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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 enterprise Microsoft 365 consulting for Fortune 500 and regulated industries — tenant architecture, migrations, Teams and SharePoint governance, defense-in-depth security, and Copilot readiness. Every engagement is led by a senior architect with hundreds of Microsoft consultants on the bench. Compliance-native delivery for HIPAA, SOC 2, FINRA, FedRAMP, and CMMC. Microsoft Solutions Partner with core designations across Modern Work, Security, and Data & AI.

Key Facts

  • 29 years of Microsoft-exclusive consulting. 11,000+ enterprise engagements across SharePoint, Microsoft 365, Power BI, and Azure.
  • EPC Group was the oldest continuous Microsoft Gold Partner in North America from 2016 until program retirement in 2022. Now a Microsoft Solutions Partner with core designations.
  • Errin O'Connor (CEO and founder) is a Microsoft MVP (first awarded 2003) and a FedRAMP framework contributor. Authored four Microsoft Press bestsellers.
  • Zero governance audit failures across HIPAA, SOC 2, FINRA, FedRAMP, and CMMC engagements.
  • Three engagement models: fixed-fee accelerators (Copilot Readiness, Security Hardening, Tenant Health Check), full project (migration or governance program), and managed services retainer.
  • Senior-architect-led, not partner-managed pyramid. Every project staffed by 15-20-year veterans, not rotating juniors.
Enterprise Microsoft 365 Consulting - EPC Group enterprise consulting

Enterprise Microsoft 365 Consulting

Tenant architecture, migrations, Teams and SharePoint governance, defense-in-depth security, and Copilot readiness for Fortune 500 and regulated industries.

29 yrs
Microsoft-exclusive consulting
11,000+
Enterprise engagements
Solutions Partner
Core designations across Modern Work, Security, Data & AI
MVP & FedRAMP
Founder is a Microsoft MVP (since 2003) and FedRAMP framework contributor

What Enterprise Leaders Hire EPC Group To Deliver

Microsoft 365 is the productivity backbone of every Fortune 500. EPC Group is hired when the stakes are real — a regulator is watching, a migration cannot slip, or a Copilot rollout has to ship without exposing data.

Compliance-Native Tenant

A Microsoft 365 tenant that passes the audit before the auditor arrives. Sensitivity labels, DLP, Defender, Purview, and Conditional Access engineered against your regulatory framework — HIPAA, SOC 2, FINRA, FedRAMP, CMMC.

  • · Defense-in-depth security baseline
  • · Audit-ready evidence package
  • · Zero governance audit failures across 11,000+ engagements

Successful Migration

Mailboxes, files, and sites moved from Google Workspace, Exchange on-premises, Notes/Domino, or a divested tenant — without broken delegations, missing shared mailboxes, or data loss. Wave-based methodology with measured throughput.

  • · Mailbox dependency graph built up front
  • · Hypercare during every cutover
  • · Hundreds of large-scale migrations delivered

Copilot-Ready Foundation

Copilot inherits user permissions. An over-shared SharePoint estate is a Copilot data-exposure incident waiting to happen. EPC Group remediates oversharing, applies sensitivity labels, and tightens DLP so Copilot ships safely.

  • · Oversharing audit with remediation roadmap
  • · Purview label taxonomy and rollout
  • · Conditional Access tuned for Copilot endpoints
See Microsoft Copilot consulting →

Threat-Resistant Posture

Phishing-resistant identity, Conditional Access enforced by risk and device compliance, Defender XDR signal feeding a Sentinel SIEM, Insider Risk Management for departing employees, and Communication Compliance for regulated communications.

  • · Defender for Office 365 + Endpoint + Identity
  • · Sentinel integration where required
  • · Tabletop exercises and incident playbooks

Modern Workplace Adoption

Adoption is engineered, not assumed. Role-based training (executive, knowledge worker, frontline), department use cases, a Champions network, and adoption metrics tracked against a baseline so the business sees real productivity, not shelfware.

  • · Champions program and enablement hub
  • · Department-specific use case libraries
  • · Quarterly business reviews tied to KPIs

Continuous Optimization

Microsoft 365 is not set-and-forget. Monthly license-true-up, quarterly governance review, semi-annual security re-baselining against the latest Defender and Purview features, and annual architecture review against your business roadmap.

