Customer Success Training Syllabus

Introduction

This role-based training content is used by our BrightWork Customer Success Partners as part of BrightWork 365 Service Offerings. This sample content can be adjusted by the BrightWork Champion along with the Customer Success Partner to ensure proper tracking with the customer’s custom solution.

We recommend working through the roles in the order presented, starting with the BrightWork Champion role to setup the necessary app elements for further use by the other roles.


1-BrightWork Champion

Approximately 4 hours

BrightWork Champion Introduction

Portfolios & Programs

Requests

Projects

Work Allocation Reports (My Work, Tasks, Issues, etc.)

Interface

Power BI Dashboards

  • Power BI Dashboards Overview
  • Practical Exercise (if you have Power BI access):
    • Find the work assigned to you in all relevant Power BI Dashboards.

Customization


Open Forum Q&A and Training Feedback

2-Project Manager

Approximately 4 hours

Project Manager Introduction

Requests

Projects

Work Allocation Reports (My Work, Tasks, Issues, etc.)

Interface

Power BI Dashboards

  • Power BI Dashboards Overview
  • Practical Exercise (if you have Power BI access):
    • Find the work assigned to you in all relevant Power BI Dashboards.

Open Forum Q&A and Training Feedback

3-Team Member

Approximately 1 hour

Team Member Training Topics


Open Forum Q&A and Training Feedback

4-Senior Executive

Approximately 1 hour

Senior Executive Introduction

Requests

Interface

Power BI Dashboards

  • Power BI Dashboards Overview
  • Practical Exercise (if you have Power BI access):
    • Find the work assigned to you in all relevant Power BI Dashboards.

Open Forum Q&A and Training Feedback