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EPC Group Celebrates Milestones of Over 5,200 SharePoint Implementations and 1,500 Microsoft Power BI Projects

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HOUSTON, Oct. 21, 2024 /PRNewswire/ — EPC Group, the second oldest Microsoft Gold Partner in North America, proudly announces the successful completion of over 5,200 SharePoint implementations and 1,500 Microsoft Power BI projects worldwide. These significant milestones underscore the company’s unwavering commitment to delivering innovative Microsoft solutions and exceptional service to organizations across various industries.

 

EPC Group’s founder, Errin O’Connor, has been a driving force behind the firm’s success. As the author of four Microsoft Press best-sellers on SharePoint, Power BI, and Microsoft 365, including the official Microsoft Press book “Power BI Dashboards – Step by Step,” O’Connor’s influence on the BI landscape is well-known. His Power BI book, an Amazon best-seller, is often cited as a go-to resource for Power BI enthusiasts and professionals alike, reinforcing the statement that “EPC Group literally wrote the book on Microsoft Power BI.” Errin is also working on a new publication on Artificial Intelligence (AI) best practices and implementation services. In addition, O’Connor is launching a new 40+ hour YouTube AI Series, sharing his extensive knowledge on AI technologies, best practices, and implementation strategies.

O’Connor humorously reflects, “Intranets, content management systems, collaboration, extranets, custom on-prem SharePoint to SharePoint Online, upgrades from every single version of SharePoint, the dreaded ‘double or triple hop migrations’ as they’re called—we’ve been there. From SharePoint Designer, WSS, custom web parts, AvePoint, Nintex, custom K2 configurations, handling hundreds and hundreds of terabytes—we’ve tackled SharePoint projects at large corporations, small businesses, the FBI’s SharePoint migration, the NSA, NIH, the Continental Airlines and United Airlines merger, to a small dental practice down the road. We’ve seen and done it all.

“One of the most surreal experiences was working on a SharePoint project many years ago at the National Archives. After countless hours debating metadata strategies with one of the head archivists, I was given a private tour of the Preservation Vaults. Seeing the Emancipation Proclamation and the first draft of the Constitution felt like a moment frozen in time. Besides the birth of my sons, it’s one of the most memorable experiences of my life.

“On a lighter note, while working on implementing SharePoint at the seven main NASA centers, I got to suit up in attire that prevents contamination and saw one of the rovers from the Mars Rover program up close. It’s amazing how IT and these systems and getting to work with so many clients over the years on just a human level, allowed me to see some of the coolest things in person that I can tell my kids about.”

EPC Group’s journey with SharePoint began in 2000 when its founder, Errin O’Connor, was part of the SharePoint Beta Team during Microsoft’s Project Tahoe. This early involvement provided EPC Group with unique insights that have shaped their SharePoint solutions over the past two decades.

Further setting EPC Group apart, the company was also involved in the initial development stages of Power BI. In 2010, EPC Group participated as part of the Microsoft Power BI Beta team. Power BI, originally known under the code name “Project Crescent,” was envisioned as a replacement for Microsoft’s SQL Server Reporting Services (SSRS) and was incorporated into SQL Server Codename Denali in July 2011. This early engagement allowed EPC Group to develop deep expertise in Power BI, benefiting clients with advanced business intelligence solutions.

Leading in AI Consulting: A Focus on Microsoft 365 Copilot and Beyond

As North America’s leading AI consulting firm, EPC Group is at the helm of AI innovation, offering services that span 14 of the top Artificial Intelligence solutions, including Microsoft 365 Copilot, Gemini, OpenAI, and many others. These AI-driven tools are transforming the way businesses operate, enabling organizations to streamline workflows, make data-driven decisions, and enhance enterprise efficiency. EPC Group’s consulting services focus on integrating AI into businesses’ existing infrastructures, ensuring they can leverage the full potential of AI technologies to drive growth and innovation.

