The Mid-Market Microsoft Fixed-Fee Catalog: 15 Senior-Led Packages (2026)

The Mid-Market Microsoft Fixed-Fee Catalog

Mid-market enterprises in the 500 to 5,000 employee range have been forced to choose between two unappealing options for Microsoft consulting: premium-priced senior consulting from large system integrators (Avanade, Accenture, Deloitte) or offshored junior delivery from boutique firms operating on volume.

Neither option fits the mid-market reality. The first is overpriced for mid-market scope. The second underdelivers on regulated-industry requirements + governance maturity + senior expertise.

EPC Group's Mid-Market Microsoft Fixed-Fee Catalog ends the false choice. Fifteen fixed-scope, fixed-fee Microsoft consulting packages built specifically for mid-market enterprises — senior architects only, US and Canada delivery, named deliverables, predictable timelines.

This post documents the catalog as it is delivered today.

TL;DR — The Mid-Market Fixed-Fee Catalog

The catalog organizes 15 fixed-fee packages across 5 service families: (1) Microsoft 365 Copilot Readiness and Governance (4 packages), (2) Microsoft 365 Governance and Lifecycle (3 packages), (3) Microsoft Purview and Information Protection (3 packages), (4) Power BI and Microsoft Fabric (3 packages), (5) Mergers and Acquisitions (2 packages). Every package is led by a senior Microsoft architect with a minimum of 10 years of experience. Every package ships with named, written deliverables (4-12 documented artifacts per engagement). Fixed timelines from 2 weeks to 3 months. Pricing ranges from $20K (3-week SharePoint Oversharing Audit) to $400K+ (Multi-Tenant Consolidation Discovery and Roadmap). Engagements are typically used as starting points for larger transformation programs.

Why Mid-Market Gets Stuck

The mid-market consulting gap is structural, not coincidental. Three forces produce it:

Force 1: Large SI economics. Avanade, Accenture, Deloitte are optimized for $5M+ engagements. Their cost structure (global delivery overhead, partner-level oversight, brand premium) makes mid-market engagements unprofitable unless billed at premium rates. Mid-market customers see hourly rates that work for Fortune 500 budgets but not theirs.

Force 2: Boutique firm volume models. Smaller consulting firms compensate for lower hourly rates by maximizing volume. Volume requires junior staffing, offshored delivery, and limited senior architect time per engagement. Quality suffers. Regulated-industry expertise erodes.

Force 3: No published price catalogs. Most Microsoft consulting is sold via custom Statements of Work with hourly billing. Mid-market buyers cannot compare options without going through full sales cycles. The friction itself blocks mid-market adoption.

EPC Group's Mid-Market Microsoft Fixed-Fee Catalog addresses all three forces simultaneously: senior-led + US/CA delivery + published packages + fixed timelines + fixed fees.

The Five Service Families

Family 1 — Microsoft 365 Copilot Readiness and Governance (4 packages)

This family addresses the most-asked-for service category in 2026. Microsoft 365 Copilot is the headline AI workload for the Microsoft ecosystem, and mid-market enterprises need readiness + governance + agent enablement.

Package 1.1 — Microsoft 365 Copilot Readiness Assessment — 4-week engagement. Deliverables: permission cleanup report, Purview sensitivity label plan, Conditional Access gap analysis, persona use case map, 12-phase 90-day deployment roadmap. The most-requested entry-point package across the catalog.

Package 1.2 — SharePoint Oversharing and Permissions Audit — 3-week engagement. Required prerequisite for any Copilot rollout. Deliverables: permission inventory, oversharing exposure report, orphaned permission report, 30-90 day remediation runbook with PowerShell scripts.

Package 1.3 — Microsoft Copilot Governance Consulting Foundation — 4 to 8-week engagement. Deliverables: 47-control HIPAA overlay or 38-control FINRA overlay or federal/CMMC overlay, Purview label taxonomy, DLP for Copilot policies, Restricted Search configuration, Communication Compliance baseline.

Package 1.4 — Copilot Studio Single Agent Development — 4 to 8-week engagement. Deliverables: one production-ready Copilot Studio agent, 5-15 topics, 2-3 data source connections, governance integration with Microsoft Agent 365, Teams + web deployment.

Family 2 — Microsoft 365 Governance and Lifecycle (3 packages)

This family addresses the SharePoint and Microsoft 365 governance maturity gap most mid-market enterprises carry.

Package 2.1 — SharePoint Governance Health Check — 3-week engagement. Deliverables: 8-domain governance maturity report, gap analysis vs EPC Group reference framework, 90-day remediation runbook, executive summary.

Package 2.2 — Microsoft 365 License Optimization Assessment — 3-week engagement. Typical savings: 15-30% of annual M365 spend. Deliverables: license utilization audit, per-persona license recommendation matrix, E7 vs E5 vs E3 economic analysis, F-SKU migration plan, ROI calculation.

