Sandhill Consultants Limited

erwin ER360

erwin ER360 Collaborative Portal, is a self service business user portal for read-only access to erwin data models. ER360 promotes collaboration and empowerment of data users, enhances data literacy and understanding, and accelerates data driven decision making by reducing bottlenecks in the data modeling process

Features

• High-fidelity diagram visualization matching erwin Data Modeler
• MetaQL enables SQL-like querying of model metadata
• Global search with boolean and structured query patterns
• REST API with token authentication for integration
• Custom collections organize metadata for quick retrieval
• Dynamic worksheets transform metadata into structured formats
• Enterprise SSO integration (SAML, OAuth, Okta, Entra ID)
• Jira status sync updates automatically upon model certification
• CSV and Excel export at object level
• Object level commenting, tagging and link sharing

Benefits

• Democratize data understanding across business and technical teams
• Enable stakeholder collaboration without modeler licenses
• Reduce bottlenecks with self-service model access
• Accelerate decision-making through immediate data visibility
• Improve data literacy organization-wide via visual exploration
• Streamline feedback loops with comments and tagging
• Enforce governance with role-based access controls
• Find information quickly with powerful search capabilities
• Integrate with existing workflows via REST API
• Export data easily for downstream analysis tools

• Education pricing available
• Free trial available

Service documents

• Pricing document

  PDF

• Service definition document

  PDF

• Terms and conditions

  PDF

Request an accessible format

If you use assistive technology (such as a screen reader) and need versions of these documents in a more accessible format, email the supplier at info@sandhill.co.uk. Tell them what format you need. It will help if you say what assistive technology you use.

Framework

G-Cloud 15

Service ID

986970994392635

Contact

Andrew Carter
01476 568708
info@sandhill.co.uk

About your service

• Service categories:

  Application Development and Deployment

  Data management

  Database administration and development

  • Data Modelling
• Multi cloud support: Yes

Service scope

• Software add-on or extension: Yes
• What software services is the service an extension to: Erwin Data Modeler
• Cloud deployment model:
  • Public cloud
  • Private cloud
  • Community cloud
  • Hybrid cloud
• Service constraints: Is only compatible with windows
• System requirements: Windows

User support

• Email or online ticketing support: Yes
• Support response times: Sandhill's will respond to questions between 9.00 am and 5.00 pm Monday to Friday and the vendors response times are available on the following weblink https://support.quest.com/essentials/sr-severity-levels-response-times
• User can manage status and priority of support tickets: Yes
• Online ticketing support accessibility: EN 301 549
• Phone support: Yes
• Phone support availability: 9 to 5 (UK time), 7 days a week
• Web chat support: No
• Onsite support: Yes, at extra cost
• Support levels: Free of charge upgrades, bug issue resolution, provision of standard fixes and workarounds to known problems, managing your erwin relationship and issue escalations, license key assistance and management, rapid response on 'How to Support', Direct access to erwin experts by email, telephone, and remote desktop, guidance on upgrades, guidance on 'known issues', model testing, Answering product installation configuration and usage questions, in depth product knowledge of erwin and complimentary products. 24 x 7 technical support provided by vendor, including a cloud support engineer. All of the above in included within cost of product and maintenance.
• Support available to third parties: Yes

Onboarding and offboarding

• Getting started: Full education and training quick start programs
• Service documentation: Yes
• Documentation formats:
  • HTML
  • PDF
• End-of-contract data extraction: CSV export and database backup
• End-of-contract process: When the ER360 contract ends:; ; Access to the service (portal, hosting, UI) is terminated once the license subscription period ends. ; ; The vendor makes your data available for export (e.g., CSV export or database-backup), and you typically have a 30-day window to retrieve/export your data. ; ; After this period, the hosted environment and any stored data are deleted. ; ; The standard off-boarding/export process is included — you don’t normally face extra cost just for contract end and data extraction. ; ; What the contract price covers:; ; The base license/subscription fee per user (or per concurrent user) provides full access to ER360’s standard features: web-based portal, metadata visualisation, role/user management, metadata export to CSV, collaboration tools, and support (ticketing, web-chat (via the vendor Quest), phone during support hours) per the service definition. ; ; Hosting, maintenance, licensing, and support are bundled under that subscription.; ; What might be additional cost (or outside the standard contract):; ; Optional add-ons such as on-site support (rather than standard online/ticket support) or extra professional services may be charged separately. ; ; Migration or installation/setup packages (if transitioning from on-prem or another system), custom training, or custom consultancy may not be included.
• Documentation accessibility standard: EN 301 549

