Anonymized engagement summary: SharePoint Online document management and migration of 1,500 users and about 3.5 TB from SharePoint Server and file shares, for a transportation company (2020)
Contracted — countersigned (EPC-reported; documents private)First-pass editionA transportation and logistics company (client not named) · 2020 · Project ID EPC-2020-ANON-TRANS-SPODM
Last updated by Errin O'Connor, Founder & Chief AI Architect, EPC Group
Opening answer. In April 2020 a transportation and logistics company's SVP of Technology countersigned a statement of work with EPC Group. The goal: a SharePoint Online document management platform for departmental storage and collaboration, replacing its legacy SharePoint Server and file shares. The scope:
- design and deployment of SharePoint Online around user requirements and best practice
- migration of about 1,500 users and about 3.5 TB of content
- legacy permissions maintained or recreated in SharePoint Online
- technical support to remove migration blockers and apply best practice across SharePoint Online
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 SVP of Technology signed the statement of work electronically in April 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 transportation and logistics company (client not named); signed by its SVP of Technology |
| Situation | Departmental documents spread across a legacy SharePoint Server and file shares |
| Objective | A SharePoint Online document management platform that improves departmental storage and collaboration and raises productivity |
| Migration | About 1,500 users and about 3.5 TB of content from the legacy SharePoint Server (and file shares) into SharePoint Online, with existing permissions maintained or recreated |
| Support | Identify opportunities, remove potential migration blockers, and apply best practice across SharePoint Online |
| Phases | Discovery and planning, then design, deployment and migration, led by EPC Group's SharePoint architects with the founder as project champion |
Unknowns, not stated in the document cited: the site structure designed, the cut-over date and any measured result.
Approach and artifacts
Permissions travel with the content. Existing SharePoint permissions are maintained or recreated in SharePoint Online.
Clear the blockers early. Technical support covers finding and removing potential migration blockers.
Document (held privately):
| Document | Date |
|---|---|
| Statement of work, SharePoint Online migration and support (countersigned) | April 2020 |
Results and limitations
| Claim | Basis | Status |
|---|---|---|
| The company contracted EPC Group to build SharePoint Online document management and migrate 1,500 users and about 3.5 TB | Countersigned statement of work, April 2020 | Contracted (EPC-reported; documents private) |
| Migration completed, accepted, or measured results | No document cited | Not claimed |
Provenance
- Source: the countersigned statement of work (April 2020), held privately. Engagement ID: EPC-2020-ANON-TRANS-SPODM, 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, named in the statement of work as project champion.
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.