Anonymized engagement summary: SharePoint Server support, a custom performance-review application and SPFx and Power Automate development for a global professional services firm (2020–2023)
Contracted — countersigned statements of work and client purchase orders (EPC-reported; documents private)First-pass editionA global professional services firm (client not named) · 2020–2023 · Project ID EPC-2020-ANON-PROFSVC-SPSUPPORT
Last updated by Errin O'Connor, Founder & Chief AI Architect, EPC Group
Opening answer. From 2020 to 2023 a global professional services firm used EPC Group as its standing SharePoint partner, renewing in phases. The work covered:
- support for the firm's SharePoint Server 2013 environment, with subject-matter experts for complex problems and 24x7 escalation by phone, email and ticket, renewed phase by phase through phase 13 in 2022 and under client purchase orders in 2020, 2021 and 2022
- extensions to the firm's custom SharePoint performance-review application, countersigned by its Managing Director and CIO in April 2021
- new SPFx pages and forms with Power Automate workflow logic for further review processes
A further agreement followed in 2023.
Disclosure. This is an EPC-reported anonymized engagement summary. The client is not named, and neither are its internal applications. The supporting records are retained privately and are not published in the Evidence Center, so this account is outside the Evidence Center's documented-engagement counts:
- the countersigned statements of work
- the client's purchase orders
- the 2023 agreement
Every engagement fact below is taken from those documents.
Verification class
Contracted — countersigned statements of work and client purchase orders (EPC-reported; documents private). The firm countersigned successive support statements of work from 2020, including phase 13 in January 2022, and the custom-application statement of work in April 2021. It issued purchase orders for blocks of support in 2020, 2021 and 2022. No ticket statistics, acceptance forms or outcome measurements are claimed.
Buyer problem and scope
| Engagement | What the documents state |
|---|---|
| SharePoint support (2020–2022, phased) | Maintain and optimize the firm's SharePoint Server 2013 infrastructure. Cover SharePoint support while the in-house team is on other projects or away; handle complex problems; bring wider SharePoint expertise for upcoming projects. Subject-matter experts on standby as escalation points; 24x7x365 enterprise support with escalations by phone, email and ticket; technical advisory as needed |
| Performance-review application (countersigned April 2021) | Extend the firm's custom SharePoint performance-management application. Add a new service-line administrator role and an admin form for service-line questions. Cap each service line at ten questions, with "not applicable" excluded from scoring. Weight service-line questions at 20% of the average score. Add a service-line drop-down to every project review form, and make the review form printer-friendly |
| Review-process updates (2021) | A new SPFx page for administrators to upload reviews for any user. Permissions set automatically after upload (read access for the reviewer, full control for the site owner). Notifications by reviewee and reviewer |
| Application development (2022) | SharePoint lists created or migrated for a further review application; SPFx forms for project, employee-summary and non-engagement reviews; existing data migrated; workflow logic implemented in Power Automate; functional validation, user-acceptance testing and fixes |
Unknowns, not stated in the documents cited: ticket volumes, response times achieved, user counts and any measured result.
Approach and artifacts
A long-running support relationship. The firm renewed SharePoint support phase by phase and by purchase order for three years: SharePoint expertise for complex problems, escalation, and specialists for new SharePoint projects.
Business rules in the application. The review-application changes put the firm's own scoring rules into SharePoint. Service-line questions are capped and weighted, and "not applicable" answers are excluded from the average.
Permissions that follow the process. On the review uploads, access is granted by the workflow itself: read for the reviewer, full control for the site owner, with notifications to the right people.
Documents (dated, held privately):
| Document | Date |
|---|---|
| Statements of work, SharePoint support services (phased, countersigned) | 2020 – January 2022 |
| Client purchase orders for support blocks | 2020, 2021, 2022 |
| Statement of work, SharePoint Online custom application development (countersigned by the Managing Director and CIO) | April 2021 |
| Statement of work, review-process updates | September 2021 |
| Statements of work, SharePoint application development | April 2022 |
| Agreement | February 2023 |
Results and limitations
| Claim | Basis | Status |
|---|---|---|
| The firm contracted and re-contracted EPC Group for SharePoint support over three years | Countersigned statements of work and purchase orders, 2020–2022 | Contracted (EPC-reported; documents private) |
| The firm contracted EPC Group to extend its performance-review application | Countersigned statement of work, April 2021 | Contracted (EPC-reported) |
| Support levels achieved, applications accepted, or measured results | No document cited | Not claimed |
Provenance
- Sources: the countersigned statements of work (2020–2022), the client's purchase orders (2020–2022), the 2021 and 2022 application statements of work, and the 2023 agreement, held privately. Engagement ID: EPC-2020-ANON-PROFSVC-SPSUPPORT, an alias unrelated to the client's name.
- Anonymization: industry only, under EPC Group's anonymized-case rule; the firm's name, its business units and internal application names, locations, staff names and commercial terms are not published.
- Not claimed: client endorsement, service levels, 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 purchase orders.
Related service
SharePoint governance consulting · SharePoint consulting · Talk to a senior architect
Author: Errin O'Connor, Founder & Chief AI Architect, EPC Group · Published: 2026-10-25.