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HOW TO:
PLAN YOUR
SUPPLY CHAIN
EDI PROJECT
BY: ANGELA CARVER
Why Implement EDI?
• Implementing EDI in a supply chain operation can be a complex
process as most SCM businesses have man...
Analyze Supply Chain Operations
• Before beginning any project, you must first understand the purpose
and who will be affe...
Select EDI Project Manager
• To assist your key stakeholders in the following steps it is critical to
select a project man...
Perform a Detailed Cost Benefit Analysis
• The purpose of a cost benefit analysis (CBA) is to identify themost
likely appl...
Determine Benefits of EDI Implementation
• Your completed cost benefit analysis report should detail some ofthe
potential ...
Identify EDI Trading Partners
• Before your team can begin any EDI implementation project you
must first identify and inve...
Define EDI Project Scope
• Once these analyses have been completed and all factors havebeen
considered, involve leaders fr...
EDI Vendor Selection
• Many supply chain operations choose to outsource EDImapping,
translation and system management due ...
EDI System Integration Setup
• After a vendor has been selected, your EDI software can now be set
up and integrated into e...
EDI Test System Pilot Program
• Before fully implementing your EDI program, set up a pilot program to
test your new soluti...
Conclusion
• Implementing EDI requires careful consideration and planning. Before
beginning any project, your team should ...
Contact Us
800.933.2839
Online demonstration
Email Us
Web Chat
Datex Corporation
@Datexcorp
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Planning Your Supply Chain EDI Project

Implementing EDI in a supply chain operation can be a complex process as most supply chain management businesses have many moving pieces. Implementing your electronic data interchange solution using a systematic approach will help your team to complete an effective, efficient EDI program.

First your team should analyze your internal operations and how they will be affected. See which procedures will be altered and what resources must make adjustments. This will help your team develop a holistic project scope in later steps. Next, select your EDI project manager. This internal resource will be responsible for communicating with your EDI vendor and should have in-depth knowledge of both your business and electronic data exchange solutions. Thirdly, your team should perform a detailed cost benefit analysis. This analysis will detail how EDI utilization will improve each identified application and set a budget and ROI standard. Next, your team should identify expected benefits. Take a deep dive into all functional areas and search for all potential benefits available. This will help your business make the case for your EDI project. Now identify your trading partners, or those people you will be exchanging electronic documents with. Evaluate their current capabilities and make note of any technical upgrades they may require.

With this data develop an EDI project scope. In this document you should identify key project factors such as document sets, trading partner counts, document transmission estimates, transmission method and much more. Using this document your vendor selection team should choose your EDI VAN of choice.

Now that you have selected your EDI solution vendor you can begin implementation and integration of your EDI system into your existing warehouse management software system and other supply chain software. These integrations will allow seamless data transfer between all systems, eliminating errors. And before your EDI go-live it is critical to test your system using a pilot program. Test each document and as they pass begin implementing the exchange using actual documents.

Following these nine steps can help to ensure the success of your EDI selection and implementation. To learn more about EDI in the supply chain contact Datex experts today at www.datexcorp.com , marketing@datexcorp.com or 800.933.2839 ext. 243.

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Planning Your Supply Chain EDI Project

  1. 1. HOW TO: PLAN YOUR SUPPLY CHAIN EDI PROJECT BY: ANGELA CARVER
  2. 2. Why Implement EDI? • Implementing EDI in a supply chain operation can be a complex process as most SCM businesses have many moving pieces. • Taking a systematic approach to your electronic data interchange implementation will help your team complete an effective, efficient EDI program. 850 810
  3. 3. Analyze Supply Chain Operations • Before beginning any project, you must first understand the purpose and who will be affected by any changes. • Analyze your supply chain operations and see which proceduresand processes will be altered with the implementation of EDI. • In a typical EDI project IT, operations, management and your external trading partners will be affected. • Performing this analysis will help provide your team with the data needed to develop a holistic project scope in later steps.
  4. 4. Select EDI Project Manager • To assist your key stakeholders in the following steps it is critical to select a project manager to assist in the execution of your EDI implementation. • Your EDI Project Manager can be either an internal resource or consultant, but must be someone who has in-depth knowledgeof electronic data interchange. • This person should be a knowledgeable technical resource, but also someone that can work well with other functional teams and communicate effectively to all parties involved.
  5. 5. Perform a Detailed Cost Benefit Analysis • The purpose of a cost benefit analysis (CBA) is to identify themost likely applications for EDI deployment and sets priorities for conversion. The report includes how EDI utilization improves each automated application. • Also consider the overall budget for your transition project and whether the benefits expected in the CBA are sufficient to meet or exceed required corporate ROI standards. http://www.edibasics.com/implementing-edi/
  6. 6. Determine Benefits of EDI Implementation • Your completed cost benefit analysis report should detail some ofthe potential benefits of EDI implementation. Consider searching for other possible areas of improvement by evaluating all functional areas. • This will help to make the case and ease any concerns of business executives as to why this complex project is critical.
  7. 7. Identify EDI Trading Partners • Before your team can begin any EDI implementation project you must first identify and investigate any trading partners with which you plan to exchange electronic documents. • Evaluate your trading partners current capabilities, their current technology and any upgrades needed and see if your EDI vendor has worked with this trading partner previously. • This will help to eliminate surprises later in your project that could stall EDI utilization.
  8. 8. Define EDI Project Scope • Once these analyses have been completed and all factors havebeen considered, involve leaders from all affected departments to define a formal project scope which will be the basis for the project implementation plan. • Items that should be defined in an effective EDI project scope include: • Necessary document sets • Final trading partner count • Document exchange estimate • Transmission method (VAN, in-house, email, FTP, etc.) • And more…
  9. 9. EDI Vendor Selection • Many supply chain operations choose to outsource EDImapping, translation and system management due to the high cost of developing and maintaining internal software systems. • After completing the Project Scope, your team can betterevaluate vendors based on your detailed businessneeds. Learn More About the EDI Vendor Selection Process Here
  10. 10. EDI System Integration Setup • After a vendor has been selected, your EDI software can now be set up and integrated into existing warehouse management systems and other supply chain software. • These integrations will allow a seamless transfer of data between trading partners which can be entered directly into your WMS, eliminating errors that occur through manual processes. • This makes accurate, reliable data available to all facility staff in real time.
  11. 11. EDI Test System Pilot Program • Before fully implementing your EDI program, set up a pilot program to test your new solution with a small number of trading partners. • Trading partners should confirm and record that documents are received successfully and return the testing data for review. If successful, EDI can then be used to transmit real documents. Additional document sets can be added in stages for testing. • Once your pilot program has been completed, your supply chain operation can implement your new EDI solution across the entire organization.
  12. 12. Conclusion • Implementing EDI requires careful consideration and planning. Before beginning any project, your team should evaluate what business units are affected, how they will benefit from EDI and the best solution for their needs. • Follow this step-by-step guide when planning your electronicdata interchange project to ensure successful implementation.
  13. 13. Contact Us 800.933.2839 Online demonstration Email Us Web Chat Datex Corporation @Datexcorp

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