SUCCESS CATALOG
BMC HELIX DASHBOARDS AND REPORTING SERVICE

BMC Helix Dashboards and Reporting Service

3+ CREDITS

This Service will evaluate and assess the Customer’s dashboard and reporting needs by conducting a workshop with the Customer. The workshop will gather the Customer’s requirements based on personas/roles, BMC Helix products, functionalities, processes, business challenges and other business needs. In turn, BMC Helix will provide applicable recommendations and perform configuration activities to the necessary dashboards and reports for the associated Customer stakeholders.

What you get:

BMC Helix will perform the following in one environment based on the selected option(s) within the table(s) below:

Conduct a workshop to review out-of-the-box capabilities of BMC Helix Dashboards.
- (Demo of our internal library, discuss our internal library, view real-world dashboards – 360 views, provide a report of recommendations on the levers to select in the catalog to support customers' requirements.)

Delivery Type	Credits Required	Service Code	Duration
Standard Delivery*	N/A	N/A	N/A
Country-Specific Staffing*	9	DASH_ADVL_001_ONSHORE	5 days

Import dashboards from field practices /real world use cases.
Configure out-of-the-box roles and permissions for up to five users (if needed).

Delivery Type	Credits Required	Service Code	Duration
Standard Delivery*	3	DASH_STAN_001_OFFSHORE	4 days
Country-Specific Staffing*	6	DASH_STAN_001_ONSHORE	4 days

Customers will have the option to:
- Import an existing BMC Helix Dashboard - OR - BMC Helix create a new dashboard for Customer based on the following criteria:
  - Contains no join queries, one panel and one linked dashboard. (No variables).
Configure out-of-the-box roles and permissions for up to five users (if needed).

Delivery Type	Credits Required	Service Code	Duration
Standard Delivery*	4	DASH_SMPL_001_OFFSHORE	5 days
Country-Specific Staffing*	8	DASH_SMPL_001_ONSHORE	5 days

Customers will have the option to:
- Import an existing BMC Helix Dashboard - OR - BMC Helix create a new dashboard for Customer based on the following criteria:
  - Contains up to two join queries, up to two panels, and up to two linked dashboards.
Configure out-of-the-box roles and permissions for up to five users (if needed).

Delivery Type	Credits Required	Service Code	Duration
Standard Delivery*	5	DASH_MODR_001_OFFSHORE	7 days
Country-Specific Staffing*	10	DASH_MODR_001_ONSHORE	7 days

Customers will have the option to:
- Import an existing BMC Helix Dashboard - OR - BMC Helix create a new dashboard for Customer based on the following criteria:
  - Contains up to five join queries, up to five panels, up to three cascading filters, and up to five linked dashboards.
Configure out-of-the-box roles and permissions for up to five users (if needed).
Conduct knowledge transfer session for the dashboard(s).

Delivery Type	Credits Required	Service Code	Duration
Standard Delivery*	6	DASH_ENHN_001_OFFSHORE	9 days
Country-Specific Staffing*	13	DASH_ENHN_001_ONSHORE	9 days

Conduct a workshop to review out-of-the-box capabilities of BMC Helix Dashboards.
- (Demo of our internal library, discuss our internal library, view real-world dashboards – 360 views, provide a report of recommendations on the levers to select in the catalog to support customers' requirements.)

Delivery Type	Credits Required	Service Code	Duration
Standard Delivery*	N/A	N/A	N/A
Country-Specific Staffing*	9	DASH_ADVL_001_ONSHORE	5 days

Import dashboards from field practices /real world use cases.
Configure out-of-the-box roles and permissions for up to five users (if needed).

Delivery Type	Credits Required	Service Code	Duration
Standard Delivery*	3	DASH_STAN_001_OFFSHORE	4 days
Country-Specific Staffing*	6	DASH_STAN_001_ONSHORE	4 days

Customers will have the option to:
- Import an existing BMC Helix Dashboard - OR - BMC Helix create a new dashboard for Customer based on the following criteria:
  - Contains no join queries, one panel and one linked dashboard. (No variables).
Configure out-of-the-box roles and permissions for up to five users (if needed).

