How do you change your EDI strategy?

2 Choose your EDI solution

Once you have a clear vision of what you want to achieve with your EDI strategy change, you need to choose the best EDI solution for your needs. There are different types of EDI solutions, such as on-premise, cloud-based, or hybrid. Each one has its own advantages and disadvantages, depending on your budget, resources, and requirements. You should also consider the features and functionalities of the EDI solution, such as integration, automation, validation, and reporting.

3 Communicate with your partners

Changing your EDI strategy can affect your relationships with your trading partners, such as suppliers, customers, or regulators. You need to communicate with them early and often, to inform them about your plans, expectations, and timelines. You should also collaborate with them to align your EDI standards, formats, and protocols, and to test and troubleshoot any issues. You may need to negotiate new contracts or agreements with your partners, to ensure compliance and compatibility.

4 Train your staff

One of the most important aspects of changing your EDI strategy is to train your staff on how to use the new EDI solution and processes. You should provide them with adequate resources, guidance, and support, to help them adapt to the change and overcome any challenges. You should also monitor their performance and feedback, and address any gaps or concerns. Training your staff can help you increase their confidence, competence, and satisfaction.

5 Monitor and evaluate your results

After you implement your EDI strategy change, you need to monitor and evaluate your results, to see if you are meeting your goals and objectives. You can use various metrics and indicators, such as cost savings, error rates, delivery times, or customer satisfaction. You should also collect and analyze data and feedback from your systems, processes, and partners, to identify any issues or areas for improvement. You should also celebrate your achievements and recognize your staff and partners for their contributions.

6 Review and update your strategy

Changing your EDI strategy is not a one-time event, but an ongoing process. You need to review and update your strategy regularly, to keep up with the changing needs and expectations of your business and your partners. You should also look for new opportunities and innovations, to enhance your EDI capabilities and performance. You should also be flexible and agile, to respond to any changes or challenges in the market or the industry.

7 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?