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Evidence Center — enterprise Microsoft consulting resource from EPC Group. We provide strategic guidance, implementation expertise, governance frameworks, and compliance-native delivery across the Microsoft ecosystem (Power BI, Microsoft Fabric, Microsoft 365, SharePoint, Azure, AI Governance, Microsoft Copilot).

Key Facts

  • In its 30th year of Microsoft enterprise consulting (founded 1997); 6,500+ SharePoint and 1,500+ Power BI deployments.
  • Compliance-native delivery across HIPAA, SOC 2, FedRAMP, FINRA, CMMC, and GxP environments.
  • Microsoft Solutions Partner with experience across core current designations.
  • Senior architect named on every engagement Statement of Work.
  • Engagement Operating Model: published seven-phase Microsoft project management methodology.
  • Free initial consultation; fixed-fee scoped Statements of Work.
HomeAboutEvidence Center

Last updated by Errin O'Connor, Founder & Chief AI Architect, EPC Group

Held By Other Organisations

Real Engagements, Verifiable Outcomes

Ratings and designations held on platforms EPC Group does not control, alongside one figure EPC Group reports itself — each labelled so you can tell which is which:

  • G2 Leader ratings
  • G2 Leader across consecutive quarters
  • Microsoft validation
  • 11,000+ enterprise engagements — reported across EPC Group’s historical project records.
11,000+
Enterprise Engagements
Since 1997 · EPC-reported
4.4/5
G2 Rating
15 verified reviews · seven consecutive Leader quarters
7Q Leader
G2 Recognition
Seven consecutive quarters
1997
Founded
In its 30th year

Independently verified: the G2 rating and Leader quarters (G2), the Solutions Partner designations (Microsoft), and the contracting records below (public procurement records). EPC-reported: engagement and implementation counts. How each class is verified.

Primary-Source Engagement Evidence

Documented client engagements. Every claim is tied to a source document. Nothing on these pages is asserted without an artifact. Each record publishes the source documents it relies on, states what those documents do not establish, and carries a SHA-256 hash for every published file.

ClientTierClaim levelDocumentsEvidence record
Superior Court of California, County of AmadorT1Contracted — payment-corroborated2Superior Court of California, County of Amador — Exchange Online / Microsoft 365 Migration (2026): Evidence Record

Superior Court of California, County of Amador (Amador County Superior Court) contracted EPC Group for Exchange Online / Microsoft 365 Migration in 2026; this record publishes 2 primary-source documents at claim level "Contracted — payment-corroborated".

Superior Court of California, County of AmadorT1Contracted1Superior Court of California, County of Amador — Exchange 2019 and Active Directory Migration (2024): Evidence Record

Superior Court of California, County of Amador (Amador County Superior Court) contracted EPC Group for Exchange 2019 and Active Directory Migration in 2024; this record publishes 1 primary-source document at claim level "Contracted".

Town of Prosper, TexasT1Contracted1Town of Prosper, Texas — Power BI Data Project (2024): Evidence Record

Town of Prosper, Texas contracted EPC Group for Power BI Data Project in 2024; this record publishes 1 primary-source document at claim level "Contracted".

Tarleton State UniversityT1Contracted — countersigned3Tarleton State University — Office 365 Cross-Tenant Migration (2021): Evidence Record

Tarleton State University contracted EPC Group for Office 365 Cross-Tenant Migration in 2021; this record publishes 3 primary-source documents at claim level "Contracted — countersigned".

Office of the Texas State Chemist (Texas A&M AgriLife Research, Texas A&M University System)T1Contracted — countersigned2Office of the Texas State Chemist — Exchange Server 2019 Migration (2021): Evidence Record

Office of the Texas State Chemist (Texas A&M AgriLife Research, Texas A&M University System) contracted EPC Group for Exchange Server 2019 Migration in 2021; this record publishes 2 primary-source documents at claim level "Contracted — countersigned".

Prairie View A&M UniversityT1Contracted — public procurement record1Prairie View A&M University — Google Workspace to Microsoft 365 Migration (2020): Evidence Record

Prairie View A&M University contracted EPC Group for Google Workspace to Microsoft 365 Migration in 2020; this record publishes 1 primary-source document at claim level "Contracted — public procurement record".

