Effective Date – July 2nd 2020

Project objectives

Customer is seeking support for their initial implementation of the Collibra platform. This program will support the establishment of a Collibra Operating Model and leverage other parts of the Collibra platform 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

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
  • Participate in pre-planning sessions with appropriate resources (described below)
  • Provide access to systems as well as provide any onboarding requirements
  • Complete white glove on-boarding
Collibra will conduct one to three pre-kickoff planning meetings to confirm agenda, logistics and project prerequisites.
Implementation Planning (Solution Blueprint)
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

Review use cases and final business requirements, including:

  • Business Glossary, KPIs, metrics
  • Data Dictionary
  • Integration requirements
  • Review lineage and traceability requirements
  • Workflow requirements
  • Understand organization structure to define operating model.
  • Review Collibra’s out-of-the box operating model
  • Lead operating model design: Define operating model organization and roles and responsibilities, structural and execution objects. This includes design of metamodel, defining community and domain structure for metadata components.
  • Deliverable: implementation specification worksheet
First iteration of the design (initial Data Governance Center (DGC) configuration)
Phase/Task Customer responsibility Collibra responsibility
Set-up the initial configuration of the Collibra platform in the development environment
Create an import template and import data via Collibra DGC UI. Pull metadata from source systems into CSV or Excel files. Collibra will provide guidance on right format needed to be able to manually ingest into Collibra DGC
Import metadata assets (includes lineage and traceability) from CSV or Excel file that is supplied by Customer.
Based on the demo, conduct a discussion of next steps for expanding the set-up
  • Configure sample lineage and traceability diagram
  • Configure one (1) out-of-the-box workflow
  • Guide customer on configuration ingestion for one (1) data source using Collibra Catalog (“native”) ingestion
  • Guide customer on the configuration of one (1) out-of-the-box dashboard
  • Conduct a demo of the updated draft setup
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, making the workflows more specific to the initial use case.
  • Conduct demos of the updated draft setup
  • Based on the demos, conduct a discussion of next steps for expanding the set-up
Third 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, making the workflows more specific to the initial use case.
  • Conduct demos of the updated draft setup and obtain customer feedback
  • Prepare for and conduct further training on the set-up, as designed so far
Testing/Tuning
Phase/Task Customer responsibility Collibra responsibility
Provide support for customer testing in Test environment for up to five (5) days – should be accelerated based on demos conducted in Dev environment above
  • Customer is responsible to build and prepare test scripts/cases.
  • Shadow Collibra during the migration process
  • Support customer with deployment of development instance to Test environment.
Deployment
Phase/Task Customer responsibility Collibra responsibility
Support for customer’s deployment to Production environment Deploy to Production environment
  • Provide up to two (2) hours of support for customer’s deployment to Production environment
  • Finalize documentation of the implementation summary document.
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 reviews
Phase/Task Customer responsibility Collibra responsibility
Meet at least weekly to review status, resolve issues and agree next period plans Participate in weekly status reviews Provide weekly status reporting and conduct team meeting to 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 Reference Data, Policy Manager, and Data Helpdesk modules of Collibra Data Governance Center.
  2. Database administration (DBA) responsibilities including configuration or administration of database servers and database software.
  3. Knowledge of third-party software APIs and interface mechanisms.
  4. Use of third-party test automation software or test automation expertise.
  5. Custom report development using third party tools.
  6. Integration with other systems not specifically included above.
  7. Data preparation and sourcing or extraction of data from the source systems.
  8. Custom workflows.
  9. Design, configuration and implementation of high availability or disaster recovery environments.
  10. Program management is the responsibility of Customer including all communication with the steering committee.
  11. Any development with the DGC Java API or REST API.
  12. Installation, configuration, use or administration of any third party software not provided by Collibra.
  13. Organizational Change management activities.

Assumptions

  1. Collibra will engage to plan for the Implementation Services Engagement following the successful White Glove Onboarding (including installing software in the Customer environment and configuring single sign on).
  2. Single Sign On (SSO) will be configured with assistance of White Glove Onboarding services in the development environment only. The expectation is Customer will own the configuration of SSO in the test and production environment.
  3. Collibra consultants will make maximum use of out-of-box product capabilities to minimize custom development.
  4. The Customer will have collected all functional requirements, roles, responsibilities prior to the start of the project.
  5. The Customer will have defined their data governance organization structure and roles prior to the start of the project.
  6. The Customer will make available key team members during the implementation.
  7. Customer personnel will shadow Collibra consultants as a learning exercise.
  8. The Customer will identify data sources to be included and provide file extracts and layouts.
  9. Up to two (2) out-of-box workflows will be configured during the implementation.
  10. Up to two (2) dashboards will be created. Dashboard customization will be limited to use of the widgets provided. Custom application development or integration is out of scope.
  11. Up to two (2) lineage diagrams will be created. Additional lineage diagrams will be configured by Customer personnel.
  12. Up to three (3) data sources will be loaded manually using our Collibra DGC UI or Collibra Catalog “native” Ingestion.
  13. The Customer will secure and provide timely access to data, documentation, systems and facilities necessary to complete all tasks.
  14. The Customer will provide machines and network access if Collibra consultants are not permitted to use their Collibra issued laptop (Mac or PC)
  15. Customer will provide remote access to Collibra staff to the Collibra environments in-scope.
  16. Documents will be delivered using Collibra templates, format and content.
  17. Customer and Collibra will mutually agree on the location of work. As a principle, full-day workshops and trainings will be conducted on-site whereas activities such as configuration, development, documentation and test support are performed remotely.
  18. Collibra personnel shall be deployed during Collibra’s normal operating hours in the location of work.
  19. The project is expected to be completed within six (6) months from the Order Effective Date. Collibra shall not be obligated to perform any Services or provide any Deliverables after this expiration even if the estimated Professional Services time stated above has not been fully utilized in the six (6) month period following the Effective Date. The parties will negotiate in good faith a change order should any additional days/hours be required beyond the foregoing time period.
  20. The implementation is assumed to run for five (5) consecutive weeks. Delays may have impact on the timeline and will require a Change Request (CR) to address the cost overage.
  21. Customer acknowledges that Collibra may utilize subcontractors in its performance of the Services hereunder.
  22. 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 much 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 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.
  • Perform architecture and design sessions for Collibra DGC, Workflow and Metadata Integrations.
  • Develop and test workflows that meet the requirements agreed with Customer.