Power Platform for Financial Services

BrightWork 365 on Microsoft Power Platform centralizes data, automates workflows, and gives full project visibility.

Book a Call BrightWork 365 Demo
Trusted by industry leaders

Centralize Financial Project Reporting

Managing sensitive project data in spreadsheets creates compliance risks and reporting delays. BrightWork 365 unifies project information on the Power Platform.

  • Automate data collection with Power Automate workflows.

  • Visualize portfolio performance using Power BI dashboards.

  • Capture updates with custom forms built in Power Apps.

Quicker Insights with Pre-Built Dashboards

BrightWork 365 provides Power BI dashboards configured for financial services project management. These reports help your teams:

  • Monitor project budgets, risks, and compliance status.

  • Track KPIs across the portfolio.

  • Generate executive summaries and stakeholder reports instantly.

Standardize and Scale Processes

BrightWork 365 provides the structure to manage projects with consistency, ensuring compliance and control across your portfolio.

  • Deploy projects using pre-built financial services templates.

  • Automate routine tasks and approval workflows.

  • Gain complete visibility across all projects and programs.

  • Enforce governance and best practices automatically.

Built on the Microsoft 365 Platform

BrightWork 365 extends your existing Microsoft 365 investment, integrating seamlessly with the tools your teams use daily.

  • Use Power Apps to build custom intake and risk assessment forms.

  • Trigger Power Automate workflows for stage-gate approvals.

  • Collaborate securely within Microsoft Teams.

  • Use Azure AD for strong security and access controls.

Customer Success Stories

"BrightWork 365 on the Power Platform transformed our project oversight. We can now instantly track compliance and portfolio health, which has been a game-changer for our risk management."
– Head of PMO, National Financial Institution
"BrightWork 365 gives us the portfolio oversight we need. We can now instantly report on project status and compliance across the entire organization, which has been transformative for our leadership team."
– Chief Financial Officer, National Investment Firm
"BrightWork 365 on the Power Platform transformed our project oversight. We can now instantly track compliance and portfolio health, which has been a game-changer for our risk management."
– Head of PMO, National Financial Institution

Let's Talk

See how BrightWork 365 securely manages financial services projects.

BrightWork 365 Demo