Case Studies

Real results from real clients. See how we've helped enterprises transform their SharePoint environments.

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Healthcare

Healthcare System Migrates 50TB to SharePoint Online

Challenge

Legacy on-premise SharePoint with HIPAA compliance requirements

Solution

Phased migration with zero downtime and full compliance audit trail

50TB migrated
15,000 users
Zero data loss
40% cost reduction
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Financial Services

Financial Services Firm Achieves SOC 2 Compliance

Challenge

Needed SOC 2 compliant document management with audit capabilities

Solution

Custom SharePoint governance framework with automated retention policies

SOC 2 certified
100% audit compliance
60% faster document retrieval
Reduced risk exposure
Read Full Case Study
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Government

Government Agency Modernizes Intranet

Challenge

Outdated intranet with poor user adoption and accessibility issues

Solution

Modern SharePoint intranet with accessibility compliance and mobile support

300% increase in engagement
WCAG 2.1 compliant
10,000+ daily users
95% satisfaction rate
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Manufacturing

Manufacturing Company Implements Document Control

Challenge

Paper-based quality management system causing compliance issues

Solution

SharePoint-based QMS with automated workflows and version control

ISO 9001 compliant
80% reduction in paper
50% faster approvals
Real-time visibility
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Education

University Deploys Campus-Wide Collaboration

Challenge

Disconnected departments with inconsistent collaboration tools

Solution

Unified SharePoint and Teams deployment with governance framework

25,000 users onboarded
500+ department sites
FERPA compliant
70% adoption rate
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Legal

Law Firm Transforms Matter Management

Challenge

Inefficient matter management and client collaboration processes

Solution

Custom SharePoint matter management solution with client portals

40% efficiency gain
Secure client access
Improved billing accuracy
eDiscovery ready
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Technology

Tech Company Deploys Microsoft Copilot Across SharePoint

Challenge

Enable AI-powered productivity across 8,000+ employees with data governance

Solution

Phased Copilot rollout with comprehensive data preparation and governance framework

8,000 users enabled
35% productivity boost
50% faster document creation
Secure AI adoption
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Retail

Retail Chain Completes Tenant-to-Tenant Migration After Acquisition

Challenge

Merge two SharePoint tenants after $2B acquisition with 90-day deadline

Solution

Accelerated tenant-to-tenant migration with identity mapping and content consolidation

25,000 users migrated
90-day completion
4TB consolidated
Unified collaboration
Read Full Case Study
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Financial Services

Global Bank Implements AI Governance Framework Across SharePoint

Challenge

Regulatory compliance for AI usage in SharePoint with SOC 2 and financial regulations

Solution

Enterprise AI governance framework with automated controls, audit trails, and Microsoft Purview integration

100% AI activity visibility
Zero compliance violations
65% faster compliance audits
$2M regulatory risk mitigation
Read Full Case Study
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Manufacturing

Global Manufacturer Deploys Modern Intranet for 50,000 Employees

Challenge

Replace aging intranet for 50,000 employees across 200+ factories in 40 countries with multilingual support

Solution

Modern SharePoint intranet with Viva Connections, AI-powered search, and real-time translation for frontline workers

50,000 users onboarded
42 languages supported
87% employee engagement
$8M productivity gains
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Energy

Regional Electric Utility Achieves NERC CIP Compliance with SharePoint

Challenge

Compliance documentation scattered across legacy systems with NERC CIP audit failures and safety documentation gaps

Solution

Centralized SharePoint compliance hub with automated controls, audit-ready reporting, and mobile field access

NERC CIP audit passed
60% faster compliance reporting
8,500 employees on one platform
Zero compliance findings
Read Full Case Study
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Professional Services

National Consulting Firm Deploys SharePoint Client Portal and Knowledge Base

Challenge

Client deliverables delivered via email, no knowledge reuse across engagements, proposal development taking 3x longer than competitors

Solution

SharePoint client portal network, AI-powered knowledge base, and automated proposal assembly system

45% faster proposals
500+ client portals deployed
$2.8M estimated annual savings
92% client portal adoption
Read Full Case Study
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Real Estate

Commercial Real Estate Firm Manages 500+ Properties with SharePoint

Challenge

Lease documents and property records scattered across 12 systems with no centralized search, causing deal delays and compliance risks

Solution

Unified SharePoint property document hub with lease lifecycle management, investor portals, and automated compliance tracking

500+ properties centralized
70% faster due diligence
Investor portals for 200+ LPs
100% lease expiration visibility
Read Full Case Study
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Transportation

National Trucking Company Achieves DOT Compliance with SharePoint

Challenge

Paper-based driver qualification files for 800-truck fleet creating DOT audit risk and 20+ hours/week of manual compliance management

Solution

Digital DQ file management, automated compliance alerts, and mobile-first driver access via SharePoint

100% DOT audit compliance
800 trucks managed
75% reduction in compliance admin
Mobile access for 1,000+ drivers
Read Full Case Study
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Financial Services

Regional Bank M&A: Merging Two SharePoint Tenants in 90 Days

Challenge

Two separate Microsoft 365 tenants with conflicting user identities, permissions, and regulatory content post-bank merger

