Anonymized engagement summary: consolidating two legacy SharePoint farms (2013 and 2019) into SharePoint Online for a regional bank (2024)
Anonymized engagement summaryRegional bank · 2024
Opening answer. In 2024 EPC Group was engaged by a regional bank to move two legacy on-premises SharePoint farms into SharePoint Online:
- a SharePoint Server 2013 farm past end of life: 16 site collections and 159 subsites, about 112 GB
- a SharePoint Server 2019 farm: 86 site collections and 208 subsites, about 34 GB
That makes 102 site collections and 367 subsites in total. The scope adds new SharePoint Online branding and a knowledge-transfer session for the bank's key staff, with an estimated eight to nine weeks of delivery.
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
| Item | Scope |
|---|---|
| Organization | A regional bank |
| Source 1 | SharePoint Server 2013 (end of life): 16 site collections, including three large ones, and 159 subsites, excluding OneDrive and My Sites; about 112 GB |
| Source 2 | SharePoint Server 2019: 3 PMO site collections with 208 subsites, plus 83 other site collections without subsites; about 34 GB |
| Target | SharePoint Online, with new branding |
| Phases | Assessment (requirements, use cases, data discovery, roadmap, success criteria, communication plan); design; deployment with quality analysis and testing; post-deployment best practices, closure and acceptance |
| Enablement | A knowledge-transfer session for the bank's key staff |
| Timeline | An estimated eight to nine weeks, with weekly status reports and meetings |
Not reported: user counts, the migration tooling, the cut-over dates and any measured result.
Approach and artifacts
Two farms, one destination, sized up front. The engagement inventoried each source farm down to site collections, subsites and data volume. That includes the end-of-life 2013 farm's three large site collections and the 2019 farm's project-office collections with their deep subsite trees.
Design before deployment. Requirements, use cases and data discovery lead into a conceptual architecture, success criteria and a communication plan. Design follows, then deployment with quality analysis and testing, so both farms land in a single SharePoint Online structure under one brand.
Formal closure. Project closure runs through a formal deliverable acceptance process.
What EPC Group delivered and what is not claimed
| Claim | Basis | Status |
|---|---|---|
| The bank contracted EPC Group to consolidate two SharePoint farms into SharePoint Online | EPC engagement record | Contracted (EPC-reported) |
| Migration completed, accepted, or measured results | Not reported | Not claimed |
Related services
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Last updated by Errin O'Connor, Founder & Chief AI Architect, EPC Group
Author: Errin O'Connor, Founder & Chief AI Architect, EPC Group · Published October 25, 2026 · Project alias EPC-2024-ANON-BANK-SPOCONSOL · Published under the anonymized-engagement rule.