One thing is often missing – good record keeping!!! This is a topic we have blogged about many times and it cannot be overstated. Twice in the past few weeks I’ve encountered a changing of the guard at a customer's site where someone calls in a panic, “What’s our EDI ID?” or, “Our AS2 certificate is expiring, where’s the original?” Also, “Where are the EDI guidelines for abc company?” and, “Who’s the EDI coordinator at our big customer? Suzy coordinator has retired!!!”
Now more than ever, with all the change happening in our industry it is incredibly important to have a record, spreadsheet, database or Cloud storage of your EDI records with IDs, EDI Guidelines, AS2 certificates, software versions and a good contact list of who to call for help!!! If you cannot put this together, find a company who can help you document all of this information. Critical business processes depend heavily on EDI running smoothly so your success depends on that.
Have a great summer everyone, and document, document, document to support YOUR changing of the guard.
