PM Success Review Service
The Project Management Success Review makes sure BrightWork 365 is meeting your Project Portfolio Management goals.
Trusted by industry leaders
Overview
Collaborate with your dedicatedly assigned Customer Success Partner to address your immediate Brightwork 365 or project management needs.
We will also review and update your Project Management Success Strategy, designed to deliver on your long-term project management goals.
Key Challenges
Deploying the BrightWork 365 app is the beginning. You want to review progress to ensure your teams are going from deployment to full adoption in a seamless and efficient way.
Your Project Management needs may evolve over time, with team changes or shifting priorities. The Project Management Success Review ensures your projects stay on track and maximizes the value of your BrightWork investment.
Our Deliverables
This review helps your team maximize value from BrightWork 365 and elevate project management practices using expert guidance, best practices, and built-in templates.
-
Address immediate project needs and challenges.
-
Check progress and assess outcomes.
-
Update your success strategy with expert guidance.
Our 4-Stage Approach
Periodic Project Management Success Review to maximize your solution’s performance
-
Ask Questions & Resolve Issues – Solve issues, ask questions, and get guidance fast.
-
Build Confidence – We help you navigate and use BrightWork 365 with ease.
-
Assess Recent Activities – A walk through of recent project activities.
-
Review Outcomes and Strategy – Confirm your desired outcomes and the value achieved so far and review and update your Project Management Success Strategy.
-
Check Support Status – Review open BrightWork Support requests to ensure everything is on track.
-
Define Your Desired State – Document your project management goals, and priorities with us.
-
Update the Success Strategy – Refine your Project Management Success Strategy and outline steps.
-
Review Available Support – We take you through other assistance services available to you.
-
We update on what’s coming in the next release of BrightWork 365.
-
Let’s discuss your upgrade path and how we can assist you with the upgrades.
We Work with You
Your BrightWork Customer Success Partner will meet with your Project Management Champion to address questions, gather stakeholder feedback, and note any relevant updates.
Where needed, other stakeholders can also join the Review to help align BrightWork 365 with your shared project management goals.
Effort and Duration
Your BrightWork Customer Success Partner will be happy to meet with your designated Project Management Champion to deliver the Project Management Success Review service in a 1-hour prescheduled meeting.
Do More With BrightWork 365
-
Customize – Easily configure your BrightWork 365 solution to customize your project workflows and processes.
-
Integrate – Use Microsoft apps and the Power Platform to expand your project management capabilities.
-
Collaborate – Work with your dedicated Customer Success Partner to securely deploy, adopt, and evolve your BrightWork 365 solution.
Next Steps
After the Project Management Success Review, your Customer Success Partner will continue to work with you through your BrightWork Evolve Plans to deliver on your requirements and objectives.
When you are ready, and as needed, you can re-engage with your BrightWork Customer Success Partner to work through your ‘backlogged items’ and ‘fresh requirements’.
