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All Content © 2014 EXTOL Interna6onal, Inc. presented by
Click to edit master /tle style Modernizing EDI: Best Prac5ces for Project Planning, Migra5on, and Opera5ons
Jim O’Leary Jeff Inns VP Product Strategy VP Customer and Product Infrastructure EXTOL EXTOL
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Classic versus Modern EDI
Modern EDI: + More applica6on, service, data endpoints + XML, spreadsheet, complex files, other + End-‐to-‐end process automa6on + Synchronous, real-‐6me response + Managed file transfer, governed access + Self-‐serve visibility and excep6on alerts + Modeling and configura6on, not coding
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Suppliers / Service Providers Customers Cloud / SaaS Applica/ons & Services
External Loca/ons, Partners, and Services
Enterprise Applica/ons Enterprise Data
Data Warehouse
Opera/onal Data
Business Intelligence
On-‐premise Applica/ons, Services, and Data
Your Business
Classic EDI: • External partner + simple data endpoints • Simple inbound and outbound processes • Batch-‐oriented processing • Standard EDI documents plus flat files • Coded integra6on with applica6ons • Ungoverned file transfer and access • IT-‐dependent repor6ng and audi6ng
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Key Issues for Planning and Migra5on
• What informa6on should you capture before modernizing?
• How can a project repository save 6me and reduce cost?
• How does paWern reuse facilitate migra6on and onboarding?
• How can automa6on amplify reuse benefits?
• Which policies prevent problems downstream?
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Profile: EXTOL Interna5onal
• Provider of business integra6on soYware and services since 1989 • 800 Customers in Transporta6on, Logis6cs, Distribu6on, CPG, Food,
Apparel, Industrial Manufacturing, Health Care, Pharmaceu6cals
• How we’re different: • One solu6on for all integra6on needs
• Faster, simpler implementa6on and opera6ons without sacrificing power
• Unmatched customer service and support
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EDI Moderniza5on Op5ons
1. Do nothing and live with the consequences 2. Augment legacy solu6on(s):
• Assume an EDI “happy path” and code the excep6ons • Add point tools and manage mul6ple solu6ons • Engage service(s) to add isolated capabili6es
3. Migrate to a “Modern EDI” solu/on
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Why Migrate?
Maintain and coordinate one skill set and resource pool for all integration projects
! Fewer hand-offs, delays ! Higher skills availability ! Higher productivity ! Lower training costs ! More predictable delivery
!
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EDI Moderniza5on Phases
Planning Enumerate goals and constraints Establish project infrastructure and policies Inventory legacy system Perform gap analysis based on current and anticipated use cases Choose an implementation model Identify supplemental resource needs Select modern EDI solution Define roles and assign personnel Train planning and migration staff Choose a modernization strategy Define integration architecture Establish project schedule
Planning
Migration Develop templates and other reusable, shared objects Define scope and target for upcoming sprints Gather inputs to upcoming sprints Perform migration / implementation sprint Deploy and go live with new integrations
Migration
Ongoing Operations Assess status and outcomes continuously Refine plans and best practices as you gain experience Capture metrics and maintain visibility to stakeholders Exploit templates when onboarding new partners Conduct post-project review
Ongoing Operations
…
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Planning Best Prac5ce: Assign Clear Roles and Responsibili5es
Architect Project Lead Gatherer Planner Designer
• Analyze required integration processes
• Conduct Proof of Concept
• Install / Configure tools and middleware
• Maintain Communication• Stakeholders• Team• Trading Partners
• Issue status updates
Builder Tester Deployer Operator
• Gather specifications• Gather test data• Create repository• Analyze data
• Create test andoperations plans
• Verify infrastructure plan(hardware, VM/OS, communications, etc.)
• Research base configurations
• Design base configurations
• Build base configurations• Deploy base
configurations• Conduct unit tests
• Execute plan• Verify unit testing• Create archives
• Promote archive• Notify users
• Monitor applications• Handle exceptions• Execute operations
plan
Key: Internal Role/ActivityOutsourced Role/ActivityShared Role/Activity
Trainer
• Create documentation• Present documentation• Deliver training
Architect Project Lead Gatherer Planner Designer
• Analyze required integration processes
• Conduct Proof of Concept
• Install / Configure tools and middleware
• Maintain Communication• Stakeholders• Team• Trading Partners
• Issue status updates
Builder Tester Deployer Operator
• Gather specifications• Gather test data• Create repository• Analyze data
• Create test andoperations plans
• Verify infrastructure plan(hardware, VM/OS, communications, etc.)
• Research base configurations
• Design base configurations
• Build base configurations• Deploy base
configurations• Conduct unit tests
• Execute plan• Verify unit testing• Create archives
• Promote archive• Notify users
• Monitor applications• Handle exceptions• Execute operations
plan
Key: Internal Role/ActivityOutsourced Role/ActivityShared Role/Activity
Trainer
• Create documentation• Present documentation• Deliver training
Example:
Architect Project Lead Gatherer Planner Designer
• Analyze required integration processes
• Conduct Proof of Concept
• Install / Configure tools and middleware
• Maintain Communication• Stakeholders• Team• Trading Partners
• Issue status updates
Builder Tester Deployer Operator
• Gather specifications• Gather test data• Create repository• Analyze data
• Create test andoperations plans
• Verify infrastructure plan(hardware, VM/OS, communications, etc.)
