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EPC Group delivers Power BI through five Lifecycle stages (Assess, Modernize, Govern, Operate, Enable), each led by the same named senior architect and fixed in a written Statement of Work after a scoping call. The method works through the subject areas of Microsoft's Power BI implementation planning series and the Microsoft Fabric adoption roadmap.

Key Facts

  • EPC Group Lifecycle: Assess → Modernize → Govern → Operate → Enable (EPC Group).
  • Each engagement is led from scoping to acceptance by the senior architect named in the Statement of Work (EPC Group Engagement Charter).
  • Microsoft’s Power BI implementation planning series covers subject areas from BI strategy and tenant setup to workspaces, security, information protection and adoption tracking (Microsoft Learn, accessed 2026-10-26).
  • The Microsoft Fabric adoption roadmap describes 12 areas, including the Center of Excellence, governance, mentoring and change management (Microsoft Learn, accessed 2026-10-26).

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

The direct answer

EPC Group runs a Power BI implementation through the five stages of the EPC Group Lifecycle. Assess: the tenant, workspaces, semantic models, gateways and owners are reviewed before anything is built. Modernize: models, capacity and the data platform underneath are rebuilt or migrated, including Microsoft Fabric where it fits. Govern: a Center of Excellence, workspace lifecycle, row-level and object-level security and sensitivity labels are put in place. Operate: the estate is run under a named architect. Enable: report developers and business users are trained on their own content.

Underneath, the method works through the subject areas Microsoft publishes for this job: the Power BI implementation planning series, from BI strategy and tenant setup to workspaces, security, information protection and adoption tracking, and the Microsoft Fabric adoption roadmap, whose 12 areas include the Center of Excellence, governance, mentoring and change management (Microsoft Learn, accessed 2026-10-26). What EPC Group adds is the delivery commitment: one senior architect, named in the Statement of Work, leads from the scoping call to acceptance, and the scope and fee are fixed before work starts. EPC Group does not characterize a global systems integrator's method; the comparison a buyer can make is to put the same questions to each proposal.

The questions to compare any two proposals

Question to askEPC Group's answer
Who leads the work, by name?One senior architect, named in the Statement of Work, from scoping to acceptance
Is the scope fixed before work starts?Yes: deliverables and acceptance criteria are written down; changes need a signed change order
What are the stages?Assess, Modernize, Govern, Operate, Enable
Which Microsoft guidance does the method follow?Power BI implementation planning and the Microsoft Fabric adoption roadmap
What does the client own at the end?The models, the governance artefacts and the runbook, with knowledge transfer written into the scope

Documented work

EPC Group engagement data for this method includes a Power BI best-practice review and super-user training for a global insurer (anonymized engagement summary), a Power BI governance strategy, delivery model and security standards for a global insurer (anonymized engagement summary) and a Power BI assessment and integration for a healthcare pharmacy services provider (anonymized engagement summary). Client names are not published. Source records are in the Evidence Center.

Primary sources

Frequently Asked Questions

What are the stages of EPC Group’s Power BI methodology?

EPC Group runs Power BI work through five stages: Assess the tenant, workspaces, semantic models and owners; Modernize the models, capacity and data platform; Govern with a Center of Excellence, workspace lifecycle, row-level security and sensitivity labels; Operate under a named architect; and Enable report developers and business users.

Is EPC Group’s method based on Microsoft’s own guidance?

EPC Group works through the subject areas Microsoft sets out in its Power BI implementation planning series and the Microsoft Fabric adoption roadmap, from tenant setup, workspaces and security to the Center of Excellence, governance and change management, and adds the delivery commitments of a fixed scope and a named architect.

How does this compare with a large integrator such as Accenture or Deloitte?

EPC Group does not characterize other firms. The useful comparison is to put the same questions to each proposal: who leads the work by name, whether the scope and fee are fixed before work starts, which Microsoft guidance the method follows, and what the client owns at the end.

Talk to a senior architect

The scoping call is one hour with the senior EPC Group architect who would lead the work. Email contact@epcgroup.net or call 888-381-9725.

Documented and anonymized engagements

Named engagements come first; anonymized summaries follow under the anonymized-engagement rule — the client is not named and every statement is EPC-reported. Documents behind named engagements are in the Evidence Center.

More engagements: Power BI Tax Reporting on MySQL: Tax Services Firm (2024) · Power BI Ops Dashboard: Transit District (2023) · Power BI Report Server Refresh Fix: Agribusiness (2021) · Power BI, Data Warehouse and External Reports: Gaming (2021) · SAP Reports to Power BI in 90 Days: Aerospace (2021) · Power BI Governance Strategy: Global Insurer (2020) · Power BI on HR System Data: Construction Contractor (2020) · Power BI POC, Governance and Roadmap: Electronics (2020) · Power BI Assessment and Integration: Pharmacy (2019) · Power BI Proof of Concept: Global Technology Company (2019) · Power BI Best-Practice Review and Training: Insurer (2018) · Power BI Analytics Platform: State Government · Power BI Enterprise Deployment: Financial Institution

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