Name

EPC Group

Legal name

EPC Group

Website

https://epcgroup.net

Company type

Private

Founded year

1997

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Enterprise Microsoft Consulting Services

NAICS

Management Consulting Services (54161), Custom Computer Programming Services (541511)

SIC

Services-Computer Programming, Data Processing, Etc. (7370), Services-Management Consulting Services (8742)

akta.pro primary industry

Enterprise Performance Management (EPM) & FP&A Platforms (HDAEAEAK)

akta.pro secondary industry

Core ERP Suites (Financials, Procurement, Projects) (HDAEAEAA)

Keywords

• Microsoft consulting services
• Power BI consulting
• SharePoint migration
• Microsoft 365 Copilot deployment
• M&A tenant migration

Headquarters

HQ city

Houston

HQ country

United States

HQ region

North America

Offices6 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Fixed-Fee Project Engagements: Lump-sum, scope-defined Microsoft consulting projects ranging from $50K to $500K, including migrations, Copilot deployments, Power BI dashboard builds, and compliance implementations.
2. Managed Microsoft Services Retainers: Recurring monthly managed-services contracts across three tiers — Essentials ($3,500/month), Professional ($7,500/month), and Enterprise ($15,000+/month) — providing ongoing Microsoft 365, Power BI, and Fabric operations support.
3. Fractional / Virtual CISO & CIO Advisory Retainers: Recurring monthly advisory retainers for vCAIO Advisory ($5,000–$10,000/month), vCAIO Fractional ($15,000–$25,000/month), and vCAIO Transformation ($30,000–$50,000/month), delivering senior leadership capacity on demand.
4. Hourly Senior-Architect Consulting: Time-and-materials consulting billed at $150–$500/hour for short-duration discovery, assessment, and advisory work that precedes or supplements a fixed-fee engagement.

Pricing tiers

Go-to-market motion3 records

Distribution channels4 records

Marketing channels8 records

Core offering

EPC Group is a senior-architect-led Microsoft consulting firm that designs, deploys, migrates, governs, and operates Microsoft 365, Power BI, Microsoft Fabric, Microsoft 365 Copilot, SharePoint, Microsoft Purview, Dynamics 365, and Azure environments for Fortune 500 enterprises, federal agencies, healthcare and financial institutions, and private equity portfolio companies. The firm sells fixed-fee project engagements, recurring managed Microsoft services, and fractional vCAIO (Virtual Chief AI Officer) advisory retainers, and productizes its delivery through proprietary frameworks including the AI Decision Intelligence Framework and a 7-Phase Engagement Operating Model.

Product overview

EPC Group is a Microsoft-focused consulting firm delivering a single integrated Microsoft platform offering — spanning Microsoft 365, Microsoft Copilot, Power BI, Microsoft Fabric, SharePoint, Microsoft Purview, Dynamics 365, and Azure — organized around a 7-Phase Engagement Operating Model (Define → Diagnose → Design → Deliver → Defend → Detect → Drive) and reinforced by the AI Decision Intelligence Framework, the AI Governance suite (including Agentic AI Governance and AI Identity Security), the vCAIO advisory practice, and 24/7 Managed Microsoft Services. Layered on top are productized accelerators (30-Day Copilot Rollout Accelerator, 90-Day Power BI Stand-Up, 90-Day Copilot Hardening, The 90-Day Rescue, Copilot Deployment Package, Cafeteria-Menu Microsoft Purview and Copilot Security Package, AI Readiness Assessment) and specialized practices for M&A tenant migration (with the Regulated-Industry M&A M365 Migration variant) and Private Equity portfolio standardization.