• Research base configurations
• Design base configurations
• Build base configurations• Deploy base
configurations• Conduct unit tests
• Execute plan• Verify unit testing• Create archives
• Promote archive• Notify users
• Monitor applications• Handle exceptions• Execute operations
plan
Key: Internal Role/ActivityOutsourced Role/ActivityShared Role/Activity
Trainer
• Create documentation• Present documentation• Deliver training
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Planning Best Prac5ce: Use a Project Repository
Planning Ongoing Operations
Project Repository
Mapping Tables
Sample Applica/on
Data
EDI Sample Data
Document Metadata
Applica/on Interface Specs Goals and
Constraints
Project Schedules
Trading Partner Specs
• Secure • Multi-user • Versioned • Managed
Migration
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Planning Best Prac5ce: Perform a Mul5-‐level Gap Analysis
Current capabilities Current and future needs
Classic EDI Tools and Practices
IT Department
Classic EDI Processes
Map
Partner Communi-
cations Database Insert
Document
Document
Classic EDI Infrastructure
Transfor- mation
Communi- cations
Partner management Activity
reporting Auditing
XML Email S/FTP/S Modern EDI Life Cycle Tools and Practices
Event
Schedule
Spread-‐ sheet
Business Process
AS2 Data base
Flat File
MFT
Appli-‐ ca/on
Web Service
Monitor Modern EDI Integra/on Model
IT Department Business Depts
Map
Partner Communi-
cations Database Insert
Document
Document
Modern EDI Infrastructure
Transfor- mation
Adapters
Partner management
Activity monitoring
Auditing / diagnosis
Application integration
Data integration
Process automation
Real-time integration
Web Services
Classic EDI System Modern EDI System
Integration Architecture
Integration Deliverables
Skills and Best Practices
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Addi5onal Planning Best Prac5ces
• Iden6fy opportuni6es to streamline and refactor business processes in ways that exploit the strengths of the modern EDI solu6on you choose
• Establish clear Test and Produc6on promo6on policies
• Consider trading partner size / importance, rela6onship status, complexity, competence, and change history when planning your migra6on sequence
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Migra5on Best Prac5ce: Iden5fy Reuse Opportuni5es Early
Project Repository
Migration Planning
Partner-‐ Specific
Key: PaXern-‐ Specific
Partner Metadata, EDI Sample
Data
Partner Endpoints
Events, Schedules
SLAs, Opera/ons
Reqs Document Defini/ons
Legacy Maps, Mapping History
Pre-‐built Adapters, PaXern Analysis
Integra/on PaXern Analysis
Document Metadata, Sample Data
Standards
Map Templates, Dic/onaries, PaXerns
Adapter Templates
Process Templates
Project Templates
Ongoing Operations
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Migra5on Best Prac5ce: Amplify Reuse Benefits by Exploi5ng Automa5on, Where Possible
• Packages (e.g., Inbound Orders, Outbound Ship Notices)
• Business Processes • Input / Output Adapters • Data Transformation maps • Source / Target Document Schemas • Other (variables, globals, etc.) • Shared objects (e.g., Notifications)
Customer A Project
Example: Use Automated Tooling to Generate and Customize Projects
Customer B Project
Customer C Project
…
Customer Z Project
Project Generator
“EDI Customer” Project Template
Partner Spreadsheet
Customize • Mapping changes • Adapter settings • Events / schedules
Test • Connections • Diff outputs • Other
Deploy
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Project C
Migra5on Best Prac5ce: Migrate and Onboard in Short, Manageable Sprints
Project Repository
Customize Maps
Customize Adapter Settings
Configure Events and Schedule Activations
Deploy Project
Test and Verify Results
Project B Project A
• Endpoints • Schemas • Maps • Adapters
• Processes • Events • Schedules • etc.
Shared Objects • Templates • Common sub-‐processes • etc.
Generate Project(s) from Template(s)
(next sprint)
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Addi5onal Migra5on Best Prac5ces
• Conduct a full life cycle dry run at the beginning of the Migra6on phase to iden6fy and resolve process and policy issues
• Avoid “go-‐live” events prior to weekends and holidays
• Employ vendor services as appropriate to shorten the learning curve, mi6gate risk, and reduce 6me to value
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Ongoing Opera5ons Best Prac5ce: Standardize Excep5on Handling and Manage by Excep5on
Project A Project B Project C … Project Z
Common Exception
Processing and Notification
Process
Business Departments
EDI / IT Staff Customers / Suppliers /
Service Providers
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Ongoing Opera5ons Best Prac5ce: Reuse Migra5on Templates When Onboarding New Partners
Project C
Project Repository
Customize Maps
Customize Adapter Settings
Configure Events and Schedule Activations
Deploy Project
Test and Verify Results
Project B
New Partner Project • Endpoints • Schemas • Maps • Adapters
• Processes • Events • Schedules • etc.
Shared Objects • Templates • Common no/fica/on process • Common adapters
Generate Project(s) from Template(s)
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Addi5onal Ongoing Opera5ons Best Prac5ces
• Delegate rou6ne repor6ng and inquiries to business departments
• Establish log reten6on policy based on industry, document type, and partner inquiry paWerns
• Develop and document processes for rou6ne backups and disaster recovery
• Conduct periodic review of excep6on-‐handling and no6fica6on prac6ces
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EXTOL Simplifies EDI Moderniza5on
Suppliers / Service Providers Customers Cloud/SaaS Applica/ons & Services
EXTOL Business Integrator
Dashboard / Reporting / Activity Monitoring
External Loca/ons, Partners, and Services
Enterprise Applica/ons Windows / Linux / VMware Enterprise Data
On-‐premise Applica/ons, Services, and Data
Data Warehouse
Opera/onal Data
Business Intelligence
Design-time Studio
Integration-as-a-Service option
Repository
• Migra&on
• Onboarding
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Ques5ons?
Contact:
Website: www.extol.com Email: [email protected] Phone: +1 (570) 628-5500
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