Moving from BrightWork on SharePoint to BrightWork 365

Fully leverage your Microsoft 365 environment.

Trusted by Industry Leaders Worldwide

Fully leverage your Microsoft 365 ecosystem

Existing BrightWork customers can transition their licenses from BrightWork on SharePoint to BrightWork 365 (on the Microsoft Power Platform) on a like-for-like basis.

Key BrightWork 365 integrations with Microsoft 365

Customize your solution to benefit from a range of Microsoft 365 apps

Project Light Template

Microsoft Teams

  • Collaborate with your teams from anywhere.
  • The seamless integration between Microsoft Teams and BrightWork 365 allows project teams to collaborate on one platform.
  • In BrightWork 365, every program has a dedicated Microsoft Team. Every project within the program has a channel within the Team. This helps you prioritize and focus on high-value activities.
Project Structured Template

Power BI

  • Get actionable insights with Power BI reports
  • Project teams are generating more data than ever. Using Power BI dashboards and reports in the Power Platform, BrightWork 365 helps senior executives and PMO leads to easily access, analyze, and action this data.

Power Apps

  • Build custom apps that match your workflows
  • Use BrightWork 365 to leverage Power Apps in the Microsoft Power Platform to create apps that meet your project needs.
  • Customize and set up apps with low to no-code expertise. Save on cost and improve efficiency.
Power Automate

Power Automate

  • Work smarter with no-code automation
  • BrightWork 365 uses Power Automate of the Microsoft Power Platform to automate essential project tasks and business processes.
  • Save time, reduce errors, and focus on the top-priority tasks of your projects.

SharePoint Online

  • Centralize project document management
  • Create a single source of all project information with SharePoint Online. Collaborate on Microsoft Suite: Word, Excel, PowerPoint, and OneNote files in your project site.
  • Create, save, and share documents in the format that suits the way your teams like to work.

Microsoft Dynamics

  • Adapt and innovate with less time and effort
  • Leverage a wide range of pre-built Dynamics Apps to customize and extend your existing processes and flows.
  • Optimize operations and enable your teams to adopt updated processes and adapt quickly with a lower learning curve.
  • Connect to multiple data sources in one place for quick access to information.
  • Improve decision-making with data-backed insights for successful project outcomes.

Microsoft Entra

  • Get highest security standards with easy access to data
  • Protect project data and end-users with Microsoft’s security and compliance capabilities.
  • Manage permissions in your Microsoft 365 admin center or Microsoft Entra (Azure Active Directory) and Groups.
  • Use your Microsoft Dataverse to manage project or task management processes.
  • Be assured of security while recording and sharing data with your remotely working teams.

Microsoft Outlook

  • Stay organized and connected with your team through your inbox.

  • The integration between Microsoft Outlook and BrightWork 365 enables users to manage project communication and tasks directly from their email.

  • In BrightWork 365, project updates, notifications, and approvals can be received and actioned from Outlook. This ensures you stay informed and can respond quickly without leaving your inbox.

Leverage Microsoft 365 for project management

Deploy a managed, centralized project management solution quickly and securely in your Microsoft 365.

Leverage Microsoft 365

Take advantage of the familiar Microsoft 365, Power Platform, and Teams to deploy a centralized, secure project portfolio management solution that can be configured with little to no code.

Centralized Solution

  • Manage all projects and collaborate seamlessly in a single, secure hub. 
  • Deploy standardized project portfolio management processes with Power Apps and manage workflows with Power Automate Flows. 
  • Share project, program, and portfolio reports and status with Power BI and Power Apps dashboards.
  • Collaborate with project members on Teams and manage project documents and files with SharePoint Online – using one tool.
Project Light Template

Secure your data

  • Get the highest standard of data governance and control.  
  • Rely on the highest standards of data governance, trust, and control to leverage the collaborative apps and tools in Microsoft 365. 
  • Manage permissions in your Microsoft 365 admin center or Azure Active Directory (now Microsoft Entra) and Groups with ease.
  • Secure your apps and data with authentication and identity protection without compromising on the ease of access to project information at any time, in any location, and on any device.
Power Automate

Configure and Customize

  • Deploy a user-friendly solution that is easy to configure and extend.
  • Set up BrightWork 365 as a managed solution quickly and securely, in your Microsoft 365 environment. 
  • Enable business and functional users to easily configure and evolve project portfolio management using supported and familiar Microsoft 365 Apps.   
  • Extend and/or mature project portfolio management to the other line of business apps, using the flexibility of the Power Platform and continuous assistance from BrightWork.
Project Structured Template

Deployment Methodology 

Start Service uses the BrightWork implementation process called 3D. 3D (Design, Deliver, Deploy) is a clear, transparent, and practical change management process focused on the project management needs of your group. Your Customer Success Partner will work with you every step of the way to help you identify and implement your project portfolio management requirements on BrightWork 365.

