Anonymized engagement summary: a Power BI proof of concept over globally distributed sources, a governance model and a 36-month roadmap for a global electronics manufacturer (2020)
Contracted — countersigned (EPC-reported; documents private)First-pass editionA global electronics manufacturer (client not named) · 2020 · Project ID EPC-2020-ANON-ELEC-PBIROADMAP
Last updated by Errin O'Connor, Founder & Chief AI Architect, EPC Group
Opening answer. In April 2020 a global electronics manufacturer countersigned a statement of work with EPC Group to bring in Power BI as its business intelligence and analytics solution. The scope:
- a proof of concept to validate Power BI against business requirements, with a best-practice data architecture for preparing, extracting and integrating source data held in offices around the world
- proof-of-concept reports and dashboards with tailored metrics and key performance measures
- a governance model for people, processes and policies that builds on existing BI governance practices and data owners
- a 36-month implementation roadmap
- training for business teams and on-the-job knowledge transfer for in-house administrators
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 manufacturer's application support manager signed the statement of work electronically in April 2020. No proof-of-concept results, roadmap acceptance or outcome measurement is cited or claimed.
Buyer problem and scope
| Item | What the statement of work states |
|---|---|
| Buyer | A global electronics manufacturer (client not named) |
| Situation | Adopting Power BI as the BI and analytics solution, with source data systems in different offices around the world |
| Proof of concept | A fully functional Power BI proof of concept centred on user requirements and best practice; a data architecture for preparing, extracting and integrating the distributed source data; reports and dashboards with tailored metrics and KPIs |
| Governance | A holistic model for people, processes and policies, for long-term sustainability and adoption; building on existing BI governance practices, data owners and responsibilities |
| Roadmap | A 36-month implementation roadmap broken into defined actions |
| Enablement | Training for business teams to get started and use Power BI fully; on-the-job knowledge transfer so in-house administrators can support and manage it |
| Delivery | Short delivery cycles that each ship a working piece |
Unknowns, not stated in the document cited: the source systems, data volumes, user counts and any measured result.
Approach and artifacts
Prove it on real, scattered data. The proof of concept is built on the manufacturer's actual source systems, which sit in offices around the world. The data architecture for pulling them together is designed as part of the proof of concept.
Govern with what already works. The governance model reuses the manufacturer's existing BI governance practices and data owners rather than starting over.
Plan three years, act in steps. The 36-month roadmap breaks long-term adoption into defined actions.
Document (held privately):
| Document | Date |
|---|---|
| Statement of work, Power BI consulting and development, phase 1 (countersigned) | April 2020 |
Results and limitations
| Claim | Basis | Status |
|---|---|---|
| The manufacturer contracted EPC Group for a Power BI proof of concept, governance model and 36-month roadmap | Countersigned statement of work, April 2020 | Contracted (EPC-reported; documents private) |
| Proof of concept delivered, roadmap adopted, or measured results | No document cited | Not claimed |
Provenance
- Source: the countersigned statement of work (April 2020), held privately. Engagement ID: EPC-2020-ANON-ELEC-PBIROADMAP, an alias unrelated to the client's name.
- Anonymization: industry only, under EPC Group's anonymized-case rule; the manufacturer's name, office locations, systems, 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, who signed the statement of work for EPC Group.
Revision history
- 2026-10-25: anonymized engagement summary published from the engagement's countersigned statement of work.
Related service
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Author: Errin O'Connor, Founder & Chief AI Architect, EPC Group · Published: 2026-10-25.