Electronic Data Interchange Toolkit

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Maintain the accuracy and integrity of project information and data contained in the project database, regularly updating the database making modifications to ensure the information captured at the project level is accurate, complete and meets contract requirements.

More Uses of the Electronic Data Interchange Toolkit:

  • Confirm your planning ensures project results meet requirements regarding technical quality, reliability, schedule and cost.

  • Provide insight on and champion Process Improvement opportunities and the elimination of non value added work.

  • Use effective Decision Making and judgement to report work related issues to appropriate staff, maintain confidentiality and quality focus.

  • Perform research and self training for system tools, features, enhancements, and related areas.

  • Collaborate with management to identify and implement strategic initiatives to enhance customer relationships while reducing cost.

  • Support new supplier onboarding processes; provide new supplier training on relevant topics throughout pre production phase.

  • Interpret results using a variety of techniques, ranging from simple data aggregation via Statistical Analysis to complex Data Mining.

  • Support and lead the Service Management process to drive on time performance, manage customer expectations and improve Customer Satisfaction.

  • Systematize: technical skills assesses own strengths and weaknesses; strives to continuously build knowledge and skills; shares expertise with others.

  • Drive: design, development, and testing of Electronic Data Interchange, Data Management systems, computer System Architecture and system software organization.

  • Arrange that your organization complies; process and distribute invoicing, prepare and analyze Accounts Receivable reports, and reconcile monthly activity.

  • Ensure data courier interfaces and protection settings are in accordance with Policies and Procedures.

  • Ensure project and accounting data and information is organized, accurate, complete and current to support timely invoice generation and accurate Financial Reporting.

  • Confirm your organization perforMs Project support services for Project Managers and for the overall project services function.

  • Ensure your venture complies; partners with Supply Chain to match unit pricing and clear quantity exceptions and related purchase order issues.

  • Analyze initial supplier performance and processes for potential Supply Chain impact downstream of pre production process.

  • Lead finance and operations team meetings to ensure streamlined workflow and enhancement of operational processes.

  • Assure your corporation complies;
  • Organize and prioritize workload to meet deadlines; demonstrates logical analysis and Problem Solving skills.

  • Lead project team meetings in order to provide ideas, methods or changes to processes to improve Customer Satisfaction and overall efficiencies.

  • Identify and correlate multiple data points with related trends, issues, and underlying root causes.

  • Ensure you control; lead configuration and testing efforts for on boarding of new trading partners and new document types with integration and ERP software.

  • Deliver proactive outbound communication related to service disruptions while also providing potential solutions to mitigate impact to customer.

  • Arrange that your organization follows up with suppliers concerning order status and delivery, and communicates delivery information to impacted departments.

  • Make sure that your planning provides Technical Support during and after implementation for healthcare Electronic Data Interchange applications.

  • Arrange that your design complies; access information from a variety of systems and references to achieve the best solution for customer.

  • Confirm your strategy supports the team to ensure adequate Quality Control measures are in place to support project goals.

  • Manage: implement and maintain systemic setup of all materials and part numbers from initial project implementation until project enters series planning stages prior to start of production.

  • Be certain that your team complies; completes engineering projects and designs work involving adaptations and modifications to systems, equipment, materials and procedures.

  • Handle call pertaining to product and service complaints and enter all relevant information into the complaint tracking system.


Save time, empower your teams and effectively upgrade your processes with access to this practical Electronic Data Interchange Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Electronic Data Interchange related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Electronic Data Interchange specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Electronic Data Interchange Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Electronic Data Interchange improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. What Electronic Data Interchange skills are most important?

  2. What should a Proof of Concept or pilot accomplish?

  3. Record-keeping requirements flow from the records needed as inputs, outputs, controls and for transformation of a Electronic Data Interchange process, are the records needed as inputs to the Electronic Data Interchange process available?

  4. Is there a work around that you can use?

  5. Do staff have the necessary skills to collect, analyze, and report data?

  6. What other organizational variables, as reward systems or communication systems, affect the performance of this Electronic Data Interchange process?

  7. Where is training needed?

  8. Would you rather sell to knowledgeable and informed customers or to uninformed customers?

  9. Are there competing Electronic Data Interchange priorities?

  10. Are the Electronic Data Interchange benefits worth its costs?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Electronic Data Interchange book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Electronic Data Interchange self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Electronic Data Interchange Self-Assessment and Scorecard you will develop a clear picture of which Electronic Data Interchange areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Electronic Data Interchange Self-Assessment
    • Is secure: Ensures offline Data Protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Electronic Data Interchange projects with the 62 implementation resources:

  • 62 step-by-step Electronic Data Interchange Project Management Form Templates covering over 1500 Electronic Data Interchange project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Electronic Data Interchange project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Electronic Data Interchange project team have enough people to execute the Electronic Data Interchange project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Electronic Data Interchange project plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

Step-by-step and complete Electronic Data Interchange Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Electronic Data Interchange project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Electronic Data Interchange project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Electronic Data Interchange project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Electronic Data Interchange project with this in-depth Electronic Data Interchange Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Electronic Data Interchange projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Electronic Data Interchange and put Process Design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Electronic Data Interchange investments work better.

This Electronic Data Interchange All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.