Effective Date – May 3, 2022

Project objectives

Customer is seeking support for their initial implementation of the Collibra platform. This program will support the establishment of a Collibra Catalog, adding technical lineage, Operating Model refinements, and leverage other parts of the Collibra platform to transfer knowledge and best practices to Customer for their further, extended use of the Collibra Data Intelligence Cloud platform.

In scope

Phase 1 (Onboarding and Project Startup)
Phase/Task Customer responsibility Collibra responsibility
Pre-Project Preparation
  • Participate in all sessions with stakeholders and relevant team members.
  • Provide use cases and business requirements documentation.
  • Participate in project planning.
  • Complete all Edge, connector, and lineage harvester technical prerequisites and installation with Collibra support.
  • Configuration of Authentication.
  • Participate in Catalog/Dashboard overviews.


  • Business Requirements document
  • Provide a high-level overview of the steps to achieve first value.
  • 360°, high-level overview of the Data Intelligence Cloud platform.
  • Draft initial project plan and schedule
  • Confirm Edge, connector, and Lineage Harvester prerequisites successfully completed and working.
  • Guide Authentication configuration
  • Conduct Catalog and Dashboard overview.
  • Finalize project plan and schedule.
Phase 2
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.
  • Conduct the project kick-off session including presentation of the completed project plan developed with Customer during Phase 1.
Catalog workshops and set-up
  • Schedule and attend workshops with designated participants.
Conduct Catalog workshops:

  • Catalog Ingestion Workshop – First Data Source
  • Catalog Usability Workshop(s) (Catalog Demo and visualizing ingested assets).
Install Edge server(s) to specs defined above with Collibra support.

  • Test environment (if needed)
  • Production environment.
  • Complete Catalog ingestion set-up with Collibra support.
Catalog Ingestion Setup:

  • TEST (if needed)
  • PROD.

Catalog Usability Migration (Catalog Demo and visualizing ingested assets).

  • Conduct showcase review and confirm acceptance.
  • Participate in showcase of the ingestion setup and how to leverage.
  • Participate in plan-building session.
  • Conduct an adoption success plan-building session.
  • Participate in the requirements review.
  • Conduct a review and confirmation of the Phase 3 requirements.
Phase 3
Phase/Task Customer responsibility Collibra responsibility
Lineage Workshops, installation, and configuration (if Technical Lineage purchased).
  • Participate in Lineage Workshops with relevant participants/stakeholders.
Conduct Lineage Workshops:

  • Lineage Harvester Ingestion workshop
  • Technical Lineage Usability workshop.
Install Lineage Harvester in required environments with Collibra support.

  • Installation in TEST (if needed)
  • Installation in PROD
  • Ingestion in TEST & PROD, as needed
  • Migration of technical lineage to Test and Prod.
Support Lineage Harvester installation, configuration, and promotion.
  • Conduct a showcase with key stakeholders and confirm acceptance.
  • Participate in Showcase and review of technical lineage.
Review and confirm the requirements for Phase 4. Review and confirm the requirements for Phase 4.
  • Complete the Getting Started bootcamp education program, if purchased.
  • Participate in the Operating Model Overview session.
  • Conduct the Operating Model Overview session.
Phase 4: Design and Configuration
Phase/Task Customer responsibility Collibra responsibility
  • Participate in Design and Configuration sessions and workshops with designated participants and stakeholders.
Conduct Design and Configuration sessions:

  • Stakeholder Expectations
  • Asset Type workshop
  • Attributes and Relations workshop
  • Communities and Domains workshop
  • Additional sessions, if required.
  • Review Asset diagram
  • Participate in set-up of Operating Model
  • Complete and review Asset diagram.
  • Set-up initial Operating Model in a non-production environment.
  • Pull metadata from source systems into CSV or Excel files.
  • Provide guidance on formatting to manually ingest into DIC platform.
  • Participate in Search and Filter workshop.
  • Conduct Search and Filter workshop.
  • Generate implementation specification and summary documents and diagrams.
  • Participate in Design and Configuration review with key stakeholders and confirm acceptance.
  • Conduct a Design and Configuration review.
Phase 4: Enrichment
Phase/Task Customer responsibility Collibra responsibility
  • Participate in Operating Model changes.
  • Implement Operating Model changes from Design and Configuration review.
  • Participate in sessions and workshops with designated participants and stakeholders.
Conduct Workshops:

