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

  • M&A Practices

    • M&A Tenant Migration
    • Carve-Out Migration
    • Private Equity Practice
    • Engagement Operating Model
  • All Services
  • Microsoft 365 Consulting
  • AI Governance
  • Azure AI Consulting
  • Cloud Migration
  • Microsoft Copilot
  • Data Governance
  • Microsoft Fabric
  • Dynamics 365
  • Power BI Consulting
  • SharePoint Consulting
  • Microsoft Teams
  • 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
  • Fixed-Fee Accelerators
  • Blog
  • Resources
  • All Guides & Articles
  • Video Library
  • Client Reviews
  • Engagement Operating Model
  • FAQ
  • Contact
  • Schedule a consultation

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. 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 Dataverse Consulting | Enterprise Data Platform Solutions

Expert Microsoft consulting and implementation

HomeServicesMicrosoft Dataverse
Enterprise Data Platform

Microsoft Dataverse Consulting

Build your enterprise on a unified, secure, and scalable data foundation. Microsoft Dataverse provides the intelligent data platform that powers Dynamics 365, Power Platform, and custom business applications.

Schedule a ConsultationView Success Stories
300+
Dataverse Implementations
Fortune 500
Enterprise Clients
Microsoft
Gold Partner
29 years
Microsoft Expertise
Our Services

Comprehensive Dataverse Consulting Services

From data modeling to governance, we provide end-to-end Dataverse services that establish a solid foundation for your business applications.

Data Modeling

Design and implement robust data models that reflect your business processes. We create scalable table structures, relationships, and hierarchies optimized for performance and usability.

  • Custom table and column design
  • Relationship modeling (1:N, N:N)
  • Business rules and calculated columns
  • Choice and lookup field configuration
  • Hierarchical data structures
  • Data type optimization

Data Integration

Connect Dataverse to your entire technology ecosystem. We build reliable integrations with ERP, CRM, cloud services, and legacy systems using Power Automate, Azure, and custom connectors.

  • Power Automate flow automation
  • Azure Data Factory pipelines
  • Real-time data synchronization
  • Custom connector development
  • API and webhook integration
  • Legacy system connectivity

Security & Access Control

Implement enterprise-grade security with role-based access control, field-level security, and row-level permissions. We design security models that protect sensitive data while enabling productivity.

  • Security role configuration
  • Business unit hierarchy design
  • Field-level security profiles
  • Row-level access control
  • Team and owner-based permissions
  • Audit logging and compliance

Data Governance

Establish governance frameworks that ensure data quality, consistency, and compliance. We implement policies, standards, and processes for sustainable data management.

  • Data quality rules and validation
  • Duplicate detection configuration
  • Data retention policies
  • Compliance framework alignment
  • Data lineage documentation
  • Governance process automation

Migration & Modernization

Migrate from legacy databases, spreadsheets, or other platforms to Dataverse. We ensure data integrity, relationship preservation, and minimal business disruption.

  • Legacy database migration
  • Excel and CSV data import
  • SharePoint list migration
  • Data cleansing and transformation
  • Relationship mapping and preservation
  • Parallel running and validation

Performance Optimization

Optimize Dataverse performance for large-scale enterprise deployments. We analyze, tune, and enhance your environment for maximum speed and efficiency.

  • Query performance analysis
  • Index optimization
  • View and dashboard tuning
  • Bulk operation optimization
  • Caching strategy implementation
  • Capacity planning and monitoring
Platform Capabilities

Enterprise-Grade Data Platform Features

Microsoft Dataverse provides the robust infrastructure your enterprise needs for secure, scalable, and compliant data management.

Unified Data Model

Centralize your business data in a single, consistent schema that spans all Microsoft business applications.

Enterprise Security

Built-in security with Azure Active Directory integration, role-based access, and field-level permissions.

Rich Relationships

Model complex business relationships with one-to-many, many-to-many, and hierarchical connections.

Audit & Compliance

Complete audit trail of all data changes with built-in compliance controls for regulated industries.

Solution Lifecycle

Manage customizations through solutions with export, import, and version control capabilities.

