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.

EPC Group builds SharePoint project management solutions for enterprise organizations — custom project sites, Microsoft Planner integration, task tracking, resource management, milestone dashboards, and portfolio views. SharePoint is not a replacement for dedicated PPM tools, but it handles team-level project management effectively when configured correctly and integrated with Microsoft 365.

Key Facts

  • SharePoint project management integrates natively with Microsoft Planner, Project for the Web, and Microsoft Teams.
  • Project sites are structured SharePoint team sites with pre-built lists for tasks, risks, decisions, and action items.
  • Power BI dashboards provide portfolio-level views across multiple SharePoint project sites.
  • SharePoint project sites support industry-specific compliance: HIPAA for healthcare, SOC 2 for financial services, FedRAMP for government.
  • EPC Group: 29 years Microsoft consulting, enterprise-scale project management deployments across Fortune 500 and government clients.

SharePoint Project Management | Project Sites & Planner Integration

Expert Microsoft consulting and implementation

HomeServicesSharePoint Project Management
Project Collaboration Platform

SharePoint Project Management Solutions

Transform how your teams manage projects with SharePoint project sites, Microsoft Planner integration, and powerful automation. Centralize collaboration, streamline tasks, and gain real-time visibility.

Project Sites & Templates
Microsoft Planner Integration
Resource Tracking
Real-Time Dashboards
Schedule a ConsultationView Case Studies

Proven Project Management Expertise

300+
Projects Delivered
Enterprise project management implementations
45%
Faster Delivery
Average improvement in project completion time
100K+
Users Enabled
Project team members across organizations
60%
Time Saved
Reduction in status reporting effort
300+
Project Implementations
Fortune 500
Enterprise Clients
Microsoft
Gold Partner
29 years
SharePoint Experience
Our Services

Comprehensive Project Management Solutions

End-to-end SharePoint project management services from site design and Planner integration to dashboards and workflow automation.

Project Sites Design

Create structured, branded project sites that centralize all project assets, documentation, and collaboration in one accessible location.

  • Custom project site templates
  • Document libraries with metadata
  • Project dashboards and status views
  • Team collaboration spaces
  • Stakeholder communication hubs
  • Branding and navigation design

Task Management Solutions

Implement robust task management systems that keep teams aligned, accountable, and on schedule with clear visibility into progress.

  • Microsoft Planner integration
  • SharePoint Lists task boards
  • Kanban and timeline views
  • Task dependencies and priorities
  • Assignment and due date tracking
  • Progress status automation

Resource Tracking

Track team capacity, assignments, and availability across projects to optimize resource allocation and prevent bottlenecks.

  • Resource allocation dashboards
  • Capacity planning views
  • Skill-based assignment
  • Availability calendars
  • Workload balancing
  • Time tracking integration

Planner Integration

Seamlessly integrate Microsoft Planner with SharePoint for visual task management, bucket organization, and cross-platform collaboration.

  • Planner board embedding
  • Teams integration
  • Cross-plan dependencies
  • Automated task creation
  • Progress synchronization
  • Mobile task management

Project Dashboards

Build executive dashboards that provide real-time visibility into project health, milestones, risks, and key performance indicators.

  • Power BI integration
  • Real-time status reporting
  • Milestone tracking
  • Risk and issue registers
  • Budget vs actuals
  • Custom KPI visualization

Project Workflows

Automate project processes with Power Automate workflows for approvals, notifications, escalations, and status updates.

  • Approval workflows
  • Automated notifications
  • Status change triggers
  • Escalation rules
  • Document routing
  • Cross-system integration
Platform Capabilities

Powerful Project Management Features

Everything your teams need to plan, execute, and deliver projects successfully.

Goal Tracking

Define and track project objectives with clear success criteria and progress indicators.

Milestone Management

Set key milestones and monitor progress with automated alerts for approaching deadlines.

Time Tracking

Track time spent on tasks and projects to improve estimation and resource planning.

Smart Notifications

Keep stakeholders informed with automated updates on task changes and project status.

Document Management

Centralize project documents with version control, co-authoring, and access management.

Dependencies

Visualize and manage task dependencies to identify critical paths and potential delays.

Portfolio Views

Get high-level visibility across multiple projects for strategic decision-making.

Team Communication

Integrated communication channels for project discussions and stakeholder updates.

Use Cases

Project Management by Industry

Tailored project management solutions for the unique requirements of your industry.

Enterprise IT Projects

Manage complex IT initiatives, software deployments, and infrastructure upgrades with structured project sites and cross-team coordination.

  • Release planning and tracking
  • Change management workflows
  • Technical documentation hubs
  • Vendor collaboration portals
  • UAT and testing coordination
  • Go-live checklists and runbooks

Healthcare Projects

HIPAA-compliant project management for clinical initiatives, facility projects, and healthcare system implementations.

