Enterprise Data Platform Modernization Playbook for Healthcare and Life Sciences
64 professional files (6 PDFs + 58 Excel workbooks) | 349+ spreadsheet tabs | 2,730+ rows of structured content | 11 organised folders
ERP transformation is one of the highest-risk, highest-value programmes an enterprise will run. Budget overruns, scope creep, and painful go-lives are common when the programme lacks structure. A disciplined playbook, covering readiness, design, delivery, and sustainment, significantly improves the odds of a successful outcome.
WHAT YOU GET: A THREE-PHASE JOURNEY
Phase 1: Diagnose. Seven domain assessments (30 questions each, 210 total) score your maturity across Data Governance Strategy, Interoperability Standards, Data Architecture Design, 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 day-to-day operations, 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)
• Data Governance Strategy
• Interoperability Standards
• Data Architecture Design
• Cloud Migration Readiness
• Data Integration Pipeline
• Data Quality and MDM
• Analytics AI and ML Applications
9 OPERATIONAL RUNBOOKS
• Clinical Data Analyst Daily Task Guide
• Data Security and Privacy Integration Checklist
• Data Stewardship Council Meeting Agenda Template
• EHR to Data Lake Handoff Protocol
• FHIR API Implementation Runbook
• Genomic Data Processing Lifecycle Checklist
• Patient Data Integration Checklist
• Real Time Data Pipeline Operations Runbook
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.
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Source: Best Practices in Data Management Excel: Enterprise Data Platform Modernization for Healthcare Playbook Excel (XLSX) Spreadsheet, Gerard Blokdijk
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