• CONTACT US
  • SUPPORT HUB
  • SEARCH
  • Software ▼
  • Templates ▼
  • Services ▼
  • Pricing ▼
  • Resources ▼
  • Watch Demo
  • Product
  • Templates
  • Resources
  • Pricing
  • Free Template

BrightWork Saves Time and Creates Visibility in the Healthcare Sector

VIEW ALL TESTIMONIALS

Organization

Professional Healthcare Association

Industries

Healthcare, Technology

Organization Size

Large Enterprise

Locations

Americas

Problem

One of the biggest challenges at this organization was that the IT department did not have a way to manage and track resources across all their projects. When new project requests came in, even though the team knew that there was no capacity to complete the work, there was no easy way for them to prove that resources were already over-allocated, and thus unavailable to work on a new project. It was also difficult to ensure that the right resources were working on the right projects. This lack of visibility into resource allocation led to constant juggling of projects and priorities, resulting in significant delays across many projects.

The key to our success was talking to all of our project stakeholders to find out what they needed from the system. And with BrightWork being so configurable, we were able to then build that for them.
BrightWork Champion

et_pb_column

BrightWork Solution

The organization deployed BrightWork using the mid-level Project Standard template to manage their projects. They found this template met their immediate project management needs, and the fact that it does not have “too much” project management allowed them to get users comfortable with the system before they evolve to the more complex Project Structured template.

Furthermore, the IT department now tracks resources on a project-by-project basis and can get a better idea of who is working on what, their estimated allocation, and percent complete. During their BrightWork deployment, they worked closely with their BrightWork Customer Success Architect to build out a Project Office template with some custom dashboards that roll up all the resource information as well as other project status indicators. The organization has built a simple project completion survey form which will be used at the end of each project to track customer satisfaction project approval. A custom report that displays a summary of the completed surveys will also be available to senior management.

Benefits

With the new custom reports delivered by BrightWork, the Chief Technology Officer can quickly and easily create project status and resource reports. Prior to BrightWork, because data was being pulled from a variety of sources, it very time consuming to compile a portfolio status report. With BrightWork, it takes 2-3 hours, and in the near future, the organization hopes to move to a completely automated system, again, delivered by BrightWork. They also have the ability to report views by division, manager, etc. which they were unable to do before.

“I am not a SharePoint guru, but BrightWork is very intuitive and offers a lot of functionality,” said the Technology Project Manager. “The system makes it very easy to add and update tasks, and create reports, so we are saving lots of time.”

“Users are really adopting the tool very well,” she adds. “The key to our success was talking to all of our project stakeholders to find out what they needed from the system. And with BrightWork being so configurable, we were able to then build that for them.

”The organization is planning to use more of the BrightWork solution to evolve their project management to the next level: they are planning to pilot the Project Request Manager template. At the moment, the project approval process involves a paper form that has to be hand signed by three people. The new system will alleviate the need for hard copies of project approvals to be scanned and provide the organization with the ability to easily provide project request reporting.”

Summary

The visibility provided by BrightWork, especially into resource allocation, has been an eye-opener for everyone. For the first time, the organization is able to see exactly how and when resources are over-allocated. Having visibility into this kind of data has led to some real positive changes.

This case study is provided by one of the oldest and largest American associations for healthcare professionals. This is an anonymous case study as organization policy prevents them from publicly endorsing 3rd party products.

Take The BrightWork

Video Tour

This 20-minute video tour is a complete look at BrightWork project and portfolio management software for SharePoint.

WATCH VIDEO TOUR

Start a Free Trial

Get Started

Software

Overview

Pricing

Start-Evolve Approach

Customers

Nintex Integration

Solutions

Government

Financial Services

Manufacturing

Healthcare

Templates

SharePoint Templates

Project Templates

Portfolio Templates

Template Management

Resources

Blog

Project Handbook

Ebooks & Guides

Webinars

Company

About

Partners

Careers

Contact Us

Call Us: United States: +1 (617) 357-9000  |  Europe: +353 914 12741

© 2021 BrightWork. All rights reserved.

Cookie Policy | Privacy Statement | Terms of Use

×

×

Free SharePoint Template 

Product Overview
Manage projects and portfolios on SharePoint On-Premises.

BrightWork and SharePoint On-Premises 
Learn more about deploying BrightWork in your SharePoint environment.

What’s New in BrightWork
Read more about the latest release, including the enhanced Gantt Chart web part.

Customer Stories
See how BrightWork helps organizations to reach their goals.

Manage Projects

Project Reporting

Task Management

Agile Boards
Scheduling
Control Portfolios

Portfolio Reporting                  

Project Requests

Leverage SharePoint
Power BI Integration

Nintex Workflows

BrightWork Reporter

Watch Video Tour

See how to manage projects and control portfolios with BrightWork for SharePoint On-Premises.

Templates Home

Configurable SharePoint templates for every team and industry.

Project Templates

Start every project the right way with ready-to-use templates.

Portfolio Templates

Get complete visibility across all projects and portfolios.

Free Template

Download a no-code SharePoint Project Management Template.

BrightWork Services
Get more value from BrightWork with training and support.

Start-Evolve
The BrightWork approach to successful Project and Portfolio Management on SharePoint.

3D Deployment
Get up and running quickly with BrightWork using our simple 3-step process.

Solution Services
Project Services
Platform Services

Deployment JumpStart

Health Check                  

BrightWork Upgrade

Training and Certification

Coaching

Microsoft Power BI Pack

BrightWork Support

Leadership Training

SharePoint Upgrade

Want to know more about BrightWork Services?
Contact Us

Already a Customer? Visit our Support Hub >

On-Premise Pricing

Plans for BrightWork On-Premise, installed in your SharePoint 2013, 2016, 2019 environment.

Cloud Pricing

Plans for BrightWork Online – Shared, Dedicated, FedRAMP, and HIPAA/HITRUST compliant options.

SharePoint templates free

Free Trial

Full access to all templates and dashboards for 30 days. No credit card required. 

Blog
Tips and how-to articles to make project management easier.

 CPM Handbook
Download your free copy of our project and leadership handbook.

 Webinars
Visit our library of upcoming events and on-demand recordings.

 Guides and Ebooks
Get free project management content and resources.

Webinar Recording

3 Ways to Optimize Your Project Portfolio Processes

 

Watch Now

Featured: Guide

How to Use SharePoint for Project Management

 

View Guide

This website uses cookies to improve your experience. We'll assume you're ok with this, but you can opt-out if you wish.
Accept Reject Read More
Privacy & Cookies Policy