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Roadmap — Core Banking Modernisation, 2026–2029

A four-year technology roadmap for a fictional building society replacing its mainframe core, drawn by half-year: 17 items (5 done, 5 in progress, 7 planned) and 2 milestones across five lanes with a 15 Mar 2027 status date. All 17 dependencies finish before their dependents start; the longest chain, six steps, runs from core vendor selection through the cloud core build and the savings, mortgage and current-account migrations to the mainframe switch-off at the end of 2029. Illustrative roadmap.

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Calderbrook Building Society — core modernisation roadmapCalderbrook Building Society — core modernisation roadmapTarget architecture approved Feb 2026 · products migrate book by book onto a cloud coreDone 5In progress 5Planned 7At risk 02 milestones17 dependenciesStatus date 15 Mar 2027LANES · HALF-YEAR2026202720282029H1H2H1H2H1H2H1H2MILESTONESToday · 15 Mar 2027Core banking5 itemsPayments3 itemsData platform3 itemsDigital channels2 itemsInfrastructure4 itemsCore vendor selection and contract · (H1 2026) · doneCloud core foundation build · (H2 2026) · doneSavings migrated (1.2m accounts) · (H1 2027 .. H2 2027) · in progress · 30%Mortgage book migrated (310k loans) · (H1 2028 .. H2 2028) · plannedCurrent accounts migrated · (H1 2029) · plannedISO 20022 messaging for CHAPS · (H1 2026 .. H2 2026) · doneFaster Payments direct connection · (H1 2027) · in progress · 50%Confirmation of Payee v2 · (H2 2027) · plannedLakehouse data platform · (H2 2026 .. H1 2027) · in progress · 70%Regulatory reporting rebuilt on the lakehouse · (H2 2027 .. H1 2028) · plannedReal-time change data capture from the new core · (H1 2028) · plannedNew mobile app on the open API layer · (H1 2027 .. H2 2027) · in progress · 20%Web banking rebuilt · (H1 2028 .. H2 2028) · plannedCloud landing zone and DR region · (H1 2026) · doneObservability and SRE runbooks · (H2 2026) · doneAnnual DR failover test on the new core · (H1 2027) · in progress · 10%Data-centre exit · (H1 2029 .. H2 2029) · plannedBoard approves target architecture · (2026-02-27) · milestone, achievedMainframe switched off · (2029-12-31) · milestone, plannedCore vendor selection andcontractCloud core foundation buildSavings migrated (1.2m accounts) · 30%Mortgage book migrated (310k loans)Current accounts migratedISO 20022 messaging for CHAPSFaster Payments directconnection · 50%Confirmation of Payee v2Lakehouse data platform · 70%Regulatory reporting rebuilt on the lakehouseReal-time change data capturefrom the new coreNew mobile app on the open API layer · 20%Web banking rebuiltCloud landing zone and DR regionObservability and SRE runbooksAnnual DR failover test on thenew core · 10%Data-centre exitBoard approves target architectureMainframe switched offCHECKS17 items in 5 lanes and 2 milestones: 5 done, 5 in progress, 7 planned — every dependency finishes before its dependent starts.Longest dependency chain: “Core vendor selection and contract” → “Cloud core foundation build” → “Savings migrated (1.2m accounts)” → “Mortgage book migrated (310k loans)” → “Current accounts migrated” → “Mainframe switched off” (6 steps, ending 31 Dec 2029).All 17 dependencies finish before their dependents start.Nothing is past its date and unfinished as of 15 Mar 2027.Illustrative example: Calderbrook Building Society is fictional; account volumes, dates and progress are invented for demonstration.

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title "Calderbrook Building Society — core modernisation roadmap"
subtitle "Target architecture approved Feb 2026 · products migrate book by book onto a cloud core"
note "Illustrative example: Calderbrook Building Society is fictional; account volumes, dates and progress are invented for demonstration."
axis halves H1 2026 .. H2 2029
today 2027-03-15

milestone board "Board approves target architecture" 2026-02-27 done
milestone exit "Mainframe switched off" 2029-12-31 planned after current, dc

lane "Core banking" color: indigo
  item vendor "Core vendor selection and contract" H1 2026 done
  item foundation "Cloud core foundation build" H2 2026 done after vendor
  item savings "Savings migrated (1.2m accounts)" H1 2027 .. H2 2027 in progress 30% after foundation
  item mortgages "Mortgage book migrated (310k loans)" H1 2028 .. H2 2028 planned after savings
  item current "Current accounts migrated" H1 2029 planned after mortgages

lane "Payments" color: teal
  item iso "ISO 20022 messaging for CHAPS" H1 2026 .. H2 2026 done
  item fps "Faster Payments direct connection" H1 2027 in progress 50% after iso
  item cop "Confirmation of Payee v2" H2 2027 planned after fps

lane "Data platform" color: violet
  item lake "Lakehouse data platform" H2 2026 .. H1 2027 in progress 70%
  item regrep "Regulatory reporting rebuilt on the lakehouse" H2 2027 .. H1 2028 planned after lake
  item cdc "Real-time change data capture from the new core" H1 2028 planned after savings, lake

lane "Digital channels" color: blue
  item app "New mobile app on the open API layer" H1 2027 .. H2 2027 in progress 20% after foundation
  item web "Web banking rebuilt" H1 2028 .. H2 2028 planned after app

lane "Infrastructure" color: slate
  item landing "Cloud landing zone and DR region" H1 2026 done
  item observ "Observability and SRE runbooks" H2 2026 done after landing
  item dr "Annual DR failover test on the new core" H1 2027 in progress 10% after foundation, observ
  item dc "Data-centre exit" H1 2029 .. H2 2029 planned after mortgages