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Top 10 Questions to Expect from an Ideal EDI Partner/Service

Highlights

  • Do you have an EDI partner who shares your best interest and is helping you figure out what’s good for you and which solution will grow with you?
    • How do you know if you are choosing the right EDI provider for your business? Learn to gauge from the questions EDI service providers ask you when you are shopping around

    Introduction

    When shopping around for an EDI Software, an ideal EDI managed service or EDI software provider should ask you pertinent questions to better understand your business needs. By understanding your specific business requirements and objectives, an ideal EDI managed service provider can tailor their offerings to meet your needs effectively and ensure a seamless and successful implementation of the EDI software within your organization.

    Common Questions You Should Expect from an EDI Service

    Listen directly from our CEO, Jim Gonzalez about his suggestions on the important questions an ideal EDI partner should ask you.

      1. Who are your trading partner(s)?
      2. What EDI documents have you been mandated with?
      3. Do you want to be self-managed or third party managed?
      4. How many monthly/yearly transactions are you expecting to trade?
      5. Any preference for On-Premise, third party hosted or cloud based EDI Software?
      6. Do you have any unique data format requirements or specific integration needs with your existing systems or trading partners?
      7. Which file formats are you interacting with? (i.e. EDI, EDIFACT, XML, CSV, JSON, etc…)
      8. Do you have a backend ERP/Accounting/CRM/WMS/TMS that you need integration with?
      9. How do your documents flow from and to your ERP and EDI systems?
      10. How are you looking to grow with your products?
      11. Do you need a package with Translation, Communication and Data Repository all through one software supplier?
      12. What are your current business challenges and pain points related to data exchange?
      13. What are your key performance indicators (KPIs) for measuring the success of your EDI implementation, and how can the managed service provider contribute to achieving these objectives?
      14. What level of technical support and assistance do you expect from an EDI managed service provider, and how can they best align with your internal IT resources and capabilities?
      15. How do you anticipate your business growing in the next few years, and what scalability features are essential for your EDI software to accommodate this growth?

      Conclusion

      These questions might seem too many and its ok if you don’t know the answers to all the questions in the beginning. However, these are important to understand your current situation and that help design the best solution for you.

      Now, when you are shopping around for an EDI solution and you don’t come across these questions
      or you feel you are not having to discuss in detail about your business goals, you know it’s time to move on to the next!!

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