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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.

HomeResourcesWhite PapersAI & Copilot
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AI & Copilot

Microsoft Copilot Deployment Playbook

Enterprise guide to AI-powered productivity

A comprehensive playbook for deploying Microsoft 365 Copilot across your enterprise. From licensing and prerequisites to adoption strategies and ROI measurement, this guide covers everything you need for successful Copilot deployment.

45 pages
2-3 hours
January 2026
12,345 downloads
PDF Document
4.8 MB
EO
Errin O'Connor
Founder & Chief AI Architect

Microsoft Press bestselling author with 29 years of enterprise consulting experience.

What's Inside

  • Copilot readiness assessment checklist
  • Data governance requirements
  • Pilot program template
  • Use case library by role
  • Prompt engineering best practices
  • ROI calculation framework
  • Change management playbook
  • Training curriculum outline

Table of Contents

1Understanding Microsoft 365 Copilot
Pages 1-8
2Licensing & Prerequisites
Pages 9-14
3Data Readiness Assessment
Pages 15-22
4Security & Governance
Pages 23-30
5Pilot Planning & Execution
Pages 31-38
6Adoption & Change Management
Pages 39-43
7ROI Measurement
Pages 44-45

Preview

Microsoft 365 Copilot represents a paradigm shift in how knowledge workers interact with information and complete tasks. By embedding AI assistance directly into familiar Microsoft applications, Copilot promises significant productivity gains—but realizing this potential requires thoughtful planning and execution. This playbook is designed for enterprise organizations planning to deploy Copilot to thousands of users. We'll cover the critical success factors including data readiness, security considerations, pilot design, and adoption strategies...

Who Should Read This

  • IT Directors and CIOs
  • Microsoft 365 Administrators
  • Change Management Leaders
  • Digital Workplace Teams
  • AI/ML Program Managers

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Related Resources

Enterprise AI Governance FrameworkMicrosoft 365 Security Baseline

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