Project objectives

Customer is seeking Professional Services help in identifying their Collibra adoption roadmap, prioritizing use cases.

In scope

Prep: Establish Vision
Phase/Task Customer responsibility Collibra responsibility
Engage with Collibra Principal consultants on transformation objectives, Data Office and business scenarios
  • Assess readiness for Data Intelligence transformation
  • Review or recommend design of the Data Office
  • Discuss business scenarios (use cases)
Blueprint
Phase/Task Customer responsibility Collibra responsibility
Work with consultants on program design and identifying success metrics
  • Define scope and elements affected by the Data Intelligence (DI) program
  • Define success metrics
Configuration: Design Roadmap
Phase/Task Customer responsibility Collibra responsibility
Provide skill assessments for capability mapping Create Collibra capability map
Provide input on use cases Investigate use case interoperability and dependencies
Participate (at appropriate management level) in use case prioritization discussions Prioritize use cases and define DI transition states
Create Roadmap with recommendation
Final Preparation
Phase/Task Customer responsibility Collibra responsibility
Participate in review calls Stakeholder review calls
Participate in review of communication plans, required education paths, value objectives and adoption outcomes. Creation of MVP adoption recommendations
Expert services – best practices, guidance on adoption path, and continuous feedback on how the Adoption Recommendations are being implemented.
Transition
Phase/Task Customer responsibility Collibra responsibility
Participate in success metrics review Review and validate metrics
Project status
Phase/Task Customer responsibility Collibra responsibility
Ensure short project remains on track

Out of scope

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

  1. Operating model design and implementation.
  2. Any configuration of the Collibra platform
  3. Installation, configuration, use or administration of any third party software not provided by Collibra.
  4. Organizational Change management activities
  5. Integration with production support and ticketing systems.
  6. No specific training material will be created
  7. End user training

Assumptions

  1. Customer will identify stakeholders representing line-of-business data stewards, procurement and the data office to participate in the project starting at kickoff.
  2. Customer will provide requested information needed for analysis and design work,
  3. The Customer will provide machines and network access if Collibra consultants are not permitted to use their Collibra issued laptop (Mac or PC)
  4. Documents will be delivered using Collibra templates, format and content.
  5. Customer and Collibra will mutually agree on the location of work. The majority of the work is expected to be conducted off-site leveraging remote workshops.
  6. Collibra personnel shall be deployed during Collibra’s normal operating hours in the location of work.
  7. The implementation is assumed to run for ten (10) consecutive days at the start of a project, and then overlap intermittently, on an as-needed basis, with the additional twenty-five (25) consecutive days of the Foundation project. Delays may have impact on the timeline and require a Change Request (CR) to address the cost overage.
  8. Customer acknowledges that Collibra may utilize subcontractors in its performance of the Services hereunder.
  9. 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.
  10. Customer will reimburse Collibra for reasonable travel and lodging expenses it incurs in providing Professional Services in accordance with Collibra’s Travel Policy. Fees are invoiced on the schedule in the Order and reimbursable expenses are invoiced in arrears. Unless the Order provides otherwise, all fees and expenses are due within 30 days of the invoice date. Customer is responsible for any sales, use, GST, value-added, withholding or similar taxes or levies that apply to its Orders, whether domestic or foreign (“Taxes”), other than Collibra’s income tax. If Collibra has a legal obligation to pay or collect Taxes for which Customer is responsible under this Agreement, the appropriate amount will be computed based on Customer’s ship-to address listed in the then-current Order, unless Customer provides Collibra with a valid tax exemption certificate authorized by the appropriate taxing authority. Fees and expenses listed on or invoiced pursuant to any Order are exclusive of Taxes.
Role Responsibilities
Principal
  • Accountable for overall project success
  • Conducts all data gathering sessions
  • Performs analysis and recommendation development
  • Provides written documentation of analysis, findings and recommendations
  • Presents findings and recommendations to key stakeholders and discusses next steps
Solution Implementation Manager
  • Accountable for overall project and providing best practice guidance for deployment
  • Help with design and architecture and ensure alignment with key project use cases
  • Time management and project progress reporting to Customer Technical Manager.