Effective Date – April 6th 2022

Project objectives

Customer is seeking Professional Services support for establishing Report Certification as a component of their report governance. In this Statement of Work, Collibra Professional Services and/or its designated subcontractor will support the deployment of Collibra’s platform by Client. Collibra will provide consulting, enablement, configuration, and/or training designed to achieve the business outcomes described below.

In scope

Phase/Task Customer responsibility Collibra responsibility
Participate in planning meetings to develop deliverables at right Conduct one to three planning meetings to confirm agenda, logistics and project pre-requisites
Prioritize up to 3 reports to be in scope for engagement Recommend prioritization approach
Participate in kickoff session with required resources in attendance Conduct an introductory, “kick-off” meeting to engage all stakeholders with the executive sponsor’s business objectives for the program
Phase/Task Customer responsibility Collibra responsibility
  • Provide files for import for the business metadata
  • Participate and shadow Collibra resources for knowledge transfer
  • Jobserver/s successfully connected with some metadata from Tableau and Snowflake ingested
  • Import Business Glossary, KPIs, Metrics
  • Import Data Dictionary
  • Shadow customer ingestion of metadata schema from Snowflake and metadata from Tableau Online Connection
  • Introduce lineage and pre-built certification workflows
Implementation planning Participate and shadow Collibra resources for knowledge transfer
  • Configure sample lineage and traceability diagram
  • Configure Report Certification dashboard
Final Preparation
Phase/Task Customer responsibility Collibra responsibility
Testing/Tuning Participate in knowledge transfer Perform Knowledge transfer of solution including the report certification workflow process that was delivered
Customer will shadow Collibra during this migration process and owns migration to production environment
  • Support customer with deployment of development instance to Test environment
  • Provide support for customer testing in Test environment for up to four (4) hours – should be accelerated based on demos conducted in Dev environment above
Phase/Task Customer responsibility Collibra responsibility
  • Deploy the solution to a production environment
  • Participate in the engagement close session with requisite resources
  • Provide up to two (2) hours of support for customer’s deployment to Production environment
  • Finalize documentation of the implementation
  • Conduct an engagement close session reviewing the objectives, deliverables, outcomes, documentation and recommended next steps
Project status
Phase/Task Customer responsibility Collibra responsibility
Ensure 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 workflows listed above.
  2. Configuration of custom asset pages.
  3. Configuration of Collibra Data Governance Center.
  4. Database administration (DBA) responsibilities including configuration or administration of database servers and database software.
  5. Knowledge of third-party software APIs and interface mechanisms.
  6. Use of third-party test automation software or test automation expertise.
  7. Custom report development using third party tools.
  8. Integration with other systems not specifically included above.
  9. Data preparation and sourcing or extraction of data from the source systems, other than as described above.
  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. Any development with the DGC Java API or REST API.
  13. Installation, configuration, use or administration of any third-party software not provided by Collibra.
  14. Organizational Change management activities such as communication planning, organizational design or role mapping.


  1. Jobserver is installed and tested with the ingestion of one schema from Snowflake and one site from Tableau.
  2. Customer will identify stakeholders representing line-of-business report stewards and owners to participate in the project starting at kickoff.
  3. The project will be for Tableau-based reports with published (not embedded) data sources and necessary permissions. Any reports that leverage custom SQL or unions to generate the data source for Tableau Workbook are not supported. Data sources supported include Snowflake, Redshift, and SQLServer (see your DGC version specific documentation for latest versions supported).
  4. Customer is implementing Collibra Data Intelligence Cloud (not on premises version).
  5. Collibra will employ out-of-the-box components to achieve fastest results in the Accelerator project.
  6. The Customer will provide machines and network access if Collibra consultants are not permitted to use their Collibra issued laptop (Mac or PC).
  7. Customer will provide remote access to Collibra staff to the Collibra environments in-scope.
  8. Documents will be delivered using Collibra templates, format and content.
  9. 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.
  10. Collibra personnel shall be deployed during Collibra’s normal operating hours in the location of work.
  11. 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.
  12. Customer acknowledges that Collibra may utilize subcontractors in its performance of the Services hereunder.
  13. 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.
  14. Customer will reimburse Collibra for reasonable travel and lodging expenses it incurs in providing Professional Services in accordance with Collibra’s Travel Policy.
  15. 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.
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.