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Case Studies: Documented Microsoft Engagements, Named and Classified

Last updated by Errin O'Connor, Founder & Chief AI Architect, EPC Group

EPC Group publishes its case studies by verification class. A Documented engagement rests on a public record; a Contracted one on a signed instrument held in the Evidence Center; a Work-product evidenced one on the deliverable itself; an EPC-reported one on EPC Group's own statement, labeled as such. Every page states the client, the instrument, the scope and what the record does not establish; results are claimed only from project records.

All case studies, newest first

  1. Superior Court of California, County of Amador — Exchange 2019 on-premises to Exchange Online (2026)

    Superior Court of California, County of Amador· 2026Delivered — payment-corroborated (client payment records published)First-pass edition

  2. Superior Court of California, County of Amador — Exchange 2013 to Exchange 2019 migration, AD Connect resolution, domain-controller migration (2024)

    Superior Court of California, County of Amador· 2024ContractedFirst-pass edition

  3. Town of Prosper, Texas — Power BI data project (2024)

    Town of Prosper, Texas· 2024ContractedFirst-pass edition

  4. Smarter Balanced (University of California, Santa Cruz) — Power BI consulting and development with Power BI Embedded (2023)

    Smarter Balanced (University of California, Santa Cruz)· 2023ContractedFirst-pass edition

  5. Office of the Texas State Chemist (Texas A&M AgriLife Research) — Exchange Server 2013 to Exchange Server 2019 migration (2021)

    Office of the Texas State Chemist (Texas A&M AgriLife Research)· 2021Contracted — countersignedFirst-pass edition

  6. Samsung Semiconductor, Inc. — SharePoint Server 2019 build and deployment: custom user experience, navigation, web parts, search, enterprise-application integration, quality assurance and training (2021)

    Samsung Semiconductor, Inc.· 2021Contracted — countersignedFirst-pass edition

  7. Tarleton State University: Office 365 cross-tenant migration engagement (2021)

    Tarleton State University (Texas A&M University System)· 2021Contracted — countersignedFirst-pass edition

  8. Prairie View A&M University (Texas A&M University System) — Gmail to Exchange Online migration services (2020)

    Prairie View A&M University (Texas A&M University System)· 2020Documented — public procurement recordFirst-pass edition

  9. Georgia Institute of Technology (Georgia Tech Professional Education) — Microsoft Teams and SharePoint consulting services (2019)

    Georgia Institute of Technology (Georgia Tech Professional Education)· 2019ContractedFirst-pass edition

  10. Haskell (The Haskell Company) — myHaskell.com intranet implementation and upgrade on SharePoint Online (2019)

    Haskell (The Haskell Company)· 2019Contracted — countersignedFirst-pass edition

  11. Haskell (The Haskell Company) — Power BI Report Server to Power BI Service migration (2019)

    Haskell (The Haskell Company)· 2019Contracted — countersignedFirst-pass edition

  12. Haskell (The Haskell Company) — Office 365 Phase 0 implementation-strategy initiative (2017)

    Haskell (The Haskell Company)· 2017EPC-reported — statement of work on file; evidence record pendingFirst-pass edition

  13. Canadian Forces Morale & Welfare Services (CFMWS) — SharePoint consulting support (2014)

    Canadian Forces Morale & Welfare Services (CFMWS)· 2014ContractedFirst-pass edition

  14. Stryker Corporation — SharePoint Center of Excellence development (2012)

    Stryker Corporation· 2012Delivered — payment-corroborated (client payment records published)First-pass edition

  15. Novartis / Novartis Institutes for BioMedical Research, Inc. — SharePoint 2007-to-2010 migration support; SharePoint 2010 platform health check (2010–2011)

    Novartis / Novartis Institutes for BioMedical Research, Inc.· 2010–2011Contracted — countersignedFirst-pass edition

  16. Federal Reserve Bank of New York — SharePoint best-practices needs assessment, architecture and governance gap analysis, roadmap for a global SharePoint Center of Excellence across the twelve Reserve Bank districts (2010)

    Federal Reserve Bank of New York· 2010Contracted — countersigned, with historical work productFirst-pass edition

  17. National Archives and Records Administration (NARA) — SharePoint records management and Center of Excellence advisory and implementation support (2010)

    National Archives and Records Administration (NARA)· 2010Work-product evidenced — presentation on file; evidence record pendingFirst-pass edition

  18. National Institutes of Health — SharePoint Center of Excellence design (2010)

    National Institutes of Health· 2010Work-product evidencedFirst-pass edition

  19. Northrop Grumman — 'Finance I.R.M. Automation Process' statement of work on SharePoint (2010)

    Northrop Grumman· 2010ContractedFirst-pass edition

  20. NASA (agency-wide, across the NASA Centers) — Agency SharePoint Phase 1 Initiative: needs assessment, architectural review, governance, and a global SharePoint Center of Excellence for knowledge management, intranet and enterprise content management across the NASA Centers (2009–2010)

    NASA (agency-wide, across the NASA Centers)· 2009–2010Contracted at center level (JSC, federal instrument) + EPC-authored agency SOW and work product on file; agency-wide instruments pendingFirst-pass edition

  21. NASA Johnson Space Center — SharePoint Site Provisioning Solution (2009)

    NASA Johnson Space Center· 2009Contracted — federal instrumentFirst-pass edition

  22. PepsiCo, Inc. — MyPepsiCo intranet custom master page and branding initiative (2009)

    PepsiCo, Inc.· 2009EPC-executed instrument + work productFirst-pass edition

  23. YMCA (Houston) — Microsoft Office SharePoint Server 2007 implementation (2007)

    YMCA (Houston)· 2007Work-product evidencedFirst-pass edition

Archive: Power BI case studies in the pre-2026 format (5)

These five case studies predate the verification classes above and have not been re-issued under them. They are EPC-reported, remain live at their original addresses, and are listed here so this hub covers every case study on the site.

Anonymized summaries (53)

These engagement summaries do not name the client, at EPC Group's discretion. They are EPC-reported, carry no instrument in the Evidence Center and are not counted in the verification classes above; each page says so in its first paragraph.

How a case study is verified

The instrument behind each engagement (purchase order, statement of work, countersigned agreement, remittance record or the work product itself) is published in the Evidence Center as redacted page images with SHA-256 hashes. The case study links its record; the record states what it does and does not establish.

To discuss an engagement of the same shape, use Contact EPC Group.

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