Project Background
The client had implemented Collibra DGC to govern complex business planning and general ledgers hierarchies used across its global applications with the goal of reducing risk and time-to-close. However, the initial implementation relied on manual inputs and back-end batch validations. Publishing and controlling the standards in the downstream applications continued to take 114 steps and eight days each month. The client also wanted assurance that their model was scalable.
The client asked Expleo to design an automated process that extended the Collibra platform to better manage master data system compliance and achieve a three day month-end close process. The solution must be capable of being the framework for governance expansion to other master data
Solution
- Extended Collibra with a custom user interface to capture and validate complex governed hierarchy inputs previously manually maintained in Excel.
- Used a Collibra asset to store complex mapping relationships needed to automate the integration and validation between Collibra and Oracle DRM.
- Integrated real-time Oracle DRM views into the Collibra workflow screens, via API integrations, so that requesters could see the impact of their changes.
- Built custom workflows with integration to SharePoint, NAS drives for artifact management, Drools, and Oracle DRM.
- Created monthly staging versions in Collibra and Oracle DRM to enable cumulative queuing of multiple effective dated change requests.
- Optimised the client’s Oracle DRM configuration and processing to simplify and shorten the month-end ingestion and control of Collibra standards.
- Advised the client on additional follow-on optimisation opportunities enabled by automation.
- Implemented and integrated the Drools business rule engine to enable real-time change request validations and eliminated back-end quality issues.
Outcome
- Designed out 60% of the 114 end-to-end process steps increasing the speed of approving requests by 40%.
- Design eliminated five days from the eight-day month-end close process.
- Improved auditability and controls by eliminating manual intervention.
- Eliminated risk and effort associated with mitigating 20,000 data defects; solution ensured 100% ongoing data quality with built-in validations.
- Automation reduced reliance on system administrators by eliminating complexity and enabling the process owners.
- Established a scalable framework for how Collibra could integrate governance with other master data management tool.
- Optimised Governance and Master Data Management platforms by eliminating redundant processes by relying on system of responsibility.
