Project Management Health Check

Get more from BrightWork 365, Microsoft 365, and the Power Platform with a review of your current solution and project management processes. 

In just one hour, assess your current BrightWork 365 solution, plan the next steps in your project management journey, and improve your project outcomes.

What is a Project Management Health Check?

A Project Management Health Check is a critical component of your BrightWork 365 deployment.

Your dedicated Customer Success Partner uses this check-in to address your immediate needs and update and plan your medium and long-term objectives with BrightWork 365.

What is included?

  • Expected Value Analysis
  • Update Your Customized Evolve Plan
  • Current Deployment Plan and Status
  • Project Team (Customer and BrightWork)
  • Latest Project Management Health Check
  • BrightWork Support Status
  • BrightWork Project Management Assistance – A Summary

Our Approach


A Project Management Health Check has three main focuses: Immediate Needs, Current State, and Desired State.

Immediate Needs

We’ll start by addressing your immediate needs. This is your time to ask any top-of-mind questions, bring any current issues to the table, or simply ask for a quick how-to.


Current State

Then, you’ll move onto the current state of your BrightWork 365 solution. A walkthrough of recent activity will help us to understand how you’re currently managing your projects and activities.

This allows us to assess if there’s an easier way for you to accomplish the same result. We’ll also share new features or processes you might like to adopt.


Desired State

Lastly, we’ll discuss your desired state. We will help you to plan and document your goals, priorities, and your vision for project management in your team or organization.

Together, we’ll help discuss and document how you’d like to evolve your project management and plan the next steps to ensure we get you there.

Effort and Duration

A one-hour meeting.

After the Health Check, you and your Customer Success Partner will continue to work through your BrightWork 365 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 requirements.

BrightWork Customer Success Team

Contact us about BrightWork 365 Services

Explore more BrightWork Project Management Services 
BrightWork 365 Evolve Service

Enlist periodic help to ‘Evolve’ project and portfolio management practices in your organization.


Project Management Health Check

Get more from BrightWork with a periodic review of your deployment environment and project management processes.


BrightWork 365 Product Training Course

Get trained to manage a Project and Program environment using BrightWork.

BrightWork Services for SharePoint
For Existing Customers

Contact our Customer Success Team to find out more about BrightWork 365

BrightWork Services for SharePoint
New to BrightWork?

Contact our Sales Team to learn how BrightWork 365 can help you reach Project Management Success