  • · Named senior architect on the account
  • · License optimization (E3 vs E5, F1/F3 mix)
  • · Defender and Purview feature adoption

Microsoft 365 Service Catalog

Eight delivery practices that span tenant strategy through day-2 operations. Engaged individually as fixed-fee accelerators or together as a full Microsoft 365 program.

Tenant Architecture & Identity

Target-state design for the tenant, identity, and Conditional Access framework. Includes Entra ID hardening, hybrid identity decisions, B2B and B2C posture, and tenant topology for multi-region or post-M&A scenarios.

Migration Services

Exchange Server 2010-2019 to Exchange Online (cutover, staged, hybrid). Google Workspace to Microsoft 365. Notes/Domino. Tenant-to-tenant for M&A and divestitures. Cutover with mailbox dependency graph and zero broken delegations.

Security & Compliance Hardening

Defense-in-depth baseline: phishing-resistant MFA, Conditional Access, DLP, Purview sensitivity labels, Defender for Office 365 / Endpoint / Identity, Insider Risk Management, and audit retention mapped to your regulatory framework.

SharePoint & Teams Governance

SharePoint information architecture, hub-spoke topology, sharing posture, Teams naming and lifecycle policies, guest access controls, archival, and a governance operating model the IT team can actually run. SharePoint consulting →

Copilot Readiness & Deployment

Oversharing remediation, Purview label rollout, DLP tuning, identity hygiene, and Conditional Access for Copilot endpoints before users get a license. Then phased Copilot rollout with adoption engineering. Microsoft Copilot consulting →

Change Management & Adoption

Role-based training (executive, knowledge worker, frontline), department use case libraries, a Champions network, executive sponsor enablement, and adoption metrics tracked against a measured baseline.

Power Platform Integration

Power Apps for business process automation, Power Automate for workflow, Dataverse for low-code data, and Power BI for Microsoft 365 analytics — governed inside an enterprise Center of Excellence model.

Managed Services

Ongoing operations after go-live: monthly license-true-up, quarterly governance review, semi-annual security re-baseline, named senior architect on the account, and 24x7 escalation for Sev-1 incidents.

How EPC Group Engages

Six-phase methodology applied to every enterprise Microsoft 365 engagement. Compress phases for fixed-fee accelerators; extend them for full programs.

Phase 1
Discovery

Two-week assessment of the current estate. Inventory tenants, mailboxes, sites, devices, identity, and compliance obligations. Gap analysis, risk register, target architecture, and a costed remediation roadmap.

Phase 2
Design

Senior architect produces the target design — tenant topology, identity, Conditional Access, Purview, SharePoint IA, Teams governance, Defender posture, and managed-service operating model. Approved by client leads.

Phase 3
Pilot

25-100 user pilot in a real business unit. Migrate, apply baselines, test integrations, capture feedback. Adjust before scale.

Phase 4
Wave Rollout

Migrate in waves of 500-2,500 users. Each wave includes communications, training, hypercare, and a retrospective. Dependency graph prevents broken delegations.

Phase 5
Adoption

Role-based training, department use cases, Champions network, executive sponsor enablement, and metrics tracked against baseline. Adoption is engineered, not assumed.

Phase 6
Operate

Optional managed-services retainer for license optimization, governance reviews, security monitoring, and quarterly business reviews. Named senior architect on the account.

Industries We Serve

Compliance-native delivery for regulated industries where Microsoft 365 carries real audit and reputational risk.

Healthcare

HIPAA, BAAs, PHI sensitivity labels, Purview eDiscovery for litigation hold, Epic and Cerner integration patterns.

Financial Services

SOC 2, FINRA Rule 4511 + SEC 17a-4 retention, MNPI controls, Communication Compliance for trading floors and wealth advisors.

Government & Defense

FedRAMP Moderate and High, CMMC Level 2, GCC and GCC High, CUI handling, ITAR-controlled data segregation.

Manufacturing

IP protection, operational technology integration, multi-plant rollouts, frontline worker enablement with F1/F3 licensing.

Life Sciences

GxP-aligned controls, 21 CFR Part 11 e-signature posture, clinical-trial collaboration on SharePoint with audit retention.

Higher Education

FERPA-aligned student-data handling, Teams for Education, research collaboration patterns, identity federation with Shibboleth or Okta.

