This role-based training content is used by our Customer Success Partners as part of BrightWork 365 Service Offerings. This sample content can be adjusted by the BrightWork Champion and the BrightWork 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 to setup the necessary app elements for further use by the other roles.
1-BrightWork Champion
Approximately 2 hours
BrightWork 365 Overview
- What is a BrightWork Champion?
- What is BrightWork 365?
- BrightWork 365 Structure
- Technologies Used
- Navigating BrightWork 365
- BrightWork User Management
- Frequently Asked Questions
Portfolios & Programs
- Use Case Discussion
- Create a Portfolio
- Create a Program
- Exercise
Requests
- Use Case Discussion
- Create a Project Request
- How to Create a Project Without a Request
- Request Approval Stages and Built-in Approval Business Process Flows
- Exercise
Project Standard Template
New Product Introduction Template
- Template Details including Differences from Project Standard
- Exercise
Product Update Template
- Template Details including Differences from Project Standard
- Exercise
Work Reports (Issues, Risks, My Work)
- Use Case Discussion
- Work Reports
- Demo
- Exercise
Interface
Power BI Reports
- Use Case Discussion
- Power BI Reports Overview
- Demo
- Exercise
Customization
Open Forum Q&A
2-Project Manager
Approximately 2 hours
BrightWork 365 Overview
- What is BrightWork 365?
- BrightWork 365 Structure
- Technologies Used
- Navigating BrightWork 365
- Frequently Asked Questions
Requests
- Use Case Discussion
- Create a Project Request
- How to Create a Project Without a Request
- Request Approval Stages and Built-in Approval Business Process Flows
- Exercise
Project Standard Template
New Product Introduction Template
- Template Details including Differences from Project Standard
- Exercise
Product Update Template
- Template Details including Differences from Project Standard
- Exercise
Work Reports (Issues, Risks, My Work)
- Use Case Discussion
- Work Reports
- Demo
- Exercise
Interface
Power BI Reports
- Use Case Discussion
- Power BI Reports Overview
- Demo
- Exercise
Open Forum Q&A
3-Team Member
Approximately 1 hour
Training Topics
- Navigating BrightWork 365
- Find Assigned Work and Update Work Progress
- Document Management
- Configure a Personal View
- Exercise
Open Forum Q&A
4-Senior Executive
Approximately 1 hour
BrightWork 365 Overview
- What is BrightWork 365?
- BrightWork 365 Structure
- Technologies Used
- Navigating BrightWork 365
- Frequently Asked Questions
Requests
- Use Case Discussion
- Create a Project Request
- Request Approval Stages and Built-in Approval Business Process Flows
- Exercise
Interface
Power BI Reports
- Use Case Discussion
- Power BI Reports Overview
- Demo
- Exercise