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ERP Management Principles in Application Management

ERP Management Principles in Application Management

$251.00
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Self-paced • Lifetime updates
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Includes a practical, ready-to-use toolkit containing implementation templates, worksheets, checklists, and decision-support materials used to accelerate real-world application and reduce setup time.
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What does the ERP Management Principles in Application Management course cover?

ERP Management Principles in Application Management is covered here in 8 modules: ERP System Selection and Vendor Evaluation, ERP Architecture and Integration Strategy, Data Governance and Master Data Management and 5 more. The outline lists 48 specific topics, opening with conducting a fit-gap analysis to assess alignment between core business processes and ERP vendor functionality, including decisions on process adaptation versus system.

How do you approach ERP Management Principles in Application Management step by step?

The work is sequenced in 8 stages. It starts with ERP System Selection and Vendor Evaluation, moves through ERP Architecture and Integration Strategy and Data Governance and Master Data Management, and ends at ERP Lifecycle Management and Upgrade Planning. Each stage carries its own topic list, so the sequence is followed rather than summarised.

What is in Module 1 of the ERP Management Principles in Application Management course?

Module 1 is ERP System Selection and Vendor Evaluation. It works through conducting a fit-gap analysis to assess alignment between core business processes and ERP vendor functionality, including decisions on process adaptation versus system customization., negotiating SLAs with ERP vendors that define uptime, support response times, and escalation paths for critical production issues., evaluating total cost of ownership (TCO) beyond licensing, including.

How is the ERP Management Principles in Application Management course delivered?

The ERP Management Principles in Application Management course is fully self-paced with immediate online access after enrolment. Access does not expire and future updates are included at no cost. It can be taken on any device, and a certificate of completion is issued by The Art of Service when you finish.

How much does the ERP Management Principles in Application Management course cost?

The ERP Management Principles in Application Management course is $249 as a one time payment. There is no subscription, no per seat licence and no hidden fee. Enrolment carries a 30 day satisfied or refunded guarantee, so it can be assessed in full before you commit.

Closely related courses: ERP Application Toolkit, Fundamental Principles in Application Development, ERP System Management and Application Portfolio, Agile Construction PMP Principles Application Guide.

More answers: what you get with every course, refund policy, all help answers.

This curriculum spans the breadth of ERP management work typically addressed in multi-workshop advisory engagements, covering system selection, integration design, data governance, customization control, organizational change, security, performance tuning, and lifecycle planning as performed in large-scale, cross-functional enterprise implementations.

Module 1: ERP System Selection and Vendor Evaluation

  • Conducting a fit-gap analysis to assess alignment between core business processes and ERP vendor functionality, including decisions on process adaptation versus system customization.
  • Negotiating SLAs with ERP vendors that define uptime, support response times, and escalation paths for critical production issues.
  • Evaluating total cost of ownership (TCO) beyond licensing, including infrastructure, integration, upgrade cycles, and internal resource allocation over a 5-year horizon.
  • Assessing vendor roadmap viability, particularly around cloud migration, end-of-support timelines, and compatibility with existing IT standards.
  • Validating data ownership and portability clauses in vendor contracts to ensure exit flexibility without operational disruption.
  • Establishing a cross-functional evaluation team with representation from finance, IT, operations, and compliance to avoid siloed decision-making.

Module 2: ERP Architecture and Integration Strategy

  • Designing integration patterns (APIs, middleware, ETL) between ERP and non-ERP systems such as CRM, HRIS, and supply chain platforms.
  • Selecting between point-to-point and enterprise service bus (ESB) architectures based on system count, data volume, and long-term scalability requirements.
  • Implementing data synchronization strategies for master data (e.g., customers, vendors, GL accounts) across distributed systems with conflict resolution protocols.
  • Defining message payload standards and error handling routines for asynchronous integrations to ensure data consistency during network outages.
  • Architecting real-time versus batch integration based on business criticality, system performance constraints, and audit requirements.
  • Enforcing encryption and authentication standards for all integration endpoints to meet data residency and compliance obligations.

