• Trust: Establish Atlan as the trusted enterprise entry point for finding, understanding, and using governed data.
• Unified foundation: Create a unified metadata and governance foundation for the Customer 360 initiative.
• Efficiency: Reduce manual stewardship effort through Context Agents and repeatable enrichment workflows.
• Access: Enable business users to discover certified assets while retaining broader visibility for designated roles.
• Scalability: Create a repeatable implementation pattern that can be lifted into future domains.
Program & Delivery Leadership
• Own and maintain a single integrated delivery plan covering all remaining milestones, dependencies, and critical path.
• Run the RAID log (risks, assumptions, issues, dependencies) as the authoritative program record and drive weekly planning and status cadence.
• Serve as the named delivery owner bridging Atlan’s advisory engagement and the customer’s in-tenant responsibilities — closing the execution gap rather than escalating it.
• Maintain a role matrix and escalation path to protect decision velocity when stakeholder availability is constrained.
• Provide clear, executive-ready status reporting to the customer’s DMO and program sponsors.
• Direct and validate connector configuration across Snowflake, Salesforce, Domo, dbt, Microsoft SQL Server, and Oracle, with Okta for SSO.
• Lead end-to-end lineage validation for Customer 360, including mapping resolution, defect triage, and documented test cases — the current highest-risk milestone.
• Troubleshoot platform, ingestion, and metadata issues hands-on, engaging Atlan advisory support where appropriate.
• Coordinate the Monte Carlo integration for data quality visibility as an adjacent capability.
Governance & Access Configuration
• Complete RBAC and persona modeling, configuration, and testing; secure and evidence formal approval.
• Balance business-user discovery of certified assets against broader visibility requirements for designated roles.
AI / Context Agents & Metadata Curation
• Configure Context Agent collections for automated metadata enrichment and tune output quality to an agreed acceptance standard.
• Publish the operating procedure so enrichment becomes a repeatable, low-touch workflow rather than a manual effort.
• Drive certification of the P1 bookings asset set, including ownership assignment and glossary linkage.
• Close metadata coverage gaps and report coverage progress against target.
Rollout, Enablement & Adoption
• Build steward enablement materials and reusable guidance.
• Develop and deliver the rollout package: training, demos, and launch communications.
• Define the adoption measurement framework — KPIs and dashboards — and report against it.
• Execute operational handoff with a documented support model and forward roadmap recommendations.
Deliverables Owned by This Role
• Validated production-source inventory and connector configuration record.
• End-to-end lineage validation report and remediation log.
• Configured RBAC / persona model with approval evidence.
• Configured Context Agent collections and supporting operating procedure.
• Certified P1 bookings asset set with glossary links.
• Steward enablement materials and reusable guidance.
• Rollout package: training, demos, and launch communications.
• Adoption measurement framework (KPIs / dashboards).
• Closeout package: support model and roadmap recommendations.