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EPC Group — founded in 1997, headquartered in Houston, a Microsoft Solutions Partner holding all six solutions designations — offers enterprise AI strategy, Microsoft Copilot deployment and AI governance frameworks to organizations in the New York Metro Area, including healthcare, financial services, higher education and defense.

Firms to consider for “microsoft copilot consulting”

Grouped by archetype, not ranked. Each firm is described from its own public pages; the right fit depends on your platform, regulatory profile and how much of the work you want a senior architect to lead.

EPC Group delivers enterprise AI consulting in New York, NY. We implement Microsoft Copilot, build AI governance frameworks, and deploy Azure AI solutions for New York Metro organizations. With Microsoft expertise since 1997 and compliance specialization in HIPAA, SOC 2, and FedRAMP, we serve financial services firms, healthcare systems, legal organizations, and media companies.

Key Facts

  • EPC Group serves New York Metro organizations from our nearest regional office with on-site and remote delivery.
  • Microsoft consulting experience since 1997. 4 bestselling books by our founder.
  • HIPAA, SOC 2, and FedRAMP compliance expertise for regulated industries in New York.
  • AI consulting services include Copilot deployment, AI governance, Azure OpenAI, and vCAIO retainers.
  • Engagement timeline: Weeks 1–2 discovery, Weeks 3–6 sprint delivery, Weeks 7–12 production hardening.
  • Optional managed services in three tiers: Essentials, Advanced, and Enterprise.

AI Consulting Services in New York, NY

Last updated by Errin O'Connor, Founder & Chief AI Architect, EPC Group

With experience in Microsoft consulting since 1997 and expertise with Fortune 500 companies, we provide solutions that deliver real results.

AI Consulting Services for New York Metro Area Organizations

Microsoft Copilot for Microsoft 365 implementation

AI governance and compliance frameworks

Custom AI model development with Azure AI

AI readiness assessments

Change management for AI adoption

Why New York Organizations Choose EPC Group

We recognize the specific needs of businesses in the New York Metro Area. Our team has collaborated with:

  • Healthcare systems
  • Financial institutions
  • Government agencies
  • Fortune 500 companies

We deliver Microsoft solutions that meet strict compliance requirements and enhance operational efficiency.

  • Microsoft consulting experience since 1997
  • 4 bestselling books by our founder
  • HIPAA, SOC 2, and FedRAMP compliance expertise
  • Remote and on-site consulting available in NY

Our AI Consulting Services Process

1

Discovery & Assessment

We analyze your current environment and identify opportunities for improvement.

2

Strategy & Planning

We design a customized solution aligned with your business goals and budget.

3

Implementation & Support

We execute the solution and provide ongoing support to ensure success.

Ready to Transform Your Business in New York?

Contact EPC Group today for a free consultation. We'll discuss your needs and show you how our Microsoft Copilot implementation and AI governance can help your organization succeed.

Why New York Metro Organizations Choose EPC Group for Ai Consulting

The New York Metro region has a population of 20.1 million residents. It hosts major companies like:

  • JPMorgan Chase
  • Goldman Sachs
  • Pfizer
  • IBM

This area is one of the most dynamic enterprise technology markets in the United States.

Organizations in sectors such as:

  • Financial services
  • Media
  • Healthcare
  • Technology

are rapidly increasing their investments in the Microsoft platform. They require a consulting partner with the expertise to deliver effective results, not just recommendations.

EPC Group has supported organizations in New York, NY for over a decade. We specialize in Microsoft Copilot deployment, AI governance frameworks, and enterprise AI strategy.

Our team brings experience in the Microsoft ecosystem since 1997. We have successfully completed over 11,000 enterprise projects. Unlike staffing firms, we prioritize delivering results.

Each project is led by senior architects who have managed hundreds of similar implementations.

What Makes New York Enterprises Different

New York organizations face unique challenges. The concentration of financial services, media, healthcare, and technology creates strict compliance requirements. These include:

  • HIPAA for healthcare
  • SOC 2 for financial services
  • FedRAMP for government
  • ISO 42001 for AI governance

EPC Group integrates compliance into every engagement. We focus on it from the start, not as an afterthought. Our frameworks have successfully passed all regulatory audits to date.

