Claude Design - Discovery questionnaire | SimCorp

The more we know about how SimCorp produces brand assets today and where control is being lost, the faster we can build a governed design system in Claude Design that the wider organisation can use without brand losing control.

Tick the options that fit, and use the box under each to add anything we should know. There are no wrong answers.

This runs in two phases. Phase 1, scoped and priced now, covers the parent-brand design system, first-level governance and a starter set of templates. A few questions are marked Phase 2 - captured now to shape the next round, not to widen Phase 1.

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1 · The control challenge

1.1Which teams outside brand and design are creating their own assets today?

Select all that apply.

Marketing Product marketing Sales Regional / country teams Product / PD team Internal comms HR / People Events

What are they making?

1.2How visible is that to the brand team - do you know what is produced, by whom, and whether it is on-brand?

Choose one.

Fully visible Partially visible Little visibility No visibility

Add detail (optional)

1.3Where is this causing the most off-brand, duplicated or risky output?

Select all that apply.

Off-brand visuals Duplicated effort Out-of-date assets Inconsistent messaging Compliance / regulatory risk Wasted time / cost

Add detail (optional)

1.4What stops the brand team from setting a standard the organisation actually follows?

Select all that apply.

No central system No way to enforce it Too many tools Teams unaware of guidelines Speed pressure Not enough brand resource

Add detail (optional)

2 · Your team and who is involved

2.1Who is the Phase 1 core team taking part in the sessions?

Names and roles.

2.2We have Melissa on AI governance, Lauren on brand and Julie on design - is that the right split for final sign-off?

Choose one.

Yes, that's right Mostly, with changes No, different split

Any changes?

2.3Which broader teams come into Phase 2?

Select all that apply.

Marketing Product marketing Employer branding Brand communications Social media Regional / country teams Internal comms Events

Add detail (optional) - if regional or country teams, tell us which.

2.4How confident is the Phase 1 group with Claude today?

Choose one.

Very confident Some experience Mostly new to Claude Mixed across the group

Who should be pre-selected for the sessions?

2.5Who should be in the room? List the people involved in this programme so we can recommend who goes in which session.

Name, email, team and what they do, and whether they are Phase 1 or Phase 2. Add as many as apply - leave the rest blank.

Name

Team / what they do

Phase

Anyone else, or notes on who should attend which session?

2.6Looking ahead to Phase 2, how many team cohorts do you anticipate putting through the programme?

Choose one.

1 2 3 More than 3 Not sure yet

Which teams, and roughly when?

3 · Brands and the design system

3.1We understand the parent brand is the Phase 1 focus, with one design system covering it - can you confirm?

Choose one.

Confirmed Needs discussion

Add detail (optional)

3.2How settled are your brand guidelines (fonts, colours, spacing, logos, wordmarks, lockups, illustration)?

Choose one.

Fully settled and documented Mostly settled Mid-refresh Fragmented

Add detail (optional)

3.3Which asset types matter most first? We have PowerPoint as the first priority, then Word and web.

Tick all that matter; note the right order in the box.

PowerPoint Word Web PDF Social Email Video

Is that the right priority order?

3.4You have PowerPoint and Word templates today, with Word not yet in Claude - how well are they used?

Choose one.

Well used Used inconsistently Rarely used No real library

Add detail (optional)

3.5Which brand assets do you already hold, and which need building? This tells us how quickly we can build the design system.

For each, mark whether you have it ready to share, it needs building, or you are not sure.

Logos (SVG / vector)