Anonymized engagement summary: a Power BI proof of concept with row-level security, mobile access and train-the-trainer for a global technology company's risk-operations team (2019)
Contracted — countersigned (EPC-reported; documents private)First-pass editionA global technology company (client not named) · 2019 · Project ID EPC-2019-ANON-TECH-PBIPOC
Last updated by Errin O'Connor, Founder & Chief AI Architect, EPC Group
Opening answer. In July 2019 a global technology company's strategy and risk operations function countersigned a statement of work with EPC Group to stand up a Power BI proof of concept. Its stated requirements were:
- communication and collaboration controls within reports and dashboards
- row-level security
- mobile compatibility
Alongside the build ran train-the-trainer sessions for the technical staff who would support and operate it. That training was deliberately focused on the company's own data and environment rather than general Power BI coverage.
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 company's strategy and risk operations manager signed the statement of work in July 2019. No acceptance record, proof-of-concept results or outcome measurement is cited or claimed.
Buyer problem and scope
| Item | What the statement of work states |
|---|---|
| Buyer | A global technology company (client not named); its strategy and risk operations function |
| Objective | A fully functional Power BI proof of concept built on best practices, end-user requirements and organizational goals, to address specific analytics and BI needs |
| Proof-of-concept requirements | Communication and collaboration controls within reports and dashboards; row-level security; mobile compatibility |
| Phases | Initiate, design, deploy, then post-deployment support and training |
| Training | Train-the-trainer and knowledge transfer for the technical staff who will support or operate the system, focused on the company's own data and environment |
| Delivery | Short delivery cycles that each ship a working piece, led by EPC Group's certified Power BI architects and developers with the founder as project champion |
Unknowns, not stated in the document cited: the data sources, user counts, whether the proof of concept moved to production, and any measured result.
Approach and artifacts
Prove the hard requirements first. The proof of concept is defined by three requirements: who can see which rows, how reports are shared and discussed, and whether they work on mobile devices.
Train the people who will run it. Training goes to the technical staff who will support and operate the platform. It covers the company's own data rather than a generic curriculum.
Document (held privately):
| Document | Date |
|---|---|
| Statement of work, Power BI proof-of-concept implementation (countersigned) | July 2019 |
Results and limitations
| Claim | Basis | Status |
|---|---|---|
| The company contracted EPC Group for a Power BI proof of concept with row-level security, mobile access and collaboration controls | Countersigned statement of work, July 2019 | Contracted (EPC-reported; documents private) |
| Proof of concept delivered, adopted, or measured results | No document cited | Not claimed |
Provenance
- Source: the countersigned statement of work (July 2019), held privately. Engagement ID: EPC-2019-ANON-TECH-PBIPOC, an alias unrelated to the client's name.
- Anonymization: industry only, under EPC Group's anonymized-case rule; the company's name, business unit names beyond a generic function, 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 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.