Anonymized engagement summary: SharePoint Server 2010 to SharePoint Server 2019 migration and redesign for a regional bank (2020)
Contracted — countersigned (EPC-reported; documents private)First-pass editionA regional bank (client not named) · 2020 · Project ID EPC-2020-ANON-BANK-SP2019
Last updated by Errin O'Connor, Founder & Chief AI Architect, EPC Group
Opening answer. In March 2020 a regional bank countersigned a statement of work with EPC Group to move from SharePoint Server 2010 on premises to a redesigned SharePoint Server 2019 system. Two executives signed it: the SEVP and CIO, and the SEVP and CFO. The aim was better communication and collaboration and higher employee productivity. The scope:
- build SharePoint Server 2019's logical and physical infrastructure to the bank's needs
- migrate 67 site collections, about 10 GB, with EPC Group's migration tool
- provide a sandbox for testing and training
- give the bank's key users the knowledge transfer and training to use the new platform fully
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 bank's SEVP and CIO and its SEVP and CFO both signed the statement of work in March 2020. No migration record, acceptance or outcome measurement is cited or claimed.
Buyer problem and scope
| Item | What the statement of work states |
|---|---|
| Buyer | A regional bank (client not named); signed by two executive vice presidents (CIO and CFO) |
| Source | SharePoint Server 2010 on premises: 67 site collections, about 10 GB of content |
| Target | A redesigned SharePoint Server 2019 system, configured to the bank's needs, with further customizations and integrations as needed |
| Migration | Existing content and team sites moved from 2010 to 2019 with EPC Group's migration tool, which copies content and static SharePoint data from source to target |
| Enablement | A sandbox for testing and training during the initiative; on-the-job knowledge transfer with the bank's IT team; training for key end users |
| Leadership | EPC Group's SharePoint developers, led by the founder and chief architect |
Unknowns, not stated in the document cited: user counts, the cut-over date and any measured result.
Approach and artifacts
Inventory before design. The first phase covers four steps:
- a health check of the SharePoint 2010 system
- an inventory of everything to migrate, covering users, content and static items with their sizes and properties
- the gaps and constraints that need fixing first
- a findings report, presented for acceptance and turned into technical requirements, success criteria and an implementation plan
Prepare both sides. Before migration, the source content is cleaned up and outstanding issues are fixed. The SharePoint Server 2019 platform is built and configured to the bank's needs before content moves.
Teach while building. EPC Group's team works side by side with the bank's IT staff throughout. The sandbox lets users try the new system before go-live.
Document (held privately):
| Document | Date |
|---|---|
| Statement of work, SharePoint Server migration (countersigned) | March 2020 |
Results and limitations
| Claim | Basis | Status |
|---|---|---|
| The bank contracted EPC Group to migrate SharePoint 2010 to a redesigned SharePoint 2019 | Countersigned statement of work, March 2020 | Contracted (EPC-reported; documents private) |
| Migration completed, accepted, or measured results | No document cited | Not claimed |
Provenance
- Source: the countersigned statement of work (March 2020), held privately. Engagement ID: EPC-2020-ANON-BANK-SP2019, an alias unrelated to the client's name.
- Anonymization: industry and organization type only, under EPC Group's anonymized-case rule; the bank'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, named in the statement of work as leading the initiative.
Revision history
- 2026-10-25: anonymized engagement summary published from the engagement's countersigned statement of work.
Related service
SharePoint migration · SharePoint consulting · Talk to a senior architect
Author: Errin O'Connor, Founder & Chief AI Architect, EPC Group · Published: 2026-10-25.