Avaloq and Customization for Global Private Banks Playbook – Excel XLSX

BENEFITS OF THIS DOWNLOADABLE EXCEL DOCUMENT

1. 64 professional files with 349+ spreadsheet tabs and 2,730+ data rows
2. 210 scored assessment questions across 7 domain areas
3. 9 operational runbooks and checklists ready for immediate use

BANKING EXCEL DESCRIPTION

Avaloq and Customization for Global Private Banks Playbook is an Excel template (XLSX) with a supplemental Zip archive file document available for immediate download upon purchase.

Avaloq Implementation and Customization Playbook for Global Private Banks

64 professional files (6 PDFs + 58 Excel workbooks) | 349+ spreadsheet tabs | 2,730+ rows of structured content | 11 organised folders

Enterprise platform implementations succeed when business outcomes, data, processes, and change management all move in sync with the technology. Too many programmes underestimate the configuration, integration, and adoption work. This playbook provides the structured artefacts to run a disciplined programme from diagnostic to go-live and beyond.

WHAT YOU GET: A THREE-PHASE JOURNEY

Phase 1: Diagnose. Seven domain assessments (30 questions each, 210 total) score your maturity across Architecture and Deployment, Data Model and Master Data, ASL Scripting and Customization, and related areas. You can complete the Quick Scan diagnostic in under an hour and know exactly where the biggest gaps and opportunities sit.

Phase 2: Set Goals. Five PM template workbooks with roadmaps, RACI matrices, milestone trackers, risk registers, and stakeholder communication plans. These lock in scope, timeline, and accountability before a single line of implementation work starts, which is consistently where programmes succeed or stall.

Phase 3: Implement. Nine operational runbooks and checklists covering deployment, incident response, and handover and integration. Every runbook is built to be followed by a working team, not read and filed. Pro tips, example rows, and common-mistake callouts give you the benefit of hard-won practitioner experience from the first day.

7 DOMAIN ASSESSMENTS (210 QUESTIONS)
•  Architecture and Deployment
•  Data Model and Master Data
•  ASL Scripting and Customization
•  Business Object Modeling
•  Product Configuration Lifecycle
•  Workflow and Automation
•  Integration and Reporting

9 OPERATIONAL RUNBOOKS
•  ASL Code Development Checklist
•  Avaloq Client Onboarding Runbook
•  Avaloq Incident Response and Post Mortem Runbook
•  Avaloq Security Domain Integration Checklist
•  Business Object Creation Lifecycle Checklist
•  Integration Interface Handoff Protocol
•  Monthly Release Cycle Checklist
•  Product Configuration and Rollout Checklist
•  Role Based Task Guide Avaloq Configurator

The full kit also includes a practitioner-grade library of PM forms spanning all five PMBOK process groups, KPI dashboards, risk and compliance registers, and reference cards. Every template comes pre-populated with domain-specific example data so your team can start editing, not staring at blank rows. You get a consistent operating system across diagnostic, planning, delivery, and sustainment, which is how mature programmes compound improvement year over year.

WHO THIS IS FOR: Programme directors, platform owners, functional leads, and transformation consultants.

Aligned with leading industry standards and PMBOK project management practice.

Instant download. Start your first assessment within the hour.

Source: Best Practices in Banking Excel: Avaloq and Customization for Global Private Banks Playbook Excel (XLSX) Spreadsheet, Gerard Blokdijk