Book Your Project Management Health Check


The annual Project Management Health Check is included as part of your support and upgrade plan.

The Project Management Health Check, not only is beneficial for the customers, but for myself as well. To be able to continuously understand how customers are using BrightWork and how they’d like to evolve their project and portfolio management is how our customers are successful. It’s an opportunity to listen, understand, and act, to make their lives easier.

Scott Footlik
Customer Success Partner, BrightWork

How it Works…

A Project Management Health Check is a critical component of our customer’s support and upgrade plan. Our aim is to support an effective way to manage your projects and portfolios that works for you and your team.

1. Immediate Needs

Addressing your immediate needs allows for us to start off on the right path. This is your time to ask any top-of-mind questions, bring  any current issues to the table, or to simply ask for a quick how-to

I have some initial questions on my mind

I need to fix some immediate issues

I would like some ‘How-To’ tips to ensure everything is working smoothly

2. Current State

A recent activity walk-through allows for us to see how you’re currently managing your projects and activities in order for us to assess if there’s an easier way for you to accomplish the same result. There might be new features or processes that you might want to adopt.

My needs are specific and require the latest features and templates of BrightWork

I want to improve my success with my BrightWork deployment

Are the key factors that ensure success with project and portfolio management decided?

3. Desired State

Planning for the future is never easy but we can help ease some of that pain by helping you get your goals, priorities, and vision for your project management documented and ready for future roll out. We’ll help decide where and how you’d like to evolve your project management and plan next necessary steps to ensure we’ll get you there.

How can BrightWork help my organization’s plans for the coming year?

How can I improve user adoption?

We want to advance my project and portfolio management