  • Fortune 500 banks
  • Healthcare systems
  • Federal agencies

The New York talent market is highly competitive. Organizations need quick solutions and cannot rely on lengthy consulting engagements that only deliver a PowerPoint and a handoff.

EPC Group's fixed-fee accelerator model provides:

  • Production-ready solutions
  • Delivery within 30 to 90 days
  • Copilot governance frameworks
  • Power BI Centers of Excellence
  • Azure landing zones

We focus on pricing based on outcomes, not hours.

Our New York Engagement Model

  • Week 1-2: On-site or remote discovery with your IT, security, and business stakeholders. We audit your current Microsoft environment, identify gaps, and build a prioritized roadmap.
  • Week 3-6: Sprint-based delivery. We implement the highest-value items first — typically Copilot governance, Power BI semantic models, or SharePoint migration waves.
  • Week 7-12: Production hardening, user training, and knowledge transfer. Your team owns the solution when we leave.
  • Ongoing: Optional managed services at three tiers (Essentials, Advanced, Enterprise) for organizations that want 24/7 support and continuous optimization.

Are you ready to discuss your New York project? You can call (888) 381-9725 or email contact@epcgroup.net to set up a free assessment.

Most organizations receive a roadmap within one week.

AI Consulting Services in New York, NY

EPC Group offers enterprise AI consulting in New York, NY. We implement Microsoft Copilot and develop AI governance frameworks.

Additionally, we deploy Azure AI solutions for organizations in the New York Metro area.

  • Microsoft expertise since 1997
  • Specialization in compliance: HIPAA, SOC 2, and FedRAMP
  • Clients include financial services firms, healthcare systems, legal organizations, and media companies

AI consulting services for New York Metro organizations

New York enterprises face the most complex regulatory stack in the U.S. — SEC, FINRA, NY DFS, HIPAA, and GDPR compliance often apply simultaneously.

EPC Group provides Microsoft AI consulting to businesses in the New York Metro area. We concentrate on three main service lines. Each service line starts with a discovery phase that reviews your current environment. After this assessment, we suggest a clear path forward.

Microsoft Copilot deployment

Before deploying Microsoft 365 Copilot and Copilot Studio widely, it is essential to strengthen governance. Our team will:

  • Assess your Microsoft 365 environment.
  • Classify sensitive data.
  • Configure DLP policies.
  • Implement security controls for Copilot rollout.
  • Copilot readiness assessment: data classification, oversharing audit, sensitivity labels.
  • Copilot Studio custom agent development for business-specific workflows.
  • ROI tracking and adoption measurement post-deployment.
  • Ongoing Copilot governance through Microsoft Purview.

AI governance and risk management

Deploying AI without governance creates regulatory and reputational risk. We build AI governance frameworks aligned to NIST AI RMF, ISO 42001, and industry-specific regulations for NY organizations.

  • AI system inventory and risk classification.
  • BYOAI policy design and enforcement.
  • Model risk management framework implementation.
  • EU AI Act and HIPAA compliance for applicable organizations.

Azure OpenAI and custom AI solutions

We create tailored AI applications using the Azure OpenAI Service, Azure AI Foundry, and Azure AI Search. Our use cases include:

  • Document intelligence
  • RAG-based knowledge bases
  • AI-powered process automation
  • RAG (Retrieval-Augmented Generation) on your enterprise documents and SharePoint content.
  • Azure OpenAI integration with Dynamics 365, SharePoint, and Teams.
  • AI-powered document processing using Azure AI Document Intelligence.
  • Compliance architecture for HIPAA-compliant or FedRAMP-aligned Azure AI deployments.

Why New York Metro organizations choose EPC Group

  • Microsoft experience since 1997. 11,000+ enterprise engagements completed.
  • 4 bestselling books — Our founder Errin O'Connor has written the widely cited books on SharePoint and Power BI.
  • Compliance-first — HIPAA, SOC 2, FedRAMP, CMMC, and FERPA expertise built into every architecture.
  • Remote and on-site delivery in NY — On-site visits for discovery, architecture reviews, and go-live support.
  • Senior architects only — Every engagement is led by a principal-level architect. No rotating junior teams.

Our AI consulting engagement model

Every engagement follows a three-phase sprint model. Your team owns the solution by the end — we do not create dependency.

