Tarleton State University: Office 365 cross-tenant migration engagement (2021)
Contracted — countersignedFirst-pass editionTarleton State University (Texas A&M University System) · 2021 · Project ID EPC-2021-TARLETON-T2T
Evidence record: Tarleton State University (Texas A&M University System) evidence record with redacted documents and SHA-256 hashes
Last updated by Errin O'Connor, Founder & Chief AI Architect, EPC Group
Opening answer. In December 2021 Tarleton State University, a member of the Texas A&M University System, contracted EPC Group (O'Connor Enterprise Group, Inc., doing business as EPC Group) for an Office 365 cross-tenant migration. Purchase Order AB0678222 (December 21, 2021; revision 1, December 22, 2021) carries the line item "Tenant Migration" per EPC Group's attached statement of work under contract C2022-6466, and the university's Addendum to Vendor's Contract Form was executed by both parties on December 22, 2021. The public record establishes that contracted scope: a 788-hour initiative to consolidate the university's student tenant into its employee tenant across Active Directory, Exchange, SharePoint, OneDrive and Teams, as EPC Group's statement of work describes it. It does not publish delivery, acceptance or measured-outcome evidence, and this page claims none. Engagement ID EPC-2021-TARLETON-T2T.
First-pass edition, rebuilt 2026-10-21 to the evidence-ladder format. Every statement below is tied to one of the three documents published on the evidence record, or is marked EPC-reported with its source named. Review by Errin O'Connor is pending.
Verification class
Contracted — countersigned. The instrument is the Tarleton State University Addendum to Vendor's Contract Form, signature page (page 6 of 6 of the addendum), executed by DocuSign on December 22, 2021 by the university's Director of Procurement and Contracts and by Errin O'Connor, Founder & CEO, for EPC Group (O'Connor Enterprise Group DBA). The university signer's signature, printed name and title and the DocuSign envelope identifier are redacted on the published exhibit. The addendum incorporates the vendor's contract form, which is EPC Group's statement of work, and cites Texas Education Code §51.9335(h). Beneath it sit the university's revised purchase order and EPC Group's statement of work, version 4, both itemized under Buyer problem and scope.
Delivery and acceptance are not evidenced on the public record. EPC Group's accounts-receivable record states that the engagement was invoiced and paid in full (stated by Errin O'Connor on 2026-10-15; EPC Group engagement data). The paid invoices are not published because they carry commercial terms, so that statement is EPC-reported and sits outside the verification class above. No client acceptance form, closeout letter, measurement or client statement is published.
Buyer problem and scope
| Item | What the documents state | Source |
|---|---|---|
| Buyer | Tarleton State University, Department of Procurement Services; delivery to Information Technology, Stephenville, Texas; Texas A&M University System member 04 | Purchase Order AB0678222, page 1 |
| Supplier | EPC GROUP O'CONNOR ENTERPRISE GROUP DBA, Houston, Texas, as printed | Purchase Order AB0678222, page 1 |
| Ordered line | "Tenant Migration", quantity 1, per the attached EPC Group statement of work; contract number C2022-6466 | Purchase Order AB0678222, pages 1 and 2 |
| Target state (SOW-stated) | Office 365 cross-tenant migration consolidating the student tenant into the employee tenant, with Active Directory consolidation and Exchange, SharePoint, OneDrive and Teams workstreams; a 788-hour initiative delivered in phases "as available within the hours procured" | Statement of Work V4, December 17, 2021; a plan, not a result |
| SOW objectives (SOW-stated) | Technical discovery and assessment; source and target infrastructure preparation; a migration roadmap covering planning, execution, testing, end-user training, communications and post-go-live support; EPC Group migration tooling moving mail, calendars, contacts, public folders, groups and other static data from the source to the target tenant; business and email continuity through the move, with "little or no downtime" stated as an objective | Statement of Work V4, page 6 |
| Lead (SOW-stated) | "This initiative will be led by EPC Group's Office 365 Architects with Errin O'Connor, Founder and Chief Architect" | Statement of Work V4, page 6 |
| Dates | Statement of work December 17, 2021; purchase order December 21 and 22, 2021; addendum executed December 22, 2021 | all three documents |
| Permission basis | Public university procurement documents (public record); redactions listed under Provenance | evidence record |
Unknowns, not documented on the public record: the number of users, mailboxes, sites or teams moved; data volume; the execution timetable and cutover dates; downtime experienced; hours consumed against the 788-hour block; the fixed-bid amount (redacted); acceptance or closeout; any cost saving, licensing change or other return. The statement of work's "little or no downtime" and "no data loss" wording describes intended outcomes, not measured ones.
