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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.

EPC Group delivers Power BI analytics for nonprofits — covering donor management dashboards, fundraising performance, program impact measurement, grant reporting, and volunteer tracking. We configure HIPAA-compliant and FERPA-compliant Power BI environments for nonprofit organizations that handle protected data. Nonprofit licensing discounts available through Microsoft for Nonprofits.

Key Facts

  • Power BI Pro is available to nonprofits for $0 through Microsoft for Nonprofits (up to 300 donated seats).
  • Power BI Premium Per User (PPU): $20/user/month for advanced features.
  • EPC Group has delivered Power BI for nonprofits in healthcare, education, social services, and faith-based organizations.
  • Implementation timelines: focused dashboard suite 4–8 weeks; enterprise platform 4–6 months.
  • Compliance configurations: HIPAA, FERPA, SOC 2 available for regulated nonprofit data.
  • EPC Group: 29 years Microsoft consulting. 1,500+ Power BI deployments.

Nonprofit Power BI Consulting | Donor & Impact Analytics

Expert Microsoft consulting and implementation

HomeServicesPower BI ConsultingNonprofit
Mission-Driven Analytics

Power BI for Nonprofits

Drive mission impact with Power BI solutions built for nonprofits. Donor analytics, fundraising dashboards, program impact measurement, grant reporting, volunteer tracking, and financial transparency for organizations of all sizes.

Schedule a ConsultationView Nonprofit Case Studies
25%
Donor Retention
Average increase in donor retention with analytics-driven engagement
60%
Faster Reporting
Reduction in time spent on grant and board reporting
20%
Revenue Growth
Average increase in fundraising revenue with data-driven strategies
3x
Impact Visibility
Improvement in ability to demonstrate mission impact to funders
80+
Nonprofit Clients
Mission-First
Analytics Approach
Grant Compliant
Reporting Automation
29 years
Nonprofit IT Experience
Nonprofit Analytics

Comprehensive Nonprofit Intelligence

Purpose-built analytics addressing the unique needs of nonprofits: donor cultivation, fundraising optimization, program impact demonstration, and grant compliance.

Donor Analytics & Retention

Understand your donor base with segmentation, giving pattern analysis, retention rate tracking, and donor journey mapping. Identify lapsed donors for re-engagement, track donor lifetime value, and measure the effectiveness of cultivation strategies.

Donor segmentation by giving level, frequency, and recency (RFM)
Donor retention and lapse rate tracking year-over-year
Donor lifetime value (LTV) calculation and trending
Major gift prospect identification and cultivation tracking
Donor acquisition source effectiveness analysis

Fundraising Campaign Dashboards

Real-time campaign performance tracking across annual fund, capital campaigns, events, online giving, and planned giving. Compare campaign performance against goals, track donor participation rates, and measure cost-to-raise metrics.

Campaign progress-to-goal tracking in real-time
Cost-to-raise-a-dollar metrics by campaign type
Event fundraising performance and ROI analysis
Online giving channel performance and conversion rates
Peer-to-peer fundraising and crowdfunding analytics

Program Impact Measurement

Demonstrate mission impact to donors, boards, and funders with outcome-based dashboards. Track program participants, service delivery metrics, beneficiary outcomes, and theory-of-change progress with data that tells your impact story.

Program participant enrollment and completion tracking
Outcome measurement and theory-of-change dashboards
Beneficiary demographic and geographic analysis
Service delivery volume and unit cost analytics
Impact storytelling with data visualization

Grant Reporting & Compliance

Streamline grant reporting with automated dashboards tracking grant budgets, expenditures, deliverables, and compliance deadlines. Generate funder-ready reports for foundation, government, and corporate grants with audit-ready financial tracking.

Grant budget vs. expenditure tracking by funder
Deliverable and milestone completion monitoring
Grant compliance deadline and reporting calendar
Indirect cost rate calculation and monitoring
Multi-grant financial reconciliation dashboards
Capabilities

Nonprofit Analytics Features

From volunteer management and financial transparency to predictive donor intelligence and planned giving analytics -- purpose-built for mission-driven organizations.

Volunteer Management Analytics

Track volunteer hours, engagement levels, retention rates, and program assignments to optimize your volunteer workforce.

  • Volunteer hours by program and location
  • Volunteer retention and engagement scoring
  • Skills matching and assignment optimization
  • Volunteer-to-staff ratio tracking

Financial Transparency

Board-ready financial dashboards with program expense ratios, revenue diversification analysis, and Form 990 preparation support.

  • Program vs. admin vs. fundraising expense ratios
  • Revenue diversification analysis and trending
  • Cash reserve and liquidity monitoring
  • Form 990 data preparation and validation

Predictive Donor Intelligence

AI-powered models predicting donor upgrade potential, lapse risk, planned giving propensity, and optimal solicitation timing.

