Plan the migration path for customer master data management without an extended outage or a parallel-running trap.
Customer Master Data Management and Information Source Unification
Build a working method for customer master data management that stands up to scrutiny and survives daily pressure.
📍 Tripoli🗓️ 5 training days📚 4 modules🎓 Accredited certificate
5intensive training days
4scientific modules
8training sessions
32detailed points
Course Overview
The constraint on customer master data management is rarely the model or the platform — it is the data and the operating discipline behind it. Boards are asking for measurable returns from data management, not demonstrations. A common pattern is strong design of the practice within digital and data-driven work paired with weak follow-through. It is written for people who have to make customer master data management work with the resources they already have. Participants leave with a method for this area of digital and data-driven work, not a set of opinions about it. Comparative studies of data management across sectors find the same handful of failure points recurring. Discussion is anchored to worked examples of customer master data management rather than to abstract argument. The programme builds the judgement to know which parts of data management to standardise and which to leave flexible. The closing exercise tests whether the participant's plan for the wider digital and data-driven work agenda survives a hostile question.
Expected Learning Outcomes
Assess the current state of data management against a structured set of criteria rather than impressions.
Structure records of customer master data management so that they answer the questions an auditor will actually ask.
Build a security and access model for data management appropriate to the sensitivity of the data involved.
Diagnose whether a problem in customer master data management is one of design, resourcing or discipline.
Establish version control and rollback for every component of data management that reaches production.
Assess whether customer master data management should be built in-house, bought, or delivered through a partner.
Who Should Attend
Solution architects designing how customer master data management fits the existing estate.
Newly appointed managers taking on data management for the first time.
Public sector digital leads applying customer master data management under procurement and privacy rules.
Staff seconded into improvement work on data management.
Vendor and contract managers overseeing suppliers involved in customer master data management.
Business analysts translating requirements for data management.
Course Modules
Customer master data management: people, skills and the change that follows
2 sessions · 8 pointsSession 1Making customer master data management work when resources are constrained
- Record the reasoning behind each architectural choice in customer master data management.
- Write down the assumptions underpinning the approach to data management.
- Define the trigger that would require customer master data management to be redesigned.
- Agree who is on call for data management outside working hours.
Session 2What has to be agreed before work on data management starts
- Test the procedure for customer master data management against a realistic scenario.
- Classify the data in data management and apply access controls that match the classification.
- Define the exit route from the supplier supporting customer master data management.
- Estimate the resource data management requires to run as designed.
Data management: governance, ethics and explainability
2 sessions · 8 pointsSession 1Choosing a supplier for data management without being captured
- Remove steps in customer master data management that add effort without adding assurance.
- Measure the current quality of the data feeding data management before assuming it is usable.
- Assess the regulatory obligations customer master data management triggers in each jurisdiction.
- Set the metrics that will show whether data management is drifting from its intended behaviour.
Session 2The cost of data management and how to present it
- Define acceptance criteria for customer master data management in advance.
- Collect evidence on the present handling of data management before proposing changes.
- Test customer master data management against edge cases drawn from real historical records.
- Reduce the variation in how data management is carried out between teams.
Data management: measuring benefit and retiring what it replaces
2 sessions · 8 pointsSession 1Sizing data management honestly before committing budget
- Identify the skills the team lacks to operate customer master data management independently.
- Define the service level data management must meet and what happens when it is missed.
- Check that customer master data management still works when volumes rise unexpectedly.
- Set the review interval for data management and who attends.
Session 2Making customer master data management secure without making it unusable
- Verify six months later that changes to customer master data management have held.
- Verify that data management still performs when input volume doubles unexpectedly.
- Distinguish symptoms from causes when customer master data management underperforms.
- Design the pilot for data management so that a negative result is still useful.
Data management: vendor selection and avoiding lock-in
2 sessions · 8 pointsSession 1Who owns data management once the project team disbands
- Identify the data already collected that bears on customer master data management.
- Identify every system data management must read from or write to.
- Confirm the retention and deletion rules applied to data inside customer master data management.
- Rank the weaknesses in data management by consequence rather than by ease of fixing.
Session 2Reading the true cost of running data management
- Establish what evidence demonstrates customer master data management is under control.
- Confirm that contractual obligations around data management are understood.
- Estimate compute and licensing cost for customer master data management at expected and at peak load.
- Decide which legacy process data management retires, and set the date.
Choose the package that suits you
Silver Package
At least 3 people
USD1,250
- Workshop or Program Participation
- Airport Transfers
- Customized Badge
- Expert Mentorship (Private Sessions)
- Supervision & Secretarial Services
- Accredited Certificate of Participation
- Complete Training Kit
- Coffee Break
- Closing Ceremony
Gold Package
At least 3 people
USD1,850
- 5-night stay in a 5-star hotel
- Workshop or Program Participation
- Airport Transfers
- Customized Badge
- Expert Mentorship (Private Sessions)
- Supervision & Secretarial Services
- Accredited Certificate of Participation
- Complete Training Kit
- Coffee Break
- Closing Ceremony
Complete your registration
We will contact you within one business day to confirm.