Flexible SaaS solutions for scalable software delivery, enabling businesses to access applications anytime, anywhere, with minimal infrastructure costs

Tag Archive for: SaaS

This post was updated to reflect current trends and information.

EDI communication, although it may still have a bad rep for being too complex and expensive, is growing in popularity amongst businesses. It still remains to be the best and most secure method of exchanging electronic information between Trading Partners. Does it have to be so complex and expensive? Not at all! It’s whom you choose to hire as your EDI Provider that makes all the difference. Most large Providers are not flexible enough to deal with Small and Medium Enterprises. This was a problem in which our EDI experts realized over 20 years ago and eventually found a solution.

Read: What is EDI (Electronic Data Interchange)?

The Solution – Fully Managed EDI Service

EDI2XML is a translation tool that converts EDI documents to XML/CSV format (based on a pre-defined schema) for incoming documents (and vice versa for outgoing documents). XML is a format that is easily readable by any business person, no matter their IT or EDI knowledge. It is also easier to integrate this XML document into the company’s management system – automating and simplifying the whole communication process. On top of all this, we understand that not all businesses have an internal IT team, which makes implementing new software solutions difficult and complicated for the business executives. We then needed another solution to another problem. We came up with EDI2XML Managed Services.

Basically, this SaaS cloud offering enabled companies to exchange via EDI with their Trading Partners without lifting a finger. How great is that? Our team picks up any incoming EDI documents straight from the customer’s Trading Partner’s mailbox, converts it into the desired XML format of the customer, and sends it to the customer or integrates the data straight into their management system. Outgoing documents works in the opposite way; we pick up any outgoing XML files extracted from the management system, we convert it into EDI format to then send it straight to the Trading Partner.

Key Benefits of Managed EDI Solution

  • Improves customer/partner relationships
  • Doing business with the large retailers, who require their partners to use EDI, is finally made possible
  • Staff can focus on their core business tasks rather than on manual data entry for incoming orders
  • The B2B flow of information is enhanced and simplified
  • Exchanging via EDI is affordable for the smaller companies
  • Improves order processing cycle time reductions; invoices and POs can be processed within hours rather than days/weeks
  • Documents are more accurate (reduced errors) as there is no manual data entry required
  • Cash flow is also improved since electronic invoicing via EDI increases the speed of payment by the customers
  • Employees can quickly access order statutes or other important information to make strategic decisions

All in all, EDI2XML has indeed eliminated many supply chain inefficiencies that companies are living with today and has provided accuracy and timeliness for order processing. Our team is also very flexible and understands that EDI communication can differ between companies, retailers, etc. After being in the EDI communication business for over 20 years, we’ve seen a lot! Selling a solution is not the way to go – it’s about solving a problem by improving processes. Let us handle your EDI communication process.

Contact us for a free EDI Consultation so we can better understand your EDI requirements, specific to your business

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This post was updated to reflect current trends and information.



Should we migrate our EDI integration and processing platform to a SaaS EDI platform or instead, adopt an EDI translation software on-premises?

The above question is asked by many business executives when involved in EDI integration projects, either when a contract or license with their current EDI provider or translation software comes to an end or before signing for a new EDI business relationship with a new partner. All of these reasons are valid and lately, this topic of discussion is being brought up much more, simply due to the popularity of “cloud” enhanced capabilities and security and Software as a Service (SaaS).

More and more enterprises are working to improve their supply chain management, which leads to companies adopting software applications (as a service). This allows them to increase efficiency, provide higher availability, reduce costs and increase profitability.

Today’s article will address the points every business owner should be evaluating when looking for an answer to the above question.

Enterprise IT Governance & Policy

The first thing to look at before making a decision on whether to go with SaaS EDI or to adopt an EDI translation software, is the company’s policy and IT governance, i.e. the rules and procedures that govern technological implementations and processes. What is the policy and general rule to implement software systems (including EDI)? What are the security measures and privacy rules?

Most companies of different sizes establish strict IT governance rules and procedures and follow these guidelines as much as possible. From my own observations, I have noticed that many enterprises, that have more than 20M of revenues per year and that use enterprise software such as JDE or SAP, have strict rules stating that they can only deploy software solutions on their own premises. However, today we are seeing more of these enterprises going for cloud and SaaS offerings, as it fits their needs much better.

EDI Volume

The second important point to look at is the volume of EDI data you wish to exchange with your business partner (or the current volume if you are already on EDI). This will give a good indication as to what direction your company should be leaning towards. In my professional opinion, the volume of EDI transactions is not the only factor when deciding to convert to SaaS EDI or to adopt translation software, but it is an important parameter.