  • Donor upgrade likelihood scoring
  • Lapse risk prediction and early alerts
  • Planned giving propensity modeling
  • Optimal ask amount recommendations

Board & Stakeholder Reporting

Executive dashboards for board meetings with strategic plan progress, financial health, fundraising performance, and program impact metrics.

  • Board meeting dashboard packages
  • Strategic plan progress tracking
  • Dashboard sharing with board portal
  • Funder and stakeholder report generation

Planned Giving Analytics

Track bequest expectancies, charitable gift annuity performance, charitable trust distributions, and planned giving pipeline management.

  • Bequest expectancy portfolio tracking
  • Gift annuity performance monitoring
  • Planned giving pipeline management
  • Estate settlement tracking

Membership & Engagement

Track membership levels, renewal rates, engagement scoring, and event participation to drive deeper constituent relationships.

  • Membership renewal rate tracking
  • Engagement scoring by activity type
  • Event attendance and satisfaction
  • Communication response analytics
Use Cases

Nonprofit Analytics Solutions

Proven Power BI solutions for human services, healthcare nonprofits, educational organizations, foundations, arts institutions, and international NGOs.

Human Services Organizations

Client intake, case management, and outcome tracking dashboards for social service agencies including housing, food assistance, workforce development, and family services with funder reporting automation.

Client intake tracking
Case management analytics
Outcome measurement
Funder reporting

Healthcare Nonprofits

Patient/client service analytics, community health needs assessment dashboards, and grant-funded program reporting for community health centers, behavioral health agencies, and disease-specific organizations.

Service delivery metrics
Community health data
Grant program reporting
Health equity analytics

Educational Nonprofits

Student/participant outcome tracking, program effectiveness measurement, and donor reporting for charter schools, after-school programs, scholarship foundations, and educational nonprofits.

Student outcomes
Program effectiveness
Scholarship tracking
Donor reporting

Foundations & Grantmakers

Grantmaking analytics tracking applications, awards, grantee performance, and portfolio impact. Monitor payout requirements, investment returns, and alignment with funding priorities.

Grantmaking analytics
Portfolio impact tracking
Payout requirement
Investment returns

Arts & Cultural Organizations

Audience analytics, membership management, ticketing performance, and donor cultivation dashboards for museums, performing arts organizations, and cultural institutions.

Audience analytics
Membership retention
Ticketing performance
Donor cultivation

International NGOs

Multi-country program analytics, field office performance dashboards, currency management, and institutional donor reporting for international development and humanitarian organizations.

Multi-country analytics
Field office performance
Institutional donor reports
Currency management
System Integration

Connect Your Nonprofit Technology Stack

We integrate Power BI with your CRM, accounting, program management, and fundraising platforms for a unified view of organizational performance.

CRM & Donor Management

Integration with leading nonprofit CRM and donor management platforms.

  • Salesforce NPSP
  • Blackbaud Raiser's Edge NXT
  • Bloomerang
  • DonorPerfect

Accounting Systems

Connect nonprofit accounting systems for real-time financial visibility.

  • Blackbaud Financial Edge
  • Sage Intacct Nonprofit
  • QuickBooks Nonprofit
  • Abila MIP Fund Accounting

Program Management

Integrate program and case management data for outcome reporting.

  • Salesforce Program Management
  • Apricot by Social Solutions
  • ETO Software
  • Penelope by Athena

Fundraising Platforms

Connect online fundraising and event platforms for unified giving analytics.

  • Classy / GoFundMe
  • GiveSmart / Handbid
  • Network for Good
  • Givebutter
Why EPC Group

Nonprofit Analytics Expertise You Can Trust

With deep nonprofit sector expertise and 29 years of Microsoft technology experience, EPC Group understands the unique needs of mission-driven organizations for donor engagement, impact measurement, and financial stewardship.

Nonprofit Sector Specialization

Deep domain expertise in nonprofit operations, fundraising, program management, and grant compliance with consultants who understand mission-driven organizations.

Donor Privacy & Security

Solutions designed to protect donor PII with role-based access, encryption, and compliance with state charitable solicitation requirements.

29 years Nonprofit IT

Extensive experience serving national nonprofits, community-based organizations, foundations, and international NGOs.

CRM & Platform Integration

Proven integration with Salesforce NPSP, Blackbaud, Bloomerang, and other nonprofit technology platforms.

Ready to Amplify Your Mission Impact?

Schedule a free consultation to discuss how Power BI can help your nonprofit increase donor retention, demonstrate impact, and streamline grant reporting.