Using the service

• Web browser interface: Yes
• Supported browsers:
  • Microsoft Edge
  • Firefox
  • Chrome
  • Safari
• Application to install: Yes
• Compatible operating systems: Windows
• Designed for use on mobile devices: No
• Service interface: Yes
• User support accessibility: EN 301 549
• Description of service interface: Browser based, easy to use,
• Accessibility standards: EN 301 549
• Accessibility testing: The vendor Quest Software has indeed been involved in evaluating user satisfaction with assistive technology. One such assessment tool they’ve used is the Quebec User Evaluation of Satisfaction with Assistive Technology (QUEST). This instrument gauges a patient’s contentment with various assistive devices, considering factors like dimensions, weight, adjustments, safety, durability, simplicity of use, comfort, and effectiveness. Additionally, it assesses service-related aspects such as delivery, repairs, professionalism, and follow-up service
• API: Yes
• What users can and can't do using the API: Import files. Create, read, update, delete objects and relationships. The erwin ER360 API provides broad control over metadata, but several constraints limit how users can set up or change configurations. First, authentication tokens expire after about four hours, so long-running scripts must re-authenticate. Role-based access control also restricts what different users can modify; only users with appropriate privileges can perform administrative actions or bulk updates. The API enforces field and naming limitations, such as maximum lengths for catalog names, descriptions, and usernames, which can restrict metadata design.; ; In some cloud-hosted deployments, there is no dedicated sandbox or test environment, meaning all API actions affect production data. Additionally, the cloud version may run a different or lagging repository version, which can limit access to newer API features available on-premise. While the API supports creating, reading, updating, and deleting objects and relationships, certain UI-specific features—like personalized views, collaboration elements, or layout settings—may not be fully exposed for programmatic modification.; ; These limitations mean users must plan API usage carefully, validate inputs against constraints, confirm necessary permissions, and test changes safely. Overall, while powerful, the ER360 API requires disciplined use to avoid unintended impacts.
• API documentation: Yes
• API documentation formats:
  • Open API (also known as Swagger)
  • PDF
• API sandbox or test environment: No
• Customisation available: Yes
• Description of customisation: Representation of the metadata can be customized on the diagram with out of the box information. Users can customise the erwin ER360 service across metadata, user experience, and administrative configuration. Customisable elements include metadata structures such as user-defined properties, object attributes, and diagram views; user experience features like custom collections, worksheets, and filtered views; and administrative settings, including authentication methods, user groups, roles, and catalog permissions. Shared or private views and export settings can also be adapted to suit reporting and governance needs.; ; Customisation is performed mainly through the ER360/Mart Portal interface. Administrators configure system-level features such as SSO/LDAP authentication, security settings, role definitions, and catalog structure. Metadata editors and data modellers can create or modify models, add custom properties, adjust diagrams, and build tailored views or export templates. Business users with limited permissions can still customise their own workspace through personal views, filters, and exports, provided these do not alter system metadata.; ; Who can customise depends on role-based permissions. Administrators handle global configurations and user access. Data modellers and governance teams manage metadata-level changes. Read-only or business users can interact with shared customisations but cannot alter core configuration. Overall, ER360 offers flexible customisation, controlled by structured access rights.

Scaling

• Independence of resources: Fully monitored service through Amazon Cloudwatch

Analytics

• Service usage metrics: No

Resellers

• Supplier type: Reseller providing extra support
• Organisation whose services are being resold: Quest Software Inc

Staff security

• Staff security clearance: Staff screening not performed
• Government security clearance: Developed Vetting (DV)

Asset protection

• Knowledge of data storage and processing locations: Yes
• Data storage and processing locations: United Kingdom
• User control over data storage and processing locations: Yes
• Datacentre security standards: Complies with a recognised standard (for example CSA CCM version 4.0)
• Penetration testing frequency: At least once a year
• Penetration testing approach: Another external penetration testing organisation
• Protecting data at rest:
  • Physical access control, complying with CSA CCM v4.0
  • Physical access control, complying with SSAE-18 / ISAE 3402
• Data sanitisation process: No
• Equipment disposal approach: Complying with a recognised standard, for example CSA CCM v4.0, CAS (Sanitisation) or ISO/IEC 27001

Data importing and exporting

• Data export approach: CSV export and database backup
• Data export formats:
  • CSV
  • Other
• Other data export formats: Database backup
• Data import formats: Other
• Other data import formats: The files are imported from erwin Data Modeler only.

