Snowflake Migration Checklist

Document the existing solution

List databases and data objects that need to be migrated

Define known data quality issues to be addressed
List processes and tools that populate and pull data from the existing solution
List security roles, users and permissions
List Snowflake accounts that exist or need to be created
Establish frequency of security provision processes
Document the existing solution into an “as-is” architecture diagram

Determine a migration approach

List processes to migrate as is

List processes that need re-engineering
List processes that need to be fixed
Draft migration deliverables
Create desired architecture diagram

Capture the development and deployment process

List tools that will be introduced with the migration

Validate function and performance of snowflake connectors
List tools that will be deprecated after the migration
List development environments needed for the migration
List deployment processes used for the migration

Prioritize datasets for migration

List data sets to migrate first (prioritize list)

Create method for identifying process dependencies for data sets
Document process dependencies for data sets

Determine a testing approach

Prepare to test migration of legacy data, loading from data sources, and performance
Identify testing methods and success criteria
Prepare for anticipated exceptions caused by process fixes
Identify testing tools

Plan to implement security

Identify processes and tools to implement security

Determine if revisions need to be made before migrating roles, users, and permissions

Identify the migration team

Create list of migration team members and roles with contact info
Define the migration deadlines and budget

List business expectations for the migration deadline

Document budget allocated for the migration project

Determine the migration outcomes

List high-level desired outcomes and assumptions at the completion of the migration
Document plan for communicating the migration project wins to stakeholders