Introduction

In today’s dynamic business environment, accurate and well-managed reference data is the backbone of efficient Enterprise Resource Planning (ERP) systems. Reference Data and Lookups Management in ERP Training Course empowers professionals to master the critical processes of data governance, standardization, and validation, ensuring seamless operations across finance, procurement, HR, and supply chain modules. Participants will gain hands-on expertise in data quality management, master data maintenance, and system-driven lookup optimization, which are essential for driving operational efficiency, reducing errors, and enabling informed decision-making in modern organizations.

Through this course, learners will explore practical strategies, tools, and techniques to manage ERP reference data effectively, including data hierarchy design, lookup table configuration, and real-time data synchronization. Leveraging real-world case studies, the training demonstrates how leading organizations overcome challenges in data redundancy, inconsistency, and compliance. By the end of the program, participants will be able to implement best practices in reference data governance, contribute to ERP system optimization, and enhance overall enterprise data integrity.

Programme Curriculum

Reference Data and Lookups Management in ERP Training Course

Introduction

Course Duration

5 days

Course Objectives

Understand ERP reference data architecture and its business impact.
Implement master data management (MDM) best practices in ERP systems.
Analyze and resolve data redundancy and inconsistency issues.
Configure and maintain lookup tables and code sets efficiently.
Apply data validation and standardization techniques.
Develop strategies for data governance and compliance.
Automate reference data updates using ERP workflows and scripts.
Optimize ERP system performance through clean and accurate data.
Perform data migration and integration with minimal disruption.
Monitor and audit reference data changes for quality assurance.
Leverage real-time analytics and reporting using accurate reference data.
Collaborate across departments to ensure consistent enterprise data standards.
Implement emerging trends in AI-assisted data management in ERP.

Target Audience

ERP Consultants and Functional Analysts
Data Governance Professionals
IT Managers and System Administrators
Finance and Accounting Specialists
Supply Chain and Procurement Professionals
HR Data Analysts
ERP Implementation Teams
Business Intelligence and Reporting Analysts

Course Modules

Module 1: Introduction to ERP Reference Data

Definition and importance of reference data in ERP
Key types of master and transactional data
Data hierarchy and relationships
Impact on operational efficiency and reporting
Case Study: How a manufacturing company streamlined master data for faster procurement

Module 2: Data Governance and Compliance

Principles of data governance in ERP
Policies, standards, and roles for data management
Regulatory compliance
Data stewardship responsibilities
Case Study: Banking industry implementation of data governance

Module 3: Lookup Tables and Code Sets Management

Design and configuration of lookup tables
Mapping codes to business processes
Maintaining consistency across ERP modules
Automating lookup updates
Case Study: Retail company optimizing product category lookups

Module 4: Data Quality and Validation Techniques

Data profiling and cleansing
Validation rules and error handling
Preventing duplication and inconsistency
Data enrichment strategies
Case Study: E-commerce company reducing invoice errors through validation

Module 5: Master Data Lifecycle Management

Creation, maintenance, and archiving
Versioning and history tracking
Role-based access control for updates
Change management processes
Case Study: Pharmaceutical firm managing product master data lifecycle

Module 6: ERP Integration and Data Migration

Data migration best practices
ETL processes and tools
Integration with external systems
Maintaining integrity during migration
Case Study: Global ERP rollout in an automotive supply chain

Module 7: Automation and Workflow Optimization

Automated workflows for reference data approval
Scheduling and triggers for updates
Using scripts and macros for repetitive tasks
Reducing manual errors and improving efficiency
Case Study: Telecom company automating client reference data updates

Module 8: Advanced Analytics and AI in Reference Data

Leveraging AI for anomaly detection in data
Predictive analytics for data maintenance
Reporting dashboards for decision-making
Emerging tools for AI-assisted ERP management
Case Study: Logistics company using AI to predict master data inconsistencies

Training Methodology

This course employs a participatory and hands-on approach to ensure practical learning, including:

Interactive lectures and presentations.
Group discussions and brainstorming sessions.
Hands-on exercises using real-world datasets.
Role-playing and scenario-based simulations.
Analysis of case studies to bridge theory and practice.
Peer-to-peer learning and networking.
Expert-led Q&A sessions.
Continuous feedback and personalized guidance.

Register as a group from 3 participants for a Discount

Send us an email: info@fineskilltrainingcenter.org or call +254769199797

Certification

Upon successful completion of this training, participants will be issued with a globally- recognized certificate.

Tailor-Made Course

We also offer tailor-made courses based on your needs.

Key Notes

a. The participant must be conversant with English.

b. Upon completion of training the participant will be issued with an Authorized Training Certificate

c. Course duration is flexible and the contents can be modified to fit any number of days.

d. The course fee includes facilitation training materials, 2 coffee breaks, buffet lunch and A Certificate upon successful completion of Training.

e. One-year post-training support Consultation and Coaching provided after the course.

f. Payment should be done at least a week before commence of the training, to Fineskill Training Center account, as indicated in the invoice so as to enable us prepare better for you.

Programme Fee

Duration: 5 Days

Method: Online or Physical

Online Price: $1,000

Physical Price: $1,500

Certification: Accredited Certificate

View Available Dates 📄 Download Course Outline (PDF)

Available Sessions

Location

Month

Year

Oct 19 2026

19 Oct — 23 Oct 2026

💻 Online / Virtual session

Online $1,000