Low-Code Extensibility

Extend with Power Apps, Power Automate, and custom plugins without complex development.

Scalable Infrastructure

Enterprise-grade Azure infrastructure that scales automatically with your business growth.

API-First Design

Full REST and OData APIs for seamless integration with any application or service.

Power Platform Integration

The Foundation for Power Platform Solutions

Dataverse is the native data layer for Microsoft Power Platform, enabling seamless integration between Power Apps, Power Automate, Power BI, and Power Virtual Agents.

Power Apps

Build canvas and model-driven apps directly on Dataverse tables. Create custom business applications with forms, views, and business logic powered by your data.

Model-driven apps with auto-generated UI
Canvas apps with custom experiences
Portal apps for external users
Offline mobile capabilities

Power Automate

Automate business processes triggered by Dataverse events. Create workflows that respond to data changes, approvals, and scheduled operations.

Trigger flows on data changes
Automated approval workflows
Scheduled data processing
Integration with 500+ connectors

Power BI

Visualize Dataverse data with interactive dashboards and reports. Embed analytics directly in model-driven apps for data-driven decision making.

Real-time dashboard integration
Embedded reports in apps
Natural language Q&A queries
Paginated operational reports

Power Virtual Agents

Create chatbots that query and update Dataverse data. Enable self-service for customers and employees through conversational AI.

Data lookups and queries
Record creation and updates
Case and ticket creation
FAQ and knowledge access

Single Source of Truth

With Dataverse as your central data platform, all Power Platform applications share the same data model, security, and business logic. This eliminates data silos, ensures consistency, and simplifies governance across your entire organization.

Use Cases

Enterprise Data Solutions with Dataverse

See how organizations leverage Dataverse to solve complex business data challenges across departments and functions.

Enterprise Resource Management

Centralize employee, project, resource, and asset data across departments with unified access and reporting.

Employee skills and certification tracking
Project resource allocation
Asset and inventory management
Facilities and space management

Customer 360 View

Consolidate customer data from multiple touchpoints into a single, comprehensive view for sales and service teams.

Unified customer profiles
Interaction history tracking
Preference and consent management
Account hierarchies

Case & Request Management

Build custom case management systems for IT, HR, legal, or any department requiring structured workflow processing.

IT service desk tickets
HR request processing
Legal matter management
Compliance case tracking

Business Process Automation

Digitize and automate paper-based processes with custom tables, forms, and workflows tailored to your operations.

Approval and request workflows
Document generation
Inspection and audit trails
Onboarding processes
Business Value

The ROI of Microsoft Dataverse

Organizations worldwide are transforming their data infrastructure with Dataverse, achieving significant cost savings and accelerating digital transformation.

60%
Faster Development

Accelerated app development with pre-built data infrastructure

40%
Cost Reduction

Lower total cost of ownership vs. custom database solutions

100%
Compliance Ready

Built-in controls for HIPAA, GDPR, SOC 2, and FedRAMP

6,500+
Connectors

Pre-built integrations with enterprise systems and services

Industry Expertise

Compliance-Ready Data Platform

We implement Dataverse solutions that meet the stringent compliance requirements of your industry.

Healthcare

HIPAA-compliant data management for patient records, care coordination, and provider relationships with full audit trails.

HIPAAHITECHHL7 FHIR

Financial Services

SOC 2 and GDPR-compliant data platforms for client management, regulatory reporting, and secure financial operations.

SOC 2GDPRPCI DSS

Manufacturing

Unified product, inventory, and supply chain data management with real-time integration to ERP and production systems.

ISO 27001ITAR

Government

FedRAMP-aligned consulting expertise data platform for citizen services, case management, and inter-agency data sharing with strict access controls.

FedRAMPFISMAStateRAMP
Our Process

How We Deliver Dataverse Success

Our proven methodology ensures successful Dataverse implementations that deliver lasting business value.

01

Assessment

Analyze your current data landscape, business processes, and requirements. Identify opportunities for consolidation and optimization.