  • Compliance tracking dashboards
  • Clinical trial coordination
  • Equipment deployment tracking
  • Staff training project sites
  • Quality improvement initiatives
  • Regulatory submission workflows

Financial Services Projects

SOC 2-compliant project management for regulatory initiatives, system migrations, and digital transformation programs.

  • Audit-ready documentation
  • Regulatory project tracking
  • Risk assessment workflows
  • Merger integration projects
  • Technology modernization
  • Compliance milestone tracking
Our Process

How We Implement Your Solution

A proven methodology that ensures successful project management transformation.

01

Assessment & Discovery

Analyze your current project management processes, pain points, and requirements. Understand team workflows, reporting needs, and integration requirements.

Current state analysis
Stakeholder interviews
Requirements gathering
Gap analysis
02

Solution Design

Design a tailored project management solution with site templates, task structures, dashboards, and workflows aligned to your methodology.

Site architecture design
Template development
Dashboard wireframes
Workflow mapping
03

Implementation

Build and configure project sites, Planner boards, dashboards, and automation using agile sprints with continuous feedback.

Site provisioning
Planner configuration
Power BI dashboards
Power Automate flows
04

Training & Adoption

Comprehensive training for project managers and team members, with change management strategies to drive adoption.

PM training sessions
User documentation
Adoption campaigns
Champions network
05

Optimization & Support

Ongoing support, performance monitoring, and continuous improvement based on user feedback and evolving needs.

Usage analytics
Performance tuning
Feature enhancements
Quarterly reviews
Case Studies

Project Management Success Stories

See how we have helped Fortune 500 companies transform their project management with SharePoint.

Technology

Global IT PMO Transformation

Fortune 100 Technology Company

Standardize project management across 500+ IT projects with unified reporting and resource visibility.

6,500+
Projects
40%
Faster Delivery
90%
Adoption
Healthcare

Healthcare System PMO

Multi-State Health Network

Implement HIPAA-compliant project management for 200+ clinical and IT initiatives across 50 facilities.

200+
Projects
HIPAA
Compliant
50%
Report Time Saved
Financial Services

Financial Services Program Office

Top 20 Bank

Create a unified project portfolio view for regulatory initiatives with audit-ready documentation.

150
Projects
SOC 2
Certified
60%
Efficiency Gain
View All Case Studies
Why EPC Group

The Project Management Partner You Can Trust

With 29 years of SharePoint expertise and hundreds of successful project management implementations, we deliver results.

Microsoft Gold Partner

Certified expertise with deep knowledge of SharePoint, Planner, and the entire Microsoft 365 project ecosystem.

29 years Experience

Enterprise project management expertise across Fortune 500 companies in every major industry.

Compliance Expertise

HIPAA, GDPR, SOC 2, and FedRAMP compliance built into every project management solution.

Rapid Deployment

Pre-built templates and proven patterns accelerate implementation and time-to-value.

Related Services

Explore our other SharePoint and Microsoft consulting services.

SharePoint Consulting

Comprehensive SharePoint consulting for migrations, governance, and strategy.

Learn More

Microsoft Teams

Teams integration with SharePoint for unified project collaboration.

Learn More

Power BI Consulting

Project dashboards and analytics powered by Power BI for executive visibility.

Learn More

Ready to Transform Your Project Management?

Schedule a free consultation with our SharePoint project management experts and discover how we can streamline your project delivery.

Schedule a ConsultationCall (888) 381-9725

Response within 24 hours. No obligation.

Frequently Asked Questions

What SharePoint consulting services does EPC Group provide?

EPC Group provides comprehensive SharePoint consulting including intranet design, migration (on-prem to Online, tenant-to-tenant), governance frameworks, custom SPFx development, workflow automation, document management, and training. We have completed 6,500+ SharePoint implementations since 1997.

How long does a SharePoint migration take?

Migration timelines vary by scope: 100-500 users takes 2-4 weeks, 500-5,000 users takes 4-8 weeks, and 5,000+ users takes 8-16 weeks. EPC Group uses staged migration with zero-downtime mail flow and content coexistence to minimize business disruption.

Does EPC Group support SharePoint Online and on-premises?

Yes. EPC Group supports SharePoint Online, SharePoint Server 2016/2019/Subscription Edition, and hybrid configurations. Our consultants help organizations plan and execute migrations from any SharePoint version to SharePoint Online with full governance frameworks.

What makes EPC Group different from other SharePoint consultants?

