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By Errin O'Connor, Founder & Chief AI Architect, EPC Group

Trust and Assurance — enterprise Microsoft consulting resource from EPC Group. We provide strategic guidance, implementation expertise, governance frameworks, and compliance-native delivery across the Microsoft ecosystem (Power BI, Microsoft Fabric, Microsoft 365, SharePoint, Azure, AI Governance, Microsoft Copilot).

Key Facts

  • In its 30th year of Microsoft enterprise consulting (founded 1997); 6,500+ SharePoint and 1,500+ Power BI deployments.
  • Compliance-native delivery across HIPAA, SOC 2, FedRAMP, FINRA, CMMC, and GxP environments.
  • Microsoft Solutions Partner with experience across core current designations.
  • Senior architect named on every engagement Statement of Work.
  • Engagement Operating Model: published seven-phase Microsoft project management methodology.
  • Free initial consultation; fixed-fee scoped Statements of Work.
HomeTrust & Assurance

Why Trust Matters in Microsoft Consulting

EPC Group is a Microsoft Solutions Partner in its 30th year of enterprise consulting and 6,500+ completed implementations. Our founding CEO is a 4x bestselling author (Microsoft Press / Sams).

When you choose a consulting partner for your organization's data, infrastructure, and AI initiatives, credentials are essential. They form the basis of every successful engagement.

Enterprise technology decisions involve considerable risk. A misconfigured SharePoint migration can expose sensitive data. A poorly governed Power BI deployment may lead to:

  • Misleading analytics
  • Poor business choices

Furthermore, an AI implementation without proper guardrails can cause compliance violations. This may result in regulatory action.

The consulting firm you choose will manage your most vital assets, including:

  • Your data
  • Your intellectual property
  • Your organization's reputation

This page offers clear information about EPC Group's credentials, compliance, quality assurance processes, and service level commitments. We also provide a Decision Toolkit that includes:

  • RFP evaluation checklists
  • Proof-of-concept scope templates
  • Governance scorecards

With these tools, you can confidently assess any Microsoft consulting firm, including us. We believe informed buyers create better partnerships and better outcomes.

1997
Founded · In Its 30th Year
6,500+
Completed Implementations
4.4/5
G2 Rating · Leader, Seven Consecutive Quarters

Certifications & Partnerships

Verified credentials that demonstrate ongoing investment in expertise, not just historical experience.

Microsoft Solutions Partner Designations

Microsoft Solutions Partner designations replaced the old Gold/Silver competency model in 2022. Each designation requires:

  • Demonstrated customer success
  • Certified individuals
  • Sustained performance metrics
Data & AI (Azure)
Active
Digital & App Innovation (Azure)
Active
Infrastructure (Azure)
Active
Modern Work
Active
Security
Active
Business Applications
Active

G2 Leader 2026

IT Consulting, Microsoft Services

Clutch Top Company

IT Services, B2B Leaders

4x Microsoft Press & Sams Author

Power BI, SharePoint

Compliance & Security Posture

How EPC Group protects client data and maintains compliance across regulated industries.

Certification / FrameworkScopeStatus
HIPAA / HITECHProtected Health Information handlingCompliant
ISO 27001Information security managementAligned
GDPREU data protection and privacyCompliant
CMMC Level 2Defense contractor cybersecurityAligned

How We Handle Client Data

  • All client data encrypted at rest (AES-256) and in transit (TLS 1.3)
  • No client data stored on EPC devices — all work performed in client-owned environments
  • Business Associate Agreements (BAAs) executed for healthcare engagements
  • Annual penetration testing and vulnerability assessments
  • Background checks required for all consultants
  • Data retention policies aligned to client requirements and regulatory mandates

Security Controls in Every Engagement

  • Multi-factor authentication enforced for all team members
  • Privileged access management with just-in-time (JIT) elevation
  • Comprehensive audit logging of all administrative actions
  • Incident response plan with 1-hour notification SLA for security events
  • Quarterly security awareness training for all consultants
  • Secure development lifecycle (SDL) practices for custom code

Quality Assurance Process

Our Delivery Excellence Playbook ensures consistent, high-quality outcomes across every engagement.

Sprint Cadence

2-week sprint cycles with client demos at the end of every sprint. No surprises — you see progress every 10 business days.

Weekly Health Checks

Project health reports reviewed by senior leadership every week. Budget burn, velocity, risk register, and blocker resolution tracked continuously.

