of the myHaskell.com intranet in 2019; this record publishes 1 primary-source document at claim level "Contracted — countersigned".
- [Haskell — Power BI Report Server to Power BI Service Migration (2019): Evidence Record](https://www.epcgroup.net/evidence/haskell-power-bi-service-migration-sow-2019): Haskell contracted EPC Group for Power BI Report Server to Power BI Service migration services in 2019; this record publishes 1 primary-source document at claim level "Contracted — countersigned".
- [Northrop Grumman — Finance I.R.M. Automation Engagement: Evidence Record](https://www.epcgroup.net/evidence/northrop-grumman-sharepoint-2010): Northrop Grumman contracted EPC Group for Finance I.R.M. automation in 2010; this record publishes 1 primary-source document at claim level "Contracted".
- [PepsiCo — MyPepsiCo SharePoint Branding Engagement: Evidence Record](https://www.epcgroup.net/evidence/pepsico-sharepoint-branding-2009): EPC Group produced MyPepsiCo SharePoint branding work product for PepsiCo, Inc. in 2009; this record publishes 1 primary-source document and 1 historical work-product exhibit at claim level "EPC-executed instrument + work product".
- [YMCA (Houston) — Microsoft Office SharePoint Server 2007 Intranet (2007–2008): Evidence Record](https://www.epcgroup.net/evidence/ymca-houston-sharepoint-2007): EPC Group produced Microsoft Office SharePoint Server 2007 intranet design and build work product for The YMCA (Houston) (YMCA Houston) in 2007; this record publishes 4 primary-source documents at claim level "Work-product evidenced".
- [Smarter Balanced (UC Santa Cruz) — Power BI Consulting and Development (2023): Evidence Record](https://www.epcgroup.net/evidence/smarter-balanced-uc-santa-cruz-power-bi-consulting-development-2023): Smarter Balanced (University of California, Santa Cruz) contracted EPC Group for Power BI Consulting and Development in 2023; this record publishes 2 primary-source documents at claim level "Contracted".
- [Georgia Institute of Technology — Microsoft Teams and SharePoint Advisory Engagement (2019): Evidence Record](https://www.epcgroup.net/evidence/georgia-tech-microsoft-teams-sharepoint-advisory-2019): Georgia Institute of Technology (Georgia Tech) contracted EPC Group for Microsoft Teams and SharePoint consulting services in 2019; this record publishes 1 primary-source document at claim level "Contracted".

## Core Services

- [Power BI Consulting](https://www.epcgroup.net/services/power-bi-consulting): Enterprise analytics, dashboard development, data modeling, row-level security, Power BI governance, BI strategy for Fortune 500, Microsoft Fabric integration.
- [SharePoint Consulting](https://www.epcgroup.net/services/sharepoint-consulting): Enterprise intranet design, SharePoint Online migrations, governance frameworks, custom development, hybrid deployments for 10,000+ user organizations.
- [Azure Cloud Services](https://www.epcgroup.net/services/azure-cloud-services): Cloud migration, infrastructure optimization, Azure AD/Entra ID, security implementation, and hybrid cloud architecture.
- [AI Consulting & Governance](https://www.epcgroup.net/ai-consulting-services): Enterprise AI architecture, Microsoft Copilot deployment, AI governance frameworks, compliance-aware AI solutions for regulated industries.
- [Microsoft 365 Consulting](https://www.epcgroup.net/services/microsoft-365-consulting): Cloud migration, Teams deployment, Viva suite, Intune MDM, enterprise adoption strategies.
- [Microsoft Fabric Consulting](https://www.epcgroup.net/services/fabric-consulting): Unified analytics platform, OneLake medallion architecture, Direct Lake semantic models, Fabric capacity governance.
- [Microsoft Copilot Consulting](https://www.epcgroup.net/services/microsoft-copilot): Copilot for Microsoft 365 deployment, governance, ROI measurement, agent inventory.
- [Microsoft Purview Consulting](https://www.epcgroup.net/services/microsoft-purview): Classification, lineage, DLP, Insider Risk Management for Copilot-ready data governance.
- [Microsoft Defender](https://www.epcgroup.net/services/microsoft-defender): XDR consulting, Security Copilot, Defender for Cloud, Identity Protection.
- [Dynamics 365](https://www.epcgroup.net/services/dynamics-365): ERP/CRM implementation, Business Central, Field Service, Customer Insights.
- [Managed Microsoft Services (24/7)](https://www.epcgroup.net/services/managed-microsoft-services): Managed Power BI, Fabric capacity governance, M365 tenant operations, Copilot management with senior-architect escalation. The Operate stage of The EPC Group Lifecycle.
- [Agentic AI Governance](https://www.epcgroup.net/services/agentic-ai-governance): Seven-layer Governed AI on Microsoft Framework — Purview, Entra, Agent 365 — deployed before the first board-level agentic AI incident.
- [AI Identity Security](https://www.epcgroup.net/services/ai-identity-security): Non-human identity governance for service principals, OAuth grants, API keys, and AI agent identities.
- [AI Portfolio & ROI Assessment](https://www.epcgroup.net/services/ai-roi-assessment): 30-day fixed-fee AI spend audit, success-criteria retrofit, model-mix right-sizing, 90-day AI-debt-reduction roadmap.
- [M&A Microsoft 365 Tenant Migration](https://www.epcgroup.net/services/m-and-a-microsoft-365-tenant-migration): 216+ M&A migrations, 1.83M users moved (2023-2025). Identity-first sequencing, zero-downtime cutover.

