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Institute For Oil & Gas Training
OGI-1110 New

ERP Systems for Oil & Gas: Access Controls Training Course

Duration
5 days
CPD hours
13
Language
English
Next date
19 Jan 2027
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Overview

ERP Systems for Oil & Gas, including SAP, Oracle and Dynamics, require disciplined access controls to protect financial data, operational workflows and business-critical transactions. This course from Institute For Oil & Gas Training develops practical capability in ERP access governance, control design, workflow configuration, auditability and automated finance processes across oil and gas organisations.

Oil and gas companies depend on enterprise resource planning platforms to manage finance, procurement, inventory, projects, assets, maintenance, supply chains and commercial activities across complex operating environments. These systems connect large volumes of financial and operational information, making effective access control essential to reliable business processes and strong internal governance.

The course addresses the skills gap between technical ERP administration and the control requirements of finance, audit, risk, compliance and operational management teams. Participants examine how access rights influence transaction integrity, segregation of duties, approval authority, reporting reliability and audit evidence. The focus remains on practical controls that support secure and accountable ERP operations.

The programme covers ERP environments based on SAP, Oracle and Microsoft Dynamics, with attention to common control principles rather than dependence on one specific software configuration. Participants explore role based access design, user provisioning, approval hierarchies, workflow and approval configuration, automated posting rules and audit trail configuration. These capabilities support consistent control over how transactions enter, move through and are reported from enterprise systems.

ERP access controls have a direct relationship with financial control. Incorrect permissions can allow users to initiate and approve transactions without appropriate separation of responsibilities. Poorly configured workflows can create bottlenecks or bypass established approval structures. Weak audit trails reduce visibility over changes and transaction activity. Inconsistent reporting configurations can also create differences between standard reports, customised reports and extracted datasets.

The course therefore takes an end-to-end view of ERP control environments. It examines the relationship between user access, business roles, transaction permissions, workflow routing, automated accounting logic, reporting, data extraction, interfaces and audit evidence. Participants learn to evaluate controls across the ERP process rather than treating access management as an isolated IT responsibility.

Particular attention is given to IT general controls and their relationship with application-level controls. Participants examine access administration, change management, system operations, interface monitoring and audit trails as interconnected elements of a controlled ERP environment. This supports stronger collaboration between finance, IT, internal audit, cybersecurity, risk and business process teams.

Oil and gas organisations also face extensive integration between ERP platforms and other systems. Procurement systems, production platforms, maintenance applications, banking interfaces, payroll systems, data warehouses and reporting tools can exchange information with core ERP environments. Interface monitoring therefore forms an important part of control effectiveness. Participants learn how to identify control points around inbound and outbound data flows and assess the evidence required to demonstrate reliable processing.

The course also examines automated posting rules because automation directly affects transaction accuracy and financial reporting. Participants review how system rules determine account assignments, posting behaviour and workflow routing. They develop a structured approach to assessing automated controls and identifying situations where configuration requires review or additional oversight.

Reporting and data extraction receive specific attention. Organisations often rely on standard ERP reporting alongside customised reports, queries, dashboards and extracted datasets. Participants learn to distinguish standard versus custom reporting, evaluate reporting controls and understand the implications of extracting ERP information for analysis and decision-making.

Through an integrated corporate perspective, Institute For Oil & Gas Training positions ERP access control as part of wider financial governance and digital process management. The programme equips participants to work confidently across ERP administration, finance controls, audit requirements and operational processes while maintaining clear accountability for system access and transaction integrity.

Objectives

Institute For Oil & Gas Training delivers this course through a practical corporate methodology designed around real ERP control environments in oil and gas organisations. The learning approach combines structured presentations with case studies, process simulations, group exercises, control reviews and realistic business scenarios.

Real-World ERP Scenarios

Participants work through scenarios involving user onboarding, role changes, approval routing, transaction processing, reporting and system interfaces. These exercises demonstrate how individual access decisions affect wider financial and operational controls.

Case Study Analysis

Case studies focus on common ERP control situations such as excessive access rights, weak segregation of duties, inappropriate approval authority, incomplete audit trails and interface failures. Participants assess the control environment, identify weaknesses and develop practical corrective actions.