Errin O’Connor remarked, “Our involvement with multiple AI solutions allows us to provide tailored strategies that meet the unique needs of each client. By integrating technologies like Microsoft 365 Copilot, Gemini, and OpenAI, we’re helping organizations harness the power of AI to transform their operations and stay ahead in a rapidly evolving technological landscape.”

John Cassidy, EPC Group’s Chief Revenue Officer, added, “As we enter the new age of artificial intelligence, the role of a Virtual Chief Artificial Intelligence Officer (VCAIO) has become critical for businesses aiming to leverage AI effectively. Our VCAIO services provide strategic AI leadership, helping organizations navigate the complexities of AI integration and ensuring that their AI initiatives align with their overall business objectives. Given the limited talent pool capable of fulfilling this role, EPC Group’s VCAIOs are among the most skilled in North America, ready to guide businesses through their AI journey and ensure their Microsoft 365 Copilot initiatives are executed flawlessly.”

EPC Group’s Commitment to AI and VCAIO Services

Building on their legacy of innovation, EPC Group integrates advanced AI technologies into their SharePoint and Power BI efforts, enhancing collaboration, efficiency, and data analytics for their clients. By offering Virtual Chief Artificial Intelligence Officer (VCAIO) services, EPC Group provides businesses with strategic AI leadership without the overhead of a full-time executive. Their VCAIOs specialize in AI, focusing on how AI can be integrated into every aspect of the business to drive growth, efficiency, and competitive advantage.

Pioneering M&A Cloud Consolidation – “Tenant to Tenant Migrations”

EPC Group continues to dominate the AI space and pioneer M&A Cloud Consolidation through its proprietary tools and methodologies. The company specializes in consolidating on-premise, hybrid, and cloud systems—including G-Suite, Dropbox, on-premise file shares, disparate systems uncovered during M&A efforts that were previously unknown, and legacy infrastructures—into unified, secure Microsoft 365 tenants. With a focus on proper governance, encryption, and on-time delivery, EPC Group ensures seamless migrations that meet both regulatory and shareholder expectations. EPC Group has recently completed a 34-company acquisition and full migration into one centralized new company’s Microsoft 365 tenant.

“EPC Group’s industry-leading approach allows acquiring companies to centralize IT operations by securely migrating systems from various source environments into a new and compliant Microsoft 365 tenant,” said Errin O’Connor. “Our focus on proper governance, encryption, and on-time delivery ensures that businesses can innovate confidently while maintaining the highest standards of security and compliance.”

Key Milestones and Recent Achievements:

Over 5,200 SharePoint Implementations: Demonstrating extensive experience and a proven track record in delivering SharePoint solutions.Over 1,500 Microsoft Power BI Projects: Showcasing deep expertise in business intelligence and data analytics.Authored Four Microsoft Press Best-Sellers: Including the official Microsoft Press book “Power BI Dashboards – Step by Step.”Launching a 40+ Hour YouTube AI Best Practices & Implementation Series: Sharing extensive knowledge on AI technologies, best practices, and implementation strategies.Early Contributor to Microsoft Technologies: Part of the original SharePoint Beta Team (Project Tahoe) and the Power BI Beta team (Project Crescent).Leading in AI Consulting: Offering services across 14 top AI solutions, including Microsoft 365 Copilot, Gemini, OpenAI, and more.Providing VCAIO Services: Offering Virtual Chief Artificial Intelligence Officer services to guide businesses through their AI journey.Pioneers in M&A Cloud Consolidation: Leading the industry with AI-driven tenant migrations and secure cloud consolidation.Second Oldest Microsoft Gold Partner in North America: Reflecting a longstanding partnership and deep expertise in Microsoft technologies.G2 Leader Recognition: Named a Leader in G2’s “Grid for Business Intelligence (BI) Consulting Providers – Fall 2024,” as one of the top Power BI consulting firms in North America.

