EDI Audit Services

An EDI Audit is a structured, comprehensive review of an existing EDI solution that concentrates on operational, technical and strategic strengths and weaknesses with documentation deliverables including flow diagrams, integration points, defect analysis, transaction volumes, and an outsourcing readiness review among others.

Who Needs an EDI Audit?

Prime candidates for EDI Audits include companies that know they have EDI issues. These issues often include lost or delayed purchase orders and incorrect or rejected invoices to customers. EDI Audits are great for companies with inadequate EDI resources, companies that can not state their cost per transaction or cost per trading partner, as well as companies simply looking to understand how their EDI environment operates for future decisions regarding ERP and EDI environments.

Many companies find that EDI systems become a sore point in their operations, or worse yet a black box with little or no documentation, providing considerable challenges to management. Companies often turn quickly to outsourcing of EDI, incurring additional implementation costs similar to the same costs paid for the initial implementation of EDI that has since gone sour. This decision is often made in haste or under pressure from partners to bring up new transactions or to improve the accuracy of the data.

Other companies pay unusually high fees to employees or contractors to support an existing EDI environment out of fear of the unknown. If the employee or contractor leaves, all EDI knowledge leaves with them.

How Does an EDI Audit Work?

Our EDI Audit is a method by which a company can gain third-party insight into their operations to better understand how EDI operates, how efficiently it operates, understand the transaction volumes and complexities in the system, and finally determine a road map on how to improve the environment. This is done through various methods including interview, technical discovery and analysis, review of existing documentation and finally comparison against industry best practices for EDI and integration solutions.


  • Identify solutions for recurring defects
  • Create roadmap for efficient EDI Operations
  • Determine EDI outsourcing feasibility
  • Prepare for change of staff
  • Create cost savings plan
  • Define a cost center


  • System Documentation
    • Landscape View of EDI & Integrated Systems
    • Process Flow Diagram - Current State
    • Process Flow Diagram - Proposed State
    • Data Flow Diagram
    • Integration Points
    • Partner List
  • Reports
    • Transaction Enablement Review
    • 1-3-5 Year EDI Roadmap
    • Outsourcing Readiness Review
    • Current State Evaluation
    • Open Defects Reports
    • Opportunity Assessment & Recommendations
  • Statistics
    • Data Volumes and Metrics
    • Per Transaction Costs
    • Per Trading Partner Costs
    • Comparison to the Industry Averages