Access Design Exercises

Participants examine role based access design using representative business functions across finance, procurement, projects, assets and commercial operations. Exercises focus on matching access rights with job responsibilities and approval authority.

Workflow Simulations

Workflow and approval configuration is explored through simulated business transactions. Participants assess approval routing, escalation points, delegated authority and control evidence to understand how configuration influences transaction governance.

Reporting and Data Exercises

Participants compare standard ERP reports with customised reporting outputs and extracted datasets. Exercises address data consistency, reporting ownership, query controls and the governance of information extracted from ERP systems.

Interface Monitoring Scenarios

Participants review scenarios involving automated data transfers between ERP platforms and connected applications. The exercises focus on interface monitoring, exception handling, reconciliation and evidence of successful processing.

Group Control Reviews

Small-group exercises allow participants to evaluate an ERP control environment from different organisational perspectives. Finance, IT, audit and business process considerations are integrated into a single control assessment.

Management-Oriented Discussions

The delivery approach maintains a strong connection between system configuration and corporate objectives. Discussions address operational efficiency, financial integrity, accountability, audit readiness and the practical management of ERP access risks.

Training methodology

  • Explain the role of ERP Systems for Oil & Gas across SAP, Oracle and Dynamics environments

  • Evaluate ERP access controls within finance and operational business processes

  • Apply principles of IT general controls to ERP environments

  • Design effective role based access structures aligned with business responsibilities

  • Review user roles and permissions against segregation of responsibilities

  • Assess workflow and approval configuration for transaction governance

  • Evaluate approval hierarchies and delegated authority within ERP processes

  • Understand automated posting rules and their effect on financial transactions

  • Identify control requirements for automated accounting processes

  • Distinguish standard versus custom reporting and assess related control considerations

  • Evaluate data extraction and query tools used with ERP information

  • Strengthen controls around extracted financial and operational data

  • Understand interface monitoring requirements for integrated ERP environments

  • Assess data transfer controls between ERP and connected systems

  • Review audit trail configuration and transaction traceability

  • Identify control gaps affecting ERP access, processing and reporting

  • Support effective coordination between finance, IT, audit, risk and business teams

  • Develop practical approaches to improving ERP control environments

  • Improve the quality and consistency of ERP governance decisions

  • Apply structured control thinking to real oil and gas ERP scenarios

Organisational impact

Effective ERP access control supports stronger governance across financial and operational processes. Sponsoring organisations gain personnel who understand how access permissions, workflows, automated processing and reporting controls interact within an integrated enterprise environment.

Stronger Financial Control

The course supports improved control over financial transactions by developing a clearer understanding of user permissions, approval structures and automated posting rules. This helps organisations establish more disciplined transaction processing and clearer accountability.

Better Segregation of Responsibilities

Role based access design helps organisations align system permissions with defined business responsibilities. Participants learn to identify conflicting access combinations and support more structured allocation of ERP privileges.

Improved Workflow Governance

Effective workflow and approval configuration creates clearer transaction routing and accountability. Participants develop the capability to review approval structures and identify opportunities to improve consistency and control.

More Reliable Automated Processing

Automated posting rules influence how transactions are processed and recorded. Understanding these rules enables relevant teams to review system-driven accounting processes and strengthen oversight of automated transactions.

Enhanced Auditability

Audit trail configuration provides visibility over relevant system activity and transaction changes. Participants gain a stronger understanding of how audit evidence is generated, maintained and reviewed within ERP environments.

Better Reporting Governance

Organisations benefit from stronger awareness of the distinction between standard versus custom reporting. Participants learn to consider report configuration, data sources, ownership and extraction processes when assessing reporting reliability.

Improved Data Management

Data extraction and query tools provide valuable access to ERP information but also introduce control considerations. The course supports more disciplined handling of extracted information and better coordination between data users and system owners.

Stronger Interface Oversight

Interface monitoring helps organisations identify processing exceptions and maintain visibility across connected applications. Participants develop a structured understanding of interface controls, exception management and reconciliation activities.

