Topics: Syncrofy |

New to the World of EDI? Have No Fear

By: Pasquale Gatti | March 14, 2019

Let’s set the stage for a moment. You find yourself in a new role where you have to interact with EDI on a more frequent basis (for a good intro to EDI, check out this podcast). You heard about EDI before, but it was always sort of in the background. A necessary evil that gave your co-workers countless headaches, but wasn’t something you ever had to worry about. Until now.

Now you’ve been thrusted into a position where you not only have to deal with EDI, but you have to make sense out of it and answer questions from your co-workers or customers. You knew they struggled with it, but you were unaware that they typically spent around 50% of their time (four hours of their day) answering questions, resolving problems, and troubleshooting EDI.

Why was that the case? Well, it boiled down to the fact that the business people asking those EDI questions didn’t have the tools to solve the issues themselves. So now, you’re in the same position. But luckily for you, there’s a secret weapon. Syncrofy.

Syncrofy is a simpler way to EDI because it creates a framework around it for people who aren’t familiar or who don’t have experience working with it. Syncrofy provides data-driven business insights for users like yourself, without prior advanced technical knowledge, allowing you to save time and focus your attention on mission-critical tasks rather than aimlessly digging through files.

Self-Service That Eases the Burden on IT

Syncrofy allows you to view and analyze EDI data right from the comfort of your web browser and search by partner, transaction, or a range of other criteria. Whether you’re searching for specific data or processes, you can filter down to find the exact information you need and build dynamic visuals to gain valuable insights. You can also format and customize report templates on your own, ensuring you get the data you need, when you need it—without having to wait for IT assistance.

Dashboards allow you to see the overall health of your business and obtain a big picture view of your entire operation. You’ll be able to learn how critical information impacts your bottom line and view past performance, patterns, and future opportunities. Additionally, you can create multiple dashboards and share them with your partners to collaborate, compare information, and resolve issues.

Simply put: No more engaging your business intelligence team for help with finding answers to EDI-related questions, formatting a report, or building a dashboard. You can do it all with a few clicks of your mouse.

Connect with Stakeholders to Reduce Complexity

Syncrofy doesn’t just free you from time restraints and dependency on technical resources. It also empowers companies to optimize their systems and supply chain processes as well.

For example, we know that in the world of EDI one of the most used documents is the purchase order (PO). However, we’ve discovered that very few companies utilize purchase order changes. Why? In a word, complexity.

Many organizations have resigned themselves to the fact that processing a PO change is just too difficult and complex. More often than not, integration is required between an organization’s EDI system and their ERP. But with Syncrofy, you can kiss that complexity goodbye.


Syncrofy can process both of those documents, allowing you to view all of the data and send out notifications to necessary users right there within the system. This eliminates the need to integrate with a costly third party ERP, saving you lots of money in the process. Simply provide Syncrofy permissions to the relevant users and you are free to resolve the issues on your own.

Syncrofy also enables you to securely share and exchange information, allowing you, your internal teams, and partner organizations to identify problems. Together, you can view the entire lifecycle of any document, helping to eliminate gray areas in the supply chain process and promote transparent communication.

Resolve Issues Before They Become Major Headaches

If you’re new to EDI, you’ll quickly realize that forgetting to send a purchase order or identify an exception to a late shipment can cost your business significant money in fines or chargebacks. But with Syncrofy you can automate those tasks to resolve those issues before they turn into costly mistakes.

Syncrofy provides you with real-time visibility into those business processes by allowing you to configure notifications (both in-app and via email) to alert you on document events and user activity that occur within the system, allowing you to identify and correct them before they become costly mistakes.

Additionally, the Timeline feature allows you to track the entire lifecycle of a document, providing full transparency into the date and time of creation, associated documents, and exceptions. It can also save you when it comes to obtaining full transparency on every document process in your organization.

So while being new to EDI may seem like a daunting challenge, with Syncrofy you have a powerful tool by your side and a simpler way to EDI.

To learn more about the power of Syncrofy and what it can do for your business, visit

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