Why EPC Group

Senior architects, not pyramid staffing

Every engagement is led and staffed by 15-20-year veterans. No rotating juniors learning on your tenant. Errin O'Connor (CEO) is a Microsoft MVP first awarded in 2003 and a FedRAMP framework contributor.

Compliance is first-class, not bolted on

Zero governance audit failures across 11,000+ enterprise engagements. HIPAA, SOC 2, FINRA, FedRAMP, and CMMC controls engineered into the tenant on day one with audit-ready evidence.

Fixed-fee accelerators with real scope

Predictable scope, predictable price, predictable outcome. Where Big 4 firms quote open-ended T&M, EPC Group ships Copilot Readiness, Security Hardening, and Tenant Health Check as defined accelerators.

Microsoft-only, since 1997

29 years of Microsoft-exclusive consulting. Author of four Microsoft Press bestsellers covering Power BI, SharePoint, Azure, and large-scale migrations. Solutions Partner with core designations across Modern Work, Security, and Data & AI.

Engagement Models

Pick the engagement that fits the work. Most clients start with a fixed-fee accelerator and grow into a full program or a managed-services retainer.

Fixed-Fee Accelerators

Defined scope, defined deliverable, defined price. Copilot Readiness, Security Hardening, Tenant Health Check, SharePoint Migration, Teams Governance.

Typical range: $25K-$150K | 4-12 weeks

Project Engagement

Full migration or governance program with milestone-based billing. Discovery through hypercare. Senior architect named on day one.

Typical range: $150K-$750K+ | 3-9 months

Managed Services

Tiered retainer. License optimization, governance reviews, security monitoring, quarterly business reviews. Named senior architect on the account.

From $3,500/month | 12-month minimum

Frequently Asked Questions

Common questions about EPC Group's Microsoft 365 consulting practice.

What does enterprise Microsoft 365 consulting actually include?

EPC Group's Microsoft 365 consulting covers the full lifecycle: tenant architecture and identity design, mailbox and content migrations from Exchange or Google Workspace, SharePoint and Teams governance, security and compliance hardening (DLP, Conditional Access, Defender, Purview), Copilot readiness, change management and end-user adoption, and ongoing managed services. We own the outcome, not the ticket queue — every engagement is led by a senior architect with hands-on Fortune 500 delivery experience.

How is EPC Group different from Accenture, Avanade, or Big 4 Microsoft consultants?

EPC Group is a Microsoft-only consultancy run by senior architects, not a partner-managed pyramid. Errin O'Connor (CEO) is a Microsoft MVP first awarded in 2003 and a FedRAMP framework contributor. Every project is staffed by 15–20 year veterans, not rotating juniors. We deliver fixed-fee accelerators with predictable scope where Big 4 firms quote time-and-materials. Our compliance practice has zero governance audit failures across 11,000+ engagements. Reference cases available for healthcare (HIPAA), financial services (SOC 2 / FINRA), government (FedRAMP), and Fortune 500 manufacturing.

Which industries does EPC Group's Microsoft 365 practice specialize in?

Regulated and complex environments: healthcare (HIPAA, BAAs, PHI sensitivity labels), financial services (SOC 2, FINRA 17a-4, MNPI controls), government and defense (FedRAMP Moderate/High, CMMC Level 2, GCC High), manufacturing (IP protection, operational technology integration), life sciences (GxP, 21 CFR Part 11), and higher education (FERPA). For Fortune 500 commercial customers we focus on multi-tenant consolidation after M&A, global rollouts with data-residency constraints, and Copilot governance at scale.

Do you handle Google Workspace, Exchange on-premises, and tenant-to-tenant migrations?

Yes — all of them. Google Workspace to Microsoft 365 (Gmail, Drive, Calendar, Meet → Exchange Online, OneDrive, SharePoint, Teams). Exchange Server 2010 through 2019 to Exchange Online (cutover, staged, or hybrid). Office 365 / Microsoft 365 tenant-to-tenant for M&A, divestiture, or carve-out scenarios. Notes/Domino, Zimbra, and hosted Exchange providers are supported. Every migration runs through our Discovery → Design → Pilot → Wave Cutover methodology with measured throughput and a mailbox dependency graph that prevents broken delegations and shared mailboxes.

How do you secure a Microsoft 365 tenant for regulated industries?

