EPC Group - Enterprise Microsoft AI, SharePoint, Power BI, and Azure Consulting
G2 High Performer Summer 2025, Momentum Leader Spring 2025, Leader Winter 2025, Leader Spring 2026
BlogContact
Ready to transform your Microsoft environment?Get started today
(888) 381-9725Get Free Consultation
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌

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

Follow Us

Solutions

  • All Services
  • Microsoft 365 Consulting
  • AI Governance
  • Azure AI Consulting
  • Cloud Migration
  • Microsoft Copilot
  • Data Governance
  • Microsoft Fabric
  • vCIO / vCAIO Services
  • Large-Scale Migrations
  • SharePoint Development

Industries

  • All Industries
  • Healthcare IT
  • Financial Services
  • Government
  • Education
  • Teams vs Slack

Power BI

  • Case Studies
  • 24/7 Emergency Support
  • Dashboard Guide
  • Gateway Setup
  • Premium Features
  • Lookup Functions
  • Power Pivot vs BI
  • Treemaps Guide
  • Dataverse
  • Power BI Consulting

Company

  • About Us
  • Our History
  • Microsoft Gold Partner
  • Case Studies
  • Testimonials
  • Blog
  • Resources
  • All Guides & Articles
  • Video Library
  • Client Reviews
  • Contact

Microsoft Teams

  • Teams Questions
  • Teams Healthcare
  • Task Management
  • PSTN Calling
  • Enable Dial Pad

Azure & SharePoint

  • Azure Databricks
  • Azure DevOps
  • Azure Synapse
  • SharePoint MySites
  • SharePoint ECM
  • SharePoint vs M-Files

Comparisons

  • M365 vs Google
  • Databricks vs Dataproc
  • Dynamics vs SAP
  • Intune vs SCCM
  • Power BI vs MicroStrategy

Legal

  • Sitemap
  • Privacy Policy
  • Terms
  • Cookies

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. Microsoft Gold Partner from 2003–2022 — the oldest Microsoft Gold Partner in North America — and currently a Microsoft Solutions Partner with six designations: Data & AI, Modern Work, Infrastructure, Security, Digital & App Innovation, and Business Applications.

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 for multiple years starting 2002–2003. 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.

Financial Services SharePoint | Secure Document Management

Expert Microsoft consulting and implementation

Financial Services Industry

Financial Services SharePoint

SOC 2 compliant SharePoint document management for financial services. Loan processing, compliance tracking, and secure collaboration.

Get StartedView Case Studies

Why Choose EPC Group for Financial Services SharePoint?

With 29 years of experience serving the financial services industry, EPC Group delivers SharePoint solutions that understand your unique challenges and regulatory requirements.

Industry Expertise

  • Deep understanding of financial services workflows and processes
  • Compliance expertise (SOC 2, FINRA)
  • Proven track record with financial services organizations
  • Enterprise-grade security and data protection

Our Approach

  1. Discovery: Understand your financial services-specific needs
  2. Design: Create compliant, scalable solutions
  3. Deploy: Implement with minimal disruption
  4. Support: Ongoing optimization and training

Get Started

Ready to transform your financial services organization with SharePoint? Contact EPC Group today for a free consultation.

Ready to Get Started?

Schedule a free consultation with our Financial Services SharePoint experts

Contact Us

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.