Customer Success

Articles

What is a BrightWork Customer Success Partner?
A Customer Success Partner from BrightWork 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 harne...
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...
3D Deployment Process 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...
3D Deployment Process Deep Dive
Introduction Introductory Call Agenda Introductions Review the meeting agenda and objectives Review Desired Outcomes and Value Expected Introduction to the Project Management Success Strategy Review the BrightWork 3D Deployment Process M...
Customer Success Training Syllabus
For BrightWork 365 versions older than v1.7 see Prior Release Training Guides . 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 ...
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...