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John Smith
Data Scientist, USA
Cloud-Ready Data
Digital Transformation
Data Governance

Effective Date – November 9th 2021

Project objectives

Customer is seeking Professional Services support with identification of the data governance use cases as well as key implementation activities and guidance on how to prioritize them to build an executable Collibra Implementation Roadmap.

In scope

Project Startup
Phase/Task Customer responsibility Collibra responsibility
Gather initial customer information and review process with key stakeholders Participate in kickoff meeting and project plan development with appropriate key stakeholders and resources
  • Conduct project kick-off meeting with Customer’s team
  • Create a project plan containing a project schedule
Workshop Sessions
Phase/Task Customer responsibility Collibra responsibility
Conduct a series of workshop sessions to develop the key value deliverables of the project Participate actively in the session with the following key stakeholders:

  • Chief Data Officer
  • DG Lead / Manager
  • Chief Steward / BA
Conduct a current state and program goals workshop with the following agenda:

  • Data strategy, program drivers, goals and success metrics
  • Organizational structure & key stakeholders
  • Existing Data Office structure (if in place)
  • Existing use cases and current progress
Participate actively in the session with the following key stakeholders:

  • DG Program Manager
  • Chief Steward / BA
  • Line of Business Subject Matter Expert
Conduct a use case review and development session with the following agenda:

  • Use case identification and description
  • Use case mapping to organizational domains and program goals
  • Prioritization and grouping use cases into phases
Participate actively in the session with the following key stakeholders:

  • DG Program Manager
  • Chief Steward / BA
Conduct a roles and responsibilities planning session with the following agenda:

  • Review of the Data Citizens cube
  • Define key roles and responsibilities
  • Map resource plan
Participate actively in the session with the following key stakeholders:

  • Chief Data Officer
  • DG Program Manager
  • Chief Steward / BA
  • Collate all findings from previous steps
  • Present findings in interactive session with key stakeholders and review with adoption recommendations:
    • Roadmap presentation
    • Resource plan presentation
    • Open tasks
    • Collibra best practices & templates
Project status
Phase/Task Customer responsibility Collibra responsibility
Ensure short project remains on track 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.


  1. Customer will provide requested information for the analysis.
  2. The Customer will provide machines and network access if Collibra consultants are not permitted to use their Collibra issued laptop (Mac or PC).
  3. Customer will provide remote access to Collibra staff to the Collibra environments in-scope.
  4. Documents will be delivered using Collibra templates, format and content.
  5. The implementation is assumed to run for one (1) week. Delays will have impact on the timeline and may require a Change Request (CR) to address the cost overage.
  6. Customer and Collibra will mutually agree on the location of work.
  7. Collibra personnel shall be deployed during Collibra’s normal operating hours in the location of work.
  8. 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.
  9. Customer acknowledges that Collibra may utilize subcontractors in its performance of the Services hereunder.
  10. 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
Enterprise Principal
  • Preparing and conducting all workshop sessions
  • Performing the collation, analysis, and validation of findings
  • Preparing and delivering final deliverables
Solution Implementation Manager
  • Time & budget management and project progress