25 Steps to a B2B Transaction

Steps 1 - 8

Steps 1 - 8

Implement

Step 1 Identify Trading Partners—Develop technical and business relationships to enable B2B transactions.
 
Step 2 Notify and Recruit Trading Partners—A critical success factor is high percentage participation by suppliers, customers, and other business partners.
Step 3 Identify and Apportion Costs—Understand expectations within your trading community. Communicate clearly who will pay key costs (software, fees, and/or services).
Step 4 Choose Document Formats and Specs—Various standards exist in different industries. Identify and understand the standards and versions your community uses.
Step 5 Discover Capabilities—Understand your trading partners' levels of technical sophistication so you can agree on an approach that meets your and their requirements.
Step 6 Establish Addressing and Security Needs—Match the addressing convention to the transmission method your trading partner prefers. Ensure that the technology is secure.
Step 7 Implement Trading Program—Set up the trading relationship. Configure the software and business processes to support the switch to electronic documents.
Step 8 Complete End-to-End Testing—Test connectivity and document compliance with your B2B community. Coordinate all scheduled testing and maintenance windows with trading partners.
Next: Steps 9 - 25