Last updated by Errin O'Connor, Founder & Chief AI Architect, EPC Group
What EPC Group Delivers with Claude
EPC Group is a Microsoft Solutions Partner Founded in 1997 with all six Microsoft Solutions Partner Designations and a senior-architect AI consulting practice that has shipped Anthropic Claude implementations since the Claude beta. The Claude practice sits inside EPC Group's broader AI consulting and AI governance offering, and is delivered alongside Microsoft 365 Copilot, Azure OpenAI, and the Power Platform agent stack for enterprises that need defensible cross-vendor model selection.
Claude Practice — Six Service Pillars
- Claude integration with Microsoft 365 and SharePoint. Calling Claude from Power Automate, SharePoint Framework solutions, Teams custom messaging extensions, and Microsoft Graph-anchored agents — with Microsoft Entra identity, Purview labeling, and audit logging on every call.
- Claude integration with Azure and Power Platform. Azure Functions and Container Apps wrappers around Claude, Power Automate connectors, Copilot Studio plugin patterns, and Dataverse-backed retrieval for grounded outputs.
- Long-context document workloads. Multi-document policy review, M&A diligence over 200K-token corpora, regulatory mapping (HIPAA, SOC 2, FINRA, FedRAMP, CMMC, GxP), and structured extraction from contracts, SOWs, and clinical guidelines.
- Agentic workflow design. Multi-step agents with Claude as the reasoning core, Microsoft Entra non-human identity, decision boundaries, escalation rules, and audit trails — built under the seven-layer agentic AI governance framework.
- Prompt engineering and system-prompt design. Versioned prompt libraries, A/B canary evaluation, regression suites, and named-owner accountability for every production prompt.
- Safety, compliance, and governance. Purview-equivalent classification of prompts and responses, immutable audit logging, data-residency posture (VPC isolation, region selection), and the architecture artifacts buyers need for security review.
When Claude vs. Microsoft 365 Copilot
Microsoft 365 Copilot is the productivity copilot anchored to Microsoft Graph, Purview labels, and tenant policy — the daily-driver for office workers. EPC Group engages Claude where the workload demands the following:
- Long-context document work (Microsoft Foundry lists a 1M-token context window on current Claude models), such as multi-document review and M&A diligence.
- Stronger reasoning for multi-step policy-bound decisioning, code review, and structured extraction.
- Cross-vendor model diversity — independent verification of a primary model output for risk decomposition.
- Specialized agentic patterns where Claude's tool-use and reasoning are differentiated.
EPC Group designs the routing layer that decides which model handles which class of request — Microsoft 365 Copilot for productivity, Claude for long-context and reasoning, Azure OpenAI for tenant-resident generative workloads, with Purview classification and audit logging on every model call.
Regulated Enterprise Patterns
- Healthcare (HIPAA-scoped). Clinical guideline mapping, multi-document chart review, prior-authorization narrative extraction — with Claude deployed via AWS Bedrock under BAA, prompts and responses Purview-classified, and Communication Compliance overlay on Copilot-adjacent surfaces.
- Financial services (SOC 2 + FINRA). Disclosure review, regulatory mapping, advisor workflow assistance — with FINRA books-and-records logging on every prompt and response.
- Federal and defense (FedRAMP-aligned). FedRAMP and CMMC 2.0 control mapping, ATO scope documentation review, and policy-bound decisioning under named-owner accountability. EPC Group's consulting delivery is FedRAMP-aligned; product status of underlying Claude deployment depends on the AWS Bedrock region and Anthropic offering selected.
- Life sciences (GxP). Protocol review, clinical study narrative generation, and regulatory submission drafting — with model-version pinning, change control, and Computer System Validation artifacts.
How a Claude / multi-model engagement runs
Engagement pattern: how the work is structured and what it produces. This is not a client case study; client results are published as anonymized case studies only with the client's approval.
Where Claude runs in a Microsoft estate
- Inside Microsoft 365 Copilot, Researcher, Copilot Studio and Power Platform. Anthropic is onboarded as a Microsoft subprocessor, so the Microsoft Product Terms and Data Protection Addendum apply, except for models Microsoft labels "Anthropic models with Data Retention", which run under Anthropic's own terms and stay off until an admin opts in. Anthropic models are on by default for most commercial-cloud customers but off by default in the EU, EFTA and UK, are excluded from the EU Data Boundary, and are not available in GCC High or DoD (Microsoft Learn,Anthropic models in Microsoft Online Services, accessed 2026-10-28).
