Project and Portfolio Management for Banks and Credit Unions
Accelerate project delivery, reduce costs, and implement standard project processes with BrightWork for SharePoint On-Premises.
Banks and credit unions all over the world use BrightWork to manage their projects on SharePoint.
Standardize Processes with Project Management Templates
Get a Fast Start with Sharepoint Templates
Use no-code SharePoint templates to start projects the right way, every time.
Stay on Track with Transparent Reporting
Understand the big picture with real-time insights into performance, work reports, budget, and risks.
Automatically Send Reports to Senior Management
Keep stakeholders informed with real-time dashboards and automated email reports.
Executive Manager, Technology and Data, Police Credit Union
“BrightWork is a simple project management tool that can be used effectively by the whole project team without specialized or extensive training and knowledge.”
Execute the Right Projects To Reach Your Strategic Goals
Manage the New Project Pipeline
Ensure approved projects and programs are aligned to strategic goals with the Project Request Manager Template.
Optimize Resource Allocation
Plan resource assignments for upcoming initiatives and check assignments against current projects using a configurable calendar view.
Track the Progress of Approved Projects
Get instant visibility with real-time dashboards, drill-down reports, and interactive Power BI dashboards.
Control Standards and Reduce Risks
Leverage SharePoint Security and Permissions
Manage access to important information with standard SharePoint security settings such as encryption, permissions, and document alerts.
Track Risks Across Projects and Portfolios
Quickly find and resolve risks across projects and portfolios with a risk management module, configured to meet your needs.
React Quickly to New Regulations
Easily update live sites to comply with new requirements using BrightWork Template Design Sync.