Enterprise Success Stories

Enterprise Case Studies from EPC Group

EPC Group delivers Case Studies as a core practice within the Microsoft consulting portfolio. Engagements are led by senior architects with hands-on Fortune 500 delivery experience and a bench of hundreds of Microsoft-certified consultants spanning SharePoint, Microsoft 365, Power BI, Azure, Microsoft Copilot, and Microsoft Purview.

Every Case Studies engagement is engineered for the regulatory and operational environment it serves. Healthcare deployments carry HIPAA controls from day one; financial services deployments meet SOC 2 and FINRA retention requirements; government deployments map to FedRAMP and CMMC controls with audit-ready evidence.

Manufacturing and energy

For multi-plant manufacturers and energy operators, EPC Group integrates Microsoft 365 with operational technology, protects intellectual property through Purview labels and Endpoint DLP, and provisions frontline workers with F1 and F3 licensing patterns. Multi-region rollouts include data residency planning and offline-capable Power Platform apps for shop-floor environments.

How EPC Group engages

Six-phase methodology applied to every engagement, compressed for fixed-fee accelerators and extended for full programs.

1. Discovery — two-week assessment of the current estate, gap analysis, risk register, target architecture, costed remediation roadmap.
2. Design — senior architect produces the target topology, identity framework, Conditional Access, Purview, governance model, and security posture, reviewed by client leads.
3. Pilot — 25 to 100 user pilot in a real business unit. Migrate, apply baselines, test integrations, capture feedback.
4. Wave rollout — migrate in waves of 500 to 2,500 users with communications, training, hypercare, and a per-wave retrospective.
5. Adoption — role-based training, Champions network, executive sponsor enablement, metrics tracked against a measured baseline.
6. Operate — optional managed-services retainer for license optimization, governance reviews, security monitoring, and quarterly business reviews.

Microsoft-only since 1997

29 years of Microsoft-exclusive consulting. Microsoft Solutions Partner with core designations across Modern Work, Security, and Data & AI.

EPC Group was the oldest continuous Microsoft Gold Partner in North America from 2016 until program retirement in 2022. Errin O'Connor authored four Microsoft Press bestsellers covering Power BI, SharePoint, Azure, and large-scale migrations.

Financial services

For banks, asset managers, and broker-dealers, EPC Group engineers SOC 2 audit trails, FINRA Rule 4511 and SEC 17a-4 retention, MNPI containment, and Communication Compliance for trading floors. Microsoft Purview Audit Premium with seven-year tamper-evident retention is the standard baseline; Defender for Cloud Apps detects shadow-AI exfiltration before it reaches a compliance event.

Engagement models

Three engagement models cover most enterprise needs. Most clients start with a fixed-fee accelerator and grow into a full program or a managed-services retainer.

• Fixed-fee accelerators — Copilot Readiness, Security Hardening, Tenant Health Check, SharePoint Migration, Teams Governance. Defined scope and price. Typical range $25,000 to $150,000 over four to twelve weeks.
• Project engagements — full migration or governance program with milestone-based billing. Discovery through hypercare. Typical range $150,000 to $750,000-plus over three to nine months.
• Managed services — tiered retainer for ongoing operations. Named senior architect on the account. From $3,500 per month with a twelve-month minimum.

Senior-architect-led delivery

Every engagement is led and staffed by 15 to 20 year veterans. No rotating juniors learning on your tenant. The bench includes hundreds of Microsoft-certified consultants who have shipped real production environments for Fortune 500 customers across SharePoint, Microsoft 365, Power BI, Azure, and Microsoft Copilot.

Talk to a senior architect

30-minute discovery call. No pitch deck. Call (888) 381-9725 or schedule a discovery call and a senior architect responds within one business day.