S6 EP4: Effective EDI Implementation for Your Organization with Shawn Sissenwein

<p><span style="font-weight: 400;">Welcome to the final leg of our EDI Series! We've covered the different documents in the sales cycle, and it's time to discuss the best tips to ensure a successful implementation, putting all of these various documents and requirements in place with your system. </span></p> <p><strong>✔ Having a competent project manager is crucial to ensure your EDI initiatives are conducted as smoothly as possible.</strong> <span style="font-weight: 400;">The key person will keep track of documents, maintain an organized system for all trading partners, and ensure that a clear onboarding checklist is adhered to.</span></p> <p><span style="font-weight: 400;">✔</span> <strong>Bringing on a new trading partner brings about working with different documents</strong><span style="font-weight: 400;">. Understanding each trading partner's timeline expectations and sharing information within the organization is imperative to ensure a stress-free and successful onboarding process. </span></p> <p><span style="font-weight: 400;">✔</span> <strong>Adding an EDI layer to your system is more than just an IT endeavor.</strong> <span style="font-weight: 400;">Its successful implementation requires a collective effort that involves customer service, warehouse, and accounting departments. As outside consultants, our role is to help each of these departments to ensure that the project goes according to plan.</span></p> <p><span style="font-weight: 400;">✔</span> <strong>Our senior consultant Shawn Sissenwein recommends the following points to consider in preparation</strong> <span style= "font-weight: 400;">and ensure that the project runs smoothly:</span></p> <p><span style="font-weight: 400;">➡ Have an internal team in place and their roles defined</span></p> <p><span style="font-weight: 400;">➡ Begin to formulate a forecast</span></p> <p><span style="font-weight: 400;">➡ Provide a timeline of steps that must happen throughout the project</span></p> <p><span style="font-weight: 400;">➡ Communicate clearly all of