Services / EDI & trading-partner integration

EDI and trading-partner integration, built around the ERP transaction.

17+ years of EDI strategy and execution: architecture, implementation, remediation, and production support for customers, retailers, suppliers, warehouses, 3PLs, carriers, and ecommerce channels.

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What we deliver

EDI work, end to end.

Trading-partner onboarding

Requirements analysis, mapping, testing, certification, and cutover.

ERP-integrated EDI

Across Business Central, Dynamics NAV (2009–2018), Dynamics AX (2009–2012 R3), Dynamics 365 Finance & Operations, Sage (MAS 90/200, PFW, 300 CRE), and Infor Trans4M (automotive).

Integration architectures

API-led, middleware-based, ERP-native, and custom integration architectures.

Operational reliability

Monitoring, validation, reconciliation, exception handling, alerting, and automated reprocessing.

Vendor and platform decisions

Integration vendor selection, contract management, cost reduction, and platform replacement.

Business-process translation

Across finance, order management, procurement, manufacturing, logistics, and fulfillment.

Hands-on delivery

Development, troubleshooting, data mapping, SQL analysis, and production support.

Standards & transports

The formats and channels trading partners actually use.

ANSI X12EDIFACTAS2RESTful APIs / JSONSOAP / XML web servicesSFTP / FTP / FTPSFlat-file, CSV, XML, and database integrationsWebhooks, scheduled interfaces, batch processing, and event-driven workflows

Common transaction flows

Transactions we implement and support.

Purchase orders and change orders (850, 860)
Order acknowledgments (855)
Advance ship notices (856)
Invoices and credit memos (810, 812)
Inventory availability (846)
Pricing, catalog, and product data (832)
Warehouse and 3PL transactions (940, 945)
Transportation and shipment status across ocean, rail, truck, and drayage (214)
Retail drop-ship and direct-import programs
Financial, settlement, billing, and POS transactions

Platforms

EDI, integration, and ERP platforms we work across.

EDI / B2B

TrueCommerceSPS CommerceCleo LexiComManaged EDI services and value-added networksRetailer, customer, supplier, and logistics portalsCustom EDI translation, validation, and automation tools

Integration & automation

Dell BoomiMicrosoft Power Platform / Power AutomateAzure Logic AppsAzure FunctionsCustom .NET / C# middlewarePython integration servicesSQL Server integration and staging frameworksERP-native integration services and APIs

ERP & business platforms

Dynamics 365 Business CentralDynamics NAVDynamics AXDynamics 365 Finance & OperationsDynamics 365 CommerceDynamics 365 Sales, Customer Service, and Field ServiceSage MAS 90/200, PFW, and 300 CREInfor Trans4M (automotive)

Results

EDI results from consulting engagements and in-house leadership.

EDIDYNAMICS NAVLEADERSHIP

In-house IT/EDI leadership

EDI chargeback and cost reduction

International CPG manufacturer and distributor

Managed a five-person IT/EDI team, third-party providers, and a $2.5MM+ annual IT/EDI budget. Integrated EDI with Sage PFW and Dynamics NAV, and built custom SQL Server, ERP, and EDI validation and automation tools across retail, wholesale, direct-market, fulfillment, and logistics transactions.

→ Customer and vendor chargebacks cut 80% from a peak above $2MM; fixed EDI costs reduced 30% annually.

INTEGRATIONEDICUSTOM DEVELOPMENTLEADERSHIP

In-house CTO

Integration platform replacement

Logistics visibility platform

Built and led a team that included four dedicated EDI and integration engineers, and personally developed an internal and customer-facing integration platform in Python, .NET, SQL Server, and modern APIs. It integrated logistics, transportation, customer, billing, POS, ERP, and analytics data and replaced expensive third-party integration platforms.

→ More than $300K in annual costs eliminated; recovered transaction fees representing approximately 30% of gross revenue.

BUSINESS CENTRALDYNAMICS NAVEDIINTEGRATION

Consulting engagement (current)

NAV-to-Business Central upgrade with EDI and marketplace integrations

International CPG manufacturer and distributor

Upgrading from Dynamics NAV to Business Central, with customer EDI through TrueCommerce, custom AS2 for vendors, and Amazon, Shopify, and TikTok store integrations built on .NET APIs and AL extensions.

EDIBUSINESS CENTRALLEADERSHIP

Interim IT Director engagement

EDI through a carve-out and ERP transition

Multi-plant automotive and packaging manufacturer

Managed EDI processes through post-carve-out stabilization and a Business Central implementation, and developed custom EDI integrations and automation workflows with Infor Trans4M, supporting seven U.S. and three Mexico facilities.

→ Trading-partner EDI maintained through a carve-out and ERP transition across ten facilities.

Managed EDI service, third-party middleware, ERP-native, or custom-built: I'll recommend what fits your volume, your trading partners, and your team, including replacing a platform that costs more than it should.

Already working with a Microsoft partner or MSP? We can take on an agreed integration, EDI, migration, or remediation workstream alongside your existing team.

Start the conversation

Tell me which trading partners and systems are involved.

Describe the systems involved and what you're trying to accomplish. I review every inquiry personally and will tell you directly whether the project is a fit.

Discuss your EDI project