EDI Envision Meeting

The EDI process follows the LEAD process just as the overall system implementation does.

The first step in the process is an call between us and you that includes both L and E, so there is Learning and Envisioning in the first meeting.

  • L - You learn about the EDI process, including timelines and Roles and Responsibilities.
  • E - You share your current EDI status and the files to be built and their priorities are discussed and agreed.

The A and D of the process begin after this discussion and the import and audit of Benefit elections.

  • A - Apply stage is where the file is actually created and configured for your specific account structure.
  • D - Deploy is when the file has completed the testing and is placed into Production. A schedule is established so that the file is automatically sent on the agreed frequency.
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