- The client sought to accelerate vendor onboarding and reduce integration costs by implementing a scalable and reusable framework.
- This would cut down development time, improve operational efficiency, and deliver long-term cost savings.
Streamlining CRM & EDI Integration
This case study highlights how EasyStepIn transformed a US-based CRM provider by streamlining EDI integrations and vendor onboarding. Leveraging Dell Boomi, AS2, and FTP automation, the solution improved sales order processing and invoice management. The result was 55% faster EDI onboarding, 30% cost savings, and enhanced exception handling. This modernization positioned the client for scalable growth and operational efficiency in the retail and bakery sector.
Client Background & Overview
The client is a US-based CRM provider catering to businesses in the bakery, retail, and grocery sectors. Their platform manages customer interactions, sales orders, and invoicing for various retail businesses, ensuring seamless operations for vendors and suppliers. As their business expanded, the client faced challenges in integrating Electronic Data Interchange (EDI) processes with their vendors, requiring a scalable and automated framework for sales order creation, invoicing, and exception handling.
Project Metrics at a Glance
Business Challenges
Sales Order Errors
Growing vendor base required automation to process EDI 850/875 files and generate accurate sales orders in NetSuite.
Delayed Invoicing
Lack of automation in sending 997 acknowledgments and 810 invoices led to bottlenecks and delayed payments.
Error Handling Gaps
Manual intervention in failed EDI transactions caused delays in exception handling and inefficient reprocessing.
Inefficient Vendor Onboarding
Legacy BizTalk system hindered vendor integration, requiring 100+ EDI setups, increasing manual effort.
Client Goals
Seamless Vendor & Invoice Integration
- The client required a centralized EDI framework to streamline vendor order processing and invoicing.
- By integrating Dell Boomi with NetSuite, the goal was to eliminate manual dependencies, improve data accuracy, and ensure real-time transaction visibility across all trading partners.
Efficient Order & Acknowledgment Handling
- To enhance efficiency, the client aimed to automate EDI 850/875-based sales order creation while ensuring quick 997 acknowledgments.
- This would reduce processing delays, eliminate errors, and enable seamless communication between vendors and NetSuite.
Minimizing Failures & Manual Efforts
- A robust error-handling mechanism was required to detect transaction failures, auto-reprocess them, and minimize the need for manual intervention.
- This would improve data integrity, accelerate issue resolution, and enhance overall system reliability.
Faster Onboarding & Reduced Expenses
EasyStepIn's Solution Approach
EasyStepIn delivered a comprehensive middleware modernization strategy, leveraging the Boomi iPaaS platform to address the client’s challenges. Key elements of the solution included:
Scalable Boomi EDI Integration
Migrated from BizTalk to Boomi, enabling faster, scalable, and automated EDI processing, reducing manual efforts and improving vendor onboarding.
AS2 & FTP-Based Data Exchange
Automated AS2 & FTP processes for real-time vendor data exchange, ensuring seamless sales order creation and reducing processing delays.
Automated Order & Invoicing
Processed EDI 850/875 files, generated NetSuite sales orders, sent 997 acknowledgments, and automated EDI 810 invoice processing.
Advanced Exception Handling
Built a robust retry mechanism and monitoring dashboard, reducing manual intervention in failed EDI transactions for faster recovery.
Real-Time Transaction Visibility
Developed custom dashboards for real-time tracking of sales orders, invoices, and failed transactions, improving operational transparency.
Optimized Cost & Performance
Implemented reusable frameworks, reducing integration costs, improving processing speed, and achieving significant time and cost savings.
Business Outcomes
55% Faster Vendor Onboarding
The automated EDI integration framework significantly reduced the time required for vendor onboarding, ensuring seamless partner collaboration.
30% Cost Savings
By leveraging Boomi’s reusable accelerators and automated processes, the client reduced manual effort, leading to lower integration costs.
Automated 100+ EDI Integrations
The legacy BizTalk system was replaced with a scalable Boomi-powered EDI solution, eliminating manual errors and ensuring order accuracy.
Enhanced Compliance & Accuracy
Real-time data validation and error-handling mechanisms improved order accuracy, ensuring timely invoicing and regulatory compliance.
Real-Time Exception Handling
A custom dashboard enabled real-time monitoring, allowing automated reprocessing of failed transactions and minimizing manual interventions.
Improved Cash Flow & Payment Cycles
By automating invoicing (EDI 810) and 997 acknowledgments, payment cycles were expedited, improving the client’s financial efficiency.
Client Feedback
EasyStepIn’s deep expertise in Dell Boomi and EDI automation revolutionized our CRM platform, making data integration seamless. Their robust EDI framework streamlined vendor onboarding, ensuring faster and more efficient partner integration. With automated sales order creation, we eliminated manual errors and improved processing speed.
The automated invoicing system significantly reduced delays in payments and order fulfillment. Their cost-effective approach helped us lower operational expenses while enhancing overall efficiency. The impact on our business processes, accuracy, and scalability has been truly transformational.
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