Point-to-point EDI or VAN

The third point is to look at statistics about EDI connectivity with your current EDI partners, or forecast them if you are new to the EDI world. In today’s digital world, most EDI transactions are going point-to-point between business partners in a very secured manner using the Internet pipeline and secured protocols such as AS2, sFTP, FTP, etc. There are less transactions going through a VAN in comparison to a few years ago, as VANs charge additional expenses for EDI connectivity, which can add up and become quite costly.

Current IT Architecture & Team

A company’s IT architecture and team are extremely important when making decisions about EDI integration and implementation. If the company decides against the SaaS EDI model, does it have all the necessary hardware infrastructures, connectivity protocols and security to internally handle all kinds of EDI processing? Is the IT team equipped to handle such a project? Do they have the expertise and know-how to implement, manage and monitor EDI processes, transactions and translations? If the answers to the above questions are ‘no’, then the enterprise is better off with the SaaS EDI model.

EDI Translation Software Licensing

Don’t forget to evaluate the EDI translation software itself, from cost to functionalities to yearly maintenance and support to the ongoing development and programming during and after the implementation phase. It is also important to evaluate the capability of the IT team working with the EDI translation software.

Read: Take this QUIZ: Is your business cut out for on-premises EDI software?

SaaS EDI Service Provider

Whether using the services of a provider under the SaaS model or on-premises, it is crucial to select the right service provider for EDI. SaaS EDI providers should have a lot of experience in not only EDI but also in EDI and systems’ integration. In addition, the turnaround and customer service and support for that provider are key points for a decision. Keep in mind that some major SaaS EDI providers only see your business as an opportunity to increase revenue and stock value instead of focusing on giving a personalized and amazing customer service.

Conclusion: SaaS EDI or EDI Translation Software?

We are aware that the selection process and choice between SaaS EDI and EDI translation software is a challenging one. We believe that by having the right mechanism and people in place, enterprises of any size can make educated decisions based on what’s best for their business.

If you need more information or help in determining which model you should go with, please contact our EDI team for a free consultation.

Free EDI consultation

This post was updated to reflect current trends and information.

As an EDI expert, I receive many questions related to deployment of the EDI software. “Should our business go with on-premises or “in the cloud”?” As many business executives are not sure which way to go, I have listed a few questions that will make their EDI deployment decision easier.

Below are the right questions to ask yourself in order to make the best decisions for your company when it comes time to implementing EDI software.

Please note: if your major problem is how to integrate EDI with JDE, please refer to my previous blog entitled, ‘How to Solve the Biggest EDI Integration Problems with JDE’.

1. Do we have the proper in-house EDI expertise?

Before making any decision about how to deploy EDI2XML, Namtek’s EDI conversion solution, or any other EDI software internally, one should ask the very basic question: Do we have an IT professional in-house with a basic understanding of EDI? A basic understanding is all an IT expert needs when dealing with EDI2XML on premises.

2. Do we have the expertise to work with XML?

The second question is of course asking whether your internal IT team has the necessary capabilities and expertise to work with XML and its schemas. An IT professional having expertise in XML is much more probable than EDI expertise. However, never assume, as it is always best to confirm this beforehand.

3. Do we have enough time for our IT resources?

Once you realize you have an in-house IT team with the expertise in EDI and XML, you need to evaluate if they have enough time to handle an EDI implementation project. Many executives underestimate the time and effort involved in EDI communication, especially if their IT team is handling other priority projects and tasks. The same question should be asked if the company does not have an in-house team and has hired outside IT consultants for their day-to-day IT needs.

Read: SaaS EDI or On-Premises EDI Translation Software: What you should know

4. Do we have the necessary IT infrastructure?

Another very important factor to consider before deploying EDI translation software on premises is your company’s current IT infrastructure. If your current hardware and infrastructure cannot support an EDI software solution, then it is time to invest, which can of course add more costs to your project’s budget. Nowadays, many business executives do not want to worry about this and have opted for “cloud-based” software services. Adopting SaaS solutions (Software as a Service) does not require any investment in IT hardware and infrastructure.

5. Can my current ERP software handle EDI integration?

Any time there is an integration project within a company, a crucial question to ask is if your current ERP software (if your company even has one) can handle EDI integration, or any add-on software integration. If your company is still running a legacy software system or out-dated software, with no support and maintenance, integration becomes very difficult. The best way to go for any integration project, including EDI, is to begin with an upgradable and scalable management software solution where integration is easy and quick.