Data-in-transit protection

• Data protection between buyer and supplier networks: TLS (version 1.2 or above)
• Data protection within supplier network: TLS (version 1.2 or above)

Availability and resilience

• Guaranteed availability: Quest shall make the Service available twenty-four (24) hours per day, seven (7) days a week with a minimum uptime level of ninety-nine and nine tenths of a percent (99.9%) measured on an aggregate monthly basis, with no single unscheduled outage exceeding four (4) consecutive hours in a single seven (7) day period. Should Erwin incur an unscheduled outage in excess of four (4) hours or more than two (2) unscheduled outages in excess of two (2) hours or more in duration within a single billing month, upon notice by Customer and confirmation by Erwin, Customer will be credited 10% of that month’s monthly recurring payment. Such service availability does not, however, include regularly scheduled maintenance or any unscheduled downtime due to failures beyond Erwin’s control (such as errors or malfunctions due to Customer’s computer systems, local networks or Internet connectivity).
• Approach to resilience: Daily back-up of application and database server. RTO (Recovery Time Objective) of 24 hours. AWS Multi-AZ to ensure database is synchronised.
• Outage reporting: Email alerts.; Public dashboard in roadmap.

Identity and authentication

• User authentication needed: Yes
• User authentication: Username or password
• Access restrictions in management interfaces and support channels: There is an option within the account section of the tool, where the client administrator can allow erwin support access, to log into a client’s area and test the issue they are seeing, or test fixes once applied. This access is completely controlled by the customer and is turned off by default. For server maintenance, a Jump server is used to access any AWS remote production environments, including connecting through a provisioning server, requiring private key access. The Jump server is locked to the corporate network ip address and the provisioning server(s) can only be accessed using the Jump server.
• Access restriction testing frequency: At least once a year
• Management access authentication: Username or password

Audit information for users

• Access to user activity audit information: Users have access to real-time audit information
• How long user audit data is stored for: User-defined
• Access to supplier activity audit information: No audit information available
• How long system logs are stored for: Between 1 month and 6 months

Security governance

• Named board-level person responsible for service security: Yes
• Security governance certified: Yes
• Security governance standards: ISO/IEC 27001
• Information security policies and processes: https://www.quest.com/docs/information-security-policy-legal-131273.pdf
• Software Security Code of Practice: Yes

Operational security

• Configuration and change management standard: Complies with a recognised standard, for example CSA CCM v4.0 or SSAE-18 / ISAE 3402
• Configuration and change management approach: All changes are raised via the support ticketing system, Zendesk, and will be added into the development tracking system. Code changes are implemented with build script - we do use automated deployment tools for code movement and roll-backs from our beta, staging and live environments. Changes are approved by Development and Product Manager before being pushed.
• Vulnerability management type: Complies with a recognised standard, for example CSA CCM v4.0 or SSAE-18 / ISAE 3402
• Vulnerability management approach: Vulnerability scanning tool generates reports, tested against a known database of issues. Rule sets use common vulnerabilities and exposures (CVE), center for internet security (CIS) Operating System configuration benchmarks, and security best practices. High and Medium issues resolved as quickly as possible. Low and Informational issues worked into the normal sprint plans. Security pack covers whole platform of solutions: - Intrusion Detection/Prevention and hosting of agents and manager within remote environment - Security Information and Event Monitoring (SIEM – Manage Engine EventLog Analyzer) - and the hosting of the agents and manager within the remote environment - Quarterly vulnerability testing.
• Protective monitoring type: Complies with a recognised standard, for example CSA CCM v4.0 or SSAE-18 / ISAE 3402
• Protective monitoring approach: If the advanced security pack is chosen (on single tenant environments), we utilise an IDS/IPS tooling and all events are sent to a central management console, managed by DevOps team. The IPS software will remediate and block issues where they are found. Any alerts will quickly be responded to and remediated by the DevOps team, depending on criticality.
• Incident management type: Complies with a recognised standard, for example, CSA CCM v4.0 or ISO/IEC 27035:2011 or SSAE-18 / ISAE 3402
• Incident management approach: Incident record is created in the Quality Log Incident Manager assigned to co-ordinate resolution and communications . Incident manager will work with the account manager to keep the customer informed. Issues will be escalated to Product Management and Development Management. Escalation beyond this is to the senior management team Customer is notified of the issue/incident and the plans to resolve it by the account manager. Development Manager will review the issue, any knock-on effects and devise the best fix method Change management process follows attempts at resolving the issue. Incident Report completed afterwards detailing the cause, lessons learned.
• Post-quantum cryptography secure: No

