What is our primary use case?
Previously, I was in high-tech, now I'm in healthcare. In both instances, we used this solution to increase data literacy and business literacy. In short, we were building out business glossaries, coming to an agreement on term definitions, understanding what reports mean, what the metrics and calculations mean — essentially getting it all documented in an enterprise-facing view. That was the bulk of the focus in my prior company — along with some reference data. At my current company, we are focused heavily on bringing in data dictionaries, including schema tables and columns, and understanding what data is in which database. We also look at what data is flowing from database to database and how it's used in Tableau reports or in a business or archive.
Currently, we're on-premises, but we're planning on moving to the cloud later this year.
Over the last 12 months, we've had 643 unique new users. Most of our users tend to be what I would call "data geeks". They are the ones that understand the value of and/or the aspect of leadership to catalog their metadata for their data dictionaries, etc. The business users have not had as much adoption at my current company because that's not the particular strategy at this time. At my prior company, that was the singular strategy — to increase business literacy.
In regard to my previous company, for eight years, our primary customers were business users, not technical users. They just wanted to come in and say, "What does it mean? Who do I talk to if I have questions? Where do I go for more information? How does this relate to that, and how do those things affect me in my business world?" That was a fantastic use case at my prior company. In my current company, we're utilizing the tool specifically to support our data management strategy. Our technology risk office is very much supporting us in the effort to do the cataloging of all of the metadata for all of the systems that we're utilizing, cross-functionally.
Maintenance must be defined. As with any software product that exists, there are regular maintenance upgrades that occur that the company pushes out. If you're on-prem, you can choose to do it sooner versus later. In the Cloud, they push it to you unless you state that you wish to wait. From a maintenance perspective, I have talked to other customers who are in a cloud environment. They say that the maintenance has basically dropped to nil. For on-prem customers, it does require a little more maintenance because obviously, you've got to make sure that the servers are up and running, etc. In my prior role at my previous company, I was responsible for the business IT side of it, which meant I kind of managed the platform. I just didn't manage the server.
I took care of the customers, etc. I'm not even a technical person at all, but still, it was not difficult for me. From a maintenance perspective, I don't feel that it is difficult.
If you have custom integrations that have been created, then it will require a little bit more maintenance because those integrations need to be monitored. Some customers require a lot of integration, and some customers don't. It really depends upon the use case. Custom integration is really where it gets more challenging. Depending on whether it's a one-way integration or a two-way data feed, it can get pretty complex. Two-way data feeds are always custom. But that's something that will be on the customer anyway, not Collibra.
We've only just relaunched this solution within the last 15 months. Currently, we only have about 240,000 assets in the tool, but we have a roadmap and plan to onboard a number of our customers. We'll probably double or triple our users over the next 12 months.
How has it helped my organization?
This solution has brought our very diverse cross-functional business teams to one enterprise-facing view, where they can see business glossaries that have been compiled by other teams. From here, they can leverage and understand what reports have been created. If the report exists already, why recreate it?
Our data management strategy is to start cataloging our data dictionaries and our business glossaries to ensure that we have a common platform across the company. This is helpful when a database is being retired or being converted over to another one. A lot of work goes into documenting what that data attribute means, or what that field name means in regard to a particular report, or in a particular database.
What needs improvement?
I'm always putting in enhancement requests because we want everything to be perfect for us. We understand that there are thousands of companies that use the tool and many of them use it in different ways. They should allow the customer to have some additional flexibility.
Take Microsoft for example. Sometimes companies do something cool because their software programmer thinks it's cool, but for the user experience, it stinks. Something as simple as "Why did you decrease the font size from 12, down to nine on every page? Now eyes over 40, can't read it". As it relates to this specific software, I think that getting more feedback from users on changes to the software before implementing it would increased value for them. Overall, they're really great. We meet with our Collibra rep every other week. We talk about what's working, and what's not working. They're a fantastic company to collaborate with. Still, when they just go ahead and implement new things, a bunch of new tickets open, wanting it to go back to the way it used to be.
As far as the functionality of the tool is concerned, it's pretty slick. It's very comprehensive. Still, sometimes they create an interface or an integration without thinking about how the business is going to use it. Virtually all software companies do this. Oracle does it, Informatica does it — every tool does it. They make changes and then they're like, "Oh, I didn't know you were going to use it like that". Why? nine-tenths of their customers use it like that. I think it's a common business challenge that any company has. They're just trying to appeal to a vast audience of customers.