Canadian Forces Morale & Welfare ServicesT1Contracted1Canadian Forces Morale & Welfare Services — SharePoint Consulting: Evidence Record

Canadian Forces Morale & Welfare Services contracted EPC Group for SharePoint consulting support in 2014; this record publishes 1 primary-source document at claim level "Contracted".

Federal Reserve Bank of New YorkT1Contracted — countersigned1Federal Reserve Bank of New York — SharePoint Consulting Engagement: Evidence Record

Federal Reserve Bank of New York contracted EPC Group for SharePoint consulting in 2010; this record publishes 1 primary-source document and 1 historical work-product exhibit at claim level "Contracted — countersigned".

National Institutes of HealthT1Work-product evidenced0National Institutes of Health — SharePoint Center of Excellence: Evidence Record

EPC Group produced SharePoint Center of Excellence design work product for National Institutes of Health in 2010; this record publishes 2 historical work-product exhibits at claim level "Work-product evidenced".

NASA Johnson Space CenterT1Contracted1NASA Johnson Space Center — SharePoint Site Provisioning: Evidence Record

NASA Johnson Space Center contracted EPC Group for SharePoint site provisioning in 2009; this record publishes 1 primary-source document at claim level "Contracted".

Stryker CorporationT2Contracted — payment-corroborated5Stryker — SharePoint Center of Excellence Engagement: Evidence Record

Stryker Corporation contracted EPC Group for SharePoint Center of Excellence, Phase 1 in 2012; this record publishes 5 primary-source documents at claim level "Contracted — payment-corroborated".

Novartis Institutes for BioMedical Research, Inc.T2Contracted — countersigned2Novartis — SharePoint Engagements 2010 and 2011: Evidence Record

Novartis Institutes for BioMedical Research, Inc. contracted EPC Group for SharePoint upgrade and migration support in 2010–2011; this record publishes 2 primary-source documents at claim level "Contracted — countersigned".

Samsung Semiconductor, Inc.T3Contracted — countersigned2Samsung Semiconductor — SharePoint Server 2019 Engagement (2021): Evidence Record

Samsung Semiconductor, Inc. contracted EPC Group for SharePoint Server 2019 services in 2021; this record publishes 2 primary-source documents at claim level "Contracted — countersigned".

Northrop GrummanT3Contracted1Northrop Grumman — Finance I.R.M. Automation Engagement: Evidence Record

Northrop Grumman contracted EPC Group for Finance I.R.M. automation in 2010; this record publishes 1 primary-source document at claim level "Contracted".

PepsiCo, Inc.T3EPC-executed instrument + work product1PepsiCo — MyPepsiCo SharePoint Branding Engagement: Evidence Record

EPC Group produced MyPepsiCo SharePoint branding work product for PepsiCo, Inc. in 2009; this record publishes 1 primary-source document and 1 historical work-product exhibit at claim level "EPC-executed instrument + work product".

Smarter Balanced (University of California, Santa Cruz)T4Contracted2Smarter Balanced (UC Santa Cruz) — Power BI Consulting and Development (2023): Evidence Record

Smarter Balanced (University of California, Santa Cruz) contracted EPC Group for Power BI Consulting and Development in 2023; this record publishes 2 primary-source documents at claim level "Contracted".

Georgia Institute of TechnologyT4Contracted1Georgia Institute of Technology — Microsoft Teams and SharePoint Advisory Engagement (2019): Evidence Record

Georgia Institute of Technology (Georgia Tech) contracted EPC Group for Microsoft Teams and SharePoint consulting services in 2019; this record publishes 1 primary-source document at claim level "Contracted".

Rows are ordered by tier, then engagement year. Tier is a classification of the client, not of the evidence: T1 government or public body · T2 regulated enterprise · T3 national or defense brand · T4 education. 17 records are live; records awaiting a client's permission are built but not published.

EPC Group publishes historical contracting records supporting these engagements; the published material does not establish every claimed delivery outcome.

