we are excited to work with you.
Whether you’re just getting started with EDI or migrating to TrueCommerce, we have a plan for you.
let’s talk about the setup.
Every customer is unique, we understand that and we’re here to adapt to your needs.
However, at the core, each setup follows the same general process and guidelines.
Check out the outline of our plan below.
Initiation
Kickoff Call
Project Plan Overview
Business Process Review
Configuration
User Overview Training
Prepping your ERP
Integration Checklist
Document Mapping
Testing
Confirm data flow
Review data accuracy
ERP Cycle Testing
Partner Testing
Go-livE
Move to Production
Hyper-Care Monitor
Transition to Support
communicating with your suppliers.
As part of the planning phase of the onboarding process, we will agree with you the way in which we will communicate with your suppliers.
• We will discuss the onboarding process and documentation required for the project.
• We will customise the supplier information pack.
• We will agree on the use of logo’s – often co-branding the documents gives the best focus for suppliers.
We recommend that you make the initial contact with your suppliers so that they are aware of the project and who we are as we find that projects are more successful if suppliers are aware of the situation. We will however guide you on the content of the email you send to your suppliers. An example, can be found in the resources section at the bottom of this page.
the tools we use.
SAMS
We use a centralised in-house onboarding tool called SAMS (Supplier Adoption Management System) to manage the onboarding process and provide you with full visibility of the progress of the project.
The use of SAMS facilitates a consistent and accurate onboarding process ad speeds up the onboarding process for you and your suppliers.
Once the supplier list you provide us with is uploaded to SAMS, the tool is used to email suppliers, send questionnaires, send reminders, store responses, provide MIGs, FAQs and other documentation, configure users for testing and provide progress reports to you.
You will also be able to monitor the progress of testing yourselves through your login, with quick and easy access to the status and details of any supplier communications, outbound communication and responses and updates added by our consultants.
SSOB
TrueCommerce has invested in SSOB (Supplier Supported On-Boarding), a custom built testing toolset designed for your integrated suppliers to test the messages they send to you (it does not apply to any suppliers who connect via the OneTime web portal).
We understand what is involved for suppliers in connecting to and then exchanging EDI messages with their customers who have varied capabilities and expectations. SSOB automates and improves the testing and feedback processes to help integrated suppliers connect more quickly and easily.
We have produced an on-boarding process that will allow your suppliers to choose an EDI format that works best for them (and has been agreed with you), and then guides them through the testing required to ensure the go-live process is as smooth and stress-free as possible. The process allows suppliers to test files for themselves, there are no delays in getting files tested and suppliers get a response within a few seconds together with an explanation of any issues. Testing can be undertaken at any time of the day, especially useful when resource may be located overseas. We keep a full audit trail all activates during the testing stages.
This does not mean that suppliers are on their own. We will monitor progress and we are available to assist suppliers and answer any questions they may have during the process.
…..what’s next?
Your implementation specialist will be in touch to kick off your project.
In the meantime, the below resources provide further information on the onboarding processes.
onboarding flow diagram
For further information on the steps involved in onboarding your suppliers here is a diagram illustrating the process.
initial communication sample
We recommend you write to your suppliers (with our guidance) to inform them of the project. Here is an example.
supplier questionnaire sample
As part of the onboarding process we will send out a questionnaire to your suppliers from SAMS. Here is an example.
sample faq
Here are some examples of the questions and answers that will accompany the supplier questionnaire.
supplier details
Here is a list of the contact information we will need for each of your suppliers. We will provide you with a template to populate.
GLOSSARY of key terms
Here is a glossary of terms that will be used during the project that you and your team may find useful.