Power Apps for Financial Services Processes

BrightWork leverages Power Apps to make project portfolio management more flexible, intuitive, and tailored to how teams actually work, while seamlessly integrating with Microsoft 365.

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Unify Financial Project Data

Managing project information in spreadsheets creates data silos and reporting delays. BrightWork 365 centralizes data capture and reporting with Power Apps.

  • Build custom forms to capture specific project data.

  • Create unified views and charts for portfolio oversight.

  • Automate data collection to reduce manual errors.

Deploy Pre-Built Apps for Faster Control

BrightWork 365 includes project management templates that use Power Apps for forms and interactive views, accelerating deployment and user adoption.

  • Start projects with standardized request forms.

  • Track project status with interactive views.

  • Manage risks and issues within dedicated apps.

Standardize and Scale Processes

BrightWork 365 helps financial services firms establish consistent project governance and scale their processes with control.

  • Use best-practice templates for repeatable success.

  • Implement automated workflows for core processes.

  • Gain complete visibility into project and portfolio health.

  • Enforce governance with standardized controls.

Built for Microsoft 365

BrightWork 365 is built on the Microsoft Power Platform and integrates with the Microsoft 365 apps your financial teams use daily.

  • Use Power Apps for custom forms, views, and charts.

  • Automate approvals with Power Automate workflows.

  • Collaborate securely within Microsoft Teams.

  • Control access 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.

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