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.

Construction & Professional Services: Power BI Project Analytics (MNDA)

Real-time project tracking across 200+ active construction projects

EPC Group helped a major construction and professional services firm deploy Microsoft Power BI across 200+ active projects. The engagement delivered unified project dashboards, real-time actual-vs-estimated cost visibility, and a 30% reduction in project cost overruns. Client details are subject to MNDA — contact EPC Group for the full case study.

Key Facts

  • 200+ project dashboards deployed across active construction and professional services projects.
  • 30% reduction in project cost overruns after Power BI implementation.
  • Data sources integrated: Procore, Sage 300 CRE, Microsoft Project, BIM 360, SharePoint.
  • Role-based access: separate views for project managers, finance teams, executives, and field staff.
  • Deployment timeline: 18 weeks (discovery through phased rollout).
  • Exact financial savings are subject to MNDA — available on request via (888) 381-9725.

Construction & Professional Services: Power BI for Project Analytics (MNDA)

How EPC Group helped a leading construction and professional services firm gain real-time visibility into project costs, timelines, and resource allocation across 200+ active projects using Microsoft Power BI and Azure SQL.

Get StartedView All Case Studies

200+

Active Projects Tracked

30%

Fewer Project Overruns

material annual savings (MNDA)

Annual Cost Savings

500+

Active Dashboard Users

The Challenge

Haskell, a fully integrated design-build-operate firm with projects spanning commercial, industrial, and infrastructure sectors, faced mounting challenges in managing data across their rapidly growing portfolio. With over 200 active projects at any given time, the company struggled with fragmented data sources and manual reporting processes that consumed hundreds of hours each month.

Fragmented project data: Cost tracking, scheduling, and resource allocation lived in separate systems including Procore, Sage 300, Microsoft Project, and Excel spreadsheets, making consolidated views nearly impossible.

Delayed cost visibility: Project managers received financial data 2-3 weeks after period close, making it impossible to course-correct budget overruns in real time.

Resource allocation blind spots: With 1,200+ employees across multiple offices, leadership lacked a unified view of where skilled labor and equipment were deployed, leading to suboptimal utilization rates averaging just 68%.

Manual reporting overhead: The finance team spent approximately 160 hours per month compiling project status reports from disparate data sources, introducing errors and delays.

The Solution

EPC Group designed and implemented a comprehensive Power BI analytics platform that unified Haskell's project data into a single source of truth, enabling real-time decision-making across every level of the organization.

Azure SQL Data Warehouse

Consolidated data from Procore, Sage 300, Microsoft Project, and 12 additional source systems into Azure SQL Database with automated ETL pipelines refreshing every 15 minutes.

Executive Dashboard Suite

Built 35+ Power BI dashboards covering project financials, schedule adherence, safety metrics, resource utilization, and change order tracking with drill-through capabilities.

Role-Based Access Control

Implemented row-level security (RLS) so project managers see only their projects, regional directors see their portfolio, and executives get the full enterprise view -- all from the same report.

Real-Time Alerting

Configured Power Automate flows triggered by Power BI data alerts when projects exceed budget thresholds (5%, 10%, 15%) or fall behind schedule milestones.

Key Benefits & Outcomes

30% Reduction in Project Overruns

Real-time budget tracking with automated threshold alerts enabled project managers to identify and address cost overruns within 24 hours instead of waiting for monthly reports. The number of projects exceeding budget by more than 5% dropped from 38% to just 8%.

material annual savings (MNDA) in Annual Cost Savings

Optimized resource allocation increased labor utilization from 68% to 82%, while automated reporting eliminated 160+ hours per month of manual data compilation. Equipment idle time decreased by 22% through predictive scheduling dashboards.

500+ Active Dashboard Users

From field superintendents on tablets to C-suite executives on desktop, Power BI adoption reached 500+ daily active users within 6 months of launch. EPC Group provided role-specific training sessions for project managers, finance, and executive leadership.

Real-Time Safety Analytics

Consolidated safety incident data across all 200+ project sites into a single dashboard, enabling proactive safety interventions. Recordable incident rate decreased by 18% in the first year through data-driven safety briefings.

Unified Change Order Tracking

Change orders across all projects are now tracked in a centralized Power BI report with approval workflow integration. Average change order approval time dropped from 12 days to 3 days, improving cash flow and client satisfaction.

