Power Platform for Financial Services

BrightWork 365 on Microsoft Power Platform centralizes data, automates workflows, and gives full project visibility.

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Centralize Financial Project Reporting

Managing sensitive project data in spreadsheets creates compliance risks and reporting delays. BrightWork 365 unifies project information on the Power Platform.

  • Automate data collection with Power Automate workflows.

  • Visualize portfolio performance using Power BI dashboards.

  • Capture updates with custom forms built in Power Apps.

Quicker Insights with Pre-Built Dashboards

BrightWork 365 provides Power BI dashboards configured for financial services project management. These reports help your teams:

  • Monitor project budgets, risks, and compliance status.

  • Track KPIs across the portfolio.

  • Generate executive summaries and stakeholder reports instantly.

Standardize and Scale Processes

BrightWork 365 provides the structure to manage projects with consistency, ensuring compliance and control across your portfolio.

  • Deploy projects using pre-built financial services templates.

  • Automate routine tasks and approval workflows.

  • Gain complete visibility across all projects and programs.

  • Enforce governance and best practices automatically.

Built on the Microsoft 365 Platform

BrightWork 365 extends your existing Microsoft 365 investment, integrating seamlessly with the tools your teams use daily.

  • Use Power Apps to build custom intake and risk assessment forms.

  • Trigger Power Automate workflows for stage-gate approvals.

  • Collaborate securely within Microsoft Teams.

  • Use Azure AD for strong security and access controls.

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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