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 and Power Apps transformed our project intake process. We now have a secure, auditable system for managing new initiatives, which has significantly improved our compliance posture."
– Chief Compliance Officer, National Investment Bank
"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