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Off-brand visuals Duplicated effort Out-of-date assets Inconsistent messaging Compliance / regulatory risk Wasted time / cost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 Regional / country teams Sales Internal comms Events

Add detail (optional)

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?

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)

4 · Your tool stack

4.1Beyond writing and thought leadership, where else is Claude being used across the team today?

Select all that apply.

Writing / copy Thought leadership Research Presentations Data analysis Design / visual assets Customer-facing content

Add detail (optional)

4.2Assets are being made in both Copilot and Claude. What is the appetite to treat Claude Design as the source, with approved samples in a shared OneDrive folder?

Choose one.

Strong appetite Some appetite Likely resistance Unsure

How would you steer the organisation?

4.3Of your design and media tools, which are core and essential?

Tick the core ones; note which could fall away in the box.

Claude Copilot Codemate Descript Runway Templify Figma Adobe Monday.com

Which could fall away (for example, is Templify still needed)?

4.4Where are two tools doing the same job, or a gap filled manually?

Tell us where you see overlap or a manual workaround.

5 · Governance, control and visibility

5.1Who owns AI governance for brand and marketing, and how formal is it today?

Choose one.

Formal owner and policy Informal owner No clear owner

Who owns it?

5.2Can the design team assert control today? What happens when a team creates its own design system or asset outside brand?

Choose one.

Full control Partial control No control

What happens today?

5.3Is there one place that lists every Claude project, skill and approved asset in use, with an owner against each?

Choose one.

Yes, one place Partly, spread out No single place

Add detail (optional)

5.4When someone needs an asset or project that already exists, how do they find it?

Choose one.

Easy to find Sometimes findable Usually rebuild from scratch

Add detail (optional)

5.5Can you see who is using which Claude projects or assets, and how often?

Choose one.

Full visibility Some visibility No visibility

Add detail (optional)

5.6How do you know which AI tools, projects or assets are delivering value?

Choose one.

We measure it Anecdotal only We don't know

Add detail (optional)

5.7Who should be allowed to create or change a design system, versus only request or use one?

Select all that apply.

Brand only Design team Any team Anyone with Claude Unsure

Add detail (optional)

5.8Roughly how many design systems have people built that would need removing?

Choose one.

None known A handful (1-5) Many (6+) Unknown

Who can authorise centralising that access?

5.9What would make the organisation follow a governance system rather than route around it?

Select all that apply.

Ease of use Leadership mandate Faster than going rogue Access controls Training Clear ownership

Add detail (optional)

5.10You are regulated under GDPR and FINPROM with a public parent - what must be evidenced before an asset goes out?

Select all that apply.

Approval sign-off Version history Audit trail Data-handling record Compliance / disclaimer check Not sure

Any GDPR / FINPROM specifics we should know?

6 · Request and production workflowPhase 2

Phase 2 - direction of travel. These shape the next round on volume production and the request workflow. They are not part of Phase 1 scope.

6.1How does a typical asset request reach the design team today?

Select all that apply.

Email Slack / Teams Monday.com Verbal / ad hoc Form or ticket

From first ask to delivery, how does it flow?

6.2Roughly how many requests a week, and what is the usual turnaround?

Requests a week

Under 5 5-15 15-30 30+

Usual turnaround

Same day 1-2 days 3-5 days A week or more

Add detail (optional)

6.3Where does the most time go on low-value, repetitive work?

Select all that apply.

Resizing / reformatting Populating templates Minor edits / versions Localisation / translation Format conversion Sourcing assets

Add detail (optional)

6.4Where could a requester self-produce to around 80% before design polish, and what must always stay with design?

Tell us where self-service works, and where it must not.

6.5How do feedback, mark-up and version history work now?

Choose one.

Works well Patchy Painful

What would good look like?

7 · Outcomes and priorities

7.1If Phase 1 works, what is different in ninety days?

Paint the picture.

7.2What is the single biggest pain to solve first?

Choose one.

Loss of brand control Slow turnaround Duplicated work Off-brand output No visibility or governance Compliance risk

Add detail (optional)

7.3Any deadlines, launches or events to design the timeline around?

Add detail (optional)

7.4Anything else we should know before session one?

Add detail (optional)

Your answers go straight to the CogniScale team.