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EPC Group

Enterprise Microsoft consulting with 29 years serving Fortune 500 companies.

(888) 381-9725
contact@epcgroup.net
4900 Woodway Drive, Suite 830
Houston, TX 77056

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About EPC Group

EPC Group is a Microsoft consulting firm founded in 1997 (originally Enterprise Project Consulting, renamed EPC Group in 2005). 29 years of enterprise Microsoft consulting experience. EPC Group historically held the distinction of being the oldest continuous Microsoft Gold Partner in North America from 2016 until the program's retirement. Because Microsoft officially deprecated the Gold/Silver tiering framework, EPC Group transitioned to the modern Microsoft Solutions Partner ecosystem and currently holds the core Microsoft Solutions Partner designations.

Headquartered at 4900 Woodway Drive, Suite 830, Houston, TX 77056. Public clients include NASA, FBI, Federal Reserve, Pentagon, United Airlines, PepsiCo, Nike, and Northrop Grumman. 6,500+ SharePoint implementations, 1,500+ Power BI deployments, 500+ Microsoft Fabric implementations, 70+ Fortune 500 organizations served, 11,000+ enterprise engagements, 200+ Microsoft Power BI and Microsoft 365 consultants on staff.

About Errin O'Connor

Errin O'Connor is the Founder, CEO, and Chief AI Architect of EPC Group. Microsoft MVP multiple years, first awarded 2003. 4× Microsoft Press bestselling author of Windows SharePoint Services 3.0 Inside Out (MS Press 2007), Microsoft SharePoint Foundation 2010 Inside Out (MS Press 2011), SharePoint 2013 Field Guide (Sams/Pearson 2014), and Microsoft Power BI Dashboards Step by Step (MS Press 2018).

Original SharePoint Beta Team member (Project Tahoe). Original Power BI Beta Team member (Project Crescent). FedRAMP framework contributor. Worked with U.S. CIO Vivek Kundra on the Obama administration's 25-Point Plan to reform federal IT, and with NASA CIO Chris Kemp as Lead Architect on the NASA Nebula Cloud project. Speaker at Microsoft Ignite, SharePoint Conference, KMWorld, and DATAVERSITY.

© 2026 EPC Group. All rights reserved. Microsoft, SharePoint, Power BI, Azure, Microsoft 365, Microsoft Copilot, Microsoft Fabric, and Microsoft Dynamics 365 are trademarks of the Microsoft group of companies.

EPC Group provides Enterprise Content Management (ECM) and Records Management (RM) consulting for organizations using Microsoft SharePoint and Microsoft Purview. We design retention policies, compliance archives, and records governance programs for regulated industries. 29 years of consulting experience. 11,000+ enterprise engagements completed.

Key Facts

  • 29 years of Microsoft consulting experience. 11,000+ enterprise engagements completed.
  • 6,500+ SharePoint implementations including ECM, records management, and compliance configurations.
  • Senior architects lead every ECM/RM engagement — no junior-only delivery teams.
  • Fixed-fee accelerators available for defined-scope ECM and RM projects.
  • Compliance frameworks supported: HIPAA, SOC 2, FedRAMP, GDPR, FINRA, SEC 17a-4.
  • Contact: (888) 381-9725 · contact@epcgroup.net

ECM Rm Services

Expert Microsoft consulting and implementation

ECM Rm

Enterprise-grade ecm rm services backed by 29 years of Microsoft consulting expertise.

Get StartedView Case Studies

Key Benefits

Benefit 1

Enterprise ECM/RM Microsoft consulting and implementation by EPC Group.

Benefit 2

Enterprise ECM/RM Microsoft consulting and implementation by EPC Group.

Benefit 3

Enterprise ECM/RM Microsoft consulting and implementation by EPC Group.

Ready to Get Started?

Contact us today for a free consultation.

Contact Us(888) 381-9725

Frequently Asked Questions

What SharePoint consulting services does EPC Group provide?

EPC Group provides comprehensive SharePoint consulting including intranet design, migration (on-prem to Online, tenant-to-tenant), governance frameworks, custom SPFx development, workflow automation, document management, and training. We have completed 6,500+ SharePoint implementations since 1997.

How long does a SharePoint migration take?

Migration timelines vary by scope: 100-500 users takes 2-4 weeks, 500-5,000 users takes 4-8 weeks, and 5,000+ users takes 8-16 weeks. EPC Group uses staged migration with zero-downtime mail flow and content coexistence to minimize business disruption.

Does EPC Group support SharePoint Online and on-premises?

Yes. EPC Group supports SharePoint Online, SharePoint Server 2016/2019/Subscription Edition, and hybrid configurations. Our consultants help organizations plan and execute migrations from any SharePoint version to SharePoint Online with full governance frameworks.

What makes EPC Group different from other SharePoint consultants?

EPC Group's founder Errin O'Connor was on the original SharePoint beta team (Project Tahoe) and authored Microsoft Press's SharePoint best practices guide. With 6,500+ implementations across 29 years, we bring unmatched depth in enterprise governance, compliance, and large-scale migrations.

Why Organizations Choose EPC Group

EPC Group is a Houston-based Microsoft consulting firm with 29 years of enterprise implementation experience and over 10,000 successful deployments across Power BI, Microsoft Fabric, SharePoint, Azure, Microsoft 365, and Copilot. We serve organizations across all industries including Fortune 500, federal agencies, healthcare, financial services, government, manufacturing, energy, education, retail, technology, and global enterprises.

