Unlock Your Data’s Potential with dbt Cloud Migration

Migration to dbt Cloud: Best Practices to Achieve Success

For organizations already using dbt Core, making the switch to dbt Cloud might feel like a major leap, especially when the current setup gets the job done. But the advantages dbt Cloud brings are designed to maximize the potential of your data infrastructure and drive competitive edge.

 

At Indicium, we’ve seen the impact dbt Cloud can have on data processes. With over five years of experience with dbt, 100,000+ hours of hands-on work, and 49 dbt certifications, we help clients migrate smoothly to amplify their data’s value. In this article, we’ll show you why transitioning to dbt Cloud should be a top priority in your data strategy.

Why Consider a Migration to dbt Cloud?

For organizations already using dbt Core, moving to dbt Cloud doesn’t mean starting from scratch. dbt Cloud builds on the solid foundation of dbt Core, adding tools that boost efficiency and scalability. Therefore, while dbt Core manages the technical foundation, and provides structure and governance for your data workflows, dbt Cloud simplifies processes and enhances collaboration across teams, so both technical and business users can reach impactful data outcomes.

Here’s why making the switch to dbt Cloud is worth it:

A Modern Migration Approach

A successful migration to dbt Cloud involves more than a “lift-and-shift” approach, it requires a strategic re-architecting of your data stack to unlock maximum value. Here’s how we guide our clients through this transformation:

Iterative and Template-Based Strategy

Our process uses a structured, repeatable framework to migrate your data in stages. By applying templates, we ensure consistency, minimize errors, and set up guardrails to enhance scalability across the migration, making sure your data stack is built to grow.

Architectural and Governance Framework

From the beginning, we establish a robust security and governance framework to maintain compliance and data protection. This foundational layer adapts with each new workload, ensuring your environment remains secure and governed as your data needs expand.

Initial High-Impact Use Case

To build momentum, we start with a high-impact use case that demonstrates early success. This targeted approach validates the migration strategy and fosters organizational buy-in, setting the stage for scalable adoption across additional use cases.

Migration Factory

Indicium sets up a “migration factory” approach, a scalable, repeatable process that enables us to handle multiple workloads simultaneously. As your organization grows, this scalable model ensures that your migration strategy evolves alongside your business, for long-term flexibility and value.

Accelerators and Best Practices for Migration

At Indicium, we’ve developed proprietary tools and accelerators to streamline the migration process to dbt Cloud. These ensure a smooth transition and reduce time-to-value. Our framework incorporates key elements:

To maximize the success of your migration, we follow a structured methodology divided into phases:

  1. Initial Contact: We understand your requirements and set clear expectations.

 

  1. Discovery and Assessment: Through workshops and gap analyses, we identify critical areas and outline a preliminary roadmap.

 

  1. Preparation and Planning: After agreeing on the scope and aligning use cases, we develop a tailored project plan that includes decommissioning legacy systems.

 

  1. Migration Execution: During execution, we manage architecture design, governance, system integration, and thorough testing to ensure the best transition.

 

  1. Project Close-Out and Knowledge Transfer: Finally, we conduct a project review and implement our knowledge transfer process, so that your team is equipped to effectively maintain and optimize your data environment. 

Results

A migration to dbt Cloud with Indicium leads to a well-governed data foundation, performant pipelines, and a collaborative environment where data fuels business outcomes. Our clients see:

 

dbt Cloud is more than a tool, it’s an enabler for modern data transformations that prioritize governance, collaboration, and speed. By moving from dbt Core to dbt Cloud, organizations can unlock powerful new features, enable faster time-to-value, and reduce operational costs.

About Indicium

Indicium is a global leader in data and AI services, built to help enterprises solve what matters now and prepare for what comes next. Backed by a 40 million dollar investment and a team of more than 400 certified professionals, we deliver end-to-end solutions across the full data lifecycle. Our proprietary AI-enabled, IndiMesh framework powers every engagement with collective intelligence, proven expertise, and rigorous quality control. Industry leaders like PepsiCo and Bayer trust Indicium to turn complex data challenges into lasting results.

Alana Casacio Balsas is a Content Analyst at Indicium, specialized in copywriting, SEO, and digital marketing content. 

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