EPC Group's defense-in-depth baseline covers seven layers: identity (Entra ID with phishing-resistant MFA, Conditional Access by risk and device compliance), data (Purview sensitivity labels, DLP for PHI/PII/MNPI/CUI, Customer Lockbox), endpoint (Intune compliance, Defender for Endpoint), email (Defender for Office 365 with Safe Links and Safe Attachments), threat (Defender XDR, Sentinel SIEM integration), insider risk (Communication Compliance, Insider Risk Management), and audit (Purview Audit Premium with 7-year retention for FINRA, HIPAA, FedRAMP). We map every control to your regulatory framework with audit-ready evidence.

Is the tenant Copilot-ready, and what does Copilot readiness involve?

Most Microsoft 365 tenants are NOT Copilot-ready out of the box. Copilot inherits the permissions of the prompting user, which exposes SharePoint and Teams oversharing. EPC Group's Copilot Readiness Assessment audits oversharing, sensitivity-label coverage, DLP policy gaps, identity hygiene, and Conditional Access for Copilot endpoints. Output: a remediation roadmap with effort estimates and a go/no-go recommendation. Fixed-fee accelerator. See our separate Microsoft Copilot Consulting service page for end-to-end deployment.

What engagement models does EPC Group offer?

Three models. (1) Fixed-Fee Accelerators: defined scope, defined deliverables, defined price — Copilot Readiness, Security Hardening, Tenant Health Check, SharePoint Migration. Typical range $25K–$150K. (2) Project Engagements: full migration or governance program with milestone-based billing. Typical range $150K–$750K. (3) Managed Services: ongoing operations including license optimization, governance reviews, security monitoring, and quarterly business reviews. Tiered retainer starting at $3,500/month.

What credentials and certifications back EPC Group's Microsoft 365 practice?

EPC Group is a Microsoft Solutions Partner with core designations across Modern Work, Security, and Data & AI. EPC Group was the oldest continuous Microsoft Gold Partner in North America from 2016 until program retirement in 2022. Errin O'Connor (CEO and founder) is a Microsoft MVP (first awarded 2003) and a FedRAMP framework contributor. Authored four Microsoft Press bestsellers covering Power BI, SharePoint, Azure, and large-scale migrations. The Microsoft 365 practice carries hundreds of Microsoft certifications across the senior architect bench.

Talk to a Senior Microsoft 365 Architect

30-minute discovery call. No pitch deck. Bring the problem; we'll bring the framework.

Schedule Discovery CallCall: (888) 381-9725

Related Services

SharePoint Consulting

Information architecture, governance, hub-spoke topology, and document management for enterprise SharePoint Online.

Microsoft Copilot

Copilot Readiness, oversharing remediation, Purview labels, and end-to-end Copilot deployment with governance.

Microsoft Purview

Sensitivity labels, DLP, Insider Risk, Communication Compliance, and Audit Premium for regulated industries.

Related Resources

Microsoft 365 Security Best Practices

Enterprise security hardening for Microsoft 365 including MFA, Conditional Access, DLP, and compliance configuration.

Microsoft 365 Migration Checklist 2026

Complete pre-migration, migration, and post-migration checklist for Exchange, SharePoint, and Teams deployments.

Microsoft 365 Copilot Enterprise Implementation Guide

Six-phase Copilot deployment playbook covering readiness, governance, pilot, scale, adoption, and ROI measurement.

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EPC Group Microsoft 365 Consulting — Detailed Overview

EPC Group delivers enterprise Microsoft 365 consulting for Fortune 500 and regulated industries. Tenant architecture, migrations, Teams and SharePoint governance, defense-in-depth security, and Copilot readiness. 29 years of Microsoft-exclusive consulting. Microsoft Solutions Partner with core designations across Modern Work, Security, and Data & AI. Compliance-native delivery for HIPAA, SOC 2, FINRA, FedRAMP, and CMMC.