Evidence manifest: every document, date and SHA-256

Why We Built This Page

EPC Group Evidence Center: Proof Behind the Promise

EPC Group's ratings and designations are held on platforms operated by other organisations — G2, Trustpilot, Clutch and Microsoft.

  • G2 Leader for seven consecutive quarters
  • Microsoft Solutions Partner status across all six designations
  • Trustpilot and Clutch profiles, linked below and readable at the source

Reported by EPC Group rather than by anyone else: 11,000+ enterprise implementations, counted from EPC Group’s own historical project records.

Those two groups are kept apart deliberately. The ratings and designations are maintained by other organisations and can be checked at the source; the engagement count is ours, and is presented as ours.

Ratings and designations held by other organisations

  • G2 — Leader status for seven consecutive quarters in Enterprise IT Consulting and Business Intelligence Consulting. 4.4/5 G2 rating across 15 verified reviews.
  • Independent review verification — G2 Leader awards are based on customer-satisfaction scores drawn from independently verified user reviews, not on self-reported surveys.
  • Microsoft — Solutions Partner designation verified directly by Microsoft. Core designations held.
  • Trustpilot — Reviews from verified clients. Available at Trustpilot.com.
  • Clutch.co — Verified reviews with detailed project feedback and outcome descriptions.
  • Implementation count — 11,000+ enterprise engagements across Fortune 500 and regulated industries.

G2 Leader recognition

G2 awards are based on verified customer reviews — not vendor nominations or paid placements. EPC Group's G2 Leader status reflects what clients say after the project is complete.

  • Leader in Enterprise IT Consulting — seven consecutive quarters.
  • Leader in Business Intelligence Consulting — seven consecutive quarters.
  • Customer satisfaction rating: 4.4/5 across 15 verified G2 reviews.
  • Reviews verified by G2 before inclusion in scoring.

Microsoft partner verification

Microsoft Solutions Partner status is verified directly by Microsoft. It is not self-reported. The six designations require active project delivery, customer satisfaction scores, and certified staff — reviewed annually.

  • Data & AI — verified Power BI and Azure AI delivery capability.
  • Modern Work — verified Microsoft 365, Teams, and SharePoint delivery.
  • Infrastructure — verified Azure infrastructure delivery.
  • Security — verified Microsoft Defender and Sentinel delivery.
  • Digital & App Innovation — verified Azure development and Power Platform delivery.
  • Business Applications — verified Dynamics 365 delivery.

EPC Group held Microsoft Gold Partner status from 2000 until Microsoft retired the program in 2022.

When Microsoft retired the Gold Partner program in 2022, EPC Group earned core Microsoft Solutions Partner designations on the same day.

Client satisfaction metrics

EPC Group tracks six satisfaction metrics for every engagement. These are not aspirational targets — they are tracked per project and reported to clients.

  • Client satisfaction — rated 4.4/5 on G2 across verified reviews, and a G2 Leader for seven consecutive quarters.
  • On-time delivery — tracked per engagement against agreed milestone dates.
  • Client retention rate — percentage of clients returning for a second or subsequent engagement.
  • First-call resolution rate — for managed services, the percentage of issues resolved on the first contact.
  • SLA compliance — adherence to agreed response and resolution SLAs.
  • Adoption rate at 90 days — active user adoption measured at 30, 60, and 90 days post-deployment.

Implementation volume by service line

  • 11,000+ enterprise engagements since 1997.
  • 6,500+ SharePoint implementations.
  • 1,500+ Power BI deployments.
  • 500+ Microsoft Fabric implementations.
  • 70+ Fortune 500 clients.
  • 1.83 million users migrated in M&A programs (2023–2025).

Industry and compliance evidence

Evidence is not just about volume. For regulated industries, compliance track record matters as much as implementation count.

  • Healthcare — HIPAA-compliant Microsoft 365 and Azure deployments. Business Associate Agreement (BAA) experience.
  • Government — FedRAMP Moderate/High implementations. GCC High deployments. NASA Nebula Cloud (led by Errin O'Connor under CIO Chris Kemp).
  • Financial services — SOC 2 Type II advisory. FINRA recordkeeping implementations. SEC retention compliance.
  • Defense — CMMC Level 2 readiness. IL4/IL5 environments in GCC High.

