ERP MASTER DATA GOVERNANCE CHECKLIST

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--- DATA OWNERSHIP & STEWARDSHIP ---
[ ] Data Owner(s) for Customer Data (Marketing Department, Sales Department, Customer Service, Finance Department)
[ ] Data Steward(s) for Product Data (Procurement, Engineering, Manufacturing)
[ ] 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 (CIO, CFO, Head of Operations)

--- DATA STANDARDS & DEFINITIONS ---
[ ] Standard Item Code Format
[ ] Maximum Length for Item Code
[ ] Standard Unit of Measure Abbreviation
[ ] Allowed Currencies (USD, EUR, GBP, JPY)
[ ] Standard Address Format
[ ] Default Time Zone (UTC, America/New_York, Europe/London)

--- DATA CREATION & MODIFICATION RULES ---
[ ] Maximum Length for Material Description
[ ] Minimum Quantity Allowed for Inventory
[ ] Mandatory Fields for Customer Creation (Company Name, Contact Person, Address, Phone Number, Email Address)
[ ] Allowed Character Sets for Product Codes (Alphanumeric, Numeric, Special Characters)
[ ] Effective Date for Price Changes
[ ] Detailed Description of Validation Logic

--- DATA CLEANSING & DEDUPLICATION ---
[ ] Describe current data cleansing processes in place.
[ ] Estimated number of records to be cleansed.
[ ] Primary method for identifying duplicate records? (Exact match on key fields, Fuzzy matching algorithms, Manual review, Combination of methods)
[ ] Sample data file for duplicate review (optional)
[ ] Acceptable level of matching threshold for fuzzy matching (0-100)
[ ] Which fields are used for identifying duplicates? (Customer Name, Customer Address, Customer Email, Product SKU, Supplier ID)

--- DATA SECURITY & ACCESS CONTROL ---
[ ] Role-Based Access Controls Implemented? (Yes, No, In Progress)
[ ] Data Segregation Applied to Which Areas? (Financials, Inventory, Customer Data, Production, HR Data)
[ ] Multi-Factor Authentication Enabled? (Yes, No, Planned)
[ ] Number of Users with Admin Privileges
[ ] Last Security Audit Performed
[ ] Description of Data Encryption Methods Used

--- DATA INTEGRATION & SYNCHRONIZATION ---
[ ] Integration Method (API, Batch File Transfer, Real-time, Scheduled Synchronization)
[ ] Synchronization Frequency (Hours)
[ ] Last Synchronization Date
[ ] Systems Integrated With ERP (CRM, eCommerce, Legacy Systems, Warehouse Management System)
[ ] Integration Error Logs Review Notes

--- DATA CHANGE MANAGEMENT ---
[ ] Change Request Description
[ ] Data Domain Affected (Customer, Vendor, Product, Material, Employee)
[ ] Proposed Implementation Date
[ ] Impacted Record Count (Estimated)
[ ] Change Type (Correction, Enhancement, Deletion, New Creation)
[ ] Requestor Signature
[ ] Date of Request

--- DATA AUDIT & MONITORING ---
[ ] Last Audit Date
[ ] Number of Records Audited
[ ] Number of Errors/Discrepancies Found
[ ] Summary of Audit Findings
[ ] Data Quality Issues Identified (Select All) (Inaccurate Data, Missing Data, Duplicate Records, Inconsistent Data, Data Format Errors)
[ ] Supporting Audit Documentation
[ ] Next Scheduled Audit Date

--- TRAINING AND DOCUMENTATION ---
[ ] Training Program Overview Description
[ ] Training Modules Covered (Data Ownership & Stewardship, Data Standards & Definitions, Data Cleansing, System Navigation, Security Procedures)
[ ] Last Training Date
[ ] Number of Users Trained
[ ] Training Materials (e.g., manuals, presentations)
[ ] Document Version Control

--- EXCEPTION HANDLING & RESOLUTION ---
[ ] Detailed Description of the Exception
[ ] Exception Category (Data Quality, System Error, Business Rule Violation, User Error)
[ ] Number of Affected Records
[ ] Date of Exception Discovery
[ ] Time of Exception Discovery
[ ] Severity Level (Critical, High, Medium, Low)
[ ] Proposed Resolution Steps
[ ] Resolution Status (Open, In Progress, Resolved, Deferred)

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