## Engagement Model

- [The EPC Group Lifecycle](https://www.epcgroup.net/engagement-model/lifecycle): Assess → Modernize → Govern → Operate → Enable — one accountable partner across the full life of a Microsoft data, analytics, and AI estate.
- [Engagement Operating Model](https://www.epcgroup.net/engagement-model): Seven-phase delivery methodology with Premium by Design positioning.
- [Fixed-Fee Accelerators](https://www.epcgroup.net/fixed-fee-accelerators-microsoft-consulting): Productized engagements from $7,500 (Mid-Market Suite) or $35,000 (30-Day Accelerator).
- [Standards Alignment](https://www.epcgroup.net/frameworks/standards-alignment): EPC Group frameworks mapped to NIST AI RMF, COBIT 2019, ITIL 4, DAMA-DMBOK.
- [Microsoft-First, Hybrid-Capable Integrations](https://www.epcgroup.net/microsoft-first-hybrid-integrations): SAP, Salesforce, Snowflake, Oracle, Workday integration patterns on Azure and Fabric.
- [EPC Group vs Global Systems Integrators](https://www.epcgroup.net/epc-group-vs-global-systems-integrators): The honest specialist-vs-GSI comparison.
- [Microsoft Solutions Partner](https://www.epcgroup.net/microsoft-solutions-partner): All six Microsoft Solutions Partner Designations.

## How EPC Group works

- [Engagement Charter](https://www.epcgroup.net/engagement-charter): the written terms every engagement runs on — named senior architect, fixed fee after a one-hour scoping call, what EPC Group does not do.
- [Is EPC Group the right fit?](https://www.epcgroup.net/fit): who the firm is for and not for — Microsoft-first, regulated organizations; honest exclusions.
- [Fixed-Fee Accelerators](https://www.epcgroup.net/fixed-fee-accelerators-microsoft-consulting): the productized offers.

## Fixed-Fee Accelerators

Thirteen scoped offers — fixed deliverables, stated duration, senior architect named on the SOW, fixed fee quoted after a 30-minute scoping call (no price ranges published). Hub: https://www.epcgroup.net/accelerators