Predictive Project Scheduling

Historical project data feeds ML-powered schedule predictions, giving Haskell early warning on potential delays. Schedule adherence improved from 71% to 89% across the portfolio, strengthening client trust and repeat business.

Technologies & Architecture

Analytics & Visualization

  • - Power BI Premium Per User (PPU)
  • - 35+ interactive dashboards
  • - Power BI Mobile for field teams
  • - Paginated reports for contract documents

Data Platform

  • - Azure SQL Database (data warehouse)
  • - Azure Data Factory (ETL orchestration)
  • - Azure Blob Storage (document staging)
  • - 15-minute incremental refresh cycles

Source Systems Integrated

  • - Procore (project management)
  • - Sage 300 CRE (financials)
  • - Microsoft Project (scheduling)
  • - SharePoint (document management)

Governance & Security

  • - Row-level security (RLS) by project/region
  • - Azure Active Directory SSO
  • - Power Automate alerting workflows
  • - Microsoft Purview data lineage

Project Timeline

Weeks 1-3

Discovery & Data Assessment

Audited 14 data sources, mapped data models, defined KPIs with Haskell leadership. Identified critical gaps in schedule-to-cost correlation data.

Weeks 4-8

Data Platform Build

Deployed Azure SQL data warehouse, built Azure Data Factory pipelines for all 14 sources, implemented incremental refresh, and established data quality validation rules.

Weeks 9-14

Dashboard Development & UAT

Built 35+ dashboards iteratively with stakeholder feedback. Conducted 4 rounds of UAT with project managers, finance, and executive sponsors.

Weeks 15-18

Rollout & Training

Phased rollout to 500+ users across 8 offices. Delivered role-specific training for executives, PMs, and field staff. Established a Power BI Center of Excellence.

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View All Power BI Case Studies
“Before Power BI, our project managers were flying blind for 2-3 weeks at a time waiting for financial reports. Now every PM sees their project's budget health in real time on their tablet at the job site. The automated alerts alone have prevented millions in potential overruns. EPC Group didn't just build dashboards -- they fundamentally changed how we manage 200+ projects. The $1.8 million in annual savings was just the beginning.”
VP of Project Controls (engagement under MNDA, details available on request)
Major Construction & Professional Services Firm (engagement under MNDA)

Frequently Asked Questions

How does Power BI help construction firms reduce project overruns?

Power BI provides real-time budget tracking with automated threshold alerts that notify project managers within 24 hours when projects exceed cost thresholds (typically set at 5%, 10%, and 15% over budget). By consolidating data from Procore, Sage 300, Microsoft Project, and other source systems into unified dashboards, PMs can see actual-vs-estimated costs, labor utilization, and change order impacts in real time instead of waiting for monthly financial close reports. Haskell reduced project overruns by 30% in the first year.

What construction management systems does Power BI integrate with?

Power BI connects to all major construction management platforms including Procore (project management), Sage 300 CRE and Sage 100 Contractor (financials), Viewpoint Vista (ERP), Microsoft Project and Primavera P6 (scheduling), BIM 360 and PlanGrid (field management), and SharePoint (document management). EPC Group builds Azure Data Factory ETL pipelines that extract data from these systems on 15-minute incremental refresh cycles, consolidating everything into a unified analytics layer.

How does Power BI improve resource utilization in construction companies?

Power BI resource utilization dashboards provide a unified view of where skilled labor and equipment are deployed across all active projects, enabling dispatchers and project managers to identify underutilized resources and reassign them to projects with higher need. Predictive scheduling models built on historical project data forecast upcoming resource requirements 4-6 weeks in advance. Haskell improved labor utilization from 68% to 82% and reduced equipment idle time by 22% using these Power BI dashboards.

Can Power BI track construction safety metrics in real time?

Yes, Power BI consolidates safety incident data across all project sites into a single dashboard showing recordable incident rates (TRIR), near-miss frequency, safety observation trends, and OSHA-reportable events. Data from safety management systems, field inspection apps, and incident report forms flows into Power BI automatically, enabling safety directors to conduct data-driven safety briefings, identify high-risk projects or trades, and measure the effectiveness of safety programs across the portfolio.

How long does a Power BI implementation take for a construction firm?