Package 2.3 — Microsoft 365 Adoption and Change Management Foundation — 3-month engagement. Deliverables: persona analysis, champion network design, role-based training curriculum, 90-day communications calendar, executive coaching baseline.

Family 3 — Microsoft Purview and Information Protection (3 packages)

This family addresses information protection and compliance operationalization.

Package 3.1 — Microsoft Purview Sensitivity Label Taxonomy Deployment — 4-week engagement. Deliverables: 5-tier sensitivity label taxonomy, autolabeling rules for regulated content patterns, container labels for SharePoint sites, cascade behavior configuration, quarterly attestation cadence.

Package 3.2 — Microsoft Purview Data Loss Prevention Operationalization — 4-week engagement. Deliverables: DLP policy taxonomy, endpoint DLP rollout plan, email and Teams DLP integration, 60-day false-positive tuning runbook.

Package 3.3 — Microsoft 365 Audit Premium and Sentinel Integration — 4-week engagement. Deliverables: Audit Premium configuration, 10-year retention setup, Sentinel SIEM integration, 50+ analytics rules tuned for industry, quarterly governance scorecard template.

Family 4 — Power BI and Microsoft Fabric (3 packages)

This family addresses the analytics layer.

Package 4.1 — Power BI Workspace Governance Audit — 3-week engagement. Deliverables: workspace inventory, governance maturity report per workspace, dataset and dataflow audit, sensitivity label coverage, Premium capacity utilization analysis.

Package 4.2 — Microsoft Fabric Capacity Right-Sizing Assessment — 2-week engagement. Deliverables: F-SKU recommendation per workload, PAYG vs Reserved Instance economic analysis, Premium to Fabric migration roadmap.

Package 4.3 — Power BI to Microsoft Fabric Migration Planning — 4-week engagement. Deliverables: workload inventory, dependency mapping, phased migration plan, governance continuity strategy, audit trail preservation.

Family 5 — Mergers and Acquisitions (2 packages)

This family addresses the M&A tenant consolidation scenario where mid-market enterprises are acquired by, or acquiring, other organizations.

Package 5.1 — Microsoft 365 Mergers and Acquisitions Tenant Migration Assessment — 4-week engagement. Deliverables: source and target tenant inventory comparison report, Day-1 readiness plan + cutover runbook, 90-day post-close migration roadmap, identity merge architecture, license rationalization model.

Package 5.2 — Multi-Tenant Consolidation Discovery and Roadmap — 6-week engagement. For organizations consolidating 3+ Microsoft 365 tenants. Deliverables: tenant inventory across all environments, identity mapping report, data inventory across workloads, custom solution audit, phased consolidation roadmap with go-live timeline.

Named Deliverables Standard

Every package in the catalog ships with named, written deliverables. The deliverable count ranges from 4 (smallest packages) to 12 (largest packages). Total catalog has 100+ named deliverables across 15 packages.

Deliverable lists are published in the Statement of Work BEFORE the engagement begins. No deliverables are added or removed mid-engagement without documented change orders. This eliminates the most common mid-market consulting friction: scope creep.

Senior Architect Bench Standard

Every catalog package is led by a senior Microsoft architect with a minimum of 10 years of Microsoft enterprise consulting experience. The named senior architect:

• Appears in the Statement of Work
• Attends every steering committee meeting
• Signs the executive readout
• Remains available for post-engagement consultation

No junior bait-and-switch. No offshored delivery. The senior architect's name and Microsoft credentials are published.

Why Mid-Market Buyers Choose the Catalog

Mid-market evaluation patterns EPC Group has observed:

1. Predictable pricing. Fixed-fee scope eliminates budget surprise.
2. Predictable timeline. Fixed delivery windows allow scheduling.
3. Named deliverables. Buyers know what they get before signing.
4. Senior expertise. Senior architect named in SOW. No mystery staffing.
5. Microsoft ecosystem focus. Twenty-nine years exclusively on Microsoft means no learning curve.
6. Regulated industry depth. Healthcare, financial services, federal, defense overlays available.
7. Path to larger programs. Catalog packages frequently lead to multi-block programs as relationships develop.

Industry-Specific Overlays

Every catalog package ships with industry-specific overlays available:

Healthcare — HIPAA + HHS Cybersecurity Performance Goals + Epic + Cerner integration patterns

Financial Services — FINRA + SEC 17a-4 + Reg S-P + NYDFS 23 NYCRR 500

Federal Contractor — FedRAMP High + DoD IL4 + IL5 + GCC + GCC High deployment patterns

Defense Industrial Base — CMMC 2.0 Level 2 + Level 3 + ITAR + EAR overlays

Life Sciences — 21 CFR Part 11 + GxP validated tenant configuration

Industry overlays add 20-30% to baseline package pricing but operationalize industry-mandated controls during the package timeline.