Architecture Reviews

Mandatory architecture review at every milestone gate. Senior architects validate security, scalability, and compliance before proceeding.

Automated Testing

80%+ code coverage required on all custom development. Integration tests, performance tests, and security scans run in every CI/CD pipeline.

UAT & Sign-Off Gates

Formal User Acceptance Testing with documented sign-off required before any production deployment. No shortcuts to go-live.

Post-Go-Live Hypercare

4-week hypercare period after every production deployment. Dedicated team monitors performance, resolves issues, and optimizes configurations.

Decision Toolkit for Enterprise Buyers

Practical tools to evaluate Microsoft consulting partners objectively. Use these frameworks whether you choose EPC Group or another firm — informed buyers make better decisions.

RFP Evaluation Checklist

10 criteria for evaluating Microsoft consulting firms

#Evaluation CriterionWeightWhy It Matters
1Microsoft partnership tier and active designationsCriticalEnsures vendor has validated Microsoft expertise and ongoing investment in certifications.
2Industry-specific compliance experienceCriticalHIPAA, SOC 2, or FedRAMP experience prevents costly compliance gaps post-deployment.
3Named team certifications and average tenureHighConfirms the actual project team (not just the firm) has relevant skills and low turnover.
4Reference customers in your industry verticalHighValidates real-world success with challenges similar to yours.
5Documented project methodology and QA gatesHighStructured delivery reduces risk of scope creep, missed deadlines, and quality issues.
6SLA commitments with financial breach remediesMediumAccountability mechanisms ensure the vendor stands behind their service promises.
7IP ownership and data handling policiesCriticalProtects your intellectual property and ensures data sovereignty requirements are met.
8Team scalability for project peaksMediumConfirms the vendor can ramp up resources during critical phases without quality loss.
9Published thought leadership and industry recognitionMediumIndicates deep expertise and active engagement with evolving Microsoft technologies.
10Total cost of ownership including post-go-live supportHighPrevents budget surprises by accounting for training, licensing, and ongoing maintenance.

Proof of Concept (PoC) Scope Template

What a 2-week proof of concept should include

Before agreeing to a large project, ask for a limited 2-week proof of concept. This template outlines what a valuable PoC should achieve:

  • It should not be a standard demo.
  • It must provide production-grade validation.
  • It should assess the vendor's capabilities against your specific needs.
1
Define 2-3 measurable success criteria tied to business outcomes
2
Identify a bounded dataset or user group (50-100 users recommended)
3
Implement core functionality (not a demo — production-grade code)
4
Configure security controls, RBAC, and audit logging from day one
5
Conduct performance testing under realistic load conditions
6
Deliver architecture documentation and deployment runbook
7
Execute UAT with actual end users and collect feedback
8
Present findings with go/no-go recommendation and full-scale cost estimate
Red flag: If a vendor refuses a paid PoC or only offers pre-built demos with synthetic data, they may lack confidence in their ability to deliver against your actual requirements. A reputable firm welcomes the opportunity to prove capabilities.

Analytics Governance Maturity Scorecard

Assess your current governance maturity across 6 dimensions

Evaluate your organization in each area to find governance gaps before working with a consulting partner. This will help you share your results with potential vendors.

By doing this, vendors can customize their proposals based on your actual maturity level instead of relying on assumptions.

Governance AreaBeginner (1-2)Intermediate (3-4)Advanced (5)
Data Quality & LineageNo documentationPartial lineage mapsAutomated lineage tracking, data quality scores
Access ControlsShared credentialsRole-based accessZero-trust, MFA, JIT access, audit trails
Compliance MonitoringManual auditsScheduled reportsReal-time compliance dashboards, automated alerts
Change ManagementNo formal processApproval workflowsCI/CD with automated testing and rollback
Incident ResponseAd-hoc firefightingDocumented playbooksAutomated detection, response, and post-mortem reviews
AI/ML GovernanceNo AI policyUsage guidelines existModel registry, bias testing, explainability framework

Boutique Specialist vs. Global Systems Integrator

Comparison framework for partner selection

Choosing the right partner involves three important factors: your project scope, compliance requirements, and budget. There is no one-size-fits-all solution. This framework helps you find the best partner for your specific needs.

