YugabyteDB Professional Services Policy

Introduction

This Professional Services Policy describes the professional services offerings available from YugabyteDB, Inc. (“YugabyteDB”) to support customers in implementing, optimizing, and maximizing value from YugabyteDB products. Professional Services are provided pursuant to the terms of your Master Ordering Agreement with YugabyteDB and the applicable Order Form.

For the legal terms governing Professional Services engagements, please refer to the Professional Services Terms located at  https://www.yugabyte.com/legal/professional-services-terms/. This policy provides detailed descriptions of service offerings, methodologies, and deliverables.

1. DISCOVERY AND PLANNING SERVICES

Overview

Discovery and Planning Services help organizations assess their current database infrastructure, define migration strategies, and create comprehensive implementation roadmaps for YugabyteDB deployment.

Service Components

Current State Assessment :

  • Evaluation of existing database architecture and infrastructure
  • Analysis of current performance metrics, bottlenecks, and pain points
  • Review of data models, schemas, and application dependencies
  • Assessment of high availability and disaster recovery capabilities
  • Identification of compliance and security requirements

Requirements Gathering :

  • Workshops with technical teams and stakeholders
  • Documentation of functional and non-functional requirements
  • Capacity planning and sizing recommendations
  • Performance and scalability target definition
  • Security and compliance requirements documentation

Migration Strategy Development :

  • Analysis of migration approaches (lift-and-shift, refactor, hybrid)
  • Risk assessment and mitigation planning
  • Data migration methodology and tooling recommendations
  • Application compatibility analysis
  • Rollback and contingency planning

Implementation Roadmap :

  • Phased deployment plan with timelines and milestones
  • Resource allocation recommendations
  • Testing and validation strategy
  • Go-live planning and cutover procedures
  • Success criteria and acceptance testing framework

Typical Deliverables:

  • Current state assessment report
  • Technical requirements document
  • Migration strategy and approach document
  • Detailed implementation roadmap with timeline
  • Risk register and mitigation plan
  • Capacity sizing and infrastructure recommendations

Typical Duration: 2-4 weeks

Ideal For:

  • Organizations planning initial YugabyteDB deployment
  • Enterprises migrating from legacy databases
  • Teams requiring architectural guidance and best practices
  • Organizations needing executive-level implementation planning

2. YUGABYTEDB PROMPT SERVICES

Overview

YugabyteDB Prompt Services provide rapid, focused technical assistance to address specific challenges, answer technical questions, or provide expert guidance on particular aspects of YugabyteDB implementation and operation.

Service Components

Technical Consultation :

  • Expert guidance on specific technical challenges
  • Architecture review and optimization recommendations
  • Performance tuning and query optimization
  • Troubleshooting and problem resolution
  • Best practices guidance for specific use cases

Configuration Assistance :

  • Cluster configuration optimization
  • Replication and high availability setup
  • Security configuration and hardening
  • Backup and recovery configuration
  • Monitoring and alerting setup

Knowledge Transfer :

  • Focused training on specific features or capabilities
  • Hands-on guidance for technical teams
  • Documentation review and clarification
  • Best practices for specific deployment scenarios

Typical Deliverables:

  • Technical consultation session notes
  • Configuration recommendations
  • Troubleshooting resolution documentation
  • Best practices guidance document

Typical Duration: 1-5 days (flexible, on-demand)

Ideal For:

  • Teams needing quick expert assistance
  • Organizations with specific technical questions
  • Teams requiring focused guidance on particular features
  • Customers needing rapid problem resolution

3. MIGRATION SERVICES

Overview

Migration Services provide comprehensive support for moving data and applications from existing database systems to YugabyteDB, ensuring minimal disruption and optimal performance in the new environment.

Service Components

Migration Planning :

  • Source database analysis and profiling
  • Data volume and complexity assessment
  • Migration approach selection (online, offline, hybrid)
  • Downtime window planning and minimization strategies
  • Rollback and contingency planning

Schema Migration :

  • Schema analysis and compatibility assessment
  • Schema conversion and optimization for YugabyteDB
  • Index strategy development
  • Constraint and relationship mapping
  • Data type conversion planning

Data Migration Execution :

  • Migration tooling setup and configuration
  • Initial data load and validation
  • Incremental synchronization setup (for online migrations)
  • Data integrity verification and validation
  • Performance testing and optimization

Application Migration Support :

  • Application code review and compatibility analysis
  • Query optimization and conversion
  • Connection string and driver configuration
  • Application testing support
  • Performance validation

Cutover Support :

  • Cutover planning and execution
  • Final data synchronization
  • Application switchover coordination
  • Post-migration validation
  • Rollback support if needed

Typical Deliverables:

  • Migration plan and runbook
  • Schema conversion scripts and documentation
  • Data migration scripts and procedures
  • Application compatibility report
  • Migration validation report
  • Post-migration optimization recommendations

Typical Duration: 4-12 weeks (varies by complexity and data volume)

Ideal For:

  • Organizations migrating from Oracle, PostgreSQL, MySQL, Cassandra, or other databases
  • Enterprises with complex data models and large data volumes
  • Teams requiring hands-on migration support
  • Organizations with strict uptime requirements

4. CENTER OF EXCELLENCE SERVICES

Overview

Center of Excellence Services help organizations build internal expertise and establish best practices for YugabyteDB deployment, operation, and optimization across the enterprise.

