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EPC Group

Enterprise Microsoft consulting with 29 years serving Fortune 500 companies.

(888) 381-9725
contact@epcgroup.net
4900 Woodway Drive, Suite 830
Houston, TX 77056

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About EPC Group

EPC Group is a Microsoft consulting firm founded in 1997 (originally Enterprise Project Consulting, renamed EPC Group in 2005). 29 years of enterprise Microsoft consulting experience. EPC Group historically held the distinction of being the oldest continuous Microsoft Gold Partner in North America from 2016 until the program's retirement. Because Microsoft officially deprecated the Gold/Silver tiering framework, EPC Group transitioned to the modern Microsoft Solutions Partner ecosystem and currently holds the core Microsoft Solutions Partner designations.

Headquartered at 4900 Woodway Drive, Suite 830, Houston, TX 77056. Public clients include NASA, FBI, Federal Reserve, Pentagon, United Airlines, PepsiCo, Nike, and Northrop Grumman. 6,500+ SharePoint implementations, 1,500+ Power BI deployments, 500+ Microsoft Fabric implementations, 70+ Fortune 500 organizations served, 11,000+ enterprise engagements, 200+ Microsoft Power BI and Microsoft 365 consultants on staff.

About Errin O'Connor

Errin O'Connor is the Founder, CEO, and Chief AI Architect of EPC Group. Microsoft MVP multiple years, first awarded 2003. 4× Microsoft Press bestselling author of Windows SharePoint Services 3.0 Inside Out (MS Press 2007), Microsoft SharePoint Foundation 2010 Inside Out (MS Press 2011), SharePoint 2013 Field Guide (Sams/Pearson 2014), and Microsoft Power BI Dashboards Step by Step (MS Press 2018).

Original SharePoint Beta Team member (Project Tahoe). Original Power BI Beta Team member (Project Crescent). FedRAMP framework contributor. 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 NASA Nebula Cloud project. Speaker at Microsoft Ignite, SharePoint Conference, KMWorld, and DATAVERSITY.

© 2026 EPC Group. All rights reserved. Microsoft, SharePoint, Power BI, Azure, Microsoft 365, Microsoft Copilot, Microsoft Fabric, and Microsoft Dynamics 365 are trademarks of the Microsoft group of companies.

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HomeCase StudiesFortune 500 Investment Bank
Back to Case Studies
Financial ServicesSharePoint

Financial Services SharePoint Intranet Redesign

45,000 Employees - 3x Engagement Increase

Fortune 500 Investment Bank
9 months
12 consultants
45,000
Employees
70%
Search Accuracy
3x
Engagement
90%
Mobile Adoption
95%
Satisfaction
50%
Support Reduction

Overview

A Fortune 500 investment bank needed to modernize their legacy SharePoint 2013 intranet that served 45,000 employees globally. The existing intranet suffered from poor search functionality, outdated design, and low employee engagement. The new intranet needed to support mobile access, personalization, and integration with business applications.

The Challenge

The financial institution faced significant intranet modernization challenges:

  • Legacy SharePoint 2013 intranet with poor usability and outdated design
  • Poor search functionality resulting in information silos across departments
  • Limited mobile access for trading floor and field employees
  • No personalization capabilities for role-based content delivery
  • Complex integration requirements with trading systems and compliance tools
  • Need to maintain SEC, FINRA, and SOC 2 compliance throughout redesign

Our Solution

EPC Group designed and deployed a modern SharePoint Online intranet:

1

Phase 1: Information Architecture

Redesigned information architecture with user research, card sorting, and stakeholder workshops.

2

Phase 2: Design & Development

Created modern responsive design using SharePoint communication sites and hub site architecture.

3

Phase 3: AI-Powered Search

Implemented Microsoft Search with AI-powered relevance tuning and custom search verticals.

4

Phase 4: Personalization Engine

Deployed audience targeting, web parts, and Power Automate for personalized content delivery.

5

Phase 5: Launch & Adoption

Executed phased rollout with training, communications campaign, and change management.

Results & Impact

45,000
Employees
Global workforce engagement
70%
Search Accuracy
Improved search relevance
3x
Engagement
Triple the page views and interactions
90%
Mobile Adoption
High mobile usage on day one
95%
Satisfaction
Employee satisfaction score
50%
Support Reduction
Fewer IT support tickets
"Our new intranet has become the go-to resource for every employee. EPC Group understood our vision perfectly and delivered a platform that employees actually want to use every day."
Head of Internal Communications
Fortune 500 Investment Bank

Quick Facts

Client
Fortune 500 Investment Bank
Industry
Financial Services
Service
SharePoint
Duration
9 months
Team Size
12 consultants

Technologies Used

SharePoint OnlineMicrosoft SearchPower AutomatePower AppsViva ConnectionsAzure Functions

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