Approach and artifacts
The statement of work describes the plan. No artifact on the public record shows the plan executed. Evidenced steps:
- Section 1.2 of the statement of work proposes technical discovery and assessment with EPC Group tooling, a migration roadmap, and EPC Group migration tools for mail and related data (Statement of Work V4, page 6; plan statement).
- Sections 2.0 and 2.1 scope assessment, migration planning, migration execution, testing and post-migration support, delivered in phases within the hours procured (Statement of Work V4, page 6; plan statement).
- The purchase order lists two attachments titled "EPC Group SOW for..." and the addendum incorporates the vendor's contract form, so the statement of work is the contracted scope rather than an unsolicited proposal (Purchase Order AB0678222, page 1; addendum page 6 of 6).
No migration runbook, wave plan, cutover log, test record or training material from this engagement is published. EPC Group's tenant consolidation, divestiture and carve-out runbook is an illustrative sample, not a client deliverable.
Results and limitations
The public record establishes contracted scope, not measured outcome.
| Claim | Evidence | Exhibit and date | Status |
|---|---|---|---|
| The university ordered a tenant migration from EPC Group | Revised Purchase Order AB0678222 | Exhibits 1 and 2, December 21 and 22, 2021 | Evidenced |
| The ordered scope is EPC Group's 788-hour Office 365 cross-tenant migration statement of work | Statement of Work V4, cover and scope page | Exhibits 3 and 4, December 17, 2021 | Evidenced as a plan |
| Both parties executed the contract instrument | Addendum to Vendor's Contract Form, signature page | Exhibit 5, December 22, 2021 | Evidenced |
| The migration was performed and completed | No document published; EPC Group accounts-receivable record, EPC-reported | none | Not evidenced on the public record |
| The client accepted the work | No document published | none | Not evidenced |
| Users moved, data volume, downtime, timetable, cost or return | No document published | none | Not evidenced |
Provenance
- Evidence record: Tarleton State University evidence record, evidence ID EPC-EV-TARLETON-2021-001, five redacted exhibits each with a SHA-256 hash and an OCR transcript: purchase order page 1, purchase order page 2, statement of work cover, statement of work scope page, addendum signature page.
- Permission and redaction: public-record basis (public university procurement documents). A Texas LBB Contracts Database and Tarleton procurement search for contract C2022-6466 on 2026-09-17 found no posting; the record stands on the redacted exhibits. Redacted: buyer and customer contact names, buyer code, e-mail addresses and phone number; unit price, extended price and order total; every dollar figure on the statement of work; the university signer's signature, printed name and title; the university licensing e-mail address; the DocuSign envelope identifier.
- Engagement ID: EPC-2021-TARLETON-T2T. The client is named because the documents are public procurement records; no client consent beyond that basis is claimed.
- Related record: Prairie View A&M University, Gmail to Exchange Online migration (2020), the same university system and a different workload.
- Related service pages: Microsoft 365 migrations, M&A Microsoft 365 tenant migration and Microsoft 365 consulting. The engagement was a tenant consolidation inside one university, not a merger or acquisition.
- Not claimed: a relationship "since 2018" (an unsigned 2018 EPC Group statement of work for the university is on file and not published); delivery, acceptance, measured outcome or client endorsement.
- Author: Errin O'Connor, Founder & Chief AI Architect, EPC Group. Reviewer: this revision was checked against evidence record EPC-EV-TARLETON-2021-001 and its five transcripts on 2026-10-21; Errin O'Connor's sign-off is pending.
Revision history
- 2026-09-17: evidence record EPC-EV-TARLETON-2021-001 published.
- 2026-10-15: first-pass case study published (Case Study Standard v1).
- 2026-10-21: rebuilt to the evidence-ladder format. The EPC-reported narrative (starting environment, business problem, technical decisions, delivery sequence, lessons), the lifecycle sentence, the acceptance row and the "objectives met" statement were removed as unevidenced; the claim set is limited to the three published documents; reverse links were added from the migrations page and the M&A tenant-migration offer page (AUDIT-1021 F06 and F07; GH #470, #460).
Related service
M&A and tenant-to-tenant Microsoft 365 migration · Talk to a senior architect
Author: Errin O'Connor, Founder & Chief AI Architect, EPC Group · Published: 2026-10-15 · Substantively updated: 2026-10-21.