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The EDI Implementation Handbook: Best Practices

September 28th, 2023

Electronic Data Interchange (EDI) facilitates standardized data exchange and drives efficiency, accuracy, and speed. The COVID-19 pandemic and the subsequent surge in online business activities have caused an uptick in the use of EDI to maintain seamless continued operation for businesses.

Consequently, the global EDI software market is projected to grow at a Compound Annual Growth Rate (CAGR) of 12.5%. However, merely adopting EDI is not enough; successful EDI implementation is key. To maximize the benefits of EDI, businesses must adhere to a series of best practices during their EDI implementation process.”

EDI Implementation: 7 Best Practices

EDI Implementation: Best Practices

1. Analyze and Understand the Current Process

Before implementing EDI, take time to analyze existing business processes. Understanding how the business currently handles transactions, such as purchase orders, invoices, and shipping notices, will identify areas that can be optimized and streamlined with EDI. This will allow users to communicate their needs to potential EDI solution providers and ensure the solution they select is tailored to their specific needs. 

2. Choose the Right EDI Solution for A Business

Choosing an EDI solution should be a strategic choice tailored to unique business requirements. These are some of the factors to consider:  

  • Analyze the volume and types of transactions processed. If a business is handling a high volume of transactions or dealing with complex, industry-specific documents, they’ll need an EDI solution that is capable of dealing with a variety of transactions.   
  • Consider the number of trading partners. If a company has a large and diverse set of partners, each with their own specific EDI standards and protocols, they will need a solution that offers flexibility in terms of EDI formats and communication protocols. 
  • Assess budget. Implementing EDI is an investment, and companies need to ensure they’re getting a solution that offers a good return on investment. Consider not only the upfront cost but also the long-term maintenance and support costs. 

Overall, it’s important to take into account the flexibility of the solution, the level of customer support provided by the vendor, and the solution’s scalability as the business grows. Requesting a demo or a trial period can also provide first-hand experience of the solution before making a commitment. 

3. Assemble a Competent and Dedicated Project Team

To implement EDI effectively, companies need a dedicated project team that has the necessary technical and operational expertise to ensure a smooth transition. 

This includes IT professionals who understand the technical aspects of the EDI system and are equipped to manage its implementation and handle troubleshooting issues. Operations staff can guide the configuration of the EDI system to align with the organization’s workflow. Finally, financial personnel can ensure their EDI investment is sound, oversee budgetary restrictions, and maximize potential cost savings.  

With a diverse team, companies can take a holistic approach to EDI implementation, which takes into account all aspects of business. 

4. Prioritize Training and Support

After the EDI implementation is complete, it is important to ensure that everyone who will be interacting with the new system has a thorough understanding of how it works and the changes it will bring to their workflow. This training should include not only the technical aspects of how to use the software but also a broader perspective of the operational shifts that will come with EDI integration.  

Moreover, training should be tailored to the specific needs of each role. For example, IT staff will need detailed technical training, while operations staff may need more process-oriented instruction. Consider creating easy-to-follow user manuals or guides as quick reference materials.  

It’s also essential to have technical support readily available to handle any issues that arise once the system goes live. The availability of support not only reduces downtime but also increases user confidence in the new system. 

5. Collaborate with Experienced EDI Solution Providers

 An experienced EDI solution provider can be a valuable resource during the EDI implementation journey. Their expertise and insights from previous implementations can guide companies toward best practices and help them avoid common pitfalls.  

These providers can offer tailored solutions that cater to specific business needs, enhancing the compatibility and efficiency of the EDI system. In addition, they can provide ongoing technical support, assisting with upgrades, troubleshooting, and ensuring system optimization. This ensures the smooth operation of an EDI system long after the initial implementation, allowing users to focus more on core business activities. 

6. Perform Thorough Testing Before Going Live 

Testing the EDI system before it is fully deployed can preemptively address a host of potential issues.  

It’s important to test if the data is being accurately and securely transmitted and if the system is integrating seamlessly with the existing IT infrastructure. Additionally, running simulations of typical transactions will ensure that the system is correctly translating, transmitting, and acknowledging EDI documents. 

Finally, conducting tests with trading partners goes a long way. This ‘pilot testing’ phase will ensure that both systems can communicate effectively with each other and any discrepancies in EDI standards or communication protocols are identified and resolved.  

7. Monitor and Review the EDI System Performance Regularly

Once the EDI system is live, it’s crucial to make sure it’s delivering the efficiency gains and expected cost savings.  

Develop key performance indicators (KPIs), such as reduced order processing times, lower error rates, or improved invoice accuracy, which can be regularly tracked.  

Collect feedback from system users and trading partners and use this feedback to further refine and optimize the EDI system. Remember, EDI implementation is not a one-off project but a continuous process of improvement and adaptation to evolving business needs. 


Implementing EDI offers tangible benefits beyond data exchange for businesses. It streamlines operations, enhances decision-making with real-time data, fosters stronger partner relationships, and ensures robust security. 

With careful planning, the right team, and a commitment to continuous improvement, businesses can seamlessly integrate EDI into their operations and reap its immense benefits. 

Astera Software is here to support businesses on their digital transformation journey. From choosing the perfect EDI solution to providing ongoing post-implementation support, Astera is ready to help every business streamline its processes and unlock its data’s potential.  

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