EDI Setup

How to Set Up EDI with Your Business?

  • October 10, 2023 / by Infocon Systems

Setting up Electronic Data Interchange (EDI) for your business can be simplified and streamlined by partnering with an experienced EDI provider. Follow these steps to successfully setup an EDI system with your business:

Evaluate Your Business Needs:

  • Identify which business processes can benefit from EDI automation.
  • Determine the specific EDI standards and document types required by your trading partners.

Research and Select an EDI Solutions Company:

  • Research reputable EDI providers that align with your industry and business requirements.
  • Evaluate their software capabilities, services, and customer reviews.

Consultation and Requirements Gathering:

  • Engage with your chosen EDI provider for a consultation.
  • Share your business processes, trading partner requirements, and any specific challenges you're facing.

Solution Customization:

  • Work with the EDI provider to customize their solution to your business needs.
  • Ensure that the solution supports the required EDI standards and document formats.

Data Mapping and Translation:

  • Map your internal data to EDI formats.
  • Confirm that your EDI mapping tools align with your data transformation needs.

Integration and Testing:

  • Integrate the EDI solution with your internal systems, such as ERP or accounting software.
  • Thoroughly test data exchange using test environments.

Security and Compliance:

  • Verify that the EDI provider employs robust security measures for data protection.
  • Ensure their solution complies with relevant industry regulations.

Training and Onboarding:

  • Receive training from the EDI provider on using their platform effectively.
  • Train your team members who will be involved in EDI processes.

Go-Live and Support:

  • Transition to live EDI transactions with your trading partners.
  • Establish clear communication channels with the provider's support team for immediate assistance.

Ongoing Relationship and Maintenance

  • Maintain regular communication with your EDI provider for updates, enhancements, and issue resolution.
  • Address any changes in trading partner requirements or internal processes promptly.

Performance Evaluation and Optimization:

  • Continuously monitor the performance and efficiency of your EDI processes.
  • Collaborate with your provider to optimize mappings, configurations, and system usage.

Benefits Tracking and ROI Analysis:

  • Track the benefits achieved through EDI, such as reduced processing time and error rates.
  • Analyze the Return on Investment (ROI) by comparing the costs saved to the investment made.

The cost of setting up EDI will vary depending on the solution you choose and the complexity of your needs. However, in general, EDI is a cost-effective way to improve the efficiency and accuracy of your business processes.


Benefits of setting up EDI with your business

Setting up EDI for your business requires careful planning, thorough testing, and ongoing commitment to maintaining the system. Here are some of the benefits of setting up EDI:

  • You don't have to worry about the technical aspects of EDI. The EDI provider will handle all of the technical aspects of EDI, so you can focus on your business.
  • You can get started quickly. The EDI provider will have you up and running with EDI in a matter of weeks.
  • You can be confident that your EDI messages are being sent and received correctly. The EDI provider will have a team of experts who can help you troubleshoot any problems that you may encounter.

Quick EDI Setup from Infocon Systems

Infocon Systems is an established EDI solutions company providing easy-to-use, scalable solutions to cater to all business needs across all industries. Over 30 years, Infocon integrates with any Accounting/ERP, WMS and E-commerce solutions and designs custom solutions maintaining a seamless workflow between its customers and their trading partners. Infocon provides fast setup of your EDI mailbox and easy training of its EDI web portal along with giving you 24/7 access to its specialists. Any Trading Partner, Any Integration, Any Industry, Infocon continues to create a difference where it matters the most. We offer a variety of services to help businesses set up and implement EDI, including:

  • Consulting: Infocon Systems can help you assess your EDI needs and choose the right solution for your business.
  • Training: Infocon Systems can provide training for your staff on how to use EDI software and how to process EDI messages.
  • Support: Infocon Systems offers 24/7 support to help you troubleshoot any problems that you may encounter with your EDI implementation.
  • Select the Right EDI Standards: Infocon Systems can help you choose the right standard and ensure that your EDI messages are compatible with your trading partners.
  • Map Data to the EDI Standards: Infocon Systems can help you with this process and ensure that your data is mapped correctly.
  • Create Trading Partner Profiles: Infocon Systems can help you create these profiles and ensure that they are accurate.
  • Test Your EDI Connection: Infocon Systems can ensure that your connection is working properly and it is secure.

To learn more about how Infocon Systems can take care of your EDI needs, contact our sales department at +1 888-339-0722 or email us at sales@infoconn.com

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