They should consider that what makes a financial institution happy will not necessarily make a healthcare institution happy, which will not necessarily make a high-tech vertical happy either.
There's a lot of things available in their Data Intelligence Cloud that are not available on-premise. For me, if they could boost the search functionality so that if somebody types in a word, it automatically will pull up similar terms first — that would be nice. For business users, instead of what is just the most common volume of content in your tool, now they have a very cool faceted search. It would be very similar to Amazon. You can refine your search down to a fly's eyelash if you'd like. I see a lot of people in the community commenting that this would be a big help.
For how long have I used the solution?
I have used this solution every day for the last eight years.
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What do I think about the stability of the solution?
It's a pretty stable tool. In the last year, we've only had one time where there was a significant issue. We found out that it was simply because during an upgrade it required more server memory than the prior version did. Overall, that was a minor hiccup and it was quickly resolved.
What do I think about the scalability of the solution?
Collibra has roughly half a dozen different products with which you can buy additional licenses for that will do amazing things. If you're interested in GDPR, you can buy that software — a module. If you're interested in what I would call a significant data lineage, you can buy that product, get a catalog, and it's available for data ingestions automatically. In today's world, this is pretty much essential. There's a lot of capabilities as far as scalability and expanding usage across the business.
It's easy to do that if the business users are being encouraged by their management to use it. I think you might agree that no matter what company you work for, nobody's going to use the tool unless their leadership tells them to — they're comfortable in their own box. It's like, "I'm busy. Don't bother me unless I have to do something." That's the case for what we have done both at the company I'm at now and my prior company. It's that leadership gained, cross-functionally that we have as one enterprise united under one tool. That's a pretty powerful thing to encourage people to do. The implementation of a tool like Collibra is far more effective if you have leadership executive sponsorship. I think that's hands-down, one of the most important things to ensure the healthy adoption of a solution.
Sure, you can use it without embracing it, but the teams that have embraced it are the ones that have leadership that says, "I understand the value of it, let's do this and get creative with it." These are the teams that are the most robust at using it; they have really learned how to use the tool and are constantly pushing the limits of it. From a scalability standpoint, the workloads come out of the box, but a lot of the workflows are made for the most common use case. As such, most customers customize the workflows. From that standpoint, it's very scalable.
I always recommend to anyone who is considering going with Collibra, to ensure that they have someone that will be trained on building the customized workflows — you're going to need them. Sure, you can pay Collibra to do that; you can pay the professional services to do that and they'll do a fantastic job, but it's expensive. It's a lot cheaper to invest in somebody in your own company to get some training. You can really scale quickly if you have somebody in-house that can create customized workflows and manage them.
How are customer service and support?
The technical support is very good.
As with any vendor, you can get out-of-the-box support, or you can buy additional support. Both at my prior company and at my current company, we have engaged with professional services and we meet with them once a month just to say, "Hey, I've got this weird thing I'm trying to do and I ran into this problem." Although it's not required, if you really want to accelerate the usage of the tool and the adoption of it, I always advise other people to talk with users at other companies and to consider paying for some coaching services or professional services. Even if it's just one call a month for an hour, it's still worth it, especially when you're trying to do very creative things, as most customers want. You gave me Mickey Mouse and I want to make it Donald Duck — a lot of companies do that.
The Collibra Professional Services guides are great — they're fantastic actually. I've never had a bad experience in the eight years I've been using this solution. I've never had a bad experience with their support staff, both on the technical side and on the business side.
How was the initial setup?
The initial setup is not that difficult. I cannot speak to moving to the cloud because we have not done that yet, but I hear that it's not very difficult. It's been a couple of years since I have set up the platform, but as far as upgrading to a major new version, it's actually pretty straightforward. Collibra has actually done a fantastic job over the last few years to make this whole experience a lot easier. Years ago it was not as easy as it is now.
It's matured a tremendous amount over the last few years. absolutely tremendously. The company has been around for over 12 years now. When they first launched, it was a completely different animal. Now, it's a very robust metadata management and data governance tool.
One and a half, full-time employees are required for maintenance.