Module 3: Data Governance and Master Data Management

  • Establishing stewardship roles and approval workflows for creation and modification of core master data entities such as chart of accounts and cost centers.
  • Implementing data validation rules at entry points to prevent duplication and enforce naming conventions across global business units.
  • Designing a golden record strategy for customer and vendor data that reconciles conflicting sources using defined matching algorithms.
  • Creating audit trails and change logs for sensitive master data to support SOX and internal audit requirements.
  • Developing a data retention and archival policy for inactive master records that balances compliance with system performance.
  • Coordinating data governance council meetings to resolve cross-functional disputes over data ownership and classification standards.

Module 4: ERP Customization and Configuration Control

  • Enforcing a change control board (CCB) process for approving custom code, workflows, and screen modifications in production environments.
  • Documenting configuration decisions in a centralized repository to support knowledge transfer and audit readiness.
  • Assessing the impact of custom enhancements on future upgrade paths and vendor patch compatibility.
  • Implementing version control and automated deployment pipelines for configuration transport between development, test, and production systems.
  • Defining thresholds for acceptable performance degradation due to custom logic and monitoring against baseline metrics.
  • Requiring peer review and unit testing for all custom development, with traceability to business requirements and test cases.

Module 5: Change Management and Organizational Adoption

  • Mapping ERP process changes to specific job roles and identifying required retraining or role adjustments across business units.
  • Developing role-based training materials that reflect actual transaction paths and common error scenarios encountered in daily use.
  • Establishing super-user networks in each department to provide frontline support and feedback collection post-go-live.
  • Tracking user adoption metrics such as login frequency, transaction completion rates, and helpdesk ticket volume by module.
  • Designing communication plans for major system changes that include timing, impact summaries, and escalation contacts.
  • Conducting post-implementation reviews to identify process bottlenecks and usability issues affecting user compliance.

Module 6: ERP Security and Access Control

  • Implementing role-based access control (RBAC) models that enforce segregation of duties (SoD) for critical financial transactions.
  • Conducting periodic access reviews to deactivate user accounts for terminated employees and contractors.
  • Configuring emergency access (firecall) procedures with time-limited privileges and mandatory post-use justification.
  • Monitoring privileged user activity through audit logs and alerting on anomalous behavior such as off-hours mass data exports.
  • Aligning ERP security policies with corporate IAM standards, including single sign-on (SSO) and multi-factor authentication (MFA).
  • Responding to SoD conflicts identified during audits by reengineering roles or implementing compensating controls.

Module 7: ERP Performance Monitoring and System Optimization

  • Establishing baseline performance metrics for key transactions (e.g., month-end close, PO processing) under normal and peak loads.
  • Configuring proactive alerting for system bottlenecks such as database lock contention, long-running jobs, and memory exhaustion.
  • Scheduling background job windows to avoid interference with business-critical online operations.
  • Optimizing database indexing and table partitioning strategies based on query patterns in financial and logistics modules.
  • Conducting capacity planning exercises to project infrastructure needs for user growth, data volume expansion, and new module rollouts.
  • Coordinating with infrastructure teams to align ERP patching schedules with backup and disaster recovery testing cycles.

Module 8: ERP Lifecycle Management and Upgrade Planning

  • Developing a multi-year ERP roadmap that aligns system upgrades with business transformation initiatives and technology refresh cycles.
  • Assessing the feasibility of moving from on-premise to cloud-hosted ERP based on data sovereignty, integration dependencies, and cost models.
  • Executing parallel run testing during upgrades to validate data integrity and process continuity between legacy and target systems.
  • Managing technical debt by scheduling incremental refactoring of outdated customizations ahead of major version upgrades.
  • Coordinating vendor support timelines with internal resource availability to minimize downtime during migration windows.
  • Documenting rollback procedures and data recovery points for each phase of the upgrade to mitigate implementation risk.
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