Differentiator

Problem solved

Functional benefit

Products and services

• Microsoft Power BI Consulting End-to-end consulting for Microsoft Power BI, including the 90-Day Power BI Stand-Up accelerator, semantic model design, DAX optimization, governance, and adoption of the AI Decision Intelligence Framework on top of Power BI dashboards for enterprise analytics buyers.
• Microsoft Fabric Consulting Consulting and implementation services for Microsoft Fabric, covering OneLake, Synapse, Data Factory, and downstream analytics, with the AI Decision Intelligence Framework layered on top to convert dashboards into proactive decision platforms.
• SharePoint Consulting SharePoint Online architecture, migration, governance, and SharePoint Agents design services, including Copilot Agents vs traditional SharePoint workflows positioning for enterprises modernizing collaboration.
• Microsoft 365 Copilot Consulting Strategy, readiness, deployment, and hardening services for Microsoft 365 Copilot, including AI Readiness Assessment, 30-Day Copilot Rollout Accelerator, 90-Day Copilot Hardening, and the Copilot Deployment Package.
• Microsoft Purview & Data Governance Consulting Implementation of Microsoft Purview for information protection, data loss prevention, retention, and AI-related data governance, including the Cafeteria-Menu Microsoft Purview and Copilot Security Package.
• Microsoft 365 Consulting
• Managed Microsoft Services 24/7 Around-the-clock managed service for Microsoft 365, Azure, Power Platform, and Copilot environments, covering monitoring, patching, identity hygiene, and ongoing optimization at three retainer tiers.
• vCAIO (Virtual Chief AI Officer) Services Fractional executive advisory offering that embeds a vCAIO into client organizations to set AI strategy, governance, and adoption roadmaps aligned to regulatory and risk requirements, with three retainer tiers.
• AI Governance Governance, risk, and compliance offering covering Microsoft 365 Copilot, Copilot Agents, Azure OpenAI, and other AI workloads; includes NIST AI RMF, ISO 42001, EU AI Act alignment, and the Cafeteria-Menu Purview and Copilot Security Package.
• Agentic AI Governance Sub-offering of AI Governance focused on agentic AI systems (Copilot Agents built in Copilot Studio) with explicit oversight, audit trails, kill-switch controls, and knowledge-source governance.
• AI Identity Security Sub-offering of AI Governance focused on AI-specific identity risks, covering Entra ID, conditional access for Copilot, token hygiene, and protection against prompt-injection and shadow-agent behavior.
• M&A Microsoft 365 Tenant Migration Practice Dedicated practice for mergers, acquisitions, and divestitures covering Exchange Online, OneDrive, SharePoint Online, Teams, Power BI, Power Platform, Purview, Entra ID, Defender, Intune, Viva, and Copilot migrations, fluent across Quest, AvePoint Fly, ShareGate, BitTitan, and native Microsoft Cross-Tenant Migration.
• Private Equity Microsoft Practice Portfolio-wide Microsoft 365 standardization and consolidation service for private equity firms and portfolio companies, codified in the PE Microsoft 365 Standardization Playbook.
• AI Decision Intelligence Framework EPC Group's productized AI framework that integrates with Microsoft Power BI and Microsoft Fabric across six layers — conversational analytics, visual intelligence, predictive analytics, multi-model integration, data enrichment, and decision automation — to transform dashboards into proactive decision platforms.
• 7-Phase Engagement Operating Model Fixed engagement sequence — Define → Diagnose → Design → Deliver → Defend → Detect → Drive — that wraps every EPC Group engagement, underpinning M&A, PE, Copilot, Fabric, and AI Governance engagements.
• 30-Day Copilot Rollout Accelerator Time-boxed deployment accelerator that moves clients from kickoff to live Microsoft 365 Copilot rollout in approximately 30 days, including readiness assessment, pilot, and adoption metrics.
• 90-Day Power BI Stand-Up Time-boxed accelerator that stands up an enterprise Power BI environment in approximately 90 days, including semantic modeling, governance, and adoption of the AI Decision Intelligence Framework.
• 90-Day Copilot Hardening Time-boxed engagement that hardens an existing Microsoft 365 Copilot deployment over approximately 90 days, including governance, identity, data, and agent risk controls.
• The 90-Day Rescue Recovery engagement for stalled or at-risk Microsoft 365, Power Platform, or Copilot projects, scoped to roughly 90 days with an emphasis on stabilizing governance and delivery.
• AI Readiness Assessment Diagnostic assessment that evaluates an organization's data, identity, governance, and adoption readiness for Microsoft 365 Copilot, Copilot Agents, and the AI Decision Intelligence Framework.
• Copilot Deployment Package Pre-scoped deployment package for Microsoft 365 Copilot covering licensing, identity (Entra ID), Purview data controls, pilot, and adoption enablement.
• Cafeteria-Menu Microsoft Purview and Copilot Security Package Pre-scoped, modular security package covering Microsoft Purview information protection, DLP, retention, and Copilot-specific security controls, configurable per client maturity and risk profile.
• Dynamics 365 Consulting Consulting for Microsoft Dynamics 365 across customer engagement and finance and operations workloads, integrated into the broader Microsoft 365, Power Platform, and AI Governance offerings.
• Azure Cloud Services Architecture, landing zone, migration, FinOps, and modernization services for Microsoft Azure, including continuous cost governance via anomaly detection and rightsizing.