  • Free 30-minute consultation
  • Donor analytics assessment
  • CRM integration evaluation
  • Custom analytics roadmap
Schedule Your Free Consultation

Amplify Your Mission with Nonprofit Analytics

Join leading nonprofits using EPC Group's Power BI solutions to increase donor retention, demonstrate program impact, and drive sustainable growth.

Schedule a ConsultationView Nonprofit Case Studies

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.

Nonprofit Power BI Consulting: Grant & Donor Analytics

EPC Group delivers Power BI analytics for nonprofits — covering donor management dashboards, fundraising performance, program impact measurement, grant reporting, and volunteer tracking. We configure HIPAA-compliant and FERPA-compliant Power BI environments for nonprofit organizations that handle protected data. Nonprofit licensing discounts available through Microsoft for Nonprofits.

Key facts

  • Power BI Pro is available to nonprofits for $0 through Microsoft for Nonprofits (up to 300 donated seats).
  • Power BI Premium Per User (PPU): $20/user/month for advanced features.
  • EPC Group has delivered Power BI for nonprofits in healthcare, education, social services, and faith-based organizations.
  • Implementation timelines: focused dashboard suite 4–8 weeks; enterprise platform 4–6 months.
  • Compliance configurations: HIPAA, FERPA, SOC 2 available for regulated nonprofit data.
  • EPC Group: 29 years Microsoft consulting. 1,500+ Power BI deployments.

Nonprofit Power BI use cases

EPC Group builds Power BI dashboards for the analytics workflows that matter most to nonprofits.

  • Donor analytics — donor retention rates, giving trends, major gift pipeline, lapsed donor segments.
  • Fundraising dashboards — campaign performance, event ROI, online giving trends, year-over-year comparisons.
  • Program impact measurement — service delivery counts, outcome tracking, beneficiary demographics.
  • Grant reporting — spending against grant budgets, deliverable completion rates, funder dashboards.
  • Volunteer tracking — hours logged, retention rates, training completion, deployment by program area.
  • Financial dashboards — budget vs actual, restricted vs unrestricted fund balances, cash flow projections.

Microsoft for Nonprofits licensing

Nonprofits can access Microsoft products at deeply reduced rates through the Microsoft for Nonprofits program.

  • Power BI Pro: donated at $0/user/month for up to 10 users; discounted after that.
  • Microsoft 365 Business Premium: donated for up to 10 users; $3/user/month for additional seats.
  • Azure credits: $3,500/year in Azure credits for qualified nonprofits.
  • Eligibility: 501(c)(3) status required for US organizations; equivalent for international nonprofits.

EPC Group helps nonprofits apply for Microsoft for Nonprofits licensing and configures the environment to maximize donated seats.

Implementation timelines

Nonprofit Power BI projects vary by scope. Typical timelines:

  • Focused dashboard suite (3–5 dashboards, one data source): 4–8 weeks.
  • Department-wide analytics rollout (multiple data sources, 50+ users): 8–16 weeks.
  • Enterprise analytics platform (Microsoft Fabric, Dataverse, governance, training): 4–6 months.

Compliance for nonprofits

Many nonprofits handle protected data. EPC Group configures Power BI with the right controls.

  • HIPAA: for healthcare nonprofits handling patient data or PHI.
  • FERPA: for educational nonprofits or school systems handling student records.
  • Row-level security (RLS): ensures each user sees only the data they are authorized to view.
  • Sensitivity labels: classify and protect dashboards with Microsoft Purview.

Frequently asked questions

Can nonprofits get Power BI for free?

Yes. Microsoft for Nonprofits provides Power BI Pro donated licenses at $0/user/month for up to 10 users. Additional Power BI Pro seats are available at discounted rates. EPC Group helps nonprofits apply for and configure the Microsoft for Nonprofits program.

What Power BI dashboards do nonprofits use most?

Donor analytics, fundraising performance, program impact measurement, and grant reporting dashboards are the most common. EPC Group has pre-built nonprofit dashboard templates that reduce implementation time and cost.

How long does a nonprofit Power BI implementation take?

A focused dashboard suite (3–5 dashboards) takes 4–8 weeks. A full nonprofit analytics platform with Microsoft Fabric and governance takes 4–6 months. EPC Group provides a project timeline estimate within one week of the discovery call.

Does EPC Group have nonprofit-specific Power BI experience?

Yes. EPC Group has delivered Power BI for nonprofits in healthcare, education, social services, faith-based organizations, and municipal governments. We have pre-built templates for grant reporting, donor retention, and program outcome tracking.

Schedule a consultation

EPC Group delivers Power BI analytics for nonprofits — from donor dashboards to enterprise analytics platforms. Call (888) 381-9725 or request a 30-minute discovery call.