Solution

Tenant-to-tenant migration with identity consolidation, regulatory hold preservation, and zero-disruption cutover during regulatory review period

Two tenants merged into one
3,200 user identities consolidated
All regulatory holds preserved
90-day delivery under regulatory deadline
Read Full Case Study
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Technology

Global Technology Firm Deploys SharePoint Intranet for 12,000 Employees in 14 Countries

Challenge

Fragmented intranets across 14 country offices with no unified employee experience, leading to communication breakdown and cultural fragmentation post-rapid growth

Solution

Modern SharePoint hub site architecture with localized content, multilingual support, Viva Connections employee experience, and department news aggregation

12,000 employees onboarded
14 country offices unified
4x intranet engagement increase
85% employee satisfaction
Read Full Case Study
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Government

Federal Agency Deploys SharePoint in GCC High — FedRAMP High Authorization

Challenge

Migrate 8,500 federal employees from aging SharePoint Server to Microsoft 365 GCC High while maintaining FedRAMP High authorization and handling CUI (Controlled Unclassified Information)

Solution

Phased GCC High deployment with CMMC-aligned information protection, CUI labeling automation, and FedRAMP continuous monitoring integration

8,500 federal employees migrated
FedRAMP High authorization maintained
100% CUI correctly labeled
60% reduction in manual compliance reporting
Read Full Case Study
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Education

University SharePoint Student & Faculty Portal: 40,000-User Academic Environment

Challenge

A major state university with 40,000 students and 4,000 faculty members relied on a decade-old SharePoint 2013 on-premises intranet with unmanageable nested sites, broken links, and department silos. Faculty stored course materials in personal OneDrive folders with no standardization, students had no central portal, and the university faced FERPA compliance exposure: student records stored in general libraries accessible to non-authorized staff with no audit trail.

Solution

EPC Group designed a modern SharePoint Online environment purpose-built for higher education, migrating 2.8 million documents from 847 legacy sites to a structured hub site architecture. A five-hub model was deployed: University Hub, Academic Affairs Hub, Student Services Hub, Administrative Hub, and Research Hub. FERPA compliance was addressed with isolated site collections for student records, sensitivity labels auto-applied via content type, and DLP policies blocking external sharing of student PII. Faculty course collaboration was built on Teams + SharePoint, with each course section receiving a Teams team and connected SharePoint site. Sixty administrative PDF forms were replaced with Power Apps digital workflows.

40,000 students onboarded
96% portal adoption in 30 days
Zero FERPA audit findings
$380K/year infrastructure savings
Read Full Case Study
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Retail

National Retail Chain SharePoint Operations Hub: 1,200 Locations, 85,000 Employees

Challenge

A national retail chain with 1,200 store locations and 85,000 employees had no standardized operations platform. A field audit revealed 34% of store managers operated from outdated policy versions — a compliance liability for EEOC and OSHA. Corporate HR materials were spread across 14 separate SharePoint sites, loss prevention stored sensitive incident reports on unencrypted file shares, and 65% annual employee turnover created constant onboarding demand.

Solution

EPC Group built a three-tier SharePoint hub model connecting all 1,200 locations: a Corporate Hub for company-wide communications and master policy library, 12 Regional Hubs with performance dashboards, and store-level sites for local operations. A Power Automate-driven policy acknowledgment system replaced email distribution — new policies trigger automated notifications with compliance tracking by employee ID, with escalations at 7 and 14 days of non-acknowledgment. Loss prevention incident reports received a dedicated sensitivity label with restricted access and 7-year Purview retention. A Workday-triggered onboarding checklist automated new hire compliance workflows, critical for an organization processing thousands of new hires monthly.

97% policy acknowledgment rate (was 61%)
98% onboarding completion rate
Zero LP data breaches in 18 months
$2M+ compliance risk mitigation
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Nonprofit

National Nonprofit SharePoint Grant Management: $120M in Grants, Zero Audit Findings

Challenge

A national nonprofit managing $120M in annual grant funding across 180 active grants could not efficiently locate documentation during federal audits. One audit cycle required 6 weeks to assemble documents, resulting in 3 grant findings totaling $4.2M at risk. Grant documents were scattered across personal OneDrive accounts, shared drives, and a legacy SharePoint 2016 site. 23% of required progress reports were submitted late due to no centralized deadline tracking.

Solution

EPC Group designed a SharePoint Online grant management platform with a standardized site template provisioned for each of the 180 active grants. Each grant site contained structured libraries: Proposal, Award Documents, Financial Documents, Progress Reports, Correspondence, and a Power Apps Compliance Checklist tracking 2 CFR 200 Uniform Guidance requirements. Metadata standardization across all grants included Grant ID, CFDA/ALN number, grantor, program officer, and report due dates. A Power Automate audit response workflow reduced documentation assembly from weeks to days by pre-linking source documents to auditor request items. A central grant reporting calendar tracked 720 annual deadlines with 30/14/7-day automated alerts. A board portal surfaced grant portfolio data and Power BI impact dashboards for executive stakeholders.

Zero federal audit findings (was 3 findings, $4.2M at risk)
Late report rate 23% → 2%
3 FTE reassigned from admin to programs
95% faster audit documentation
Read Full Case Study

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