About EPC Group

Founded in 1997, EPC Group is North America’s premier AI and business intelligence consulting firm with over 27 years of experience. As the second oldest Microsoft Gold Partner in North America, the company specializes in Microsoft 365, SharePoint, Azure, Power BI, data warehouse, Fabric, advanced AI solutions, VCAIO services, and M&A cloud consolidation. EPC Group has completed thousands of SharePoint and Power BI engagements for a diverse range of clients—from small and mid-sized organizations to large-scale enterprise rollouts.

EPC Group’s team of experts is dedicated to empowering organizations through technology, enhancing productivity, and driving business growth. Their involvement with Microsoft 365 Copilot, Gemini, OpenAI, and other AI technologies positions EPC Group at the forefront of digital transformation. The firm’s Virtual Chief Artificial Intelligence Officer services provide strategic AI leadership, helping businesses navigate the complexities of AI integration and ensuring their AI initiatives align with their overall objectives.

For more information about EPC Group’s, visit www.epcgroup.net or Contact Us at contact@epcgroup.net.

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SOURCE EPC Group

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Annexus Health Unifies Patient Financial Assistance with Connected, End-to-End Platform

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Built on AssistPoint®, the Annexus Platform connects patient assessment and enrollment, claims management, and ongoing funding management to help patients start treatment sooner and enable healthcare providers to improve reimbursement performance

CRANBERRY TOWNSHIP, Pa., Nov. 10, 2026 /PRNewswire/ — Annexus Health today announced the launch of the Annexus Platform, designed to help healthcare providers identify, secure, and manage patient financial assistance throughout treatment. Built on the proven foundation of the AssistPoint software, the Platform uses AI and automation within existing provider workflows to match patients with assistance opportunities, enroll patients in financial assistance programs, manage claims, and maintain funding across the course of care.

Provider organizations can manage the Platform using their own teams, share workflow execution with Annexus, or outsource financial assistance operations through Annexus Managed Services. The Platform works alongside existing provider systems and requires no upfront capital investment.

Financial toxicity, or the financial distress caused by medical costs, can put needed treatment out of reach, especially in specialty care. Even with health insurance, patients with cancer can face out-of-pocket costs that disrupt access to care, according to the National Cancer Institute.

Financial assistance can help, but provider teams often manage program requirements, applications, claims, and renewals through a patchwork of spreadsheets, manual processes, and separate program portals. That fragmented administrative work leaves less time to help patients understand their options and secure support before costs become a barrier to care. Assistance efforts can also be reactive, beginning only when a patient asks for help. As a result, eligible patients can be overlooked and available funding can go unused. Delays in assistance can affect treatment starts and adherence, while unresolved claims can delay provider reimbursement.

Founded in 2017, Annexus pioneered software-as-a-service technology to connect provider workflows with financial assistance programs. As its network expanded beyond community oncology into infusion centers, specialty pharmacies, home infusion, and health systems, the company added operational services to support provider needs. The Platform and Annexus Managed Services build on that experience to help organizations manage the full financial assistance lifecycle at scale.

“Since partnering with Annexus Health, we’ve seen a significant evolution in how we support patients and manage financial assistance,” said Dr. Jeff Vacirca, CEO of New York Cancer & Blood Specialists. “The Annexus Platform helps us connect patients to manufacturer co-pay assistance and foundation funding, and with Annexus Managed Services, we’ve been able to extend that impact even further by strengthening our revenue cycle processes and achieving outcomes we hadn’t thought possible.”

Three Connected Workflows
The Platform brings treatment orders, assistance applications, claims, and funding information together across provider systems, including electronic health record, practice management, billing, infusion, and pharmacy systems. This connection supports three core workflows:

Initial Patient Assessment: Automatically screens every treatment order and uses AI to help match patients with thousands of financial assistance opportunities, including all manufacturer co-pay programs and charitable foundation programs across high-cost specialty therapeutics. The Platform advances likely matches through an organized enrollment processing workflow, helping teams manage applications and track status and outcomes.Claims Management: Uses automation and AI-supported matching to review medical benefit claims from provider systems and identify those that may qualify for reimbursement through assistance programs. The Platform then helps teams prepare, submit, track, and resolve eligible claims, with final documentation returned to the provider’s billing system.Ongoing Patient Management: Monitors assistance throughout treatment, including award balances and expiration dates. It alerts teams when funds run low, keeps assistance information accurate through reconciliation, maintains a watchlist for patients awaiting available funding, and supports re-enrollment.

