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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 100 Financial Institution
Back to Case Studies
Financial ServicesPower BI

Fortune 100 Bank Power BI Enterprise Deployment

10,000+ Analysts Empowered with Self-Service BI

Fortune 100 Financial Institution
12 months
8 consultants
10,000+
Active Users
6,500+
Reports Created
80%
Faster Reporting
300%
ROI
$5M
Annual Savings
95%
Satisfaction

Overview

A Fortune 100 bank sought to democratize data analytics across their global organization by deploying Power BI to over 10,000 analysts. The initiative required enterprise-grade governance, SOC 2 compliance, and integration with their existing data warehouse infrastructure.

The Challenge

The financial institution faced complex requirements typical of large-scale enterprise BI deployments:

  • Legacy reporting tools scattered across 50+ business units
  • Strict SOC 2 and financial regulatory compliance requirements
  • Complex data security with row-level and object-level permissions
  • Integration with Teradata, SQL Server, and Snowflake data sources
  • Need for consistent metrics definitions across the organization
  • Resistance to change from power users of existing tools

Our Solution

EPC Group designed and implemented a comprehensive enterprise Power BI platform:

1

Phase 1: Architecture Design

Designed enterprise Power BI architecture with premium capacity, gateway infrastructure, and security model.

2

Phase 2: Data Model Framework

Established certified datasets, shared data models, and consistent business logic layer.

3

Phase 3: Governance Implementation

Deployed workspace governance, endorsement policies, and usage monitoring.

4

Phase 4: Pilot & Iteration

Piloted with 500 users across 5 business units, gathered feedback, and optimized.

5

Phase 5: Enterprise Rollout

Scaled to 10,000+ users with comprehensive training and center of excellence.

Results & Impact

10,000+
Active Users
Across all global business units
6,500+
Reports Created
Certified enterprise reports
80%
Faster Reporting
Reduction in report development time
300%
ROI
Return on investment within 18 months
$5M
Annual Savings
Retired legacy reporting tools
95%
Satisfaction
User satisfaction score
"The Power BI platform EPC Group built has transformed how we make decisions at every level. Real-time insights that used to take weeks to compile are now available instantly. Their expertise in financial services compliance was invaluable."
VP of Business Intelligence
Fortune 100 Financial Institution

Quick Facts

Client
Fortune 100 Financial Institution
Industry
Financial Services
Service
Power BI
Duration
12 months
Team Size
8 consultants

Technologies Used

Power BI PremiumAzure SynapsePower AutomateAzure Data FactoryPythonDAX

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Azure

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Fortune 500 Manufacturing Company

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