Effective Date – April 5th 2021

Project objectives

Customer is seeking Professional Services help in setting up the Collibra platform to support end users’ ability to find the data they need in the Customer’s data lake and to request new data be added to the data lake if not found.

In scope

Prep: Pre-Project Startup
Phase/Task Customer responsibility Collibra responsibility
  • Initial review of Customer’s use cases and business requirements
  • Define initial project plan and schedule “kick-off” workshops
  • Participate in planning sessions and kickoffs
  • Executive sponsor to present objectives and expectations at kickoff
  • Conduct one to three pre-planning meetings to confirm agenda, logistics and project pre-requisites
  • Define initial project plan and “kick-off” workshops
  • Conduct introductory, “kick-off” meeting to engage core group and other stakeholders
Blueprint: Operating model review/update
Phase/Task Customer responsibility Collibra responsibility
  • Provide relevant input to Operating Model design
  • Review and approve design
  • Lead Operating Model Design: includes design of MetaModel, defining Community and Domain structure for metadata components
  • Present customized operating model
Blueprint: Configure
Phase/Task Customer responsibility Collibra responsibility
Work side by side on configuration to capture knowledge transfer
  • Configuration of roles, asset types, characteristics, community/domain structure
  • Enable Shopping for data capabilities
  • Customization of out-of-the-box data lake governance workflows (up to 4 of “medium” complexity – not to exceed 3 days)
  • Showcase solution progress
  • Install jdbc driver and configure data lake connection
  • Enable Guided stewardship
  • Delivery of the solution/showcase
Final Preparation: Testing
Phase/Task Customer responsibility Collibra responsibility
Conduct testing
  • Make MVP available for UAT testing
  • Provide support for UAT testing and changes (1 day)
Transition
Phase/Task Customer responsibility Collibra responsibility
  • Participate in solution presentation
  • Promote set-up to production environment
  • Identify candidates to be trained on solution
  • Present solution to the stakeholders
  • Support migration and set-up of the production environment
  • Plan how the solution will be used in business as usual (BAU)
  • Train small, identified cadre of users on the solution (up to 8)
  • Transition to the customer
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. Custom workflows other than data lake governance workflows listed above.
  2. Configuration of custom asset pages.
  3. Configuration of Reference Data, Policy Manager, and Data Helpdesk modules of Collibra Data Governance Center.
  4. Knowledge of third-party software APIs and interface mechanisms.
  5. Use of third-party test automation software or test automation expertise.
  6. Custom report development using third party tools.
  7. Data preparation and sourcing or extraction of data from the source systems.
  8. Design, configuration and implementation of high availability or disaster recovery environments.
  9. Program management is the responsibility of Customer including all communication with the steering committee.
  10. Any development with the DGC REST API.
  11. Installation, configuration, use or administration of any third-party software not provided by Collibra.
  12. Organizational Change management activities such as communication planning, organizational design or role mapping.

Assumptions

The following are key assumptions for this SOW:

  1. Data owners have been identified by customer in advance of project start.
  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. The Customer will provide machines and network access if Collibra consultants are not permitted to use their Collibra issued laptop (Mac or PC).
  4. Customer will provide remote access to Collibra staff to the Collibra environments in-scope.
  5. Customer has already implemented a foundational Collibra environment, including the Operating Model.
  6. Documents will be delivered using Collibra templates, format and content.
  7. 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.
  8. Collibra personnel shall be deployed during Collibra’s normal operating hours in the location of work.
  9. The implementation is assumed to run for three to four (3 – 4) consecutive weeks. Delays may have impact on the timeline and require a Change Request (CR) to address the cost overage.
  10. Customer acknowledges that Collibra may utilize subcontractors in its performance of the Services hereunder.
  11. 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
  • Develop and test workflows that meet the requirements agreed with Customer