Modernising Core Systems for Digital 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

DIGITAL TRANSFORMATION EXCEL DESCRIPTION

Modernising Core Systems for Digital Playbook is an Excel template (XLSX) with a supplemental Zip archive file document available for immediate download upon purchase.

Modernising Core Systems for Digital Transformation in UK General Insurance

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

Core systems modernisation underpins digital transformation, yet is one of the most risk-laden programmes an enterprise can take on. Legacy complexity, integration surface, and organisational change all have to be managed together. A structured playbook converts a daunting programme into a sequence of controlled, value-delivering increments.

WHAT YOU GET: A THREE-PHASE JOURNEY

Phase 1: Diagnose. Seven domain assessments (30 questions each, 210 total) score your maturity across Policy Administration Modernisation, Claims Management Reengineering, Underwriting Workbench 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 deployment, incident response, vendor and third-party handling, and day-to-day operations. 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)
•  Policy Administration Modernisation
•  Claims Management Reengineering
•  Underwriting Workbench Design
•  Data Architecture and Governance
•  Integration and API Strategy
•  Cloud Migration and Infrastructure Modernisation
•  Regulatory Compliance and Operational Resilience

9 OPERATIONAL RUNBOOKS
•  API Integration Lifecycle Checklist
•  Claims STP Operations Checklist
•  Cloud Migration Operations Runbook
•  Data Governance Operations Runbook
•  Digital Onboarding Lifecycle Runbook
•  Incident Response Playbook for Core Systems
•  Regulatory Change Handoff Protocol
•  Underwriting Rules Engine Maintenance Guide
•  Vendor Onboarding and Management Checklist

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: Transformation directors, enterprise architects, programme managers, and platform owners.

Aligned with leading industry standards and PMBOK project management practice.

Instant download. Start your first assessment within the hour.

Source: Best Practices in Digital Transformation Excel: Modernising Core Systems for Digital Playbook Excel (XLSX) Spreadsheet, Gerard Blokdijk