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Global Health Clinic Enables Collaborative Governance, Powered by Collibra, to Mature Data Stewardship, Improve Metadata Management and More

Our healthcare and health research client is in the midst of its journey to formalize data governance following the optimization of its Collibra investment. By employing a comprehensive change management approach, business-led stewardship teams are now equipped with the knowledge and skills to manage metadata. This empowers our client to optimize IT and data architecture and enhance reference and master data management (MDM) to improve efficiency and accelerate processes.

Industry: Healthcare and Life Sciences

Background: Global healthcare clinic cares for nearly 1.5 million people from the U.S. and almost 130 countries.

Engagement Type

First San Francisco Partners (FSFP) assisted our client in developing and implementing a comprehensive data governance (DG) and data management strategy. This included evaluating and remedying underutilization of Collibra, while also fostering stewardship adoption and enhancing maturity across metadata, reference data, master data management (MDM) and data literacy.

Opportunity Areas

  • Original implementation of Collibra lacked stewardship engagement and was highly customized, impacting usability, expansion and trust.
  • Multiple strategic initiatives were at risk due to a lack of governance and a data-centric consideration required for success.
  • Recognition of a newly developed data office and organizational change management to enable data stewardship to be recognized and leveraged as an enterprise-level service organization.
  • Departments enterprise-wide, including a centralized IT unit, were at different levels of DG alignment and maturity. This led to an uneven and siloed data experience potentially inhibiting strategic transformation efforts (e.g., the ability to accelerate AI within their firewalls effectively and efficiently).

Engagement Snapshot

  • Current State Assessment
    • FSFP provided a detailed current-state assessment, recommendations and roadmap for the organization’s existing governance, metadata, data quality (DQ), reference (RefDM) and MDM, including Collibra.
    • The integrated roadmap included a detailed plan of action to mature each area, including dependencies and a focus on people, processes, technology and data.
  • Leadership and Staff Augmentation
    • FSFP provided a team of multi-faceted resources designated to support and cross-train the client’s data office and stewardship teams in operations through ERP migration and analytics, including research.
    • These resources promoted DG, RefDM, MDM and data quality (DQ) management to reduce implementation risk and establish a long-term foundation for trust and maintainability.
    • Collibra was the primary technology leveraged for this data work and to engage with the various business areas and project teams. Integrations with platforms supporting analytics, AI model governance, healthcare terminology management and MDM were added throughout the engagement.
  • Organizational Change Management (OCM)
    • This client understood investing in OCM and data literacy paid dividends, so it leveraged FSFP’s full-time OCM experts to build strategy, materials and support for data stewardship within the organization.
    • Incremental additions and adjustments effectively conveyed the message, significantly expanding understanding of data and its capabilities to better support the critical work that directly impacts the client’s stakeholders.


  • Our client now has a repeatable model and extensive training materials to onboard stewardship teams at scale into Collibra for many use cases — all leveraging a consistent and formalized DG operating model.
  • OCM and data literacy enabled the push toward a better understanding of the various data capabilities, allowing our client to increase analytics and AI model governance. This resulted in reduced risk and an increased capacity for innovation.
  • Implementing Collibra as an enterprise-wide solution allowed the organization to offload other tools/services it previously subscribed to and save costs.
  • Leveraging its Collibra investment enabled the client to capture data requirements through metadata (report inventories, source-to-target mapping, metrics, etc.), making ERP project documentation easy to locate and understand in SharePoint.
  • The shift in focus to integrating multiple data capabilities enhanced clarity regarding roles and overlap, fostering a positive relationship among the individuals in the data organization.
  • The new shared common language created a cohesive message as the data organization engaged with business areas and stakeholder groups.

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