  • Weeks 1–2: Discovery — On-site or remote audit of your Microsoft environment, security posture, and AI readiness. We build a prioritized roadmap.
  • Weeks 3–6: Sprint delivery — We implement the highest-value items first — Copilot governance, Power BI models, or SharePoint migration waves.
  • Weeks 7–12: Production hardening — Security hardening, user training, and knowledge transfer. Your team runs the solution when we leave.
  • Ongoing: Managed services — Optional Essentials, Advanced, or Enterprise tiers for 24/7 support and continuous optimization.

Other Microsoft services in New York, NY

Frequently asked questions

Does EPC Group serve New York, NY clients on-site?

Yes. EPC Group offers both remote and on-site consulting in New York. Our on-site services include:

  • Discovery workshops
  • Architecture reviews
  • Production go-live support

Travel costs are included in our fixed-fee engagement pricing.

What AI consulting services does EPC Group provide in New York, NY?

We offer a range of services including:

  • Microsoft Copilot deployment
  • AI governance framework design
  • Azure OpenAI custom solutions
  • AI readiness assessments
  • vCAIO retainers
  • Microsoft 365 AI strategy

Our focus is on serving organizations in the New York Metro area across all regulated industries.

How much does AI consulting cost in New York, NY?

Engagements are fixed-fee and fixed-scope; pricing is confirmed after a scoping call.

Costs for full Copilot deployments range from $50,000 to $150,000. AI governance implementations can vary from $100,000 to $300,000, based on scope and compliance needs.

Which industries does EPC Group serve in New York Metro?

Industries such as healthcare (HIPAA), financial services (SOC 2, FINRA), government (FedRAMP, CMMC), education (FERPA), manufacturing, legal, and technology are all impacted by regulations.

Compliance-first AI governance is essential for companies in regulated sectors in New York. This approach helps ensure adherence to industry standards.

What is a vCAIO and how does it work?

vCAIO stands for Virtual Chief AI Officer. This service provides fractional AI leadership from EPC Group. It includes:

  • Strategy
  • Governance
  • A Copilot roadmap

This approach allows you to gain expert guidance without the cost of hiring a full-time C-suite executive.

vCAIO engagements are retainer-based and fixed-scope; pricing is confirmed after a scoping call.

Schedule a consultation in New York, NY

Talk to a Microsoft AI architect about your project. Call (888) 381-9725 or request a 30-minute discovery call.

New York AI consulting — Industry Spotlight + Microsoft Customer Patterns

New York enterprise AI buying patterns in 2026 are shaped by the most rigorous financial services + cybersecurity + AI regulatory environment in the United States: NYDFS 23 NYCRR Part 500 (and the 2023 + 2024 amendments specifically addressing AI + third-party AI service providers), NY SHIELD Act, NYC AEDT (Local Law 144) bias audit law for AI hiring + employment decision-making tools, and the emerging NY State + NYC AI procurement + algorithmic accountability requirements. EPC Group NY engagement designs are built against this full regulatory stack from day one, not retrofit after audit findings.

Financial services + capital markets AI (Goldman Sachs + JPM + Morgan Stanley + Citi + BlackRock + BNY Mellon)

Pattern: NYC capital markets AI scope concentrates on trading + market-making + risk + treasury + research + investment management + compliance + supervisory + customer experience. The regulatory bar is uniquely high: NYDFS Part 500 cybersecurity + AI third-party governance, SEC Rule 17a-4 + FINRA recordkeeping + SR 11-7 model risk management + Reg SCI for market infrastructure + 23 NYCRR 200 banking law + SEC market structure rules + CFTC + FINRA + state insurance regulator overlapping authority.

Microsoft stack: Microsoft Cloud for Financial Services + Microsoft 365 Copilot (governance-isolated configuration with NYDFS Part 500 + SR 11-7 documentation) + Azure OpenAI in deployment-isolated tenants + Microsoft Purview for SEC Rule 17a-4 + FINRA recordkeeping + WORM-compliant retention + Microsoft Defender XDR + Sentinel for NYDFS-grade SOC.

EPC Group New York proof point: EPC Group has shipped Microsoft 365 + Azure + Microsoft Defender XDR + Microsoft Sentinel deployments aligned to the EPC NYDFS Part 500 reference architecture for NY-licensed banks + insurers + investment advisers, including the documented written cybersecurity policy + annual CISO certification + third-party AI service provider risk assessment + model risk management documentation required by the rule.