02

Data Modeling

Design the optimal Dataverse schema with tables, relationships, and security model aligned to your business needs.

03

Implementation

Configure Dataverse environment, implement data model, set up security, and build initial Power Platform solutions.

04

Migration

Migrate data from legacy systems with validation, cleansing, and relationship mapping to ensure integrity.

05

Optimization

Tune performance, implement governance processes, train teams, and establish ongoing support and enhancement cycles.

Why EPC Group

The Dataverse Partner You Can Trust

With 29 years of Microsoft ecosystem expertise and hundreds of successful data platform implementations, EPC Group is the partner of choice for enterprise Dataverse consulting.

Microsoft Gold Partner

Certified expertise with direct access to Microsoft engineering teams for complex implementations.

29 years Experience

Deep enterprise experience across Fortune 500 companies in compliance-heavy industries.

Compliance Expertise

HIPAA, GDPR, SOC 2, and FedRAMP compliance frameworks built into every solution.

Enterprise Scale

Proven success with large-scale deployments supporting millions of records and thousands of users.

Ready to Transform Your Data Platform?

Schedule a free consultation with one of our Dataverse experts to discuss your organization's data strategy and how we can help you build a unified, secure, and scalable data foundation.

  • Free 30-minute consultation
  • Data platform assessment
  • Architecture recommendations
  • No-obligation proposal
Schedule Your Free Consultation

Related Services

Explore our other Microsoft consulting services that complement Dataverse.

Power Platform Consulting

Build low-code apps and automation on top of your Dataverse foundation.

Learn More

Dynamics 365 CRM Consulting

Enterprise CRM solutions powered by Dataverse for sales, service, and marketing.

Learn More

Power BI Consulting

Visualize and analyze your Dataverse data with enterprise business intelligence.

Learn More

Build Your Enterprise Data Foundation Today

Join hundreds of Fortune 500 companies who have transformed their data infrastructure with EPC Group's Microsoft Dataverse consulting services.

Schedule a ConsultationDownload Dataverse Guide

Frequently Asked Questions

What is Power BI and how can it help my organization?

Power BI is Microsoft's enterprise analytics platform that transforms raw data into interactive dashboards and reports. It enables data-driven decision-making across your organization with real-time insights, automated refresh, and role-based access control. EPC Group has delivered 200+ enterprise Power BI implementations.

How much does Power BI consulting cost?

Power BI consulting typically ranges from $50K-$250K depending on scope. A focused dashboard project runs $50K-$100K, while enterprise-wide analytics platforms with governance frameworks cost $150K-$250K. EPC Group provides detailed estimates after a free discovery session.

What industries does EPC Group serve with Power BI?

EPC Group delivers Power BI solutions across healthcare (HIPAA-compliant), financial services (SOC 2), government (FedRAMP/GCC), manufacturing, retail, education, energy, and professional services — all with industry-specific compliance and security configurations.

How long does a Power BI implementation take?

Timeline depends on complexity: a focused dashboard suite takes 4-8 weeks, a department-wide analytics rollout takes 8-16 weeks, and an enterprise platform with Fabric, governance, and training takes 4-6 months. EPC Group uses agile delivery with 2-week sprint cycles.

Microsoft Strategy: 2026 Considerations for Microsoft Dataverse

EPC Group 29-year Microsoft consulting heritage matters specifically because Microsoft platform decisions today are layered on top of 25 years of architectural choices: Active Directory schema decisions from 2005 affect Microsoft Entra ID Conditional Access policy design in 2026; SharePoint 2003 information architecture decisions affect Copilot grounding quality in 2026. The firms that can navigate that depth (fewer than a dozen Microsoft Solutions Partners in North America) have a structural advantage on enterprise Microsoft migrations.

Microsoft Solutions Partner status (six designations: Data & AI, Modern Work, Infrastructure, Security, Digital & App Innovation, Business Applications) replaced the legacy Microsoft Gold Partner program in 2022. EPC Group held Gold Partner status from 2003 to 2022 (the oldest continuous Gold Partner in North America) and currently holds all six Solutions Partner designations; a credentialing footprint shared by fewer than 50 firms globally and typically used by Microsoft field teams as a vetting gate for enterprise Customer 0 nominations and named-account engagements.