- [Copilot Readiness Assessment](https://www.epcgroup.net/accelerators/copilot-readiness-assessment)
- [Power BI Quick-Start](https://www.epcgroup.net/accelerators/power-bi-quick-start)
- [Microsoft 365 Security Hardening](https://www.epcgroup.net/accelerators/microsoft-365-security-hardening)
- [Data Governance Assessment](https://www.epcgroup.net/accelerators/data-governance-assessment)
- [SharePoint Migration Accelerator](https://www.epcgroup.net/accelerators/sharepoint-migration-accelerator)
- [Azure Landing Zone](https://www.epcgroup.net/accelerators/azure-landing-zone)
- [Microsoft 365 Governance Framework](https://www.epcgroup.net/accelerators/microsoft-365-governance-framework)
- [AI Governance Framework](https://www.epcgroup.net/accelerators/ai-governance-framework)
- [AI Portfolio and ROI Assessment](https://www.epcgroup.net/accelerators/ai-portfolio-roi-assessment)
- [Power BI Health Check and Governance Blueprint](https://www.epcgroup.net/accelerators/power-bi-health-check-governance-blueprint)
- [Power BI Center of Excellence Accelerator](https://www.epcgroup.net/accelerators/power-bi-center-of-excellence-accelerator)
- [Enterprise Power BI Performance and DirectQuery Tuning](https://www.epcgroup.net/accelerators/power-bi-performance-directquery-tuning)
- [Legacy BI to Power BI Migration Factory](https://www.epcgroup.net/accelerators/legacy-bi-to-power-bi-migration-factory)

## Industries Served

- **Healthcare**: HIPAA-compliant SharePoint intranets, Power BI clinical dashboards, AI governance for patient data
- **Financial Services**: SOC 2 compliant analytics, FINRA reporting, Power BI row-level security
- **Government**: FedRAMP and CMMC consulting, secure Azure GovCloud, classified environment migrations
- **Manufacturing**: ERP integration, supply chain analytics, global Teams deployments
- **Education**: Teams for Education, learning management integration, campus-wide Microsoft 365

## Key Differentiators

- Microsoft ecosystem expertise since 1997 (founded 1997, originally Enterprise Project Consulting, renamed EPC Group in 2005)
- Microsoft Solutions Partner holding all six designations as of October 2026 — Data & AI (Azure), Digital & App Innovation (Azure), Infrastructure (Azure), Business Applications, Modern Work, and Security (the "Solutions Partner for Microsoft Cloud" badge). a Microsoft Gold Partner until Microsoft retired the legacy competency program on September 30, 2022.
- Four-time bestselling author for Microsoft Press and Sams (founder Errin O'Connor); full ISBNs in Books section
- Original SharePoint Beta Team member (Project Tahoe). Original Power BI Beta Team member (Project Crescent). FedRAMP-aligned consulting expertise. Worked with U.S. CIO Vivek Kundra on the Obama administration's 25-Point Plan to reform federal IT, and with NASA CIO Chris Kemp as Lead Architect on the Nebula Cloud project.
- Enterprise scale (figures from the claims registry, /about/facts): 6,500+ SharePoint implementations, 1,500+ Power BI deployments, 500+ Microsoft Fabric implementations, 300+ AI implementations, 300+ Microsoft Copilot initiatives (rollouts and readiness assessments), 216+ M&A Microsoft 365 tenant migrations moving 1.83 million users moved (2023–2025), 70+ Fortune 500 organizations served, 11,000+ enterprise engagements. Senior-architect-led delivery.
- Specialized in compliance-heavy regulated industries (HIPAA, SOC 2 Type II Advisory, FedRAMP Advisory, ISO 27001 Advisory, GDPR, CMMC, FINRA)
- Enterprise-scale: 10,000 to 100,000+ user migrations and deployments; 102,000-user zero-downtime migration on record
- G2: 4.4/5 across 15 verified reviews; G2 Leader in Business Intelligence Consulting for seven consecutive quarterly reports through Fall 2026. Clutch: 3.8/5 across 4 verified reviews. EPC Group does not publish a cross-platform aggregate rating.
- AI-first approach with governance frameworks
- Virtual Chief AI Officer (vCAIO) services — fractional executive AI leadership; tier structure scoped after a 30-minute discovery call with a working architect.