Secure development

• Approach to secure software development best practice: Conforms to a recognised standard, but self-assessed

Public sector networks

• Connection to public sector networks: No

Pricing

• Discount for educational organisations: Yes
• Free trial available: Yes
• Description of free trial: Full access to software for 30 day trial period
• Link to free trial: https://www.quest.com/register/129546/

Discount percentage by annual call-off contract value (excluding VAT)

• Less than £250,000: 1%
• Between £250,000 and £500,000: 2.5%
• Between £500,001 and £1,000,000: 5%
• Between £1,000,001 and £2,500,000: 7.5%
• Between £2,500,001 and £5,000,000: 10%
• Over £5,000,001: 10%

Non-mandatory Standards and certifications

• ISO/IEC 27001 certification: Yes
• Who accredited the ISO/IEC 27001: Schellman Compliance, LLC
• ISO/IEC 27001 accreditation date: Monday 11 August 2025
• What the ISO/IEC 27001 doesn’t cover: The scope of the ISO/IEC 27001:2022 certification is limited to the information security management system (ISMS) supporting the development, operations, and customer support services of Quest IT Shared Services as a Cloud Provider, in accordance with the statement of applicability, version 1.3, dated February 21, 2025, and aligned to meet the control implementation guidance and additional control sets of ISO/IEC 27017:2015 and ISO/IEC 27018:2019
• ISO 28000:2022 certification: No
• ISO 9001 certification: No
• Quality management systems (QMS): No
• CSA STAR certification: No
• PCI certification: Yes
• Who accredited the PCI DSS certification: NatWest Bank Tyl Safe Pay
• PCI DSS accreditation date: Monday 11 September 2023
• What the PCI DSS doesn’t cover: N/A
• Cyber essentials: Yes
• Please provide your Cyber Essentials Certificate Number: 4be819a2-f61d-48b6-b2cb-67fcb55231ab
• Cyber essentials plus: No
• Cyber Essentials Alternative: None of the criteria
• Other security certifications: Yes
• Any other security certifications:
  • SOC2 Type II with ISAE 3000 (erwin Mart on Cloud)
  • SOC2 Type II with ISAE 3000 (Foglight Cloud)
  • SOC2 Type II (erwin DI Cloud)

Social value

• Section B - Commitment for Future: Delivery:

  • Mission: Kick start economic growth. To secure the highest sustained growth in the G7 - with good jobs and productivity growth in every part of the country making everyone, not just a few, better off.

    Policy Outcome 1: Fair work: That offers fair wages and good working conditions. Help people get a job, stay in work, and progress in their careers, with good employment opportunities across the country. Notes: Where there is a large proportion of labour costs in the contract, commercial teams should consider MAC in Outcome 1 as a priority

