Customer Success

Articles

What is a BrightWork Customer Success Partner?
A BrightWork Customer Success Partner is not just a team member; they are your dedicated partner in achieving project management success. With their extensive knowledge of project management processes, best practices, and templates that harness th...
BrightWork 365 Solution Services
In addition to the Support service and Project Management Success Review (see agenda below) that are part of the BrightWork 365 subscription, the following solution services are designed to help you get immediate value from BrightWork 3...
BrightWork 365 Start Service Overview
The Start Service uses the BrightWork implementation process called 3D (Design, Deliver, Deploy). 3D is a clear, transparent, and practical change management process focused on the project management needs of your group.   We work with you eve...
BrightWork 365 Start Plans
Introduction BrightWork Customer Success Partners work alongside customers to deploy BrightWork 365 using a structured rollout plan, with flexible options of 30, 60, or 90 day Start deployments. Initial deployments are accelerated by using suff...
3D Deployment Process Deep Dive
Introduction Pre-Handover Call Activity Your BrightWork Representative will schedule your deployment kickoff call and the handover to your BrightWork Customer Success Partner . Prior to the kickoff call, please ask your Microsoft 365 Admin...
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 Part...
Deployment Best Practices
Do's Thorough Planning Do: Invest time in comprehensive planning before the deployment. Understand the specific needs and requirements of your organization.  Do: Consider user roles, project structures, and data governance to ensure th...
Add a BrightWork Customer Success Local User
In order to collaboratively work on customizations together with BrightWork, you will need to add a BrightWork Customer Success local user to your Microsoft 365 tenant and Power Platform development environment: Navigate to the Microsoft 365 Ad...