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© 2014 IBM Corporation

IBM Rational Assisted Deployment Services Offering
Collaborative best in breed offering between
Rational Services and Accelerated Value Program
for client success

®
Assisted Deployment Services Offering
Purpose - For clients who will be implementing or upgrading Rational software with their
own resources. Provide client with access to IBM subject matter expertise during
critical planning and implementation phases.
Offering includes upfront IBM Solution Architect expertise during planning phase for review,
collaboration, gap analysis & advisement for success. (Rational Services)
Offering includes Deployment Leader expertise during the client’s execution phase to provide
remote dedicated technical focus and to fast track any questions or problems that may arise
while iterating the project plan as needed. (AVP Program or Rational Services Engagement
Leader)

Goal – To cost effectively reduce the client’s time (ROI) through successful deployment
and adoption.
Key Factors
Client will leverage own resources for hands-on planning, testing and implementation
Client will produce and own documentation including: goal statement, measures of success,
project plan, test plans, use cases, topology
IBM will contribute and advise while providing best practices and templates but will not own the
planning or execution.

IBM Value Add
Provides the right level of up-front expertise to proactively mitigate risk and delay
Expedites execution phase with dedicated IBM resource facilitating IBM involvement as
needed.

2
IBM Software Deployment Leader - Value Add & Advantages
With this service offering the client will receive key IBM holistic guidance and advisement
above and beyond normal support as described below.
Task

IBM Deployment Leader

Client Project Manager

Fastrack PMRs, Fixes, and
RFEs
Lead cross-brand product
investigations (WAS, JAVA,
RTC)
Drive project deliverables and
milestones
Raise architectural, process,
and tooling concerns
Facilitate product roadmap
discussions
Bring together IBM Dev and
3rd party providers on
integrations issues
3
Typical Activities Include
IBM Solution Architect Reviews

Deployment Leader Real Time Collaboration

Review Topology & Architecture

Attend Daily Stand Up Meetings

Review Deployment Plan

Coordinate with IBM SO or Client IT teams

Review Training Plan

Provide General Q&A

Review Migration Plan

Third Party Dependency Mapping

Review Risk Plan and Mitigation Actions

Issue Tracking (PMR) & Expedited Resolution

Typical Deliverables Include
IBM Solution Architect Items (**)

Deployment Leader Items

Topology & Architecture Diagram

Weekly Deployment Progress Status

Deployment Project Plan

Monthly ROI Review

Training & On boarding Plan

Issue Tracking (PMR Log)

Use Case & Test Plan

Defect Tracking

Review Risk Plan and Mitigation Actions
** NOTE – All plans, documentation & diagrams are client owned and executed

IBM Deliverable – Presentation covering IBM’s consolidated recommendations for implementation
success.
4
Assisted Deployment Services Offering Structure:
Planning Phase Example
Solution Architect

Gather Information
Review, Analyze
situation
- Remote -

Support, Advise
- On site -

Support, Advise
- Remote -

Support,
Recommendation
- Remote -

Week-1 (24 hours)

Week-2 (40 hours)

Week-3 (40 hours)

Week-4 (32 hours)

• Understand the client’s business
goal for the Rational implementation
• Review current topology, versions,
middleware, third party tooling
dependency
• Review Use Cases, deployment
plan draft, testing scenario, issues
•Research prior similar ISSR
deployments, review situation with
Lab and Support

• Participate or lead meeting with client IT
team to augment current plans
• Question and answer sessions for gap
analysis and risk planning
• Share experience and best practices
• Provide guidance and input on planning

• Participate or lead follow on
meetings with client IT team to
update plans
• Additional Question and
answer sessions for gap
analysis and risk planning
• Facilitate IBM meetings for any
needed input or review of
topology, test cases etc.
• Additional technical review meetings
• Review information and material,
craft the IBM recommendations for
success
5
Assisted Deployment Services Offering Structure:
Execution Phase Example
Deployment Leader

Dedicated IBM Focus,
Attend planning meeting,
track issues,
facilitate IBM parties,
input into test cases,
test case results,
key project milestones,
Knowledge sharing

12 Weeks (10 Hours Week Support)
•2 hours in weekly checkpoint meetings
• Facilitate needed technical meetings
between IBM and Client
• Activity & Milestone tracking
• Product configuration validation (settings
& tuning)
• Testing support
• Implementation support
• Issue log and PMR tracking related to
project

6
IBM Rational Lab Services Client Stories | Assisted Deployment

Client
Win

Insurance Client uses Assisted Deployment Services Offering to
springboard their CLM migration
Need

Migrated user base from Star (Source Control) & Claim (Requirements) to RTC
& RRC in a six month time frame so client could avoid additional cost.