    • New or retained jobs on the contract workforce in the relevant area that meet the criteria set out in MAC 1b, 1c and 1d
    • New apprenticeships on the contract workforce in the relevant area that meet the criteria set out in MAC 1b
    • Plans to engage the contract workforce in deciding the most important workplace issues to address
    • Monitoring of employee engagement rates (by protected characteristic) and, where necessary, the development of actions to ensure all voices are heard across the diversity of the workforce
    • Employment contracts that reflect actual hours worked; steps taken to ensure employees understand their contracts and have the ability to review and adjust them if actual hours regularly exceed contracted hours
    • Activities that support an environment where staff are educated about, and feel empowered to, address their physical wellbeing
    • Activities that support an environment where staff are educated about and feel empowered to report and address bullying and harassment
    • Offer a pay and leave entitlement to all eligible staff who become kinship carers, ideally equivalent to statutory adoption pay and leave
    • Payment of more than the National Minimum Wage or National Living Wage (as appropriate) to the contract workforce
    • Monitoring and reporting of gender and ethnicity pay gaps and plans to address them where necessary
    • Entitlement to sick pay for the contract workforce, with provision in place for any staff who do not meet the earnings threshold for statutory sick pay, payment of sick pay from day one of absence and payment of staff on the contract workforce who are off sick a replacement income of 100% of their usual earnings for as long as possible
    • Plans for an appropriate income replacement policy for staff who are required to spend time away from work to care for a sick dependent or close relative
    • Understanding of in-work progression issues affecting the market, industry or sector relevant to the contract, and in the supplier’s own organisation and those of its key sub-contractors
    • Measures to support in-work progression to help people in the contract workforce, to move into higher paid work by developing new skills relevant to the contract
    • Support for educational attainment relevant to the contract, including training schemes that address skills gaps and result in recognised qualifications
    • Volunteering opportunities for staff
    • Understanding of the modern slavery risks and issues affecting the market, industry, sector or country (of origin or of source) relevant to the contract, and the workforce in the supplier’s own organisation and those of its key subcontractors
    • Outline policies and practices to be applied to or put in place for the contract to mitigate and manage modern slavery risks, including: Pre-employment checks, recruitment practices. Workplace conditions, safeguarding plans and processes in place and regular monitoring with relevant groups considered, which may include sampling
    • How to ensure business decisions re: price/cost, short lead times, payment timescales do not create modern slavery risks in the supply chain
    • Means of influencing staff, suppliers, customers, communities and/or any other appropriate stakeholders with respect to modern slavery risks relating to the contract

  • Mission: Kick start economic growth. To secure the highest sustained growth in the G7 - with good jobs and productivity growth in every part of the country making everyone, not just a few, better off.

    Policy Outcome 2: Skills for growth: Supporting growth sectors and addressing skills gaps.

    • Understanding of employment and relevant skills issues, and of the education and training issues relating to the contract. Illustrative examples: demographics, skills shortages, new opportunities in high growth sectors, geographic/local community and skills/employment challenges
    • Support for educational attainment relevant to the contract, including training schemes that address skills gaps and result in recognised qualifications
    • Activities to support relevant sector related skills growth and sustainability in the contract workforce. Illustrative examples: careers talks, curriculum support, literacy support, safety talks and volunteering
    • Delivery of apprenticeships, supported internships and T Level industry placement opportunities (Level 2, 3 and 4+) in relation to the contract

  • Mission: Kick start economic growth. To secure the highest sustained growth in the G7 - with good jobs and productivity growth in every part of the country making everyone, not just a few, better off.

    Policy Outcome 3: Resilient, innovative and flexible supply chains: Support economic growth through enabling resilient businesses, opportunities for small businesses and voluntary, community and social enterprises

    • Activities to identify opportunities to open up sub-contracts under the prime contract to a diverse range of businesses, including new businesses, entrepreneurs, start-ups, SMEs, VCSEs and mutuals
    • Ensuring accessibility to contracting and subcontracting opportunities for disabled business owners and employees
    • Structuring of the supply chain selection process to ensure fairness (e.g. anti-corruption) and encourages participation by a diverse range of businesses, including with regard to new businesses, entrepreneurs, start-ups, SMEs, VCSEs and mutual
    • Understanding of local demographics, needs and opportunities for the co-design of the goods, services and works to be delivered under the contract
    • Methods for engaging with different parts of the community (including the education system and charities representing the community) and how communities come together to inform decisions, strategy and projects to leave a positive legacy for future generations
    • Measures to engage users and communities and build relationships to increase community integration build trust and influence how the contract is delivered
    • Plans to respond flexibly and adapt approaches to community engagement and initiatives
    • Collaborating with anchor institutions and community groups to make facilities available for education, training or community events

  • Mission: Make Britain a clean energy superpower: To cut bills, create jobs and deliver security with cheaper, zero-carbon electricity by 2030, accelerating to net zero

    Policy Outcome 4: Sustainable procurement practices: Reducing carbon footprints, minimising waste, and promoting the use of clean energy and green technologies.

