Data Visualization for ERP Stakeholders Training Course

Data Visualization for ERP Stakeholders Training Course

Introduction

In the modern enterprise, ERP (Enterprise Resource Planning) systems generate a colossal volume of real-time data across critical functions like Finance, Supply Chain, and Operations. However, this wealth of information often remains siloed or trapped in complex, tabular reports, leading to data overload and slow, reactive decision-making. Non-technical business stakeholders from executives to department heads need more than raw numbers; they require clear, actionable insights to drive strategic growth. This necessity has catapulted data visualization from a technical skill into a core business intelligence competency, demanding a new level of data literacy and communication across the organization.

Data Visualization for ERP Stakeholders Training Course bridges the critical gap between complex ERP data and data-driven decision-making. Participants will master the art of data storytelling and leverage powerful visualization tools to transform intricate ERP datasets into intuitive, interactive dashboards and visual reports. By focusing on principles of visual perception and dashboard design best practices, stakeholders will learn to rapidly identify KPIs (Key Performance Indicators), spot anomalies, and communicate compelling narratives. The outcome is not just better reports, but a unified, transparent view of the business that fosters organizational alignment, maximizes ERP value realization, and drives a culture of actionable analytics.

Course Duration

5 days

Course Objectives

Upon completion of this course, participants will be able to:

1. Interpret and define critical business KPIs extracted from core ERP modules.
2. Master the principles of visual storytelling to create persuasive data narratives.
3. Design and build interactive dashboards tailored to specific stakeholder needs.
4. Apply visual perception science to choose the most effective chart types.
5. Clean, structure, and model raw ERP data for optimal visualization performance.
6. Utilize modern BI tools for real-time analytics.
7. Identify and avoid common pitfalls like misleading visuals and data distortion.
8. Implement drill-down functionality for deep, root-cause analysis.
9. Develop a consistent dashboard design system for organizational standardization.
10. Integrate predictive analytics and forecasting into business-level dashboards.
11. Leverage geospatial visualization for location-based supply chain and sales data.
12. Establish processes for data governance and security in visual reporting.
13. Drive data democratization by making complex insights accessible to all stakeholders.

Target Audience Profiles

1. Executive Leadership.
2. Finance Managers/Controllers.
3. Supply Chain Directors/Managers.
4. Operations Managers.
5. Sales & Marketing Leaders.
6. HR Business Partners.
7. ERP Project/Change Managers.
8. Business Analysts.

Course Modules

Module 1: Data Literacy and the ERP Data Landscape

• ERP's Data Ecosystem.
• The "Three V's" of ERP data.
• Data Cleansing and ETL fundamentals for visualization readiness.
• Translating business questions into actionable metrics and KPIs.
• Case Study: Analyzing a manufacturing firm's disparate data sources to create a single, unified performance model.

Module 2: Visual Perception and Chart Selection

• The science of visual perception.
• Selecting the right chart.
• Effective use of color, typography, and white space in dashboard design.
• Avoiding misleading visuals
• Case Study: Redesigning a cluttered, tabular sales report into a clear waterfall chart and time-series line graph, improving insight speed by 50%.

Module 3: Introduction to Interactive Dashboard Tools

• Overview and comparison of leading BI tools
• Connecting BI tools directly to ERP data structures
• Building foundational visualizations
• Adding interactivity.
• Case Study: Building a basic real-time Inventory Dashboard to monitor stock levels and re-order points using Tableau Public.

Module 4: Financial and Accounting Visualization

• Visualizing the General Ledger, Accounts Payable, and Accounts Receivable cycles.
• Designing an executive-level CFO Dashboard highlighting profitability and liquidity.
• Tracking budget-to-actual variance with visual alerts and conditional formatting.
• Creating dynamic visuals for cash flow forecasting and working capital analysis.
• Case Study: A retail company using Power BI to visualize financial data from an SAP ERP, leading to the early detection of a cost overrun in a specific category.

Module 5: Supply Chain and Operations Visualization

• Visualizing end-to-end supply chain performance
• Designing a visual control tower for logistics and distribution.
• Tracking manufacturing efficiency metrics with Gauges and Bullet Graphs.
• Implementing geospatial maps to visualize shipment routes and vendor locations.
• Case Study: A logistics firm using geospatial visualization in their ERP to optimize delivery routes, reducing fuel costs and improving on-time delivery by 10%.

Module 6: HR and Customer-Centric Visualization

• Creating HR analytics dashboards for employee turnover, recruitment, and training efficacy.
• Visualizing CRM data for pipeline and sales conversion funnels.
• Designing customer segmentation and Lifetime Value visualizations.
• Tracking service desk performance and customer satisfaction with SLA dashboards.
• Case Study: An IT services company visualizing HR data to identify and proactively address high-risk employee attrition in a critical department.

Module 7: Data Storytelling and Presentation

• Structuring a data narrative
• Designing the presentation flow.
• Techniques for presenting data to non-technical executive stakeholders.
• Mastering annotation, highlighting, and context to guide the viewer's eye.
• Case Study: Developing a compelling 5-slide data presentation to secure funding for a new ERP module based on visualized ROI projections.

Module 8: Advanced Visual Analytics and Governance

• Integrating basic predictive and prescriptive analytics outputs
• Fundamentals of data governance and access control for sensitive visuals.
• Setting up automated report generation and distribution schedules.
• Designing for mobile and varying screen sizes
• Case Study: Implementing a role-based access model in a BI tool to ensure data security and compliance for financial and HR dashboards within a global organization.

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@datastatresearch.org or call +254724527104 

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 DATASTAT CONSULTANCY LTD account, as indicated in the invoice so as to enable us prepare better for you.