Anonymized engagement summary: Power BI best-practice review and advanced super-user training during rollout, for a global commercial property insurer (2018)
Contracted — countersigned (EPC-reported; documents private)First-pass editionA global commercial property insurer (client not named) · 2018 · Project ID EPC-2018-ANON-INS-PBITRAIN
Last updated by Errin O'Connor, Founder & Chief AI Architect, EPC Group
Opening answer. In 2018 a global commercial property insurer was rolling out Power BI as its reporting and analytics solution. In September it countersigned a statement of work with EPC Group to make sure the business teams running it were ready. The scope:
- an expert evaluation of its Power BI solution against best practice, with specific recommendations
- on-the-job training for the staff working alongside EPC Group's consultant
- an advanced training program for selected super users after deployment, customized to the insurer's own environment and data, with proof-of-concept demonstrations built on its data sets and processes
Disclosure. This is an EPC-reported anonymized engagement summary. The client is not named. The countersigned statement of work is retained privately and is not published in the Evidence Center, so this account is outside the Evidence Center's documented-engagement counts. Every engagement fact below is taken from that document.
Verification class
Contracted — countersigned (EPC-reported; documents private). The insurer countersigned the statement of work in September 2018. No training attendance record or outcome measurement is cited or claimed.
Buyer problem and scope
| Item | What the statement of work states |
|---|---|
| Buyer | A global commercial property insurer (client not named) |
| Situation | Power BI being implemented as the reporting and analytics solution; key business teams (power users) assigned to operate, support or manage it |
| Best-practice review | An experienced Power BI consultant evaluates the solution against best practice and recommends deployment and enhancement steps, working side by side with staff who are trained on the job |
| Super-user training | Advanced training after deployment so selected super users can maintain, manage and develop new reports and analytics, now and later |
| Customization | A training program aligned to the insurer's needs; learning materials fitted to its users and environment; proof-of-concept demonstrations using its existing data sets, processes and use cases; best-practice tips and advanced data-analysis techniques |
Unknowns, not stated in the document cited: the number of super users trained, the recommendations made, and any measured result.
Approach and artifacts
Review and teach at the same time. The best-practice review is done side by side with the insurer's own staff, so the evaluation doubles as on-the-job training.
Train on the client's own data. The advanced sessions use proof-of-concept demonstrations built from the insurer's existing data sets, processes and use cases, not generic examples.
Document (held privately):
| Document | Date |
|---|---|
| Statement of work, Power BI training initiative (countersigned) | September 2018 |
Results and limitations
| Claim | Basis | Status |
|---|---|---|
| The insurer contracted EPC Group for a Power BI best-practice review and advanced super-user training | Countersigned statement of work, September 2018 | Contracted (EPC-reported; documents private) |
| Training delivered, recommendations adopted, or measured results | No document cited | Not claimed |
Provenance
- Source: the countersigned statement of work (September 2018), held privately. Engagement ID: EPC-2018-ANON-INS-PBITRAIN, an alias unrelated to the client's name.
- Anonymization: industry only, under EPC Group's anonymized-case rule; the insurer's name, location, staff names and commercial terms are not published.
- Not claimed: client endorsement, delivery, or any measured result.
- Author: Errin O'Connor, Founder & Chief AI Architect, EPC Group, named in the statement of work as lead architect and project champion.
Revision history
- 2026-10-25: anonymized engagement summary published from the engagement's countersigned statement of work.
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Author: Errin O'Connor, Founder & Chief AI Architect, EPC Group · Published: 2026-10-25.