Frequently asked questions

How is EPC Group's track record independently verified?

We are recognized through various platforms for our excellence:

  • G2: Verified customer reviews with a 4.4/5 G2 rating across 15 verified reviews and seven consecutive Leader quarters.
  • Trustpilot: Verified client reviews.
  • Clutch.co: Detailed project reviews.
  • Microsoft: Solutions Partner designation, verified directly by Microsoft every renewal cycle.

How is EPC Group's client satisfaction independently verified?

EPC Group is a G2 Leader in Business Intelligence Consulting for seven consecutive quarters (Fall 2024 through Fall 2026). G2 Leader designations are awarded based on customer satisfaction scores and market presence from independently verified user reviews on G2 (current rating: 4.4/5 across 15 verified reviews).

How many implementations has EPC Group completed?

EPC Group has successfully completed over 11,000 enterprise engagements since 1997. Our experience includes:

  • 6,500+ SharePoint implementations
  • 1,500+ Power BI deployments
  • 500+ Microsoft Fabric implementations
  • 1.83 million users migrated in M&A programs (2023–2025)

What is a Microsoft Solutions Partner designation?

In 2022, Microsoft Solutions Partner designations replaced the Microsoft Gold Partner program. There are six designations available. Each one requires:

  • Active delivery of verified client projects
  • Certified staff in relevant technologies
  • Annual Microsoft review

Request client references

Ask for references in your industry. EPC Group provides client references for healthcare, financial services, government, manufacturing, and education engagements. Call (888) 381-9725 or request a discovery call.

Independent Third-Party Validation

Ratings and designations held on platforms operated by other organisations. Each link goes to EPC Group’s own profile on that platform, so the figures can be read at the source rather than taken from this page.

G2

Leader — Seven Consecutive Quarters

Recognized as a Leader in Enterprise IT Consulting on G2, the world's largest software and services marketplace. G2 ratings are based on verified user reviews — EPC Group cannot edit or influence them.

Verification: Reviews verified via LinkedIn authenticationVerify on G2
7Q Leader

G2 verified reviews

Leader — Seven Consecutive Quarters

G2 Leader in Business Intelligence Consulting for seven consecutive quarters (Fall 2024 through Fall 2026), rated 4.4/5 across 15 verified reviews. G2 awards Leader status on customer-satisfaction scores from independently verified users, and EPC Group cannot edit or influence them.

Verification: G2 verified reviews, collected and validated by G2
4.4/5 on G2

Microsoft

Solutions Partner

Microsoft Solutions Partner designation across Modern Work, Data & AI, and Azure. Validated by Microsoft through demonstrated customer success, certified professionals, and deployment metrics.

Verification: Verified and renewed annually by MicrosoftVerify on Microsoft
Solutions Partner

Clutch

Top IT Consulting Company

Clutch conducts independent phone interviews with EPC Group clients to verify project outcomes, timelines, budgets, and satisfaction. Reviews include detailed project descriptions.

Verification: Reviews verified via client phone interviewsVerify on Clutch
Top Rated

Trustpilot

Verified Reviews

Trustpilot collects and verifies reviews from actual EPC Group clients. The platform uses automated verification to confirm genuine customer relationships.

Verification: Reviews verified via purchase/engagement confirmationVerify on Trustpilot
Verified

11,000+ Implementations: What That Actually Means

Numbers without context are meaningless. Here is what 11,000+ enterprise engagements looks like broken down by category, industry, and scale.

By Technology

  • Microsoft 365 & Exchange migrations
  • Power BI enterprise deployments
  • SharePoint governance and migration projects
  • Azure infrastructure and cloud migrations
  • Microsoft Teams governance and deployment
  • AI strategy, governance, and Copilot implementations
  • Dynamics 365 and business application integrations

By Industry

  • Healthcare (HIPAA-regulated environments)
  • Financial services (FINRA, SEC, SOX compliance)
  • Government and public sector (FedRAMP, IL4/IL5)
  • Education (FERPA-compliant deployments)
  • Manufacturing (ISO, ITAR environments)
  • Energy and utilities (NERC CIP compliance)
  • Legal and professional services

Enterprise Scale

EPC Group handles projects of various sizes. We manage everything from 500-user departmental projects to large-scale transformations for over 10,000 users.