    • Understanding of opportunities for additional environmental benefits delivery in the performance of the contract, including working towards net zero carbon emissions and use of clean energy and green technologies
    • Collaborative ways of working with the supply chain to deliver additional environmental benefits in the performance of the contract, including working towards net zero carbon emissions and use of clean energy and green technologies
    • Delivery of additional environmental benefits through the performance of the contract, including working towards net zero carbon emissions and use of clean energy and green technologies
    • Understanding of how to influence staff, suppliers, customers, communities and/or any other appropriate stakeholders through the delivery of the contract to support climate and nature protection and improvement
    • Activities to reconnect people with the environment and increase awareness of ways to protect and enhance it

  • Mission: Break down barriers to opportunity: By reforming our childcare and education systems, to make sure there is no class ceiling on the ambitions of young people in Britain

    Policy Outcome 6: Employment and training: For those who face barriers to employment

    • Understanding of employment and skills issues, and of the skills and employment shortages of high growth sectors relating to the contract
    • Delivery of training schemes and programmes to address any identified skills gaps and under-representation in the workforce for the contract (e.g. prison leavers, care leavers, kinship carers, disabled people)
    • Understanding of the issues affecting the representation of disabled people in the workforce in the market, industry or sector relevant to the contract, and in the supplier’s own organisation and those of its key sub-contractors
    • Collection of the views and expertise of disabled people and their representative organisations on successfully supporting disabled employees or applicants
    • Inclusive and accessible recruitment practices, and retention-focused activities, including those provided in the Guide for line managers on recruiting, managing and developing people with a disability or health condition
    • Introducing transparency to pay and reward processes
    • Offering a range of quality opportunities with routes of progression if appropriate, e.g. T Level industry placements, students supported into higher level apprenticeships.
    • Working conditions which promote an inclusive working environment and promote retention and progression
    • Other measures to provide equality of opportunity for disabled people and those with health conditions into employment, including becoming a Disability Confident employer and inclusion of supported businesses in the contract supply chain
    • Understanding of the issues affecting inequality in employment, skills and pay in the market, industry or sector relevant to the contract, and in the supplier’s own organisation and those of its key sub-contractors. Measures to tackle inequality in employment, skills and pay in the contract workforce
    • Inclusive and accessible development practices, including guidance for line managers on recruiting, managing and developing people with a disability or health condition

  • Mission: Break down barriers to opportunity: By reforming our childcare and education systems, to make sure there is no class ceiling on the ambitions of young people in Britain

    Policy Outcome 7: Creating a pipeline of opportunities: For the contract workforce, reducing barriers to entry for under-represented groups.

    • Understanding of the issues affecting the development of new skills by target cohort
    • Understanding of the underlying factors affecting improvements to reduce barriers to entry and training schemes for the target cohort(s) related to the contract workforce
    • Other measures to offer development opportunities for the target cohort(s) in the contract workforce
    • Advertising, promotional and outreach activities designed to raise awareness of the offer to reach the target cohort
    • Understanding of issues relating to entering the contract workforce
    • Creation of outreach activities to create a pipeline of employees for the future contract delivery
    • Content of the outreach activity is designed to suit the target cohort
    • Advertising, promotional and outreach activities designed to raise awareness of the offer to reach the target cohort

  • Mission: Build an NHS fit for the future: That is there when people need it; with fewer lives lost to the biggest killers; in a fairer Britain, where everyone lives well for longer.

    Policy Outcome 8: Increasing productivity through physical and mental wellbeing: In the supply chain and communities in the relevant area.

    • Understanding of issues relating to health and wellbeing, including physical and mental health, in the contract workforce
    • Understanding barriers to access to health and social care services or employment opportunities e.g. digital inclusion
    • Inclusive and accessible recruitment practices, development practices and retention policies that support-focused activities including those provided in the Guide for line managers on recruiting, managing and developing which support people with a disability or health condition
    • Actions to invest in the physical and mental health and wellbeing of the contract workforce

Service documents

• Pricing document

  PDF

• Service definition document

  PDF

• Terms and conditions

  PDF

Request an accessible format

If you use assistive technology (such as a screen reader) and need versions of these documents in a more accessible format, email the supplier at info@sandhill.co.uk. Tell them what format you need. It will help if you say what assistive technology you use.