Anonymized engagement summary: consolidating two legacy SharePoint farms (2013 and 2019) into SharePoint Online for a regional bank (2024)
Contracted — countersigned (EPC-reported; documents private)First-pass editionA regional bank (client not named) · 2024 · Project ID EPC-2024-ANON-BANK-SPOCONSOL
Last updated by Errin O'Connor, Founder & Chief AI Architect, EPC Group
Opening answer. In June 2024 a regional bank's SEVP and Chief Information Officer countersigned a statement of work with EPC Group 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.
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 bank's SEVP and Chief Information Officer signed the statement of work electronically in June 2024, and the signing envelope shows as completed the same day. No migration record, acceptance or outcome measurement is cited or claimed.
Buyer problem and scope
| Item | What the statement of work states |
|---|---|
| Buyer | A regional bank (client not named); signed by its SEVP and Chief Information Officer |
| 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 |
| Regulatory terms | The confidentiality terms recognize the bank as a regulated financial institution whose examiners may request access to the statement of work and related information |
Unknowns, not stated in the document cited: user counts, the migration tooling, the cut-over dates and any measured result.
Approach and artifacts
Two farms, one destination, sized up front. The statement of work inventories 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.
Built for a regulated bank. The engagement terms acknowledge that bank examiners may see the work. Project closure runs through a formal deliverable acceptance process.
Document (held privately):
| Document | Date |
|---|---|
| Statement of work, SharePoint 2013 and 2019 to SharePoint Online (countersigned) | June 2024 |
Results and limitations
| Claim | Basis | Status |
|---|---|---|
| The bank contracted EPC Group to consolidate two SharePoint farms into SharePoint Online | Countersigned statement of work, June 2024 | Contracted (EPC-reported; documents private) |
| Migration completed, accepted, or measured results | No document cited | Not claimed |
Provenance
- Source: the countersigned statement of work (June 2024), held privately. Engagement ID: EPC-2024-ANON-BANK-SPOCONSOL, an alias unrelated to the client's name.
- Anonymization: industry and organization type only, under EPC Group's anonymized-case rule; the bank's name, history, 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, who signed the statement of work for EPC Group.
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.