How to collect and define project requirements in the early stage of EDI project implementation?

Enterprises do EDI The first step of the project , It's usually clear EDI Project requirements , Only when the demand is clear can we know EDI Where is the key construction direction of the project . Let's talk to you today , How to collect and identify EDI Project requirements .

1. collect EDI demand

collect EDI Demand is not easy , In particular, mining the detailed 、 Deep needs . Many enterprises are doing demand research , Often due to the different descriptions and understandings of the two sides , It makes the demand deviate greatly in the process of continuous transmission , The functions developed in the end are quite different from the original requirements . Business people can't tell , Technicians don't understand , As a result, the final development results can not meet the needs of real business scenarios . 

that , How to do well EDI Demand survey , So that the requirements in the real business environment can be accurately communicated to the final developers ？ In summary, there are two points ： Grasp the general ideas and principles , Do well in three key links .

EDI The general idea of demand research is to take the business document type as the line , In terms of cooperation with trading partners as a whole , From thick to thin , First the whole, then the part . Let Management 、 Business people are clear about their needs （ Project boundary ）,IT When people develop, they don't deviate from the direction , Last EDI The system can meet the needs of business transmission with trading partners .

EDI The three key links of demand investigation are investigation of business department analysis scenarios , Make clear the actual demand and estimate the online time . The following is a detailed introduction to these three links ：

Investigate the business department and analyze the scene

Before investigating the business department and analyzing the scene , The first thing to do is to rely on EDI Users of the system determine the business departments to be investigated , You can do a one-time survey of all the things you need EDI The business unit of the system , It can also be researched repeatedly . For each department that needs to be investigated , Should specify the corresponding business counterpart , Make sure you communicate later 、 There is a designated person in charge of the testing phase , Requirements can be accurately communicated , Business documents and other details can be confirmed in time .

Identify the actual needs

Clear transport protocol 、 Mapping message types and their relationship with ERP Integration approach . If it's responding to the needs of trading partners , Then it means that the trading partner has a complete EDI System of systems , They can provide complete configuration requirements and message specifications ; If the enterprise itself wants to upgrade EDI, Then the transmission protocol and mapped message need to be determined by the enterprise . Besides doing EDI The implementation of , How to combine the existing business logic is also very important , It might involve ERP Integration, etc .

Zhixing software supports a variety of integration methods , Simply speaking , As long as the enterprise's business system supports any of the following solutions , We can all integrate .

Therefore, enterprises need to work with business system suppliers or be responsible for development ERP Of IT People confirm whether their business system supports the integration of these methods , According to the technical conditions , Choose the most suitable integration solution , Further data integration , Improve the level of modern information construction of enterprises , Help the development of enterprises .

Estimated online time

It's important to estimate the time to go online , You can make IT The Department arranges the project plan reasonably 、 Allocate resources .EDI The system is mainly responsible for the transmission part , So business teams and business systems are also very important , Only a lot of cooperation , To really improve the efficiency of the business .

2. Integrate EDI demand

Integrate EDI demand , It's to find out the pain points of all parties in the current enterprise , We have to build EDI The reasons and the project consensus , And define the scope of the project .

Companies in different industries EDI The value demands of construction are not the same , Therefore, we should pay attention to the collection and arrangement in the early stage of the project , Follow the decision-making level of the enterprise more 、 Business communication , Tap their focus , Find out what they really want , Then sort out the application scenarios of the project 、 functional requirement 、 Interaction requirements 、 Manage requirements , Estimate the project cycle, etc .

EDI Whether the project is successful or not , Ultimately, it depends on whether the enterprise can make rational use of the project after it is completed . Some companies have EDI The project failed to achieve good results , It's because we didn't think about the demand and started to build , Lead to a wrong step , Step by step in the wrong , The system can't solve the problems of enterprises , Not even at all , Decision makers will also question IT The value of the Department and EDI The meaning of the system . therefore , Deploy EDI Before the project , We need to integrate the needs first , Aim at the target and set off .

clear EDI Which departments use the system , Why does it produce EDI demand , In which scenarios , How much value can be brought after deployment , It's better to improve the overall performance or profit of the enterprise （ That is, there are visible 、 Quantifiable value ）.

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