Delivery Type	Credits Required	Service Code	Duration
Standard Delivery*	4	DASH_SMPL_001_OFFSHORE	5 days
Country-Specific Staffing*	8	DASH_SMPL_001_ONSHORE	5 days

Customers will have the option to:
- Import an existing BMC Helix Dashboard - OR - BMC Helix create a new dashboard for Customer based on the following criteria:
  - Contains up to two join queries, up to two panels, and up to two linked dashboards.
Configure out-of-the-box roles and permissions for up to five users (if needed).

Delivery Type	Credits Required	Service Code	Duration
Standard Delivery*	5	DASH_MODR_001_OFFSHORE	7 days
Country-Specific Staffing*	10	DASH_MODR_001_ONSHORE	7 days

Customers will have the option to:
- Import an existing BMC Helix Dashboard - OR - BMC Helix create a new dashboard for Customer based on the following criteria:
  - Contains up to five join queries, up to five panels, up to three cascading filters, and up to five linked dashboards.
Configure out-of-the-box roles and permissions for up to five users (if needed).
Conduct knowledge transfer session for the dashboard(s).

Delivery Type	Credits Required	Service Code	Duration
Standard Delivery*	6	DASH_ENHN_001_OFFSHORE	9 days
Country-Specific Staffing*	13	DASH_ENHN_001_ONSHORE	9 days

Customer will be responsible for:

Providing Dashboard and reporting requirements
Conducting functional testing

BMC Helix will provide this Service with one or many of the approaches below:

Options	Advisory	Standard	Simple	Moderate	Enhanced
Standard Delivery Credits Required	N/A	3	4	5	6
Country-Specific Staffing	9	6	8	10	13
Estimated Duration	5 days	4 days	5 days	7 days	9 days

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

Advisory:
- Report to include:
  - Dashboard requirements
  - Recommended Dashboard option(s) to redeem
    - Standard Dashboard, Simple Dashboard, Moderate Dashboard, Enhanced Dashboard.
Standard, Simple, Moderate, Enhanced:
- Construction Document

Completion Criteria: BMC Helix will have completed the Service when the in-scope Service have been completed and the Deliverables have been reviewed in accordance with the Terms of Use and delivered to the customer Project Manager.

From delivery start date, the service must be consumed and completed within 30 days. Consultant days must be booked in no less than 8-hour increments/full days.

Pre-requisites:

Customer must have a valid subscription to BMC Helix ITSM

Additional information:

Estimated Duration: 1 – 2 weeks
In-scope Products: BMC Helix Automation Console, BMC Helix Business Workflows, BMC Helix Cloud Security, BMC Helix CMDB, BMC Helix Continuous Optimization, BMC Helix Digital Workplace, BMC Helix Innovation Suite, BMC Helix Intelligent Automation, BMC Helix ITSM, Live Chat, BMC Helix Log Analytics, BMC Helix Operations Management, BMC Helix Portal, BMC Helix Virtual Agent
Service Type: Activate
Owner: Helix
Success Service Code:
- DASH_ADVI_001_OFFSHORE
- DASH_ADVI_001_ONSHORE
- DASH_STAN_001_OFFSHORE
- DASH_STAN_001_ONSHORE
- DASH_SMPL_001_OFFSHORE
- DASH_SMPL_001_ONSHORE
- DASH_MODR_001_OFFSHORE
- DASH_MODR_001_ONSHORE
- DASH_ENHN_001_OFFSHORE
- DASH_ENHN_001_ONSHORE
Date Last Updated: 03/30/2026

Deliverables:

Standard Dashboard – Configure up to three to five users with out-of-the-box roles and permissions (if needed).

Simple Dashboard – Configure up to three users with out-of-the-box roles and permissions (if needed). Contains no join queries, one panel and one linked dashboard. (No variables).

Moderate Dashboard – Configure up to three users with out-of-the-box roles and permissions (if needed). Contains up to two join queries, up to two panels, and up to two linked dashboards.

Enhanced Dashboard – Configure up to three users with out-of-the-box roles and permissions (if needed). Contains up to five join queries, up to five panels, up to three cascading filters, and up to five linked dashboards.

Country-Specific Staffing: Upon Customer’s request and BMC Helix resource availability, BMC Helix will deviate from BMC Helix Standard Delivery model. BMC Helix will work with Customer to understand and address their country-specific staffing requirements. The staffing choice from which country a BMC Helix resource comes from will be mutually agreed to by BMC Helix and Customer.

Standard Delivery: A mix of BMC Helix consultants and project managers sourced from various BMC Helix locations.

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