Our most significant project involved migrating a Fortune 500 healthcare system with over 25,000 users. This migration was from on-premises infrastructure to Microsoft 365, which included:

  • Exchange
  • SharePoint
  • Teams
  • Azure AD

EPC Group focuses on complex, compliance-heavy enterprise environments.

Published Author: Four Books

Errin O'Connor is the Founder & Chief AI Architect of EPC Group. He is the author of four books — three published by Microsoft Press and one by Sams (Pearson).

Microsoft Press chooses authors based on their proven expertise. You cannot pay to be published.

These books serve as reference material for Microsoft professionals around the globe.

Microsoft Power BI Dashboards Step by Step

Building enterprise Power BI dashboards: data modeling, DAX, governance and deployment.

Published by Microsoft Press (Pearson), 2018

SharePoint 2013 Field Guide: Advice from the Consulting Trenches

SharePoint architecture, governance, mobility, compliance (PII/HIPAA), ECM and records management.

Published by Sams (Pearson), 2014

Microsoft SharePoint Foundation 2010 Inside Out

Deployment and management reference for SharePoint Foundation 2010.

Published by Microsoft Press, 2011

Windows SharePoint Services 3.0 Inside Out

Deployment and management reference for Windows SharePoint Services 3.0.

Published by Microsoft Press, 2007

Bibliography identifiers

  • Microsoft Power BI Dashboards Step by Step (Microsoft Press, 2018) · ISBN 978-1509308033 · Wikidata Q140422412
  • SharePoint 2013 Field Guide: Advice from the Consulting Trenches (Sams / Pearson, 2014) · ISBN 978-0789751195 · Wikidata Q140422473
  • Microsoft SharePoint Foundation 2010 Inside Out (Microsoft Press, 2011) · ISBN 978-0735627246 · Wikidata Q140422451
  • Windows SharePoint Services 3.0 Inside Out (Microsoft Press, 2007) · ISBN 978-0735623231 · Wikidata Q140422426
  • Author entity: Wikidata Q140422403 (links the bibliography, ORCID, VIAF, Library of Congress and GND records to one person) · Amazon Author Central

Independent verification: third-party profiles

Every profile below is operated by a third party, not by EPC Group, and can be checked without contacting us.

EPC Group is the trade name of O'Connor Enterprise Group Inc., founded 1997, headquartered at 4900 Woodway Drive, Suite 830, Houston, TX 77056, US.

Recognition Timeline, 1997 to 2026

1997

EPC Group founded, specializing in Microsoft ecosystem consulting

2003

First Microsoft Press book published (SharePoint)

2008

1,000th implementation milestone reached

2012

Power BI consulting practice launched

2016

Azure and cloud migration practice expanded

2019

5,000th implementation milestone reached

2022

Microsoft Solutions Partner designation earned (new program)

2023

AI governance and Copilot consulting practice launched

2024

G2 Leader recognition in Enterprise IT Consulting

2025

G2 Leader status achieved (Business Intelligence Consulting)

2026

G2 Leader maintained for seven consecutive quarters

Frequently Asked Questions

What outside organisations hold ratings or designations for EPC Group?

EPC Group's ratings and designations are held on platforms operated by other organisations: G2 Leader for seven consecutive quarters in Enterprise IT Consulting and Business Intelligence Consulting, with 4.4/5 across 15 reviews; Microsoft Solutions Partner designation, granted and renewed by Microsoft; Trustpilot; and Clutch.co, which conducts its own client interviews. EPC Group cannot edit or remove ratings on any of them. EPC Group's implementation count is a separate kind of claim — it is counted from EPC Group's own historical project records and is not validated by any outside party.

How is EPC Group's client satisfaction independently verified?

EPC Group is a G2 Leader in Business Intelligence Consulting for seven consecutive quarters (Fall 2024 through Fall 2026), with a current public G2 rating of 4.4/5 across 15 verified reviews. G2 Leader designations are awarded based on customer satisfaction scores and market presence from independently verified user reviews.