Design

Your designated BrightWork 365 Customer Success Partner will work with your senior project management sponsors to capture your organization’s project management vision, both short and long-term.

You and your Customer Success Partner will create the first version of your Project Management Success Strategy. Together, we prioritize your requirements to determine which ones to include in Start (Iteration 1) and what should go in the Backlog (for later implementation), or what we like to call your Evolve Plan.

The BrightWork 365 Start Service provides for the design of templates to manage Projects, Programs and Portfolios to deliver on senior management level visibility.

Deliver

Your BrightWork 365 Customer Success Partner will work with you to configure the templates and build out the real projects for your team. This configuration can be done by your team or our solution development team.

Key stakeholders will review and verify the template design before continuing. This ensures that sufficient amount of project management is implemented for your current project management process needs.

Your BrightWork 365 Customer Success Partner will prioritize this stakeholder feedback with you to determine which items are to be adjusted immediately or added to the Backlog for the Evolve Plan.

Certain customer requests will necessitate work beyond configuration and therefore, deeper customization of the solution will be required. In these cases, BrightWork will work with you to deliver any customizations via an additional managed solution (the ‘customer solution’). The customer solution is installed on top of the BrightWork 365 managed solution.

Deploy

Your BrightWork 365 Customer Success Partner will work with you to design and deliver a role-based training plan that suits your project management processes so your group can start using the solution as soon as possible.

At this stage, you go live and start using BrightWork 365!

Your BrightWork 365 Customer Success Partner will conduct feedback sessions with you and your teams after some initial usage to determine if some items need to be adjusted immediately and to agree with you on what should go on the Backlog (for the Evolve plan).

You and your BrightWork 365 Customer Success Partner will check and formally declare all in-scope ‘Start’ deliverables achieved and will update your Project Management Success Strategy.

Your BrightWork 365 Customer Success Partner will do a post-deployment check after a few months and will be available to you as needed in the interim.

Frequently Asked Questions

What are BrightWork 365 installing and license requirements?

Here’s the detailed guide and links for BrightWork 365 installation and license requirements – Installation 

Can the users access both BrightWork and the BrightWork 365 platform during the transition?

If customers want the same set of users to have access to both BrightWork on SharePoint and BrightWork 365 (on the Microsoft Power Platform) during this transition, there is no need to buy extra licenses.

What is the BrightWork 365 Pricing for BrightWork on SharePoint Customers?

Find more information on the BrightWork 365 pricing here: BrightWork 365 for BrightWork Customers.

What would data migration from BrightWork to BrightWork 365 look like?

BrightWork on SharePoint and BrightWork 365 (on the Microsoft Power Platform) are built on two very different platforms, even though they are both from Microsoft.

As such, there will be no automatic migration of data or configurations from one system to the other. Our Customer Success Team can review data migration on a case-by-case basis.

Plan Comparison

Projects Tracker

Unlimited Users

$0

Free Forever

Free App

Teams

20-50 users

$16

Per User/Month

Billed Annually

Groups

51-100 users

$14

Per User/Month

Billed Annually

Departments

101-250 users

$12

Per User/Month

Billed Annually

Divisions

251-500 users

$10

Per User/Month

Billed Annually

BrightWork - Clear Space - Primary Logo - Transparent - 250px

BrightWork Features

Project Initiation
  Project Creation Wizard
  Project Templates (customizable)
  Project Charter (enhanced)
  Project Team
  Project Settings

Project Management
  Status
  Status Reports
  My Work
  Tasks
  Stages
  Deliverables
  Gantt
  Issues
  Risks
  Costs and Budgets
  Actions
  Document Management (via SharePoint Online)
  Project Communications
  Project Stage Approvals
  Audit History

  Kanban Boards
  Metric Tiles

Projects, Program and Portfolio Reporting
  My Work Views
  Status Reports
  Resource Utilization Reports
  Cross-Project Reporting
  Program Management
  Portfolio Management
  Interactive Dashboards
  Power BI Reports and Integration

Getting Started
  Easy Install
  Knowledgebase

Support and Services
  Start Deployment Services
  Support Desk
  Dedicated Project Management Success Consultant
  Unlimited Training Library Access
  Project Management Success Review
  Evolve Deployment Service

Request Management
  Request Details
  Project Details
  Approvals
  Approvals History
  Automated Project Creation