For providers, these workflows help teams identify assistance earlier, reduce administrative work, and maintain funding throughout treatment while helping improve financial assistance collections and reimbursement performance.

Connecting Life Sciences Programs with Provider Workflows
For life sciences organizations, the Platform extends patient support programs into provider workflows where financial assistance is managed and works alongside existing hub and patient access infrastructure. When connectivity with a program is enabled, relevant enrollment, claims, and ongoing funding activity can be exchanged with the Platform, helping keep information synchronized across systems. Annexus’ dedicated life sciences team works with manufacturers to extend that connectivity across their brand portfolios.

“Patients should not have to know which assistance programs exist or when to ask for help,” said Brad Frazier, CEO and co-founder of Annexus Health. “Our goal is to help providers identify that support earlier and manage it throughout treatment. By connecting assessment, enrollment, claims management, and ongoing funding management, the Platform takes on much of the administrative work, giving teams more time to focus on and interact with patients. That can help with faster treatment starts and reduced financial toxicity while improving reimbursement performance for providers.”

Real-World Results Across the Annexus Network
Annexus has helped secure more than $11 billion in financial assistance for more than 400,000 patients. Its provider network spans more than 735 healthcare organizations, 32,000 sites of care, and 124,000 treating providers. Measured results include:

5.2-day reduction in time to treatment, on average75% increase in financial assistance collections, on average*55% lower cost per dollar of financial assistance collected, on average*78% reduction in days to payment on digitally integrated claims, from 19.5 days to 4.3 days

*Based on pre- and post-implementation comparisons among representative provider clients.

Annexus maintains HITRUST r2 Certification, an independent validation of its information security program.

Annexus will showcase the Platform at booth P10 during McKesson Accelerate, Nov. 16-18, at Wynn Las Vegas. For more information, visit annexushealth.com.

About Annexus Health
Annexus Health is a healthcare technology company providing the connected infrastructure behind patient financial assistance. Through automation, intelligence, and operational expertise, Annexus helps providers and life sciences organizations reduce complexity, improve organizational performance, and connect more eligible patients to available financial support throughout the patient journey.

Media contact:
AnnexusPR@supremecomms.ai

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SOURCE Annexus Health

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Typeform Brings Form Creation, Customer Insights, and Automated Workflows to ChatGPT and Claude

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New capability lets teams create forms and landing pages, analyze responses, and automate next steps within the AI tools they already use

SAN FRANCISCO, Nov. 10, 2026 /PRNewswire/ —Typeform, the AI research platform that turns conversations into qualitative and quantitative insights, today announced that it is now available directly within ChatGPT, Claude, and other MCP-compatible tools through a Model Context Protocol (MCP) server, giving businesses the power to use Typeform where and how they work.

AI tools are increasingly becoming a starting point for work, but the customer conversations and feedback that inform that work often live across separate applications and workflows. Many teams still move between platforms to manually transfer vital context, adding steps that prevent them from acting quickly. Typeform’s MCP server helps close that gap by allowing users to access Typeform capabilities from AI tools. Instead of navigating across tools to build a form or landing page or configure follow-up, users can describe what they want to accomplish in natural language, and those tasks will be completed directly in Typeform.

“AI makes it easier to act, but better decisions still depend on understanding your customers,” said Aleks Bass, Chief Product and Technology Officer at Typeform. “We’re bringing customer feedback into the tools where teams are already working, so they can ask a question, understand what they hear, and take the next step while that insight is still relevant.”