EPC Group's founder Errin O'Connor was on the original SharePoint beta team (Project Tahoe) and authored Microsoft Press's SharePoint best practices guide. With 6,500+ implementations across 29 years, we bring unmatched depth in enterprise governance, compliance, and large-scale migrations.

SharePoint Architecture: 2026 Considerations for SharePoint Project Management

Modern SharePoint information architecture in 2026 follows the hub-spoke pattern: 1 root hub per business unit, 5-15 spoke sites per hub, mega-menu navigation tied to Viva Connections, and sensitivity-label-driven sharing controls. Flat-IA legacy SharePoint farms migrating to this pattern typically see 60% faster content discovery, 40% reduction in 'where do I save this?' helpdesk tickets, and 100% sensitivity-label coverage within 90 days.

SharePoint Online tenant-to-tenant migration in 2026 is dominated by three approaches: native Microsoft 365 migration tools (free but limited to in-place tenant scenarios), ShareGate (best-in-class for permission preservation across hub-spoke architectures), and AvePoint Migrator (enterprise scale with regulated-industry compliance reporting). EPC Group selection criteria depend on user count, permission complexity, and audit-reporting requirements; typical enterprise migration runs 8-16 weeks at $150K-$450K all-in.

Decision factors EPC Group evaluates

  • Hub-spoke information architecture redesign vs legacy flat-IA
  • Migration tool selection (Microsoft native vs ShareGate vs AvePoint) by complexity tier
  • Audit (Premium) configuration for 6-year retention
  • Sensitivity label rollout with auto-classification rules
  • Microsoft Purview content explorer for unauthorized PHI/PII discovery

See related EPC Group services at /services or schedule a discovery call at /contact.

Sharepoint Project Management for Fortune 500 and regulated industries

EPC Group delivers Sharepoint Project Management as a core practice within the Microsoft consulting portfolio. Engagements are led by senior architects with hands-on Fortune 500 delivery experience and a bench of hundreds of Microsoft-certified consultants spanning SharePoint, Microsoft 365, Power BI, Azure, Microsoft Copilot, and Microsoft Purview.

Every Sharepoint Project Management engagement is engineered for the regulatory and operational environment it serves. Healthcare deployments carry HIPAA controls from day one; financial services deployments meet SOC 2 and FINRA retention requirements; government deployments map to FedRAMP and CMMC controls with audit-ready evidence.

Financial services

For banks, asset managers, and broker-dealers, EPC Group engineers SOC 2 audit trails, FINRA Rule 4511 and SEC 17a-4 retention, MNPI containment, and Communication Compliance for trading floors. Microsoft Purview Audit Premium with seven-year tamper-evident retention is the standard baseline; Defender for Cloud Apps detects shadow-AI exfiltration before it reaches a compliance event.

How EPC Group engages

Six-phase methodology applied to every engagement, compressed for fixed-fee accelerators and extended for full programs.

  1. Discovery — two-week assessment of the current estate, gap analysis, risk register, target architecture, costed remediation roadmap.
  2. Design — senior architect produces the target topology, identity framework, Conditional Access, Purview, governance model, and security posture, reviewed by client leads.
  3. Pilot — 25 to 100 user pilot in a real business unit. Migrate, apply baselines, test integrations, capture feedback.
  4. Wave rollout — migrate in waves of 500 to 2,500 users with communications, training, hypercare, and a per-wave retrospective.
  5. Adoption — role-based training, Champions network, executive sponsor enablement, metrics tracked against a measured baseline.
  6. Operate — optional managed-services retainer for license optimization, governance reviews, security monitoring, and quarterly business reviews.

Compliance-native, not bolted on

Zero governance audit failures across 11,000-plus enterprise engagements. HIPAA, SOC 2, FINRA, FedRAMP, and CMMC controls are engineered into the tenant on day one with audit-ready evidence. The regulated-industry posture is the baseline, not an upgrade tier.

Manufacturing and energy

For multi-plant manufacturers and energy operators, EPC Group integrates Microsoft 365 with operational technology, protects intellectual property through Purview labels and Endpoint DLP, and provisions frontline workers with F1 and F3 licensing patterns. Multi-region rollouts include data residency planning and offline-capable Power Platform apps for shop-floor environments.

Engagement models

Three engagement models cover most enterprise needs. Most clients start with a fixed-fee accelerator and grow into a full program or a managed-services retainer.

  • 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-plus 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.

Fixed-fee accelerators with real scope

Predictable scope, predictable price, predictable outcome. Copilot Readiness, Security Hardening, Tenant Health Check, SharePoint Migration, and Teams Governance ship as defined accelerators where Big 4 firms quote open-ended time-and-materials. Most projects land in the $25K-$150K range for accelerators or $150K-$750K for full programs.

Talk to a senior architect

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