pmo365 for Financial Sector

Helping Project Portfolio Management In The Financial Sector

Companies in the financial and insurance sectors like banks, insurers, super funds and others, are faced with challenges from worldwide economic changes and from domestic constraints.

Systematically evaluate project proposals

pmo365 helps financial sector companies to systematically evaluate project proposals and create a centralised location to capture and evaluate project ideas from anywhere within the organisation.

Home for all in-flight project data

pmo365 then becomes the home for all in-flight project data, delivering a one-stop-shop for project managers.

Integration with a business analytics/BI platform

Seamless integration with a business analytics/BI platform delivers invaluable insights across portfolios and quickly aggregates portfolio data with data from other line-of-business systems (like project financials data) for further reporting.

“This has been a successful implementation. We have very successfully introduced a world-class PPM system that fully support the PMO in its execution of projects at BPAY.”
Sean Nairn

Microsoft's 365 Cloud

pmo365 is built in Microsoft’s certified Azure data centres using Microsoft’s stunning Power Platform.  It utilises PowerApps, PowerAutomate and PowerBI and integrates with Microsoft’s full suite of other work-management products (such as Teams, Project, Planner, etc.)  With PowerAutomate, integration with a plethora of  other applications becomes possible – such as SAP, Oracle, Jira, Ellipse and ServiceNow.  In fact, we can integrate pmo365 with just about any external data source.


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Review your existing projects portfolio data collection, tools, methods, current reports, dashboards, methodologies, frameworks and PPM best practices.