Anonymized engagement summary: SharePoint health check, workflow audit reporting, SharePoint Server 2016 upgrade and ongoing support for a consumer-products manufacturer (2017–2023)
Anonymized engagement summaryConsumer-products manufacturer · 2017–2023
Opening answer. A consumer-products manufacturer engaged EPC Group repeatedly on its on-premises SharePoint platform from 2017 to 2023. In 2017 EPC Group delivered a health check and assessment of the company's SharePoint Server 2013 farm with remediation steps, and built and documented workflow audit reports for approval workflows. In 2019 the company engaged EPC Group for a new SharePoint Server 2016 platform and migration from 2013, and in 2022 and 2023 for further SharePoint consulting and support.
This is an anonymized engagement summary published under EPC Group's anonymized-engagement rule: the client is not named, no commercial terms are published, and every statement is EPC-reported. Named, documented engagements are in the Evidence Center.
Problem and scope
| Engagement | Scope |
|---|---|
| Health check and assessment (2017) | A two-server SharePoint Server 2013 Enterprise farm. The detailed report covers farm and site topology, search topology and configuration, service applications, web application settings, databases, monitoring (Health Analyzer, timer jobs, diagnostic logging) and backup and restore |
| Custom development and support (2017) | Custom SharePoint solution development and support |
| SharePoint Server 2016 deployment and migration (2019) | Build SharePoint Server 2016 on Windows Server 2016 and SQL Server 2016; health checks of the existing SharePoint 2013 farm and on-premises Active Directory; technical design, hardware sizing, information architecture and taxonomy; site collections, branding and document management; pilot migration and full migration of users and content from SharePoint 2013; as-built documentation, knowledge transfer and train-the-trainer sessions |
| Consulting and support (2022 and 2023) | Further SharePoint consulting and support work |
Not reported: user counts, the 2019 migration's cut-over date, and the specific tasks completed under the 2022 and 2023 support statements of work.
Approach and artifacts
Health check first, with every finding paired to a fix. The findings deck groups the Health Analyzer results into security, configuration and availability. Each item is paired with resolution steps:
- the farm account used for other services
- service accounts in the local Administrators group
- My Sites sharing a web application with other content instead of a dedicated one
- people-search relevance degraded by gaps in the directory's manager reporting chain
- server drives below the free-space rule of thumb of five times physical memory
Audit reporting for approval workflows. EPC Group added four reports to the farm, each exportable to Excel, PDF and CSV and filterable:
- a workflow approval audit report: approver, requester and approval time per document
- a workflow approver list for each library's approval process
- a user security report of permission levels per site
- an outstanding-workflow report of approvals still waiting on someone
Each report is reachable from a central audit list and from site settings, and access follows the site's own permission levels. The documentation was issued and updated during 2017.
A rebuilt platform, not an in-place patch. The 2019 engagement starts with health checks of the existing farm and directory. It then designs and sizes a new SharePoint Server 2016 farm, builds it, and runs a pilot migration before the full move. Knowledge transfer and train-the-trainer sessions close it out, with the founder named as project champion.
The platform carried forward. 2025 scoping documents for a later move to SharePoint Online describe the SharePoint Server 2016 farm as the client's platform. They record 123 site collections in one content database (about 400 GB, estimated), SharePoint Designer and 2013 workflows in wide use, and farm backups not yet verified, which they flag as a high risk to resolve before any migration. The move to SharePoint Online is not claimed here.
Work products delivered (EPC-reported):
- SharePoint health check and assessment — detailed report and high-level findings deck
- Workflow audit reports documentation — version 1.0, April update, summary
- Kickoff presentation, SharePoint Server 2016 project
What EPC Group delivered and what is not claimed
| Claim | Basis | Status |
|---|---|---|
| Health check delivered with remediation steps | EPC delivery record | Delivered (EPC-reported) |
| Workflow audit reports built and documented | EPC delivery record | Delivered (EPC-reported) |
| The client contracted EPC Group for a SharePoint Server 2016 platform and migration, and twice more for support | EPC engagement record | Contracted (EPC-reported) |
| A SharePoint Server 2016 farm was the client's platform in 2025 | 2025 scoping documents | On file (EPC-reported) |
| Measured performance, adoption or cost results | Not reported | Not claimed |
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Last updated by Errin O'Connor, Founder & Chief AI Architect, EPC Group
Related service: SharePoint Governance Health Check
Author: Errin O'Connor, Founder & Chief AI Architect, EPC Group · Published October 25, 2026 · Project alias EPC-2017-ANON-MFG-SPPLATFORM · Published under the anonymized-engagement rule.