Power BI for Financial Services

Track progress, visualize performance, and share insights with BrightWork 365 and Power BI for projects.

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Trusted by industry leaders

Centralize Financial Project Reporting

Disconnected spreadsheets and data silos make it difficult to get an accurate view of project health, creating compliance risks. BrightWork 365 connects all project data sources to Power BI, creating a single source of truth for reporting.

  • Gain high-level visibility across portfolios.

  • Enable real-time performance visibility.

  • Identify hidden issues with interactive reports.

  • Support better data-driven decision-making.

Pre-Built Dashboards

Start reporting immediately with pre-built Power BI dashboards designed for financial project management. These dashboards give teams instant access to the data they need, eliminating manual report creation and accelerating insights for stakeholders.

  • Use configurable dashboards to track important metrics.

  • Drill down into details with interactive reports.

  • Combine project data for comprehensive status reports.

Standardize and Scale Processes

BrightWork 365 provides a structured framework that helps financial organizations standardize project execution and scale management practices with confidence. This ensures all projects adhere to internal governance and regulatory requirements from initiation to closeout.

  • Deploy pre-configured project templates.

  • Automate governance with standardized workflows.

  • Achieve consistent visibility across the portfolio.

  • Ensure governance from project inception.

Built for Microsoft 365

BrightWork 365 is built on the Microsoft Power Platform, ensuring seamless integration with the Microsoft 365 applications your financial teams use daily. This native connection enhances security, collaboration, and automation.

  • Use Microsoft Teams to share Power BI reports securely.

  • Rely on SharePoint for controlled document management.

  • Automate compliance workflows with Power Automate.

  • Manage user access with Azure Active Directory.

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