Optimize your EDI organization: 3 key strategies for success 

Electronic Data Interchange (EDI) has long been a cornerstone for businesses seeking efficiency, accuracy, and speed in their supply chain operations. However, simply implementing EDI is not enough; optimizing your EDI organization is crucial for maximizing efficiency and strengthening business relationships. 

This article explores the importance of optimizing your EDI organization and offers key strategies to help your business achieve it effectively.

The importance of EDI optimization for businesses 

According to McKinsey, 70% of digital transformation projects fail or don’t deliver the expected value. CIO.com suggests that this failure often results from a lack of stakeholder involvement and business engagement.  

Therefore, it’s important to emphasize that optimizing your EDI is not just about implementing new technology; it’s about transforming how you organize and own your EDI setup – and ultimately how you interact with trading partners. 

Spoiler alert: There’s no single correct way to organize your EDI. It depends on the size of your company and level of integration maturity. The key is understanding your unique needs and crafting a structure that supports efficiency and control, while deciding where specific EDI tasks belong within your organization. 

However, following these three key strategies can serve as a guideline for successful EDI optimization: 

Key strategies for successful EDI optimization 

1. Make EDI a strategic goal at top management level

Strategic commitment from your top management is crucial for EDI success. Without it, EDI initiatives will likely falter. Start by asking yourself what you want to achieve with it. Perhaps you want to save time, ensure timely invoicing, or strengthen ties with your partners even further?  

An initial step could involve creating an ROI assessment to gain buy-in from management. 

2. Decide who is the product owner of your EDI setup 

Identify who owns your EDI project internally within the company. Investing in a great product is one thing, but investing in the resources to own and manage it is another. Therefore, it’s crucial to allocate internal resources for your EDI project if you want it to succeed. 

The next step is to assign daily tasks to the appropriate individuals, considering the following responsibilities:  

  • Daily surveillance and support 
  • Partner onboarding 
  • Development

Additionally, the product owner must foster collaboration between IT and other departments and provide essential training for those involved. 

3. Decentralize your EDI tasks to save time and gain better customer service 

Organize your EDI setup strategically by assigning EDI tasks to relevant business departments. Treating your EDI setup as a mysterious “black box”, whether due to outsourcing or keeping it in your IT department, can lead to inefficiencies, miscommunications, and errors.  

By shifting tasks away from the IT department, you can bypass bottlenecks, eliminate delays, increase responsiveness, and enhance decision-making speed. Ultimately, decentralization allows you to assist customers more efficiently and cultivate closer partnerships with your trading partners. 

To achieve this, choose an EDI solution that allows you to engage your line of business in the EDI processes, ensuring transparency and control. 


By embracing these strategies, you can unlock your organization’s full EDI potential.  


Optimizing your EDI organization is a multi-faceted endeavor that requires strategic commitment, dedicated resources, and a decentralized approach. By applying these key strategies, businesses can achieve greater efficiency, improve customer service, and foster stronger partnerships.  

Ultimately, a well-optimized EDI setup is not just a technological advantage—it’s a strategic asset that drives business success. 


Interested in taking your EDI processes to the next level? Contact us to discuss your needs and see how our EDI solution can help you achieve your business goals.