With Typeform’s MCP server, teams can do the following directly from ChatGPT, Claude, or other AI assistants, without switching to Typeform:

Create customer conversations faster: Describe the form, landing page, or study and use AI to create, edit, and publish it in Typeform.Turn feedback into insight: Ask questions about responses, identify recurring themes, and summarize what customers are saying without manually exporting the data for analysis.Work with customer context: Create and update contact profiles, ensuring the most recently collected data is synced.Act on what customers say: Build and edit automations for follow-up messages and next steps based on customer responses.

For example, a marketer could ask an AI assistant to create a lead-generation form, organize the contacts it generates, and set up follow-up. A customer experience team could use an assistant to analyze feedback responses and surface recurring themes, all without leaving the ChatGPT or Claude interface.

The connection also works in the other direction. With MCP connectors in Typeform AI, teams can bring business context from platforms like Canva, Notion, Slack, Shopify Storefront, and Stripe into Typeform to create more relevant experiences informed by existing customer information. A product team could turn a Slack thread into a customer feedback form, while an e-commerce team could use its Shopify product catalog to build a personalized product recommendation quiz.

This launch is part of Typeform’s broader investment in AI-powered customer understanding. Earlier this year, Typeform launched Research Flow, its AI-moderated research platform that combines quantitative scale with qualitative depth to help teams uncover not only what customers say, but why. Looking ahead to early 2027, Typeform plans to extend these same MCP-powered capabilities to Research Flow, enabling teams to bring AI-moderated research into the tools and workflows they already use.

Typeform’s MCP server is available on all Typeform plans. Users can connect Typeform directly to ChatGPT, Claude, or Cursor to get started. For more information, including how to connect other MCP-compatible AI tools, visit typeform.com/mcp.

About Typeform
Typeform helps businesses turn conversations into insight and action. Its platform brings together human-first forms, AI-moderated research that combines qualitative depth with quantitative scale, and AI-powered workflows to help teams engage customers, understand them more deeply, and make better decisions. Typeform serves more than 150,000 customers and has been used by 95% of the Fortune 500. For more information, visit typeform.com.

 

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SOURCE Typeform S.L.

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Rescale Expands Agentic Digital Engineering with Customizable AI Agents for R&D Teams

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Kairos Power and Oak Ridge National Laboratory use agentic workflows on the Rescale platform for advanced nuclear reactor design and manufacturing

SAN FRANCISCO, Nov. 10, 2026 /PRNewswire/ — Rescale, the digital engineering platform for the AI era, today introduced new agentic digital engineering capabilities that allow R&D and engineering teams across advanced industries to customize AI agents to their exacting standards, bringing agentic AI into engineering work where every result must be reviewable and traceable.

As engineering organizations continue to deploy more agents into production, the work is shifting from automating individual tasks to running end-to-end engineering processes. That shift requires an engineering-specific agentic harness: the structure and context that govern how agents operate, ensure they meet specific standards, and keep humans in the loop. 

New Agentic Projects on the Rescale platform provide the framework and structure, giving engineers a way to customize agents and build reusable agentic workflows. Teams can define each project with their own context, skills, tools, and guardrails, share projects across teams, and retain approved learnings through project memory. Expanded engineering intelligence capabilities supply the underlying context by connecting data across requirements, design, simulation, test, and process systems into foundational knowledge graphs. As agents execute workflows, the platform generates project-specific work graphs that provide traceability and capture critical learnings. Those learnings enrich agent context, build domain expertise, preserve knowledge, and drive process improvements that make engineering work more efficient and scalable. 

Rescale is also introducing Rescale Desktop, which extends Rescale directly to engineers’ local machines, along with expanded Model Context Protocol (MCP) connectors for interoperability across Rescale’s leading ecosystem of engineering applications and complementary agentic tools, including Rescale MCP availability on the Claude and Codex directories.

Rescale Edison, the platform’s AI assistant and agent orchestrator, now includes persistent memory so engineers can work faster by describing their intent in natural language. Together, these new capabilities work to provide an engineering-specific harness that ensures agents execute to the same standards as experienced engineers, helping organizations develop the trust in agentic outcomes needed to transform operations.

