Anonymized engagement summary: fixing Power BI Report Server data refresh from Project Online, assessing the Power BI environment and training IT staff, for an agribusiness (2021)
Contracted — countersigned (EPC-reported; documents private)First-pass editionA large agribusiness (client not named) · 2021 · Project ID EPC-2021-ANON-AGRI-PBIRS
Last updated by Errin O'Connor, Founder & Chief AI Architect, EPC Group
Opening answer. A large agribusiness ran its BI and reporting on an on-premises Power BI Report Server. Its data refresh from Project Online had broken. In February 2021 the company's VP of IT countersigned a statement of work with EPC Group to:
- troubleshoot and fix the refresh by evaluating the OData connection between Power BI and Project Online, recommending fixes and making the changes so refresh runs automatically
- assess the wider Power BI environment against business goals and best practice: data model and architecture, existing reports and dashboards, and the report server itself
- deliver a customized training program for the in-house IT staff
- provide subject-matter expert support
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 VP of IT signed the statement of work electronically in February 2021. No fix record, assessment report or outcome measurement is cited or claimed.
Buyer problem and scope
| Item | What the statement of work states |
|---|---|
| Buyer | A large agribusiness (client not named); signed by its VP of IT |
| Situation | An on-premises Power BI Report Server used for BI and reporting, with a failing data refresh from Project Online |
| Fix | Evaluate the OData connection between Power BI and Project Online to find the problem; recommend changes; carry them out to restore automatic refresh |
| Assessment | Establish business goals and end-user requirements; evaluate the data model and architecture; assess existing reports and dashboards; review other aspects of the report server |
| Training | A customized program on the company's own environment and data, so in-house IT staff can make full use of Power BI with minimal outside help |
| Support | Subject-matter experts for further questions and requirements, with technical guidance as needed |
Unknowns, not stated in the document cited: the root cause found, the number of reports, user counts and any measured result.
Approach and artifacts
Fix the pipe, then look at the whole system. The refresh failure between the report server and Project Online is diagnosed and fixed first, then the rest of the Power BI environment is assessed against best practice.
Train on the client's own reports. The training program is built around the company's environment, data and reports rather than generic material.
Document (held privately):
| Document | Date |
|---|---|
| Statement of work, Power BI consulting and support (countersigned) | February 2021 |
Results and limitations
| Claim | Basis | Status |
|---|---|---|
| The company contracted EPC Group to fix the report-server refresh from Project Online, assess its Power BI environment and train IT staff | Countersigned statement of work, February 2021 | Contracted (EPC-reported; documents private) |
| Refresh restored, recommendations adopted, or measured results | No document cited | Not claimed |
Provenance
- Source: the countersigned statement of work (February 2021), held privately. Engagement ID: EPC-2021-ANON-AGRI-PBIRS, an alias unrelated to the client's name.
- Anonymization: industry only, under EPC Group's anonymized-case rule; the company's name, location, staff names and commercial terms are not published.
- Not claimed: client endorsement, completion, 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.
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Author: Errin O'Connor, Founder & Chief AI Architect, EPC Group · Published: 2026-10-25.