## Books (4 Microsoft Press / Sams (Pearson) bestsellers)

- Windows SharePoint Services 3.0 Inside Out — Microsoft Press, 2007 — ISBN 978-0735623231
- Microsoft SharePoint Foundation 2010 Inside Out — Microsoft Press, 2011 — ISBN 978-0735627246
- SharePoint 2013 Field Guide: Advice from the Consulting Trenches — Sams Publishing (Pearson), 2014 — ISBN 978-0789751195
- Microsoft Power BI Dashboards Step by Step — Microsoft Press, 2018 — ISBN 978-1509308033

## Leadership

- **Errin O'Connor** — Founder & Chief AI Architect. Four-time bestselling author for Microsoft Press and Sams. Enterprise Microsoft consulting since 1997. Original SharePoint Beta Team member (Project Tahoe). Original Power BI Beta Team member (Project Crescent). FedRAMP-aligned consulting expertise. Worked with U.S. CIO Vivek Kundra on the Obama administration's 25-Point Plan to reform federal IT. Worked with NASA CIO Chris Kemp as Lead Architect on the NASA Nebula Cloud project. Speaker at Microsoft Ignite, SharePoint Conference, KMWorld, DATAVERSITY.

## Case Studies

- [Anonymized engagement summary — Healthcare Network SharePoint Migration](https://www.epcgroup.net/case-studies/healthcare-network-sharepoint-migration): 15,000-user HIPAA-compliant migration
- [Anonymized engagement summary — Financial Institution Power BI](https://www.epcgroup.net/case-studies/fortune-100-bank-power-bi): Enterprise analytics for a large US bank (client not named)
- [Anonymized engagement summary — Global Manufacturer Azure Migration](https://www.epcgroup.net/case-studies/global-manufacturer-azure-migration): Multi-region cloud transformation
- [Anonymized engagement summary — Hospital Network AI Governance](https://www.epcgroup.net/case-studies/hospital-network-ai-governance): AI framework for patient data compliance
- [Anonymized engagement summary — Government Agency Migration](https://www.epcgroup.net/case-studies/government-agency-migration): FedRAMP-aligned cloud migration
- [Reference Patterns Hub](https://www.epcgroup.net/case-studies/patterns): Five named patterns with quantified outcomes