Named customers8 records

Segments8 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration12 records

AI capability14 records

Feature6 records

Partnerships

Seven partnerships are on record, tiered flagship, core and minor.

• MicrosoftflagshipStrategic or Co-development PartnerMicrosoft Solutions Partner with all six designations (Data & AI, Modern Work, Infrastructure, Security, Digital & App Innovation, and Business Applications), Microsoft MVP status held by the CEO, Microsoft Press authored content, and ongoing co-sell motion through Microsoft account teams.
• ShareGatecoreTechnology or IntegrationShareGate migration tooling is used as part of the firm's SharePoint and Microsoft 365 migration toolchain for SharePoint Online migration engagements.
• AvePointcoreTechnology or IntegrationAvePoint Fly and Migrator tooling is used as part of the firm's SharePoint and Microsoft 365 migration toolchain, including regulated-industry and FedRAMP-aligned engagements.
• Quest (On Demand Migration)coreTechnology or IntegrationQuest On Demand Migration is used within the firm's M&A Microsoft 365 tenant-to-tenant migration toolchain to execute 216+ post-close migrations.
• BitTitan (MigrationWiz)coreTechnology or IntegrationBitTitan MigrationWiz is used for cloud-to-cloud migrations including Google Workspace to Microsoft 365 (625+ migrations completed) and tenant-to-tenant transfers.
• Microsoft PressminorOEM/ Whitelabel/ Licensing PartnerMicrosoft Press is the publisher of four books authored by EPC Group CEO Errin O'Connor covering SharePoint, Power BI, and Microsoft 365 topics.
• M&A Advisory Firms (14+ partners)coreGTM or Marketing PartnerA coalition of more than 14 M&A advisory firms refers post-close Microsoft 365 tenant migration work to EPC Group and co-engages on Day-1 integration planning for clients.

Scale indicators16 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Avanade: Avanade is the largest pure-play Microsoft consulting firm, a joint venture between Accenture and Microsoft. It is the most direct competitor to EPC Group, delivering Microsoft 365, Azure, Power BI, Dynamics 365, and Copilot services to enterprise and regulated-industry customers at significantly larger scale.
• Slalom: Slalom is a major Microsoft-focused consulting firm with deep Power BI, Microsoft Fabric, Azure, and M365 practices serving mid-market and enterprise customers. It competes head-to-head with EPC Group on regional enterprise pursuits and Microsoft co-sell deals.
• Perficient: Perficient (now part of EQT/CD&R) is a digital consultancy with a strong Microsoft Gold/Solutions Partner practice spanning Power BI, SharePoint, Azure, and Dynamics 365. It targets similar enterprise and regulated-industry customers with a comparable Microsoft-first delivery model.
• Hitachi Solutions: Hitachi Solutions is a Microsoft-focused consultancy with strong Dynamics 365, Power BI, and Azure practices serving enterprise customers globally. It directly overlaps with EPC Group on Microsoft-centric ERP and analytics consulting engagements.
• Insight Enterprises: Insight Enterprises combines IT hardware/software distribution with a sizable Microsoft consulting services arm covering Azure, M365, and Power Platform. Its services business directly competes with EPC Group on enterprise Microsoft deployments.

Broad incumbents

• Accenture: Accenture is the parent of Avanade and operates a massive Microsoft business across all six Solutions Partner areas at global scale. It competes with EPC Group on large enterprise and regulated-industry deals and dwarfs EPC Group in headcount, geography, and balance sheet.
• Deloitte: Deloitte's Microsoft practice spans Azure, Dynamics 365, Power Platform, and Copilot deployments for Fortune 500 and federal clients. As a Big 4 firm, it overlaps with EPC Group on regulated-industry Microsoft consulting where compliance depth and audit readiness matter.
• Capgemini: Capgemini operates a sizable Microsoft business across M365, Azure, Power BI, and Dynamics 365, including the acquired Maestro/Desired Effect practices. It competes with EPC Group on large multi-tower enterprise transformation pursuits.
• Cognizant: Cognizant is a global IT services firm with a Microsoft-focused Modern Workplace, Azure, and Data & AI practice serving enterprise and regulated customers. It is a comparable large-scale competitor on multi-year enterprise Microsoft engagements.
• Wipro: Wipro delivers Microsoft Cloud, M365, and Data & AI services to enterprise customers globally with significant offshore delivery capacity. It is a competitor on large enterprise Microsoft pursuits where global delivery scale and cost structure matter.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/epcgroup
• LinkedInlinkedin.com/company/epc-group-net-

Compliance24 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about EPC Group