EPC Group - Enterprise Microsoft AI, SharePoint, Power BI, and Azure Consulting
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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.

Microsoft 365 Consulting For Higher Education

Microsoft 365 Consulting for Higher Education & K-12

R1 Universities · Community Colleges · K-12 Districts · M365 Education · FERPA + COPPA + State Privacy

EPC Group's Microsoft 365 Education consulting covers R1 + regional comprehensive universities, community colleges, and K-12 districts. M365 Education A1/A3/A5 tier rightsizing, FERPA technical controls (sensitivity labels + DLP + IB + Audit Premium), COPPA + state student data privacy compliance, M365 Copilot for higher ed (faculty + admin + student services with academic integrity overlay), SIS integration (Banner, PeopleSoft, Colleague, Workday Student, PowerSchool).

Key Facts

  • M365 Education tier selection: A1 (free), A3, A5 — rightsizing assessment first
  • FERPA: Purview labels + DLP + IB + Audit Premium + Customer Lockbox
  • COPPA + state student data privacy (SOPIPA, NYSED, IL SOPPA, CT, CO)
  • M365 Copilot for 3 distinct populations (faculty + admin + student services)
  • SIS integration: Banner, PeopleSoft, Colleague, Workday Student, PowerSchool, Aspen
  • 40+ documented Copilot patterns with academic integrity + FERPA + IP considerations
  • Multi-campus university system deployments with shared-tenant + campus-OU pattern
  • References from R1 + regional comprehensives + community colleges + K-12 under NDA
Home / Microsoft 365 Consulting / Higher Education

Quick Answer

Microsoft 365 for universities + K-12. M365 Education A1/A3/A5 tier rightsizing. FERPA technical controls. COPPA + state student data privacy. M365 Copilot for faculty + admin + student services with academic integrity overlay. SIS integration (Banner, PeopleSoft, Colleague, Workday, PowerSchool).

Schedule Education M365 Discovery

Why Microsoft 365 Education Now

Higher education + K-12 institutions in 2026 are operating under unusual pressures: demographic cliff (declining 18-year-old population through 2030+), state appropriation volatility, federal student aid uncertainty, increased competition from non-traditional credentialing. K-12 recovering from pandemic learning loss with constrained federal stimulus runoff. Cybersecurity has become a board-level + state-level issue after high-profile ransomware attacks on universities + K-12 districts.

EPC Group's education practice has shipped Microsoft 365 deployments across R1 universities (Carnegie classification R1), regional comprehensive universities, community colleges, and K-12 districts ranging from single-campus to multi-state.

M365 Education Tier Selection

Tier selection drives the rest of the engagement:

  • A1 (free for students + faculty) — web + mobile Office, Teams for Education, OneDrive 100GB/user, OneNote class notebook. Suitable for K-12 + student layer at universities + community colleges
  • A3 — Desktop Office + Intune for Education + Defender for Endpoint + Azure Information Protection P1 + Purview Audit Standard. Suitable for faculty + staff at higher ed + K-12 administrators
  • A5 — A3 + advanced security (Defender for Identity, Defender for Office 365 P2, Defender for Cloud Apps) + advanced compliance (Purview Audit Premium, Customer Lockbox, Information Protection P2) + Power BI Pro + Entra ID Premium P2. Suitable for institutions with significant cybersecurity + compliance posture requirements

EPC Group's tier-rightsizing exercise typically saves institutions 20-40% on licensing while expanding capability coverage.

FERPA Technical Controls

FERPA (Family Educational Rights and Privacy Act) protects student education records. EPC Group's FERPA Microsoft 365 configuration:

  • Sensitivity labels. Purview Information Protection labels for FERPA-protected records with auto-labeling on SSN, student ID, transcript patterns
  • DLP. Policies across email + Teams + SharePoint + OneDrive + Copilot. Pre-built FERPA + state student data privacy templates
  • Information Barriers. Advising vs financial aid vs admissions vs faculty role boundaries
  • Audit Premium. Extended retention for student record access auditing
  • Communication Compliance. Scanning for student-data exposure in faculty + staff communications, including Copilot prompts + responses
  • Customer Lockbox. Microsoft engineer access to tenant data requires explicit institutional approval

K-12 + COPPA + State Privacy

K-12 deployment requires careful COPPA navigation: verifiable parental consent for under-13 students, state student data privacy laws (varying by state but increasingly stringent), and integration with district SIS for consent workflow. EPC Group ships K-12 deployments addressing COPPA, SOPIPA (California), NYSED Education Law 2-d (New York), Illinois SOPPA, Connecticut PA 16-189, Colorado HB 16-1423, and the dozen+ other state student data privacy laws.

SIS Integration

EPC Group has shipped Microsoft 365 SIS integrations against: Banner (Ellucian — most common at R1), PeopleSoft Campus Solutions, Ellucian Colleague, Workday Student, Anthology Student, Jenzabar, PowerSchool (K-12), and Aspen (K-12). Integration includes SSO via Entra ID, student directory sync, course + enrollment data sync into Teams for Education class teams, grade + attendance sync, and completion + transcript data for analytics.