What our Microsoft 365 practice covers

  • Tenant architecture and identity — target-state tenant topology, Entra ID hardening, Conditional Access framework by risk and device, hybrid identity decisions, B2B and B2C posture, and identity hygiene.
  • Migration services — Exchange Server 2010 through 2019 to Exchange Online (cutover, staged, hybrid). Google Workspace (Gmail, Drive, Calendar, Meet) to Microsoft 365. Notes/Domino. Tenant-to-tenant for M&A and divestitures. Wave methodology with mailbox dependency graph that prevents broken delegations and shared mailbox routing.
  • Security and compliance hardening — phishing-resistant MFA, Conditional Access, DLP, Microsoft Purview sensitivity labels, Defender for Office 365 / Endpoint / Identity, Insider Risk Management, Communication Compliance, Customer Lockbox, and Audit Premium retention mapped to your regulatory framework.
  • SharePoint and Teams governance — information architecture, hub-spoke topology, external sharing posture, Teams naming and lifecycle policies, guest access controls, archival, and a governance operating model the IT team can run.
  • Copilot readiness and deployment — oversharing remediation, Purview label rollout, DLP tuning, identity hygiene, and Conditional Access for Copilot endpoints before users get a license.
  • Change management and adoption — role-based training (executive, knowledge worker, frontline), department use case libraries, Champions network, executive sponsor enablement, and metrics tracked against a measured baseline.
  • Power Platform integration — Power Apps, Power Automate, Dataverse, and Power BI integration within Microsoft 365 governed inside an enterprise Center of Excellence.
  • Managed services — monthly license-true-up, quarterly governance review, semi-annual security re-baseline, and 24x7 escalation for Sev-1 incidents.

EPC Group’s six-phase methodology

  1. Discovery — two-week assessment of the current estate. Inventory tenants, mailboxes, sites, devices, identity, and compliance obligations. Output: gap analysis, risk register, target architecture, costed remediation roadmap.
  2. Design — senior architect produces the target design (tenant topology, identity, Conditional Access, Purview, SharePoint information architecture, Teams governance, Defender posture, managed-service operating model). Reviewed and approved by client security, compliance, and architecture leads.
  3. Pilot — 25 to 100 user pilot in a real business unit. Migrate, apply baselines, test integrations, capture feedback. Adjust before scale.
  4. Wave rollout — migrate in waves of 500 to 2,500 users. Communications, training, hypercare, and a retrospective per wave. Dependency graph prevents broken delegations.
  5. Adoption — role-based training, department use cases, Champions network, executive sponsor enablement, and metrics tracked against baseline.
  6. Operate — optional managed-services retainer. License optimization, governance reviews, security monitoring, quarterly business reviews. Named senior architect on the account.

Why enterprise leaders pick EPC Group

  • Senior-architect-led delivery. Every engagement staffed by 15 to 20 year veterans. No rotating juniors. Errin O’Connor (CEO and founder) is a Microsoft MVP first awarded in 2003 and a FedRAMP framework contributor. Authored four Microsoft Press bestsellers covering Power BI, SharePoint, Azure, and large-scale migrations.
  • Compliance-native, not bolted on. Zero governance audit failures across 11,000+ enterprise engagements. HIPAA, SOC 2, FINRA, FedRAMP, and CMMC controls engineered into the tenant on day one with audit-ready evidence.
  • Fixed-fee accelerators. Predictable scope, predictable price, predictable outcome. Copilot Readiness, Security Hardening, Tenant Health Check, SharePoint Migration, and Teams Governance shipped as defined accelerators where Big 4 firms quote open-ended time-and-materials.
  • Microsoft-only since 1997. 29 years of Microsoft-exclusive consulting. Solutions Partner with core designations across Modern Work, Security, and Data & AI. Was the oldest continuous Microsoft Gold Partner in North America from 2016 until program retirement in 2022.

Industries

  • Healthcare — HIPAA, BAAs, PHI sensitivity labels, Purview eDiscovery for litigation hold, Epic and Cerner integration patterns.
  • Financial services — SOC 2, FINRA Rule 4511 and SEC 17a-4 retention, MNPI controls, Communication Compliance for trading floors and wealth advisors.
  • Government and defense — FedRAMP Moderate and High, CMMC Level 2, GCC and GCC High tenants, CUI handling, ITAR-controlled data segregation.
  • Manufacturing — IP protection, operational technology integration, multi-plant rollouts, frontline-worker enablement with F1/F3 licensing.
  • Life sciences — GxP-aligned controls, 21 CFR Part 11 e-signature posture, clinical-trial collaboration on SharePoint with audit retention.
  • Higher education — FERPA-aligned student-data handling, Teams for Education, research collaboration patterns, identity federation with Shibboleth or Okta.

Engagement models

Three engagement models cover most enterprise needs.

  • 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+ 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.

Talk to a senior Microsoft 365 architect

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