BrightWork 365

Project Management Success Review

Make sure BrightWork 365 is meeting your Project Portfolio Management goals.

Address your immediate BrightWork 365 or Project Management needs and review and update your Project Portfolio Management Success Strategy.


What is a Project Management Success Review?

Project Management Success Review is a critical component of your BrightWork 365 deployment.

A collaborative meeting to address your immediate BrightWork 365 or project management process needs, and to review and update your Project Portfolio Management Success Strategy devised to deliver on your long-term project management goals.  



What will you get from this review?

This periodic Project Management Success Review aims to address your immediate project management needs. It is also a check-in to see if your group(s) is realizing the desired value and outcomes from BrightWork 365 as your Project Portfolio Management solution and assist you to take advantage of the latest innovations in BrightWork.  

At the end of this review, you will have mutually agreed on updates to your Project Portfolio Management Success Strategy with your Customer Success Partner(s). With BrightWork expertise, best practices, and built-in templates, you will be able to take your project management success to the next level.  


Your dedicated BrightWork Customer Success Partner will meet with you to ensure you are adequately supported to manage your projects and portfolios in a way that works for you, your team, and your organization. We will take this opportunity to review your:

BrightWork 365 and Microsoft Teams

1. Immediate Needs (Assess)

We 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.

We make sure you are confident using and navigating through your BrightWork 365 Project Portfolio Management tool.

Microsoft Power Automate and BrightWork 365

2. Current State (Agree)

At this stage, a walkthrough of the recent activities helps us to understand how you are currently managing your projects and activities.

A check-in to see if your portfolios and projects are fully set up in the new BrightWork 365 home.

We identify if is there a faster and more efficient way to get higher visibility and control of your project portfolios. Can you improve your project management processes using the BrightWork 365 solution?

We also introduce you to the latest updates and new features added to the solution that you might find useful.

BrightWork 365 and Microsoft 365 Integrations

3. Desired State (Deliver)

Here, we discuss your desired state for your project management processes. This is to help you plan and document your project management vision, goals, and priorities for your teams/organization.

Together, we decide and document on a project management evolution strategy and work out the steps to put it in motion.

Follow Up

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’.  

Effort and Duration

We will work with you to deliver the Project Management Success Review service in a 1-hour meeting. 
BrightWork Customer Success Team

Book some time to discuss BrightWork 365 Services

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For Existing Customers

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

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New to BrightWork?

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