Please review my article about the importance of fully integrated software in a business of any size.

Where do we go from here?

If you’ve answered “YES” to all 5 questions above, then your company is suited for an on-premises EDI implementation process. However, if you’ve answered “NO” to at least one of the questions, then it is best to go with an EDI conversion service that does the complex work while your team of IT consultations take care of the integration with your internal software system. If however you do not have an internal IT team, then simply go with an EDI software solution “in the cloud” with full service. At this point, you wouldn’t need any IT infrastructure or in-house IT team as all you would need to do is hire an outside team of EDI experts to implement and handle the EDI communication. Please check out our EDI2XML as a Service for more information on how an EDI solution “in the cloud” works.

If you need further help in determining what the best steps are for your company, I am be happy to offer my team’s long time EDI and systems’ integration expertise for a Free Consultation.

Free EDI consultation


This post was updated to reflect current trends and information.


In today’s competitive world of eCommerce, mobility, and electronic business transactions, small and mid-sized enterprises are facing more and more challenges with “integration”.  It is not an option anymore for an SME to be able to communicate and exchange business data electronically with its partners; it is a “necessity”.

Major retailers, manufacturers, transport companies, health institutions, and insurance companies in North America are requesting, more than ever before, that their trading partners comply and become capable of exchanging electronically business related data.

Whether it be a purchase order (850), an advance shipping notice (856), an invoice (810) or a payment remittance advise (820), all these EDI documents are becoming essential to the daily activities of an SME.

More often than not, SMEs do not contest the demand to comply with these methods of communication enforced by the “major players”, considering the flexibility and efficiency EDI delivers for both business partners in the long run. However, during the process of beginning an EDI project, a lot of pressure is put on the executives and employees of an SME for the following reasons:

Limited IT resources

In general, SMEs have a small team of IT people that are busy running their day-to-day operations. Adding EDI integration projects on their shoulder complicates their lives. In some smaller businesses, there may not even be an IT technician on staff.

Limited or No EDI experience

Even when an SME has enough IT resources, EDI expertise is very rare and hard to find. IT developers and programmers tend to follow the new trends and work with the most recent technologies of data exchange such as XML or JSON, rather than developing expertise with an old complex protocol like EDI.

Expensive EDI consultants

When a company does not have enough expertise in EDI, normally they call the services of outside consultants and developers for such needs. It is not a secret that experienced EDI consultants are very expensive nowadays.

Time consuming to build

Assuming the internal resources and EDI expertise exist within an SME, it takes a long time to build an EDI solution that integrates seamlessly with their own internal ERP systems. In fact, it takes much longer to stabilise such a solution, in the sense that every department in the company will be going through the same cycle of “trials and errors” as the developers, before one could say that the solution is perfect. It could take months or even years to have a stable and strong EDI software solution.

The above points make an EDI integration project a burden for an SME. It can become a very expensive step that most companies cannot afford especially in this economic time. Even worse, it is an option that they cannot escape from if they want to do business with big players, like Wal-Mart, Amazon, etc.

Read: EDI2XML | SAAS EDI translation software

Therefore, what is an alternative option that could provide the possibility to comply with EDI, without incurring the upfront huge investments on labour, software licences, and hardware architecture? Which option will increase efficiency during and after the implementation stage?

Convert EDI to XML “as a Service”

In the last few years, the model of using services and software under the SaaS model (Software as a Service) where companies and individuals pay a monthly subscription fee for its use has become very popular. Many companies are adopting this model for their IT needs since it has been proven to be secure and reliable.

The same concept of “service” exists with EDI also!

EDI2XML

When an SME subscribes to this service, it means that it selected the shortest possible path to integrate EDI into their system, using the most cost effective manner:

  • No need to install any EDI software or licences on premises (on their servers)
  • No need for expensive EDI consultants
  • No need to hire in-house developers with high level of EDI experience

Any integrator with a decent knowledge in data structures, such XML, and an understanding of the architecture of the company’s system and how to integrate external data within, will be able to accomplish such projects on time and on budget.

Basically, EDI2XML would be used as a hub for converting the data:

  • From EDI to XML in the case for incoming documents
  • From XML to EDI in the case for outgoing documents

With this model in place, all the complexity related to EDI mapping will be eliminated. SMEs will have easier and better control at the application level, using a structured format like XML.

In addition to the above, the EDI2XML team will support the developers in their projects, by providing assistance and help on how to read and interpret the EDI2XML formatted EDI.

Free EDI and System Integration consultation