What you get:

BMC Helix will perform the following:

The BMC Helix Project Manager will collaborate with the Customer's Project Manager to conduct the following governance activities for up to 5 Business Days, with the option to extend in increments of 5 Business Days (e.g., 10, 15, 20) where the Customer requires additional Project Manager support:

• Provide project management
• Assign a Technical Architect for technical governance for up to 5 Business Days, with the option to extend in increments of 5 Business Days (e.g., 10, 15, 20) where the Customer requires additional Technical Architect support, which may include the following:
  • Assist a project manager or program manager in leading the engagement team.
  • Provide technical guidance on how to best align business drivers and requirements with BMC Helix product capabilities
  • Assist with analysis of capabilities, business and technical requirements.
  • Provide recommendations in accordance with BMC Helix best practices.
  • Create a Construction Document (if applicable)
• Conduct a Project Kick-off Meeting (if applicable)
• Collaborate with the Customer to define project milestones and timelines
• Create a Project Schedule
• Advise the Customer on project progress, including scope and timing through Project Status Reports
• Assist the Customer’s Project Manager in leading the engagement team
• Actively participate, as necessary, in the project steering committee

Customer will be responsible for:

The Customer Project Manager will work with the BMC Helix Project Manager to perform the following governance activities: 

• Identifying and assigning Customer team members to the project including executive sponsor and implementation owner
• Providing access to required Customer stakeholders
• Confirming implementation scope, objectives, and priorities
• Supporting timely decision-making during governance checkpoints
• Customer to lead the engagement team with BMC Helix Project Manager assistance

Assumptions / Out of scope:

• Scope and deliverables will be agreed at the start of the engagement to fit within the 5 Business Days of project management and 5 Business Days of technical governance.
• Remote delivery only, verbally and in writing in English.
• Hands-on configuration and implementation are outside the scope of this governance service.
• Changes to internal infrastructure, networks, firewall rules, and communication channels are the Customer’s responsibility.
• The initial 14-credit package includes up to 5 Business Days of project management and up to 5 Business Days of technical governance. Extensions may be agreed for either role in increments of 5 Business Days. The scope, credit price, and delivery schedule for each extension must be agreed before additional work starts; extensions are not included in the initial 14 credits. Additional workstreams, design cycles, entities, or validation rounds beyond the agreed scope require an agreed scope adjustment or additional redemption.

Deliverables:

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

• Project Schedule: agreed milestones, timelines, responsibilities, and dependencies.
• Project Status Report: progress against the agreed schedule, key risks and issues, and required decisions.
• Construction Document: technical guidance aligned to the agreed implementation scope and requirements. Whether this deliverable is required will be agreed at kickoff.

Completion Criteria: 

BMC Helix will have completed the Service when the agreed in-scope activities are complete and the Deliverables:

(i) Address the implementation scope and objectives agreed at the start of the engagement; have been reviewed in accordance with the Terms of Use; and have been delivered to the Customer Project Manager

(ii) Consumption of the allocated Business Days alone does not constitute completion. If additional effort is needed to complete the agreed deliverables, BMC Helix and the Customer will agree to additional redemption or a revised scope before the allocated Business Days are exhausted.

From the delivery start date, the service must be consumed and completed within 90 days. If Customer delays prevent completion within this window, BMC Helix and the Customer must agree a revised delivery schedule and any required scope or credit adjustment before the window expires. Expiry of the 90-day window alone does not constitute completion.

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

Pre-requisites:

• Customer identification of sponsor and stakeholders
• Confirmation of implementation scope and timeline
• Availability for governance and steering sessions

Additional Resources:

• Estimated Duration: Up to 90 days
• In-scope Product(s):
  
  • BMC Helix ITSM
  • BMC Helix Digital Workplace
  • BMC Helix Discovery
  • BMC Helix Business Workflows
  • BMC Helix Platform
  • BMC Helix Capacity Optimization
  • BMC Helix Monitor
  • BMC Helix Optimize
  • BMC Helix Knowledge Management by ComAround
• Service Type: Activate
• Owner: Helix
• Success Service Code: 
  • IMPL_GOV_002
• Date Last Updated : 10/06/2026