Chris Reddick (President and CEO at Clarity Ventures) and Ron Halversen (Vice-President of Sales and Marketing at Clarity) discuss the incredible versatility of EDI connections.

Part 1 of a 4-part series

RON: Hey, Chris, webinar day, another exciting day. How are you doing today?  
 
CHRIS: I'm doing great. Ron. Yeah, it's going to be exciting. Today we're going to be talking about EDIs and how they relate to buyers groups. And I think a lot of folks who hear the word EDI, or the phrase Electronic Data Interchange, think it's an older technology. But for those who have worked with it, it's extremely reliable. And it's something that we always talk about with our internal team when we're explaining, the power of EDI.

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CHRIS: The way I like to explain it is, it's something that just works. It just works. And because of that, a lot of integrated ERP systems, a lot of point-of-sale systems, manufacturing systems, and other systems take adVANtage of EDI as their mechanism for communicating. And specifically in certain industries, there's a lot of investment that's gone into EDI that the entire industry can rely on to exchange information internally.  
 
So I'm really excited to dig into this and remove some of the negativity that might exist around this older technology. But I would say very proven technology as well.

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RON: I agree. I mean, it's been around for well over 20 years. 85% of the supply chain uses it. It's the de facto standard, right? No matter what language, everybody speaks EDI in all the countries. If everybody can at least speak one language to communicate the basics, it’s EDI. It's akin to the old fax machine, right? Everybody could fax.  

As a matter of fact, when I'm selling and talking to a lot of clients, and they're setting up their supply chain, it's always been EDI connectors. And it's only probably been the last two or three years where they're coming in saying, “Hey, you know that EDI we set up eight years ago. I've got a couple of my vendors now. They're coming back and they want more real-time communication, so they're looking to upgrade to an API. Can we go ahead and swap out our EDI connection with them for an API connection?” And we're starting to redo some of those.  

And we'll talk briefly today about a VAN as well. I think that's what the VAN tried to do. I think the VAN tried to renew EDI and take away some of the complexity of the point to point connections and introduce some of that additional benefit so that you didn't have to go in and replace these independent connections. So let's talk briefly. Why don't you go ahead and just give the definition of EDI from just a basic functional architecture?  
 
CHRIS: Yeah, absolutely. So just from an architecture perspective, EDI is electronic data interchange. The mechanics of this are, it's typically a flat file, and it's a really simple file. If you ever look at one of them—and we can put a screenshot up so you can see, we'll show a few examples of different types of EDI files, the flat text file—this actually started in the 1960s and started to get a lot of momentum in the '80 and '90s. There were some different organizations that created standards for SDI that really helped to take off in the 90s in particular.

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CHRIS: So you end up with these two camps. One, generally speaking—and there are all there are very detailed industry specific camps—but you have X12 which is pretty prominent in the US, and then EDIFACT which is very prominent in Europe. There's a lot more nuance to it than that, but suffice it to say, if you want to chat about it offline, feel free to get in touch with us. I would love to chat with you for however long to get into it and nerd out about how it affects buying groups.  

But just for the high-level purpose of this discussion, it's a flat file, and within the standards you have different document types. Just think of it as like a set of document types. Then each standard, whether it's X12 or EDIFACT...and unfortunately within each of those there are specifics for different industries with standards. So you make sure that everyone's using the same standard or that there's a translation mechanism.  

That's what Ron was talking about with VAN, and that stands for Value Added Network. Basically the idea is it's essentially a sophisticated FTP site that's going to allow people to push and pull files, and it has a lot of transactional governance that allows the data that you're pushing, these flat files, to run in a very organized and orderly fashion. Because, if you can imagine sending thousands of EDI files for an eCommerce group  at scale every second, and some blip in the network occurs, and then 1200 orders are dropped. That just wouldn't do the job very well.  

So an evolution of EDI started to happen. And think about it, in the 90s and the early 2000s, there weren't as many options that were standardized. So EDI was a big investment that a lot of players in the ERP space, and some of these different major software vendors, took advantage of and piled into EDI. And so VAN allowed it, like you said, to have more legs and be much more strongly typed or transactional guarantees.  
 
So whenever you send something, you get a receipt that you've sent it depending on the VAN and how sophisticated it is. And whenever you receive something, you can get a notification. So it almost becomes like a PUB/SUB or Service Bus, which a lot of folks will be familiar with as well. And so you can take advantage of security, VPN tunneling, etc.  
 
EDI really is a functional, very viable technology for interchanging data between systems, including purchasing groups. And because it has so much investment in it, it's just going to continue to have a lot of inertia, a lot of momentum into the future with industries that use it all the time.

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RON: I totally agree. We still sell it and we still do it right now. I mean, we've got one of our largest clients right now and we're working on their project. And I just put a video together for them, and they're connected to Coca-Cola and Chick-Fil-A and all these big vendors, and it's all through EDI.  
 
One of our other big ones we did a while ago was for a company called Laser Pros International. It's probably one of the biggest companies you've never heard of. And just as a quick example for the folks listening in, Laser Pros was our client. They came to us and they said, we supply all of the toner cartridges for laser printers for every single online order that comes through Staples and OfficeMax, Office Depot. 
 
We had to set up an entire using our Clarity Connect, we set up the entire infrastructure network so that every order and acknowledgment and tracking that came in from—let's just take Staples.com—a customer gets online, orders a printer cartridge, Staples would dump a file which our system would pick up that EDI file, take it to Laser Pros, generate the print label from Staples along with that file, hand it off to Laser Pros, which could automate the shipping of that toner cartridge.  
 
And when it showed up at your business, the label would say that it was from Staples and then the acknowledgment back that it was shipped and the tracking status and everything would go back in a file that we would go back and hand off to Staples. They update the website, so that when you go in and look online and see has it been confirmed, and as far as they're concerned, they only deal with Staples, but yet all the transactional information, everything that happens, the delivery and everything actually was with our client Laser Pros.  
 
At scale, we're dealing with incredibly huge companies or eCommerce buyers group ordering tens of thousands of orders. And that's one of the last big ones that I know we did. I know we're just finishing up the one with the client dealing with all the orders from Coca-Cola and Chick-Fil-A and those as well. So this is definitely not something small. It's definitely not something little like you can see here on the slide. 85% of orders through the supply chain and through buying groups basically come through EDI.

Continue to Part 2 to find some examples of EDI usage.