What you get:

BMC Helix will perform the following:

• Conduct a workshop to review out-of-the-box capabilities of BMC Helix Business Workflows
• Review pre-existing BMC Helix line of business content packs for human resources, facilities, finance, legal and procurement
• Configure one pre-existing BMC Helix line of business content pack up to the following:

• Item	Quantity
  Service requests	3
  Case templates	5
  Task templates	5
  Email templates	5
  Approval configuration for business cases	1
  Knowledge articles	10
  Approval mappings for cases	3
  Service Targets	6

• Configure and load Foundation Data^*
• Prepare Solution Design document
• Prepare Construction Document
• The in-scope configurations will be done in one non-production environment and migrated to the production environment
• Conduct hand-off session with customer

Customer Responsibilities:

• Ensure availability of subject matter experts for workshop with BMC Helix for the following:
  • Foundation Data
  • Knowledge articles
  • High level use cases

BMC Helix will provide this service with one of the approaches below: 

Deliverables: Using BMC Helix standard methodology and templates, the following Deliverables are in scope for this project and will be delivered:

• Construction Document
• Solution Design Document

Completion Criteria: BMC Helix will have completed these Consulting Services when the in-scope Consulting Services have been completed and the Deliverables have been delivered to the Customer Project Manager.

Pre-requisites:

• Customer has installed and configured the BMC Helix Client Gateway solution

Additional information:

• Estimated Duration: 6 weeks
• In-scope Product: Helix Business Workflows, Helix Virtual Agent, Helix Digital Workplace, Helix ITSM
• Service Type: Activate
• Owner: Helix
• Success Service Codes:  HBWF_STRT_003_OFFSHORE , HBWF_STRT_003_ONSHORE  
• Date Last Updated: 04/03/2026