What you get:

This Service provides access to a BMC Helix Technical Advisor for 20 days within the subscription term.

The TAS guides the customer through Value Path–aligned adoption activities, helping them understand recommended architectures, configurations, and best practices by demonstrating selected use cases in the customer’s own environment.

BMC Helix will perform the following:

• Provide Value Path-led architecture and design guidance aligned to the customer's BMC Helix adoption goals.
• Deliver best-practice recommendations mapped to the relevant BMC Helix Value Paths (Service Management, Operations Management, AIOps, GPT).
• Guide the customer on how BMC Helix capabilities align to specific value-path outcomes and maturity stages.
• Perform limited, demonstrative hands-on configuration to enable agreed, value-path-aligned use cases.
• Provide configuration examples that show recommended patterns and design intent within a value path.
• Deliver live walkthroughs and explanations of demonstrated configurations, explicitly tied to value-path outcomes.
• Collaborate with customer cross-functional teams to understand needs and tailor value-path use cases accordingly.
• Design and create interactive walkthroughs and tooltips to illustrate value-path use cases.
• Provide adoption guidance focused on enabling the customer to continue progressing along the same value path independently.

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

BMC Helix Current State Report:

• BMC Helix Value Path Alignment — Documents agreed adoption goals, selected use cases, and current-state baseline mapped to the applicable Value Path.
• Configuration Walkthrough Documentation — Reference materials including screenshots, configuration notes, and recommended patterns for demonstrated use cases.
• Handover & Adoption Guidance Summary — Best practices, design rationale, and next-step recommendations enabling the customer to independently extend the demonstrated configurations.

Completion Criteria:

A TAS engagement is considered as complete for that use cases complete when,

• The agreed use cases have been demonstrated.
• Configurations and best practices have been explained.
• Customer confirms understanding and readiness to proceed independently.

Any additional work beyond this point must be delivered through a separately scoped Professional Services engagement.

Out of Scope:

• The TAS service is predominantly advisory/guidance oriented; full implementation, rollout, or end-to-end delivery of value paths is out of scope.
• Repeated, iterative, or bulk configuration activities beyond agreed demonstrations.
• Execution of complete value-path phases or maturity levels on behalf of the customer.
• Production support, operational support, or managed services.
• Any work required to advance beyond demonstrated value-path use cases, which must be delivered through a separately scoped Professional Services engagement.

Delivery Methodology:

The TAS engagement is delivered in three phases: Align, Demonstrate, and Handover.

This approach is intended to understand and analyze the customer’s current system state, identify areas that deliver the most value, and recommend a focused set of adoption use cases. These use cases are then demonstrated to show case tangible value to the customer.

Pre-requisites:

• The BMC Helix products in scope for the Service will be mutually agreed upon by the Customer and BMC Helix, prior to the commencement of the Service.
• Customer must have the defined or mutually agreed-to in-scope BMC Helix Products currently under support by BMC Helix.
• Customer must have a valid BMC Helix Success Subscription and have at least three months remaining on the subscription.
• Customer should provide access to a non-production environment for configuration demonstrations.
• Customer should identify an internal project sponsor and technical point of contact prior to engagement kickoff.

Additional information:

• Estimated Duration: 6 months
• In-scope Products:
  • BMC Helix AIOps, 
  • BMC Helix Business Workflows
  • BMC Helix Client Management
  • BMC Helix Continuous Optimization 
  • BMC Helix Digital Workplace
  • BMC Helix Discovery
  • BMC Helix Enterprise Service Management
  • BMC Helix ITSM
  • BMC Helix Knowledge Management
  • BMC Helix Operations Management
  • BMC Helix Platform
  • BMC Helix Virtual Agent
  • Helix for Customer Service Management
  • TrueSight Automation for Networks
  • TrueSight Automation for Servers
  • TrueSight Capacity Optimization
  • TrueSight Operations Management, 
  • TrueSight Orchestration
  • TrueSight Vulnerability Management for Third-Party Applications
• Service Type: Operate
• Owner: Helix
• Success Service Code: HELIX_TECH_ADVR_001
• Date Last Updated: 06/02/2026