Anonymized engagement summary: recurring Power BI development support and a Copilot for Power BI and Microsoft Fabric training program for a commercial truck dealership group (2023–2025)
Contracted — countersigned, with work products on file (EPC-reported; documents private)First-pass editionA commercial truck dealership group (client not named) · 2023–2025 · Project ID EPC-2023-ANON-DEALER-PBI
Last updated by Errin O'Connor, Founder & Chief AI Architect, EPC Group
Opening answer. A commercial truck dealership group has used Power BI as its organization-wide BI tool, with EPC Group as its Power BI partner. Successive statements of work for Power BI consulting and development support run from August 2023 through 2024; the client's IT Director countersigned the July 2024 one. In February and March 2025 EPC Group wrote, and revised four times, a training program for the group's IT professionals on Copilot for Power BI within Microsoft Fabric. It runs to fourteen sections, with seven modules, hands-on labs and self-assessments.
Disclosure. This is an EPC-reported anonymized engagement summary. The client is not named. The statements of work and the training program are retained privately and are 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 those documents.
Verification class
Contracted — countersigned, with work products on file (EPC-reported; documents private). The client's IT Director signed the July 2024 statement of work electronically. Earlier statements of work from August 2023 to March 2024 are on file; their countersignature is not cited here. The training program's versions are dated February 27 to March 3, 2025. No training attendance record, report inventory or outcome measurement is claimed.
Buyer problem and scope
| Item | What the documents state |
|---|---|
| Buyer | A commercial truck dealership group (client not named); IT-led |
| Situation | A growing company extending Power BI as its organization-wide business intelligence solution |
| Power BI support (statements of work, 2023–2024) | Requirements assessment with stakeholders across departments and locations; data discovery (what data the company holds, where it lives, how it moves); a high-level roadmap and conceptual architecture; design and development of Power BI reports; quality assurance and testing; best practices handed to the technical team; weekly status reporting; delivery in short cycles of working "quick wins" |
| Training program (2025) | A curriculum to take IT administrators, data analysts and BI professionals, and end users, from novice to proficient with Copilot for Power BI in Microsoft Fabric |
Unknowns, not stated in the documents cited: the reports built under the support statements of work, the number of users trained, and any change in reporting effort.
Approach and artifacts
Power BI help in short, repeatable blocks. Each support statement of work buys a block of consulting time for Power BI development, delivered in short cycles that each ship a working piece.
A training program built for the people who run the platform. The 2025 curriculum is written for three audiences: administrators responsible for Power BI and Fabric, analysts and BI professionals, and end users who need hands-on practice. Its seven modules cover:
1. Power BI and AI integration fundamentals 2. Microsoft Fabric architecture 3. Copilot for Power BI in depth 4. Detailed configuration and enablement steps 5. Best practices for using Copilot with Power BI 6. Hands-on implementation exercises 7. Case studies and real-world examples
Further sections on advanced troubleshooting and optimization, FAQs, and future enhancements follow. Every module combines step-by-step learning, hands-on labs and self-assessment.
Revised to fit. The program went through four dated versions in under a week, including a revision of one section after review and a version that combined Copilot and Fabric. The final IT-professional edition was prepared specifically for this client.
Documents (dated, held privately):
| Document | Date |
|---|---|
| Statements of work, Power BI consulting and support | August 2023 – March 2024 |
| Statement of work, Microsoft Power BI initiative (countersigned by the IT Director) | July 2024 |
| Power BI Copilot training — versions 1 to 4, then the Copilot and Fabric training program for IT professionals | February 27 – March 3, 2025 |
Results and limitations
| Claim | Basis | Status |
|---|---|---|
| The group contracted EPC Group repeatedly for Power BI support | Statements of work 2023–2024; July 2024 countersigned | Contracted (EPC-reported; documents private) |
| EPC Group wrote a 14-section Copilot for Power BI and Fabric training program for the group | Program documents, February–March 2025 | Delivered (EPC-reported) |
| Users trained, reports delivered, or measured results | No document cited | Not claimed |
Provenance
- Sources: the statements of work (2023–2024; July 2024 countersigned) and the training program documents (2025), held privately. Engagement ID: EPC-2023-ANON-DEALER-PBI, an alias unrelated to the client's name.
- Anonymization: industry only, under EPC Group's anonymized-case rule; the client's name, brands, locations, staff names and commercial terms are not published.
- Not claimed: client endorsement, training outcomes, or any measured result.
- Author: Errin O'Connor, Founder & Chief AI Architect, EPC Group, who signed the statements of work for EPC Group.
Revision history
- 2026-10-25: anonymized engagement summary published from the engagement's statements of work and training program.
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Author: Errin O'Connor, Founder & Chief AI Architect, EPC Group · Published: 2026-10-25.