SharePoint Online for Financial Services

BrightWork 365 uses SharePoint Online to help teams maintain project data governance and audit readiness.

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Centralize Government Project Reporting

Managing financial projects with scattered documents and spreadsheets creates compliance risks and hinders reporting. BrightWork 365 uses SharePoint as a centralized platform for all project information.

  • Store all project documents in a single, secure SharePoint location.

  • Gain real-time visibility into project status and health.

  • Standardize reporting processes for consistency and auditability.

Use Project Sites for Quicker Insights

BrightWork 365 provides pre-built SharePoint project sites that act as real-time dashboards for your financial initiatives. These sites help your teams:

  • Track tasks, milestones, and risks in one place.

  • Access centralized document libraries with version control.

  • View essential project metrics and status indicators instantly.

Standardize and Scale Processes

BrightWork 365 adds a layer of control to SharePoint, helping you manage financial projects with consistency and governance.

  • Use configurable templates to standardize project delivery.

  • Automate business workflows for reviews and sign-offs.

  • Achieve complete portfolio visibility across all initiatives.

  • Enforce governance to meet regulatory requirements.

Built on Microsoft 365 and SharePoint

BrightWork 365 extends SharePoint by integrating with the Microsoft 365 apps your financial teams use daily.

  • Use Microsoft Teams to collaborate and access SharePoint data.

  • Build custom forms for project requests with Power Apps.

  • Automate approvals and notifications using Power Automate.

  • Control access securely through 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