New to EDI? Here’s How to Survive the Learning Curve!

Описание: Your EDI service provider implemented the EDI software, you are now live and ready to be trained on their platform. We will talk about the best practices of post-implementation strategy.

1. What EDI Providers Typically Cover (and What They Don’t)
The standard onboarding process: what’s usually included
Misalignment between EDI providers and internal team needs

2. Why the EDI Learning Curve Is So Steep
Jargon and technical complexity for non-technical teams
The gap between “platform training” and “real-world use”
Lack of cross-functional understanding (IT vs. ops vs. compliance)

3. Post-Go-Live Pain Points
File errors and failed transmissions
Trading partner-specific quirks no one warned you about
ERP ↔ EDI miscommunications (especially for Acumatica, NetSuite, etc.)\
Difficulty troubleshooting without enough internal expertise
Lack of visibility into the data flow

4. Training New EDI Teams: What Works
Role-based training: who needs to know what?
Shadowing, sandboxing, and simulated test runs
Documentation that actually helps (checklists, flowcharts, alert protocols)

5. Building Internal Confidence
Creating internal champions and go-to experts
When to bring in outside help vs. upskilling in-house
Setting realistic expectations for response time and troubleshooting

6. Best Practices to Flatten the Learning Curve
Phased rollout vs. big-bang implementation
Set up for proactive monitoring (don’t wait for things to break)
Creating an EDI playbook for your company
The value of post-implementation health checks

7. What “Good” EDI Support Should Look Like
Red flags to watch for with your current provider
Questions your provider should be asking you
How to advocate for deeper support and training

Who's This For?

EDI Managers, EDI Specialists, Tech Support, IT Managers, IT Directors, ERP Consultants, Customer Success Managers, Project Managers

About Speaker:

Jim Gonzalez is the CEO of EDI Support LLC and is a subject matter expert in EDI/API space with over 25 years of experience with different on-prem and cloud EDI platforms and ERP integrations.

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