FactorBoutique Specialist (e.g., EPC Group)Global Systems Integrator
Team SenioritySenior consultants on every engagementMixed; juniors often staff delivery
Microsoft DepthDeep specialization, certified teamBroad but may lack depth in specific areas
Rate Structure30-50% lower blended ratesPremium rates, offshore leverage model
Decision SpeedDirect access to leadershipMultiple approval layers
Compliance ExpertiseIndustry-specific, hands-onFramework-level, compliance team separate
Scale CapacityRight-sized for focused enterprise projectsCan staff 100+ person teams
AccountabilityCEO-level ownership of outcomesAccount manager interface
Best FitMicrosoft-specific projects, regulated industriesMulti-vendor programs, global rollouts

Client Reviews & Testimonials

Verified reviews from enterprise clients across healthcare, finance, government, and education.

Documented Client Engagements

Each record below is backed by a redacted primary-source document — a purchase order, executed agreement, or payment record — with a published SHA-256 hash you can recompute yourself.

All client evidence

Frequently Asked Questions

Common questions about EPC Group's credentials, compliance, and engagement model.

1What Microsoft partner certifications does EPC Group hold?

EPC Group holds Microsoft Solutions Partner designations across all six solution areas: Data & AI, Digital & App Innovation, Infrastructure, Modern Work, Security, and Business Applications. Our founder Errin O'Connor is the author of four books — three published by Microsoft Press and one by Sams (Pearson).

2How does EPC Group handle HIPAA compliance in consulting engagements?

EPC Group implements HIPAA compliance through a multi-layered approach: (1) Business Associate Agreements (BAAs) executed before any PHI access, (2) encryption at rest and in transit for all protected health information, (3) role-based access controls with least-privilege principles, (4) comprehensive audit logging of all data access, (5) annual HIPAA security risk assessments, (6) staff training with documented completion records, and (7) incident response procedures with breach notification protocols aligned to the HITECH Act 60-day notification requirement.

3How should we evaluate Microsoft consulting firms for enterprise projects?

Evaluate firms across 10 criteria: (1) Microsoft partnership tier and active designations, (2) industry-specific compliance experience (HIPAA, SOC 2, FedRAMP), (3) team certifications and tenure, (4) reference customers in your industry, (5) project methodology and QA processes, (6) SLA commitments with breach remedies, (7) IP ownership and data handling policies, (8) scalability of the team for your project size, (9) thought leadership and published expertise, (10) total cost of ownership including post-go-live support. Require a 2-week proof of concept before committing to a full engagement.

4What quality assurance processes does EPC Group follow?

EPC Group follows a Delivery Excellence Playbook that includes: 2-week sprint cycles with client demos, weekly project health checks reviewed by senior leadership, mandatory code reviews and architecture reviews at every milestone, automated testing with 80%+ coverage requirements, UAT sign-off gates before production deployment, post-go-live hypercare periods (typically 4 weeks), and monthly client satisfaction surveys.

5What is the difference between boutique Microsoft consultancies and Global Systems Integrators?

Boutique firms like EPC Group offer senior-level consultants on every engagement (no bench-staffing with juniors), faster decision-making, and deeper Microsoft specialization. GSIs (Accenture, Deloitte, Infosys) offer broader geographic reach, larger team scaling, and brand recognition with procurement departments. For Microsoft-specific projects, a boutique specialist staffs the engagement with certified Microsoft practitioners rather than generalists reassigned from another technology stack.

Ready to Evaluate EPC Group for Your Next Project?

Schedule a 30-minute discovery call with a senior architect. There will be no sales pitch. Please bring your requirements, your RFP checklist, and your toughest questions.

We will demonstrate how we would approach your project.

Start Your Evaluation

Tell us about your project requirements and compliance needs. A senior architect will respond within 4 business hours.

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Business Hours

Monday-Friday, 8 AM - 7 PM CT

Quick Response Guarantee

We respond to all inquiries within one business day

Microsoft Strategy: 2026 Considerations for Trust And Assurance

EPC Group has a history in Microsoft consulting that reaches back to 1997. This experience is crucial because today's Microsoft platform choices build on 25 years of architectural decisions. For example:

Microsoft Solutions Partner status includes six designations: Data & AI, Modern Work, Infrastructure, Security, Digital & App Innovation, and Business Applications. This status replaced the Microsoft Gold Partner program in 2022.

EPC Group held Microsoft Gold Partner status from 2000 until Microsoft retired the program in 2022. We now hold the core Solutions Partner designations.

Microsoft field teams use the designation as a vetting tool for:

Decision factors EPC Group evaluates

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

Related EPC Group Services

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