Solution

Collaborative Lifecycle Management Deployment

Implementation

Rational consultants and Support reviewed, advised and collaborated with the
client's resources and implementation team. The combined teams (IBM &the
client) reviewed the Rational Services best practices and approach for
deployment, providing guidance to the client team on key areas of focus for
success. This included a set of recommendations and technical architecture
guidance.

Value

As a result of the Assisted Deployment Services Offering, the client has begun
production use of the CLM solution resulting in 600 license activations. There
has not been a single critical situation opened, PMR volume is well below
average, and the client has purchased $70K in Rational Professional Services.
The Client’s CIO has credited Rational Services and support work and the
software solution for a $5 million reduction in operational expenses.
IBM Rational Lab Services Client Stories | Assisted Deployment

Client
Win

Insurance Client uses Assisted Deployment Services Offering to extend
their RTC Implementation
Need

Improve RTC product stability and performance while implementing enterprise
architecture for scalability and growth.

Solution

Add 1300 additional users to RTC while including additional use cases and
managing performance when loading large plans. Implement RTC architecture
for cross-portfolio use.

Implementation

Rational Services and Support worked together over a six-month period to
review, advise and collaborate with the client's resources and implementation
team. The IBM team reviewed best practices and provided recommended
deployment guidance for the client team. The recommendations, test
scenarios, architecture and adoption strategy helped the client team focus on
the key areas to ensure success.

Value

As a result of the work, the client is stable and on boarding new users in
production, and plan load performance has improved 25 to 50%. The client
purchased a $2M+ deal with IBM where this work on RTC was directly called
out as a determining factor. Two additional service engagements have been
signed. No critical situations opened, and PMR volume is well below average.
For more information or to engage Rational Services, contact:

ratlsvcs@us.ibm.com
© Copyright IBM Corporation 2013. All rights reserved. The information contained in these materials is provided for informational purposes only, and is provided AS IS without warranty of any
kind, express or implied. IBM shall not be responsible for any damages arising out of the use of, or otherwise related to, these materials. Nothing contained in these materials is intended to, nor
shall have the effect of, creating any warranties or representations from IBM or its suppliers or licensors, or altering the terms and conditions of the applicable license agreement governing the
use of IBM software. References in these materials to IBM products, programs, or services do not imply that they will be available in all countries in which IBM operates. Product release dates
and/or capabilities referenced in these materials may change at any time at IBM’s sole discretion based on market opportunities or other factors, and are not intended to be a commitment to
future product or feature availability in any way. IBM, the IBM logo, Rational, the Rational logo, Telelogic, the Telelogic logo, and other IBM products and services are trademarks of the
International Business Machines Corporation, in the United States, other countries or both. Other company, product, or service names may be trademarks or service marks of others.

9

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Assisted deployment services offering overview