NYC AEDT (Local Law 144) bias audit compliance

Pattern: NYC AEDT requires any AI hiring or employment decision-making tool used in NYC to undergo independent bias audit + public disclosure + candidate notification. The rule is broader than most employers initially understood — it covers most AI-assisted resume screening, AI interview scoring, AI assessment tools, and AI-assisted promotion + termination decisions for NYC-resident or NYC-based employees + applicants. Enforcement + private litigation began 2024.

Microsoft stack: Microsoft Dataverse + Power Platform (AEDT inventory + consent + notification workflow), Microsoft Purview Data Map (AI hiring tool data inventory), Microsoft Sentinel (AEDT audit trail + access monitoring), Microsoft 365 Copilot deployment-isolation for HR + recruiting workloads.

EPC Group New York proof point: EPC Group has shipped AEDT-compliant AI hiring + employment governance frameworks for NYC enterprises across financial services + media + law firm + healthcare, with the documented bias audit + candidate notification + AI tool inventory + Microsoft tenant configuration required to defend against AEDT enforcement + private litigation.

Media + publishing + advertising AI (Comcast NBCU + Paramount + WBD + News Corp + NYT + Bloomberg + Omnicom)

Pattern: NYC media + publishing + advertising AI scope concentrates on content production + editorial + research + audience analytics + ad targeting + measurement. Regulatory framing layered on: First Amendment + libel + defamation considerations for AI-generated editorial content, FTC ad disclosure + endorsement + AI disclosure expectations, copyright + fair use exposure on AI training + output, and state + city AI procurement requirements.

Microsoft stack: Microsoft 365 + Copilot for editorial + research + production workflows + Microsoft Fabric + Power BI for audience + ad analytics + Azure OpenAI for editorial + research assistance in governance-isolated tenants + Microsoft Purview for editorial + IP sensitivity classification.

EPC Group New York proof point: EPC Group has shipped Microsoft 365 + Copilot + Microsoft Fabric + Power BI deployments for NYC media + publishing + advertising enterprises, with the editorial + IP + AI prompt + completion governance + audit trail required for production journalism + ad measurement + content authenticity workflows.

New York Engagement Pattern

A typical EPC Group New York AI engagement starts with a 2-week NYDFS + AEDT + SHIELD + Industry-Specific assessment that maps the client's exposure across NYDFS Part 500 + AEDT + SHIELD + (for financial services) SR 11-7 + 17a-4 + FINRA + Reg SCI + (for media) FTC + copyright + editorial + (for healthcare) HIPAA + HITRUST simultaneously. The output is a prioritized governance backlog with NYDFS-defensible cybersecurity + AI third-party + model risk + AEDT bias audit posture documented end-to-end.

New York Enterprise AI Outcomes

NYC enterprise outcomes EPC Group has been measured against in the past 18 months: NYDFS Part 500 + AI third-party + model risk management infrastructure deployed under 90 days; AEDT bias audit + candidate notification workflow operational; SEC Rule 17a-4 + FINRA WORM retention configured + tested; documented AI inventory + risk register + AI AUP + model risk management workflow + supervisory escalation path operational by go-live.

Microsoft + AI Consulting in New York — Local Market Context

New York is the largest US metropolitan economy ($2T+ GDP) and the global financial services capital. The NYC enterprise market is anchored by Goldman Sachs, JPMorgan Chase, Morgan Stanley, Citigroup, BlackRock, BNY Mellon, American Express, and substantially the entire concentration of US capital markets + investment banking + asset management; major media (Comcast NBCUniversal, Paramount Global, Warner Bros Discovery, News Corp, NYT, Bloomberg); healthcare (NewYork-Presbyterian, Mount Sinai, NYU Langone, Memorial Sloan Kettering); advertising + marketing (Omnicom, IPG, WPP); fashion + luxury; and a substantial state + city government technology base. New York regulatory environment (NYDFS 23 NYCRR Part 500 + NY SHIELD Act + NY State AI legislation + NYC AEDT bias audit law for AI hiring tools) drives the most rigorous financial services + cybersecurity + AI compliance requirements in the United States.

