Free resource

Master Data Ownership Matrix

Use this matrix when nobody is quite sure who owns customer, supplier, item, stock, pricing, finance or reporting data. It is designed to make ownership visible before migration and reporting work gets expensive.

Get the working copy

Enter your details to unlock the editable ownership matrix. I will get the request notification so I can follow up with suggested owner roles. After submit, the CSV working copy will download or open immediately.

No newsletter spam. The form sends me your name, email and the exact resource requested so I can follow up properly.

Quick answer

The Master Data Ownership Matrix helps SMEs assign business owners, technical owners, approvers and sign-off evidence for the master data domains that usually break ERP migrations and reporting trust.

Ownership matrix

Data domain	Business owner	Technical owner	Approver	Evidence	Risk if unowned
Customers	Sales or customer service lead	ERP or CRM admin	Finance or sales director	Duplicate report and active/inactive rules	Orders, credit control and reporting disagree
Suppliers	Purchasing or finance lead	ERP or finance admin	Finance director	Supplier master export and payment terms	Payment terms, bank details and purchasing reports drift
Items and products	Operations or engineering lead	ERP admin	Ops director	Item master, units of measure and categories	Stock, BOMs, costing and order fulfilment break
BOMs and routings	Engineering or production lead	ERP admin	Operations director	Approved BOM and routing list	Production planning and costing lose trust
Finance dimensions	Finance lead	Finance-system admin	Finance director	Chart of accounts and cost centres	Month-end and management reports do not reconcile
Report definitions	Finance and ops jointly	BI owner	MD or sponsor	Report catalogue and KPI definitions	Board pack and operational dashboards tell different stories

How to use it

Start with the domains that affect money, stock, customer commitments and migration sign-off.
Name a business owner who understands the meaning of the data, not just the person who can export it.
Name a technical owner for extracts, field rules, system access and refresh logic.
Agree what evidence is needed before the owner can sign off the domain.

Where it fits

This matrix supports ERP Data Readiness Review work, data-quality cleanup, source-to-target mapping, Power BI reconciliation and post go-live reporting rescue.

Evidence note

These resources are based on practical ERP migration, data-readiness and reporting-reconciliation controls: named owners, source inventories, issue registers, source-to-target maps, validation evidence and sign-off before leadership relies on the numbers.

Related resources

ERP data migration checklist for SMEsThis ERP data migration checklist helps SME teams check scope, ownership, cleansing, mapping, validation, reconciliation and cutover sign-off before old data is loaded into a new ERP system.Source-to-target mapping templateThis source-to-target mapping template helps migration teams capture source fields, target fields, transformation rules, validation checks, owners and sign-off status before ERP, CRM or finance-system test loads.Power BI reporting trust checklistThis Power BI reporting trust checklist helps SME teams test whether dashboard problems come from report design, unclear definitions, bad source data, refresh failures or missing reconciliation controls.Data quality audit checklist for SMEsThis data quality audit checklist helps SME finance and operations teams find duplicate records, missing owners, inconsistent values, spreadsheet workarounds and reporting defects before migration, reporting or automation work starts.

Need help using this?
Digital Adaption helps UK SMEs produce migration readiness packs, data-quality issue registers, owner matrices and reconciliation evidence. Book a data risk call.