Effective Date – April 6th 2022
Project objectives
Customer is seeking Professional Services help in configuring Collibra workflow(s).
In scope
| Prep: Pre-Project Startup |
| Phase/Task |
Customer responsibility |
Collibra responsibility |
- Workflow design approach in Collibra
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- Provide and discuss workflow requirements
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- Describe and discuss the general approach used to design and implement Collibra Workflows.
- Confirm customer workflow requirements are well defined and at a suitable point of readiness.
|
| Blueprint |
| Phase/Task |
Customer responsibility |
Collibra responsibility |
- Initial workflow release planning
- Initial review of business requirements
- Requirements analysis
- Design
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- Review workflow migration, release and adoption plans.
- Review and approve final Business Requirements Document
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- Review of workflow migration, release and adoption expectations with customer.
- Collect and understand customer requirements to develop/finalize clear Business Requirements Document (BRD).
- Perform analysis of desired functionality in workflow vs. existing out of the box capabilities to develop/ present different design options. Determine landscape of customer Collibra environment and how best workflow will be utilized within.
- Investigate solution variants and selection of the best fitted option including modularization, setting the level of automation and variable usage.
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| Configuration |
| Phase/Task |
Customer responsibility |
Collibra responsibility |
|
- Business stakeholders review design
- Provide approval for initial design
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- Show stakeholders how the design meets the business requirements and enables the users to execute documented use cases.
- Demonstrate select individual design cases to assure the customer of key requirements being met.
- Obtain confirmation of design and sign-off to proceed with detailed design.
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| Final Preparation: Detailed design, development and testing |
| Phase/Task |
Customer responsibility |
Collibra responsibility |
|
|
- Complete the technical design and develop the workflow.
- BPMN and/or code development within the development environment and unit testing that all components of the workflow (including sub-flows) work as intended before proceeding into implementation.
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| Transition: Implementation and deployment |
| Phase/Task |
Customer responsibility |
Collibra responsibility |
|
- Review workflow
- Conduct testing
- Promote to next environment
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- Show how the developed workflow meets the business requirements and enables the users to execute documented use case(s).
- Ensure proper workflow migration of up to one (1) additional environment.
- Assist customer with end-to-end workflow testing.
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| Project status |
| Phase/Task |
Customer responsibility |
Collibra responsibility |
|
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- Ensure short project remains on track
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Out of scope
Any and all tasks not detailed in the IN SCOPE section above are considered out of scope, including:
- Custom workflows other than those described, above.
- Operating model design and implementation outside of the realm of the intended use case(s).
- Knowledge of third-party software APIs and interface mechanisms.
- Use of third-party test automation software or test automation expertise.
- Data preparation and sourcing or extraction of data from the source systems.
- Any development with the DGC REST API.
- Installation, configuration, use or administration of any third party software not provided by Collibra.
- Organizational Change management activities such as communication planning, organizational design or role mapping.
Assumptions
The following are key assumptions for this SOW:
- Data owners have been identified by customer in advance of project start.
- Customer will identify stakeholders representing line-of-business data stewards, procurement and the data office to participate in the project starting at kickoff.
- Customer will provide requested information needed for analysis and design of selected workflow(s),
- The Customer will provide machines and network access if Collibra consultants are not permitted to use their Collibra issued laptop (Mac or PC)
- Customer will provide remote access to Collibra staff to the Collibra environments in-scope.
- Documents will be delivered using Collibra templates, format and content.
- 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.
- Collibra personnel shall be deployed during Collibra’s normal operating hours in the location of work.
- The implementation is assumed to run for three (3) consecutive days. Delays may have impact on the timeline and require a Change Request (CR) to address the cost overage.
- Customer acknowledges that Collibra may utilize subcontractors in its performance of the Services hereunder.
- 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.
- Customer will reimburse Collibra for reasonable travel and lodging expenses it incurs in providing Professional Services in accordance with Collibra’s Travel Policy.
- The project is expected to be completed within twelve (12) 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 twelve (12) 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.
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.
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| 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.
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