Effective Date – April 5th 2021

Project objectives

Customer is seeking support for their initial implementation of Collibra Data Quality. This program will support the implementation of Collibra DQ and leverage the product to initiate work on a first use case as a means of transferring knowledge and best practices to Customer for their further, extended use of the platform.

In scope

Prep: Pre-Project Startup
Phase/Task Customer responsibility Collibra responsibility

Pre-Project Planning

  • Initial review of Customer’s use cases and business requirements
  • Define initial project plan and schedule “kick-off” workshops
  • Share Collibra DQ Questionnaire
  • Participate in pre-planning sessions with appropriate resources (described below)
  • Provide access to systems as well as provide any onboarding requirements
  • Complete on-boarding
  • Complete the planning questionnaire and share with Collibra
Collibra will conduct one to three pre-kickoff planning meetings to confirm agenda, logistics and project prerequisites
Blueprint: Implementation Planning
Phase/Task Customer responsibility Collibra responsibility
Introductory, “kick-off” meeting to engage all stakeholders with the executive sponsor’s business objectives for the program
  • Ensure participation of key stakeholders and Executive Sponsor in kick-off meeting
  • Provide completed Business requirements document (BRD)
  • Conduct the session
  • Provide completed project plan co-developed with Customer
Provide necessary information and participate in prioritization decisions Work with Customer to prioritize use cases and associated datasets
Provide necessary inputs and participate in use case and initial sources decisions Review use cases and finalize business requirements for up to 2 sources, with DQ functionality
Provide necessary resources and input to compute design Planning for your compute: Capacity and Architecture
Blueprint: Configure
Phase/Task Customer responsibility Collibra responsibility
Collibra DQ Installation and Configuration Either perform the activities at right with Collibra coaching/assistance or shadow Collibra performance of these activities
  • Installation support and verify the installation and agent configuration by connecting to data source
  • Assist with Installation: Core, Web, Agent in Customer Environment
  • Assist with Collibra DQ Agent configuration to run the DQ Check jobs on spark cluster
  • Assist with various data-sources configuration with Collibra DQ (e.g. Hive, Oracle, S3)
  • Run multiple DQ checks on agreed upon data sets to verify the installation and agent configuration
First iteration of the design
Phase/Task Customer responsibility Collibra responsibility
Onboard the dataset based on the scope Build the connection and test the ingestion
Create Baseline Profile
Build the rules based on the use case and execute Learn how Collibra DQ uses ML to generate rules and how to transfer existing rules to Collibra DQ Conduct workshops to develop rules and implement
Demonstrate the adaptive rules (profiling capabilities, behavior changes, histograms, correlations, distinct types, missing values) Participate in rule-building workshop with appropriate SMEs and input
  • Conduct a demo of the updated draft setup
  • Demonstrate additional capabilities (based on the use case)
    • Business rules
    • Outlier detection
      • Categorical
      • Numeric
      • Typo and format
    • Reconciliation
    • Deduplication
Provide best practice guidance on a range of DQ capabilities and facilities Participate actively in best practice guidance sessions with appropriate resources Guidance on performance tuning
Create alerts for criteria breaches
Provide guidance (in terms of DQ APIs) on specific system integration requirements following Collibra DQ best practices
Guidance on security configuration
Guidance on adding domain specific rules and investigating findings
Provide assistance on configuring the various scorecards and reports
Second iteration of the design
Phase/Task Customer responsibility Collibra responsibility
Based on the discussion at the end of the first iteration, repeat steps above, adding more content, expanding the set-up, specific to the initial use case
  • Based on the demos, conduct a discussion of next steps for expanding the set-up
  • Conduct demos of the updated draft setup
Final Preparation: Testing
Phase/Task Customer responsibility Collibra responsibility
  • Build and prepare test scripts/cases
  • Shadow Collibra during the migration process
Provide support for customer testing in choice of Dev or Test environment for up to five (5) days – should be accelerated based on demos conducted in Dev environment above
Transition
Phase/Task Customer responsibility Collibra responsibility
Participate and shadow Collibra to accelerate knowledge transfer Knowledge Transfer
Participate in engagement close session (key stakeholders and executive sponsor) Conduct an engagement close session reviewing the objectives, deliverables, outcomes, documentation and recommended next steps
Project status
Phase/Task Customer responsibility Collibra responsibility
Ensure short project remains on track Participate in weekly status reviews and remediation planning for any project risks that arise Ensure engagement remains on track and any potential risks or issues are identified early and remedial steps taken