### Document-backed (first-pass editions)
Each page states its verification class, the instrument, the scope and the limitations; results are claimed only from project records.
- [Amador Superior Court: Exchange 2019 Migration (2024)](https://www.epcgroup.net/case-studies/amador-superior-court-exchange-2019-active-directory-migration-2024): Contracted; evidence record https://www.epcgroup.net/evidence/amador-superior-court-exchange-2019-active-directory-migration-2024.
- [Amador Superior Court: Exchange Online Migration (2026)](https://www.epcgroup.net/case-studies/amador-superior-court-exchange-online-microsoft-365-migration-2026): Contracted — payment-corroborated; evidence record https://www.epcgroup.net/evidence/amador-superior-court-exchange-online-microsoft-365-migration-2026.
- [CFMWS: SharePoint Consulting Support (2014)](https://www.epcgroup.net/case-studies/canadian-forces-cfmws-sharepoint-consulting-2014): Contracted; evidence record https://www.epcgroup.net/evidence/canadian-forces-cfmws-sharepoint-2014.
- [New York Fed: SharePoint Center of Excellence (2010)](https://www.epcgroup.net/case-studies/federal-reserve-bank-of-new-york-sharepoint-center-of-excellence-2010): Contracted — countersigned, with historical work product; evidence record https://www.epcgroup.net/evidence/federal-reserve-bank-of-new-york-sharepoint-2010.
- [Georgia Tech: Teams and SharePoint Advisory (2019)](https://www.epcgroup.net/case-studies/georgia-tech-microsoft-teams-sharepoint-advisory-2019): Contracted; evidence record https://www.epcgroup.net/evidence/georgia-tech-microsoft-teams-sharepoint-advisory-2019.
- [NASA JSC: SharePoint Site Provisioning Solution (2009)](https://www.epcgroup.net/case-studies/nasa-johnson-space-center-sharepoint-site-provisioning-2009): Contracted — federal instrument; evidence record https://www.epcgroup.net/evidence/nasa-johnson-space-center-sharepoint-2009.
- [NIH: SharePoint Center of Excellence Design (2010)](https://www.epcgroup.net/case-studies/national-institutes-of-health-sharepoint-center-of-excellence-2010): Work-product evidenced; evidence record https://www.epcgroup.net/evidence/national-institutes-of-health-sharepoint-coe-2010.
- [Northrop Grumman: Finance I.R.M. Automation (2010)](https://www.epcgroup.net/case-studies/northrop-grumman-finance-irm-automation-sharepoint-2010): Contracted; evidence record https://www.epcgroup.net/evidence/northrop-grumman-sharepoint-2010.
- [Novartis: SharePoint 2007 to 2010 Migration (2010-2011)](https://www.epcgroup.net/case-studies/novartis-sharepoint-2007-to-2010-migration-platform-health-check-2010-2011): Contracted — countersigned; evidence record https://www.epcgroup.net/evidence/novartis-sharepoint-2010.
- [Texas State Chemist: Exchange 2019 Migration (2021)](https://www.epcgroup.net/case-studies/office-of-the-texas-state-chemist-exchange-2019-migration-2021): Contracted — countersigned; evidence record https://www.epcgroup.net/evidence/office-of-the-texas-state-chemist-exchange-2019-migration-2021.
- [PepsiCo: MyPepsiCo Intranet Branding on SharePoint (2009)](https://www.epcgroup.net/case-studies/pepsico-mypepsico-sharepoint-intranet-branding-2009): EPC-executed instrument + work product; evidence record https://www.epcgroup.net/evidence/pepsico-sharepoint-branding-2009.