  • Roles & Responsibilities workshop
  • Status & Articulation Scores workshop
  • Workflows workshop
  • Traceability Diagram & Dashboards workshop
  • Additional working sessions, as needed.
  • Conduct demo session for end-users.
  • Participate in demo to end users.
  • Review updated implementation documentation.
  • Update and review implementation documentation.
Phase 4: Usability
Phase/Task Customer responsibility Collibra responsibility
  • Participate actively in usability activities.
  • Implement Operating Model changes from Enrichment review.
  • Review usability enhancements for production deployment.
  • Ingestion & content cleanup.
  • Finalize traceability diagrams.
  • Configure two out-of-the-box workflows.
  • Configure two dashboards.
  • Finalize views, filters and searching.
  • Update and review Implementation documents, and diagrams.
  • Conduct showcase session for stakeholders and confirm acceptance.
  • Participate in final showcase for stakeholders.
Phase 4: Testing
Phase/Task Customer responsibility Collibra responsibility
  • Build and prepare test scripts/cases.
  • Conduct User Acceptance Testing.
  • Support customer testing.
Phase 4: Deployment
Phase/Task Customer responsibility Collibra responsibility
Participate in Migration and Deployment workshop.
  • Conduct Migration and Deployment workshop.
Migrate from non-production environment to Production.
  • Support customer with migration though PROD.


  • Implementation Specification document and diagrams
  • Implementation Summary
Project status reviews and completion
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.
Core Team members, senior stakeholders and Executive sponsor participate in project close session. Conduct Project Close-Out meeting

  • Success plan review
  • Confirm next steps.

Out of scope

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. Any development with the DGC Java API or REST API.
  8. Data preparation and sourcing or extraction of data from the source systems.
  9. Custom workflows.
  10. Design, configuration and implementation of high availability or disaster recovery environments.
  11. Program management is the responsibility of Customer including all communication with the steering committee.
  12. Installation, configuration, use or administration of any third-party software not provided by Collibra.
  13. Organizational change management activities


  1. Single Sign On (SSO) will be configured with assistance of Onboarding services in the development environment only. The expectation is Customer will own the configuration of SSO in the test and production environment.
  2. Collibra consultants will make maximum use of out-of-box product capabilities to minimize custom development.
  3. The Customer will have collected all functional requirements, roles, responsibilities prior to the start of the project.
  4. The Customer will have defined their data governance organization structure and roles prior to the start of the project.
  5. The Customer will make available key team members during the implementation.
  6. Customer personnel will shadow Collibra consultants as a learning exercise.
  7. The Customer will identify data sources to be included and provide file extracts and layouts.
  8. Up to two (2) out-of-box workflows will be configured during the implementation.
  9. 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.
  10. Up to two (2) lineage diagrams will be created. Additional lineage diagrams will be configured by Customer personnel.
  11. Up to three (3) data sources will be loaded manually using our Collibra DGC UI or Collibra Catalog “native” Ingestion.
  12. The Customer will secure and provide timely access to data, documentation, systems, and facilities necessary to complete all tasks.
  13. The Customer will provide machines and network access if Collibra consultants are not permitted to use their Collibra issued laptop (Mac or PC)
  14. Customer will provide remote access to Collibra staff to the Collibra environments in-scope.
  15. Documents will be delivered using Collibra templates, format, and content.
  16. 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.
  17. Collibra personnel shall be deployed during Collibra’s normal operating hours in the location of work.
  18. 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.
  19. 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.
  20. Customer acknowledges that Collibra may utilize subcontractors in its performance of the Services hereunder.
  21. 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.

Collibra personnel roles & responsibilities

Role Responsibilities
Onboarding Manager
  • Orients customers during their early membership in the Collibra community, coordinating their planning for product configuration, training, initial implementation project and adoption planning.
Onboarding Engineer
  • Technical subject matter expert who assists new customers with guidance on prerequisites, walk-through of Edge / Jobserver installation and SSO setup.
  • Demonstrate Collibra main features and capabilities to get customers acquainted with the platform.
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.
Enterprise 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.