Planning & Execution • Integration Modernization Playbook
EDI → API Migration Checklist (45+ Trading Partners)
This is a quality checklist for modernizing partner integrations without breaking transactions. Focus on integration inventory, mapping discipline, testing, phased cutover, and hypercare support that keeps partners stable while building a scalable foundation for future accounts.
Quality Gate: Integration Inventory (Your Baseline)
Quality Gate: Canonical Model + Mapping
Successful migrations start with audit + plan + mapping + testing discipline, especially at scale.
Quality Gate: Testing (Don't Guess)
Quality Gate: Phased Cutover (Minimize Risk)
Guardrail KPIs
Key Risk Callouts
Risk: Missing the real inventory
If you don't fully catalog partners + messages + dependencies, you'll discover "surprise flows" in production.
Risk: Weak testing = quiet failures
Some failures don't show up as "errors." They show up as wrong orders, wrong inventory, or wrong invoices.
Risk: Partner fatigue
At 45+ partners, coordination is the project. Make certification and support dead simple so future onboarding scales.

