[Share] 实施EDI项目都会经历哪些重要的节点?

实施EDI项目都会经历哪些重要的节点?

本文要讲述的EDI项目实施过程中的重要节点,会依次按照项目实施顺序以及主要任务做一个简要的概述。

之所以以此为题目,是因为,在以往的项目咨询或是项目实施经历中。对于初次接触EDI的用户,他们经常会问,这个EDI项目我们是初次接触,实施项目感觉没有信心,不知道都要做什么,经过哪些环节亦或是大概用时多久,等等诸如此类的问题。另外,对于一部分已有EDI项目实施经历的用户,有着类似的问题。总觉得之前实施的EDI项目之只做过一两次,磕磕碰碰地就走完了,回头一看也是懵懵懂懂的,还没有完全地掌握,还达不到日后熟练应用。那么,本文就带大家一起来依照EDI项目实施顺序,从头到尾梳理一遍EDI项目实施中的各个关键节点,不论是初次接触学习了解,或是回顾查看,都一定会有帮助的。

确认EDI项目需求
  • 交易伙伴 – 清楚想要建立EDI连接的交易伙伴是谁,数量是多少
  • 传输协议 – 明确与交易伙伴使用的EDI传输协议是什么,比如,常见的有AS2, OFTP/OFTP2, SFTP, FTP等等。
  • 连接配置信息 – 确定传输协议之后,想要与交易伙伴互相提供所需的连接配置信息,如使用AS2协议,则需要提供AS2 ID, URL, 证书等。
  • 报文标准 – 明确与交易伙伴使用的EDI传输协议是什么,比如,常见的有X12, EDIFACT, VDA, Odette等等。
  • 业务报文类型&规范文档
  • 系统集成方案 – 是否具备业务系统,是否集成业务系统,何种方式集成业务系统
项目实施计划
  • 事务 – 依照项目实施进展需要做什么事情或是准备
  • 人物 – 参与人员确认,通常会有交易伙伴EDI项目负责人、用户企业的IT人员、业务人员、EDI软件服务供应商、业务系统提供商等
  • 时间 – 在项目预计时间内,按照每个阶段任务不同,预计需要的时间,参考以往,项目实施周期一般1~3个月,可依照实际情况进行调整
  • 地点 – 线上远程实施或是客户现场实施,随着互联网的发展和普及,线上实施已被广泛应用,不论是在减少成本、提高实施效率等方面,优势都比较突出
项目启动
  • 完成项目前期准备工作,人员是一切相关资料都确保齐备,即可正式启动项目
EDI连通性测试
  • 配置双方EDI系统 – 建立EDI连接的双方各自配置EDI系统,确保网络通畅、端口可访问
  • 测试连通性 – 交易双方互发互收测试,或是检验消息上传、下载情况,根据传输协议不同稍有差异
定制化开发
  • 解读EDI规范文档,整理业务报文中包含的所有业务字段
  • 理解业务系统中数据字段,无业务系统可忽略
  • 将EDI规范文档梳理的业务字段与业务系统中对应的业务单据所有的数据字段进行关联,建立映射关系
  • 通过知行EDI系统转换功能端口之间的合作,完成以上数据字段映射,即数据格式转换,解读EDI报文数据为业务系统或是业务人员可以识别的数据格式
本地测试
  • 由EDI产品/服务供应商的实施人员本地进行测试
  • 系统功能、性能及代码完整度的测试
  • 主要检验是否符合EDI报文结构、字段长度限制、数据类型等方面检验数据映射的成果。
  • 同时,检测系统是否能对于异常或是错误操作给出有针对性地抛出异常或是报错。
  • 与后端应用系统的集成情况测试,EDI系统是否能正确地与业务系统无缝集成,实现数据的自动传输,保证格式完整,数据正确。EDI系统能接收到业务系统发出的数据并能正确处理为EDI标准报文,反之,业务系统能接收到EDI系统发出的数据并能被业务系统正确识别并进行业务处理。
业务集成测试
  • 需要交易伙伴EDI项目负责人、用户企业的IT人员、业务人员、EDI软件服务供应商、业务系统提供商各方一并配合
  • 检验EDI项目实施成果是否完全符合实际业务需要,EDI消息传输及处理成功、与系统系统交互顺利等
交付验收
  • 顺利通过测试,EDI产品服务提供商将软件产品、项目代码、实施成果等一并交付用户的IT人员或是业务人员
用户培训
  • EDI提供商培训用户的IT人员及业务人员关于EDI系统或是服务的操作方法,确保其熟练正确地操作系统,满足系统管理或日常业务需要
试运行&调试
  • 通过测试后,尝试切入正式业务场景,试运行期间需要多加留意系统运行及人员操作情况,一旦有错误或是异常情况,需要及时处理解决,一般维持20-30个工作日
系统上线
  • 系统切换上线,正式投入使用

以上就是实施一次EDI项目所要经历的几个重要节点以及主要任务,关于各阶段的实施细节后续也会有文章再做进一步的介绍和讲解。

了解更多EDI讯息,请您电话 150-0298-3180 / 177-8250-8152 或邮件 edi@kasoftware.cn 联系我们,获取 30 天全功能 免费试用 版本EDI软件。
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