- In Microsoft Foundry. Claude models come in two versions: hosted on Azure infrastructure end to end, or hosted on Anthropic infrastructure outside Azure, billed through an Azure Marketplace subscription. Some Azure-hosted models also offer a US Data Zone deployment (Microsoft Learn,Claude models in Microsoft Foundry, accessed 2026-10-28).
- Directly from Anthropic, under Anthropic's commercial terms, when a workload needs a capability not yet offered through Microsoft.
The four phases
- Decide. Inventory the use cases, then write the model-routing policy: which requests go to Microsoft 365 Copilot, which to Claude, which to Azure OpenAI, and why.
- Configure. Set the Microsoft 365 admin center setting "AI providers operating as Microsoft subprocessors" for the right Entra ID security groups, the Power Platform admin center control for Copilot Studio, and the Foundry hosting version and deployment type that match your data-residency rules.
- Build and evaluate. Ground answers in your sources with citations, and test each workflow against a versioned evaluation set before users see it.
- Operate. Copilot and AI app interactions are captured in Microsoft Purview Audit (Standard), so monitoring, retention and incident review run through the same Purview controls as the rest of the tenant (Microsoft Learn,Audit logs for Copilot and AI applications, accessed 2026-10-28).
What you receive
- Model-routing policy and a data-path map for every model in scope
- Admin configuration record: subprocessor setting, group scoping, Power Platform and Foundry settings
- Evaluation set, test results and the acceptance threshold each workflow had to meet
- Monitoring and incident runbook tied to Purview audit and retention
Engagement Model
Claude consulting engagements run on The EPC Group Lifecycle — Assess, Modernize, Govern, Operate, Enable — with fixed-fee accountability at every stage and the same senior architects accountable from costed roadmap through ongoing operations. Assess sizes the Claude architecture in weeks. Modernize ships the integration and the agentic workflow. Govern lands Purview classification, audit logging, and the seven-layer governance framework. Operate provides business-hours escalation on agent incidents. Enable trains the in-house team to own the prompts, the evaluations, and the governance forums after EPC Group leaves the room.
Frequently Asked Questions
EPC Group delivers Claude integration with the Microsoft stack — calling Claude from Power Automate, SharePoint, Microsoft 365 Copilot agents, and custom Azure functions — plus prompt engineering, system-prompt design, retrieval-augmented patterns for SharePoint and Azure-anchored knowledge bases, safety guardrails, audit logging, and the seven-layer agentic governance framework that covers identity, decision boundaries, escalation, audit, and named-owner accountability.
Claude Opus 4 and Claude Sonnet 4 for highest-reasoning use cases (long-context document review, multi-step agentic workflows, code review, policy-bound decisioning), Claude Haiku for high-throughput low-latency classification and routing, and Claude Code for engineering productivity inside the development organization.
Microsoft 365 Copilot remains the productivity copilot anchored to Microsoft Graph, Purview labels, and tenant policy — that is the daily-driver for office workers. Claude is engaged where the workload demands longer context, stronger reasoning, or cross-vendor model diversity for risk decomposition — for example multi-document policy review, long-context M&A diligence, structured-extraction pipelines from contracts, or independent verification of a primary model output. EPC Group designs the routing layer that decides which model handles which class of request, with Purview classification + audit logging on every call.
Anthropic offers Claude through AWS Bedrock with HIPAA, SOC 2, and FedRAMP coverage depending on the deployment region and the customer's BAA / agreement structure. EPC Group designs the deployment posture — VPC isolation, prompt logging policy, data-residency choices, and Purview-equivalent classification of prompts and responses — and provides the architecture artifacts buyers need for security review.
Layer 1 Microsoft Entra non-human identity for any Claude-based agent making downstream Microsoft Graph or Power Platform calls. Layer 2 Decision boundaries — explicit allowed/denied action lists. Layer 3 Escalation rules — when the agent must defer to a human approver. Layer 4 Audit trail — every prompt, response, tool call, and downstream effect logged to immutable storage. Layer 5 Monitoring — anomaly detection on call patterns and output distribution. Layer 6 Named-owner accountability — a human owner for every agent. Layer 7 Lifecycle controls — model-version pinning, A/B canary, rollback path. The framework applies identically across Claude, Microsoft 365 Copilot, and OpenAI agents.
EPC Group engaged with Anthropic Claude during the Claude beta and has shipped Claude-anchored solutions for regulated enterprises across healthcare, financial services, federal/defense, and life sciences ever since. The firm's Claude practice operates inside the broader AI consulting team led by Errin O'Connor.
Scope a Claude AI engagement
Senior-architect-only delivery. Microsoft-stack integration. Seven-layer agentic governance built in. Fixed-fee at every stage of The EPC Group Lifecycle.
