EPC Group Logo
G2 Leader Awards - Business Intelligence Consulting
BlogContact
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌

EPC Group

Enterprise Microsoft consulting with 28+ years serving Fortune 500 companies.

(888) 381-9725
contact@epcgroup.net
4900 Woodway Drive - Suite 830
Houston, TX 77056

Follow Us

Solutions

  • All Services
  • Microsoft 365
  • AI Governance
  • Migrations
  • Microsoft Copilot
  • Dynamics 365
  • Teams vs Slack

Power BI

  • Dashboard Guide
  • Gateway Setup
  • Premium Features
  • Lookup Functions
  • Power Pivot vs BI
  • Treemaps Guide
  • Dataverse

Company

  • About Us
  • Case Studies
  • Blog
  • Resources
  • Contact

Microsoft Teams

  • Teams Questions
  • Teams Healthcare
  • Task Management
  • PSTN Calling
  • Enable Dial Pad

Azure & SharePoint

  • Azure Databricks
  • Azure DevOps
  • Azure Synapse
  • SharePoint MySites
  • SharePoint ECM
  • SharePoint vs M-Files

Comparisons

  • M365 vs Google
  • Databricks vs Dataproc
  • Dynamics vs SAP
  • Intune vs SCCM
  • Power BI vs MicroStrategy

Legal

  • Sitemap
  • Privacy Policy
  • Terms
  • Cookies

© 2026 EPC Group. All rights reserved.

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
28+ 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.

5,200+
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 28+ 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.

28+ 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 1-888-EPC-GROUP

Response within 24 hours. No obligation.