A typical construction firm Power BI implementation takes 14-18 weeks. The phased approach includes discovery and data assessment (weeks 1-3), data platform build with Azure SQL and Data Factory pipelines (weeks 4-8), dashboard development with iterative stakeholder feedback and UAT (weeks 9-14), and phased rollout with role-specific training for project managers, finance teams, executives, and field staff (weeks 15-18). Firms with simpler data environments or fewer source systems can often complete in 10-12 weeks.

Ready to Transform Your Construction Project Analytics?

EPC Group has 29 years of experience helping construction and engineering firms unlock the power of their project data. Schedule a free consultation to discuss your analytics goals.

Contact Us(888) 381-9725

Haskell Construction: Power BI Case Study

EPC Group helped a major construction and professional services firm deploy Microsoft Power BI across 200+ active projects. The engagement delivered unified project dashboards, real-time actual-vs-estimated cost visibility, and a 30% reduction in project cost overruns. Client details are subject to MNDA — contact EPC Group for the full case study.

Key facts

  • 200+ project dashboards deployed across active construction and professional services projects.
  • 30% reduction in project cost overruns after Power BI implementation.
  • Data sources integrated: Procore, Sage 300 CRE, Microsoft Project, BIM 360, SharePoint.
  • Role-based access: separate views for project managers, finance teams, executives, and field staff.
  • Deployment timeline: 18 weeks (discovery through phased rollout).
  • Exact financial savings are subject to MNDA — available on request via (888) 381-9725.

The challenge

The firm managed 200+ concurrent projects across construction and professional services. Project managers relied on monthly financial close reports to track costs. By the time reports arrived, overruns had already occurred.

  • No real-time visibility into actual vs estimated costs.
  • Data lived in disconnected systems: Procore, Sage 300, Microsoft Project, and file shares.
  • Executive reporting required days of manual data preparation.
  • Safety and risk data was not integrated with financial reporting.

The solution

EPC Group built a Power BI analytics platform connecting all major construction systems to a unified Azure SQL and Azure Data Factory data platform.

  • Unified project dashboard: actual vs estimated cost, labor utilization, change order impact — updated daily.
  • Executive portfolio view: cross-project performance, top risk projects, resource utilization across all active jobs.
  • Safety dashboard: incidents by project and trade, trend analysis, and safety program effectiveness measurement.
  • Resource utilization: labor and equipment deployment across projects, identifying idle and over-allocated resources.

Systems integrated

EPC Group connected Power BI to the firm's full construction tech stack.

  • Procore — project management and site data.
  • Sage 300 CRE and Sage 100 Contractor — financial management.
  • Viewpoint Vista — ERP.
  • Microsoft Project and Primavera P6 — scheduling.
  • BIM 360 and PlanGrid — field management.
  • SharePoint — document management.

Deployment timeline

The engagement followed a phased approach over 18 weeks.

  • Weeks 1–3: discovery and data assessment.
  • Weeks 4–8: data platform build — Azure SQL and Azure Data Factory pipelines.
  • Weeks 9–14: dashboard development with iterative stakeholder feedback and UAT.
  • Weeks 15–18: phased rollout with role-specific training for project managers, finance, executives, and field staff.

Results

  • 30% reduction in project cost overruns.
  • Real-time project cost visibility — eliminated the monthly financial close lag.
  • Executive project portfolio dashboard deployed to C-suite and regional leaders.
  • Safety reporting automated — replaced manual spreadsheet compilation.
  • Exact annual savings available under MNDA — contact EPC Group at (888) 381-9725.

Frequently asked questions

What Power BI dashboards does EPC Group build for construction firms?

EPC Group builds project cost dashboards, safety reporting, resource utilization, executive portfolio views, and subcontractor performance tracking. Dashboards connect to Procore, Sage, Viewpoint, Microsoft Project, and BIM 360. Role-based access controls ensure each user sees their relevant data only.

How does Power BI integrate with Procore?

Power BI connects to Procore via the Procore REST API or Procore's built-in Power BI connector. EPC Group builds Azure Data Factory pipelines to extract, transform, and load Procore data into Azure SQL, where Power BI models query it for near-real-time project analytics.

How long does a construction Power BI implementation take?

A project cost analytics implementation with Procore, Sage, and Microsoft Project integration typically takes 12–18 weeks. Discovery and data platform build run in parallel. Dashboard development begins in week 4. EPC Group provides a detailed project plan during the discovery call.

Schedule a consultation

EPC Group delivers Power BI analytics for construction and professional services organizations. Call (888) 381-9725 or request a 30-minute discovery call.