EDI Migration Checklists & Assessment Tools
Practical tools developed from 200+ UK EDI migrations to help you evaluate providers and plan successful transitions.
💡 Want a personalised assessment? Try our Provider Evaluation Tool below ↓
📋 Current Provider Evaluation Checklist
Rate Your Current EDI Provider (1-5 scale):
- □ Pricing transparency (no surprise charges)
- □ Support response time (under 4 hours)
- □ UK-based support team availability
- □ Integration flexibility with your ERP
- □ Trading partner onboarding speed
- □ GDPR & UK VAT compliance features
- □ Scalability without cost penalties
- □ Documentation & training quality
Score under 24/40? Time to evaluate alternatives.
🚨 Migration Red Flags Checklist
Immediate Switch Indicators:
- □ Monthly costs increased 15%+ from original quote
- □ Per-partner charges introduced without notice
- □ Support tickets taking 2+ days to resolve
- □ Outsourced support teams lack system knowledge
- □ New trading partners take 3+ weeks to connect
- □ ERP integration requires expensive custom work
- □ Limited UK compliance reporting options
- □ Contract auto-renewals with price increases
3+ red flags? Migration planning should begin immediately.
⚖️ Provider Comparison Framework
Key Evaluation Criteria:
- □ Pricing Model: Fixed vs per-partner vs transaction
- □ Support Structure: In-house vs outsourced teams
- □ UK Presence: Local support & compliance expertise
- □ Implementation: Self-service vs managed migration
- □ Integration: Pre-built connectors vs custom development
- □ Scalability: Growth accommodation without penalties
- □ Contract Terms: Flexibility vs lock-in periods
- □ Hidden Costs: Mapping, training, support charges
Tip: Request detailed cost breakdowns for 3-year projections.
✅ Migration Readiness Assessment
Pre-Migration Preparation:
- □ Trading partner list with contact details
- □ Current EDI document types & volumes
- □ ERP system version & integration points
- □ Peak transaction periods identified
- □ Current contract termination notice period
- □ Internal stakeholder migration approval
- □ Budget approval for migration costs
- □ Backup communication methods prepared
All checked? You're ready for provider evaluation.
💰 Hidden Cost Identification Guide
Common Surprise Charges to Investigate:
- □ Per-trading partner monthly fees
- □ Document mapping & configuration charges
- □ Premium support tier requirements
- □ ERP connector licensing fees
- □ Training & onboarding costs
- □ Data migration & setup charges
- □ Contract modification fees
- □ Early termination penalties
Found hidden costs? Factor these into total cost comparisons.
⏱️ Migration Timeline Planning
Critical Migration Phases (10-25 Trading Partners):
- □ Current system audit & documentation (Week 1-2)
- □ Trading partner notification & coordination (Week 2-3)
- □ Parallel testing environment setup (Week 3-4)
- □ Partner-by-partner migration testing (Week 4-8)
- □ Go-live coordination & monitoring (Week 8-10)
- □ Legacy system decommissioning (Week 10-11)
- □ Post-migration support & optimization (Week 11-12)
- □ Performance review & documentation (Week 12)
12-week timeline: Proper planning prevents migration disruption.
📊 Provider Evaluation Tool
Get your personalised provider evaluation in under 3 minutes
⚡ Provider Health Check: Current Service Quality
Rate your provider's baseline performance against professional standards:
Evaluate all 5 factors to continue
🚨 Migration Urgency Assessment: Active Problems
Identify escalating issues that require immediate attention:
Evaluate all 5 factors to unlock your report
🎆 Join 500+ UK companies who have used our assessment tools to evaluate their EDI providers and plan successful migrations
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