I am not sure how long deployment took at our current company. I have heard from other customers who use the platform that it can take anywhere from one to three months, depending upon the complexity and how much testing they want to do. It also depends on the amount of customization they want to do. That's one of the great things about this tool — you can customize the heck out of it. If you go with everything out of the box, it's pretty straightforward and doesn't take very long. I would say deployment takes less than a month.
What was our ROI?
It's more of a soft benefit versus a hard benefit. What is the value of saving someone time? I did a cost analysis at my previous company. Our CFO used some vocabulary and some acronyms that I had never heard of — and I'd been with the company for 13 years. It took me 20 minutes — and I'm really good at sleuthing — to figure out what those things meant. I added those into our Collibra instance so that other users could quickly find out what those things meant. If you look at it from that standpoint, right after an "all-hands", our usage of our Collibra solution always spiked.
Everybody was like, "What did he mean when he said that? If it took me 20 minutes to find out what X, Y, Z meant, and it took me two minutes to get it into Collibra, then if a hundred people saved time because it took them only two minutes to find out, too — can you put a value on that? Yes. You can say, X dollars per hour, FTE, and how much time that saves. I did that very briefly just for one use case and my boss said, "Nevermind, they get it."
I think that's the biggest value — how do you save employees time? Because everybody's too busy to waste time.
What's my experience with pricing, setup cost, and licensing?
I think all software is expensive, but that's just me. Still, I would say it's probably in line with what other vendors charge for licensing. I would just say it's probably comparable. I have not done a side-by-side comparison in about three years, so I can't speak as to what's going on currently.
There's a baseline product called Data Governance Center. That is what I would consider their baseline product. You can choose to purchase other licenses, whether it's the data catalog, their privacy module for GDPR, or their Data Lineage modules — there are plenty of different licensing options. Some of them are user-based, and as with any company, the more you buy, the more of a discount you get.
You can buy as little or as much as you want. It just depends upon what your budget is. I've talked to some financial institutions that have just thrown so much money at the tool. It just makes my jaw drop to the floor — it's insane. We're doing almost what they're doing at a third of the cost. It really just depends upon your strategy.
What other advice do I have?
The question is how do you help new users understand and leverage this solution to get people to come in, start using it, and understand what they're doing? Well, we've got three people that help onboard our business users.
Every use case is different because every business team wants to use the tool in a different way. It's all about business consultation, but Collibra doesn't have anything to do with that. I used to run a users meetup group for Collibra in the Bay Area. I've talked to many customers who have used Collibra, and all of them experience the same challenges — how do I get my business users? Even technical users that are on the business side want to know how to get them to onboard and adopt.
That's the piece that will really make or break in your implementation. So, make sure you have some type of stewardship team in place, whether it's on the business side or the technical side, just to help onboard new users. This is absolutely critical because as with any tool, it takes some adoption and some communication and collaboration.
When you first buy the software, you could just buy it and figure it out yourself, or you could buy their Coaching Services and their Quick Start packages. I would strongly recommend investing upfront. There is a Quick Start package, which is basically paying Collibra to help you, whether it's standing it up, whether it's your initial implementation, etc. I think it takes 10 days. I highly encourage taking this route. It will really accelerate your installation and decrease frustration. Make sure you've got leadership or executive support regarding what you're trying to do for your strategy.
The biggest lesson I've learned is that you can never assume what somebody means when they use a word. I've got 35 years of business experience under my belt. I've come to coin the phrase "What's your operational definition of that word?" You can be 45 minutes into a meeting with 10 people using the same word and find out halfway through the meeting that you're talking about four different things or two different things and everybody's frustrated and walks away.
You need to understand the meaning of the vocabulary, whether it's data vocabulary or business vocabulary. Doing so will absolutely accelerate your business and save people so much time. That's one of the things I really like about the Collibra platform. From talking to other companies, other people, and friends of mine, I know that other companies that use tools similar to Collibra — even they say the same thing. You need a data catalog, that will allow your business to quickly find what they're looking for and help you understand what that means in the context of the conversation they're having.
Overall, on a scale from one to ten, I would give Collibra Governance a rating of eight.
Which deployment model are you using for this solution?
On-premises
Disclosure: My company does not have a business relationship with this vendor other than being a customer.