SharePoint Project Management | Project Sites & Planner Integration
Founded 1997 · in our 30th year11,000+ enterprise engagementsMicrosoft Press bestselling author
By Errin O'Connor, Founder & Chief AI Architect, EPC Group
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.
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.
End-to-end SharePoint project management services from site design and Planner integration to dashboards and workflow automation.
Create structured, branded project sites that centralize all project assets, documentation, and collaboration in one accessible location.
Implement robust task management systems that keep teams aligned, accountable, and on schedule with clear visibility into progress.
Track team capacity, assignments, and availability across projects to optimize resource allocation and prevent bottlenecks.
Seamlessly integrate Microsoft Planner with SharePoint for visual task management, bucket organization, and cross-platform collaboration.
Build executive dashboards that provide real-time visibility into project health, milestones, risks, and key performance indicators.
Automate project processes with Power Automate workflows for approvals, notifications, escalations, and status updates.
Everything your teams need to plan, execute, and deliver projects successfully.
Define and track project objectives with clear success criteria and progress indicators.
Set key milestones and monitor progress with automated alerts for approaching deadlines.
Track time spent on tasks and projects to improve estimation and resource planning.
Keep stakeholders informed with automated updates on task changes and project status.
Centralize project documents with version control, co-authoring, and access management.
Visualize and manage task dependencies to identify critical paths and potential delays.
Get high-level visibility across multiple projects for strategic decision-making.
Integrated communication channels for project discussions and stakeholder updates.
Tailored project management solutions for the unique requirements of your industry.
Manage complex IT initiatives, software deployments, and infrastructure upgrades with structured project sites and cross-team coordination.
HIPAA-compliant project management for clinical initiatives, facility projects, and healthcare system implementations.
SOC 2-compliant project management for regulatory initiatives, system migrations, and digital transformation programs.
A proven methodology that ensures successful project management transformation.
Analyze your current project management processes, pain points, and requirements. Understand team workflows, reporting needs, and integration requirements.
Design a tailored project management solution with site templates, task structures, dashboards, and workflows aligned to your methodology.
Build and configure project sites, Planner boards, dashboards, and automation using agile sprints with continuous feedback.
Comprehensive training for project managers and team members, with change management strategies to drive adoption.
Ongoing support, performance monitoring, and continuous improvement based on user feedback and evolving needs.
See how we have helped Fortune 500 companies transform their project management with SharePoint.
Fortune 100 Technology Company
Standardize project management across 500+ IT projects with unified reporting and resource visibility.
Multi-State Health Network
Implement HIPAA-compliant project management for 200+ clinical and IT initiatives across 50 facilities.
Top 20 Bank
Create a unified project portfolio view for regulatory initiatives with audit-ready documentation.
With SharePoint expertise since 1997 and hundreds of successful project management implementations, we deliver results.
Certified expertise with deep knowledge of SharePoint, Planner, and the entire Microsoft 365 project ecosystem.
Enterprise project management expertise across Fortune 500 companies in every major industry.
HIPAA, GDPR, SOC 2, and FedRAMP compliance built into every project management solution.
Pre-built templates and proven patterns accelerate implementation and time-to-value.
Explore our other SharePoint and Microsoft consulting services.
Comprehensive SharePoint consulting for migrations, governance, and strategy.
Learn MoreTeams integration with SharePoint for unified project collaboration.
Learn MoreProject dashboards and analytics powered by Power BI for executive visibility.
Learn MoreSchedule a free consultation with our SharePoint project management experts and discover how we can streamline your project delivery.
Response within 24 hours. No obligation.
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.
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.
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.
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 since 1997, we bring unmatched depth in enterprise governance, compliance, and large-scale migrations.
In 2026, modern SharePoint information architecture adopts the hub-spoke pattern. This design includes one root hub for each business unit. Each hub connects to 5-15 spoke sites.
The architecture also features:
Organizations migrating from flat-IA legacy SharePoint farms to this new pattern often experience:
In 2026, SharePoint Online tenant-to-tenant migration mainly involves three approaches:
EPC Group uses specific criteria for selection. These include user count, permission complexity, and audit-reporting needs.
A typical enterprise migration takes:
See related EPC Group services at /services or schedule a discovery call at /contact.
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