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.