Out of scope

Any and all tasks not detailed in the IN-SCOPE section above are considered out of scope, including:

  1. Configuration of LDAP.
  2. Test and provide runtime performance and concurrency benchmarks.
  3. Configuration of Reference Data, Policy Manager, and Data Helpdesk modules of Collibra Data Governance Center.
  4. Database administration (DBA) responsibilities including configuration or administration of database servers and database software.
  5. Knowledge of third-party software APIs and interface mechanisms.
  6. Use of third-party test automation software or test automation expertise.
  7. Custom report development using third party tools.
  8. Integration with other systems not specifically included above.
  9. Any Custom Build of scripts to be used for ETL Complex Flows.
  10. Data preparation and sourcing or extraction of data from the source systems.
  11. Design, configuration and implementation of high availability or disaster recovery environments.
  12. Program management is the responsibility of Customer including all communication with the steering committee.
  13. Any development with the REST API.
  14. Installation, configuration, use or administration of any third-party software not provided by Collibra.
  15. Organizational Change management activities such as communication planning, organizational design or role mapping.

Assumptions

The following are key assumptions for this SOW:

  1. Customer will provide requested information for the analyses, including current procurement process for buying new data sets.
  2. Customer will identify stakeholders representing line-of-business data stewards, procurement and the data office to participate in the project starting at kickoff.
  3. Collibra consultants will make maximum use of out-of-box product capabilities to minimize custom development.
  4. All linear scale testing will be done on a Customer provided cluster in order to prove the application scales as a function of hardware (hence the need for a cluster of hardware). Collibra Team will have access to one or more Customer technical personnel and one or more data SMEs.
  5. The start of the engagement will begin on a mutually agreed upon date between both parties.
  6. The Customer will have collected all functional requirements, roles, responsibilities prior to the start of the project.
  7. The Customer will make available key team members during the installation and implementation.
  8. Customer personnel will shadow Collibra consultants as a learning exercise.
  9. The Customer will identify data sources to be included and provide file extracts and layouts.
  10. Up to two (2) data sources will be loaded using Collibra DQ JDBC Driver.
  11. The Customer will secure and provide timely access to data, documentation, systems and facilities necessary to complete all tasks.
  12. The Customer will provide machines and network access if Collibra consultants are not permitted to use their Collibra issued laptop (Mac or PC).
  13. Customer will provide remote access to Collibra staff to the Collibra environments in-scope.
  14. Documents will be delivered using Collibra templates, format and content.
  15. Customer and Collibra will mutually agree on the location of work. As a principle, full-day workshops and trainings are recommended to be conducted on-site whereas activities such as configuration, development, documentation and test support are performed remotely.
  16. Collibra personnel shall be deployed during Collibra’s normal operating hours in the location of work.
  17. The implementation is assumed to run for three (3) consecutive weeks. Delays may have impact on the timeline and require a Change Request (CR) to address the cost overage.
  18. Customer acknowledges that Collibra may utilize subcontractors in its performance of the Services hereunder.
  19. Customer acknowledges that the expected schedule is based on Collibra’s industry experience. While performing the Services hereunder, Collibra may encounter unforeseen circumstances that increase the effort required to fulfill its obligations. Therefore, Customer hereby agrees that should Collibra require any additional hours and/or days to complete the objectives in the Description of Services, the parties shall mutually agree upon a change order setting out the amended scope and/or fees for such additional hours. Collibra shall use its best efforts to provide to Customer as advance notice of any such additional hours as possible.

Collibra personnel roles & responsibilities

Role Responsibilities
Solution Implementation Manager
  • Accountable for overall project and providing best practice guidance for deployment
  • Leads team and provides project direction and best practice guidance, helps develop deliverables, and resolve escalated issues
  • Help with design and architecture and ensure alignment with key project use cases
  • Time management and project progress reporting to Customer Technical Manager.
Solution Architect
  • Guide Customer on how to configure Collibra’s Data Quality technology given Customer’s detailed business requirements.
  • Responsible for configuring Collibra’s software per Customer’s instructions. Resolve technical issues, develop specified workflows and perform integrations.
  • Responsible for all deliverables other than Solution Implementation Manager.