Dominant Industries in New York

  • Financial Services + Capital Markets (Goldman Sachs, JPMorgan, Morgan Stanley, Citi, BlackRock, BNY Mellon, AmEx, hedge funds, private equity, asset managers)
  • Media + Publishing + Advertising (Comcast NBCU, Paramount, WBD, News Corp, NYT, Bloomberg, Omnicom, IPG, WPP)
  • Healthcare + Academic Medical (NewYork-Presbyterian, Mount Sinai, NYU Langone, Memorial Sloan Kettering, Northwell)
  • Insurance (MetLife, MMC Marsh McLennan, AIG, Travelers, Chubb, Munich Re America)
  • Professional Services + Law Firms (Sullivan & Cromwell, Skadden, Cravath, Davis Polk, S&S, Big 4 NY operations)

Regulatory + Compliance Environment

NYDFS 23 NYCRR Part 500 (financial services cybersecurity, the most rigorous state-level cyber regulation in the US), NY SHIELD Act (data security + breach notification), NY State + NYC AI laws (NYC AEDT for AI hiring + employment decision-making), HIPAA + HITRUST (for academic medical centers), SOX + GLBA + Reg SCI (for financial markets), SEC Rule 17a-4 (records retention)

EPC Group New York Engagement Pattern

EPC Group delivers in New York from our Texas headquarters via on-site + remote model. We have shipped Microsoft 365 + Copilot governance + Power BI + Azure architecture + Microsoft Fabric engagements for NY financial services + media + healthcare + insurance + law firm enterprises. The NYDFS Part 500 regulatory environment drives the most rigorous cybersecurity + privacy + AI governance scope of any state in our engagement portfolio.

New York-Specific FAQs

How does EPC Group handle NYDFS Part 500 compliance for NY financial services?

NYDFS 23 NYCRR Part 500 (and the 2023 amendments) require covered financial institutions to implement specific cybersecurity controls including MFA, encryption, vulnerability management, third-party risk management, board-level cybersecurity reporting, and 72-hour incident notification. EPC Group has shipped Microsoft 365 + Azure + Microsoft Defender XDR + Microsoft Sentinel deployments aligned to the EPC Group NYDFS Part 500 reference architecture for NY-licensed banks + insurers + investment advisers, including the documented written cybersecurity policy + annual CISO certification support required by the rule.

What financial services Microsoft engagements has EPC Group delivered in NYC?

NYC financial services engagements include Microsoft 365 + Copilot governance frameworks aligned to NYDFS Part 500 + SEC Rule 17a-4 + FINRA recordkeeping, Microsoft Cloud for Financial Services accelerator deployments for retail + wealth + capital markets businesses, Microsoft Fabric for risk + compliance + regulatory reporting data lakes, Power BI for trading + risk + treasury analytics, Microsoft Defender XDR + Sentinel SOC deployments aligned to financial services regulatory expectations.

Enterprise AI Consulting in New York, NY

Organizations across New York are adopting Microsoft Copilot, Azure OpenAI, and AI governance frameworks to transform operations. EPC Group, founded in 1997, brings Microsoft expertise to help New York enterprises implement AI responsibly — with compliance safeguards for HIPAA, SOC 2, and FedRAMP built into every engagement.

Microsoft Copilot Deployment

Our Copilot consulting covers readiness assessment, data preparation, pilot deployment, enterprise rollout, and governance. We ensure your Microsoft 365 environment is properly configured with sensitivity labels, DLP policies, and permission controls before Copilot accesses your data. Typical deployments take 6-12 weeks from assessment to enterprise-wide adoption.

AI Governance & Risk Management

Every AI implementation requires a governance framework. EPC Group deploys AI inventory systems, risk classification models, human-in-the-loop requirements, output validation protocols, and compliance mapping aligned to your industry regulations. Our Virtual CAIO (Chief AI Officer) service provides fractional AI leadership for organizations that need strategic guidance without a full-time executive hire.

Azure OpenAI & Custom AI Solutions

For organizations requiring custom AI capabilities beyond Copilot, we build RAG (Retrieval-Augmented Generation) pipelines, fine-tuned models, and AI-powered applications on Azure OpenAI Service. All implementations include content safety filters, responsible AI guardrails, and enterprise-grade security controls.

200+
Enterprise AI implementations
29
Years Microsoft expertise
4x
Microsoft Press bestselling author
98%
Client satisfaction rate
AI assistant — not a human