Improved Cross-Functional Coordination

ERP control environments involve finance, IT, audit, risk, cybersecurity and operational teams. The course creates a common control language that supports more effective collaboration between these functions.

More Consistent ERP Governance

A structured approach to access, workflow, reporting, interfaces and audit trails supports greater consistency in ERP governance. Organisations gain personnel capable of examining controls as interconnected components of a wider digital finance environment.

Personal impact

Participants develop practical capabilities that support their responsibilities across ERP administration, finance, internal control, audit, risk, IT and business process management.

Stronger ERP Control Knowledge

Participants build a comprehensive understanding of how access controls operate within oil and gas ERP environments. This strengthens their ability to engage with SAP, Oracle and Dynamics control requirements.

Improved Access Management Capability

The course develops practical understanding of role based access design, permissions and user responsibilities. Participants become better equipped to contribute to access reviews and control assessments.

Greater Confidence in Workflow Reviews

Participants gain the ability to examine workflow and approval configuration from both process and control perspectives. This supports more effective discussions with ERP administrators and business process owners.

Enhanced Financial Systems Awareness

Understanding automated posting rules gives participants greater visibility into how system configuration influences financial transactions. This strengthens collaboration between finance professionals and ERP specialists.

Better Reporting Assessment

Participants develop the ability to evaluate standard and customised reporting environments and understand the implications of different reporting and extraction approaches.

Stronger Audit and Compliance Capability

Knowledge of audit trail configuration and IT general controls supports more informed participation in internal control reviews, audit activities and governance discussions.

Improved Interface Understanding

Participants gain a practical framework for understanding how interfaces affect ERP data integrity. This is particularly valuable for professionals working with integrated finance, procurement, operational and reporting systems.

Broader Career Capability

The combination of ERP knowledge, access governance, financial controls, workflow management and data oversight strengthens cross-functional capability for professionals working in digitally enabled oil and gas organisations.

Who should attend

Finance Managers and Finance Professionals

Suitable for professionals responsible for financial controls, transaction processing, reporting and ERP-enabled finance operations.

ERP Managers and Administrators

Designed for ERP specialists who manage system access, roles, workflows, configuration and operational controls.

Internal Audit Professionals

Relevant for auditors assessing ERP access, transaction controls, audit trails, reporting and system interfaces.

IT Control and Governance Professionals

Supports professionals responsible for IT general controls, access governance, system operations and control frameworks.

Financial Controllers

Useful for controllers overseeing financial integrity, approval structures, automated postings and reporting processes.

Risk and Compliance Professionals

Relevant for personnel evaluating technology-enabled business controls and governance requirements within oil and gas operations.

Cybersecurity Professionals

Provides business-focused understanding of ERP access, permissions, audit trails and system integration controls.

Business Process Owners

Suitable for managers responsible for finance, procurement, projects, assets, supply chain and other ERP-enabled processes.

ERP Project and Transformation Teams

Useful for professionals involved in ERP implementation, optimisation, migration, configuration review or digital finance transformation.

Senior Managers

Relevant for managers who oversee ERP governance, financial control, digital transformation or cross-functional business processes.

Course outline

This module establishes the control principles required for secure and accountable ERP environments in oil and gas organisations. It examines ERP architecture from a governance perspective and introduces the relationship between system access, financial processes, operational responsibilities and internal control.

  1. ISO 27001

    • Provides an internationally recognised framework for information security management

    • Supports structured consideration of access control and information security risks

    • Provides relevant principles for governing access to information and systems

    • Supports systematic security governance across organisational processes

    Learning Outcomes

    Participants will be able to:

    • Explain the role of ERP access governance

    • Identify core IT general controls relevant to ERP environments

    • Assess user access responsibilities

    • Recognise control weaknesses in ERP access structures

    • Support structured access review activities

This module focuses on role based access design and the configuration of approval processes. Participants examine how roles should reflect business responsibilities and how workflows support transaction authority, accountability and process control.

