ERP Master Data Governance Checklist
Ensure data integrity & unlock the full potential of your ERP system. This checklist guides you through critical steps for establishing and maintaining robust master data governance, minimizing errors, maximizing efficiency, and driving better business decisions. Download now!
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Data Ownership & Stewardship
Defines roles and responsibilities for data creation, maintenance, and quality.
Data Owner(s) for Customer Data
Data Steward(s) for Product Data
Description of Data Owner Responsibilities
Description of Data Steward Responsibilities
Date of Data Ownership Assignment
Contact Information for Primary Data Owner
Approval Authority for Data Ownership Changes
Data Standards & Definitions
Ensures consistent data formats, naming conventions, and definitions across the ERP system.
Standard Item Code Format
Maximum Length for Item Code
Standard Unit of Measure Abbreviation
Allowed Currencies
Standard Address Format
Default Time Zone
Data Creation & Modification Rules
Establishes rules and validation checks for adding and updating master data records.
Maximum Length for Material Description
Minimum Quantity Allowed for Inventory
Mandatory Fields for Customer Creation
Allowed Character Sets for Product Codes
Effective Date for Price Changes
Detailed Description of Validation Logic
Data Cleansing & Deduplication
Outlines processes for identifying and correcting inaccurate, incomplete, or duplicate data.
Describe current data cleansing processes in place.
Estimated number of records to be cleansed.
Primary method for identifying duplicate records?
Sample data file for duplicate review (optional)
Acceptable level of matching threshold for fuzzy matching (0-100)
Which fields are used for identifying duplicates?
Data Security & Access Control
Specifies permissions and safeguards to protect sensitive master data from unauthorized access or modification.
Role-Based Access Controls Implemented?
Data Segregation Applied to Which Areas?
Multi-Factor Authentication Enabled?
Number of Users with Admin Privileges
Last Security Audit Performed
Description of Data Encryption Methods Used
Data Integration & Synchronization
Addresses how master data is synchronized with other systems and data sources.
Integration Method
Synchronization Frequency (Hours)
Last Synchronization Date
Systems Integrated With ERP
Integration Error Logs Review Notes
Data Change Management
Details the process for requesting, approving, and implementing changes to master data.
Change Request Description
Data Domain Affected
Proposed Implementation Date
Impacted Record Count (Estimated)
Change Type
Requestor Signature
Date of Request
Data Audit & Monitoring
Describes procedures for regularly auditing and monitoring master data quality and adherence to governance policies.
Last Audit Date
Number of Records Audited
Number of Errors/Discrepancies Found
Summary of Audit Findings
Data Quality Issues Identified (Select All)
Supporting Audit Documentation
Next Scheduled Audit Date
Training and Documentation
Ensures users are adequately trained on master data governance policies and procedures, with clear documentation available.
Training Program Overview Description
Training Modules Covered
Last Training Date
Number of Users Trained
Training Materials (e.g., manuals, presentations)
Document Version Control
Exception Handling & Resolution
Defines how to manage and resolve data quality issues and deviations from established policies.
Detailed Description of the Exception
Exception Category
Number of Affected Records
Date of Exception Discovery
Time of Exception Discovery
Severity Level
Proposed Resolution Steps
Resolution Status
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