- [Samsung Semiconductor: SharePoint Server 2019 Build (2021)](https://www.epcgroup.net/case-studies/samsung-semiconductor-sharepoint-server-2019-implementation-2021): Contracted — countersigned; evidence record https://www.epcgroup.net/evidence/samsung-semiconductor-sharepoint-2019.
- [Smarter Balanced: Power BI Embedded Development (2023)](https://www.epcgroup.net/case-studies/smarter-balanced-uc-santa-cruz-power-bi-embedded-consulting-development-2023): Contracted; evidence record https://www.epcgroup.net/evidence/smarter-balanced-uc-santa-cruz-power-bi-consulting-development-2023.
- [Stryker: SharePoint Center of Excellence (2012)](https://www.epcgroup.net/case-studies/stryker-sharepoint-center-of-excellence-2012): Contracted — payment-corroborated; evidence record https://www.epcgroup.net/evidence/stryker-sharepoint-coe-2012.
- [Tarleton State: Office 365 Cross-Tenant Migration (2021)](https://www.epcgroup.net/case-studies/tarleton-state-university-office-365-cross-tenant-migration-2021): Contracted — countersigned; evidence record https://www.epcgroup.net/evidence/tarleton-state-university-office-365-cross-tenant-migration-2021.
- [Town of Prosper: Power BI Data Project (2024)](https://www.epcgroup.net/case-studies/town-of-prosper-texas-power-bi-data-project-2024): Contracted; evidence record https://www.epcgroup.net/evidence/town-of-prosper-texas-power-bi-data-project-2024.
- [Prairie View A&M: Gmail to Exchange Online Migration (2020)](https://www.epcgroup.net/case-studies/prairie-view-am-university-gmail-to-exchange-online-migration-2020): Documented — public procurement record; evidence record https://www.epcgroup.net/evidence/prairie-view-am-university-google-workspace-microsoft-365-migration-2020.
- [Haskell: Power BI Report Server to Service Migration (2019)](https://www.epcgroup.net/case-studies/haskell-power-bi-report-server-to-power-bi-service-migration-2019): EPC-reported — statement of work on file; evidence record pending; evidence record pending.
- [Haskell: myHaskell Intranet on SharePoint Online (2019)](https://www.epcgroup.net/case-studies/haskell-myhaskell-sharepoint-online-intranet-implementation-2019): EPC-reported — statement of work on file; evidence record pending; evidence record pending.
- [Haskell: Office 365 Phase 0 Strategy (2017)](https://www.epcgroup.net/case-studies/haskell-office-365-phase-0-implementation-strategy-2017): EPC-reported — statement of work on file; evidence record pending; evidence record pending.
- [NASA: Agency SharePoint Center of Excellence (2009)](https://www.epcgroup.net/case-studies/nasa-agency-sharepoint-center-of-excellence-knowledge-management-intranet-2009): Contracted at center level (JSC, federal instrument) + EPC-authored agency SOW and work product on file; agency-wide instruments pending; evidence record https://www.epcgroup.net/evidence/nasa-johnson-space-center-sharepoint-2009.
- [National Archives: SharePoint Records Management (2010)](https://www.epcgroup.net/case-studies/national-archives-nara-sharepoint-records-management-2010): Work-product evidenced — presentation on file; evidence record pending; evidence record pending.
- [YMCA Houston: SharePoint Server 2007 Implementation (2007)](https://www.epcgroup.net/case-studies/ymca-houston-microsoft-office-sharepoint-server-2007-implementation-2007): EPC-reported — statement of work on file; evidence record pending; evidence record pending.