  1. ISO 37301

    • Provides principles for compliance management systems

    • Supports defined responsibilities and controlled organisational processes

    • Encourages structured approaches to compliance obligations

    • Provides a recognised framework for governance and accountability

    Learning Outcomes

    Participants will be able to:

    • Develop structured approaches to role based access design

    • Review ERP roles against business responsibilities

    • Identify conflicting permissions

    • Evaluate workflow and approval configuration

    • Assess approval authority and escalation structures

This module examines automated transaction processing and the control implications of system-driven financial activity. Participants explore automated posting rules and how configuration influences transaction classification, processing and financial records.

  1. COSO Internal Control Framework

    • Provides a recognised framework for internal control

    • Supports control activities across business processes

    • Addresses information, communication and monitoring

    • Provides principles for evaluating control effectiveness

    Learning Outcomes

    Participants will be able to:

    • Explain the control implications of automated posting rules

    • Review automated transaction processes

    • Identify important configuration control points

    • Assess exception handling requirements

    • Connect ERP configuration with financial control objectives

This module addresses the information flow created by ERP reporting, data extraction and system integration. Participants examine standard versus custom reporting, data extraction and query tools and interface monitoring.

  1. ISO 8000 Data Quality

    • Provides recognised principles for data quality management

    • Supports consistent approaches to data governance

    • Provides relevant concepts for managing business data quality

    • Supports improved reliability of organisational information

    Learning Outcomes

    Participants will be able to:

    • Distinguish standard versus custom reporting

    • Evaluate data extraction and query tools

    • Identify reporting control considerations

    • Assess interface monitoring practices

    • Recognise risks associated with uncontrolled data movement

This module brings together access, workflow, automated processing, reporting and interface controls into an integrated assurance approach. Participants examine audit trail configuration and develop structured methods for reviewing ERP control effectiveness.

  1. ISO 19011 Auditing Guidelines

    • Provides recognised guidance for management system auditing

    • Supports structured audit planning and execution

    • Promotes evidence-based audit approaches

    • Provides principles relevant to systematic control assessment

    Learning Outcomes

    Participants will be able to:

    • Evaluate audit trail configuration

    • Identify evidence required for ERP control reviews

    • Connect access controls with audit evidence

    • Assess control effectiveness across ERP processes

    • Develop structured recommendations for ERP control improvement

Certificate

Attendees receive a Certificate of Completion from Institute For Oil & Gas Training upon successfully finishing the course. Certificate issuance requires full attendance and active participation throughout the programme.

Course dates

  • Europe

    Middle East

    Asia

    Africa

    North America

    Online

    Fee: £3,900

  • Europe

    Middle East

    Asia

    Africa

    North America

    Online

    Fee: £3,900

  • Europe

    Middle East

    Asia

    Africa

    North America

    Online

    Fee: £3,900

  • Europe

    Middle East

    Asia

    Africa

    North America

    Online

    Fee: £3,900

Fees include tuition, course materials and refreshments. Need different dates or a different city? Ask about your preferred date.

Frequently asked questions

What does the ERP Systems for Oil & Gas course cover?

The course covers ERP access governance across SAP, Oracle and Dynamics, including IT general controls, role based access design, approval workflows, automated posting rules, reporting, data extraction, interface monitoring and audit trail configuration.

Is the course suitable for finance and IT professionals?

Yes. The programme is designed for finance, IT, ERP, internal audit, risk, compliance, cybersecurity and business process professionals who work with ERP-enabled operations.

Does the course focus only on SAP?

No. The course addresses ERP Systems for Oil & Gas across SAP, Oracle and Dynamics while focusing on common access control, governance, workflow, reporting and audit principles applicable across enterprise platforms.

How is the course delivered?

Institute For Oil & Gas Training uses corporate case studies, practical scenarios, group exercises, workflow simulations, access design exercises, reporting reviews and interface control scenarios to connect concepts with real business processes.

What will participants gain from completing the course?

Participants develop practical capability in ERP access governance, role design, workflow controls, automated finance processes, reporting governance, data extraction, interface monitoring and audit trail configuration, supporting stronger ERP control environments.

Next: 19 Jan 2027

4 dates available

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