“Our customers build aircraft, vehicles, and reactors, so the agents supporting that work have to deliver reliable results. Agentic Projects provide the needed context that grows with every iteration. This is a material advancement toward an engineering harness built for how these teams actually work,” said Jacob Surber, vice president of product at Rescale.

Kairos Power and the Department of Energy’s Manufacturing Demonstration Facility (MDF) at Oak Ridge National Laboratory (ORNL), with support from Rescale AI developer engineers, have developed a digital agentic scaffolding on the Rescale platform as part of a collaboration to test advanced manufacturing and construction methods for Hermes 2, Kairos Power’s 50-megawatt fluoride-salt-cooled reactor. Working in a shared environment, agents have exercised thermal, flow, and shielding simulation and reporting workflows for the reactor cavity and bioshield plug designs, with engineers approving each agent action. Kairos Power projects that agentic workflows built from past simulations could increase end-to-end simulation analysis efficiency by up to 3x while preserving the data traceability required for regulatory compliance.

“Kairos Power depends on quick learning cycles: design it, build it, test it, and carry what we learn into the next round,” said Ed Blandford, chief technology officer and co-founder of Kairos Power. “Much of the difficulty in scaling nuclear energy comes down to manufacturing, from the smallest components to large structures. Rescale brings agentic engineering into the simulations that support that work, connecting our engineers with our ORNL collaborators in one environment built for context and traceability. With agents managing setup, execution, and reporting, our people can spend their time on the engineering judgment and rigor the work demands.”

ORNL is encoding its simulation and additive manufacturing expertise in agents on the platform so that engineers can adopt advanced methods to address industry challenges. 

“The Manufacturing Demonstration Facility works because industry engineers and lab researchers solve problems side by side,” said Ryan Dehoff, MDF director. “Rescale provides a digital environment for that collaboration. Nuclear innovation demands speed and rigor at the same time, and you can’t trade one for the other. Agents allow ORNL’s expertise to scale beyond our facility.”

The launch also highlights how agentic digital engineering works with Rescale’s AI physics solution to make surrogate models easier to build and more accessible to engineering teams. A new dataset creation agent automates the process of turning simulation data into training-ready datasets, reducing the specialized machine learning work involved. This is one of many new AI physics capabilities that help companies put valuable surrogate models into the hands of more engineers:

Auto Tune and guided pre-processing automate and simplify surrogate model training so organizations can develop better models with fewer specialized resources. Uncertainty quantification builds trust that engineers are using an appropriate surrogate model and flags predictions that should be confirmed with a full-fidelity simulation.Design explorer is a new local interface that allows design engineers to use surrogate models to evaluate thousands of design options from their local environment.

For high performance computing (HPC) administrators, new cluster performance metrics show where execution slows and why jobs are waiting. A new priority score considers wait time, job size, and resource usage to help teams allocate resources fairly.

These new and enhanced capabilities across agentic digital engineering, AI physics, and intelligent HPC work together to deliver compounding value for R&D and engineering organizations as they adopt AI-first operations across every stage of their product development lifecycles.

Organizations can learn more about the new capabilities at rescale.com.

About Rescale

Rescale is the digital engineering platform for the AI era. The R&D and engineering teams shaping the future across aerospace, automotive, defense, energy, public sector, life sciences, and manufacturing trust the Rescale platform to accelerate innovation. Rescale integrates agentic digital engineering, AI physics, advanced modeling and simulation, and intelligent HPC solutions on a single platform to unify product data, automate workflows, optimize resources, and bring breakthroughs to market faster.

Rescale is backed by leading investors such as NVIDIA, Sam Altman, Jeff Bezos, Paul Graham, Peter Thiel, Microsoft, Hitachi, and University of Michigan.

For more information, visit rescale.com.

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SOURCE Rescale Inc.

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