Effective Date – April 6th 2022

Project objectives

Customer is seeking Collibra Professional Services help to migrate from Collibra Platform 5.7 on-premises to Collibra Cloud Platform 5.7.

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
  • Complete customer checklist of migration preparatory steps
  • Provide access to systems as well as provide any onboarding requirements
  • Participate in migration/cut-over plan creation
  • Collibra will conduct one to three pre-kickoff planning meetings to confirm agenda, logistics and project prerequisites.
  • Discuss migration process and agree on approach and timeline
  • Initial upgrade project plan and timeline
  • Review in detail the completed pre-project readiness guide
  • Coordinate with Collibra Cloud Operations on sizing and instance readiness
Migration (Week 2)
Phase/Task Customer responsibility Collibra responsibility
Review customer preparations and assessments of existing functionality being used today. Provide and discuss prepared materials for migration:

  • Custom workflows
  • Out-of-the-box workflows
  • Catalog, external and third party tools and other integrations currently enabled
  • To-be environment diagrams

Participate in migration/cut-over plan creation

  • Custom workflows enabled to date
  • Out-of-box workflows enabled to date
  • Catalog, external and third-party tools and Connect integrations enabled today
  • Create and confirm migration and cut-over plan with customer, including the steps to move the data, validate, anticipated downtime, notifications, and fallback.
  • Review Customer-created diagram of all to-be environments, including all endpoints, URLs, and ports for accuracy and completeness
Deployment (Week 2)
Phase/Task Customer responsibility Collibra responsibility
Coordination across Collibra Cloud Operations, Information Security, Support and Customer in instance creation. Collibra will guide the customer to perform the following
  • Collibra and Customer personnel validate connectivity between all endpoints in diagrams
  • Deploy all custom workflows to new development environment
  • Deploy all Connect packages to new development environment
  • Scan log files for any errors resulting from the import
  • Using the Collibra UI, inspect all communities, domains, assets, data sets, reports, etc. to ensure that everything appears valid
Validation (Week 3)
Phase/Task Customer responsibility Collibra responsibility
Test ingestion operations. Collibra will guide the customer.
  • For up to four defined JDBC endpoints
  • For up to two Tableau endpoints
  • For one S3 endpoint ensure catalog-specific workflows are triggered (up to four)
  • Ensure selected Connect integrations operate as expected
  • Ensure workflows operates as expected
  • Pay special attention to workflows tied to Connect and Catalog integrations to ensure continued correct behavior

Ensure that each Everywhere app can connect to the new DGC instance and see the expected behavior

Collibra will guide the Customer to perform the steps, left.
Walk through validation of up to two external tools identified during planning and ensure correct operation
User acceptance testing, development/test environments

  • Review customer test plan
  • Scan log files for any errors resulting from the import
  • Production deployment validation
  • Scan log files for any errors resulting from the import

Out of scope

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

  1. Database administration (DBA) responsibilities including configuration or administration of database servers and database software.
  2. Knowledge of third-party software APIs and interface mechanisms needed for Collibra Connect integration.
  3. Use of third-party test automation software or test automation expertise.
  4. Data preparation and sourcing or extraction of data from the source systems.
  5. Program management is the responsibility of Customer including all communication with the steering committee.


  1. Collibra will be guiding Customer through the upgrade in the development environment.
  2. Scope of work is limited to guidance for migrating current environment. No additional feature or functionality will be worked as part of this SOW.
  3. The project is assumed to run three (3) consecutive weeks. Delays may require a change request that will detail impact to timeline and costs.
  4. Week 1 is for planning with very part-time involvement from Solutions Implementation Manager and Solution Architect
  5. Week 2 is expected to be full-time for Solution Architect and part-time involvement from Solution Implementation Manager.
  6. After Collibra professional services disengages, it is recommended that Customer leverage Coaching Services for any additional advice or questions that come up.
  7. Customer is responsible for all other testing
  8. It is assumed that the work will be performed remotely, no onsite presence is required.
  9. The Customer will provide machines and network access if Collibra consultants are not permitted to use their Collibra issued laptop (Mac or PC).
  10. The customer will make available key team members during the migration.
  11. Collibra personnel shall be deployed during Collibra’s normal operating hours in the location of work.
  12. 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.
  13. Customer acknowledges that Collibra may utilize subcontractors in its performance of the Services hereunder.
  14. 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 Customer as much advance notice of any such additional hours as possible.
  15. Customer will reimburse Collibra for reasonable travel and lodging expenses it incurs in providing Professional Services in accordance with Collibra’s Travel Policy.
  16. 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 Time Commitment
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 & budget 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.
Full-time, week 2