Financial SharePoint | Secure Document Management

Key Facts

6,500+ SharePoint implementations delivered by EPC Group

1,500+ Power BI enterprise deployments

11,000+ total enterprise engagements since 1997

Microsoft Solutions Partner with all six core designations

Founder Errin O'Connor: 4x bestselling author (Microsoft Press / Sams)

Regulated-industry experience: HIPAA, SOC 2, FedRAMP, StateRAMP, CJIS, ITAR

Why Choose EPC Group for Financial Services SharePoint?

With experience serving the financial services industry since 1997, 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

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

Get Started

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

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 since 1997, 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 enterprise implementation since 1997 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.

Financial Services SharePoint | Secure Document Management