SharePoint PPM for Banks And Credit Unions
Accelerate project delivery, reduce costs, and implement standard project processes with BrightWork for SharePoint On-Premises.
Trusted by industry leaders
Standardize Project Delivery
Use proven SharePoint project management templates built for banks and credit unions.
Fast Start
Get a fast start with no-code SharePoint templates to start projects the right way, every time.
Transparent Reporting
Understand the big picture with real-time insights into performance, work reports, budget, and risks.
Automated Reporting
Keep stakeholders informed with real-time dashboards and automated email reports.
Execute the Right Projects
Turn your strategic goals into actionable projects and measurable results.
Ensure approved projects and programs are aligned to strategic goals with the Project Request Manager Template.
Plan resource assignments for upcoming initiatives and check assignments against current projects using a configurable calendar view.
Get instant visibility with real-time dashboards, drill-down reports, and interactive Power BI dashboards.
BrightWork Deployment Approach
Leverage our proven approach Start-Evolve to design your project management journey.
Start
Evolve
Keep Evolving
Start
Start
Start quickly to get immediate standardization and visibility for your projects so that you can easily control your project portfolio.
Evolve
Evolve
Evolve by adding and maturing your project management processes and practices to achieve more timely and predictable outcomes.
Keep Evolving
Keep Evolving
Keep evolving with advanced customizations and integrations, and enhanced practices for sustained growth with improved outcomes.
Control Standards & Reduce Risks
Manage SharePoint security, track project risks, and stay compliant.
Manage access to important information with standard SharePoint security settings such as encryption, permissions, and document alerts.
Quickly find and resolve risks across projects and portfolios with a risk management module, configured to meet your needs.
Easily update live sites to comply with new requirements using BrightWork Template Design Sync.
Trusted by Our Customers
“BrightWork is a simple project management tool that can be used effectively by the whole project team without specialized or extensive training and knowledge.”
– Ben Stephenson | Executive Manager, Technology and Data, Police Credit Union
Looking for templates on Microsoft 365?
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