The Path from Package to Program

Mid-market clients typically engage 1-2 packages from the catalog as an initial relationship. Successful packages lead to:

• Multi-package programs (multiple catalog packages within 12 months)
• Ongoing retainer engagements (monthly senior-architect retainer for steady-state operations)
• Multi-block programs (Consulting Block 40 and Block 80 engagements for larger scope)
• Full Engagement Operating Model engagements for enterprise-wide initiatives (see /engagement-model)

EPC Group's mid-market client average evolution: first package within 3 months, second package within 6 months, retainer within 12 months, full program by 24 months. The catalog is the entry point, not the destination.

Why EPC Group

EPC Group is a 29-year Microsoft consulting firm. The Mid-Market Microsoft Fixed-Fee Catalog synthesizes hundreds of mid-market engagements into 15 published, productized packages. The firm holds all six current Microsoft Solutions Partner designations under the Microsoft AI Cloud Partner Program — covering Data and AI, Digital and App Innovation, Infrastructure, Business Applications, Modern Work, and Security.

Founder Errin O'Connor is a four-time Microsoft Press best-selling author and a member of the original Microsoft SharePoint and Microsoft Power BI beta teams. EPC Group is North America's oldest continuous Microsoft Gold Partner from 2016 until the program's retirement, and a G2 Leader in Business Intelligence Consulting.

Frequently Asked Questions

Q: How does the Mid-Market Fixed-Fee Catalog compare to large SI hourly billing?
A: Catalog packages eliminate hourly billing entirely. Buyers sign for a fixed scope at a fixed fee with a fixed timeline. Large SI hourly engagements with comparable scope typically cost 40-100% more due to overhead, premium hourly rates, and scope creep.

Q: Can we add scope mid-engagement?
A: Yes via documented change orders with senior architect sign-off. The default catalog package scope is fixed. Scope additions are negotiated explicitly, not assumed.

Q: What if we need a package that does not exist in the catalog?
A: EPC Group scopes custom engagements using the Consulting Block framework (Block 40 or Block 80) or full multi-phase engagements under the EPC Engagement Operating Model (see /engagement-model). The catalog covers the 15 most-common mid-market engagement patterns.

Q: Does the catalog cover government contractor scope?
A: Yes via federal contractor and defense industrial base industry overlays. GCC + GCC High deployments are supported. Federal scope adds 20-30% to baseline package pricing for additional compliance documentation work.

Q: Can we engage on a single package without committing to a larger program?
A: Yes. Catalog packages are designed as standalone engagements. Most clients start with a single package (typically Copilot Readiness Assessment or SharePoint Oversharing Audit) before evaluating multi-package programs.

Q: How long until first measurable outcome from a catalog package?
A: Most packages deliver measurable outcomes within the engagement timeline. Copilot Readiness Assessment produces a deployable roadmap at week 4. License Optimization Assessment produces savings recommendation at week 3. SharePoint Governance Health Check produces remediation runbook at week 3.

Q: What about pricing transparency?
A: Specific pricing per package is provided during initial discovery call. The catalog publishes the package scope, deliverables, timeline, and engagement pattern. Pricing is finalized after scope review.

Q: Does EPC Group offer financing or payment terms?
A: Standard net-30 invoicing on package completion. Multi-package programs and retainer engagements use milestone-based or monthly billing.

Q: How does this compare to Microsoft's own Customer Success and FastTrack services?
A: Microsoft FastTrack is included with Microsoft 365 licensing and provides remote-only guidance. EPC Group catalog packages provide dedicated senior architect time, written deliverables, and named accountability. The two are complementary — FastTrack for product-specific guidance, catalog packages for advisory + governance + implementation.

Q: Why EPC Group?
A: 29 years Microsoft consulting. Microsoft Solutions Partner with all six current designations under the Microsoft AI Cloud Partner Program. Microsoft Press author. North America's oldest continuous Microsoft Gold Partner from 2016 until program retirement. Senior architects only. US and Canada delivery only. See /reviews for 200+ verified third-party client references.

Next Steps

• Engagement Operating Model (broader methodology): /engagement-model
• Microsoft 365 Copilot Readiness Assessment: /services/microsoft-365-copilot-readiness-assessment
• SharePoint Oversharing + Permissions Audit: /services/sharepoint-oversharing-permissions-audit
• Microsoft 365 License Optimization Assessment: /services/microsoft-365-license-optimization-assessment
• SharePoint Governance Health Check: /services/sharepoint-governance-health-check
• M&A Tenant Migration Assessment: /services/m-and-a-tenant-migration-assessment
• 200+ verified third-party reviews: /reviews
• Schedule discovery: /contact · (888) 381-9725