Fully Managed EDI Integration Service
Discover how Opengear transformed its EDI processes with our Fully Managed EDI Integration Service. Through seamless integration and expert management, Opengear optimized data exchange with key partners, improving efficiency, accuracy, and scalability. Read on to learn how our tailored EDI solution helped Opengear achieve smooth, automated workflows and enhance business operations.
Client
Opengear is a global computer network technology company headquartered in Edison, New Jersey, U.S., with engineering in Brisbane, Queensland, Australia, and production in Sandy, Utah.
They provide solutions for secure, resilient network access and automation to support critical infrastructure and ensure business continuity. Their offerings include out-of-band management, NetOps, and a range of solutions that help IT and network operation teams improve efficiency and reliability.
Project Context & Challenges
Before implementing the EDI solution, Opengear faced significant challenges with their business document exchange process. The exchange of business documents, such as Sales Orders, with trading partners was conducted manually through email and PDF attachment documents. This manual process involved several inefficiencies and potential issues:
• Manual Data Entry: Employees had to manually enter data from PDF documents into the Salesforce CRM system, which was time-consuming and prone to human errors.
• Inconsistent Data Accuracy: The risk of errors during manual data entry could lead to inaccuracies in order details, affecting inventory management, order fulfillment, and customer satisfaction.
• Operational Inefficiency: Manual processes were not only slow but also required considerable resources, diverting staff from more strategic tasks.
• Delayed Processing: The time lag between receiving documents and entering them into the system could result in delays in order processing and fulfillment.
• Limited Scalability: As the business grew, the manual process became increasingly unsustainable, limiting the company’s ability to efficiently handle a larger volume of transactions.
• Lack of Real-time Updates: Manual processing did not provide real-time updates, hindering the ability to quickly respond to changes or issues with orders.
These challenges highlighted the need for a more efficient, accurate, and scalable EDI solution, leading Opengear to seek a cloud-based, fully managed integration service for EDI transformation and integration with their Salesforce CRM.
Solution
Namtek Consulting Services implemented a comprehensive, fully managed EDI solution for Opengear, utilizing EDI2XML Integration Platform to streamline and automate Opengear’s document exchange process.
Namtek’s fully managed EDI service offers a seamless integration platform that connected Opengear with their trading partners, transforming incoming EDI transactions into formats compatible with Salesforce CRM. This cloud-based solution requires no software or hardware installation on Opengear’s side.
The Fully Managed EDI solution involved:
1. Receive incoming documents: EDI2XML receives incoming EDI documents on behalf of Opengear.
2. Convert EDI information. The received EDI documents, particularly X12 850 purchase orders, are converted into a suitable format for integration.
3. Integration with Salesforce CRM. The converted data is transferred directly to the Salesforce CRM Opengear instance.
Benefits
Full Integration: The solution ensured that incoming EDI transactions were integrated into Opengear’s Salesforce CRM, improving data accuracy and operational efficiency.
Real-time data visibility: Improved access to accurate and up-to-date purchase order information within Salesforce.
Automated Processes: Automating the collection, transformation, and validation of EDI documents reduced manual efforts and minimized errors.
Enhanced Communication: Streamlined communication and collaboration with trading partners.
Improved accuracy: Ensured data consistency between EDI transactions and Salesforce CRM.
Streamlined order fulfillment: Enabled faster processing and fulfillment of purchase orders.
Scalability: The cloud-based, fully managed integration service provided a scalable solution that could accommodate future growth and additional EDI transactions.
Reduced costs: Minimized manual work and potential errors associated with manual data entry.
By outsourcing Opengear’s EDI needs to Namtek’s fully managed service, Opengear was able to focus on core business activities while benefiting from expert handling of their EDI transactions. This solution not only improved operational efficiency but also ensured accurate and timely data processing, enhancing overall business performance.
Why Namtek Consulting Services?
Namtek Consulting Services, a Canadian-based company, is composed of experienced software engineers dedicated to B2B integration, software development, IT consulting, and cybersecurity compliance. As a premier IT provider, we support clients at each project stage, ensuring efficient execution and comprehensive support.
Our skilled business consultants and system integrators are equipped to manage IT projects of any scale. We also provide user training for a seamless adaptation to new systems.
With extensive knowledge and years of expertise, our team meets all IT requirements, empowering businesses to stay competitive in an evolving tech environment.
We offer insightful guidance on emerging technologies, helping organizations make informed decisions in their tech investments. From strategic planning to full implementation, we collaborate closely with clients to address their specific needs and challenges, creating tailored solutions that promote growth and success.