Engagement Investment

Foundation ($100K-$250K, 12-16 weeks): Single workload (M365 Education deployment OR Copilot governance OR Defender + Sentinel SOC). Single community college, K-12 district, or focused workload at university.

Enterprise ($300K-$700K, 20-32 weeks): Multi-workload + EOM full lifecycle + Managed Microsoft Support. Regional comprehensive university, large community college, multi-campus K-12 district.

Platform ($700K-$2.5M, 40-60 weeks): Enterprise + multi-campus + Center of Excellence + advancement CRM modernization. R1 university, university system, large K-12 district.

Related Pages

  • Higher Education + K-12 Industry Practice
  • Microsoft 365 Consulting (all industries)
  • Copilot Governance Consulting
  • Power BI Consulting (student success + retention)

FAQ

What is Microsoft 365 Education A1 vs A3 vs A5?

A1 (free for students + faculty): web + mobile Office, Teams for Education, 100GB OneDrive per user, OneNote class notebook. A3: desktop Office + Intune for Education + Defender for Endpoint + Azure Information Protection P1 + Purview Audit Standard. A5: A3 + Defender for Identity + Defender for Office 365 P2 + Defender for Cloud Apps + Purview Audit Premium + Customer Lockbox + Information Protection P2 + Power BI Pro + Entra ID Premium P2. EPC Group runs a tier-rightsizing assessment as the first phase of every education engagement — many institutions over-license A5 or under-license A1 vs actual workload requirements.

How do you achieve FERPA compliance with Microsoft 365?

FERPA technical controls via Microsoft 365: (1) Microsoft Purview sensitivity labels for FERPA-protected education records with auto-labeling based on content (SSN, student ID, transcripts) + location; (2) DLP for FERPA content across email + Teams + SharePoint + OneDrive + Copilot; (3) Information Barriers for advising vs financial aid vs admissions vs faculty role boundaries; (4) Microsoft Purview Audit Premium with extended retention for student record access auditing; (5) Communication Compliance scanning for student-data exposure in faculty + staff communications; (6) Customer Lockbox supporting FERPA third-party disclosure restrictions.

Does Microsoft 365 Copilot work in higher education?

Yes — with appropriate FERPA + academic integrity governance. EPC Group ships higher-ed Copilot for 3 distinct populations: (1) Faculty (research-writing, grant prep, syllabus design, lecture transcription + summary, student feedback drafting — with sensitivity-label boundaries for unpublished research + IP); (2) Administration (HR + finance + advancement + facilities — standard knowledge-worker productivity); (3) Student services (advising with FERPA training + IB, financial aid with appropriate counseling protocols, library research support). 40+ documented patterns with academic integrity + FERPA + IP considerations per pattern.

How do you handle K-12 + COPPA compliance?

COPPA (Children's Online Privacy Protection Act for under-13 students) requires verifiable parental consent. EPC Group ships K-12 district deployments with: Microsoft Education COPPA-aware default policies activated, age-gating for under-13 + over-13 students, parental consent workflow integration (typically via the district SIS or PowerSchool), state-specific student data privacy law compliance (SOPIPA, NYSED Education Law 2-d, Illinois SOPPA, Connecticut PA 16-189, Colorado HB 16-1423, etc.).

Which Student Information Systems do you integrate with?

SIS integration patterns: Banner (Ellucian — most common at R1 universities), PeopleSoft Campus Solutions (mid-size universities), Ellucian Colleague (community colleges + smaller institutions), Workday Student (newer adopters), Anthology Student, Jenzabar, PowerSchool (K-12), Aspen (K-12). Integration points: SSO via Entra ID, student directory sync into Entra + M365 groups, course + enrollment data sync into Teams for Education class teams, grade + attendance sync, completion + transcript data for analytics. EPC Group has shipped SIS integrations across R1, regional comprehensives, community colleges, and K-12 districts.

Can you support state university systems with multiple campuses?

Yes. Multi-campus university system deployments: shared tenant with campus-level Microsoft 365 organizational unit structure, campus-specific Teams + SharePoint architectures, system-wide vs campus-specific sensitivity label hierarchy, campus-level + system-level audit + reporting. M365 multi-geo for systems with international campuses. EPC Group has shipped multi-campus deployments for state university systems.

Why EPC Group for education Microsoft 365 consulting?

29 years Microsoft consulting with education practice (higher ed + K-12). Microsoft Solutions Partner with core designations. Microsoft Press author. References from R1 universities, regional comprehensives, community colleges, K-12 districts under NDA. See /industries/higher-education for broader education practice.

Schedule Education M365 Discovery

29 years Microsoft + R1 + community college + K-12 references.

Schedule Discovery Call (888) 381-9725