Microsoft 365 Tools for Financial Services

Deploy a centralized, secure solution with Power Platform, Teams, and familiar Microsoft 365 apps.

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Centralize Financial Project Reporting

Disconnected spreadsheets create data silos, increasing compliance risks and obscuring portfolio health. BrightWork 365 uses the Microsoft 365 ecosystem to centralize project data.

  • Gain real-time visibility across all projects.

  • Automate status reporting for executives.

  • Maintain a clear audit trail for compliance.

Faster Insights with Pre-Built Dashboards

BrightWork 365 offers pre-built dashboards, providing immediate insights into project performance without extensive configuration. These reports help financial teams:

  • Monitor project health and resource allocation.

  • Track budgets and KPIs.

  • Report on project status at any level.

Standardize and Scale Public Sector Projects

BrightWork 365 provides a consistent framework for managing projects, from small initiatives to large-scale digital transformations

  • Deploy configurable templates for different project types.

  • Implement standardized workflows with Power Automate.

  • Achieve complete portfolio visibility and governance.

Built for Microsoft 365

BrightWork 365 operates natively within your existing Microsoft 365 environment, integrating familiar tools to improve adoption and security.

  • Use Microsoft Teams to collaborate securely on project tasks.

  • Manage documents with version control in SharePoint Online.

  • Standardize project intake with Power Apps.

Customer Success Stories

BrightWork 365 provides an integrated Project Request and Portfolio Management system that improves visibility into project status, issues, and progress.

Configurable and custom templates ensure consistent project planning and delivery.
– Innovia, Project Lead
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BrightWork 365 provides an integrated Project Request and Portfolio Management system that improves visibility into project status, issues, and progress. Configurable and custom templates ensure consistent project planning and delivery.
The fact that BrightWork 365 is hosted within our tenant ensures that our data remains secure and compliant, giving us peace of mind while managing our projects.

Furthermore, the tool's ability to adapt to our specific needs through customization using Power Apps has been a game-changer!
– Crystal Group, PMO
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The fact that BrightWork 365 is hosted within our tenant ensures that our data remains secure and compliant, giving us peace of mind while managing our projects. Furthermore, the tool's ability to adapt to our specific needs through customization using Power Apps has been a game-changer!
Excellent integration capabilities combined with a business that is interested in improving the product is an outstanding outcome for us.
– Ray Brindley, CTO, Azured
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Excellent integration capabilities combined with a business that is interested in improving the product is an outstanding outcome for us.
We had over 200 requests in a pile with no organization.

Brightwork allowed us to provide visibility into the individual projects and to save the key deliverables where all can see.
– Flow Control Group, Project Teams
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We had over 200 requests in a pile with no organization. Brightwork allowed us to provide visibility into the individual projects and to save the key deliverables where all can see.
As a corporate PMO, it’s essential for us to have a clear, real-time overview of all our projects, programs, and portfolios.

We’ve been using the Brightwork 365 platform for about two years, and it fully meets our needs. It’s intuitive, integrates seamlessly with the Microsoft suite, especially Teams, and greatly facilitates collaboration.
– Collège La Cité, PMO
As a corporate PMO, it’s essential for us to have a clear, real-time overview of all our projects, programs, and portfolios. We’ve been using the Brightwork 365 platform for about two years, and it fully meets our needs. It’s intuitive, integrates seamlessly with the Microsoft suite, especially Teams, and greatly facilitates collaboration.

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See how BrightWork 365 securely manages financial services projects.

BrightWork 365 Demo