Service Components

Best Practices Framework :

  • Development of organizational standards for YugabyteDB usage
  • Architecture patterns and reference implementations
  • Deployment and configuration standards
  • Security and compliance guidelines
  • Operational procedures and runbooks

Knowledge Transfer and Training :

  • Comprehensive training for database administrators
  • Developer training and enablement
  • Operations team training
  • Custom training curriculum development
  • Hands-on workshops and labs

Governance and Standards :

  • Database governance framework development
  • Change management procedures
  • Performance monitoring and alerting standards
  • Backup and recovery procedures
  • Disaster recovery planning and testing

Ongoing Advisory :

  • Regular architecture review sessions
  • Performance optimization guidance
  • Capacity planning support
  • Technology roadmap alignment
  • Quarterly business reviews

Internal Enablement :

  • Creation of internal documentation and knowledge base
  • Development of troubleshooting guides
  • Establishment of internal support processes
  • Mentoring and coaching for key personnel

Typical Deliverables:

  • YugabyteDB standards and best practices documentation
  • Custom training materials and curriculum
  • Governance framework and procedures
  • Reference architecture documentation
  • Internal knowledge base and runbooks
  • Quarterly review reports and recommendations

Typical Duration: 3-6 months (ongoing engagement)

Ideal For:

  • Large enterprises with multiple YugabyteDB deployments
  • Organizations building internal database competency
  • Teams requiring ongoing strategic guidance
  • Enterprises standardizing on YugabyteDB across business units

5. EXPERT SERVICES

Overview

Expert Services provide specialized, deep-dive technical expertise for complex challenges, advanced use cases, or custom requirements that require YugabyteDB’s most experienced engineers and architects.

Service Components

Advanced Architecture Design :

  • Multi-region and geo-distributed architecture design
  • Complex replication topology planning
  • Hybrid cloud and multi-cloud architecture
  • High-performance and high-scale design
  • Custom integration architecture

Performance Engineering :

  • Deep performance analysis and profiling
  • Query optimization and tuning
  • Schema optimization for specific workloads
  • Capacity modeling and forecasting
  • Benchmark design and execution

Custom Development and Integration :

  • Custom tooling and automation development
  • Integration with enterprise systems
  • Custom monitoring and alerting solutions
  • Specialized backup and recovery solutions
  • Custom migration tooling

Advanced Troubleshooting :

  • Complex performance issue diagnosis and resolution
  • Data consistency and replication issue resolution
  • Advanced cluster management and operations
  • Disaster recovery testing and validation
  • Production incident support and resolution

Proof of Concept Support :

  • POC planning and design
  • Environment setup and configuration
  • Workload simulation and testing
  • Performance validation and benchmarking
  • POC results analysis and recommendations

Typical Deliverables:

  • Custom architecture design documents
  • Performance analysis and optimization reports
  • Custom scripts, tools, or integrations
  • Troubleshooting and resolution documentation
  • POC results and recommendations report
  • Knowledge transfer sessions and documentation

Typical Duration: Varies by engagement (1 week to 6+ months)

Ideal For:

  • Organizations with complex technical requirements
  • Enterprises requiring custom solutions or integrations
  • Teams facing challenging performance or scale requirements
  • Organizations evaluating YugabyteDB for mission-critical applications
  • Customers requiring deep technical expertise

6. ENGAGEMENT PROCESS

Engagement Initiation

  • Customer submits Professional Services Order Form
  • YugabyteDB reviews requirements and confirms scope
  • Engagement manager assigned
  • Kickoff meeting scheduled

Planning and Preparation

  • Detailed scope confirmation and refinement
  • Resource allocation and scheduling
  • Customer prerequisite verification
  • Access and environment preparation
  • Communication plan establishment

Execution

  • Services delivered according to agreed schedule
  • Regular status updates and communication
  • Issue escalation and resolution
  • Deliverable review and feedback
  • Scope change management as needed

Completion and Handoff

  • Final deliverables provided
  • Knowledge transfer sessions
  • Documentation handoff
  • Engagement retrospective
  • Ongoing support transition

7. CUSTOMER RESPONSIBILITIES

To ensure successful Professional Services engagements, customers are expected to:

Engagement Management

  • Appoint a dedicated engagement manager
  • Provide timely decisions and approvals
  • Participate actively in planning and execution
  • Attend scheduled meetings and working sessions

Resource Allocation

  • Provide appropriate technical resources for collaboration
  • Ensure availability of subject matter experts
  • Allocate sufficient time from key personnel
  • Provide backup resources for continuity

Environment and Access

  • Provide necessary system access for YugabyteDB personnel
  • Ensure environments are available and properly configured
  • Provide required credentials and permissions
  • Maintain appropriate security and compliance controls

Prerequisites

  • Complete prerequisite tasks as identified by YugabyteDB
  • Provide required information and documentation
  • Ensure infrastructure readiness
  • Obtain necessary internal approvals

8. SCHEDULING AND LOGISTICS

Advance Scheduling

Professional Services must be scheduled a minimum of three (3) weeks prior to the desired start date to ensure resource availability and proper planning

Workday Definition

A typical workday consists of eight (8) hours of productive work time plus a one-hour lunch break. Weekends and local public holidays are not considered workdays.

Service Location

Professional Services may be delivered:

  • Remotely : Via video conference and screen sharing
  • On-site : At customer location (subject to travel and expense terms)
  • Hybrid : Combination of remote and on-site delivery

9. MODIFICATIONS TO THIS POLICY

YugabyteDB may update this Professional Services Policy from time to time to reflect new service offerings, methodologies, or operational changes. Updates will be posted at this URL with the “Last Updated” date revised accordingly. Material changes will be communicated to active Professional Services customers.