EPM Strategy
EPM Strategy is a U.S. consulting firm delivering Microsoft Power BI and Microsoft Project consulting, training, implementation, staff augmentation, and managed services to enterprise and mid-market clients across multiple industries, operating as a Microsoft Power BI Partner and PMI Registered Consultant Provider.
- Company typePrivate
- Founded2014
- HeadquartersAlameda, United States
- Headcount51–100
- GTM typeB2B
- OfferingServices
What EPM Strategy does
EPM Strategy is a U.S. professional services firm specializing in consulting, training, and implementation services for Microsoft Power BI and the Microsoft Project ecosystem (Project Desktop, Project Server, Project Online, and Project for Web). The firm serves enterprise and mid-market clients across manufacturing, pharmaceutical, consumer products, retail, aeronautics, and oil and gas, delivering engagements that range from single-report creation to enterprise-wide Power BI adoption and migrations, including migration of Power BI tenants to Microsoft Fabric. It is a Microsoft Power BI Partner and holds Microsoft's Silver Project and Portfolio Management competency, and it is a Project Management Institute (PMI) Registered Consultant Provider (RCP) and Registered Education Provider (REP), with staff holding PMP and OPM3 certifications.
The company's offerings span consulting (Power BI implementation, PMO setup, OPM3 maturity assessments, organizational change management, audits and reviews), contracting and managed services (multi-year maintenance and administration of Power BI tenants), staff augmentation (placement of BI and project management consultants), packaged implementations (Project in a Week, with defined Package A and B tiers), and public training classes sold via Eventbrite. Knowledge resources include a long-running blog (active since 2009), white papers on Microsoft Project versions and project management topics, and MPUG webinar content. Core technology is Microsoft Power BI and Microsoft Project Server/Online; no proprietary software product or public API is offered.
EPM Strategy generates revenue primarily through professional services and managed services, with pricing for most engagements being quote-based. Distribution combines direct enterprise sales (consulting, staff augmentation, contracting) with a self-serve channel (Eventbrite training) and content marketing (blog, white papers, webinars). The firm is privately held with no disclosed external funding, no parent company, and no subsidiaries; it operates with a headcount of 51-100.
EPM Strategy firmographics
Firmographics- Name
- EPM Strategy
- Legal name
- EPM Strategy
- Website
- https://epmstrategy.com
- Company type
- Private
- Founded year
- 2014
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- EPM Strategy is a U.S. consulting firm delivering Microsoft Power BI and Microsoft Project consulting, training, implementation, staff augmentation, and managed services to enterprise and mid-market clients across multiple industries, operating as a Microsoft Power BI Partner and PMI Registered Consultant Provider.
- Ownership category
- akta.pro rank
EPM Strategy industry classification
Industry- Product category
- Business Intelligence and Project Management Consulting
- NAICS
- Management Consulting Services (54161), Administrative Management and General Management Consulting Services (541611), Other Management Consulting Services (541618)
- SIC
- Services-Management Consulting Services (8742), Services-Management Services (8741), Services-Computer Integrated Systems Design (7373)
- akta.pro primary industry
- Application Performance Engineering & Observability (APM) (BPAEAFAK)
- akta.pro secondary industry
- Enterprise Risk Management (ERM) Advisory (BPAHAFAA)
Keywords
Where EPM Strategy is headquartered
LocationHeadquarters
- HQ city
- Alameda
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
EPM Strategy business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Consulting Services: Professional consulting services for Power BI implementation, configuration, and project management. Includes short-term and long-term engagements.
- Contracting/Maintenance Agreements: Medium and long-term maintenance agreements for reporting solutions, report maintenance, and administration. Provides ongoing Power BI tenant management.
- Staff Augmentation: Placement of skilled individuals for long-term contracts or short-turn projects in Business Intelligence, Power BI, and Project Management.
- Project Implementation Packages: Package-based implementations for Microsoft Project Online including technology setup and business process configuration.
- Training Services: Online and in-person training classes for Power BI, Microsoft Project, and project management methodologies. Classes sold via Eventbrite registration.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| One time/ perpetual license | Multi-year contract | Package A - Turn on Technology |
| One time/ perpetual license | Multi-year contract | Package B - Turn on Business Process |
| Other | Multi-year contract | Contracting/Maintenance Services |
| Other | Pay-as-you-go | Online Training Classes |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels5 records
EPM Strategy product offering
Product offeringCore offering
EPM Strategy is a consulting firm that provides professional services around Microsoft Power BI and Microsoft Project technologies. Its core offerings include Power BI consulting and implementation, Microsoft Project consulting, OPM3-based organizational project management maturity assessments, PMO setup, audits and reviews, staff augmentation, contracting/maintenance agreements, and online training classes.
