Phase 1
Discovery and estate rationalization
Inventory systems, versions, databases, schemas, tables, views, procedures, SQL, BTEQ, macros, utilities, schedules, PI/PPI/NoPI, SET/MULTISET, volatile tables, statistics, data volume, skew, access, and downstream dependencies. Classify workloads as convert, redesign, retain, federate, or retire.
Potential deliverables: Estate inventory, object and dependency catalogue, complexity report, volume and skew profile, utility and scheduler map, prioritization, risk register, and migration wave plan.
Phase 2
Target architecture and conversion design
Define workspace and cloud architecture, Unity Catalog, Bronze/Silver/Gold conventions, type mappings, PI and duplicate handling, temporary-table patterns, extraction methods, SQL/BTEQ standards, procedure decomposition, orchestration, reconciliation, and performance criteria.
Potential deliverables: Target architecture, schema map, conversion rules, utility modernization design, governance model, data and CDC plan, test strategy, acceptance criteria, and cost assumptions.
Phase 3
Data migration and code modernization
Extract historical data and metadata, build secure landing and ingestion, load Bronze, standardize Silver, publish Gold data products, convert SQL/BTEQ, rebuild procedures and macros, modernize utilities and table layouts, add tests and logging, and deploy through CI/CD.
Potential deliverables: Delta Lake tables, SQL and PySpark, rebuilt workflows and ingestion jobs, Lakeflow pipelines and jobs, governance configuration, test evidence, and exception register.
Phase 4
Validation, performance, and user acceptance
Compare schemas, keys, counts, nulls, duplicates, aggregates, samples, checksums, types, SET/MULTISET semantics, QUALIFY results, stored procedures, BTEQ control flow, query performance, concurrency, access policies, and audit trails.
Potential deliverables: Reconciliation and logic reports, performance benchmarks, security evidence, UAT results, defect register, and cutover readiness assessment.
Phase 5
Production cutover and optimization
Coordinate source changes and final increments, run parallel workloads, reconcile critical outputs, repoint consumers, enable production schedules and alerts, verify retries and recovery, train operators, monitor cost and performance, and retire Teradata only after approval.
Potential deliverables: Production workloads, cutover and rollback plan, runbooks, ownership and training, decommissioning approvals, and optimization backlog.