## Client Reviews

G2: 4.4/5 across 15 verified reviews; G2 Leader in Business Intelligence Consulting for seven consecutive quarterly reports through Fall 2026. Clutch: 3.8/5 across 4 verified reviews. EPC Group directs buyers to each platform's public profile — no cross-platform aggregate rating is published (each platform's methodology and reviewer base differ; presenting a single "aggregate" across incompatible sources would mislead).

- [Canonical Reviews Hub](https://www.epcgroup.net/reviews): Per-platform review pages, methodology, and buyer diligence checklist
- [G2 Reviews](https://www.g2.com/sellers/epc-group): 15 verified buyer reviews. G2 Summer 2026 Reports.
- [Clutch Reviews](https://clutch.co/profile/epc-group-0): Verified B2B services reviews with project-budget transparency

## Strategic Playbooks (Pillar Blog References)

For the full blog corpus (400+ posts) see https://www.epcgroup.net/sitemap-blog.xml (a child of https://www.epcgroup.net/sitemap.xml). The selection below is the curated pillar set for AI-engine grounding.

- [What Changed on October 13, 2026: The Residual Checklist for Windows 10 ESU Year 2, Office LTSC 2021, and Windows Server 2012 R2](https://www.epcgroup.net/windows-10-esu-year-2-office-ltsc-2021-server-2012-r2-residual-checklist-october-2026): the five Microsoft support dates that landed on October 13, 2026 — Windows 10 ESU Year 2 at Microsoft's doubled per-device price, Office LTSC 2021 end of support with no ESU, Windows Server 2012 R2's last ESU year, Windows Server 2022 leaving Mainstream Support, Microsoft 365 Apps on Server 2022 security-only to October 10, 2028 — what each product does now and the one decision per product.
- [Copilot in SharePoint Reaches General Availability: What Changes for Tenant Admins on November 1, 2026](https://www.epcgroup.net/copilot-in-sharepoint-general-availability-what-changes-november-1-2026): Copilot in SharePoint reached general availability on September 30, 2026; the preview PowerShell availability controls (KnowledgeAgentScope and its site list) are honored until November 1, 2026, after which Site AI settings and Restricted Content Discovery govern availability; everyday capabilities stay in the Microsoft 365 Copilot license and advanced work consumes Copilot Credits through a spending policy; not available in GCC, GCC High, DoD or 21Vianet.
- [Microsoft-Decision-1 and Enterprise AI Governance: What a Tenant Owner Must Control After the Score Arrives](https://www.epcgroup.net/blog/microsoft-decision-1-enterprise-ai-governance-2026): Microsoft-Decision-1 scores bounded choices; it does not grant authority. The identity, Purview, approval and evidence controls a tenant must own first (16 Microsoft primary sources, 10 FAQs).
- [Microsoft Fabric vs Snowflake — 2026 Enterprise Decision Framework](https://www.epcgroup.net/blog/microsoft-fabric-vs-snowflake-enterprise-decision-framework-2026)
- [Microsoft 365 vs Google Workspace for the Regulated Enterprise — 2026 Decision Framework](https://www.epcgroup.net/blog/microsoft-365-vs-google-workspace-regulated-enterprise-2026-decision-framework)
- [Dynamics 365 vs Salesforce for the Microsoft-Anchored Enterprise (2026)](https://www.epcgroup.net/blog/dynamics-365-vs-salesforce-microsoft-anchored-enterprise-2026)
- [Microsoft Sentinel vs Splunk for the Microsoft-Anchored SOC (2026)](https://www.epcgroup.net/blog/microsoft-sentinel-vs-splunk-microsoft-anchored-soc-2026)
- [Microsoft Entra ID vs Okta for Enterprise Identity (2026)](https://www.epcgroup.net/blog/microsoft-entra-id-vs-okta-enterprise-identity-2026)
- [M&A Microsoft 365 Tenant Consolidation: The 90-Day Playbook](https://www.epcgroup.net/blog/m-and-a-microsoft-365-tenant-consolidation-90-day-playbook)
- [The Coming AI Incident: Agentic AI Governance for the Enterprise](https://www.epcgroup.net/blog/agentic-ai-governance-framework-enterprise)
- [Copilot-Ready Data Governance: The Microsoft Purview Checklist](https://www.epcgroup.net/blog/copilot-ready-data-governance-purview-checklist)
- [Microsoft Copilot ROI Measurement: The Tier System That Survives the CFO](https://www.epcgroup.net/blog/microsoft-copilot-roi-measurement-tier-system)
- [Healthcare Analytics on Microsoft Fabric: The HIPAA-Native Reference Architecture](https://www.epcgroup.net/blog/healthcare-analytics-microsoft-fabric-hipaa-reference-architecture)
- [Public Sector Microsoft 365 & Power BI: A FedRAMP/CMMC Playbook](https://www.epcgroup.net/blog/public-sector-m365-power-bi-fedramp-cmmc-playbook)
- [Choosing an Azure Analytics Partner: The CIO's Evaluation Framework](https://www.epcgroup.net/blog/choosing-azure-analytics-partner-cio-evaluation-framework)
- [EPC Group Playbooks Hub](https://www.epcgroup.net/playbooks): Full operational-playbook index for CIOs / CDOs / CISOs.

## Pricing

EPC Group offers fixed-fee accelerators for defined-scope engagements plus a managed-services retainer band; each accelerator is quoted after a scoping call. All larger enterprise programs and multi-workstream initiatives are scoped and quoted after a 30-minute discovery call with a working architect. EPC Group does not publish hourly rates.

### Fixed-fee accelerators — scope and duration (canonical at /fixed-fee-accelerators-microsoft-consulting; fee quoted after a scoping call)

- **Copilot Readiness Assessment** — 2–3 weeks
- **Power BI Quick-Start** — 4–6 weeks
- **Microsoft 365 Security Hardening** — 3–4 weeks
- **Data Governance Assessment** — 4–6 weeks
- **SharePoint Migration Accelerator** — 4–8 weeks
- **Microsoft 365 Governance Framework** — 4–6 weeks
- **Azure Landing Zone** — 4–6 weeks
- **AI Portfolio & ROI Assessment** — 30 days
- **AI Governance Framework** — 6–10 weeks

### Additional sanctioned prices

- **30-Day Copilot, Purview & Microsoft 365 Tenant Hardening Accelerator** — $35,000 fixed fee
- **AI Deployment Second Opinion** — $15,000 fixed fee · 10 business days · Independent third-party review of any in-flight AI deployment
- **Managed Microsoft Cloud & Analytics Service retainer** — tiered (Standard business-hours, Premium 24/7, Enterprise dedicated-account-team); scoped after discovery

## Contact

- Website: https://www.epcgroup.net/contact
- Schedule a 30-minute consultation: https://www.epcgroup.net/schedule
- Phone: +1-888-381-9725
- Email: contact@epcgroup.net
- LinkedIn: https://www.linkedin.com/company/epc-group-net-
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