Use Catalog to migrate Data Solutions

Migrating data solutions is a strategic but complex initiative that requires visibility, coordination, and clear documentation. Coalesce Catalog supports this process at every stage — from scoping and planning to execution and launch. By surfacing dependencies, identifying unused assets, and tracking ownership, the catalog helps teams streamline migrations, reduce risk, and maintain data trust.

This section outlines how to leverage the catalog effectively to support a smooth and informed migration process.

1. Scope, Ownership & Plan

Use lineage and downstream reports to understand dependencies, workloads, and plan sprints. (Contact your Catalog team before launching this exercise as some of these reports are only available on demand)

• Identify ‘Unused Assets’ and remove them from the scope of the project

• Prioritize ‘Data Products’ (Dashboards, Tables, Schemas) based on popularity

• Assign ownership - bulk editor, most frequent users, creator

2. Develop

• Migrate whilst using lineage for change progress and dependency management (e.g., lineage computing testing, debugging)

• Data Quality / Testing

• Document whilst executing - use Castor automated features to propagate definitions

3. Launch

• Use Catalog to complement the launch of a data product to provide all the necessary documentation

• Review popularity and documentation for most popular assets

• Review and assign owners

• Group assets into Data Products or Domains by using the knowledge section

• Promote collaboration to improve data literacy