Microsoft Teams for Financial Services

BrightWork 365 brings factory floor and front office together in Microsoft Teams for seamless project collaboration.

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Trusted by industry leaders

Centralize Project Collaboration in Teams

Disconnected spreadsheets and email chains create reporting delays and security risks. BrightWork 365 consolidates all project information within the secure environment of Microsoft Teams.

  • Access real-time project status reports in Teams channels.

  • Improve visibility for stakeholders and executives.

  • Maintain a compliant, auditable record of all communications.

Faster Insights with Pre-Built Dashboards

BrightWork 365 provides ready-to-use dashboards accessible directly within Microsoft Teams, eliminating the need to switch applications for updates.

  • Track project health and KPIs in a central view.

  • Monitor risks, budgets, and compliance metrics.

  • Share insights instantly during video meetings.

Standardize and Scale Processes

BrightWork 365 gives financial organizations the structure to manage projects with consistency and control, directly within Microsoft Teams.

  • Deploy pre-built templates for different project types.

  • Automate workflows for approvals and status reporting.

  • Gain portfolio-level visibility across all initiatives.

  • Ensure consistent governance and compliance standards.

Built for Microsoft 365

BrightWork 365 is built on Microsoft 365, integrating natively with the applications your financial teams depend on.

  • Use SharePoint for secure document control and versioning.

  • Automate compliance checks with Power Automate workflows.

  • Manage project intake with custom Power Apps forms.

  • Control access securely with Microsoft Entra ID.

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