Decision factors EPC Group evaluates

  • Compliance and governance posture review
  • Enterprise architecture roadmap
  • Cost optimization and licensing audit
  • Microsoft platform capability assessment
  • Vendor consolidation analysis

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.

Microsoft Dataverse for Fortune 500 and regulated industries

EPC Group delivers Microsoft Dataverse as a core practice within the Microsoft consulting portfolio. Engagements are led by senior architects with hands-on Fortune 500 delivery experience and a bench of hundreds of Microsoft-certified consultants spanning SharePoint, Microsoft 365, Power BI, Azure, Microsoft Copilot, and Microsoft Purview.

Every Microsoft Dataverse engagement is engineered for the regulatory and operational environment it serves. Healthcare deployments carry HIPAA controls from day one; financial services deployments meet SOC 2 and FINRA retention requirements; government deployments map to FedRAMP and CMMC controls with audit-ready evidence.

Financial services

For banks, asset managers, and broker-dealers, EPC Group engineers SOC 2 audit trails, FINRA Rule 4511 and SEC 17a-4 retention, MNPI containment, and Communication Compliance for trading floors. Microsoft Purview Audit Premium with seven-year tamper-evident retention is the standard baseline; Defender for Cloud Apps detects shadow-AI exfiltration before it reaches a compliance event.

How EPC Group engages

Six-phase methodology applied to every engagement, compressed for fixed-fee accelerators and extended for full programs.

  1. Discovery — two-week assessment of the current estate, gap analysis, risk register, target architecture, costed remediation roadmap.
  2. Design — senior architect produces the target topology, identity framework, Conditional Access, Purview, governance model, and security posture, reviewed by client leads.
  3. Pilot — 25 to 100 user pilot in a real business unit. Migrate, apply baselines, test integrations, capture feedback.
  4. Wave rollout — migrate in waves of 500 to 2,500 users with communications, training, hypercare, and a per-wave retrospective.
  5. Adoption — role-based training, Champions network, executive sponsor enablement, metrics tracked against a measured baseline.
  6. Operate — optional managed-services retainer for license optimization, governance reviews, security monitoring, and quarterly business reviews.

Compliance-native, not bolted on

Zero governance audit failures across 11,000-plus enterprise engagements. HIPAA, SOC 2, FINRA, FedRAMP, and CMMC controls are engineered into the tenant on day one with audit-ready evidence. The regulated-industry posture is the baseline, not an upgrade tier.

Manufacturing and energy

For multi-plant manufacturers and energy operators, EPC Group integrates Microsoft 365 with operational technology, protects intellectual property through Purview labels and Endpoint DLP, and provisions frontline workers with F1 and F3 licensing patterns. Multi-region rollouts include data residency planning and offline-capable Power Platform apps for shop-floor environments.

Engagement models

Three engagement models cover most enterprise needs. Most clients start with a fixed-fee accelerator and grow into a full program or a managed-services retainer.

  • Fixed-fee accelerators — Copilot Readiness, Security Hardening, Tenant Health Check, SharePoint Migration, Teams Governance. Defined scope and price. Typical range $25,000 to $150,000 over four to twelve weeks.
  • Project engagements — full migration or governance program with milestone-based billing. Discovery through hypercare. Typical range $150,000 to $750,000-plus over three to nine months.
  • Managed services — tiered retainer for ongoing operations. Named senior architect on the account. From $3,500 per month with a twelve-month minimum.

Fixed-fee accelerators with real scope

Predictable scope, predictable price, predictable outcome. Copilot Readiness, Security Hardening, Tenant Health Check, SharePoint Migration, and Teams Governance ship as defined accelerators where Big 4 firms quote open-ended time-and-materials. Most projects land in the $25K-$150K range for accelerators or $150K-$750K for full programs.

Talk to a senior architect

30-minute discovery call. No pitch deck. Call (888) 381-9725 or schedule a discovery call and a senior architect responds within one business day.