Supply Chain Master Data Management Checklist
Unlock data-driven agility! This Supply Chain Master Data Management Checklist ensures accuracy, consistency, and visibility across your entire supply chain, minimizing errors and maximizing efficiency. Get control of your data - download now!
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Data Governance & Ownership
Defines roles, responsibilities, and policies for managing master data.
Data Governance Committee Established?
Data Owner Identified for Key Data Domains?
Data Governance Policy Document Exists?
Summary of Data Governance Roles and Responsibilities
Date of Last Data Governance Policy Review
Data Stewardship Program in Place?
Data Standards & Definitions
Ensures consistency in data formats, units of measure, and naming conventions.
Standard Unit of Measure (e.g., kg, lbs, meters)
Naming Convention for Product Codes
Maximum Length of Product Descriptions
Preferred Currency for Transactions
Standard Abbreviation for Country Codes
Accepted Date Formats
Data Source Identification & Integration
Maps data sources, validates integration points, and addresses data silos.
Primary ERP System
WMS System (if applicable)
Transportation Management System (TMS)
Number of Data Sources
Description of Data Integration Method(s) (e.g., APIs, CSV Uploads, EDI)
Example Data Mapping Document
Data Cleansing & Enrichment
Outlines processes for identifying and correcting data errors and adding missing information.
Description of data cleansing rules applied
Percentage of records with missing values (before cleansing)
Method for handling duplicate records
Fields to be standardized/formatted
Sample file of standardized data
Data Validation & Verification
Defines rules and procedures to ensure data accuracy and completeness.
Unit of Measure Validation
Data Type Conformity Check
Minimum Value Check
Maximum Value Check
Expiration Date Validation
Mandatory Field Presence
Format String Validation (e.g., Zip Code)
Data Security & Access Controls
Establishes security protocols and access restrictions for sensitive master data.
Authentication Method
Data Encryption at Rest
Data Encryption in Transit
Maximum Login Attempts
Role-Based Access Control (RBAC)
Audit Logging Enabled?
Last Password Policy Review Date
Change Management & Data Lineage
Tracks data changes, ensures auditability, and maintains a clear understanding of data origins.
Date of Data Change Request
Description of Data Change Request
Reason for Data Change
Data Volume Impacted (Estimate)
Detailed Explanation of Lineage Trace (Source System -> Affected Data)
Approval Status
Date of Data Change Implementation
System Integration & Data Flows
Validates data exchange between systems and monitors data flow integrity.
Primary Integration System
Data Synchronization Frequency (Hours)
Data Elements Synchronized
Detailed Description of Data Flow
Integration Method
Last Integration Success Date
Performance Monitoring & Reporting
Tracks data quality metrics and provides insights into master data health.
Data Accuracy Rate (%)
Data Completeness Rate (%)
Data Duplication Rate (%)
Time to Resolve Data Quality Issues (Days)
Last Data Quality Report Date
Data Quality Reporting Frequency
Summary of Key Performance Findings
User Training & Documentation
Ensures users are trained on master data management processes and have access to relevant documentation.
Training Program Overview
Training Modules Covered
Last Training Completion Date
Training Materials (e.g., Guides, Videos)
Training Hours Completed
Training Delivery Method (e.g., Online, In-Person)
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