Product overview
EPM Strategy is a consulting and services company specializing in Microsoft Power BI and Microsoft Project tools. Their offerings are structured as a portfolio of professional services rather than a unified software product. The core service portfolio includes Power BI consulting and implementation (covering report creation, dashboards, data modeling, administration, and training), Microsoft Project consulting (spanning Project Desktop, Project Server, Project Online, and Project for Web), and organizational project management maturity assessments using OPM3 methodology. These are complemented by specialized services including Audits and Reviews, Contracting/Maintenance agreements, Staff Augmentation, and Online Training Classes. The company also provides free knowledge resources including videos/webinars, white papers on Microsoft Project, and blog posts on Power BI topics. As a Microsoft Power BI Partner and Silver Project and Portfolio Management competency holder, they operate as a services-focused organization rather than a software product company.
Differentiator
Problem solved
Functional benefit
Products and services
- Microsoft Power BI Services Comprehensive Microsoft Power BI consulting, training, and implementation services including report creation, dashboard development, data modeling, Power BI administration, installation (Desktop, Cloud, Report Server), and migration from other data systems to Power BI. Targeted at organizations adopting or scaling Power BI.
- Microsoft Project Consulting Consulting services for Microsoft Project Desktop, Project Server, Project Online, and Project for Web covering implementation, configuration, customization, template creation, and administration support for organizations using Microsoft Project platforms.
- Organizational Project Management Maturity (OPM3) Assessment Assessment and consulting services using the Organizational Project Management Maturity Model (OPM3) for evaluating and developing capabilities in Portfolio, Program, and Project Management across organizations.
- Project Management Office (PMO) Consulting Analysis, configuration, process design, and training for establishing or improving Project Management Offices, including governance determination, process documentation, and organizational training for PMO setup.
- Organization Change Management Consulting Consulting services addressing organizational change preparedness including sponsorship assessment, organizational stress evaluation, communications planning, capabilities and readiness assessment, risk analysis, and gap remediation planning.
- Audits and Reviews Audit services including Organizational Project Management Assessment, single Project/Program/Portfolio Audit, Microsoft Project Technical Audit, Microsoft Project Procedural Audit, and Pre-Project Change Assessment for organizations needing evaluation of existing practices.
- Power BI Contracting Services Medium to long-term maintenance agreements for reporting solutions, report maintenance, and administration of Power BI tenants, including building initial models, ongoing maintenance, and training internal resources.
- Staff Augmentation Skilled temporary staffing for Business Intelligence, Power BI, Project Management, and Microsoft Project positions, with both on-site and remote placement options for organizations needing specialized talent.
- Online Power BI Training Classes Public online training classes covering Power BI topics including Admin Portal, Date Table creation, Data Relationships and Keys, Power BI Desktop Options, Power BI Visuals selection, and Power Query/M Language, sold via Eventbrite.
- Project in a Week Quick-start Microsoft Project Online implementation packages: Package A covers basic technology setup with administrative license, user configuration, and basic templates; Package B adds business process configuration with additional enterprise project types and custom fields.
- Support Services Ongoing support for Power BI, Project Management, Organizational Project Management, Program Management, Portfolio Management, and Technology needs delivered as a service subscription.
Quantifiable outcome
- 94% of organizations stated that implementing project management added value: ROI = 25%, Time to Market = 15%, Productivity = 15%, Project/Process Performance = 20%
Companies that use EPM Strategy
Customer profileNamed customers1 record
Segments9 records
Ideal customer profiles3 records
EPM Strategy technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature4 records
EPM Strategy partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core and minor.
- Project Management Institute (PMI)coreEPM Strategy is actively involved with PMI at national and local levels. They hold Registered Consultant Provider (RCP) status and are listed in the PMI Consultant Registry. They also hold Registered Education Provider (REP) status allowing them to issue Professional Development Units (PDUs).
- MicrosoftcoreEPM Strategy is a Microsoft Partner with Silver Project and Portfolio Management competency and Power BI Partner designation. They specialize in Microsoft Project Server, Project Online, and Power BI technologies.