Security
  Advanced Permissions and Security

Configurable and Customizable Capabilities
  Admin Area
  Templates Area
  Project Templates
  Form Templates
  Custom Form Configurator
  Custom Columns
  Request Templates
  Power Automate Workflows

BrightWork 365 Features

Project Initiation
  Project Creation Wizard
  Project Templates (customizable)
  Project Charter (enhanced)
  Project Team
  Project Settings

Project Management
  Status
  Status Reports
  My Work
  Tasks
  Stages
  Deliverables
  Gantt
  Issues
  Risks
  Costs and Budgets
  Actions
  Document Management (via SharePoint Online)
  Project Communications
  Project Stage Approvals
  Audit History

Projects, Program and Portfolio Reporting
  My Work Views
  Status Reports
  Resource Utilization Reports
  Cross-Project Reporting
  Program Management
  Portfolio Management
  Interactive Dashboards
  Power BI Reports and Integration

Getting Started
  Easy Install
  Knowledgebase

Support and Services
  Start Deployment Services
  Support Desk
  Dedicated Project Management Success Consultant
  Unlimited Training Library Access
  Project Management Success Review
  Evolve Deployment Service

Request Management
  Request Details
  Project Details
  Approvals
  Approvals History
  Automated Project Creation

Collaboration
  Microsoft Teams Integration

Security
  Advanced Permissions and Security

Configurable and Customizable Capabilities
  Admin Area
  Templates Area
  Project Templates
  Form Templates
  Custom Form Configurator
  Custom Columns
  Request Templates
  Power Automate Workflows

Get up to speed on BrightWork 365 with Guides and Videos  

Your one-stop for all queries and tutorials on BrightWork 365.

Happy and Successful Customers

BrightWork helps organizations all around the world reach their project management goals.

“With BrightWork 365 we have an integrated Project Request and Portfolio Management System which increases visibility within the business of project status, issues and progress. The out of the box templates were easily configured by our BrightWork Consultant to meet our specific needs, and the ability to create our own Content Templates ensures a consistent approach to project planning and deliverable requirements on project creation.

The ‘live’ project Dashboards allow the user to visualise the shape and health of the Portfolio, drilling down into detail if required, and with individual Status Reports the Project Leads can share progress with those outside the project team.”

BrightWork 365 helped streamline project tracking, resource allocation, and reporting, ensuring better decision-making and alignment with strategic goals. Its integration with Microsoft 365 enhances usability, making it a powerful tool for driving project efficiency and success. – Senior Director, PMO, Global Logistics Company

“With BrightWork 365 being a Microsoft 365 solution, reporting became easier along with increased visibility in all aspects of our projects. The familiar interface as well as utilization of SharePoint Online and Microsoft Teams enabled our team for quicker adoption.”

Logo

We were looking to implement a tool that was tightly integrated with the Microsoft ecosystem that we could automate and extract information between systems. Excellent integration capabilities combined with a business who is interested in improving the product is an outstanding outcome for us.

We wanted to establish a good project delivery model and guide project managers to get even better at managing projects day to day. Our PMO has the saying  – Simplicity & Transparency – BrightWork365 gave us the tools to do that. Having the whole portfolio in the same tool and integrated to the PowerApps world gives us great possibilities to manage and report the whole portfolio of very different projects.

Crystal Group BrightWork 365 2

“The difficulty for us when selecting a project management tool was our need to store sensitive documents. The fact that Brightwork M365 is hosted within our GCC High tenant ensures that our data remains secure and compliant, giving us peace of mind while managing our projects.

Furthermore, the tool’s ability to adapt to our specific needs through customization using Power Apps has been a game-changer. We have been able to tailor the app and tables to match our unique requirements, making it truly our own.”

We had over 200 requests in a pile with no organization.  Brightwork allowed us to provide visibility into the individual projects and to save the key deliverables where all can see.’’

“The intuitive, user-friendly interface has made it easy for my team to onboard and navigate the system efficiently. I particularly appreciate the robust customization options and out-of-the-box features, which allow us to tailor project management workflows to our unique needs with minimal effort.

Brightwork 365 truly enhanced our project visibility, collaboration, and reporting. Moreover, their consultation services are both insightful and cost-effective, providing valuable guidance without straining our budget. I highly recommend Brightwork 365 to teams looking for a reliable and feature-rich platform.’’

– Arthur Scott, Program Manager

Contact us about switching to BrightWork 365

Not finding a time that suits? Give us a call or contact us here.

Watch The BrightWork 365 Video Demo

Collaborate seamlessly from anywhere, with BrightWork 365 and Microsoft Teams.