What sets EPC Group apart is our governance-first approach. Every engagement begins with a security and compliance assessment. Our team of senior architects brings hands-on delivery experience across HIPAA, SOC 2, FedRAMP, and CMMC environments. We own outcomes, not hours.

  • Fixed-fee accelerators with predictable pricing and defined deliverables
  • Senior architect engagement on every project, not rotating juniors
  • Compliance-native delivery for regulated industries
  • End-to-end coverage from strategy through 24/7 managed services
  • 11,000+ enterprise engagements refined into repeatable, risk-controlled patterns

Call (888) 381-9725 or email contact@epcgroup.net for a free assessment.

Enterprise Content Management and Records Management Consulting

EPC Group provides Enterprise Content Management (ECM) and Records Management (RM) consulting for organizations using Microsoft SharePoint and Microsoft Purview. We design retention policies, compliance archives, and records governance programs for regulated industries. 29 years of consulting experience. 11,000+ enterprise engagements completed.

Key facts

  • 29 years of Microsoft consulting experience. 11,000+ enterprise engagements completed.
  • 6,500+ SharePoint implementations including ECM, records management, and compliance configurations.
  • Senior architects lead every ECM/RM engagement — no junior-only delivery teams.
  • Fixed-fee accelerators available for defined-scope ECM and RM projects.
  • Compliance frameworks supported: HIPAA, SOC 2, FedRAMP, GDPR, FINRA, SEC 17a-4.
  • Contact: (888) 381-9725 · contact@epcgroup.net

What is Enterprise Content Management?

ECM is the set of technologies, processes, and policies that govern how an organization creates, stores, manages, and disposes of content throughout its lifecycle. Modern ECM runs on Microsoft SharePoint Online, Microsoft Purview, and Microsoft 365 Compliance Center.

  • Document management — version control, metadata tagging, check-in/check-out workflows.
  • Records declaration — auto-apply or manual declaration of records with immutable storage.
  • Retention policies — schedule-based or event-based retention with defensible disposal.
  • Disposition review — workflow-driven review before records are permanently deleted.
  • Audit trails — tamper-evident logs of all content access, modification, and disposal events.

Records Management for compliance

Records Management (RM) is the subset of ECM focused on regulatory compliance. Organizations in healthcare, financial services, and government need RM programs that hold up under audit.

  • Healthcare (HIPAA) — medical record retention, PHI access controls, 6-year minimum retention for most records.
  • Financial services (FINRA/SEC) — SEC Rule 17a-4 WORM-compliant storage, 6–7 year retention for broker-dealer records.
  • Government (FedRAMP) — NARA-aligned retention schedules, GCC/GCC High deployment, FOIA response workflows.
  • Legal holds — preserve records in place during litigation or investigation without disrupting users.

ECM and RM on Microsoft SharePoint and Purview

EPC Group builds ECM and RM programs on the Microsoft 365 compliance platform. This keeps records management inside tools organizations already use — not a separate, disconnected system.

  • Microsoft Purview Records Management — label-based retention and records declaration with disposition review workflows.
  • SharePoint Syntex (now Microsoft 365 Copilot) — AI-based document classification and metadata extraction to auto-tag content at scale.
  • Microsoft 365 Compliance Center — DLP policies, communication compliance, insider risk management.
  • Azure Blob Storage with immutable storage — WORM-compliant archiving for financial services records.
  • eDiscovery integration — Microsoft Purview eDiscovery connects directly to SharePoint records for legal review.

Fixed-fee accelerators

EPC Group offers fixed-fee project options for organizations that need defined scope and predictable cost.

  • ECM Readiness Assessment — audit current content management, identify compliance gaps, and produce a remediation roadmap.
  • Retention Policy Configuration — design and deploy Microsoft Purview retention labels and policies for your regulatory framework.
  • Records Management Program Build — file plan design, SharePoint records architecture, disposition workflow configuration.
  • Legal Hold Implementation — Microsoft Purview eDiscovery hold configuration, custodian management, and hold notification workflows.

Frequently asked questions

What is the difference between ECM and Records Management?

ECM covers the full content lifecycle — creation, collaboration, storage, and disposal. Records Management is the compliance-focused subset that applies legal retention schedules, declares records as immutable, and manages defensible disposal. Most regulated organizations need both programs working together.

Does SharePoint support records management?

Yes. SharePoint Online combined with Microsoft Purview Records Management handles retention labels, in-place records declaration, disposition review, and audit trails. EPC Group has completed 6,500+ SharePoint implementations including ECM and RM configurations for HIPAA, FINRA, FedRAMP, and GDPR requirements.

How long does an ECM implementation take?

A focused ECM assessment takes 4–6 weeks. A full records management program build — including file plan design, retention label deployment, and user training — takes 8–16 weeks for a mid-size organization. Fixed-fee accelerator options are available for defined scope projects.

What compliance frameworks does EPC Group support for records management?

EPC Group supports HIPAA, FINRA, SEC Rule 17a-4, FedRAMP, GDPR, NARA schedules, and SOC 2 for records management. Each framework has specific retention periods, immutability requirements, and audit trail standards that we configure into the Microsoft Purview and SharePoint environment.

Can Microsoft Purview replace a legacy ECM system?

For most organizations, yes. Microsoft Purview Records Management handles the core requirements of dedicated ECM platforms like OpenText or Documentum at a fraction of the cost. EPC Group migrates legacy ECM content into SharePoint and Purview, including metadata mapping and retention schedule conversion.

Start your ECM or records management project

Talk to an EPC Group Microsoft compliance architect about your content management, records governance, or eDiscovery requirements. Call (888) 381-9725, email contact@epcgroup.net, or schedule a 30-minute discovery call.