  • 1. © 2014 IBM Corporation IBM Rational Assisted Deployment Services Offering Collaborative best in breed offering between Rational Services and Accelerated Value Program for client success ®
  • 2. Assisted Deployment Services Offering Purpose - For clients who will be implementing or upgrading Rational software with their own resources. Provide client with access to IBM subject matter expertise during critical planning and implementation phases. Offering includes upfront IBM Solution Architect expertise during planning phase for review, collaboration, gap analysis & advisement for success. (Rational Services) Offering includes Deployment Leader expertise during the client’s execution phase to provide remote dedicated technical focus and to fast track any questions or problems that may arise while iterating the project plan as needed. (AVP Program or Rational Services Engagement Leader) Goal – To cost effectively reduce the client’s time (ROI) through successful deployment and adoption. Key Factors Client will leverage own resources for hands-on planning, testing and implementation Client will produce and own documentation including: goal statement, measures of success, project plan, test plans, use cases, topology IBM will contribute and advise while providing best practices and templates but will not own the planning or execution. IBM Value Add Provides the right level of up-front expertise to proactively mitigate risk and delay Expedites execution phase with dedicated IBM resource facilitating IBM involvement as needed. 2
  • 3. IBM Software Deployment Leader - Value Add & Advantages With this service offering the client will receive key IBM holistic guidance and advisement above and beyond normal support as described below. Task IBM Deployment Leader Client Project Manager Fastrack PMRs, Fixes, and RFEs Lead cross-brand product investigations (WAS, JAVA, RTC) Drive project deliverables and milestones Raise architectural, process, and tooling concerns Facilitate product roadmap discussions Bring together IBM Dev and 3rd party providers on integrations issues 3
  • 4. Typical Activities Include IBM Solution Architect Reviews Deployment Leader Real Time Collaboration Review Topology & Architecture Attend Daily Stand Up Meetings Review Deployment Plan Coordinate with IBM SO or Client IT teams Review Training Plan Provide General Q&A Review Migration Plan Third Party Dependency Mapping Review Risk Plan and Mitigation Actions Issue Tracking (PMR) & Expedited Resolution Typical Deliverables Include IBM Solution Architect Items (**) Deployment Leader Items Topology & Architecture Diagram Weekly Deployment Progress Status Deployment Project Plan Monthly ROI Review Training & On boarding Plan Issue Tracking (PMR Log) Use Case & Test Plan Defect Tracking Review Risk Plan and Mitigation Actions ** NOTE – All plans, documentation & diagrams are client owned and executed IBM Deliverable – Presentation covering IBM’s consolidated recommendations for implementation success. 4
  • 5. Assisted Deployment Services Offering Structure: Planning Phase Example Solution Architect Gather Information Review, Analyze situation - Remote - Support, Advise - On site - Support, Advise - Remote - Support, Recommendation - Remote - Week-1 (24 hours) Week-2 (40 hours) Week-3 (40 hours) Week-4 (32 hours) • Understand the client’s business goal for the Rational implementation • Review current topology, versions, middleware, third party tooling dependency • Review Use Cases, deployment plan draft, testing scenario, issues •Research prior similar ISSR deployments, review situation with Lab and Support • Participate or lead meeting with client IT team to augment current plans • Question and answer sessions for gap analysis and risk planning • Share experience and best practices • Provide guidance and input on planning • Participate or lead follow on meetings with client IT team to update plans • Additional Question and answer sessions for gap analysis and risk planning • Facilitate IBM meetings for any needed input or review of topology, test cases etc. • Additional technical review meetings • Review information and material, craft the IBM recommendations for success 5
  • 6. Assisted Deployment Services Offering Structure: Execution Phase Example Deployment Leader Dedicated IBM Focus, Attend planning meeting, track issues, facilitate IBM parties, input into test cases, test case results, key project milestones, Knowledge sharing 12 Weeks (10 Hours Week Support) •2 hours in weekly checkpoint meetings • Facilitate needed technical meetings between IBM and Client • Activity & Milestone tracking • Product configuration validation (settings & tuning) • Testing support • Implementation support • Issue log and PMR tracking related to project 6
  • 7. IBM Rational Lab Services Client Stories | Assisted Deployment Client Win Insurance Client uses Assisted Deployment Services Offering to springboard their CLM migration Need Migrated user base from Star (Source Control) & Claim (Requirements) to RTC & RRC in a six month time frame so client could avoid additional cost. Solution Collaborative Lifecycle Management Deployment Implementation Rational consultants and Support reviewed, advised and collaborated with the client's resources and implementation team. The combined teams (IBM &the client) reviewed the Rational Services best practices and approach for deployment, providing guidance to the client team on key areas of focus for success. This included a set of recommendations and technical architecture guidance. Value As a result of the Assisted Deployment Services Offering, the client has begun production use of the CLM solution resulting in 600 license activations. There has not been a single critical situation opened, PMR volume is well below average, and the client has purchased $70K in Rational Professional Services. The Client’s CIO has credited Rational Services and support work and the software solution for a $5 million reduction in operational expenses.
  • 8. IBM Rational Lab Services Client Stories | Assisted Deployment Client Win Insurance Client uses Assisted Deployment Services Offering to extend their RTC Implementation Need Improve RTC product stability and performance while implementing enterprise architecture for scalability and growth. Solution Add 1300 additional users to RTC while including additional use cases and managing performance when loading large plans. Implement RTC architecture for cross-portfolio use. Implementation Rational Services and Support worked together over a six-month period to review, advise and collaborate with the client's resources and implementation team. The IBM team reviewed best practices and provided recommended deployment guidance for the client team. The recommendations, test scenarios, architecture and adoption strategy helped the client team focus on the key areas to ensure success. Value As a result of the work, the client is stable and on boarding new users in production, and plan load performance has improved 25 to 50%. The client purchased a $2M+ deal with IBM where this work on RTC was directly called out as a determining factor. Two additional service engagements have been signed. No critical situations opened, and PMR volume is well below average.
  • 9. For more information or to engage Rational Services, contact: ratlsvcs@us.ibm.com © Copyright IBM Corporation 2013. All rights reserved. The information contained in these materials is provided for informational purposes only, and is provided AS IS without warranty of any kind, express or implied. IBM shall not be responsible for any damages arising out of the use of, or otherwise related to, these materials. Nothing contained in these materials is intended to, nor shall have the effect of, creating any warranties or representations from IBM or its suppliers or licensors, or altering the terms and conditions of the applicable license agreement governing the use of IBM software. References in these materials to IBM products, programs, or services do not imply that they will be available in all countries in which IBM operates. Product release dates and/or capabilities referenced in these materials may change at any time at IBM’s sole discretion based on market opportunities or other factors, and are not intended to be a commitment to future product or feature availability in any way. IBM, the IBM logo, Rational, the Rational logo, Telelogic, the Telelogic logo, and other IBM products and services are trademarks of the International Business Machines Corporation, in the United States, other countries or both. Other company, product, or service names may be trademarks or service marks of others. 9