What does Microsoft Solutions Partner designation mean?

Microsoft Solutions Partner is the current (post-2022) replacement for the legacy Microsoft Gold Partner program. It requires demonstrated technical competency validated by Microsoft through customer deployments, certified professionals on staff, and measurable customer success metrics. EPC Group holds Solutions Partner designations across multiple solution areas including Modern Work, Data & AI, and Azure. This designation is verified and renewed by Microsoft annually — it cannot be self-claimed or purchased.

How many implementations has EPC Group completed?

EPC Group has completed over 11,000 engagements since its founding in 1997. These span Microsoft 365 migrations (including environments with 10,000+ users), Power BI enterprise deployments for Fortune 500 companies, Azure infrastructure projects, SharePoint governance implementations, AI strategy and governance frameworks, and Microsoft Teams deployments for regulated industries. Implementation scale ranges from departmental projects to organization-wide transformations across healthcare, financial services, government, education, and manufacturing.

What awards and recognition has EPC Group received?

EPC Group has received recognition including G2 Leader in Enterprise IT Consulting (seven consecutive quarters, Fall 2024 through Fall 2026), Microsoft Solutions Partner designation across multiple solution areas, Clutch Top IT Consulting Company recognition, and industry-specific awards for healthcare IT and financial services consulting. EPC Group's founder Errin O'Connor is a 4-time bestselling author (Power BI, SharePoint, Azure, and large-scale migration books) and frequent speaker at Microsoft Ignite, SharePoint Conference, and industry events.

Where can I find verified reviews of EPC Group?

Verified reviews of EPC Group are available on multiple independent platforms: G2.com (enterprise IT consulting category, filtered by verified reviews), Clutch.co (detailed project reviews with budget, timeline, and outcome information), Trustpilot (verified customer reviews), Google Business Profile (local reviews), and Microsoft AppSource (partner reviews). Each platform has its own verification process — G2 requires LinkedIn authentication, Clutch conducts phone interviews with clients, and Trustpilot verifies purchase/engagement history.

Does EPC Group provide references from regulated industries?

Yes. EPC Group provides references from healthcare organizations (HIPAA-regulated), financial services firms (FINRA/SEC-regulated), government agencies (FedRAMP environments), and educational institutions (FERPA-compliant). Due to NDA and compliance requirements, reference calls are arranged directly rather than published publicly. Prospective clients can request industry-specific references during the sales process. EPC Group typically provides 3-5 references matched to the prospect's industry, project scope, and organizational size.

What client satisfaction metrics does EPC Group track?

EPC Group tracks comprehensive client satisfaction metrics including G2 Leader status (seven consecutive quarters), project delivery on-time rate (tracked per engagement), client retention rate (percentage of clients engaging for multiple projects), first-call resolution rate for managed services, SLA compliance metrics for support agreements, and post-implementation adoption rates. These metrics are reviewed quarterly by EPC Group leadership and shared with clients during quarterly business reviews.

Ready to See the Proof in Action?

Schedule a conversation with EPC Group. We will provide industry-specific references, walk through relevant case studies, and answer every question about our track record.

Microsoft Strategy: 2026 Considerations for Evidence Center

Microsoft Solutions Partner status includes six designations: Data & AI, Modern Work, Infrastructure, Security, Digital & App Innovation, and Business Applications. This status replaced the Microsoft Gold Partner program in 2022.

EPC Group held Microsoft Gold Partner status from 2000 until the program was retired in 2022, and now holds the core Microsoft Solutions Partner designations.

Microsoft field teams often use this designation to:

EPC Group has a heritage in Microsoft consulting that reaches back to 1997. This experience is crucial because current Microsoft platform decisions build on 25 years of architectural choices. For example:

Firms that can navigate this complexity hold a structural advantage in enterprise Microsoft migrations.

Decision factors EPC Group evaluates

For a tailored read on this topic in your specific tenant, contact EPC Group at contact@epcgroup.net or +1 (888) 381-9725. Engagement options at /pricing.

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