PM Success Review Service

The Project Management Success Review makes sure BrightWork is meeting your Project Portfolio Management goals.

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Overview

Collaborate with your dedicatedly assigned Customer Success Partner to address your immediate Brightwork 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 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 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 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.

  • 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 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.

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’.

Evolve Service

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