Welcome to the final leg of our EDI Series! We've covered the different documents in the sales cycle, and it's time to discuss the best tips to ensure a successful implementation, putting all of these various documents and requirements in place with your system. 

✔ Having a competent project manager is crucial to ensure your EDI initiatives are conducted as smoothly as possible. The key person will keep track of documents, maintain an organized system for all trading partners, and ensure that a clear onboarding checklist is adhered to.

✔ Bringing on a new trading partner brings about working with different documents. Understanding each trading partner's timeline expectations and sharing information within the organization is imperative to ensure a stress-free and successful onboarding process. 

✔ Adding an EDI layer to your system is more than just an IT endeavor. Its successful implementation requires a collective effort that involves customer service, warehouse, and accounting departments. As outside consultants, our role is to help each of these departments to ensure that the project goes according to plan.

✔ Our senior consultant Shawn Sissenwein recommends the following points to consider in preparation and ensure that the project runs smoothly:

➡ Have an internal team in place and their roles defined

➡ Begin to formulate a forecast

➡ Provide a timeline of steps that must happen throughout the project

➡ Communicate clearly all of the objectives that need to be addressed

These steps ensure the project implementation runs seamlessly.

Learn more in this new episode of 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 —Effective EDI Implementation for Your Organization with Kerry Peters and Shawn Sissenwein ▶

Essential points covered in this episode:

[02:03] A strong PM is key to managing EDI

[03:18] Keep a list of each one of the trading partners and what documents you have

[03:59] Don't consider this as just an IT project

[05:51] The typical time period for project implementation

[07:39] How to prepare before getting outside consultants

 

#NewViewStrategies #BusinessCentral #Dynamics #Microsoft #ERP #ASN #EDI #ShippingLabels #PurchaseOrder #SupplyChainManagement #EfficientLogistics #DistributionManagement #AutomaticLabeling #InventoryTracking

 

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Shawn Sissenwein has been helping companies for 20+ years improve their business processes with Dynamics Business Central / NAV. She eagerly greets each project as a powerful chance to make a real difference for the organization and its employees. Shawn has a special talent and boundless drive for extracting hidden value from a client’s use of the system to improve their processes and provide enhanced service, regardless of how long they’ve been using the system. From her experience as a former Inventory Control Manager and a Systems Administrator, she truly “gets” what a company needs from their BC / NAV system and what frustrates a typical user just trying to get their job done. Layered on top are roughly 50 implementations across every industry, helping companies grow through expansion and mergers, and she cannot wait to unpack the power of BC / NAV for you.

 

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About Kerry Peters & New View Strategies:

 

Kerry Peters is the CEO of New View Strategies, a company known for solving mission-critical business problems and a straight-talking, experiential approach to training and process improvement for Microsoft Dynamics 365 Business Central and Dynamics NAV. Our relationships are long-term, and our clients report that they have boosted efficiency, solved business problems, and had fun in the process! 

 

Let the experts help you tap into the true power of your BC / NAV system. 

 

You're struggling with challenges, and you know your Business Central / NAV ERP solution can help, but you're not sure how. We do. Whatever you're challenged with or searching for, we've been there – as a user and partner. You won't find the level of no-nonsense, front-line experience we offer anywhere else, and we're here to put that experience to work for you. 

 

✅ Why Choose New View?

 

With our team's average of 15 years of real-world BC / NAV partner and end-user experience, we know where to look and what to ask to discover how to make your BC / NAV investment work better for you.

 

Contact us today: https://getyournewview.com/services/