- MPUG (Microsoft Project Users Group)minorEPM Strategy has a strategic partnership with MPUG. Individuals at EPM Strategy have presented for MPUG international webinars and local chapter meetings. MPUG is the official Industry Association for Microsoft Project.
Scale indicators3 records
Recent moves6 records
Expansion highlights5 records
EPM Strategy competitors and assessment
Company assessmentBroad incumbents
- Avanade: Joint Accenture-Microsoft venture and the largest pure-play Microsoft technology services firm. Highly comparable as a Microsoft Power BI and Dynamics 365 consulting partner, but operates at materially larger scale with global delivery.
- Accenture: Global professional services giant with a Microsoft Business Group and large-scale Power BI / data analytics delivery practice. Comparable as a competing provider of BI and PPM consulting, though operating across many technology stacks at much larger scale.
Direct peers
- Hitachi Solutions: Global Microsoft-focused consulting firm with deep Power BI, Dynamics 365, and Project/NPS practices. Closely comparable on the Microsoft Project/PPM + BI consulting intersection, though with international delivery footprint.
- Neal Analytics: Microsoft Gold Partner specializing in Power BI, data engineering, and AI on the Azure platform. Direct peer with similar BI implementation and managed services offerings, though more emphasis on data engineering and AI.
- Catapult Systems: Microsoft-focused IT consulting firm delivering Power BI, Azure, and Microsoft 365 solutions to enterprise clients. Directly comparable as a Microsoft partner offering BI implementation and managed services, though larger and broader in scope.
- Pragmatic Works: Microsoft data platform consultancy offering Power BI consulting, training classes, and bootcamps. Closely comparable on the consulting-plus-training revenue model and Microsoft BI focus, though broader on SQL Server and Azure data services.
- BlueGranite: US Microsoft-focused data and analytics consultancy with Power BI and Azure data platform expertise. Directly comparable as a mid-size Power BI consulting firm serving similar enterprise use cases.
- MAQ Software: Microsoft Gold Partner specializing in Power BI, data analytics, and AI implementation services. Direct peer offering similar report development, dashboarding, and migration consulting to enterprise clients on Power BI.
- Slalom: US-focused technology and business consulting firm with strong Microsoft partnership and dedicated Power BI / data analytics practice. Directly comparable as a mid-size Microsoft BI and PPM consulting competitor, though with broader industry coverage and larger headcount.
Others
- MPUG (Microsoft Project Users Group): Official industry association for Microsoft Project with which EPM Strategy has a strategic partnership. Not a direct competitor but a peer entity in the Microsoft PPM ecosystem where EPM Strategy contributes content and presenters.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
EPM Strategy social profiles
Digital presenceEPM Strategy financial estimates
Financial estimateRevenue estimate
Valuation estimate
EPM Strategy leadership team
Management profileNumber of profiles
Profiles5 records
EPM Strategy funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
EPM Strategy M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about EPM Strategy
What does EPM Strategy do?
EPM Strategy is a consulting firm that provides professional services around Microsoft Power BI and Microsoft Project technologies. Its core offerings include Power BI consulting and implementation, Microsoft Project consulting, OPM3-based organizational project management maturity assessments, PMO setup, audits and reviews, staff augmentation, contracting/maintenance agreements, and online training classes.
Is EPM Strategy a public or private company?
EPM Strategy is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was EPM Strategy founded?
EPM Strategy was founded in 2014. It employs 51 to 100 people.
Where is EPM Strategy based?
EPM Strategy is headquartered in Alameda, United States, in the North America region.
How does EPM Strategy make money?
Five revenue lines are on record. Consulting Services are the primary driver. The others are contracting/Maintenance Agreements, staff Augmentation, project Implementation Packages and training Services.
Who are EPM Strategy's main competitors?
Broad incumbents on record are Avanade and Accenture. Direct peers are Hitachi Solutions, Neal Analytics, Catapult Systems, Pragmatic Works, BlueGranite, MAQ Software and Slalom. MPUG (Microsoft Project Users Group) is listed as an others.
Does EPM Strategy have an API?
No public API is recorded for EPM Strategy.
What industry is EPM Strategy in?
EPM Strategy's product category is Business Intelligence and Project Management Consulting. Its primary akta.pro industry code is BPAEAFAK, Application Performance Engineering & Observability (APM), with a secondary code of BPAHAFAA, Enterprise Risk Management (ERM) Advisory. Its NAICS code is 54161 and its SIC code is 8742.