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Anonymized engagement summary: a Power Platform change-request application inside Microsoft Teams, replacing spreadsheet tracking, for a consumer hardware company (2021)

Contracted — countersigned (EPC-reported; documents private)First-pass editionA consumer hardware company (client not named) · 2021 · Project ID EPC-2021-ANON-HW-CRAPP

Last updated by Errin O'Connor, Founder & Chief AI Architect, EPC Group

Opening answer. A consumer hardware company tracked its change requests in a cloud spreadsheet tool. It wanted a workflow application inside Microsoft Teams to create, manage and approve them. After a first phase that produced a high-level design and a draft work breakdown structure, the company e-signed a phase 2 statement of work with EPC Group in September 2021. Phase 2 covers building the custom Power Platform application, in iterations with the company's project team, with on-the-job knowledge transfer.

Disclosure. This is an EPC-reported anonymized engagement summary. The client is not named. The statement of work and its signing record are retained privately and are 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 those documents.

Verification class

Contracted — countersigned (EPC-reported; documents private). The company's representatives e-signed the phase 2 statement of work in September 2021; the signing record shows the sequence. Phase 1 is described in the statement of work as completed with less effort than expected. No go-live record or outcome measurement is cited or claimed.

Buyer problem and scope

ItemWhat the statement of work states
BuyerA consumer hardware company (client not named)
SituationChange requests tracked in a cloud spreadsheet tool
ObjectiveA custom workflow application that lives in Microsoft Teams for creating, managing and approving change requests
Phase 1 (completed)High-level design and a draft work breakdown structure
Phase 2 (this statement of work)Custom Power Platform configuration and development of the application, built in several iterations with the final iteration including all deliverables; the company's project team involved from start to finish
EnablementOn-the-job knowledge transfer to the company's project team on the platform's features and best practices

Unknowns, not stated in the document cited: the approval rules, user counts, the go-live date and any measured result.

Approach and artifacts

Design first, then build. A short design phase produced the high-level design and work breakdown that the company used to decide whether to go ahead. The build followed as a separate phase.

Put the process where people already work. Requests are created, managed and approved inside Teams instead of in a separate spreadsheet.

Build with the client's team. Iterations involve the company's project team throughout, so they understand both the process and the system design by the end.

Document (held privately):

DocumentDate
Statement of work, Power App development, phase 2, with e-signature recordSeptember 2021

Results and limitations

ClaimBasisStatus
The company contracted EPC Group to build a change-request application in Teams after a design phaseE-signed statement of work, September 2021Contracted (EPC-reported; documents private)
Application delivered, adopted, or measured resultsNo document citedNot claimed

Provenance

  • Source: the e-signed statement of work and signing record (September 2021), held privately. Engagement ID: EPC-2021-ANON-HW-CRAPP, an alias unrelated to the client's name.
  • Anonymization: industry only, under EPC Group's anonymized-case rule; the company's name, products, third-party tools, location, staff names and commercial terms are not published.
  • Not claimed: client endorsement, delivery, or any measured result.
  • Author: Errin O'Connor, Founder & Chief AI Architect, EPC Group, who e-signed the statement of work for EPC Group.

Revision history

  • 2026-10-25: anonymized engagement summary published from the engagement's e-signed statement of work.

Related service

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Author: Errin O'Connor, Founder & Chief AI Architect, EPC Group · Published: 2026-10-25.

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