This document describes IBM's Rational Assisted Deployment Services offering which provides IBM subject matter expertise during critical planning and implementation phases of a client's Rational software deployment or upgrade project using the client's own resources. The offering includes an IBM solution architect for planning and a deployment leader during execution. The goal is to reduce the client's time and costs through a successful deployment. Key factors include the client leveraging their own resources while IBM contributes best practices and advice. IBM's value add is in mitigating risks and expediting the project with dedicated resources.

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.
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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
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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.
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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
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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
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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
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