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How do you avoid EDI project management risks in your industry?

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Electronic Data Interchange (EDI) is a powerful way to exchange business documents and data electronically with your trading partners, customers, and suppliers. However, EDI projects can also pose significant risks if not managed properly. In this article, you will learn how to avoid some of the most common EDI project management risks in your industry and ensure a successful outcome.

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jaya Krishna tummala ,MS, CSM

Award Winning Senior Functional Quality Assurance|BSA|SAP QA|Safe 6.0 Agilist|Sigma Xi Full Member|IEEE Senior…

1 Define your scope and objectives

One of the first steps in any EDI project is to define your scope and objectives clearly and realistically. What are the business benefits and goals of implementing EDI? What are the technical requirements and specifications? What are the timelines and milestones? What are the roles and responsibilities of your internal and external stakeholders? By answering these questions, you can establish a clear vision and scope for your EDI project and avoid scope creep, unrealistic expectations, and miscommunication.

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jaya Krishna tummala ,MS, CSM

Award Winning Senior Functional Quality Assurance|BSA|SAP QA|Safe 6.0 Agilist|Sigma Xi Full Member|IEEE Senior Member|Fellow IETE|Author
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Develop a comprehensive change management plan to manage organizational change, stakeholder expectations, and resistance to change associated with EDI implementation. Engage key stakeholders, including executives, business users, IT teams, and external partners, throughout the project lifecycle to solicit input, address concerns, and build consensus around project objectives, priorities, and deliverables.

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2 Choose the right EDI solution and provider

Another crucial step in your EDI project is to choose the right EDI solution and provider for your industry and needs. There are many types of EDI solutions available, such as cloud-based, on-premise, or hybrid, and each has its own advantages and disadvantages. You also need to consider the features, functionalities, scalability, security, and cost of each solution. Moreover, you need to select an EDI provider that has the expertise, experience, and support to help you implement and maintain your EDI solution. By choosing the right EDI solution and provider, you can avoid technical issues, compatibility problems, and unexpected costs.

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3 Plan and execute your testing and training

Once you have chosen your EDI solution and provider, you need to plan and execute your testing and training activities. Testing is essential to ensure that your EDI solution works as intended and meets your industry standards and regulations. You need to test your EDI solution with your trading partners, customers, and suppliers, and verify that the data exchange is accurate, complete, and secure. Training is also important to ensure that your staff and users are familiar and comfortable with your EDI solution and processes. You need to provide adequate training materials, sessions, and feedback to your staff and users, and address any questions or concerns they may have. By planning and executing your testing and training activities, you can avoid errors, delays, and dissatisfaction.

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jaya Krishna tummala ,MS, CSM

Award Winning Senior Functional Quality Assurance|BSA|SAP QA|Safe 6.0 Agilist|Sigma Xi Full Member|IEEE Senior Member|Fellow IETE|Author
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In my experience with several clients where they have adapted continuous monitoring as a good measure to make sure that they can improve the application Post Go-Live. As testing ensures immediate functionality and compliance, but long-term success requires continuous monitoring and adaptation to industry changes. Similarly, training is pivotal for initial user adoption, yet ongoing education and support are crucial to optimize system utilization and efficiency over time.

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4 Monitor and measure your performance and results

After you have implemented your EDI solution, you need to monitor and measure your performance and results. You need to track and analyze key performance indicators (KPIs) and metrics, such as data accuracy, transaction volume, processing time, cost savings, customer satisfaction, and compliance. You also need to collect and evaluate feedback from your staff, users, trading partners, customers, and suppliers, and identify any issues or areas for improvement. By monitoring and measuring your performance and results, you can ensure that your EDI solution delivers the expected benefits and value.

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5 Manage your changes and updates

Finally, you need to manage your changes and updates in your EDI project. EDI is not a one-time project, but an ongoing process that requires constant maintenance and adaptation. You need to keep up with the changes and updates in your industry standards, regulations, business processes, and customer demands. You also need to communicate and coordinate with your EDI provider, trading partners, customers, and suppliers, and inform them of any changes or updates in your EDI solution or requirements. By managing your changes and updates, you can avoid disruptions, conflicts, and errors.

EDI project management can be challenging, but also rewarding. By following these tips, you can avoid some of the most common EDI project management risks in your industry and ensure a successful outcome.

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6 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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How do you avoid EDI project management risks in your industry?

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1 Define your scope and objectives

2 Choose the right EDI solution and provider

3 Plan and execute your testing and training

4 Monitor and measure your performance and results

5 Manage your changes and updates

6 Here’s what else to consider

Electronic Data Interchange (EDI)

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