Steps 1 – 8
Identify Trading Partners—Develop technical and business relationships to enable B2B transactions.
Notify and Recruit Trading Partners—A critical success factor is high percentage participation by suppliers, customers, and other business partners.
Identify and Apportion Costs—Understand expectations within your trading community. Communicate clearly who will pay key costs (software, fees, and/or services).
Choose Document Formats and Specs—Various standards exist in different industries. Identify and understand the standards and versions your community uses.
Discover Capabilities—Understand your trading partners’ levels of technical sophistication so you can agree on an approach that meets your and their requirements.
Establish Addressing and Security Needs—Match the addressing convention to the transmission method your trading partner prefers. Ensure that the technology is secure.
Implement Trading Program—Set up the trading relationship. Configure the software and business processes to support the switch to electronic documents.
Complete End-to-End Testing—Test connectivity and document compliance with your B2B community. Coordinate all scheduled testing and maintenance windows with trading partners.
Steps 9 – 25
|Generate Transaction Document—Initiate a B2B transaction using back-office systems such as enterprise resource planning (ERP), order management, or supply chain management (SCM) systems.||Establish Connection—Connect to your trading partner directly or via shared services, such as VANs or marketplaces. Use any type of network, ranging from the Internet to T1/E1 lines to dial-in.|
|Put Data in Standard Document Format—Convert the transaction document from the back-office system format to the correct community standard such as EDI, XML, CIDX, HIPAA or RosettaNet.||Send Authentication and Validate Sender—Ensure that the document came from the correct trading partner. Ensure that your trading partner intended to send the document to you.|
|Establish a Connection—Connect to your trading partner directly, or via shared services such as VANs or marketplaces. Use any type of network, ranging from the Internet, to T1/E1 lines, to dial-in.||Ensure Confidentiality—Use encryption over the public Internet via AS2, S/FTP or VPNs, or use private network connections with your trading community.|
|Send Authentication and Validate Recipient—Ensure that your communications are sent to the correct trading partner. Assure your trading partner that the received document is from your company.||Receive Document|
|Ensure Confidentiality—Use encryption over the public Internet via AS2, S/FTP or VPNs, or use private network connections with your trading community.||Acknowledge Receipt—Make sure your trading partner knows you received the document. Choose from a variety of electronic mechanisms.|
|Send Document||Convert Data Into Required Format for Processing—Convert the received document into a format your back-office systems can process.|
|Validate Delivery—Ensure the trading partner has received the document. Choose a mechanism that is compatible with your systems.||Process Transaction—Deliver the document to your back-office system for processing.|
|Reconcile Transaction with Origination Point—Provide visibility into the transaction’s status. Avoid errors, phone calls, and rework.|