Playbook
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Step 01 of 8 6-10 weeks· advanced

Step 1: Pipeline Inventory and Audit

Inventory every legacy mapping / workflow / package — active vs dead, who consumes it, complexity, criticality, owner. Pipeline counts always come in higher than expected.

What you're doing in this step

Document every pipeline in the legacy tool: active or dead, source / target tables, transformation complexity, schedule and dependencies, SLA, owner. Capture tool-specific artifacts (Informatica mapplets / parameter files, SSIS .dtsx + script tasks, DataStage routines / sequences). Expect 20-40% of pipelines to be dead — those don't get migrated; they get retired.

Recommended prompts

Use one of these to do the work in your IDE

Open the template to read it in full. Click Copy prompt to grab it (with your stack values pre-filled where they apply) — then paste into Claude Code, Cursor, or wherever you build.

Primary recommendation 1-2 weeks per major source system

Data Source Inventory & Profiling

Discovery template for ETL projects: inventory all data sources, profile their structure and quality, and document downstream dependencies.

azureadffabricpyspark
View template
Template· Template 2-4 hours

Legacy System Audit

Reverse-engineer an existing application: structure, dependencies, integrations, business logic, hidden risks. The starting point for any migration.

Use this when: You want a more general audit framework alongside the pipeline-specific profiling

View template
Recommended skills

Drop these into Claude Code for this phase

Skills auto-trigger on the right kind of request. Install once; they apply to every prompt that fits.

Skill· Skill 5 min setup

Migration Planner Skill

Flagship migration skill that walks Claude Code through audit → strategy → slicing → cutover for any legacy system migration.

claude-code
Skill· Skill 5 min setup

Legacy Code Analyzer Skill

Claude Code skill that reads legacy .NET code (WebForms, VB.NET, classic ASP) and explains what it does — the foundation for any migration.

claude-codedotnet
Recommended MCP configs

Wire these tools into Claude Code first

MCP servers give Claude Code direct access to external systems (Jira, browsers, databases). Configure once.

MCP config· MCP config 5 min setup

Filesystem MCP for Evoke

Pre-configured filesystem MCP server for Claude Code — safe, scoped read/write access to project files.

claude-codemcp
MCP config· MCP config 10 min setup

Postgres MCP for Evoke

Pre-configured Postgres MCP server for Claude Code — schema inspection and read-only queries to make database work safer and faster.

claude-codemcppostgres
MCP config· MCP config 10 min setup

Confluence MCP for Evoke

Pre-configured Atlassian Confluence MCP server for Claude Code — search, read, and write internal documentation pages from chat.

claude-codemcp
When you're done

Verify these in your own work before moving on

This is a checklist for you to mentally tick off in your repo and IDE — the site doesn't track it, you do.

  • Complete pipeline inventory (all mappings, workflows, schedules)
  • Active vs dead classification (with explicit criteria)
  • Consumer mapping for each output (who uses what)
  • Complexity score per pipeline (Simple / Medium / Complex / Hairy)
  • Critical path identified (jobs that block business operations)
  • Dead-pipeline retirement list (don't migrate; just delete)
  • SME assignments for migration validation
  • Risk register
Common pitfalls

What goes wrong at this step

  • Trusting the inventory provided — run actual job-log queries; trust data over documentation
  • Missing scheduler dependencies — external schedulers (Tidal, Control-M) often have more coordination than the ETL tool itself
  • Ignoring custom code — SSIS Script Tasks, Informatica Java/Python transformations, DataStage routines all hold logic
  • Auditing only production — dev / QA may have pipelines running that nobody knows about
  • Underestimating dead pipelines — often 20-40% of inventory is dead; retirement is high-leverage work
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